Regal Investment Advisors, LLC Portfolio Holdings
Q3 2025•510 long positions•$1.5B portfolio value
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Holding523 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $79.6M 5.24% | +$4.3M Bought | — 118.9K shares | 112.5K → 118.9K +$4.3M | +5.66% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $37.8M 2.49% | +$565.0K Bought | — 62.9K shares | 62.0K → 62.9K +$565.0K | +1.52% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $32.6M 2.15% | +$979.0K Bought | 0.001% 127.9K shares | 124.1K → 127.9K +$979.0K | +3.1% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $31.6M 2.08% | +$999.9K Bought | — 47.5K shares | 46.0K → 47.5K +$999.9K | +3.27% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $27.4M 1.8% | +$199.3K Bought | — 1.0M shares | 996.5K → 1.0M +$199.3K | +0.73% | — — | Q3 2014 Held for 11y 2m | |
Software - Infrastructure Technology | $27.4M 1.8% | +$682.1K Bought | 0.001% 52.9K shares | 51.6K → 52.9K +$682.1K | +2.55% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $25.1M 1.65% | +$1.8M Bought | — 225.0K shares | 209.2K → 225.0K +$1.8M | +7.54% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $24.6M 1.62% | +$369.3K Bought | — 262.2K shares | 258.3K → 262.2K +$369.3K | +1.53% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $23.4M 1.54% | +$619.2K Bought | — 48.8K shares | 47.5K → 48.8K +$619.2K | +2.72% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $23.4M 1.54% | +$1.8M Bought | 0.001% 125.2K shares | 115.4K → 125.2K +$1.8M | +8.5% | $4.54T Mega Cap | Q3 2016 Held for 9y 2m | |
ETF ETF | $18.2M 1.2% | -$1.7M Sold | — 388.9K shares | 426.1K → 388.9K −$1.7M | -8.73% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $17.5M 1.16% | +$689.9K Bought | — 292.7K shares | 281.2K → 292.7K +$689.9K | +4.09% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $16.5M 1.08% | -$1.8M Sold | 0.004% 71.1K shares | 78.7K → 71.1K −$1.8M | -9.71% | $409.03B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $16.1M 1.06% | +$3.3M Bought | — 271.4K shares | 216.5K → 271.4K +$3.3M | +25.38% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $16.0M 1.05% | +$248.2K Bought | — 132.3K shares | 130.2K → 132.3K +$248.2K | +1.58% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $15.0M 0.986% | +$6.5M Bought | — 45.0K shares | 25.4K → 45.0K +$6.5M | +77.23% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $14.2M 0.932% | -$163.6K Sold | — 119.1K shares | 120.5K → 119.1K −$163.6K | -1.14% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $14.1M 0.929% | -$4.5M Sold | — 72.5K shares | 95.7K → 72.5K −$4.5M | -24.24% | — — | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $13.3M 0.878% | +$152.4K Bought | 0.003% 71.9K shares | 71.0K → 71.9K +$152.4K | +1.16% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $13.0M 0.858% | -$472.9K Sold | — 100.0K shares | 103.6K → 100.0K −$472.9K | -3.5% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.8M 0.846% | +$1.2M Bought | — 62.2K shares | 56.6K → 62.2K +$1.2M | +9.99% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $12.8M 0.843% | -$1.9M Sold | — 188.6K shares | 216.0K → 188.6K −$1.9M | -12.69% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $12.6M 0.829% | +$2.4M Bought | — 148.6K shares | 120.1K → 148.6K +$2.4M | +23.68% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.3M 0.809% | +$313.2K Bought | — 226.7K shares | 220.9K → 226.7K +$313.2K | +2.62% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $12.3M 0.808% | +$1.4M Bought | — 140.5K shares | 124.6K → 140.5K +$1.4M | +12.74% | — — | Q4 2016 Held for 8y 11m | |
Unknown Unknown | $12.2M 0.802% | +$498.1K Bought | — 56.5K shares | 54.1K → 56.5K +$498.1K | +4.26% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.1M 0.8% | +$2.2M Bought | — 184.2K shares | 150.2K → 184.2K +$2.2M | +22.63% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $11.8M 0.78% | +$1.0M Bought | — 36.1K shares | 32.9K → 36.1K +$1.0M | +9.56% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Household & Personal Products Consumer Defensive | $11.3M 0.744% | -$115.7K Sold | 0.003% 73.5K shares | 74.2K → 73.5K −$115.7K | -1.01% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $11.2M 0.735% | +$1.3M Bought | — 18.2K shares | 16.2K → 18.2K +$1.3M | +12.82% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $11.0M 0.723% | -$48.3K Sold | — 87.5K shares | 87.9K → 87.5K −$48.3K | -0.44% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $10.3M 0.679% | +$3.8K Bought | — 166.5K shares | 166.5K → 166.5K +$3.8K | +0.04% | — — | Q2 2014 Held for 11y 5m | |
Tobacco Consumer Defensive | $9.6M 0.634% | -$464.5K Sold | 0.009% 145.7K shares | 152.7K → 145.7K −$464.5K | -4.6% | $110.97B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.5M 0.625% | +$712.7K Bought | — 284.2K shares | 262.8K → 284.2K +$712.7K | +8.11% | — — | Q3 2022 Held for 3y 2m | |
Telecommunications Services Communication Services | $9.3M 0.611% | +$1.2M Bought | 0.005% 328.6K shares | 286.4K → 328.6K +$1.2M | +14.71% | $201.93B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.2M 0.603% | +$628.7K Bought | — 85.9K shares | 80.0K → 85.9K +$628.7K | +7.38% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $8.9M 0.587% | +$926.2K Bought | 0.006% 349.9K shares | 313.6K → 349.9K +$926.2K | +11.59% | $144.87B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $8.9M 0.586% | +$547.8K Bought | 0.012% 67.9K shares | 63.7K → 67.9K +$547.8K | +6.56% | $73.8B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.9M 0.586% | +$1.4M Bought | — 86.5K shares | 72.9K → 86.5K +$1.4M | +18.6% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $8.7M 0.573% | +$108.4K Bought | — 133.4K shares | 131.7K → 133.4K +$108.4K | +1.26% | — — | Q1 2024 Held for 1y 8m | |
Medical - Devices Healthcare | $8.7M 0.57% | -$3.8K Sold | 0.007% 90.9K shares | 90.9K → 90.9K −$3.8K | -0.04% | $122.16B Large Cap | Q3 2017 Held for 8y 2m | |
Specialty Retail Consumer Cyclical | $8.6M 0.569% | +$475.6K Bought | 0.0% 39.4K shares | 37.2K → 39.4K +$475.6K | +5.82% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $8.6M 0.569% | +$250.2K Bought | 0.003% 55.6K shares | 54.0K → 55.6K +$250.2K | +2.98% | $312.88B Mega Cap | Q4 2020 Held for 4y 11m | |
Information Technology Services Technology | $8.4M 0.554% | +$1.9M Bought | 0.003% 29.8K shares | 23.1K → 29.8K +$1.9M | +29.0% | $262.84B Mega Cap | Q1 2019 Held for 6y 8m | |
Telecommunications Services Communication Services | $8.2M 0.542% | +$655.4K Bought | 0.004% 187.3K shares | 172.4K → 187.3K +$655.4K | +8.65% | $185.31B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $8.2M 0.541% | +$1.1M Bought | — 82.0K shares | 71.4K → 82.0K +$1.1M | +14.91% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $7.9M 0.523% | +$798.4K Bought | — 45.5K shares | 40.9K → 45.5K +$798.4K | +11.18% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $7.8M 0.516% | +$760.2K Bought | — 120.2K shares | 108.5K → 120.2K +$760.2K | +10.73% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $7.8M 0.514% | +$1.2M Bought | — 175.1K shares | 147.6K → 175.1K +$1.2M | +18.69% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $7.8M 0.511% | -$45.0K Sold | — 26.4K shares | 26.6K → 26.4K −$45.0K | -0.58% | — — | Q4 2022 Held for 2y 11m |
