Regal Investment Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 460Value: $1.2BLatest: 2025Q1

Regal Investment Advisors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 460 holdings worth $1.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 23

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464287200

IVV|464287200

Shares:130.8K

Value:$73.5M

% of Portfolio:5.9% ($73.5M/$1.2B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:61.6K

Value:$28.9M

% of Portfolio:2.3% ($28.9M/$1.2B)

Apple Inc.

AAPL|037833100

Shares:123.9K

Value:$27.5M

% of Portfolio:2.2% ($27.5M/$1.2B)

808524797

SCHD|808524797

Shares:963.9K

Value:$27.0M

% of Portfolio:2.2% ($27.0M/$1.2B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:46.3K

Value:$25.9M

% of Portfolio:2.1% ($25.9M/$1.2B)

33733E104

Shares:257.7K

Value:$23.1M

% of Portfolio:1.9% ($23.1M/$1.2B)

464287242

Shares:206.2K

Value:$22.4M

% of Portfolio:1.8% ($22.4M/$1.2B)

46434V613

Shares:438.6K

Value:$20.2M

% of Portfolio:1.6% ($20.2M/$1.2B)

MICROSOFT CORP

MSFT|594918104

Shares:47.2K

Value:$17.7M

% of Portfolio:1.4% ($17.7M/$1.2B)

922908736

VUG|922908736

Shares:46.5K

Value:$17.2M

% of Portfolio:1.4% ($17.2M/$1.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:77.9K

Value:$16.3M

% of Portfolio:1.3% ($16.3M/$1.2B)

46432F339

QUAL|46432F339

Shares:94.6K

Value:$16.2M

% of Portfolio:1.3% ($16.2M/$1.2B)

NVIDIA CORP

NVDA|67066G104

Shares:135.9K

Value:$14.7M

% of Portfolio:1.2% ($14.7M/$1.2B)

921943858

VEA|921943858

Shares:286.3K

Value:$14.6M

% of Portfolio:1.2% ($14.6M/$1.2B)

464287309

IVW|464287309

Shares:139.3K

Value:$12.9M

% of Portfolio:1.0% ($12.9M/$1.2B)

464287804

IJR|464287804

Shares:123.0K

Value:$12.9M

% of Portfolio:1.0% ($12.9M/$1.2B)

464288687

Shares:413.4K

Value:$12.7M

% of Portfolio:1.0% ($12.7M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:72.7K

Value:$12.4M

% of Portfolio:1.0% ($12.4M/$1.2B)

381430503

GSLC|381430503

Shares:107.3K

Value:$11.8M

% of Portfolio:1.0% ($11.8M/$1.2B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:69.9K

Value:$11.6M

% of Portfolio:0.9% ($11.6M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	130.8K	QoQ -0.86% (-1.1K) YoY -8.58% (-12.3K)	All Managers (Combined)	$73.5M	5.9% ($73.5M/$1.2B)	QoQ -5.37% (-$4.2M) YoY -2.29% (-$1.7M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	61.6K	QoQ -4.85% (-3.1K) YoY -1.23% (-770)	All Managers (Combined)	$28.9M	2.3% ($28.9M/$1.2B)	QoQ -12.73% (-$4.2M) YoY +4.30% (-$1.2M)
Apple Inc.(AAPLcusip037833100)	123.9K	QoQ -3.57% (-4.6K) YoY -11.89% (-16.7K)	All Managers (Combined)	$27.5M	2.2% ($27.5M/$1.2B)	QoQ -14.46% (-$4.7M) YoY +14.12% (-$3.4M)
(SCHDcusip808524797)	963.9K	QoQ +22.97% (+180.1K) YoY +317.20% (+732.9K)	All Managers (Combined)	$27.0M	2.2% ($27.0M/$1.2B)	QoQ +25.85% (+$5.5M) YoY +44.67% (+$8.3M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	46.3K	QoQ +10.59% (+4.4K) YoY +8.18% (+3.5K)	All Managers (Combined)	$25.9M	2.1% ($25.9M/$1.2B)	QoQ +5.56% (+$1.4M) YoY +15.69% (+$3.5M)
(cusip33733E104)✕	257.7K	QoQ +4.85% (+11.9K) YoY +16.44% (+36.4K)	All Managers (Combined)	$23.1M	1.9% ($23.1M/$1.2B)	QoQ +7.02% (+$1.5M) YoY +21.87% (+$4.1M)
(cusip464287242)✕	206.2K	QoQ -0.05% (-104) YoY +8.14% (+15.5K)	All Managers (Combined)	$22.4M	1.8% ($22.4M/$1.2B)	QoQ +1.68% (-$370.3K) YoY +7.91% (+$1.6M)
(cusip46434V613)✕	438.6K	QoQ +1.79% (+7.7K) YoY +50.92% (+148.0K)	All Managers (Combined)	$20.2M	1.6% ($20.2M/$1.2B)	QoQ +3.77% (+$735.4K) YoY +52.54% (+$7.0M)
MICROSOFT CORP(MSFTcusip594918104)	47.2K	QoQ -16.54% (-9.4K) YoY -30.92% (-21.1K)	All Managers (Combined)	$17.7M	1.4% ($17.7M/$1.2B)	QoQ -25.67% (-$6.1M) YoY -38.36% (-$11.0M)
(VUGcusip922908736)	46.5K	QoQ +3.04% (-1.4K) YoY -6.36% (-3.2K)	All Managers (Combined)	$17.2M	1.4% ($17.2M/$1.2B)	QoQ -6.89% (-$1.3M) YoY +0.87% (-$149.5K)
AbbVie Inc.(ABBVcusip00287Y109)	77.9K	QoQ -32.15% (-36.9K) YoY -26.54% (-28.1K)	All Managers (Combined)	$16.3M	1.3% ($16.3M/$1.2B)	QoQ -20.00% (-$4.1M) YoY -15.48% (-$3.0M)
(QUALcusip46432F339)	94.6K	QoQ -0.67% (-646) YoY +27.93% (+20.7K)	All Managers (Combined)	$16.2M	1.3% ($16.2M/$1.2B)	QoQ -4.68% (-$795.4K) YoY +33.03% (+$4.0M)
NVIDIA CORP(NVDAcusip67066G104)	135.9K	QoQ +15.44% (-18.2K) YoY +637.46% (-117.4K)	All Managers (Combined)	$14.7M	1.2% ($14.7M/$1.2B)	QoQ -6.82% (-$1.1M) YoY -11.54% (-$1.9M)
(VEAcusip921943858)	286.3K	QoQ -3.80% (-11.3K) YoY +7.72% (+20.5K)	All Managers (Combined)	$14.6M	1.2% ($14.6M/$1.2B)	QoQ +2.25% (-$320.6K) YoY +9.13% (+$1.2M)
(IVWcusip464287309)	139.3K	QoQ +4.36% (-5.8K) YoY +77.05% (+60.6K)	All Managers (Combined)	$12.9M	1.0% ($12.9M/$1.2B)	QoQ -4.58% (-$620.9K) YoY +94.64% (+$6.3M)
(IJRcusip464287804)	123.0K	QoQ +0.97% (-1.2K) YoY +4.71% (-5.5K)	All Managers (Combined)	$12.9M	1.0% ($12.9M/$1.2B)	QoQ -8.36% (-$1.2M) YoY -0.92% (-$119.9K)
(cusip464288687)✕	413.4K	QoQ +28.34% (+91.3K) YoY +29.80% (+94.9K)	All Managers (Combined)	$12.7M	1.0% ($12.7M/$1.2B)	QoQ +25.44% (+$2.6M) YoY +23.76% (+$2.4M)
PROCTER & GAMBLE Co(PGcusip742718109)	72.7K	QoQ -25.23% (-24.5K) YoY -19.04% (-17.1K)	All Managers (Combined)	$12.4M	1.0% ($12.4M/$1.2B)	QoQ -23.99% (-$3.9M) YoY -14.96% (-$2.2M)
(GSLCcusip381430503)	107.3K	QoQ -15.32% (-19.4K) YoY -24.73% (-35.3K)	All Managers (Combined)	$11.8M	1.0% ($11.8M/$1.2B)	QoQ -19.07% (-$2.8M) YoY -20.17% (-$3.0M)
JOHNSON & JOHNSON(JNJcusip478160104)	69.9K	QoQ -23.12% (-21.0K) YoY -17.86% (-15.2K)	All Managers (Combined)	$11.6M	0.9% ($11.6M/$1.2B)	QoQ -11.84% (-$1.6M) YoY -13.89% (-$1.9M)