Regal Investment Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    kentwood, MI
  • CIK
    0001559789
  • Alternate names
    Regal Investment Advisors, LLC
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

460

$1.24 B
IVV, NDQ, AAPL, SCHD
13F-HR
May 12, 2025
000155978925000002

465

$1.33 B
IVV, NDQ, AAPL, SPY
13F-HR
Feb 13, 2025
000155978925000001

500

$1.43 B
IVV, AAPL, NDQ, MSFT
13F-HR
Nov 12, 2024
000155978924000005

570

$1.53 B
IVV, MSFT, NDQ, AAPL
13F-HR
Aug 15, 2024
000155978924000003

582

$1.46 B
IVV, MSFT, NDQ, AAPL
13F-HR
May 15, 2024
000155978924000002

544

$1.32 B
IVV, AAPL, NDQ, MSFT
13F-HR
Feb 14, 2024
000155978924000001

499

$1.19 B
IVV, NDQ, AAPL, ITOT
13F-HR
Nov 13, 2023
000155978923000002

514

$1.19 B
IVV, AAPL, NDQ, ITOT
13F-HR
Aug 11, 2023
000155978923000001

517

$1.13 B
IVV, AAPL, ITOT, ONEQ
13F-HR
May 11, 2023
000117266123002005

492

$1.03 B
IVV, ITOT, AAPL, ONEQ
13F-HR
Mar 1, 2023
000117266123001528

480

$947.99 M
IVV, AAPL, PFF, ITOT
13F-HR
Nov 15, 2022
000117266122002603

498

$960.58 M
IVV, FTCS, AAPL, PFF
13F-HR
Aug 9, 2022
000117266122001761

528

$1.09 B
IVV, AAPL, FTCS, PFF
13F-HR
May 9, 2022
000117266122001198

535

$1.13 B
IVV, FTCS, AAPL, MSFT
13F-HR
Feb 10, 2022
000117266122000304

526

$1.03 B
IVV, FTCS, AAPL, LQD
13F-HR
Nov 5, 2021
000117266121002122

527

$996.86 M
IVV, FTCS, LQD, AAPL
13F-HR
Aug 9, 2021
000117266121001589

28

$98.67 M
LQD, VEA, SCHD, VUG
13F-HR
May 12, 2021
000117266121001095

468

$884.52 M
IVV, LQD, FTCS, AAPL
13F-HR
Feb 12, 2021
000117266121000343

28

$84.62 M
LQD, VEA, VUG, SCHD
13F-HR
Nov 13, 2020
000117266120002144

330

$545.47 M
IVV, LQD, MSFT, FTCS
13F-HR
Aug 3, 2020
000117266120001577

27

$68.06 M
LQD, VEA, VUG, SCHD
13F-HR
May 12, 2020
000117266120001191

344

$555.91 M
IVV, LQD, SPY, VEA
13F-HR
Jan 29, 2020
000117266120000259

318

$512.43 M
IVV, LQD, SPY, PG
13F-HR
Nov 15, 2019
000117266119002382

317

$513.24 M
IVV, LQD, SPY, PFF
13F-HR
Jul 26, 2019
000176538019000074

355

$491.90 M
IVV, LQD, SPY, PG
13F-HR
May 9, 2019
000176538019000060

333

$456.44 M
IVV, LQD, VEA, ABBV
13F-HR
Feb 4, 2019
000176538019000009

319

$475.01 M
IVV, LQD, VEA, SPY
13F-HR
Nov 5, 2018
000155978918000002

257

$329.33 M
IVV, SPY, LQD, VEA
13F-HR
Aug 10, 2018
000160658718000639

311

$452.50 M
IVV, IJR, LQD, SPY
13F-HR
Apr 25, 2018
000160658718000348

286

$448.69 M
IVV, IJR, LQD, SPY
13F-HR
Feb 6, 2018
000160658718000132

279

$428.72 M
IVV, IJR, SPY, LQD
13F-HR
Nov 8, 2017
000160658717000651

261

$403.72 M
IVV, IJR, LQD, SPY
13F-HR
Aug 10, 2017
000160658717000491

262

$383.28 M
IVV, SPY, LQD, PFF
13F-HR
May 12, 2017
000160658717000341

244

$361.72 M
IVV, SPY, LQD, PFF
13F-HR
Feb 6, 2017
000160658717000098

259

$352.46 M
USMV, SPY, LQD, PFF
13F-HR
Oct 27, 2016
000160658716000816

245

$363.80 M
USMV, SPY, LQD, VTI
13F-HR
Aug 5, 2016
000160658716000702

244

$369.19 M
SHY, USMV, SPY, VNQ
13F-HR
May 16, 2016
000160658716000639

264

$385.60 M
SHY, SPY, USMV, LZB
13F-HR
Feb 8, 2016
000160658716000382

1,119

$385.32 M
SHY, MBB, VTI, LZB
13F-HR
Nov 12, 2015
000160658715000309

972

$369.78 M
EEM, EFA, USMV, LZB
13F-HR
Jul 23, 2015
000160658715000206

1,006

$404.81 M
LQD, AGG, LZB, USMV
13F-HR
Apr 30, 2015
000160658715000138

943

$373.05 M
LZB, LQD, TLT, IVV
13F-HR
Feb 11, 2015
000160658715000048

966

$330.90 M
LQD, TLT, EEM, EFA
13F-HR
Nov 14, 2014
000160658714000276

930

$280.75 M
TLT, JNK, AGG, VNQ
RESTATEMENT
Feb 17, 2015
000160658715000072

915

$280.77 B
TLT, JNK, AGG, VNQ
RESTATEMENT
Aug 15, 2014
000160658714000208

909

$236.22 M
EEM, JNK, VNQ, SPY
RESTATEMENT
Feb 17, 2015
000160658715000070

840

$174.65 M
IVV, PFF, VEA, AAPL
RESTATEMENT
Feb 17, 2015
000160658715000068