Regal Investment Advisors LLC Portfolio Holdings

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 2024

Regal Investment Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.3 Billion distributed in 465 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $77.6M, Invesco Qqq Trust, Series 1 with a value of $33.1M, Apple Inc. with a value of $32.2M, Spdr S&P 500 ETF Trust with a value of $24.5M, and Microsoft Corp with a value of $23.8M.

Examining the 13F form we can see an decrease of $93.4M in the current position value, from $1.4B to 1.3B.

Regal Investment Advisors LLC is based out at Kentwood, MI

Below you can find more details about Regal Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.3 Billion
ETFs: $800 Million
Technology: $113 Million
Consumer Defensive: $68.2 Million
Healthcare: $64.2 Million
Financial Services: $57.5 Million
Consumer Cyclical: $51.7 Million
Industrials: $46.9 Million
Communication Services: $34.5 Million
Other: $62.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.6 Million 5.96% of portfolio
131,903
Q4 2024 Reduced 2.52%
$0
$33.1 Million 2.54% of portfolio
64,741
Q4 2024 Added 2.17%
$0
$24.5 Million 1.88% of portfolio
41,876
Q4 2024 Added 2.33%
$0
$22 Million 1.69% of portfolio
206,272
Q4 2024 Added 5.21%
$0
$21.6 Million 1.66% of portfolio
245,757
Q4 2024 Added 6.32%
$0
$21.4 Million 1.64% of portfolio
783,827
Q4 2024 Added 229.33%
$0
$19.5 Million 1.5% of portfolio
430,820
Q4 2024 Reduced 7.96%
$0
$18.5 Million 1.42% of portfolio
45,110
Q4 2024 Reduced 9.41%
$0
$17 Million 1.3% of portfolio
95,256
Q4 2024 Added 1.33%
$0
$14.6 Million 1.12% of portfolio
126,674
Q4 2024 Reduced 3.96%
$0
$14.2 Million 1.09% of portfolio
297,565
Q4 2024 Added 7.72%
$0
$14 Million 1.08% of portfolio
121,813
Q4 2024 Added 5.18%
$0
$13.6 Million 1.04% of portfolio
133,491
Q4 2024 Reduced 4.18%
$0
$12.5 Million 0.96% of portfolio
68,460
Q4 2024 Reduced 0.9%
$0
$10.1 Million 0.78% of portfolio
322,066
Q4 2024 Reduced 4.09%
$0
$10 Million 0.77% of portfolio
195,428
Q4 2024 Reduced 4.64%
$0
$9.34 Million 0.72% of portfolio
178,050
Q4 2024 Added 6.26%
$0
$9.39 Million 0.72% of portfolio
158,948
Q4 2024 Added 5.48%
$0
$9.07 Million 0.7% of portfolio
157,685
Q4 2024 Added 14.02%
$0
$8.92 Million 0.69% of portfolio
30,780
Q4 2024 Added 2.77%
$0
$8.92 Million 0.68% of portfolio
83,692
Q4 2024 Added 10.46%
$0
$8.7 Million 0.67% of portfolio
85,511
Q4 2024 Added 5.01%
$0
$8.42 Million 0.65% of portfolio
191,100
Q4 2024 Added 2.94%
$0
$7.77 Million 0.6% of portfolio
84,802
Q4 2024 Added 16.26%
$0
$7.87 Million 0.6% of portfolio
14,605
Q4 2024 Reduced 22.04%
$0
$7.38 Million 0.57% of portfolio
104,970
Q4 2024 Reduced 9.08%
$0
$6.97 Million 0.54% of portfolio
122,613
Q4 2024 Added 9.76%
$0
$6.85 Million 0.53% of portfolio
147,525
Q4 2024 Added 5.44%
$0
$6.94 Million 0.53% of portfolio
166,008
Q4 2024 Added 0.55%
$0
$6.81 Million 0.52% of portfolio
223,498
Q4 2024 Added 26.54%
$0
$6.64 Million 0.51% of portfolio
26,182
Q4 2024 Added 0.28%
$0
$6.56 Million 0.5% of portfolio
40,561
Q4 2024 Added 3.7%
$0
$6.23 Million 0.48% of portfolio
149,618
Q4 2024 Added 6.5%
$0
$6.26 Million 0.48% of portfolio
32,816
Q4 2024 Added 1.02%
$0
$6.26 Million 0.48% of portfolio
100,528
Q4 2024 Reduced 5.34%
$0
$6.14 Million 0.47% of portfolio
79,467
Q4 2024 Added 0.78%
$0
$6.09 Million 0.47% of portfolio
38,202
Q4 2024 Reduced 2.54%
$0
$5.97 Million 0.46% of portfolio
24,553
Q4 2024 Added 1.79%
$0
$5.81 Million 0.45% of portfolio
124,945
Q4 2024 Reduced 15.03%
$0
$5.69 Million 0.44% of portfolio
63,832
Q4 2024 Reduced 12.51%
$0
$5.34 Million 0.41% of portfolio
70,578
Q4 2024 Reduced 3.17%
$0
$4.96 Million 0.38% of portfolio
89,361
Q4 2024 Added 1.75%
$0
$5 Million 0.38% of portfolio
18,937
Q4 2024 Reduced 12.74%
$0
$4.77 Million 0.37% of portfolio
20,498
Q4 2024 Added 16.27%
$0
$4.53 Million 0.35% of portfolio
88,980
Q4 2024 Added 6.76%
$91.4B
$4.24 Million 0.33% of portfolio
17,517
Q4 2024 Reduced 4.49%
$0
$4 Million 0.31% of portfolio
126,945
Q4 2024 Added 0.28%
$0
$3.99 Million 0.31% of portfolio
41,150
Q4 2024 Reduced 20.76%
$0
$3.87 Million 0.3% of portfolio
18,715
Q4 2024 Added 462.01%

Summary

  • Portfolio
  • No. of Stocks 465
  • Current Value $1.3 Billion
  • Prior Value $1.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 28 stocks
  • Additional Purchases 206 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 209 stocks
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