Regal Investment Advisors LLC Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$1.2B

Holdings

460

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (460 positions)

StockValue
IVVISHARES TR
$73.5M
NDQINVESCO QQQ TR
$28.9M
AAPLAPPLE INC
$27.5M
SCHDSCHWAB STRATEGIC TR
$27.0M
SPYSPDR S&P 500 ETF TR
$25.9M
FTCSFIRST TR EXCHANGE-TRADED FD
$23.1M
LQDISHARES TR
$22.4M
IUSBISHARES TR
$20.2M
MSFTMICROSOFT CORP
$17.7M
VUGVANGUARD INDEX FDS
$17.2M
ABBVABBVIE INC
$16.3M
QUALISHARES TR
$16.2M
NVDANVIDIA CORPORATION
$14.7M
VEAVANGUARD TAX-MANAGED FDS
$14.6M
IVWISHARES TR
$12.9M
IJRISHARES TR
$12.9M
PFFISHARES TR
$12.7M
PGPROCTER AND GAMBLE CO
$12.4M
GSLCGOLDMAN SACHS ETF TR
$11.8M
JNJJOHNSON & JOHNSON
$11.6M
VIGVANGUARD SPECIALIZED FUNDS
$10.4M
DYNFBLACKROCK ETF TRUST
$9.9M
VWOVANGUARD INTL EQUITY INDEX F
$9.8M
BACVERIZON COMMUNICATIONS INC
$9.3M
IVEISHARES TR
$9.2M
FAIFIRST TR EXCHANGE TRADED FD
$9.1M
VTIVANGUARD INDEX FDS
$9.0M
MOALTRIA GROUP INC
$8.7M
VYMIVANGUARD WHITEHALL FDS
$8.6M
MUBISHARES TR
$8.6M
AQLTISHARES TR
$8.5M
EFVISHARES TR
$8.4M
PWBINVESCO EXCHANGE TRADED FD T
$8.4M
CVXCHEVRON CORP NEW
$8.4M
MDTMEDTRONIC PLC
$8.1M
VOOVANGUARD INDEX FDS
$7.9M
TAT&T INC
$7.8M
PWVINVESCO EXCHANGE TRADED FD T
$7.7M
AFLAFLAC INC
$7.4M
BUFRFIRST TR EXCHNG TRADED FD VI
$7.4M
PFEPFIZER INC
$7.3M
AGGISHARES TR
$7.1M
GTOINVESCO ACTIVELY MANAGED EXC
$7.1M
EMREMERSON ELEC CO
$6.9M
AMZNAMAZON COM INC
$6.8M
MCDMCDONALDS CORP
$6.7M
MBBISHARES TR
$6.7M
VOTVANGUARD INDEX FDS
$6.5M
VOEVANGUARD INDEX FDS
$6.5M
DIVOAMPLIFY ETF TR
$6.3M
BSVVANGUARD BD INDEX FDS
$6.2M
PRFZINVESCO EXCHANGE TRADED FD T
$6.2M
VNQVANGUARD INDEX FDS
$6.0M
TLHISHARES TR
$5.9M
IJHISHARES TR
$5.9M
EFGISHARES TR
$5.9M
FDNFIRST TR EXCHANGE-TRADED FD
$5.7M
IYWISHARES TR
$5.6M
VCLTVANGUARD SCOTTSDALE FDS
$5.5M
WMTWALMART INC
$5.4M
EEMISHARES TR
$5.4M
FLTRVANECK ETF TRUST
$5.3M
OEFISHARES TR
$5.3M
AQLTISHARES TR
$5.3M
KOCOCA COLA CO
$5.3M
COSTCOSTCO WHSL CORP NEW
$5.2M
IBMINTERNATIONAL BUSINESS MACHS
$5.2M
HEFAISHARES TR
$5.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.1M
IVOLKRANESHARES TRUST
$5.1M
FAUGFIRST TR EXCHNG TRADED FD VI
$5.1M
GQ9SPDR GOLD TR
$4.9M
FLOTISHARES TR
$4.6M
XLUSELECT SECTOR SPDR TR
$4.5M
GOOGALPHABET INC
$4.5M
DYHTARGET CORP
$4.4M
CINFCINCINNATI FINL CORP
$4.4M
WMWASTE MGMT INC DEL
$4.4M
LZBLA Z BOY INC
$4.3M
IEMGISHARES INC
$4.3M
CSCOCISCO SYS INC
$4.3M
FISFIDELITY NATL INFORMATION SV
$4.2M
FLTBFIDELITY MERRIMACK STR TR
$3.9M
EMXCISHARES INC
$3.8M
EOGEOG RES INC
$3.8M
XLFSELECT SECTOR SPDR TR
$3.8M
VOVANGUARD INDEX FDS
$3.8M
GSIEGOLDMAN SACHS ETF TR
$3.7M
VWOBVANGUARD WHITEHALL FDS
$3.7M
JNKSPDR SER TR
$3.6M
CPAYCORPAY INC
$3.6M
SCHGSCHWAB STRATEGIC TR
$3.6M
EDCONSOLIDATED EDISON INC
$3.6M
CMECME GROUP INC
$3.5M
FANGDIAMONDBACK ENERGY INC
$3.5M
GHYBGOLDMAN SACHS ETF TR
$3.5M
TOLTOLL BROTHERS INC
$3.5M
IAU*ISHARES GOLD TR
$3.4M
ABXBARRICK GOLD CORP
$3.4M
AQLTISHARES TR
$3.4M
Page 1 of 5Next