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 Market Cap. of $10 Billions to $200 Billions
