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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464287663

IUSV|464287663

Shares:23.9K

Value:$2.2M

46435G425

ESGU|46435G425

Shares:17.5K

Value:$2.1M

81369Y308

Shares:26.1K

Value:$2.1M

33738R118

Shares:28.1K

Value:$2.1M

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:4.3K

Value:$2.1M

337345102

Shares:11.8K

Value:$2.0M

Broadcom Inc.

AVGO|11135F101

Shares:11.9K

Value:$2.0M

464288281

Shares:21.9K

Value:$2.0M

78468R788

Shares:44.6K

Value:$2.0M

ELI LILLY & Co

LLY|532457108

Shares:2.4K

Value:$2.0M

921946406

VYM|921946406

Shares:15.2K

Value:$2.0M

921910816

MGK|921910816

Shares:6.3K

Value:$2.0M

SOUTHERN CO

SO|842587107

Shares:21.1K

Value:$1.9M

81369Y852

Shares:19.9K

Value:$1.9M

78468R739

Shares:40.3K

Value:$1.9M

464287614

IWF|464287614

Shares:5.2K

Value:$1.9M

808524409

Shares:70.6K

Value:$1.9M

92206C771

Shares:40.5K

Value:$1.9M

381430123

Shares:24.3K

Value:$1.9M

46429B663

Shares:15.4K

Value:$1.9M

Instrument	Shares		Other Manager	Value
(IUSVcusip464287663)	23.9K	QoQ -0.20% (-49) YoY -7.66% (-2.0K)	All Managers (Combined)	$2.2M	QoQ -0.52% (-$11.7K) YoY -5.78% (-$135.4K)
(ESGUcusip46435G425)	17.5K	QoQ +9.43% (+1.5K) YoY +9.80% (+1.6K)	All Managers (Combined)	$2.1M	QoQ +3.56% (+$73.5K) YoY +16.43% (+$301.5K)
(cusip81369Y308)✕	26.1K	QoQ -37.36% (-15.6K) YoY -32.14% (-12.4K)	All Managers (Combined)	$2.1M	QoQ -34.93% (-$1.1M) YoY -27.43% (-$805.1K)
(cusip33738R118)✕	28.1K	QoQ -0.58% (-167) YoY -38.66% (-17.7K)	All Managers (Combined)	$2.1M	QoQ -6.73% (-$149.6K) YoY -35.19% (-$1.1M)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	4.3K	QoQ -13.88% (-686) YoY NEW(+4.3K)	All Managers (Combined)	$2.1M	QoQ -9.89% (-$227.3K) YoY NEW(+$2.1M)
(cusip337345102)✕	11.8K	QoQ +3.14% (-359) YoY +31.11% (+2.8K)	All Managers (Combined)	$2.0M	QoQ -4.92% (-$105.9K) YoY +19.33% (+$331.4K)
Broadcom Inc.(AVGOcusip11135F101)	11.9K	QoQ -5.96% (-753) YoY +735.67% (+10.5K)	All Managers (Combined)	$2.0M	QoQ -32.09% (-$939.6K) YoY +5.59% (+$105.3K)
(cusip464288281)✕	21.9K	QoQ +10.64% (+2.1K) YoY +52.23% (+7.5K)	All Managers (Combined)	$2.0M	QoQ +12.57% (+$221.5K) YoY +53.79% (+$693.8K)
(cusip78468R788)✕	44.6K	QoQ +1.04% (+463) YoY +91.98% (+21.4K)	All Managers (Combined)	$2.0M	QoQ +3.43% (+$65.5K) YoY +108.72% (+$1.0M)
ELI LILLY & Co(LLYcusip532457108)	2.4K	QoQ -26.31% (-852) YoY -55.04% (-2.9K)	All Managers (Combined)	$2.0M	QoQ -21.17% (-$529.5K) YoY -52.27% (-$2.2M)
(VYMcusip921946406)	15.2K	QoQ -4.00% (-635) YoY -16.48% (-3.0K)	All Managers (Combined)	$2.0M	QoQ -2.97% (-$60.1K) YoY -10.98% (-$242.3K)
(MGKcusip921910816)	6.3K	QoQ -3.73% (-245) YoY -7.97% (-548)	All Managers (Combined)	$2.0M	QoQ -13.41% (-$302.6K) YoY -0.83% (-$16.4K)
SOUTHERN CO(SOcusip842587107)	21.1K	QoQ -30.01% (-9.0K) YoY -23.72% (-6.6K)	All Managers (Combined)	$1.9M	QoQ -21.82% (-$541.1K) YoY -2.23% (-$44.4K)
(cusip81369Y852)✕	19.9K	QoQ -20.40% (-5.1K) YoY +33.11% (+5.0K)	All Managers (Combined)	$1.9M	QoQ -20.69% (-$502.1K) YoY +57.23% (+$700.2K)
(cusip78468R739)✕	40.3K	QoQ +2.89% (+1.1K) YoY +5.64% (+2.2K)	All Managers (Combined)	$1.9M	QoQ +3.34% (+$62.2K) YoY +6.00% (+$108.7K)
(IWFcusip464287614)	5.2K	QoQ -23.93% (-1.6K) YoY -29.35% (-2.2K)	All Managers (Combined)	$1.9M	QoQ -31.60% (-$875.2K) YoY -24.32% (-$608.6K)
(cusip808524409)✕	70.6K	QoQ +3.12% (+2.1K) YoY +121.39% (-38.7K)	All Managers (Combined)	$1.9M	QoQ +5.14% (+$91.8K) YoY -22.54% (-$546.1K)
(cusip92206C771)✕	40.5K	QoQ +41.54% (+11.9K) YoY +29.53% (+9.2K)	All Managers (Combined)	$1.9M	QoQ +44.57% (+$578.3K) YoY +31.52% (+$449.6K)
(cusip381430123)✕	24.3K	QoQ -3.00% (-753) YoY -5.54% (-1.4K)	All Managers (Combined)	$1.9M	QoQ -7.71% (-$156.4K) YoY +1.19% (-$22.1K)
(cusip46429B663)✕	15.4K	QoQ -2.67% (-423) YoY -31.47% (-7.1K)	All Managers (Combined)	$1.9M	QoQ +5.00% (-$88.7K) YoY -24.69% (-$610.3K)