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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Regal-Investment-Advisors
Data Enrichment
62% identified284 identified176 unidentified
Holdings
460 positions
Manager:
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Page 18 of 23
46138J825
Shares:21.3K
Value:$439.8K
464289859
Shares:5.7K
Value:$438.7K
38149W101
Shares:10.3K
Value:$424.5K
33939L662
Shares:10.5K
Value:$424.2K
92206C409
Shares:5.4K
Value:$424.1K
46435G102
Shares:4.9K
Value:$409.9K
46137V258
Shares:4.3K
Value:$396.5K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 3.6K | All Managers (Combined) | $449.8K | |||
| 9.2K | All Managers (Combined) | $449.8K | |||
REALTY INCOME CORP(Ocusip756109104) | 7.7K | All Managers (Combined) | $447.7K | ||
| 4.9K | QoQ -1.70% (-84)YoY -6.61% (-344) | All Managers (Combined) | $441.5K | ||
CVS HEALTH Corp(CVScusip126650100) | 6.5K | All Managers (Combined) | $440.7K | ||
(cusip46138J825)✕ | 21.3K | YoY NEW(+21.3K) | All Managers (Combined) | $439.8K | YoY NEW(+$439.8K) |
(cusip464289859)✕ | 5.7K | QoQ +4.48% (+246)YoY NEW(+5.7K) | All Managers (Combined) | $438.7K | YoY NEW(+$438.7K) |
IMPINJ INC(PIcusip453204109) | 4.8K | QoQ NEW(+4.8K) YoY NEW(+4.8K) | All Managers (Combined) | $434.6K | QoQ NEW(+$434.6K) YoY NEW(+$434.6K) |
| 2.9K | All Managers (Combined) | $427.8K | |||
| 3.1K | QoQ +2.99% (+90) | All Managers (Combined) | $426.9K | ||
(cusip38149W101)✕ | 10.3K | All Managers (Combined) | $424.5K | ||
(cusip33939L662)✕ | 10.5K | QoQ -8.54% (-981)YoY -1.79% (-192) | All Managers (Combined) | $424.2K | |
(cusip92206C409)✕ | 5.4K | All Managers (Combined) | $424.1K | ||
Snap-on Inc(SNAcusip833034101) | 1.3K | QoQ +0.32% (-4)YoY +0.56% (+7) | All Managers (Combined) | $422.0K | |
Five9, Inc.(FIVNcusip338307101) | 15.2K | QoQ NEW(+15.2K) | All Managers (Combined) | $411.7K | QoQ NEW(+$411.7K) |
| 33.6K | QoQ +0.11% (+38)YoY -1.73% (-593) | All Managers (Combined) | $410.9K | ||
(cusip46435G102)✕ | 4.9K | YoY NEW(+4.9K) | All Managers (Combined) | $409.9K | YoY NEW(+$409.9K) |
ONEOK INC /NEW/(OKEcusip682680103) | 4.0K | QoQ -4.82% (-203)YoY -9.76% (-433) | All Managers (Combined) | $397.0K | |
(cusip46137V258)✕ | 4.3K | All Managers (Combined) | $396.5K | ||
| 7.8K | All Managers (Combined) | $396.2K |