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
$2.11 Million 0.16% of portfolio
39,278
Q4 2024 Reduced 1.79%
$0
$2.15 Million 0.16% of portfolio
84,363
Q4 2024 New
$0
$2.02 Million 0.16% of portfolio
15,863
Q4 2024 Reduced 0.37%
$76.5B
$2.14 Million 0.16% of portfolio
10,641
Q4 2024 Reduced 1.58%
$0
$2.11 Million 0.16% of portfolio
42,336
Q4 2024 Added 10.45%
$149B
$2.02 Million 0.15% of portfolio
8,779
Q4 2024 Reduced 1.33%
$18.5B
$1.91 Million 0.15% of portfolio
10,845
Q4 2024 Reduced 3.27%
$197B
$1.92 Million 0.15% of portfolio
5,471
Q4 2024 Added 419.07%
$818B
$1.96 Million 0.15% of portfolio
4,849
Q4 2024 Reduced 6.84%
$0
$1.93 Million 0.15% of portfolio
71,035
Q4 2024 Added 9.83%
$0
$1.9 Million 0.15% of portfolio
21,189
Q4 2024 Added 25.4%
$0
$1.91 Million 0.15% of portfolio
44,139
Q4 2024 Added 8.57%
$375B
$1.96 Million 0.15% of portfolio
5,045
Q4 2024 Reduced 12.41%
$50B
$1.78 Million 0.14% of portfolio
35,921
Q4 2024 Added 83.58%
$0
$1.77 Million 0.14% of portfolio
15,792
Q4 2024 Reduced 2.4%
$0
$1.78 Million 0.14% of portfolio
68,441
Q4 2024 Added 101.3%
$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%
$180B
$1.64 Million 0.13% of portfolio
14,722
Q4 2024 Reduced 14.58%
$17.4B
$1.69 Million 0.13% of portfolio
22,340
Q4 2024 Added 106.85%
$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%
$38B
$1.68 Million 0.13% of portfolio
21,980
Q4 2024 Added 2.83%
$0
$1.65 Million 0.13% of portfolio
93,131
Q4 2024 Reduced 6.56%
$24B
$1.64 Million 0.13% of portfolio
8,395
Q4 2024 Reduced 61.2%
$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%
$67.1B
$1.56 Million 0.12% of portfolio
6,929
Q4 2024 Added 43.73%
$1.01B
$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%
$1.3T
$1.59 Million 0.12% of portfolio
2,696
Q4 2024 Reduced 21.79%
$41.5B
$1.6 Million 0.12% of portfolio
13,526
Q4 2024 Added 0.27%
$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
33,116
Q4 2024 Added 14.94%
$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%
$134B
$1.48 Million 0.11% of portfolio
14,918
Q4 2024 Reduced 1.03%
$80.2B
$1.46 Million 0.11% of portfolio
11,567
Q4 2024 Added 6.07%
$0
$1.47 Million 0.11% of portfolio
8,662
Q4 2024 Reduced 53.82%
$72.6B
$1.31 Million 0.1% of portfolio
9,394
Q4 2024 Reduced 9.7%
$39.6B
$1.26 Million 0.1% of portfolio
126,789
Q4 2024 Reduced 12.35%
$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%

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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