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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33734Y109

Shares:31.8K

Value:$2.9M

81369Y803

XLK|81369Y803

Shares:13.8K

Value:$2.8M

92206C870

VCIT|92206C870

Shares:34.7K

Value:$2.8M

CLOROX CO /DE/

CLX|189054109

Shares:19.1K

Value:$2.8M

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:9.2K

Value:$2.8M

46090A879

Shares:109.8K

Value:$2.8M

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:20.7K

Value:$2.6M

78463X541

Shares:49.1K

Value:$2.6M

464288869

Shares:23.5K

Value:$2.6M

922042718

VSS|922042718

Shares:22.2K

Value:$2.6M

EXXON MOBIL CORP

XOM|30231G102

Shares:21.2K

Value:$2.5M

MICRON TECHNOLOGY INC

MU|595112103

Shares:28.7K

Value:$2.5M

46137V357

RSP|46137V357

Shares:14.1K

Value:$2.4M

33735J101

Shares:30.7K

Value:$2.4M

81369Y209

Shares:16.0K

Value:$2.3M

46429B697

USMV|46429B697

Shares:24.8K

Value:$2.3M

78467V103

Shares:80.9K

Value:$2.3M

KINDER MORGAN, INC.

KMI|49456B101

Shares:79.8K

Value:$2.3M

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:54.5K

Value:$2.3M

33734X150

Shares:32.2K

Value:$2.2M

Instrument	Shares		Other Manager	Value
(cusip33734Y109)✕	31.8K	QoQ +3.38% (-1.0K) YoY +5.04% (+1.5K)	All Managers (Combined)	$2.9M	QoQ -7.83% (-$243.5K) YoY +1.49% (+$42.2K)
(XLKcusip81369Y803)	13.8K	QoQ -32.88% (-6.7K) YoY -5.90% (-863)	All Managers (Combined)	$2.8M	QoQ -40.40% (-$1.9M) YoY -6.71% (-$204.4K)
(VCITcusip92206C870)	34.7K	QoQ +103.66% (+17.7K) YoY +136.44% (+20.0K)	All Managers (Combined)	$2.8M	QoQ +107.44% (+$1.5M) YoY +140.12% (+$1.7M)
CLOROX CO /DE/(CLXcusip189054109)	19.1K	QoQ -34.64% (-10.1K) YoY -7.45% (-1.5K)	All Managers (Combined)	$2.8M	QoQ -40.74% (-$1.9M) YoY -10.99% (-$348.1K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	9.2K	QoQ -43.63% (-7.1K) YoY -34.22% (-4.8K)	All Managers (Combined)	$2.8M	QoQ -41.16% (-$2.0M) YoY -19.53% (-$680.2K)
(cusip46090A879)✕	109.8K	QoQ +2.34% (+2.5K) YoY +18.16% (+16.9K)	All Managers (Combined)	$2.8M	QoQ +2.20% (+$59.3K) YoY +18.11% (+$422.4K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	20.7K	QoQ -28.85% (-8.4K) YoY -41.25% (-14.5K)	All Managers (Combined)	$2.6M	QoQ -41.88% (-$1.9M) YoY -41.01% (-$1.8M)
(cusip78463X541)✕	49.1K	QoQ +15.86% (+6.7K) YoY +37.47% (+13.4K)	All Managers (Combined)	$2.6M	QoQ +23.98% (+$505.3K) YoY +26.36% (+$545.0K)
(cusip464288869)✕	23.5K	QoQ +0.17% (-41) YoY +4.85% (-1.1K)	All Managers (Combined)	$2.6M	QoQ -14.78% (-$451.7K) YoY -4.04% (-$109.6K)
(VSScusip922042718)	22.2K	QoQ +3.01% (+648) YoY +13.17% (+2.6K)	All Managers (Combined)	$2.6M	QoQ +4.02% (+$99.0K) YoY +11.97% (+$273.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	21.2K	QoQ -19.89% (-5.3K) YoY -17.56% (-4.5K)	All Managers (Combined)	$2.5M	QoQ -11.43% (-$325.6K) YoY -15.65% (-$468.3K)
MICRON TECHNOLOGY INC(MUcusip595112103)	28.7K	QoQ -26.13% (-10.1K) YoY +1203.04% (+26.5K)	All Managers (Combined)	$2.5M	QoQ -23.74% (-$775.8K) YoY +860.58% (+$2.2M)
(RSPcusip46137V357)	14.1K	QoQ +6.62% (+879) YoY +107.74% (+7.3K)	All Managers (Combined)	$2.4M	QoQ +5.41% (+$125.8K) YoY +112.48% (+$1.3M)
(cusip33735J101)✕	30.7K	QoQ +0.09% (+29) YoY -17.55% (-6.5K)	All Managers (Combined)	$2.4M	QoQ +0.43% (+$10.1K) YoY -17.18% (-$489.6K)
(cusip81369Y209)✕	16.0K	QoQ -15.20% (-2.9K) YoY -23.31% (-4.9K)	All Managers (Combined)	$2.3M	QoQ -10.00% (-$259.1K) YoY -24.21% (-$744.4K)
(USMVcusip46429B697)	24.8K	QoQ -3.08% (-791) YoY -34.36% (-13.0K)	All Managers (Combined)	$2.3M	QoQ +2.22% (-$50.7K) YoY -26.44% (-$836.8K)
(cusip78467V103)✕	80.9K	QoQ +0.65% (+529) YoY -9.06% (-8.1K)	All Managers (Combined)	$2.3M	QoQ +6.32% (+$137.3K) YoY -7.14% (-$177.7K)
KINDER MORGAN, INC.(KMIcusip49456B101)	79.8K	QoQ -12.09% (-11.0K) YoY -39.61% (-52.4K)	All Managers (Combined)	$2.3M	QoQ -8.47% (-$210.8K) YoY -6.07% (-$147.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	54.5K	QoQ -30.78% (-24.3K) YoY +17.47% (+8.1K)	All Managers (Combined)	$2.3M	QoQ -34.28% (-$1.2M) YoY +29.27% (+$515.2K)
(cusip33734X150)✕	32.2K	QoQ +4.04% (-1.3K) YoY +24.55% (+6.3K)	All Managers (Combined)	$2.2M	QoQ -3.14% (-$72.8K) YoY +18.88% (+$356.3K)