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
UAA
Under Armour, Inc.

Consumer Cyclical
-3.1K
- 21.64%
$8.21 - $11.13 $25.5K - $34.5K
11.2K $92K
PSEC
Prospect Capital Corp

Financial Services
-1.48K
- 5.99%
$4.16 - $5.34 $6.17K - $7.92K
23.3K $100K
TIP
Ishares Tr Tips Bd ETF

ETFs
-173
- 5.58%
$106.33 - $110.69 $18.4K - $19.1K
2.93K $311K
RSG
Republic Services, Inc.

Industrials
-171
- 1.58%
$198.0 - $218.75 $33.9K - $37.4K
10.6K $2.14M
MA
Mastercard Inc

Financial Services
-169
- 8.58%
$491.3 - $536.15 $83K - $90.6K
1.8K $948K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-362
- 6.27%
$50.62 - $52.07 $18.3K - $18.8K
5.42K $276K
BNDX
Vanguard Total International B

ETFs
-219
- 2.07%
$48.91 - $50.61 $10.7K - $11.1K
10.4K $508K
C
Citigroup Inc

Financial Services
-792
- 17.69%
$61.31 - $72.5 $48.6K - $57.4K
3.69K $259K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-171
- 3.34%
$100.22 - $100.73 $17.1K - $17.2K
4.96K $497K
DIS
Walt Disney CO

Communication Services
-2.51K
- 14.58%
$92.39 - $117.6 $232K - $296K
14.7K $1.64M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-228
- 1.34%
$50.35 - $50.69 $11.5K - $11.6K
16.8K $848K
ACWI
Ishares Msci Acwi ETF

ETFs
-78
- 2.69%
$117.05 - $123.03 $9.13K - $9.6K
2.83K $332K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-800
- 7.05%
$24.94 - $25.74 $20K - $20.6K
10.5K $269K
OEF
Ishares S&P 100 ETF

ETFs
-54
- 0.59%
N/A
9.15K $2.43M
AB
Alliancebernstein Holding L.P.

Financial Services
-916
- 9.98%
$34.59 - $38.68 $31.7K - $35.4K
8.26K $306K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-38
- 0.53%
$77.86 - $79.27 $2.96K - $3.01K
7.09K $552K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-166
- 5.14%
$100.38 - $107.86 $16.7K - $17.9K
3.06K $315K
TYL
Tyler Technologies Inc

Technology
-9
- 1.04%
$576.64 - $635.69 $5.19K - $5.72K
859 $495K
AKYA
Akoya Biosciences, Inc.

Healthcare
-265
- 1.49%
$2.07 - $3.24 $549 - $859
17.5K $39K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-407
- 11.14%
$77.25 - $91.3 $31.4K - $37.2K
3.25K $277K
STKL
Sun Opta Inc.

Consumer Defensive
-3.55K
- 17.17%
$5.72 - $7.89 $20.3K - $28K
17.1K $132K
Corpay Inc
-240
- 1.43%
N/A
16.5K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-50.5K
- 77.95%
N/A
14.3K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1.05K
- 13.26%
N/A
6.87K $0
Jpmorgan Chase Finl CO LLC
-3.28K
- 7.11%
N/A
42.8K $0
ENB
Enbridge Inc

Energy
-508
- 3.26%
$40.4 - $43.92 $20.5K - $22.3K
15.1K $639K
VRSK
Verisk Analytics, Inc.

Industrials
-2
- 0.11%
$262.86 - $294.75 $526 - $590
1.79K $493K
HBAN
Huntington Bancshares Inc

Financial Services
-839
- 4.52%
$14.18 - $18.2 $11.9K - $15.3K
17.7K $288K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-3
- 0.36%
$340.59 - $380.5 $1.02K - $1.14K
834 $305K
DAL
Delta Air Lines, Inc.

Industrials
-810
- 11.28%
$47.46 - $65.77 $38.4K - $53.3K
6.37K $385K
CAH
Cardinal Health Inc

Healthcare
-6
- 0.2%
$107.89 - $125.33 $647 - $752
3.01K $355K
WW
Ww International, Inc.

Consumer Cyclical
-300
- 0.42%
$0.72 - $1.96 $216 - $588
70.5K $89K
DLR
Digital Realty Trust, Inc.

Real Estate
-59
- 2.42%
$156.46 - $195.69 $9.23K - $11.5K
2.38K $422K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-811
- 4.25%
$9.71 - $15.34 $7.87K - $12.4K
18.3K $243K
CRM
Salesforce, Inc.

Technology
-108
- 9.05%
$270.87 - $367.87 $29.3K - $39.7K
1.09K $363K
OKE
Oneok Inc

Energy
-19
- 0.45%
$92.28 - $117.05 $1.75K - $2.22K
4.2K $422K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-150
- 1.22%
$19.44 - $28.35 $2.92K - $4.25K
12.1K $311K
NOW
Service Now, Inc.

Technology
-71
- 8.71%
$867.18 - $1148.42 $61.6K - $81.5K
744 $788K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-89
- 1.21%
$71.19 - $91.57 $6.34K - $8.15K
7.24K $604K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-225
- 3.31%
$316.94 - $357.88 $71.3K - $80.5K
6.57K $2.26M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-94
- 4.89%
$173.13 - $258.09 $16.3K - $24.3K
1.83K $422K
T
At&T Inc.

Communication Services
-7.69K
- 2.1%
$21.22 - $23.88 $163K - $184K
358K $8.16M
CALM
Cal Maine Foods Inc

Consumer Defensive
-406
- 7.59%
$75.41 - $112.24 $30.6K - $45.6K
4.94K $508K
IYW
Ishares Dj Us Tech ETF

ETFs
-996
- 2.54%
$148.14 - $166.23 $148K - $166K
38.2K $6.09M
CRWD
Crowd Strike Holdings, Inc.

Technology
-63
- 2.09%
$275.15 - $388.2 $17.3K - $24.5K
2.95K $1.01M
CME
Cme Group Inc.

Financial Services
-288
- 1.45%
$221.17 - $246.02 $63.7K - $70.9K
19.6K $4.56M
NFLX
Netflix Inc

Communication Services
-8
- 0.76%
$687.65 - $936.56 $5.5K - $7.49K
1.05K $934K
JPM
Jpmorgan Chase & CO

Financial Services
-1.11K
- 6.71%
$205.18 - $250.29 $227K - $277K
15.4K $3.68M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.83K
- 4.18%
$94.43 - $105.47 $550K - $615K
133K $13.6M
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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