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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NIKE, Inc.

NKE|654106103

Shares:8.1K

Value:$516.9K

% of Portfolio:0.0% ($516.9K/$1.2B)

Palo Alto Networks Inc

PANW|697435105

Shares:3.0K

Value:$515.4K

% of Portfolio:0.0% ($515.4K/$1.2B)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:41.2K

Value:$513.5K

% of Portfolio:0.0% ($513.5K/$1.2B)

316092840

Shares:10.3K

Value:$511.1K

% of Portfolio:0.0% ($511.1K/$1.2B)

33734X176

Shares:3.8K

Value:$502.1K

% of Portfolio:0.0% ($502.1K/$1.2B)

Bank First Corp

BFC|06211J100

Shares:5.0K

Value:$498.7K

% of Portfolio:0.0% ($498.7K/$1.2B)

808524805

SCHF|808524805

Shares:25.0K

Value:$495.5K

% of Portfolio:0.0% ($495.5K/$1.2B)

46138E354

Shares:6.6K

Value:$492.0K

% of Portfolio:0.0% ($492.0K/$1.2B)

97717Y527

Shares:9.8K

Value:$491.5K

% of Portfolio:0.0% ($491.5K/$1.2B)

BlackRock, Inc.

BLK|09290D101

Shares:519

Value:$491.2K

% of Portfolio:0.0% ($491.2K/$1.2B)

KLA CORP

KLAC|482480100

Shares:719

Value:$488.9K

% of Portfolio:0.0% ($488.9K/$1.2B)

Coinbase Global, Inc.

COIN|19260Q107

Shares:2.8K

Value:$486.6K

% of Portfolio:0.0% ($486.6K/$1.2B)

46434G863

Shares:13.9K

Value:$486.3K

% of Portfolio:0.0% ($486.3K/$1.2B)

336917109

Shares:11.2K

Value:$485.4K

% of Portfolio:0.0% ($485.4K/$1.2B)

72201R833

Shares:4.8K

Value:$483.3K

% of Portfolio:0.0% ($483.3K/$1.2B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:3.3K

Value:$478.4K

% of Portfolio:0.0% ($478.4K/$1.2B)

NUCOR CORP

NUE|670346105

Shares:3.8K

Value:$459.4K

% of Portfolio:0.0% ($459.4K/$1.2B)

464288638

Shares:8.7K

Value:$457.0K

% of Portfolio:0.0% ($457.0K/$1.2B)

808524755

FNDF|808524755

Shares:12.6K

Value:$455.4K

% of Portfolio:0.0% ($455.4K/$1.2B)

33939L837

Shares:18.1K

Value:$452.2K

% of Portfolio:0.0% ($452.2K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NIKE, Inc.(NKEcusip654106103)	8.1K	QoQ +25.89% (+1.7K) YoY +7.98% (-602)	All Managers (Combined)	$516.9K	0.0% ($516.9K/$1.2B)	QoQ +5.62% (+$27.5K) YoY -27.05% (-$191.7K)
Palo Alto Networks Inc(PANWcusip697435105)	3.0K	QoQ -27.43% (-1.1K) YoY +20.55% (-515)	All Managers (Combined)	$515.4K	0.0% ($515.4K/$1.2B)	QoQ -31.94% (-$242.0K) YoY -27.61% (-$196.7K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	41.2K	QoQ +125.56% (+23.0K) YoY +126.47% (+23.0K)	All Managers (Combined)	$513.5K	0.0% ($513.5K/$1.2B)	QoQ +111.15% (+$270.3K) YoY +157.49% (+$314.1K)
(cusip316092840)✕	10.3K	QoQ +64.52% (+4.0K) YoY NEW(+10.3K)	All Managers (Combined)	$511.1K	0.0% ($511.1K/$1.2B)	QoQ +63.39% (+$198.3K) YoY NEW(+$511.1K)
(cusip33734X176)✕	3.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$502.1K	0.0% ($502.1K/$1.2B)	QoQ -10.97% (-$61.9K) YoY -1.90% (-$9.8K)
Bank First Corp(BFCcusip06211J100)	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$498.7K	0.0% ($498.7K/$1.2B)	QoQ +1.66% (+$8.2K) YoY +16.23% (+$69.6K)
(SCHFcusip808524805)	25.0K	QoQ -10.10% (-2.8K) YoY +290.76% (+18.6K)	All Managers (Combined)	$495.5K	0.0% ($495.5K/$1.2B)	QoQ -3.88% (-$20.0K) YoY +98.08% (+$245.3K)
(cusip46138E354)✕	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$492.0K	0.0% ($492.0K/$1.2B)	QoQ NEW(+$492.0K) YoY NEW(+$492.0K)
(cusip97717Y527)✕	9.8K	QoQ NEW(+9.8K) YoY -43.21% (-7.4K)	All Managers (Combined)	$491.5K	0.0% ($491.5K/$1.2B)	QoQ NEW(+$491.5K) YoY -43.16% (-$373.3K)
BlackRock, Inc.(BLKcusip09290D101)	519	QoQ -1.51% (-8) YoY NEW(+519)	All Managers (Combined)	$491.2K	0.0% ($491.2K/$1.2B)	QoQ -9.07% (-$49.0K) YoY NEW(+$491.2K)
KLA CORP(KLACcusip482480100)	719	QoQ +6.51% (+44) YoY -7.93% (-62)	All Managers (Combined)	$488.9K	0.0% ($488.9K/$1.2B)	QoQ +14.91% (+$63.5K) YoY -10.40% (-$56.8K)
Coinbase Global, Inc.(COINcusip19260Q107)	2.8K	QoQ +172.68% (+1.8K) YoY -27.95% (-1.1K)	All Managers (Combined)	$486.6K	0.0% ($486.6K/$1.2B)	QoQ +89.14% (+$229.3K) YoY -53.19% (-$553.0K)
(cusip46434G863)✕	13.9K	QoQ +2.23% (+304) YoY +51.05% (+4.7K)	All Managers (Combined)	$486.3K	0.0% ($486.3K/$1.2B)	QoQ +7.01% (+$31.9K) YoY +63.80% (+$189.4K)
(cusip336917109)✕	11.2K	QoQ 0.00% (+0) YoY -14.87% (-2.0K)	All Managers (Combined)	$485.4K	0.0% ($485.4K/$1.2B)	QoQ +7.89% (+$35.5K) YoY -3.90% (-$19.7K)
(cusip72201R833)✕	4.8K	QoQ -3.08% (-153) YoY -74.50% (-14.0K)	All Managers (Combined)	$483.3K	0.0% ($483.3K/$1.2B)	QoQ -2.81% (-$14.0K) YoY -74.48% (-$1.4M)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	3.3K	QoQ +40.29% (+959) YoY +81.66% (+1.5K)	All Managers (Combined)	$478.4K	0.0% ($478.4K/$1.2B)	QoQ +13.36% (+$56.4K) YoY +80.71% (+$213.7K)
NUCOR CORP(NUEcusip670346105)	3.8K	QoQ +4.17% (+153) YoY -53.41% (-4.4K)	All Managers (Combined)	$459.4K	0.0% ($459.4K/$1.2B)	QoQ +7.42% (+$31.7K) YoY -71.67% (-$1.2M)
(cusip464288638)✕	8.7K	QoQ -41.65% (-6.2K) YoY -88.02% (-63.9K)	All Managers (Combined)	$457.0K	0.0% ($457.0K/$1.2B)	QoQ -40.50% (-$311.2K) YoY -87.80% (-$3.3M)
(FNDFcusip808524755)	12.6K	QoQ +0.15% (+20) YoY +0.93% (+117)	All Managers (Combined)	$455.4K	0.0% ($455.4K/$1.2B)	QoQ +8.99% (+$37.6K) YoY +2.43% (+$10.8K)
(cusip33939L837)✕	18.1K	QoQ NEW(+18.1K) YoY NEW(+18.1K)	All Managers (Combined)	$452.2K	0.0% ($452.2K/$1.2B)	QoQ NEW(+$452.2K) YoY NEW(+$452.2K)