Regal Investment Advisors LLC
CIK: 0001559789SEC EDGAR →
Portfolio Value
$1.7B
Holdings
584
As of
Q4 2025
New Positions
48
Closed Positions
12
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 124,234 | $85.1M | 5.09% |
| 2 | APPLE INC | 127,471 | $34.7M | 2.07% |
| 3 | INVESCO QQQ TR | 55,585 | $34.1M | 2.04% |
| 4 | SPDR S&P 500 ETF TR | 48,061 | $32.8M | 1.96% |
| 5 | SCHWAB STRATEGIC TR | 966,159 | $26.5M | 1.58% |
| 6 | MICROSOFT CORP | 54,544 | $26.4M | 1.58% |
| 7 | ISHARES TR | 233,348 | $25.7M | 1.54% |
| 8 | NVIDIA CORPORATION | 133,510 | $24.9M | 1.49% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 267,350 | $24.7M | 1.48% |
| 10 | VANGUARD INDEX FDS | 50,018 | $24.4M | 1.46% |
Quarterly Changes
Top Buys
New Positions (93)
$3.5M · 14K shares
$3.0M · 10K shares
$2.5M · 20K shares
$2.2M · 7K shares
$1.8M · 19K shares
$1.3M · 48K shares
$1.3M · 12K shares
$1.1M · 30K shares
$927K · 86K shares
$925K · 1K shares
$913K · 20K shares
$894K · 19K shares
$889K · 17K shares
$786K · 20K shares
$785K · 4K shares
$769K · 9K shares
$752K · 7K shares
$711K · 14K shares
$696K · 5K shares
$667K · 44K shares
$653K · 8K shares
$641K · 19K shares
$627K · 2K shares
$611K · 9K shares
$598K · 7K shares
$589K · 9K shares
$584K · 12K shares
$572K · 17K shares
$554K · 12K shares
$541K · 3K shares
$531K · 4K shares
$513K · 34K shares
$501K · 10K shares
$487K · 20K shares
$486K · 10K shares
$468K · 4K shares
$468K · 5K shares
$458K · 4K shares
$455K · 9K shares
$447K · 29K shares
$440K · 13K shares
$429K · 31K shares
$425K · 22K shares
$406K · 17K shares
$402K · 6K shares
$394K · 1K shares
$387K · 795 shares
$381K · 3K shares
$378K · 10K shares
$370K · 5K shares
$365K · 2K shares
$365K · 8K shares
$344K · 2K shares
$337K · 2K shares
$337K · 4K shares
$334K · 9K shares
$332K · 7K shares
$325K · 8K shares
$323K · 7K shares
$321K · 15K shares
$319K · 24K shares
$317K · 753 shares
$316K · 49K shares
$312K · 67K shares
$300K · 10K shares
$292K · 6K shares
$282K · 3K shares
$274K · 12K shares
$274K · 7K shares
$273K · 3K shares
$273K · 9K shares
$270K · 3K shares
$270K · 8K shares
$266K · 2K shares
$264K · 4K shares
$263K · 993 shares
$262K · 2K shares
$260K · 2K shares
$259K · 7K shares
$258K · 1K shares
$258K · 2K shares
$252K · 10K shares
$251K · 7K shares
$250K · 8K shares
$250K · 2K shares
$241K · 12K shares
$238K · 11K shares
$233K · 10K shares
$196K · 17K shares
$166K · 13K shares
$147K · 20K shares
$135K · 36K shares
$101K · 13K shares
Closed Positions (25)
$1.8M · 36K shares
$841K · 7K shares
$703K · 897 shares
$665K · 5K shares
$649K · 5K shares
$623K · 6K shares
$580K · 12K shares
$411K · 7K shares
$409K · 6K shares
$376K · 8K shares
$363K · 7K shares
$357K · 15K shares
$352K · 17K shares
$333K · 7K shares
$329K · 4K shares
$321K · 6K shares
$311K · 2K shares
$290K · 5K shares
$281K · 6K shares
$273K · 7K shares
$256K · 3K shares
$252K · 4K shares
$252K · 4K shares
$212K · 11K shares
$92K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 350 | $1.1B | 65.5% |
| Technology | 57 | $151.7M | 9.0% |
| Unknown | 34 | $114.0M | 6.8% |
| Healthcare | 30 | $85.1M | 5.1% |
| Consumer Defensive | 17 | $51.7M | 3.1% |
| Industrials | 31 | $42.2M | 2.5% |
| Consumer Cyclical | 18 | $39.0M | 2.3% |
| Energy | 12 | $31.9M | 1.9% |
| Communication Services | 7 | $27.8M | 1.7% |
| Utilities | 13 | $22.4M | 1.3% |
| Basic Materials | 10 | $10.1M | 0.6% |
| Real Estate | 5 | $3.5M | 0.2% |