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 • $1.2B total value
Manager:
Search and click to pin securities to the top
Page 8 of 23
81369Y308
Shares:26.1K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
33738R118
Shares:28.1K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
337345102
Shares:11.8K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.2B)
464288281
Shares:21.9K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.2B)
78468R788
Shares:44.6K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.2B)
81369Y852
Shares:19.9K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
78468R739
Shares:40.3K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
808524409
Shares:70.6K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
92206C771
Shares:40.5K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
381430123
Shares:24.3K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
46429B663
Shares:15.4K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 23.9K | QoQ -0.20% (-49) | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.2B) | ||
| 17.5K | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.2B) | |||
(cusip81369Y308)✕ | 26.1K | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.2B) | ||
(cusip33738R118)✕ | 28.1K | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.2B) | ||
| 4.3K | YoY NEW(+4.3K) | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.2B) | YoY NEW(+$2.1M) | |
(cusip337345102)✕ | 11.8K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.2B) | ||
Broadcom Inc.(AVGOcusip11135F101) | 11.9K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.2B) | ||
(cusip464288281)✕ | 21.9K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.2B) | ||
(cusip78468R788)✕ | 44.6K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.2B) | ||
ELI LILLY & Co(LLYcusip532457108) | 2.4K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.2B) | ||
| 15.2K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.2B) | |||
| 6.3K | QoQ -3.73% (-245)YoY -7.97% (-548) | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.2B) | ||
SOUTHERN CO(SOcusip842587107) | 21.1K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.2B) | ||
(cusip81369Y852)✕ | 19.9K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.2B) | ||
(cusip78468R739)✕ | 40.3K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.2B) | ||
| 5.2K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.2B) | |||
(cusip808524409)✕ | 70.6K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.2B) | ||
(cusip92206C771)✕ | 40.5K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.2B) | ||
(cusip381430123)✕ | 24.3K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.2B) | ||
(cusip46429B663)✕ | 15.4K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.2B) |