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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922908637

VV|922908637

Shares:1.5K

Value:$389.4K

46435G193

Shares:16.7K

Value:$384.9K

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:6.2K

Value:$377.2K

46090F100

Shares:27.6K

Value:$375.6K

37954Y459

Shares:24.7K

Value:$373.4K

FEDEX CORP

FDX|31428X106

Shares:1.5K

Value:$370.2K

FIFTH THIRD BANCORP

FITB|316773100

Shares:9.4K

Value:$368.5K

46137V340

Shares:5.0K

Value:$364.5K

14020U100

Shares:13.3K

Value:$361.0K

33734X184

Shares:8.7K

Value:$358.3K

46431W705

Shares:3.9K

Value:$356.0K

316092113

Shares:11.3K

Value:$353.1K

464287481

IWP|464287481

Shares:3.0K

Value:$351.6K

86280R506

Shares:16.7K

Value:$351.5K

46431W606

Shares:4.1K

Value:$351.1K

25434V708

DFAC|25434V708

Shares:10.6K

Value:$349.7K

46434G822

EWJ|46434G822

Shares:5.1K

Value:$346.8K

46434G855

Shares:8.9K

Value:$342.8K

31609A305

Shares:10.9K

Value:$342.7K

GSK plc

GSK|37733W204

Shares:8.7K

Value:$336.0K

Instrument	Shares		Other Manager	Value
(VVcusip922908637)	1.5K	QoQ +0.26% (-4) YoY +0.33% (+5)	All Managers (Combined)	$389.4K	QoQ -4.46% (-$18.2K) YoY +7.53% (+$27.3K)
(cusip46435G193)✕	16.7K	QoQ +6.06% (+955) YoY +1.93% (+317)	All Managers (Combined)	$384.9K	QoQ +7.65% (+$27.4K) YoY +2.24% (+$8.5K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	6.2K	QoQ -0.43% (-27) YoY -75.98% (-19.6K)	All Managers (Combined)	$377.2K	QoQ +7.35% (-$25.8K) YoY -72.99% (-$1.0M)
(cusip46090F100)✕	27.6K	QoQ -21.24% (-7.4K) YoY -22.51% (-8.0K)	All Managers (Combined)	$375.6K	QoQ -17.35% (-$78.9K) YoY -23.85% (-$117.7K)
(cusip37954Y459)✕	24.7K	QoQ NEW(+24.7K) YoY NEW(+24.7K)	All Managers (Combined)	$373.4K	QoQ NEW(+$373.4K) YoY NEW(+$373.4K)
FEDEX CORP(FDXcusip31428X106)	1.5K	QoQ -5.29% (-85) YoY -1.68% (-26)	All Managers (Combined)	$370.2K	QoQ -17.97% (-$81.1K) YoY -17.32% (-$77.6K)
FIFTH THIRD BANCORP(FITBcusip316773100)	9.4K	QoQ -2.91% (-282) YoY -73.79% (-26.5K)	All Managers (Combined)	$368.5K	QoQ -9.98% (-$40.9K) YoY -72.38% (-$966.3K)
(cusip46137V340)✕	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$364.5K	QoQ +0.22% (+$801) YoY +12.90% (+$41.7K)
(cusip14020U100)✕	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$361.0K	QoQ NEW(+$361.0K) YoY NEW(+$361.0K)
(cusip33734X184)✕	8.7K	QoQ 0.00% (+0) YoY -13.64% (-1.4K)	All Managers (Combined)	$358.3K	QoQ +8.41% (+$27.8K) YoY +9.09% (-$29.9K)
(cusip46431W705)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$356.0K	QoQ NEW(+$356.0K) YoY NEW(+$356.0K)
(cusip316092113)✕	11.3K	QoQ +2.48% (-274) YoY NEW(+11.3K)	All Managers (Combined)	$353.1K	QoQ -2.93% (-$10.7K) YoY NEW(+$353.1K)
(IWPcusip464287481)	3.0K	QoQ -1.64% (-50) YoY -61.30% (-4.7K)	All Managers (Combined)	$351.6K	QoQ -8.82% (-$34.0K) YoY -60.17% (-$531.3K)
(cusip86280R506)✕	16.7K	QoQ NEW(+16.7K) YoY NEW(+16.7K)	All Managers (Combined)	$351.5K	QoQ NEW(+$351.5K) YoY NEW(+$351.5K)
(cusip46431W606)✕	4.1K	QoQ -15.25% (-742) YoY -3.75% (-161)	All Managers (Combined)	$351.1K	QoQ -16.38% (-$68.8K) YoY -4.36% (-$16.0K)
(DFACcusip25434V708)	10.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$349.7K	QoQ -4.62% (-$17.0K) YoY +3.25% (+$11.0K)
(EWJcusip46434G822)	5.1K	QoQ -11.37% (-649) YoY -46.39% (-4.4K)	All Managers (Combined)	$346.8K	QoQ -9.44% (-$36.2K) YoY -48.49% (-$326.5K)
(cusip46434G855)✕	8.9K	QoQ -17.67% (-1.9K) YoY NEW(+8.9K)	All Managers (Combined)	$342.8K	QoQ +12.34% (-$37.7K) YoY NEW(+$342.8K)
(cusip31609A305)✕	10.9K	QoQ +9.14% (-912) YoY NEW(+10.9K)	All Managers (Combined)	$342.7K	QoQ -2.77% (-$9.8K) YoY NEW(+$342.7K)
GSK plc(GSKcusip37733W204)	8.7K	QoQ +2.01% (+171) YoY -63.67% (-15.2K)	All Managers (Combined)	$336.0K	QoQ +16.85% (+$48.5K) YoY -67.17% (-$687.6K)