Regal Investment Advisors LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationkentwood, MI
- CIK0001559789
- Alternate namesRegal Investment Advisors, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
465 | $1.33B | IVV, NDQ, AAPL, SPY | 13F-HR | Feb 13, 2025 | 000155978925000001 | ||
500 | $1.43B | IVV, AAPL, NDQ, MSFT | 13F-HR | Nov 12, 2024 | 000155978924000005 | ||
570 | $1.53B | IVV, MSFT, NDQ, AAPL | 13F-HR | Aug 15, 2024 | 000155978924000003 | ||
582 | $1.46B | IVV, MSFT, NDQ, AAPL | 13F-HR | May 15, 2024 | 000155978924000002 | ||
544 | $1.32B | IVV, AAPL, NDQ, MSFT | 13F-HR | Feb 14, 2024 | 000155978924000001 | ||
499 | $1.19B | IVV, NDQ, AAPL, ITOT | 13F-HR | Nov 13, 2023 | 000155978923000002 | ||
514 | $1.19B | IVV, AAPL, NDQ, ITOT | 13F-HR | Aug 11, 2023 | 000155978923000001 | ||
517 | $1.13B | IVV, AAPL, ITOT, ONEQ | 13F-HR | May 11, 2023 | 000117266123002005 | ||
492 | $1.03B | IVV, ITOT, AAPL, ONEQ | 13F-HR | Mar 1, 2023 | 000117266123001528 | ||
480 | $947.99M | IVV, AAPL, PFF, ITOT | 13F-HR | Nov 15, 2022 | 000117266122002603 | ||
498 | $960.58M | IVV, FTCS, AAPL, PFF | 13F-HR | Aug 9, 2022 | 000117266122001761 | ||
528 | $1.09B | IVV, AAPL, FTCS, PFF | 13F-HR | May 9, 2022 | 000117266122001198 | ||
535 | $1.13B | IVV, FTCS, AAPL, MSFT | 13F-HR | Feb 10, 2022 | 000117266122000304 | ||
526 | $1.03B | IVV, FTCS, AAPL, LQD | 13F-HR | Nov 5, 2021 | 000117266121002122 | ||
527 | $996.86M | IVV, FTCS, LQD, AAPL | 13F-HR | Aug 9, 2021 | 000117266121001589 | ||
28 | $98.67M | LQD, VEA, SCHD, VUG | 13F-HR | May 12, 2021 | 000117266121001095 | ||
468 | $884.52M | IVV, LQD, FTCS, AAPL | 13F-HR | Feb 12, 2021 | 000117266121000343 | ||
28 | $84.62M | LQD, VEA, VUG, SCHD | 13F-HR | Nov 13, 2020 | 000117266120002144 | ||
330 | $545.47M | IVV, LQD, MSFT, FTCS | 13F-HR | Aug 3, 2020 | 000117266120001577 | ||
27 | $68.06M | LQD, VEA, VUG, SCHD | 13F-HR | May 12, 2020 | 000117266120001191 | ||
344 | $555.91M | IVV, LQD, SPY, VEA | 13F-HR | Jan 29, 2020 | 000117266120000259 | ||
318 | $512.43M | IVV, LQD, SPY, PG | 13F-HR | Nov 15, 2019 | 000117266119002382 | ||
317 | $513.24M | IVV, LQD, SPY, PFF | 13F-HR | Jul 26, 2019 | 000176538019000074 | ||
355 | $491.90M | IVV, LQD, SPY, PG | 13F-HR | May 9, 2019 | 000176538019000060 | ||
333 | $456.44M | IVV, LQD, VEA, ABBV | 13F-HR | Feb 4, 2019 | 000176538019000009 | ||
319 | $475.01M | IVV, LQD, VEA, SPY | 13F-HR | Nov 5, 2018 | 000155978918000002 | ||
257 | $329.33M | IVV, SPY, LQD, VEA | 13F-HR | Aug 10, 2018 | 000160658718000639 | ||
311 | $452.50M | IVV, IJR, LQD, SPY | 13F-HR | Apr 25, 2018 | 000160658718000348 | ||
286 | $448.69M | IVV, IJR, LQD, SPY | 13F-HR | Feb 6, 2018 | 000160658718000132 | ||
279 | $428.72M | IVV, IJR, SPY, LQD | 13F-HR | Nov 8, 2017 | 000160658717000651 | ||
261 | $403.72M | IVV, IJR, LQD, SPY | 13F-HR | Aug 10, 2017 | 000160658717000491 | ||
262 | $383.28M | IVV, SPY, LQD, PFF | 13F-HR | May 12, 2017 | 000160658717000341 | ||
244 | $361.72M | IVV, SPY, LQD, PFF | 13F-HR | Feb 6, 2017 | 000160658717000098 | ||
259 | $352.46M | USMV, SPY, LQD, PFF | 13F-HR | Oct 27, 2016 | 000160658716000816 | ||
245 | $363.80M | USMV, SPY, LQD, VTI | 13F-HR | Aug 5, 2016 | 000160658716000702 | ||
244 | $369.19M | SHY, USMV, SPY, VNQ | 13F-HR | May 16, 2016 | 000160658716000639 | ||
264 | $385.60M | SHY, SPY, USMV, LZB | 13F-HR | Feb 8, 2016 | 000160658716000382 | ||
1,119 | $385.32M | SHY, MBB, VTI, LZB | 13F-HR | Nov 12, 2015 | 000160658715000309 | ||
972 | $369.78M | EEM, EFA, USMV, LZB | 13F-HR | Jul 23, 2015 | 000160658715000206 | ||
1,006 | $404.81M | LQD, AGG, LZB, USMV | 13F-HR | Apr 30, 2015 | 000160658715000138 | ||
943 | $373.05M | LZB, LQD, TLT, IVV | 13F-HR | Feb 11, 2015 | 000160658715000048 | ||
966 | $330.90M | LQD, TLT, EEM, EFA | 13F-HR | Nov 14, 2014 | 000160658714000276 | ||
930 | $280.75M | TLT, JNK, AGG, VNQ | RESTATEMENT | Feb 17, 2015 | 000160658715000072 | ||
915 | $280.77B | TLT, JNK, AGG, VNQ | RESTATEMENT | Aug 15, 2014 | 000160658714000208 | ||
909 | $236.22M | EEM, JNK, VNQ, SPY | RESTATEMENT | Feb 17, 2015 | 000160658715000070 | ||
840 | $174.65M | IVV, PFF, VEA, AAPL | RESTATEMENT | Feb 17, 2015 | 000160658715000068 |