Regal-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "INDI",
  null,
  "KRYS",
  null,
  "GDX",
  null,
  null,
  null,
  "MGEE",
  null,
  "MP",
  null,
  "MU",
  null,
  "JXN",
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "ALNY",
  null,
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "MBWM",
  null,
  "PSEC",
  null,
  null,
  "EOG",
  null,
  null,
  "EXPE",
  null,
  null,
  null,
  "MUJ",
  null,
  "BFC",
  "FITB",
  null,
  null,
  "GIS",
  "ALDX",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "ETW",
  null,
  null,
  "UNP",
  "QCOM",
  null,
  null,
  null,
  null,
  "HUBS",
  "EMXC",
  null,
  "GSIE",
  null,
  "RIVN",
  "EMR",
  "PI",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  "NXJ",
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  "TSI",
  null,
  "STKL",
  null,
  null,
  null,
  "PMM",
  "PDX",
  null,
  null,
  "KNSL",
  "KMI",
  "LRCX",
  "IWS",
  null,
  null,
  null,
  null,
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  null,
  "EXC",
  null,
  "FIS",
  null,
  "GE",
  null,
  null,
  null,
  "ODFL",
  null,
  "ORLY",
  "BX",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "ORCL",
  "OKE",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  null,
  "IEMG",
  null,
  "IVV",
  null,
  null,
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "FNDX",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "SPG",
  "O",
  "SNA",
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "AMT",
  null,
  "RSG",
  null,
  null,
  "IBM",
  "STLD",
  "SBUX",
  "SNPS",
  "TXN",
  "TGT",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "LZB",
  "VXF",
  "SOUN",
  "VV",
  "VOE",
  "SBLK",
  "AB",
  null,
  "VWO",
  null,
  "VSS",
  null,
  null,
  "VCIT",
  null,
  "FIVN",
  "VIG",
  null,
  "ULTA",
  null,
  null,
  "GSK",
  null,
  null,
  "ETR",
  "VYM",
  "VRTX",
  "VRSK",
  null,
  null,
  "AON",
  "UAA",
  null,
  "TOL",
  "AFL",
  "APH",
  "AMD",
  "X",
  "SDY",
  "FI",
  "CPAY",
  "NTRA",
  "F",
  "GNRC",
  "AJG",
  "WM",
  "IWP",
  null,
  "GSLC",
  "CAH",
  "AEP",
  "FSI",
  "EXTR",
  null,
  null,
  "VIGI",
  "AMZN",
  null,
  null,
  "CLF",
  null,
  "IVE",
  null,
  "PFG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ABEV",
  null,
  null,
  "HBAN",
  null,
  "VGT",
  "VUG",
  "VEA",
  null,
  "VNQI",
  null,
  "VYMI",
  null,
  "MGK",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WES",
  "WFC",
  "HOWL",
  "WWD",
  null,
  null,
  null,
  "WW",
  "ZETA",
  null,
  null,
  "LNT",
  null,
  null,
  "DTE",
  "SCHD",
  null,
  "DVY",
  "SCHG",
  "SCHF",
  null,
  "SCHA",
  null,
  "NZF",
  "SO",
  "ON",
  "PSX",
  "RPRX",
  null,
  "SYY",
  "DIA",
  null,
  null,
  "IXUS",
  "MTUM",
  "IUSV",
  null,
  null,
  "SPYV",
  null,
  null,
  null,
  "ESGU",
  null,
  "NUE",
  "FDX",
  null,
  "KMB",
  "ADP",
  "BAC",
  null,
  "BRK-B",
  null,
  null,
  null,
  "BA",
  "BMY",
  "BTI",
  "BLDR",
  "CALM",
  "CBOE",
  "CASY",
  "CVX",
  "GTLS",
  "CINF",
  "CB",
  "CHRD",
  "CSCO",
  "C",
  "CLX",
  "CNA",
  "CODX",
  "CME",
  "KO",
  "COIN",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "CRWD",
  "CVS",
  "CYBR",
  "DHR",
  "DE",
  "FANG",
  "DAL",
  "DFAC",
  "DLR",
  "RSP",
  "EWJ",
  "IJT",
  null,
  "EFA",
  "USMV",
  "IWB",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 460
Total Value: 1236193797
Accession Number: 0001559789-25-000002
Form Type: 13F-HR
CIK: regal-investment-advisors
Manager Name: Regal-Investment-Advisors

Data Enrichment

62% identified

284 identified176 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

460 positions • $1,236,193.797K total value

460 positions

Manager:

SEC FilingSEC DataHachi Filing

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78464A409

SPYG|78464A409

Shares:17.1K

Value:$1.4M

Walt Disney Co

DIS|254687106

Shares:13.9K

Value:$1.4M

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:5.7K

Value:$1.4M

92189F106

GDX|92189F106

Shares:29.5K

Value:$1.4M

464287887

IJT|464287887

Shares:10.8K

Value:$1.3M

92189F676

Shares:6.3K

Value:$1.3M

78463X756

Shares:23.1K

Value:$1.3M

46436E767

Shares:27.7K

Value:$1.3M

AMGEN INC

AMGN|031162100

Shares:4.1K

Value:$1.3M

33740U778

Shares:54.0K

Value:$1.3M

78464A284

Shares:50.5K

Value:$1.3M

37954Y483

Shares:75.9K

Value:$1.3M

46435G250

Shares:26.6K

Value:$1.3M

09789C861

Shares:24.8K

Value:$1.2M

97717W315

Shares:29.1K

Value:$1.2M

48133Q309

Shares:37.7K

Value:$1.2M

VISA INC.

V|92826C839

Shares:3.5K

Value:$1.2M

464288570

Shares:11.5K

Value:$1.2M

UNITED STATES STEEL CORP

X|912909108

Shares:27.7K

Value:$1.2M

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:5.4K

Value:$1.2M

Instrument	Shares		Other Manager	Value
(SPYGcusip78464A409)	17.1K	QoQ -14.02% (-2.8K) YoY -31.19% (-7.8K)	All Managers (Combined)	$1.4M	QoQ -21.39% (-$373.9K) YoY -24.40% (-$443.6K)
Walt Disney Co(DIScusip254687106)	13.9K	QoQ -5.45% (-803) YoY -21.68% (-3.9K)	All Managers (Combined)	$1.4M	QoQ -16.19% (-$265.5K) YoY -36.82% (-$800.8K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	5.7K	QoQ -46.78% (-5.0K) YoY -52.68% (-6.3K)	All Managers (Combined)	$1.4M	QoQ -35.93% (-$769.4K) YoY -40.14% (-$919.9K)
(GDXcusip92189F106)	29.5K	QoQ -8.08% (-2.6K) YoY +18.55% (+4.6K)	All Managers (Combined)	$1.4M	QoQ +24.60% (-$267.6K) YoY +72.35% (+$569.1K)
(IJTcusip464287887)	10.8K	QoQ +5.37% (-551) YoY +6.94% (+702)	All Managers (Combined)	$1.3M	QoQ -3.09% (-$42.9K) YoY +1.84% (+$24.4K)
(cusip92189F676)✕	6.3K	QoQ -15.66% (-1.2K) YoY -16.70% (-1.3K)	All Managers (Combined)	$1.3M	QoQ -26.35% (-$477.2K) YoY -21.70% (-$369.6K)
(cusip78463X756)✕	23.1K	QoQ +74.11% (+9.8K) YoY +99.04% (+11.5K)	All Managers (Combined)	$1.3M	QoQ +68.23% (+$529.9K) YoY +102.00% (+$659.7K)
(cusip46436E767)✕	27.7K	QoQ +8.63% (+2.2K) YoY +38.48% (+7.7K)	All Managers (Combined)	$1.3M	QoQ +1.96% (+$24.9K) YoY +43.15% (+$389.1K)
AMGEN INC(AMGNcusip031162100)	4.1K	QoQ -0.43% (-18) YoY +0.68% (+28)	All Managers (Combined)	$1.3M	QoQ +19.02% (-$206.0K) YoY +10.33% (+$120.7K)
(cusip33740U778)✕	54.0K	QoQ +19.22% (+8.7K) YoY +93.32% (+26.1K)	All Managers (Combined)	$1.3M	QoQ +15.76% (+$174.9K) YoY +104.21% (+$655.7K)
(cusip78464A284)✕	50.5K	QoQ +6.32% (+3.0K) YoY +31.99% (+12.2K)	All Managers (Combined)	$1.3M	QoQ +4.82% (+$58.7K) YoY +29.58% (+$290.9K)
(cusip37954Y483)✕	75.9K	QoQ -10.33% (-8.7K) YoY +3.81% (-2.8K)	All Managers (Combined)	$1.3M	QoQ -18.15% (-$280.0K) YoY -3.60% (-$47.3K)
(cusip46435G250)✕	26.6K	QoQ +52.74% (+9.2K) YoY +174.18% (+16.9K)	All Managers (Combined)	$1.3M	QoQ +52.99% (+$433.4K) YoY +176.35% (+$798.5K)
(cusip09789C861)✕	24.8K	QoQ +19.03% (+4.0K) YoY NEW(+24.8K)	All Managers (Combined)	$1.2M	QoQ +19.47% (+$200.7K) YoY NEW(+$1.2M)
(cusip97717W315)✕	29.1K	QoQ -20.52% (-7.5K) YoY -24.07% (-9.2K)	All Managers (Combined)	$1.2M	QoQ -17.40% (-$258.4K) YoY -23.64% (-$379.6K)
(cusip48133Q309)✕	37.7K	QoQ -11.81% (-5.1K) YoY NEW(+37.7K)	All Managers (Combined)	$1.2M	QoQ -2.94% (-$37.2K) YoY NEW(+$1.2M)
VISA INC.(Vcusip92826C839)	3.5K	QoQ +2.91% (+99) YoY -58.07% (-4.8K)	All Managers (Combined)	$1.2M	QoQ +14.11% (+$151.5K) YoY -47.35% (-$1.1M)
(cusip464288570)✕	11.5K	QoQ +7.43% (-799) YoY -0.61% (-72)	All Managers (Combined)	$1.2M	QoQ -0.20% (-$2.4K) YoY +0.95% (-$11.2K)
UNITED STATES STEEL CORP(Xcusip912909108)	27.7K	QoQ +34.20% (+7.1K) YoY +111.29% (+14.6K)	All Managers (Combined)	$1.2M	QoQ +66.85% (+$468.7K) YoY +118.96% (+$635.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	5.4K	QoQ +8.80% (+434) YoY +36.76% (+1.4K)	All Managers (Combined)	$1.2M	QoQ +29.08% (+$263.0K) YoY +50.60% (+$392.2K)