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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MGE ENERGY INC

MGEE|55277P104

Shares:10.9K

Value:$1.0M

464288679

Shares:9.1K

Value:$1.0M

922042676

VNQI|922042676

Shares:24.4K

Value:$988.5K

46428Q109

Shares:30.9K

Value:$956.8K

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:2.3K

Value:$955.9K

922908744

VTV|922908744

Shares:5.5K

Value:$954.4K

METLIFE INC

MET|59156R108

Shares:11.8K

Value:$947.4K

464287465

EFA|464287465

Shares:11.6K

Value:$944.5K

464288448

Shares:30.4K

Value:$942.6K

46641Q837

Shares:18.5K

Value:$936.2K

ENTERGY CORP /DE/

ETR|29364G103

Shares:10.7K

Value:$918.1K

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:5.5K

Value:$910.3K

Tesla, Inc.

TSLA|88160R101

Shares:3.5K

Value:$906.9K

NETFLIX INC

NFLX|64110L106

Shares:968

Value:$902.7K

464287879

Shares:9.2K

Value:$900.1K

464288661

Shares:7.6K

Value:$899.0K

69344A107

Shares:18.0K

Value:$894.9K

33740U752

Shares:29.6K

Value:$884.3K

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.8K

Value:$874.9K

CyberArk Software Ltd.

CYBR|M2682V108

Shares:2.5K

Value:$850.7K

Instrument	Shares		Other Manager	Value
MGE ENERGY INC(MGEEcusip55277P104)	10.9K	QoQ +0.48% (-52) YoY +2.02% (+215)	All Managers (Combined)	$1.0M	QoQ -0.58% (-$5.9K) YoY +20.47% (+$171.5K)
(cusip464288679)✕	9.1K	QoQ -15.25% (-1.6K) YoY -22.84% (-2.7K)	All Managers (Combined)	$1.0M	QoQ -14.98% (-$176.3K) YoY -22.90% (-$297.1K)
(VNQIcusip922042676)	24.4K	QoQ +8.58% (+1.9K) YoY +22.79% (+4.5K)	All Managers (Combined)	$988.5K	QoQ +11.05% (+$98.4K) YoY +17.89% (+$150.1K)
(cusip46428Q109)✕	30.9K	QoQ +13.71% (+3.7K) YoY +4.26% (+1.3K)	All Managers (Combined)	$956.8K	QoQ +33.83% (+$241.9K) YoY +42.03% (+$283.2K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	2.3K	QoQ +2.33% (+52) YoY +13.28% (+267)	All Managers (Combined)	$955.9K	QoQ +0.98% (+$9.3K) YoY +19.57% (+$156.5K)
(VTVcusip922908744)	5.5K	QoQ -36.21% (-3.1K) YoY -69.42% (-12.5K)	All Managers (Combined)	$954.4K	QoQ -34.91% (-$512.0K) YoY -67.57% (-$2.0M)
METLIFE INC(METcusip59156R108)	11.8K	QoQ -0.53% (-64) YoY -5.27% (-657)	All Managers (Combined)	$947.4K	QoQ -2.47% (-$24.0K) YoY +2.63% (-$24.3K)
(EFAcusip464287465)	11.6K	QoQ -31.96% (-5.4K) YoY -29.19% (-4.8K)	All Managers (Combined)	$944.5K	QoQ -26.45% (-$339.7K) YoY -27.52% (-$358.8K)
(cusip464288448)✕	30.4K	QoQ -0.65% (-201) YoY +98.27% (+15.1K)	All Managers (Combined)	$942.6K	QoQ +12.54% (-$105.1K) YoY +119.34% (+$512.9K)
(cusip46641Q837)✕	18.5K	QoQ +20.19% (+3.1K) YoY +43.63% (+5.6K)	All Managers (Combined)	$936.2K	QoQ +20.81% (+$161.3K) YoY +44.13% (+$286.7K)
ENTERGY CORP /DE/(ETRcusip29364G103)	10.7K	QoQ -51.92% (-11.6K) YoY +10.67% (-1.0K)	All Managers (Combined)	$918.1K	QoQ -45.79% (-$775.7K) YoY -10.47% (-$107.4K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	5.5K	QoQ -9.14% (-552) YoY -7.74% (-460)	All Managers (Combined)	$910.3K	QoQ -12.37% (-$128.6K) YoY -2.07% (-$19.3K)
Tesla, Inc.(TSLAcusip88160R101)	3.5K	QoQ -27.84% (-1.4K) YoY -65.23% (-6.6K)	All Managers (Combined)	$906.9K	QoQ -53.69% (-$1.1M) YoY -48.73% (-$862.3K)
NETFLIX INC(NFLXcusip64110L106)	968	QoQ -7.72% (-81) YoY -31.97% (-455)	All Managers (Combined)	$902.7K	QoQ -3.45% (-$32.3K) YoY +4.44% (-$38.5K)
(cusip464287879)✕	9.2K	QoQ +4.97% (-438) YoY -17.46% (-2.0K)	All Managers (Combined)	$900.1K	QoQ -5.77% (-$55.2K) YoY -21.71% (-$249.6K)
(cusip464288661)✕	7.6K	QoQ -9.94% (-840) YoY +45.81% (+2.4K)	All Managers (Combined)	$899.0K	QoQ -7.92% (-$77.4K) YoY +48.74% (+$294.6K)
(cusip69344A107)✕	18.0K	QoQ +16.12% (+2.5K) YoY -36.29% (-10.3K)	All Managers (Combined)	$894.9K	QoQ +16.54% (+$127.1K) YoY -36.25% (-$509.1K)
(cusip33740U752)✕	29.6K	QoQ +28.42% (+6.6K) YoY NEW(+29.6K)	All Managers (Combined)	$884.3K	QoQ +22.01% (+$159.5K) YoY NEW(+$884.3K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.8K	QoQ +0.22% (+4) YoY -8.97% (-178)	All Managers (Combined)	$874.9K	QoQ +20.65% (+$149.8K) YoY +5.56% (-$46.2K)
CyberArk Software Ltd.(CYBRcusipM2682V108)	2.5K	QoQ -16.71% (-505) YoY -15.90% (-476)	All Managers (Combined)	$850.7K	QoQ -15.49% (-$156.0K) YoY +7.00% (-$55.7K)