Filer Name: REGAL INVESTMENT ADVISORS LLC
CIK: 1559789
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 465
Portfolio Value: $1.33B

Regal Investment Advisors Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 131,903 $78M 5.84% -2.5% -
QQQ US INVESCO QQQ TRUST SERIES 1 64,741 $33M 2.49% 2.2% -
AAPL US APPLE INC 128,491 $32M 2.42% -4.2% -
SPY US SPDR S&P 500 ETF TRUST 41,876 $25M 1.84% 2.3% -
MSFT US MICROSOFT CORP 56,547 $24M 1.79% -6.4% -
LQD US ISHARES IBOXX INVESTMENT GRA 206,272 $22M 1.66% 5.2% -
FTCS US FIRST TRUST CAPITAL STRENGTH 245,757 $22M 1.62% 6.3% -
SCHD US SCHWAB US DVD EQUITY ETF 783,827 $21M 1.61% 229.3% -
ABBV US ABBVIE INC 114,779 $20M 1.53% 2.7% -
IUSB US ISHARES CORE TOTAL BOND ETF 430,820 $19M 1.46% -8.0% -
VUG US VANGUARD GROWTH ETF 45,110 $19M 1.39% -9.4% -
QUAL US ISHARES MSCI USA QUALITY FAC 95,256 $17M 1.27% 1.3% -
PG US PROCTER & GAMBLE CO/THE 97,273 $16M 1.23% 0.6% -
NVDA US NVIDIA CORP 117,684 $16M 1.19% -2.0% -
GSLC US GOLDMAN ACTIVEBETA US LC ETF 126,674 $15M 1.10% -4.0% -
VEA US VANGUARD FTSE DEVELOPED ETF 297,565 $14M 1.07% 7.7% -
IJR US ISHARES CORE S&P SMALL-CAP E 121,813 $14M 1.05% 5.2% -
IVW US ISHARES S&P 500 GROWTH ETF 133,491 $14M 1.02% -4.2% -
VIG US VANGUARD DIVIDEND APPREC ETF 68,460 $13M 1.01% -0.9% -
JNJ US JOHNSON & JOHNSON 90,923 $13M 0.99% -0.6% -
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