Regal Investment Advisors LLC
Q1 2025 13F Holdings
- Locationkentwood, MI
- Num holdings
460
- Value ($000)
$1,236,194
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001559789
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $73.47M | 6 % | 130,756 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $28.88M | 2 % | 61,595 | ||
AAPL APPLE INC | COM | 037833100 | $27.52M | 2 % | 123,901 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $26.95M | 2 % | 963,901 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $25.91M | 2 % | 46,314 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $23.10M | 2 % | 257,687 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $22.41M | 2 % | 206,168 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $20.21M | 2 % | 438,552 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $17.71M | 1 % | 47,190 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $17.24M | 1 % | 46,485 |
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