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

Search and click to pin securities to the top

Page 22 of 23

Sort by:

DEERE & CO

DE|244199105

Shares:572

Value:$268.3K

CITIGROUP INC

C|172967424

Shares:3.8K

Value:$267.9K

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:17.8K

Value:$267.4K

DOW INC.

DOW|260557103

Shares:7.6K

Value:$264.8K

33740U703

Shares:10.5K

Value:$263.2K

UNILEVER PLC

UL|904767704

Shares:4.4K

Value:$263.2K

921946810

VIGI|921946810

Shares:3.2K

Value:$262.4K

808524730

Shares:8.5K

Value:$262.0K

ALLIANT ENERGY CORP

LNT|018802108

Shares:4.1K

Value:$261.7K

Western Midstream Partners, LP

WES|958669103

Shares:6.4K

Value:$260.9K

Chubb Ltd

CB|H1467J104

Shares:849

Value:$256.4K

464287861

Shares:4.4K

Value:$256.3K

464287473

IWS|464287473

Shares:2.0K

Value:$255.1K

14020G101

Shares:7.4K

Value:$255.1K

INTEL CORP

INTC|458140100

Shares:11.2K

Value:$254.7K

46435U549

Shares:5.4K

Value:$254.2K

Chord Energy Corp

CHRD|674215207

Shares:2.2K

Value:$252.1K

89834G760

Shares:10.1K

Value:$218.5K

Star Bulk Carriers Corp.

SBLK|Y8162K204

Shares:13.1K

Value:$204.0K

NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND

NXJ|67069Y102

Shares:16.2K

Value:$190.3K

Instrument	Shares		Other Manager	Value
DEERE & CO(DEcusip244199105)	572	QoQ -4.66% (-28) YoY -34.25% (-298)	All Managers (Combined)	$268.3K	QoQ +5.59% (-$14.2K) YoY -24.96% (-$89.2K)
CITIGROUP INC(Ccusip172967424)	3.8K	QoQ +2.36% (+87) YoY -80.43% (-15.5K)	All Managers (Combined)	$267.9K	QoQ +3.24% (+$8.4K) YoY -78.03% (-$951.8K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	17.8K	QoQ +0.42% (-75) YoY -29.02% (-7.3K)	All Managers (Combined)	$267.4K	QoQ -7.35% (-$21.2K) YoY -23.63% (-$82.8K)
DOW INC.(DOWcusip260557103)	7.6K	QoQ -42.77% (-5.7K) YoY -39.84% (-5.0K)	All Managers (Combined)	$264.8K	QoQ -50.20% (-$267.0K) YoY -63.73% (-$465.5K)
(cusip33740U703)✕	10.5K	QoQ 0.00% (-0) YoY -7.04% (-800)	All Managers (Combined)	$263.2K	QoQ -2.23% (-$6.0K) YoY -1.69% (-$4.5K)
UNILEVER PLC(ULcusip904767704)	4.4K	QoQ -0.98% (-44) YoY -4.90% (-228)	All Managers (Combined)	$263.2K	QoQ +3.97% (-$10.1K) YoY +12.82% (-$29.9K)
(VIGIcusip921946810)	3.2K	QoQ -2.31% (-75) YoY -25.88% (-1.1K)	All Managers (Combined)	$262.4K	QoQ +1.28% (-$3.3K) YoY -24.60% (-$85.6K)
(cusip808524730)✕	8.5K	QoQ NEW(+8.5K) YoY +0.63% (+54)	All Managers (Combined)	$262.0K	QoQ NEW(+$262.0K) YoY +11.65% (+$27.4K)
ALLIANT ENERGY CORP(LNTcusip018802108)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$261.7K	QoQ NEW(+$261.7K) YoY NEW(+$261.7K)
Western Midstream Partners, LP(WEScusip958669103)	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$260.9K	QoQ NEW(+$260.9K) YoY NEW(+$260.9K)
Chubb Ltd(CBcusipH1467J104)	849	QoQ NEW(+849) YoY NEW(+849)	All Managers (Combined)	$256.4K	QoQ NEW(+$256.4K) YoY NEW(+$256.4K)
(cusip464287861)✕	4.4K	QoQ -19.75% (-1.1K) YoY -7.26% (-345)	All Managers (Combined)	$256.3K	QoQ -10.29% (-$29.4K) YoY -3.05% (-$8.1K)
(IWScusip464287473)	2.0K	QoQ -8.45% (-187) YoY -26.20% (-719)	All Managers (Combined)	$255.1K	QoQ -10.83% (-$31.0K) YoY -25.82% (-$88.8K)
(cusip14020G101)✕	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$255.1K	QoQ NEW(+$255.1K) YoY NEW(+$255.1K)
INTEL CORP(INTCcusip458140100)	11.2K	QoQ -8.05% (-982) YoY -20.73% (-2.9K)	All Managers (Combined)	$254.7K	QoQ +4.14% (-$10.1K) YoY -59.24% (-$370.3K)
(cusip46435U549)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$254.2K	QoQ NEW(+$254.2K) YoY NEW(+$254.2K)
Chord Energy Corp(CHRDcusip674215207)	2.2K	QoQ +1.31% (-29) YoY NEW(+2.2K)	All Managers (Combined)	$252.1K	QoQ -2.32% (-$6.0K) YoY NEW(+$252.1K)
(cusip89834G760)✕	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$218.5K	QoQ NEW(+$218.5K) YoY NEW(+$218.5K)
Star Bulk Carriers Corp.(SBLKcusipY8162K204)	13.1K	QoQ +22.49% (+2.4K) YoY +16.80% (-1.9K)	All Managers (Combined)	$204.0K	QoQ +27.49% (+$44.0K) YoY -23.85% (-$63.9K)
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND(NXJcusip67069Y102)	16.2K	QoQ 0.00% (-0) YoY NEW(+16.2K)	All Managers (Combined)	$190.3K	QoQ -3.28% (-$6.5K) YoY NEW(+$190.3K)