Regal Investment Advisors LLC Incresed Positions in Q3 2025

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CNA
Cna Financial Corp

Financial Services
3.08K
+ 22.06%
$43.33 - $49.55 $133K - $153K
17K $791K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.65K
+ 2.92%
$50.82 - $51.09 $135K - $136K
93.6K $4.78M
EOG
Eog Resources Inc

Energy
3.17K
+ 11.07%
$112.12 - $126.1 $355K - $399K
31.8K $3.56M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
2.24K
+ 2.85%
$50.19 - $50.91 $113K - $114K
80.9K $4.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
39
+ 0.16%
$94.17 - $99.95 $3.67K - $3.9K
23.9K $2.39M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
160
+ 1.13%
$132.9 - $142.03 $21.3K - $22.7K
14.3K $2.01M
RTX
Raytheon Technologies Corp

Industrials
230
+ 5.43%
$144.19 - $167.33 $33.2K - $38.5K
4.46K $746K
UBER
Uber Technologies, Inc

Technology
1.05K
+ 23.86%
$86.91 - $99.57 $90.8K - $104K
5.42K $531K
MPC
Marathon Petroleum Corp

Energy
102
+ 2.64%
$158.59 - $198.69 $16.2K - $20.3K
3.97K $764K
BA
Boeing CO

Industrials
452
+ 11.78%
$209.79 - $237.38 $94.8K - $107K
4.29K $925K
AXP
American Express CO

Financial Services
324
+ 29.83%
$294.27 - $342.31 $95.3K - $111K
1.41K $468K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.3K
+ 2.9%
$22.64 - $23.22 $97.4K - $99.8K
153K $3.53M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.04K
+ 7.98%
$79.89 - $83.25 $83.1K - $86.6K
14.1K $1.16M
FISV
Fiserv Inc

Technology
877
+ 15.54%
N/A
6.52K $816K
FDVV
Fidelity High Dividend ETF

ETFs
872
+ 5.34%
$52.42 - $55.71 $45.7K - $48.6K
17.2K $957K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.04K
+ 7.25%
$39.06 - $43.42 $40.6K - $45.2K
15.4K $668K
IJS
Ishares S&P Smallcap 600 Value

ETFs
11
+ 0.12%
$98.99 - $112.2 $1.09K - $1.23K
9.34K $1.03M
XLP
Consumer Staples Sector Spdr

ETFs
1.35K
+ 4.45%
N/A
31.7K $2.41M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
14
+ 0.13%
$79.52 - $89.63 $1.11K - $1.25K
11.2K $999K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.77K
+ 4.25%
$47.76 - $48.46 $84.7K - $86K
43.5K $2.1M
MRK
Merck & Co., Inc.

Healthcare
570
+ 5.42%
$77.6 - $87.37 $44.2K - $49.8K
11.1K $930K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
615
+ 26.23%
$136.48 - $142.97 $83.9K - $87.9K
2.96K $414K
V
Visa Inc.

Financial Services
433
+ 11.37%
$332.09 - $358.86 $144K - $155K
4.24K $1.45M
SOUN
Soundhound Ai, Inc.

Technology
118
+ 0.69%
$10.11 - $18.05 $1.19K - $2.13K
17.3K $277K
GS
Goldman Sachs Group Inc

Financial Services
62
+ 12.73%
$696.56 - $806.32 $43.2K - $50K
549 $437K
TFC
Truist Financial Corp

Financial Services
1.61K
+ 24.3%
$42.83 - $47.07 $68.9K - $75.7K
8.22K $376K
MA
Mastercard Inc

Financial Services
121
+ 4.08%
$550.18 - $598.96 $66.6K - $72.5K
3.09K $1.76M
ICVT
Ishares Tr Convertible Bond Et

ETFs
558
+ 18.12%
$89.29 - $100.17 $49.8K - $55.9K
3.64K $363K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
539
+ 2.14%
$92.18 - $95.14 $49.7K - $51.3K
25.7K $2.44M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.31K
+ 17.84%
$22.89 - $23.7 $75.8K - $78.5K
21.9K $515K
QCOM
Qualcomm Inc

Technology
339
+ 9.31%
$145.84 - $173.55 $49.4K - $58.8K
3.98K $662K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
871
+ 16.11%
$75.26 - $80.19 $65.6K - $69.8K
6.28K $500K
C
Citigroup Inc

Financial Services
141
+ 3.63%
$85.57 - $103.49 $12.1K - $14.6K
4.03K $408K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
22
+ 0.05%
$42.43 - $45.05 $933 - $991
48.4K $2.13M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
3.95K
+ 18.4%
$16.02 - $16.74 $63.3K - $66.1K
25.4K $422K
AIQ
Global X Funds Global X Artifi

ETFs
475
+ 5.29%
$43.2 - $49.66 $20.5K - $23.6K
9.45K $466K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
93
+ 11.11%
$393.18 - $439.39 $36.6K - $40.9K
930 $404K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
444
+ 12.99%
$98.53 - $107.1 $43.7K - $47.6K
3.86K $405K
WFC
Wells Fargo & Company

Financial Services
674
+ 19.31%
$77.05 - $85.16 $51.9K - $57.4K
4.17K $349K
VOOV
Vanguard S&P 500 Value ETF

ETFs
46
+ 0.84%
$187.97 - $199.47 $8.65K - $9.18K
5.54K $1.11M
ED
Consolidated Edison Inc

Utilities
618
+ 1.97%
$95.57 - $105.36 $59.1K - $65.1K
32K $3.22M
O
Realty Income Corp

Real Estate
730
+ 10.05%
$56.13 - $60.79 $41K - $44.4K
7.99K $485K
COIN
Coinbase Global, Inc.

Technology
304
+ 10.45%
$297.99 - $419.78 $90.6K - $128K
3.21K $1.08M
AMGN
Amgen Inc

Healthcare
179
+ 3.89%
$271.18 - $309.22 $48.5K - $55.4K
4.78K $1.35M
VV
Vanguard Large Cap ETF

ETFs
53
+ 2.8%
$285.05 - $309.14 $15.1K - $16.4K
1.95K $600K
HYGV
Flexshares Tr High Yield Value

ETFs
1.35K
+ 7.6%
$40.55 - $41.28 $54.7K - $55.6K
19.1K $786K
NOW
Service Now, Inc.

Technology
183
+ 17.72%
$850.86 - $1044.69 $156K - $191K
1.22K $1.12M
HEI
Heico Corp

Industrials
222
+ 7.49%
$304.5 - $337.56 $67.6K - $74.9K
3.19K $1.03M
TXN
Texas Instruments Inc

Technology
282
+ 4.82%
N/A
6.14K $1.19M
Activity Summary
Buys All Purchases 332 New Holdings 48 Increased Positions 284 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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