Regal Investment Advisors LLC Reduced Holdings in Q4 2024

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.78K
- 30.92%
$115.08 - $119.55 $435K - $452K
8.45K $976K
SPYG
Spdr Portfolio

ETFs
-7.01K
- 26.06%
$81.74 - $91.38 $573K - $641K
19.9K $1.75M
QCOM
Qualcomm Inc

Technology
-2.46K
- 39.86%
$150.4 - $178.04 $370K - $438K
3.71K $569K
XOM
Exxon Mobil Corp

Energy
-1.81K
- 6.39%
$105.51 - $125.37 $191K - $227K
26.5K $2.85M
DHR
Danaher Corp

Healthcare
-118
- 1.33%
$226.16 - $274.52 $26.7K - $32.4K
8.78K $2.02M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.41K
- 2.52%
$570.51 - $610.59 $1.95M - $2.08M
132K $77.6M
IYH
Ishares Tr

ETFs
-4.71K
- 25.17%
$57.53 - $65.24 $271K - $307K
14K $816K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.24K
- 9.61%
$81.68 - $82.93 $346K - $351K
39.9K $3.27M
MPC
Marathon Petroleum Corp

Energy
-1.01K
- 9.7%
$131.65 - $174.84 $133K - $176K
9.39K $1.31M
META
Meta Platforms, Inc.

Communication Services
-751
- 21.79%
$554.08 - $632.68 $416K - $475K
2.7K $1.59M
RPRX
Royalty Pharma PLC

Healthcare
-11.1K
- 38.6%
$24.28 - $28.39 $270K - $316K
17.7K $451K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.68K
- 5.34%
$61.68 - $67.87 $350K - $385K
101K $6.26M
PLTR
Palantir Technologies Inc.

Technology
-21.5K
- 64.85%
$36.46 - $82.38 $784K - $1.77M
11.6K $880K
IGRO
Ishares Tr International Divid

ETFs
-4.06K
- 45.86%
$67.76 - $74.48 $275K - $303K
4.8K $326K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.95K
- 10.32%
$88.59 - $94.57 $261K - $279K
25.6K $2.28M
RTX
Raytheon Technologies Corp

Industrials
-2.42K
- 37.7%
$114.45 - $127.21 $277K - $308K
4K $462K
CVS
Cvs Health Corp

Healthcare
-3.05K
- 30.9%
$43.78 - $67.46 $134K - $206K
6.82K $306K
MRK
Merck & Co., Inc.

Healthcare
-1.31K
- 10.14%
$96.31 - $114.76 $126K - $150K
11.6K $1.15M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-367
- 3.27%
$176.4 - $231.84 $64.7K - $85.1K
10.8K $1.91M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-5.22K
- 3.96%
$111.85 - $120.71 $584K - $630K
127K $14.6M
BMY
Bristol Myers Squibb CO

Healthcare
-6.39K
- 50.69%
$51.92 - $59.94 $332K - $383K
6.21K $351K
DOW
Dow Inc.

Basic Materials
-1.95K
- 12.81%
$39.1 - $55.34 $76.1K - $108K
13.3K $531K
O
Realty Income Corp

Real Estate
-3.43K
- 30.25%
$51.76 - $64.71 $178K - $222K
7.91K $422K
UNH
Unitedhealth Group Inc

Healthcare
-180
- 7.37%
$485.52 - $625.25 $87.4K - $113K
2.26K $1.14M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-6.48K
- 25.28%
$50.63 - $59.0 $328K - $382K
19.2K $1.04M
F
Ford Motor CO

Consumer Cyclical
-17.9K
- 12.35%
$9.69 - $11.4 $173K - $204K
127K $1.26M
XLI
Industrial Sector Spdr

ETFs
-1.87K
- 27.8%
$131.76 - $143.99 $247K - $270K
4.87K $641K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.57K
- 8.46%
$75.1 - $82.99 $118K - $130K
17K $1.28M
ETN
Eaton Corp PLC

Industrials
-814
- 9.89%
$326.96 - $377.52 $266K - $307K
7.42K $2.46M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-6.54K
- 6.56%
$17.44 - $19.38 $114K - $127K
93.1K $1.65M
FIS
Fidelity National Information Services, Inc.

Technology
-857
- 1.33%
$80.14 - $90.95 $68.7K - $77.9K
63.5K $5.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-304
- 1.76%
$442.29 - $483.08 $134K - $147K
16.9K $7.68M
CL
Colgate Palmolive CO

Consumer Defensive
-1.53K
- 17.81%
$90.22 - $102.31 $138K - $156K
7.05K $640K
INTC
Intel Corp

Technology
-8.79K
- 41.88%
$19.07 - $26.23 $168K - $231K
12.2K $244K
SHW
Sherwin Williams CO

Basic Materials
-485
- 25.33%
$338.75 - $399.71 $164K - $194K
1.43K $486K
BOWL
Bowlero Corp.

Communication Services
-16.3K
- 42.52%
$10.01 - $12.64 $163K - $206K
22.1K $220K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.14K
- 46.24%
$55.73 - $66.16 $231K - $274K
4.81K $290K
LMT
Lockheed Martin Corp

Industrials
-149
- 9.59%
$479.66 - $614.62 $71.5K - $91.6K
1.4K $682K
GLD
Spdr Gold Trust

ETFs
-824
- 4.49%
$236.59 - $257.5 $195K - $212K
17.5K $4.24M
RLY
Ssga Active ETF Tr

ETFs
-2.71K
- 3.26%
$26.85 - $29.18 $72.7K - $79K
80.4K $2.17M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-1.5K
- 19.56%
$103.53 - $112.72 $156K - $169K
6.18K $643K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.18K
- 3.05%
$94.77 - $97.36 $112K - $115K
37.6K $3.59M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-177
- 8.95%
$396.64 - $516.74 $70.2K - $91.5K
1.8K $725K
SBUX
Starbucks Corp

Consumer Cyclical
-1.48K
- 16.26%
$87.44 - $102.5 $129K - $152K
7.63K $695K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-1.79K
- 13.07%
$53.86 - $60.27 $96.1K - $108K
11.9K $640K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.06K
- 34.76%
$91.29 - $91.8 $188K - $189K
3.86K $353K
PULS
Pgim ETF Tr

ETFs
-3.72K
- 19.38%
$49.51 - $49.79 $184K - $185K
15.5K $767K
EXC
Exelon Corp

Utilities
-3.66K
- 22.31%
$36.22 - $40.97 $132K - $150K
12.7K $479K
KLAC
Kla Corp

Technology
-111
- 14.12%
$614.46 - $829.55 $68.2K - $92.1K
675 $425K
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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