Regal Investment Advisors LLC Q1 2018 Filing

Filed April 25, 2018

Portfolio Value

$452.5B

Holdings

311

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (311 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
56,007$14.9B3.28%
2
IJRISHARES TR
138,932$10.7B2.36%
3
LQDISHARES TR
87,600$10.3B2.27%
4
SPYSPDR S&P 500 ETF TR
38,718$10.2B2.25%
5
VEAVANGUARD TAX MANAGED INTL FD
184,256$8.2B1.80%
6
PFFISHARES TR
213,097$8.0B1.77%
7
EEMISHARES TR
162,392$7.8B1.73%
8
ABBVABBVIE INC
76,584$7.2B1.60%
9
MSFTMICROSOFT CORP
78,184$7.1B1.58%
10
TAT&T INC
184,034$6.6B1.45%
11
EDCONSOLIDATED EDISON INC
76,224$5.9B1.31%
12
AAPLAPPLE INC
35,131$5.9B1.30%
13
FLOTISHARES TR
114,099$5.8B1.28%
14
IJHISHARES TR
30,844$5.8B1.28%
15
VIGVANGUARD GROUP
56,178$5.7B1.25%
16
JNJJOHNSON & JOHNSON
43,579$5.6B1.23%
17
EMREMERSON ELEC CO
81,143$5.5B1.22%
18
MCDMCDONALDS CORP
35,095$5.5B1.21%
19
VUGVANGUARD INDEX FDS
37,735$5.4B1.18%
20
DOWDUPONT INC
81,317$5.2B1.14%
21
SCHDSCHWAB STRATEGIC TR
105,335$5.2B1.14%
22
VTVVANGUARD INDEX FDS
48,821$5.0B1.11%
23
BSVVANGUARD BD INDEX FD INC
63,160$5.0B1.09%
24
PGPROCTER AND GAMBLE CO
61,711$4.9B1.08%
25
IWFISHARES TR
32,796$4.5B0.99%
26
FPFFIRST TR EXCH TRADED FD III
65,864$4.3B0.95%
27
VWOVANGUARD INTL EQUITY INDEX F
89,928$4.2B0.93%
28
MOALTRIA GROUP INC
66,075$4.1B0.91%
29
RFEMFIRST TR EXCH TRADED FD III
54,948$4.1B0.90%
30
RFDIFIRST TR EXCH TRADED FD III
63,406$4.1B0.90%
31
VNQVANGUARD INDEX FDS
53,485$4.0B0.89%
32
FDNFIRST TR EXCHANGE TRADED FD
29,934$3.6B0.80%
33
DISDISNEY WALT CO
35,138$3.5B0.78%
34
LZBLA Z BOY INC
116,451$3.5B0.77%
35
FIRST TR EXCH TRADED FD III
56,330$3.4B0.75%
36
DUKDUKE ENERGY CORP NEW
43,058$3.3B0.74%
37
FTAFIRST TR LRG CP VL ALPHADEX
61,072$3.2B0.71%
38
AEPAMERICAN ELEC PWR INC
45,528$3.1B0.69%
39
XOMEXXON MOBIL CORP
40,380$3.0B0.67%
40
BRK/BBERKSHIRE HATHAWAY INC DEL
14,984$3.0B0.66%
41
PEPPEPSICO INC
26,598$2.9B0.64%
42
PFEPFIZER INC
81,276$2.9B0.64%
43
FAIFIRST TR EXCHANGE TRADED FD
94,845$2.7B0.60%
44
FYXFIRST TR SML CP CORE ALPHA F
44,687$2.7B0.59%
45
MUBISHARES TR
24,537$2.7B0.59%
46
MAMASTERCARD INCORPORATED
14,486$2.5B0.56%
47
GOOGALPHABET INC
2,450$2.5B0.56%
48
VOEVANGUARD INDEX FDS
22,926$2.5B0.55%
49
BLKCHFBLACKROCK INC
4,604$2.5B0.55%
50
GEGENERAL ELECTRIC CO
179,029$2.4B0.53%
51
COPCONOCOPHILLIPS
40,692$2.4B0.53%
52
VOTVANGUARD INDEX FDS
18,301$2.4B0.52%
53
UTXZUNITED TECHNOLOGIES CORP
18,812$2.4B0.52%
54
RLYSSGA ACTIVE ETF TR
91,104$2.4B0.52%
55
AQLTISHARES TR
35,317$2.3B0.51%
56
KOCOCA COLA CO
53,343$2.3B0.51%
57
UNPUNION PAC CORP
17,236$2.3B0.51%
58
ORLYO REILLY AUTOMOTIVE INC NEW
9,148$2.3B0.50%
59
VOVANGUARD INDEX FDS
14,274$2.2B0.49%
60
VBVANGUARD INDEX FDS
14,787$2.2B0.48%
61
MMM3M CO
9,853$2.2B0.48%
62
USMVISHARES TR
40,756$2.1B0.47%
63
ADIANALOG DEVICES INC
22,871$2.1B0.46%
64
ANDEAVOR
20,704$2.1B0.46%
65
AXPAMERICAN EXPRESS CO
22,257$2.1B0.46%
66
MUMICRON TECHNOLOGY INC
39,117$2.0B0.45%
67
POWERSHARES QQQ TRUST
12,647$2.0B0.45%
68
UTHUNITED THERAPEUTICS CORP DEL
17,858$2.0B0.44%
69
CLXCLOROX CO DEL
14,681$2.0B0.43%
70
IDIINTERDIGITAL INC
26,502$2.0B0.43%
71
STTSPDR SERIES TRUST
53,963$1.9B0.43%
72
VTIVANGUARD INDEX FDS
14,224$1.9B0.43%
73
HUMHUMANA INC
7,114$1.9B0.42%
74
ORCLORACLE CORP
41,597$1.9B0.42%
75
WFCWELLS FARGO CO NEW
36,130$1.9B0.42%
76
CINFCINCINNATI FINL CORP
25,216$1.9B0.41%
77
GQ9SPDR GOLD TRUST
14,792$1.9B0.41%
78
EFAISHARES TR
26,653$1.9B0.41%
79
SF9SANDERSON FARMS INC
15,604$1.9B0.41%
80
BKBANK NEW YORK MELLON CORP
35,876$1.8B0.41%
81
BACBANK AMER CORP
61,418$1.8B0.41%
82
ICPTUSDINTERCEPT PHARMACEUTICALS IN
29,511$1.8B0.40%
83
BBBYEURBED BATH & BEYOND INC
85,524$1.8B0.40%
84
HDVISHARES TR
21,127$1.8B0.39%
85
CERNCHFCERNER CORP
30,777$1.8B0.39%
86
EXPRESS SCRIPTS HLDG CO
25,047$1.7B0.38%
87
SRCLSTERICYCLE INC
29,511$1.7B0.38%
88
ADPAUTOMATIC DATA PROCESSING IN
14,928$1.7B0.37%
89
CMPCOMPASS MINERALS INTL INC
27,108$1.6B0.36%
90
WMTWALMART INC
18,329$1.6B0.36%
91
DDOMINION ENERGY INC
23,984$1.6B0.36%
92
MCKMCKESSON CORP
11,460$1.6B0.36%
93
VWOBVANGUARD WHITEHALL FDS INC
20,537$1.6B0.36%
94
SCZISHARES TR
24,688$1.6B0.36%
95
PNCPNC FINL SVCS GROUP INC
10,468$1.6B0.35%
96
AFLAFLAC INC
35,968$1.6B0.35%
97
IUSVISHARES TR
28,327$1.5B0.33%
98
MATMATTEL INC
114,273$1.5B0.33%
99
INTCINTEL CORP
28,750$1.5B0.33%
100
AGGISHARES TR
13,627$1.5B0.32%
Page 1 of 4Next