Regal Investment Advisors LLC Q2 2024 Filing

Filed August 15, 2024

Portfolio Value

$1532.5T

Holdings

569

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (569 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
139,410$76.3T4.98%
2
NDQINVESCO QQQ TR
110,698$53.0T3.46%Put
3
MSFTMICROSOFT CORP
69,693$31.1T2.03%
4
AAPLAPPLE INC
142,682$30.1T1.96%
5
ONEQFIDELITY COMWLTH TR
357,693$25.0T1.63%
6
SPYSPDR S&P 500 ETF TR
45,007$24.5T1.60%
7
ITOTISHARES TR
203,091$24.1T1.57%
8
NVDANVIDIA CORPORATION
186,832$23.1T1.51%
9
LQDISHARES TR
192,393$20.6T1.34%
10
FTCSFIRST TR EXCHANGE-TRADED FD
225,739$19.0T1.24%
11
ABBVABBVIE INC
109,031$18.7T1.22%
12
SCHDSCHWAB STRATEGIC TR
235,706$18.3T1.20%
13
VUGVANGUARD INDEX FDS
48,272$18.1T1.18%
14
HEFAISHARES TR
443,104$15.8T1.03%
15
PGPROCTER AND GAMBLE CO
94,073$15.5T1.01%
16
BUFFINNOVATOR ETFS TRUST
350,841$15.0T0.98%
17
GSLCGOLDMAN SACHS ETF TR
138,889$14.9T0.97%
18
AMZNAMAZON COM INC
76,021$14.7T0.96%
19
SPGPINVESCO EXCHANGE TRADED FD T
139,284$14.3T0.93%
20
VOOVANGUARD INDEX FDS
28,105$14.1T0.92%
21
QUALISHARES TR
81,003$13.8T0.90%
22
IUSBISHARES TR
296,127$13.4T0.87%
23
VEAVANGUARD TAX-MANAGED FDS
268,294$13.3T0.87%
24
IJRISHARES TR
119,958$12.8T0.83%
25
JNJJOHNSON & JOHNSON
87,349$12.8T0.83%
26
VIGVANGUARD SPECIALIZED FUNDS
67,955$12.4T0.81%
27
AQLTISHARES TR
510,823$11.5T0.75%
28
MOALTRIA GROUP INC
251,933$11.5T0.75%
29
IVWISHARES TR
120,033$11.1T0.72%
30
JAAAJANUS DETROIT STR TR
207,597$10.6T0.69%
31
PFFISHARES TR
324,892$10.3T0.67%
32
EMREMERSON ELEC CO
89,395$9.8T0.64%
33
BACVERIZON COMMUNICATIONS INC
231,010$9.5T0.62%
34
UCONFIRST TR EXCHNG TRADED FD VI
389,013$9.5T0.62%
35
GOOGLALPHABET INC
50,138$9.1T0.60%
36
AFLAFLAC INC
99,835$8.9T0.58%
37
CVXCHEVRON CORP NEW
55,951$8.8T0.57%
38
AQLTISHARES TR
119,685$8.7T0.57%
39
DGRWWISDOMTREE TR
110,328$8.6T0.56%
40
FAIFIRST TR EXCHANGE-TRADED FD
149,126$8.5T0.56%
41
MDTMEDTRONIC PLC
108,204$8.5T0.56%
42
VTIVANGUARD INDEX FDS
30,176$8.1T0.53%
43
BRK/BBERKSHIRE HATHAWAY INC DEL
19,709$8.0T0.52%
44
FAUGFIRST TR EXCHNG TRADED FD VI
181,203$8.0T0.52%
45
VWOVANGUARD INTL EQUITY INDEX F
181,104$7.9T0.52%
46
PFEPFIZER INC
282,398$7.9T0.52%
47
GOOGALPHABET INC
42,060$7.7T0.50%
48
RSPTINVESCO EXCHANGE TRADED FD T
210,019$7.7T0.50%
49
MCDMCDONALDS CORP
30,179$7.7T0.50%
50
MUBISHARES TR
71,938$7.7T0.50%
51
EFGISHARES TR
73,568$7.5T0.49%
52
DYNFBLACKROCK ETF TRUST
153,656$7.2T0.47%
53
TAT&T INC
376,145$7.2T0.47%
54
EEMISHARES TR
168,505$7.2T0.47%
55
JEPIJ P MORGAN EXCHANGE TRADED F
126,523$7.2T0.47%
56
PWBINVESCO EXCHANGE TRADED FD T
73,918$7.0T0.46%
57
FYTFIRST TR EXCHANGE-TRADED ALP
133,414$6.9T0.45%
58
NFTYFIRST TR EXCH TRD ALPHDX FD
114,346$6.9T0.45%
59
XLRESELECT SECTOR SPDR TR
177,857$6.8T0.45%
60
SRLNSSGA ACTIVE ETF TR
162,306$6.8T0.44%
61
XFEBFIRST TR EXCH TRADED FD III
390,156$6.8T0.44%
62
IJHISHARES TR
112,705$6.6T0.43%
63
DYHTARGET CORP
43,921$6.5T0.42%
64
VNQVANGUARD INDEX FDS
74,313$6.2T0.41%
65
GTOPOWERSHARES ACTIVELY MANAGED
133,194$6.2T0.40%
66
JPMJPMORGAN CHASE & CO.
30,528$6.2T0.40%
67
FANGDIAMONDBACK ENERGY INC
30,514$6.1T0.40%
68
VOEVANGUARD INDEX FDS
39,693$6.0T0.39%
69
BSVVANGUARD BD INDEX FDS
77,784$6.0T0.39%
70
VOTVANGUARD INDEX FDS
25,550$5.9T0.38%
71
COSTCOSTCO WHSL CORP NEW
6,813$5.8T0.38%
72
WMTWALMART INC
84,178$5.7T0.37%
73
KOCOCA COLA CO
87,024$5.5T0.36%
74
PWVINVESCO EXCHANGE TRADED FD T
100,630$5.5T0.36%
75
FISFIDELITY NATL INFORMATION SV
72,681$5.5T0.36%
76
PPAINVESCO EXCHANGE TRADED FD T
52,992$5.4T0.36%
77
WMWASTE MGMT INC DEL
25,024$5.3T0.35%
78
IYWISHARES TR
35,180$5.3T0.35%
79
EDCONSOLIDATED EDISON INC
57,814$5.2T0.34%
80
TOLTOLL BROTHERS INC
44,488$5.1T0.33%
81
XOMEXXON MOBIL CORP
44,375$5.1T0.33%
82
GIGBGOLDMAN SACHS ETF TR
112,878$5.1T0.33%
83
EOGEOG RES INC
40,526$5.1T0.33%
84
IVEISHARES TR
28,000$5.1T0.33%
85
SCHGSCHWAB STRATEGIC TR
50,094$5.1T0.33%
86
PRFZINVESCO EXCHANGE TRADED FD T
131,020$5.0T0.33%
87
VOVANGUARD INDEX FDS
20,235$4.9T0.32%
88
CVSCVS HEALTH CORP
82,350$4.9T0.32%
89
LLYELI LILLY & CO
5,323$4.8T0.31%
90
FDNFIRST TR EXCHANGE-TRADED FD
23,137$4.7T0.31%
91
GNRCGENERAC HLDGS INC
35,709$4.7T0.31%
92
PEPPEPSICO INC
28,553$4.7T0.31%
93
MBBISHARES TR
49,995$4.6T0.30%
94
BLDRBUILDERS FIRSTSOURCE INC
32,828$4.5T0.30%
95
CPAYCORPAY INC
16,732$4.5T0.29%
96
ABXBARRICK GOLD CORP
267,143$4.5T0.29%
97
GSIEGOLDMAN SACHS ETF TR
132,233$4.4T0.29%
98
XLESELECT SECTOR SPDR TR
48,314$4.4T0.29%
99
CINFCINCINNATI FINL CORP
36,947$4.4T0.28%
100
CSCOCISCO SYS INC
91,772$4.4T0.28%
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