Regal Investment Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RI Regal Investment Advisors LLC | Institutional Filer | ▲ 3.57% | $1.73B | 653 |
Current Portfolio Holdings
Showing all 653 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 135K | $88.4M | 5.10% |
| 2 | AAPL | Apple Inc. | Technology | 127K | $32.3M | 1.86% |
| 3 | QQQ | Invesco QQQ Trust | — | 55K | $31.7M | 1.83% |
| 4 | SPY | SPDR S&P 500 ETF Trust | — | 47K | $30.4M | 1.75% |
| 5 | SCHD | SCHWAB STRATEGIC TR | — | 909K | $27.9M | 1.61% |
| 6 | LQD | ISHARES TR | — | 245K | $26.7M | 1.54% |
| 7 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 272K | $25.2M | 1.46% |
| 8 | NVDA | NVIDIA Corporation | Technology | 133K | $23.2M | 1.34% |
| 9 | VUG | VANGUARD INDEX FDS | — | 53K | $23.1M | 1.33% |
| 10 | IUSB | ISHARES TR | — | 493K | $22.8M | 1.31% |
| 11 | MSFT | Microsoft Corporation | Technology | 60K | $22.3M | 1.29% |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | — | 313K | $20.1M | 1.16% |
| 13 | IVE | ISHARES TR | — | 95K | $20.0M | 1.16% |
| 14 | IVW | ISHARES TR | — | 169K | $19.1M | 1.10% |
| 15 | IEMG | ISHARES INC | — | 253K | $17.7M | 1.02% |
Showing 1 to 15 of 653 holdings