Regal Investment Advisors LLC Incresed Positions in Q4 2024

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XSVN
Bondbloxx ETF Tr 7 Yr Target D
1.82K
+ 12.65%
N/A
16.2K $0
Fidelity Covington Trust
923
+ 9.12%
N/A
11K $0
Fidelity Covington Trust
1.21K
+ 13.76%
N/A
9.97K $0
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.26K
+ 8.57%
$74.68 - $81.45 $169K - $184K
28.7K $2.14M
FNDA
Schwab Fundamental U S Small C

ETFs
5.63K
+ 100.05%
$29.26 - $59.11 $165K - $333K
11.3K $334K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
656
+ 4.93%
$40.33 - $42.34 $26.5K - $27.8K
14K $563K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
846
+ 5.52%
$11.87 - $13.06 $10K - $11K
16.2K $196K
IEV
Ishares Tr Europe ETF

ETFs
541
+ 10.94%
$52.03 - $57.63 $28.1K - $31.2K
5.49K $285K
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 0.3%
$118.38 - $133.06 $1.54K - $1.73K
4.4K $529K
ABEV
Ambev S.A.

Consumer Defensive
2.87K
+ 11.33%
$1.85 - $2.56 $5.31K - $7.34K
28.2K $52K
DTE
Dte Energy CO

Utilities
17
+ 0.8%
$117.04 - $129.77 $1.99K - $2.21K
2.13K $257K
JXN
Jackson Financial Inc.

Financial Services
275
+ 2.86%
$84.91 - $113.74 $23.4K - $31.3K
9.89K $861K
IDV
Ishares Tr

ETFs
2.32K
+ 8.19%
$27.03 - $29.92 $62.6K - $69.3K
30.6K $837K
FIW
First Trust Water ETF

ETFs
2
+ 0.07%
$102.02 - $110.91 $204 - $222
2.94K $300K
GIS
General Mills Inc

Consumer Defensive
487
+ 9.56%
$62.78 - $74.62 $30.6K - $36.3K
5.58K $355K
PFG
Principal Financial Group Inc

Financial Services
83
+ 2.35%
$74.91 - $91.26 $6.22K - $7.57K
3.62K $280K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
440
+ 3.34%
$33.39 - $37.66 $14.7K - $16.6K
13.6K $454K
UPS
United Parcel Service Inc

Industrials
662
+ 6.07%
$122.65 - $138.35 $81.2K - $91.6K
11.6K $1.46M
AMT
American Tower Corp

Real Estate
914
+ 22.76%
$179.4 - $232.01 $164K - $212K
4.93K $904K
PRU
Prudential Financial Inc

Financial Services
37
+ 0.27%
$114.59 - $129.52 $4.24K - $4.79K
13.5K $1.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
151
+ 1.22%
$26.05 - $29.17 $3.93K - $4.4K
12.5K $328K
FNDF
Schwab Fundamental Intl Large

ETFs
329
+ 2.69%
$32.92 - $37.15 $10.8K - $12.2K
12.6K $417K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
1.17K
+ 1.41%
$44.45 - $45.41 $52K - $53.1K
84K $3.73M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
40
+ 0.14%
$45.17 - $47.23 $1.81K - $1.89K
28.6K $1.3M
SLV
I Shares Silver Trust

ETFs
105
+ 0.39%
$26.33 - $31.74 $2.76K - $3.33K
27.2K $714K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
612
+ 0.78%
$77.02 - $78.58 $47.1K - $48.1K
79.5K $6.14M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.4K
+ 6.97%
$114.08 - $125.68 $160K - $176K
21.5K $2.46M
FTA
First Tr Large Cap Value

ETFs
75
+ 0.24%
$75.21 - $83.49 $5.64K - $6.26K
30.7K $2.35M
WM
Waste Management Inc

Industrials
399
+ 1.47%
$201.79 - $228.46 $80.5K - $91.2K
27.6K $5.56M
LOW
Lowes Companies Inc

Consumer Cyclical
531
+ 5.94%
$244.52 - $284.07 $130K - $151K
9.47K $2.34M
SO
Southern CO

Utilities
1.69K
+ 5.94%
$81.5 - $94.15 $138K - $159K
30.1K $2.48M
ADBE
Adobe Inc.

Technology
18
+ 1.3%
$437.39 - $552.96 $7.87K - $9.95K
1.4K $621K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.5K
+ 7.15%
$39.22 - $47.52 $58.9K - $71.4K
22.5K $890K
GNR
Spdr S&P Global Natural Resour

ETFs
4.01K
+ 10.45%
$48.67 - $58.43 $195K - $234K
42.3K $2.11M
LQD
Ishares Iboxx $ Investment Gra

ETFs
10.2K
+ 5.21%
$106.56 - $113.11 $1.09M - $1.16M
206K $22M
PANW
Palo Alto Networks Inc

Technology
1.61K
+ 62.74%
$181.96 - $405.9 $292K - $651K
4.16K $757K
AMGN
Amgen Inc

Healthcare
415
+ 11.1%
$258.78 - $328.31 $107K - $136K
4.15K $1.08M
IVE
Ishares S&P 500 Value ETF

ETFs
331
+ 1.02%
$189.5 - $206.17 $62.7K - $68.2K
32.8K $6.26M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
707
+ 2.25%
$33.77 - $44.09 $23.9K - $31.2K
32.1K $1.09M
KMB
Kimberly Clark Corp

Consumer Defensive
1.34K
+ 4.28%
$130.37 - $146.09 $175K - $196K
32.7K $4.29M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
840
+ 1.76%
$60.13 - $67.31 $50.5K - $56.5K
48.5K $2.95M
EFV
Msci Eafe Value ETF

ETFs
10.5K
+ 6.26%
$51.78 - $57.15 $543K - $599K
178K $9.34M
VEA
Vanguard Ftse Developed Market

ETFs
21.3K
+ 7.72%
$47.57 - $52.44 $1.01M - $1.12M
298K $14.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.54K
+ 1.75%
$55.45 - $61.08 $85.4K - $94.1K
89.4K $4.96M
TGT
Target Corp

Consumer Defensive
4.03K
+ 8.53%
$121.59 - $160.69 $490K - $647K
51.2K $6.93M
PG
Procter & Gamble CO

Consumer Defensive
558
+ 0.58%
$161.05 - $179.7 $89.9K - $100K
97.3K $16.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.45K
+ 2.94%
$44.04 - $49.49 $240K - $270K
191K $8.42M
ZETA
Zeta Global Holdings Corp.

Technology
4.82K
+ 9.64%
$17.37 - $36.74 $83.7K - $177K
54.8K $986K
EEM
Ishares Msci Emerging Markets

ETFs
902
+ 0.55%
$41.82 - $47.36 $37.7K - $42.7K
166K $6.94M
Activity Summary
Buys All Purchases 234 New Holdings 28 Increased Positions 206 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
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