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
$1.76 Million 0.14% of portfolio
19,787
Q4 2024 Added 9.15%
$0
$1.86 Million 0.14% of portfolio
39,196
Q4 2024 Reduced 1.19%
$0
$1.81 Million 0.14% of portfolio
7,475
Q4 2024 Reduced 25.18%
$0
$1.67 Million 0.13% of portfolio
56,175
Q4 2024 Reduced 9.11%
$0
$1.75 Million 0.13% of portfolio
19,887
Q4 2024 Reduced 26.06%
$0
$1.72 Million 0.13% of portfolio
75,603
Q4 2024 Added 149.8%
$0
$1.65 Million 0.13% of portfolio
93,131
Q4 2024 Reduced 6.56%
$0
$1.5 Million 0.12% of portfolio
6,701
Q4 2024 Added 51.54%
$0
$1.57 Million 0.12% of portfolio
24,530
Q4 2024 Added 0.71%
$0
$1.59 Million 0.12% of portfolio
31,711
Q4 2024 Reduced 6.62%
$943M
$1.54 Million 0.12% of portfolio
59,252
Q4 2024 Reduced 5.73%
$0
$1.54 Million 0.12% of portfolio
84,640
Q4 2024 Added 18.72%
$0
$1.55 Million 0.12% of portfolio
11,817
Q4 2024 Added 5.55%
$0
$1.6 Million 0.12% of portfolio
16,367
Q4 2024 Added 12.18%
$0
$1.48 Million 0.11% of portfolio
36,664
Q4 2024 Reduced 0.43%
$0
$1.5 Million 0.11% of portfolio
6,771
Q4 2024 Reduced 46.06%
$0
$1.39 Million 0.11% of portfolio
10,256
Q4 2024 Added 2.15%
$0
$1.37 Million 0.11% of portfolio
28,427
Q4 2024 Added 32.0%
$0
$1.47 Million 0.11% of portfolio
8,662
Q4 2024 Reduced 53.82%
$0
$1.3 Million 0.1% of portfolio
28,614
Q4 2024 Added 0.14%
$0
$1.37 Million 0.1% of portfolio
17,042
Q4 2024 Added 22.14%
$0
$1.27 Million 0.1% of portfolio
25,461
Q4 2024 Added 14.37%
$0
$1.28 Million 0.1% of portfolio
16,985
Q4 2024 Reduced 8.46%
$0
$1.22 Million 0.09% of portfolio
47,520
Q4 2024 Added 17.05%
$0
$1.11 Million 0.09% of portfolio
23,948
Q4 2024 Added 2.11%
$0
$1.11 Million 0.09% of portfolio
45,305
Q4 2024 Added 22.93%
$0
$1.18 Million 0.09% of portfolio
10,747
Q4 2024 Reduced 9.29%
$0
$1.18 Million 0.09% of portfolio
10,684
Q4 2024 Reduced 3.83%
$0
$1.01 Million 0.08% of portfolio
5,478
Q4 2024 Added 20.21%
$0
$1.04 Million 0.08% of portfolio
19,155
Q4 2024 Reduced 25.28%
$0
$1.07 Million 0.08% of portfolio
16,739
Q4 2023 Added 9.84%
$0
$1.09 Million 0.08% of portfolio
32,082
Q4 2024 Added 2.25%
$0
$848,000 0.07% of portfolio
16,825
Q4 2024 Reduced 1.34%
$0
$953,000 0.07% of portfolio
9,500
Q4 2024 Reduced 49.29%
$0
$924,000 0.07% of portfolio
18,325
Q4 2024 Added 20.85%
$0
$946,000 0.07% of portfolio
2,225
Q4 2024 Added 27.36%
$0
$890,000 0.07% of portfolio
22,500
Q4 2024 Added 7.15%
$0
$855,000 0.07% of portfolio
23,850
Q4 2024 Added 66.56%
$0
$976,000 0.07% of portfolio
8,450
Q4 2024 Reduced 30.92%
$0
$870,000 0.07% of portfolio
11,449
Q4 2024 Reduced 89.21%
$0
$955,000 0.07% of portfolio
8,796
Q4 2024 Added 8.57%
$0
$772,000 0.06% of portfolio
35,495
Q4 2024 Added 13.87%
$0
$767,000 0.06% of portfolio
15,495
Q4 2024 Reduced 19.38%
$0
$817,000 0.06% of portfolio
17,396
Q4 2024 Added 84.01%
$0
$774,000 0.06% of portfolio
15,384
Q4 2024 Added 10.6%
$0
$775,000 0.06% of portfolio
17,839
Q4 2024 Added 8.33%
$0
$722,000 0.06% of portfolio
31,665
Q4 2024 Added 11.0%
$0
$816,000 0.06% of portfolio
14,012
Q4 2024 Reduced 25.17%
$0
$776,000 0.06% of portfolio
12,014
Q4 2024 Added 13.29%

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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