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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$408,000 0.03% of portfolio
33,559
Q4 2024 Added 12.01%
$0
$264,000 0.02% of portfolio
13,569
Q3 2024 Reduced 6.86%
$0
$196,000 0.02% of portfolio
16,168
Q4 2024 Added 5.52%
$0
$145,000 0.01% of portfolio
17,250
Q3 2023 Reduced 17.43%
$0
$100,000 0.01% of portfolio
23,281
Q4 2024 Reduced 5.99%
$0
$81,000 0.01% of portfolio
13,606
Q2 2023 New
$0
$170,000 0.01% of portfolio
15,406
Q3 2024 Added 40.64%
$37.5M
$40,000 0.0% of portfolio
27,204
Q4 2024 Added 88.15%
$0
$64,000 0.0% of portfolio
13,350
Q1 2023 Reduced 32.07%

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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