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
FITB
Fifth Third Bancorp

Financial Services
486
+ 4.93%
$40.91 - $46.28 $19.9K - $22.5K
10.3K $460K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.11K
+ 8.61%
$23.54 - $23.97 $49.7K - $50.6K
26.6K $637K
IYF
Ishares Tr

ETFs
300
+ 11.36%
$119.89 - $127.16 $36K - $38.1K
2.94K $372K
IQDF
Flexshares International Quali

ETFs
1.01K
+ 6.22%
$27.02 - $28.94 $27.3K - $29.3K
17.3K $492K
CB
Chubb LTD

Financial Services
212
+ 17.91%
$265.99 - $289.59 $56.4K - $61.4K
1.4K $394K
SOXX
Ishares Semiconductor ETF

ETFs
29
+ 2.28%
$236.93 - $271.12 $6.87K - $7.86K
1.3K $352K
VNQI
Vanguard Global Ex U.S. Real

ETFs
186
+ 0.76%
$45.22 - $48.34 $8.41K - $8.99K
24.6K $1.18M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
532
+ 1.43%
$11.64 - $15.79 $6.19K - $8.4K
37.7K $553K
CVS
Cvs Health Corp

Healthcare
15
+ 0.25%
$58.75 - $76.5 $881 - $1.15K
6.08K $458K
CRWD
Crowd Strike Holdings, Inc.

Technology
208
+ 6.19%
$412.46 - $514.1 $85.8K - $107K
3.57K $1.75M
VT
Vanguard Total World Stk Index

ETFs
132
+ 6.63%
$128.41 - $138.03 $17K - $18.2K
2.12K $292K
FEX
First Tr Large Cap Core Alphde

ETFs
1
+ 0.02%
$110.0 - $117.08 $110 - $117
5.11K $597K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
382
+ 7.55%
$85.71 - $86.94 $32.7K - $33.2K
5.44K $472K
DE
Deere & CO

Industrials
136
+ 23.41%
$457.26 - $524.37 $62.2K - $71.3K
717 $327K
AOA
Ishares Tr Core Aggressive All

ETFs
45
+ 0.78%
$82.71 - $88.14 $3.72K - $3.97K
5.81K $511K
DVYE
Ishares Emerging Markets Divid

ETFs
676
+ 6.64%
$28.5 - $30.64 $19.3K - $20.7K
10.9K $322K
ETN
Eaton Corp PLC

Industrials
37
+ 3.92%
$342.99 - $392.76 $12.7K - $14.5K
982 $367K
ACWI
Ishares Msci Acwi ETF

ETFs
13
+ 0.47%
$128.32 - $138.41 $1.67K - $1.8K
2.8K $386K
IWP
Ishares Russell Mid Cap Growth

ETFs
107
+ 3.66%
$137.51 - $145.26 $14.7K - $15.5K
3.03K $431K
WWD
Woodward, Inc.

Industrials
1
+ 0.03%
$237.33 - $266.1 $237 - $266
3.22K $812K
DTE
Dte Energy CO

Utilities
16
+ 0.66%
$130.26 - $141.49 $2.08K - $2.26K
2.43K $344K
IXUS
Ishares Tr

ETFs
17
+ 0.4%
$76.35 - $82.58 $1.3K - $1.4K
4.31K $356K
KMI
Kinder Morgan, Inc.

Energy
3.71K
+ 4.87%
$26.23 - $28.5 $97.3K - $106K
79.8K $2.26M
HYDB
Ishares Tr Edge High Yield Def

ETFs
288
+ 1.65%
$47.03 - $47.97 $13.5K - $13.8K
17.7K $847K
JEPI
J P Morgan Exchange Traded Fd

ETFs
160
+ 0.38%
$55.61 - $57.37 $8.9K - $9.18K
42.6K $2.43M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
912
+ 7.58%
$24.02 - $24.28 $21.9K - $22.1K
12.9K $310K
NUE
Nucor Corp

Basic Materials
4
+ 0.14%
$133.3 - $150.33 $533 - $601
2.79K $377K
MMM
3 M CO

Industrials
29
+ 0.97%
$144.41 - $160.2 $4.19K - $4.65K
3.02K $468K
PFG
Principal Financial Group Inc

Financial Services
20
+ 0.62%
$75.53 - $82.95 $1.51K - $1.66K
3.26K $270K
TIP
Ishares Tr Tips Bd ETF

ETFs
52
+ 0.95%
$109.11 - $111.88 $5.67K - $5.82K
5.5K $611K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
113
+ 2.04%
$78.96 - $80.04 $8.92K - $9.04K
5.64K $450K
STKL
Sun Opta Inc.

Consumer Defensive
1.43K
+ 8.23%
$5.19 - $6.73 $7.41K - $9.61K
18.8K $110K
PWFL
Power Fleet, Inc.

Technology
1.68K
+ 12.53%
N/A
15.1K $75K
TFLO
Ishares Treasury Floating Rate

ETFs
178
+ 1.4%
$50.45 - $50.65 $8.98K - $9.02K
12.9K $652K
COF
Capital One Financial Corp

Financial Services
29
+ 1.62%
$207.29 - $229.74 $6.01K - $6.66K
1.82K $385K
PANW
Palo Alto Networks Inc

Technology
48
+ 1.64%
$167.06 - $208.19 $8.02K - $9.99K
2.98K $606K
PULS
Pgim ETF Tr

ETFs
81
+ 0.51%
$49.58 - $49.83 $4.02K - $4.04K
16.1K $800K
AON
Aon PLC

Financial Services
17
+ 0.61%
$350.91 - $375.27 $5.97K - $6.38K
2.81K $1M
NKE
Nike, Inc.

Consumer Cyclical
205
+ 2.37%
$69.24 - $79.24 $14.2K - $16.2K
8.84K $616K
WM
Waste Management Inc

Industrials
704
+ 3.7%
$213.88 - $237.1 $151K - $167K
19.7K $4.35M
CODX
Co Diagnostics, Inc.

Healthcare
1K
+ 6.67%
$0.24 - $0.44 $240 - $440
16K $5K
Jpmorgan Chase Finl CO LLC
44
+ 0.12%
N/A
37.1K $0
Blackrock ETF Trust
9.99K
+ 6.72%
N/A
159K $0
LCTD
Blackrock ETF World Ex Us Carb
142
+ 2.42%
N/A
6.02K $0
Lam Research Corp
35
+ 0.26%
N/A
13.3K $0
Blackrock Inc
15
+ 2.95%
N/A
523 $0
Blackrock ETF Trust
106K
+ 148.67%
N/A
178K $0
Blackrock ETF Trust Ii
17K
+ 26.6%
N/A
80.7K $0
Capital Group Conservative E
1
+ 0.01%
N/A
18.1K $0
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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