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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78468R663

Shares:20.1K

Value:$1.8M

25459Y207

Shares:20.7K

Value:$1.8M

922907746

VTEB|922907746

Shares:34.1K

Value:$1.7M

381430479

Shares:36.9K

Value:$1.7M

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:7.3K

Value:$1.6M

ON SEMICONDUCTOR CORP

ON|682189105

Shares:40.2K

Value:$1.6M

464288273

Shares:25.1K

Value:$1.6M

MORGAN STANLEY

MS|617446448

Shares:13.6K

Value:$1.6M

09290C509

Shares:25.8K

Value:$1.6M

464287168

DVY|464287168

Shares:11.5K

Value:$1.5M

38150K103

Shares:49.7K

Value:$1.5M

Accenture plc

ACN|G1151C101

Shares:4.9K

Value:$1.5M

Meta Platforms, Inc.

META|30303M102

Shares:2.6K

Value:$1.5M

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:13.5K

Value:$1.5M

HOME DEPOT, INC.

HD|437076102

Shares:4.0K

Value:$1.5M

46641Q159

Shares:31.8K

Value:$1.5M

316092204

Shares:17.2K

Value:$1.5M

87283Q867

Shares:45.0K

Value:$1.5M

LOWES COMPANIES INC

LOW|548661107

Shares:6.1K

Value:$1.4M

46434V738

Shares:22.9K

Value:$1.4M

Instrument	Shares		Other Manager	Value
(cusip78468R663)✕	20.1K	QoQ +420.68% (+16.3K) YoY +558.61% (+17.1K)	All Managers (Combined)	$1.8M	QoQ +422.40% (+$1.5M) YoY +558.13% (+$1.6M)
(cusip25459Y207)✕	20.7K	QoQ -2.53% (-538) YoY +128.92% (+11.6K)	All Managers (Combined)	$1.8M	QoQ -5.34% (-$101.6K) YoY +123.76% (+$995.9K)
(VTEBcusip922907746)	34.1K	QoQ +7.55% (+2.4K) YoY +4.14% (+1.4K)	All Managers (Combined)	$1.7M	QoQ +6.46% (+$102.8K) YoY +2.12% (+$35.3K)
(cusip381430479)✕	36.9K	QoQ -59.88% (-55.1K) YoY -68.47% (-80.2K)	All Managers (Combined)	$1.7M	QoQ -59.26% (-$2.5M) YoY -68.49% (-$3.7M)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	7.3K	QoQ -13.40% (-1.1K) YoY -67.27% (-14.9K)	All Managers (Combined)	$1.6M	QoQ +0.28% (-$4.6K) YoY -59.70% (-$2.4M)
ON SEMICONDUCTOR CORP(ONcusip682189105)	40.2K	QoQ +24.19% (-7.8K) YoY -17.34% (-8.4K)	All Managers (Combined)	$1.6M	QoQ -19.84% (-$404.8K) YoY -54.27% (-$1.9M)
(cusip464288273)✕	25.1K	QoQ -48.37% (-23.5K) YoY -47.46% (-22.6K)	All Managers (Combined)	$1.6M	QoQ -46.00% (-$1.4M) YoY -47.29% (-$1.4M)
MORGAN STANLEY(MScusip617446448)	13.6K	QoQ -35.07% (-7.4K) YoY +91.64% (+6.5K)	All Managers (Combined)	$1.6M	QoQ -39.75% (-$1.0M) YoY +137.44% (+$920.5K)
(cusip09290C509)✕	25.8K	QoQ +5.12% (-1.3K) YoY +0.30% (+78)	All Managers (Combined)	$1.6M	QoQ -0.52% (-$8.3K) YoY +5.88% (+$86.9K)
(DVYcusip464287168)	11.5K	QoQ -2.79% (-330) YoY -10.12% (-1.3K)	All Managers (Combined)	$1.5M	QoQ -0.57% (-$8.9K) YoY -2.01% (-$31.7K)
(cusip38150K103)✕	49.7K	QoQ -16.07% (-9.5K) YoY -28.13% (-19.5K)	All Managers (Combined)	$1.5M	QoQ -0.06% (-$1.0K) YoY +0.91% (-$13.9K)
Accenture plc(ACNcusipG1151C101)	4.9K	QoQ -10.67% (-584) YoY +287.54% (+3.6K)	All Managers (Combined)	$1.5M	QoQ -20.76% (-$399.7K) YoY +248.94% (+$1.1M)
Meta Platforms, Inc.(METAcusip30303M102)	2.6K	QoQ -2.18% (-59) YoY -70.75% (-6.4K)	All Managers (Combined)	$1.5M	QoQ -3.72% (-$58.9K) YoY -65.28% (-$2.9M)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	13.5K	QoQ -0.10% (-14) YoY -10.65% (-1.6K)	All Managers (Combined)	$1.5M	QoQ -5.87% (-$94.2K) YoY -15.00% (-$266.4K)
HOME DEPOT, INC.(HDcusip437076102)	4.0K	QoQ -20.39% (-1.0K) YoY -25.29% (-1.4K)	All Managers (Combined)	$1.5M	QoQ -24.99% (-$490.6K) YoY -28.62% (-$590.2K)
(cusip46641Q159)✕	31.8K	QoQ +122.30% (+17.5K) YoY NEW(+31.8K)	All Managers (Combined)	$1.5M	QoQ +124.49% (+$812.6K) YoY NEW(+$1.5M)
(cusip316092204)✕	17.2K	QoQ +5.33% (-873) YoY +73.49% (+7.3K)	All Managers (Combined)	$1.5M	QoQ -8.66% (-$138.3K) YoY +77.75% (+$637.3K)
(cusip87283Q867)✕	45.0K	QoQ +43.63% (+13.7K) YoY NEW(+45.0K)	All Managers (Combined)	$1.5M	QoQ +39.36% (+$410.3K) YoY NEW(+$1.5M)
LOWES COMPANIES INC(LOWcusip548661107)	6.1K	QoQ -35.44% (-3.4K) YoY -25.73% (-2.1K)	All Managers (Combined)	$1.4M	QoQ -38.99% (-$911.4K) YoY -31.99% (-$671.0K)
(cusip46434V738)✕	22.9K	QoQ +92.55% (+11.0K) YoY NEW(+22.9K)	All Managers (Combined)	$1.4M	QoQ +114.56% (+$734.2K) YoY NEW(+$1.4M)