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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.59 Million 0.28% of portfolio
37,577
Q4 2024 Reduced 3.05%
$0
$3.47 Million 0.27% of portfolio
18,282
Q4 2024 Added 3.83%
$335B
$3.46 Million 0.27% of portfolio
78,767
Q4 2024 Added 78.74%
$34.3B
$3.57 Million 0.27% of portfolio
230,266
Q4 2024 Reduced 10.03%
$0
$3.53 Million 0.27% of portfolio
73,098
Q4 2024 Added 43.68%
$0
$3.51 Million 0.27% of portfolio
35,307
Q4 2024 Reduced 21.92%
$93.9B
$3.36 Million 0.26% of portfolio
31,142
Q4 2024 Reduced 9.18%
$0
$3.36 Million 0.26% of portfolio
53,813
Q4 2024 Added 7.57%
$0
$3.28 Million 0.25% of portfolio
142,562
Q4 2024 Reduced 44.11%
$0
$3.27 Million 0.25% of portfolio
39,863
Q4 2024 Reduced 9.61%
$94.5B
$3.27 Million 0.25% of portfolio
38,829
Q4 2024 New
$0
$3.31 Million 0.25% of portfolio
95,391
Q4 2024 Reduced 53.62%
$0
$3.25 Million 0.25% of portfolio
80,175
Q4 2024 Reduced 20.74%
$0
$3.07 Million 0.24% of portfolio
45,240
Q4 2024 Reduced 9.57%
$0
$3.17 Million 0.24% of portfolio
41,642
Q4 2024 Added 1.12%
$0
$3.11 Million 0.24% of portfolio
30,741
Q4 2024 Added 1.35%
$0
$2.95 Million 0.23% of portfolio
48,546
Q4 2024 Added 1.76%
$496B
$2.85 Million 0.22% of portfolio
26,485
Q4 2024 Reduced 6.39%
$67.8B
$2.93 Million 0.22% of portfolio
12,628
Q4 2024 Reduced 14.97%
$0
$2.81 Million 0.22% of portfolio
32,225
Q4 2024 Reduced 13.98%
$0
$2.7 Million 0.21% of portfolio
107,294
Q4 2024 Added 3.41%
$0
$2.77 Million 0.21% of portfolio
6,895
Q4 2024 Added 2.38%
$198B
$2.64 Million 0.2% of portfolio
20,995
Q4 2024 Added 165.49%
$0
$2.59 Million 0.2% of portfolio
18,820
Q4 2024 Reduced 6.5%
$64.1B
$2.49 Million 0.19% of portfolio
90,782
Q4 2024 Added 6.56%
$108B
$2.46 Million 0.19% of portfolio
7,418
Q4 2024 Reduced 9.89%
$100B
$2.48 Million 0.19% of portfolio
30,117
Q4 2024 Added 5.94%
$0
$2.46 Million 0.19% of portfolio
21,509
Q4 2024 Added 6.97%
$785B
$2.5 Million 0.19% of portfolio
3,238
Q4 2024 Reduced 29.42%
$0
$2.43 Million 0.19% of portfolio
9,148
Q4 2024 Reduced 0.59%
$0
$2.43 Million 0.19% of portfolio
25,056
Q4 2024 Added 16.24%
$11.2B
$2.3 Million 0.18% of portfolio
4,939
Q4 2024 New
$0
$2.32 Million 0.18% of portfolio
30,950
Q4 2024 Added 6.2%
$0
$2.35 Million 0.18% of portfolio
30,719
Q4 2024 Added 0.24%
$145B
$2.34 Million 0.18% of portfolio
9,471
Q4 2024 Added 5.94%
$0
$2.32 Million 0.18% of portfolio
13,258
Q4 2024 Reduced 36.91%
$0
$2.17 Million 0.17% of portfolio
80,400
Q4 2024 Reduced 3.26%
$0
$2.22 Million 0.17% of portfolio
28,307
Q4 2024 Reduced 16.2%
$0
$2.15 Million 0.17% of portfolio
11,426
Q4 2024 Added 4.26%
$0
$2.28 Million 0.17% of portfolio
25,639
Q4 2024 Reduced 10.32%
$0
$2.22 Million 0.17% of portfolio
23,959
Q4 2024 Reduced 1.72%
$0
$2.26 Million 0.17% of portfolio
6,567
Q4 2024 Reduced 3.31%
$166B
$2.17 Million 0.17% of portfolio
4,363
Q4 2024 Reduced 0.98%
$0
$2.03 Million 0.16% of portfolio
25,062
Q4 2024 Added 7.38%
$17.6B
$2.04 Million 0.16% of portfolio
32,349
Q4 2024 Reduced 37.73%
$0
$2.14 Million 0.16% of portfolio
28,657
Q4 2024 Added 8.57%
$0
$2.13 Million 0.16% of portfolio
91,371
Q4 2024 Added 127.03%
$0
$2.06 Million 0.16% of portfolio
16,009
Q4 2024 Added 0.24%
$0
$2.13 Million 0.16% of portfolio
10,725
Q4 2024 Added 2.92%

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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