Regal Investment Advisors LLC

Q4 2024 13F Holdings

  • Location
    kentwood, MI
  • Num holdings

    465

  • Value ($000)

    $1,330,504

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001559789
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$77.65M
6 %

131,903

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$33.10M
3 %

64,741

AAPL
AAPL

APPLE INC

COM
037833100
$32.18M
2 %

128,491

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$24.54M
2 %

41,876

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$23.83M
2 %

56,547

LQD
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$22.04M
2 %

206,272

FTCS
FTCS

FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF
33733E104
$21.58M
2 %

245,757

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$21.41M
2 %

783,827

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$20.40M
2 %

114,779

IUSB
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$19.47M
2 %

430,820

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