Regal Investment Advisors LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$1.2T
Holdings
460
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (460 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 130,756 | $73.5B | 5.94% | |
| 2 | NDQINVESCO QQQ TR | 61,595 | $28.9B | 2.34% | |
| 3 | AAPLAPPLE INC | 123,901 | $27.5B | 2.23% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 963,901 | $27.0B | 2.18% | |
| 5 | SPYSPDR S&P 500 ETF TR | 46,314 | $25.9B | 2.10% | |
| 6 | FTCSFIRST TR EXCHANGE-TRADED FD | 257,687 | $23.1B | 1.87% | |
| 7 | LQDISHARES TR | 206,168 | $22.4B | 1.81% | |
| 8 | IUSBISHARES TR | 438,552 | $20.2B | 1.63% | |
| 9 | MSFTMICROSOFT CORP | 47,190 | $17.7B | 1.43% | |
| 10 | VUGVANGUARD INDEX FDS | 46,485 | $17.2B | 1.39% | |
| 11 | ABBVABBVIE INC | 77,877 | $16.3B | 1.32% | |
| 12 | QUALISHARES TR | 94,610 | $16.2B | 1.31% | |
| 13 | NVDANVIDIA CORPORATION | 135,864 | $14.7B | 1.19% | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 286,251 | $14.6B | 1.18% | |
| 15 | IVWISHARES TR | 139,313 | $12.9B | 1.05% | |
| 16 | IJRISHARES TR | 122,998 | $12.9B | 1.04% | |
| 17 | PFFISHARES TR | 413,352 | $12.7B | 1.03% | |
| 18 | PGPROCTER AND GAMBLE CO | 72,726 | $12.4B | 1.00% | |
| 19 | GSLCGOLDMAN SACHS ETF TR | 107,259 | $11.8B | 0.96% | |
| 20 | JNJJOHNSON & JOHNSON | 69,895 | $11.6B | 0.94% | |
| 21 | VIGVANGUARD SPECIALIZED FUNDS | 53,459 | $10.4B | 0.84% | |
| 22 | DYNFBLACKROCK ETF TRUST | 203,651 | $9.9B | 0.80% | |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 216,917 | $9.8B | 0.79% | |
| 24 | BACVERIZON COMMUNICATIONS INC | 204,258 | $9.3B | 0.75% | |
| 25 | IVEISHARES TR | 48,275 | $9.2B | 0.74% | |
| 26 | FAIFIRST TR EXCHANGE TRADED FD | 165,535 | $9.1B | 0.73% | |
| 27 | VTIVANGUARD INDEX FDS | 32,699 | $9.0B | 0.73% | |
| 28 | MOALTRIA GROUP INC | 144,524 | $8.7B | 0.70% | |
| 29 | VYMIVANGUARD WHITEHALL FDS | 117,270 | $8.6B | 0.70% | |
| 30 | MUBISHARES TR | 81,515 | $8.6B | 0.70% | |
| 31 | AQLTISHARES TR | 112,940 | $8.5B | 0.69% | |
| 32 | EFVISHARES TR | 142,646 | $8.4B | 0.68% | |
| 33 | PWBINVESCO EXCHANGE TRADED FD T | 87,519 | $8.4B | 0.68% | |
| 34 | CVXCHEVRON CORP NEW | 49,974 | $8.4B | 0.68% | |
| 35 | MDTMEDTRONIC PLC | 90,638 | $8.1B | 0.66% | |
| 36 | VOOVANGUARD INDEX FDS | 15,369 | $7.9B | 0.64% | |
| 37 | TAT&T INC | 275,896 | $7.8B | 0.63% | |
| 38 | PWVINVESCO EXCHANGE TRADED FD T | 129,153 | $7.7B | 0.62% | |
| 39 | AFLAFLAC INC | 66,409 | $7.4B | 0.60% | |
| 40 | BUFRFIRST TR EXCHNG TRADED FD VI | 247,706 | $7.4B | 0.59% | |
| 41 | PFEPFIZER INC | 288,575 | $7.3B | 0.59% | |
| 42 | AGGISHARES TR | 71,576 | $7.1B | 0.57% | |
| 43 | GTOINVESCO ACTIVELY MANAGED EXC | 150,431 | $7.1B | 0.57% | |
| 44 | EMREMERSON ELEC CO | 62,552 | $6.9B | 0.55% | |
| 45 | AMZNAMAZON COM INC | 35,815 | $6.8B | 0.55% | |
| 46 | MCDMCDONALDS CORP | 21,580 | $6.7B | 0.55% | |
| 47 | MBBISHARES TR | 71,054 | $6.7B | 0.54% | |
| 48 | VOTVANGUARD INDEX FDS | 26,613 | $6.5B | 0.53% | |
| 49 | VOEVANGUARD INDEX FDS | 40,548 | $6.5B | 0.53% | |
| 50 | DIVOAMPLIFY ETF TR | 153,363 | $6.3B | 0.51% | |
| 51 | BSVVANGUARD BD INDEX FDS | 79,241 | $6.2B | 0.50% | |
| 52 | PRFZINVESCO EXCHANGE TRADED FD T | 163,302 | $6.2B | 0.50% | |
| 53 | VNQVANGUARD INDEX FDS | 66,118 | $6.0B | 0.48% | |
| 54 | TLHISHARES TR | 57,214 | $5.9B | 0.48% | |
| 55 | IJHISHARES TR | 101,015 | $5.9B | 0.48% | |
| 56 | EFGISHARES TR | 58,604 | $5.9B | 0.47% | |
| 57 | FDNFIRST TR EXCHANGE-TRADED FD | 25,573 | $5.7B | 0.46% | |
| 58 | IYWISHARES TR | 39,529 | $5.6B | 0.45% | |
| 59 | VCLTVANGUARD SCOTTSDALE FDS | 72,620 | $5.5B | 0.45% | |
| 60 | WMTWALMART INC | 62,037 | $5.4B | 0.44% | |
| 61 | EEMISHARES TR | 122,658 | $5.4B | 0.43% | |
| 62 | FLTRVANECK ETF TRUST | 209,380 | $5.3B | 0.43% | |
| 63 | OEFISHARES TR | 19,726 | $5.3B | 0.43% | |
| 64 | AQLTISHARES TR | 227,643 | $5.3B | 0.43% | |
| 65 | KOCOCA COLA CO | 73,318 | $5.3B | 0.42% | |
| 66 | COSTCOSTCO WHSL CORP NEW | 5,526 | $5.2B | 0.42% | |
| 67 | IBMINTERNATIONAL BUSINESS MACHS | 20,791 | $5.2B | 0.42% | |
| 68 | HEFAISHARES TR | 141,339 | $5.1B | 0.41% | |
| 69 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,614 | $5.1B | 0.41% | |
| 70 | IVOLKRANESHARES TRUST | 273,140 | $5.1B | 0.41% | |
| 71 | FAUGFIRST TR EXCHNG TRADED FD VI | 111,810 | $5.1B | 0.41% | |
| 72 | GQ9SPDR GOLD TR | 16,940 | $4.9B | 0.39% | |
| 73 | FLOTISHARES TR | 89,811 | $4.6B | 0.37% | |
| 74 | XLUSELECT SECTOR SPDR TR | 56,970 | $4.5B | 0.36% | |
| 75 | GOOGALPHABET INC | 28,672 | $4.5B | 0.36% | |
| 76 | DYHTARGET CORP | 42,604 | $4.4B | 0.36% | |
| 77 | CINFCINCINNATI FINL CORP | 29,718 | $4.4B | 0.36% | |
| 78 | WMWASTE MGMT INC DEL | 18,834 | $4.4B | 0.35% | |
| 79 | LZBLA Z BOY INC | 109,856 | $4.3B | 0.35% | |
| 80 | IEMGISHARES INC | 79,190 | $4.3B | 0.35% | |
| 81 | CSCOCISCO SYS INC | 69,125 | $4.3B | 0.35% | |
| 82 | FISFIDELITY NATL INFORMATION SV | 56,210 | $4.2B | 0.34% | |
| 83 | FLTBFIDELITY MERRIMACK STR TR | 76,908 | $3.9B | 0.31% | |
| 84 | EMXCISHARES INC | 69,134 | $3.8B | 0.31% | |
| 85 | EOGEOG RES INC | 29,534 | $3.8B | 0.31% | |
| 86 | XLFSELECT SECTOR SPDR TR | 75,888 | $3.8B | 0.31% | |
| 87 | VOVANGUARD INDEX FDS | 14,543 | $3.8B | 0.30% | |
| 88 | GSIEGOLDMAN SACHS ETF TR | 103,819 | $3.7B | 0.30% | |
| 89 | VWOBVANGUARD WHITEHALL FDS | 57,302 | $3.7B | 0.30% | |
| 90 | JNKSPDR SER TR | 38,036 | $3.6B | 0.29% | |
| 91 | CPAYCORPAY INC | 10,364 | $3.6B | 0.29% | |
| 92 | SCHGSCHWAB STRATEGIC TR | 142,673 | $3.6B | 0.29% | |
| 93 | EDCONSOLIDATED EDISON INC | 32,115 | $3.6B | 0.29% | |
| 94 | CMECME GROUP INC | 13,330 | $3.5B | 0.29% | |
| 95 | FANGDIAMONDBACK ENERGY INC | 21,805 | $3.5B | 0.28% | |
| 96 | GHYBGOLDMAN SACHS ETF TR | 78,212 | $3.5B | 0.28% | |
| 97 | TOLTOLL BROTHERS INC | 32,686 | $3.5B | 0.28% | |
| 98 | IAU*ISHARES GOLD TR | 57,892 | $3.4B | 0.28% | |
| 99 | ABXBARRICK GOLD CORP | 174,508 | $3.4B | 0.27% | |
| 100 | AQLTISHARES TR | 146,578 | $3.4B | 0.27% |
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