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 • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33734X143

Shares:6.2K

Value:$640.2K

% of Portfolio:0.1% ($640.2K/$1.2B)

464287598

IWD|464287598

Shares:3.3K

Value:$629.7K

% of Portfolio:0.1% ($629.7K/$1.2B)

BOEING CO

BA|097023105

Shares:3.7K

Value:$627.6K

% of Portfolio:0.1% ($627.6K/$1.2B)

AMPHENOL CORP /DE/

APH|032095101

Shares:9.6K

Value:$627.0K

% of Portfolio:0.1% ($627.0K/$1.2B)

46654Q716

Shares:11.6K

Value:$623.0K

% of Portfolio:0.1% ($623.0K/$1.2B)

10258P102

Shares:63.6K

Value:$620.7K

% of Portfolio:0.1% ($620.7K/$1.2B)

CNA FINANCIAL CORP

CNA|126117100

Shares:12.2K

Value:$617.7K

% of Portfolio:0.0% ($617.7K/$1.2B)

464287150

ITOT|464287150

Shares:5.0K

Value:$614.1K

% of Portfolio:0.0% ($614.1K/$1.2B)

Woodward, Inc.

WWD|980745103

Shares:3.3K

Value:$605.7K

% of Portfolio:0.0% ($605.7K/$1.2B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:2.6K

Value:$603.2K

% of Portfolio:0.0% ($603.2K/$1.2B)

Blackstone Inc.

BX|09260D107

Shares:4.3K

Value:$599.1K

% of Portfolio:0.0% ($599.1K/$1.2B)

MERCANTILE BANK CORP

MBWM|587376104

Shares:13.5K

Value:$586.4K

% of Portfolio:0.0% ($586.4K/$1.2B)

ENBRIDGE INC

ENB|29250N105

Shares:13.2K

Value:$585.1K

% of Portfolio:0.0% ($585.1K/$1.2B)

HUBSPOT INC

HUBS|443573100

Shares:1.0K

Value:$582.1K

% of Portfolio:0.0% ($582.1K/$1.2B)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:2.0K

Value:$580.7K

% of Portfolio:0.0% ($580.7K/$1.2B)

464287622

IWB|464287622

Shares:1.9K

Value:$580.4K

% of Portfolio:0.0% ($580.4K/$1.2B)

Natera, Inc.

NTRA|632307104

Shares:4.1K

Value:$579.5K

% of Portfolio:0.0% ($579.5K/$1.2B)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.9K

Value:$579.1K

% of Portfolio:0.0% ($579.1K/$1.2B)

COPART INC

CPRT|217204106

Shares:10.1K

Value:$571.6K

% of Portfolio:0.0% ($571.6K/$1.2B)

464287739

IYR|464287739

Shares:6.0K

Value:$570.2K

% of Portfolio:0.0% ($570.2K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734X143)✕	6.2K	QoQ 0.00% (-0) YoY -52.86% (-6.9K)	All Managers (Combined)	$640.2K	0.1% ($640.2K/$1.2B)	QoQ -0.50% (-$3.3K) YoY -55.44% (-$796.6K)
(IWDcusip464287598)	3.3K	QoQ -6.87% (-247) YoY +0.17% (+6)	All Managers (Combined)	$629.7K	0.1% ($629.7K/$1.2B)	QoQ -5.34% (-$35.6K) YoY +5.24% (+$31.4K)
BOEING CO(BAcusip097023105)	3.7K	QoQ -10.00% (-409) YoY +17.83% (+557)	All Managers (Combined)	$627.6K	0.1% ($627.6K/$1.2B)	QoQ -13.28% (-$96.1K) YoY +4.13% (+$24.9K)
AMPHENOL CORP /DE/(APHcusip032095101)	9.6K	QoQ +18.53% (+1.5K) YoY +185.17% (+6.2K)	All Managers (Combined)	$627.0K	0.1% ($627.0K/$1.2B)	QoQ +11.95% (+$66.9K) YoY +62.15% (+$240.3K)
(cusip46654Q716)✕	11.6K	QoQ +30.97% (+2.8K) YoY NEW(+11.6K)	All Managers (Combined)	$623.0K	0.1% ($623.0K/$1.2B)	QoQ +34.15% (+$158.6K) YoY NEW(+$623.0K)
(cusip10258P102)✕	63.6K	QoQ +188.36% (+41.5K) YoY +65.01% (+25.1K)	All Managers (Combined)	$620.7K	0.1% ($620.7K/$1.2B)	QoQ +181.16% (+$400.0K) YoY +17.55% (+$92.7K)
CNA FINANCIAL CORP(CNAcusip126117100)	12.2K	QoQ +19.93% (+2.0K) YoY NEW(+12.2K)	All Managers (Combined)	$617.7K	0.0% ($617.7K/$1.2B)	QoQ +25.92% (+$127.2K) YoY NEW(+$617.7K)
(ITOTcusip464287150)	5.0K	QoQ -2.91% (-151) YoY -97.52% (-197.9K)	All Managers (Combined)	$614.1K	0.0% ($614.1K/$1.2B)	QoQ -7.90% (-$52.7K) YoY -97.37% (-$22.8M)
Woodward, Inc.(WWDcusip980745103)	3.3K	QoQ +0.09% (+3) YoY -5.49% (-193)	All Managers (Combined)	$605.7K	0.0% ($605.7K/$1.2B)	QoQ +9.77% (+$53.9K) YoY +11.89% (-$64.4K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	2.6K	QoQ -1.73% (-46) YoY +46.78% (+830)	All Managers (Combined)	$603.2K	0.0% ($603.2K/$1.2B)	QoQ +8.25% (-$46.0K) YoY +46.73% (+$192.1K)
Blackstone Inc.(BXcusip09260D107)	4.3K	QoQ +72.75% (+1.8K) YoY +36.32% (+1.1K)	All Managers (Combined)	$599.1K	0.0% ($599.1K/$1.2B)	QoQ +40.04% (+$171.3K) YoY +45.04% (+$186.1K)
MERCANTILE BANK CORP(MBWMcusip587376104)	13.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$586.4K	0.0% ($586.4K/$1.2B)	QoQ -2.36% (-$14.2K) YoY +12.86% (+$66.8K)
ENBRIDGE INC(ENBcusip29250N105)	13.2K	QoQ -12.40% (-1.9K) YoY -1.47% (-198)	All Managers (Combined)	$585.1K	0.0% ($585.1K/$1.2B)	QoQ -8.52% (-$54.5K) YoY +20.65% (-$100.2K)
HUBSPOT INC(HUBScusip443573100)	1.0K	QoQ -28.94% (-415) YoY -21.31% (-276)	All Managers (Combined)	$582.1K	0.0% ($582.1K/$1.2B)	QoQ -41.73% (-$417.0K) YoY -28.25% (-$229.3K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	2.0K	QoQ +8.99% (+161) YoY +39.35% (+551)	All Managers (Combined)	$580.7K	0.0% ($580.7K/$1.2B)	QoQ +17.77% (+$87.6K) YoY +75.95% (+$250.7K)
(IWBcusip464287622)	1.9K	QoQ -6.15% (-124) YoY -44.18% (-1.5K)	All Managers (Combined)	$580.4K	0.0% ($580.4K/$1.2B)	QoQ -10.62% (-$69.0K) YoY -40.55% (-$395.9K)
Natera, Inc.(NTRAcusip632307104)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$579.5K	0.0% ($579.5K/$1.2B)	QoQ NEW(+$579.5K) YoY NEW(+$579.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.9K	QoQ -8.18% (-258) YoY -17.01% (-593)	All Managers (Combined)	$579.1K	0.0% ($579.1K/$1.2B)	QoQ +10.18% (-$53.5K) YoY -5.36% (-$32.8K)
COPART INC(CPRTcusip217204106)	10.1K	QoQ -15.11% (-1.8K) YoY +2.94% (+289)	All Managers (Combined)	$571.6K	0.0% ($571.6K/$1.2B)	QoQ -16.30% (-$111.3K) YoY +0.58% (+$3.3K)
(IYRcusip464287739)	6.0K	QoQ -0.93% (-56) YoY -12.12% (-822)	All Managers (Combined)	$570.2K	0.0% ($570.2K/$1.2B)	QoQ +1.92% (-$10.8K) YoY -6.41% (-$39.1K)