Regal Investment Advisors LLC
CIK Number: 0001559789
Main Sectors:
Top Industries:
Filing Date: May 12, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 648.15 | +0.01% | 130.76K | -0.87% | 73.47M | 416.08 | 5.94% | Share |
| 2 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 61.59K | -4.86% | 28.88M | 413.92 | 2.34% | Share |
| 3 | AAPL | Apple Inc. | 232.81 | -0.22% | 123.9K | -3.57% | 27.52M | 141.93 | 2.23% | Share |
| 4 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 963.9K | +22.97% | 26.95M | 22.29 | 2.18% | Share |
| 5 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 46.31K | +10.60% | 25.91M | 445.33 | 2.10% | Share |
| 6 | FTCS | First Trust Cap... | 92.65 | -0.6% | 257.69K | +4.85% | 23.1M | 77.43 | 1.87% | Share |
| 7 | LQD | iShares iBoxx $... | 109.88 | -0.34% | 206.17K | -0.05% | 22.41M | 122.8 | 1.81% | Share |
| 8 | IUSB | iShares Core To... | 46.20 | -0.26% | 438.55K | +1.79% | 20.21M | 47.71 | 1.63% | Share |
| 9 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 47.19K | -16.55% | 17.71M | 277.47 | 1.43% | Share |
| 10 | VUG | Vanguard Growth... | 463.54 | +0.15% | 46.48K | +3.05% | 17.24M | 189.66 | 1.39% | Share |
| 11 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 77.88K | -32.15% | 16.32M | 124.55 | 1.32% | Share |
| 12 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 94.61K | -0.68% | 16.17M | 141.84 | 1.31% | Share |
| 13 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 135.86K | +15.45% | 14.72M | 33.33 | 1.19% | Share |
| 14 | VEA | Vanguard Develo... | 58.60 | -0.18% | 286.25K | -3.8% | 14.55M | 43.61 | 1.18% | Share |
| 15 | IVW | iShares S&P 500... | 115.82 | +0.14% | 139.31K | +4.36% | 12.93M | 84.22 | 1.05% | Share |
| 16 | IJR | iShares Core S&... | 115.17 | -1.4% | 123K | +0.97% | 12.86M | 98.63 | 1.04% | Share |
| 17 | PFF | iShares Preferr... | 31.44 | -0.16% | 413.35K | +28.34% | 12.7M | 35.94 | 1.03% | Share |
| 18 | PG | The Procter & G... | 153.70 | -1.1% | 72.73K | -25.24% | 12.39M | 140.2 | 1.00% | Share |
| 19 | GSLC | Goldman Sachs A... | 126.50 | -0.08% | 107.26K | -15.33% | 11.81M | 87.5 | 0.96% | Share |
| 20 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 69.89K | -23.13% | 11.59M | 164.64 | 0.94% | Share |
| 21 | VIG | Vanguard Divide... | 210.08 | +0.06% | 53.46K | -21.91% | 10.37M | 155.01 | 0.84% | Share |
| 22 | DYNF | BlackRock U.S. ... | 57.23 | +0.22% | 203.65K | +4.21% | 9.93M | 45.86 | 0.80% | Share |
| 23 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 216.92K | +13.51% | 9.82M | 44.7 | 0.79% | Share |
| 24 | VZ | Verizon Communi... | 43.49 | -0.49% | 204.26K | -18.15% | 9.27M | 43.95 | 0.75% | Share |
| 25 | IVE | iShares S&P 500... | 202.03 | -0.1% | 48.27K | +47.11% | 9.2M | 183.64 | 0.74% | Share |
| 26 | FV | First Trust Dor... | 61.13 | -0.57% | 165.53K | +4.14% | 9.08M | 47.73 | 0.73% | Share |
| 27 | VTI | Vanguard Total ... | 317.25 | -0.13% | 32.7K | +6.23% | 8.99M | 221.89 | 0.73% | Share |
| 28 | MO | Altria Group, I... | 65.54 | +0.06% | 144.52K | -18.22% | 8.67M | 44.71 | 0.70% | Share |
| 29 | VYMI | Vanguard Intern... | 83.82 | -0.14% | 117.27K | +159.22% | 8.64M | 66.73 | 0.70% | Share |
| 30 | MUB | iShares Nationa... | 104.03 | -0.18% | 81.52K | -2.6% | 8.59M | 110.08 | 0.70% | Share |
| 31 | IEFA | iShares Core MS... | 85.61 | -0.04% | 112.94K | +7.59% | 8.54M | 72.4 | 0.69% | Share |
| 32 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 142.65K | -19.88% | 8.41M | 54.82 | 0.68% | Share |
| 33 | PWB | Invesco Dynamic... | 119.97 | +0.07% | 87.52K | +2.35% | 8.41M | 91.05 | 0.68% | Share |
| 34 | CVX | Chevron Corpora... | 155.20 | -0.43% | 49.97K | -28.94% | 8.36M | 128.09 | 0.68% | Share |
| 35 | MDT | Medtronic plc | 91.95 | -1.03% | 90.64K | -21.22% | 8.14M | 100.38 | 0.66% | Share |
| 36 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 15.37K | +5.23% | 7.9M | 377.79 | 0.64% | Share |
| 37 | T | AT&T Inc. | 28.75 | +1.27% | 275.9K | -23.01% | 7.8M | 20.23 | 0.63% | Share |
| 38 | PWV | Invesco Dynamic... | 63.19 | -0.06% | 129.15K | +5.33% | 7.69M | 56.87 | 0.62% | Share |
| 39 | AFL | Aflac Incorpora... | 105.31 | -0.37% | 66.41K | -31.69% | 7.38M | 57.7 | 0.60% | Share |
| 40 | BUFR | First Trust Cbo... | 32.73 | +0.02% | 247.71K | +10.83% | 7.35M | 29.01 | 0.59% | Share |
| 41 | PFE | Pfizer Inc. | 25.11 | -0.22% | 288.57K | -8.37% | 7.31M | 36.41 | 0.59% | Share |
| 42 | AGG | iShares Core U.... | 99.10 | -0.27% | 71.58K | +73.94% | 7.08M | 102.37 | 0.57% | Share |
| 43 | GTO | Invesco Total R... | 47.09 | -0.17% | 150.43K | +1.97% | 7.06M | 46.57 | 0.57% | Share |
| 44 | EMR | Emerson Electri... | 134.37 | -0.43% | 62.55K | -27.25% | 6.86M | 94.43 | 0.55% | Share |
| 45 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 35.81K | -18.9% | 6.81M | 151.62 | 0.55% | Share |
| 46 | MCD | McDonald's Corp... | 308.84 | +1.24% | 21.58K | -28.8% | 6.74M | 241.55 | 0.55% | Share |
| 47 | MBB | iShares MBS ETF | 93.62 | -0.34% | 71.05K | -16.21% | 6.66M | 95.29 | 0.54% | Share |
| 48 | VOT | Vanguard Mid-Ca... | 285.33 | -0.85% | 26.61K | +1.65% | 6.51M | 188.55 | 0.53% | Share |
| 49 | VOE | Vanguard Mid-Ca... | 170.66 | -0.55% | 40.55K | -0.03% | 6.51M | 122.74 | 0.53% | Share |
| 50 | DIVO | Amplify CWP Enh... | 43.30 | -0.02% | 153.36K | +91.29% | 6.25M | 37.54 | 0.51% | Share |
| 51 | BSV | Vanguard Short-... | 78.63 | -0.12% | 79.24K | -0.28% | 6.2M | 79.71 | 0.50% | Share |
| 52 | PRFZ | Invesco FTSE RA... | 43.17 | -1.19% | 163.3K | +9.15% | 6.18M | 39.09 | 0.50% | Share |
| 53 | VNQ | Vanguard Real E... | 89.16 | -0.71% | 66.12K | +3.58% | 5.99M | 90.99 | 0.48% | Share |
| 54 | TLH | iShares 10-20 Y... | 100.75 | -0.65% | 57.21K | +62.05% | 5.94M | 106.33 | 0.48% | Share |
| 55 | IJH | iShares Core S&... | 63.85 | -1.31% | 101.02K | +0.48% | 5.89M | 45.65 | 0.48% | Share |
| 56 | EFG | iShares MSCI EA... | 111.42 | -0.22% | 58.6K | -40.3% | 5.86M | 98.27 | 0.47% | Share |
| 57 | FDN | First Trust Dow... | 271.14 | -0.22% | 25.57K | +4.15% | 5.68M | 232.31 | 0.46% | Share |
| 58 | IYW | iShares U.S. Te... | 184.93 | -0.22% | 39.53K | +3.47% | 5.55M | 101.97 | 0.45% | Share |
| 59 | VCLT | Vanguard Long-T... | 76.00 | -0.43% | 72.62K | +153.41% | 5.51M | 76.01 | 0.45% | Share |
| 60 | WMT | Walmart Inc. | 100.84 | -0.15% | 62.04K | -23.97% | 5.45M | 48.56 | 0.44% | Share |
| 61 | EEM | iShares MSCI Em... | 49.86 | -1.27% | 122.66K | -26.11% | 5.36M | 52.38 | 0.43% | Share |
| 62 | FLTR | VanEck Investme... | 25.50 | +0.02% | 209.38K | +148.19% | 5.35M | 25.51 | 0.43% | Share |
| 63 | OEF | iShares S&P 100... | 320.97 | +0.14% | 19.73K | +115.63% | 5.34M | 243.76 | 0.43% | Share |
| 64 | IBTF | iShares iBonds ... | 23.32 | -0.02% | 227.64K | +149.14% | 5.32M | 23.34 | 0.43% | Share |
| 65 | KO | The Coca-Cola C... | 69.52 | -1.33% | 73.32K | -11.85% | 5.25M | 56.53 | 0.42% | Share |
| 66 | COST | Costco Wholesal... | 975.42 | -0.35% | 5.53K | -2.54% | 5.23M | 425.22 | 0.42% | Share |
| 67 | IBM | International B... | 237.04 | -1.26% | 20.79K | -8.38% | 5.17M | 151.68 | 0.42% | Share |
| 68 | HEFA | iShares Currenc... | 38.95 | +0.53% | 141.34K | +48.17% | 5.13M | 33.4 | 0.41% | Share |
| 69 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 9.61K | -43.25% | 5.12M | 307.02 | 0.41% | Share |
| 70 | IVOL | Quadratic Inter... | 19.59 | -0.13% | 273.14K | +193.29% | 5.1M | 20.15 | 0.41% | Share |
| 71 | FAUG | FT Cboe Vest U.... | 50.69 | +0.10% | 111.81K | -10.51% | 5.09M | 36.79 | 0.41% | Share |
| 72 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 16.94K | -3.29% | 4.88M | 175 | 0.39% | Share |
| 73 | FLOT | iShares Floatin... | 50.98 | +0.01% | 89.81K | +0.93% | 4.58M | 50.71 | 0.37% | Share |
| 74 | XLU | Utilities Selec... | 85.85 | -0.72% | 56.97K | -19.28% | 4.49M | 69.34 | 0.36% | Share |
| 75 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 28.67K | -24.08% | 4.48M | 119.51 | 0.36% | Share |
| 76 | TGT | Target Corporat... | 104.22 | -1.08% | 42.6K | -16.86% | 4.45M | 172.74 | 0.36% | Share |
| 77 | CINF | Cincinnati Fina... | 154.13 | +0.08% | 29.72K | -32.18% | 4.39M | 128.57 | 0.36% | Share |
| 78 | WM | Waste Managemen... | 225.97 | -1.71% | 18.83K | -31.68% | 4.36M | 152.92 | 0.35% | Share |
| 79 | LZB | La-Z-Boy Incorp... | 38.61 | -1.66% | 109.86K | 0.00% | 4.29M | 37.04 | 0.35% | Share |
| 80 | IEMG | iShares Core MS... | 61.97 | -1.17% | 79.19K | +101.61% | 4.27M | 52.78 | 0.35% | Share |
| 81 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 69.13K | -32.93% | 4.27M | 52.16 | 0.35% | Share |
| 82 | FIS | Fidelity Nation... | 71.58 | -1.64% | 56.21K | -11.47% | 4.2M | 62.43 | 0.34% | Share |
| 83 | FLTB | Fidelity Limite... | 50.62 | +0.04% | 76.91K | -0.25% | 3.85M | 48.98 | 0.31% | Share |
| 84 | EMXC | iShares MSCI Em... | 64.37 | -0.91% | 69.13K | -22.64% | 3.81M | 58.16 | 0.31% | Share |
| 85 | EOG | EOG Resources, ... | 119.79 | +0.27% | 29.53K | -18.13% | 3.79M | 121.34 | 0.31% | Share |
| 86 | XLF | Financial Selec... | 53.01 | +0.47% | 75.89K | +3.82% | 3.78M | 43.78 | 0.31% | Share |
| 87 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 14.54K | -23.2% | 3.76M | 239.83 | 0.30% | Share |
| 88 | GSIE | Goldman Sachs A... | 40.74 | -0.15% | 103.82K | -18.22% | 3.7M | 33.75 | 0.30% | Share |
| 89 | VWOB | Vanguard Emergi... | 66.18 | -0.21% | 57.3K | +6.48% | 3.68M | 69.63 | 0.30% | Share |
| 90 | JNK | SPDR Bloomberg ... | 96.91 | -0.27% | 38.04K | +1.22% | 3.62M | 102.44 | 0.29% | Share |
| 91 | CPAY | Corpay, Inc. | 320.27 | +1.16% | 10.36K | -37.32% | 3.61M | 305.29 | 0.29% | Share |
| 92 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 142.67K | +0.60% | 3.57M | 22.46 | 0.29% | Share |
| 93 | ED | Consolidated Ed... | 102.86 | -0.78% | 32.12K | -40.07% | 3.55M | 72.88 | 0.29% | Share |
| 94 | CME | CME Group Inc. | 274.71 | +0.29% | 13.33K | -32.11% | 3.54M | 199.11 | 0.29% | Share |
| 95 | FANG | Diamondback Ene... | 140.71 | +0.52% | 21.8K | -20.71% | 3.49M | 126.01 | 0.28% | Share |
| 96 | GHYB | Goldman Sachs A... | 45.29 | -0.14% | 78.21K | -6.88% | 3.48M | 48.24 | 0.28% | Share |
| 97 | TOL | Toll Brothers, ... | 131.01 | -1.75% | 32.69K | -18% | 3.45M | 62.94 | 0.28% | Share |
| 98 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 57.89K | +61.16% | 3.41M | 48.95 | 0.28% | Share |
| 99 | GOLD | Barrick Gold Co... | 21.16 | +1.37% | 174.51K | -24.21% | 3.39M | 16.73 | 0.27% | Share |
| 100 | GOVT | iShares U.S. Tr... | 22.89 | -0.26% | 146.58K | +2.82% | 3.37M | 23.56 | 0.27% | Share |
| 101 | EXPE | Expedia Group, ... | 207.17 | -1.19% | 20K | -34.65% | 3.36M | 118.12 | 0.27% | Share |
| 102 | ULTA | Ulta Beauty, In... | 526.18 | -1.23% | 9.16K | -28.97% | 3.36M | 393.34 | 0.27% | Share |
| 103 | MTUM | iShares MSCI US... | 245.98 | -0.11% | 16.59K | -11.37% | 3.35M | 199.72 | 0.27% | Share |
| 104 | AEP | American Electr... | 112.87 | -0.21% | 30.25K | -25.95% | 3.31M | 85.56 | 0.27% | Share |
| 105 | KMB | Kimberly-Clark ... | 133.43 | -1.02% | 22.9K | -30.02% | 3.26M | 132.3 | 0.26% | Share |
| 106 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 13.23K | -13.86% | 3.24M | 157.85 | 0.26% | Share |
| 107 | BINC | Blackrock Etf T... | 52.95 | -0.05% | 61.68K | -24.18% | 3.23M | 52.55 | 0.26% | Share |
| 108 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 20.69K | -13.44% | 3.2M | 125.3 | 0.26% | Share |
| 109 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 21.28K | -24.32% | 3.19M | 159.09 | 0.26% | Share |
| 110 | VXF | Vanguard Extend... | 200.85 | -1.21% | 18.11K | -0.96% | 3.12M | 177.03 | 0.25% | Share |
| 111 | RPRX | Royalty Pharma ... | 36.50 | +0.11% | 99.7K | +462.82% | 3.1M | 30.64 | 0.25% | Share |
| 112 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 53.91K | -65.81% | 3.08M | 56.3 | 0.25% | Share |
| 113 | VBR | Vanguard Small ... | 204.30 | -1.15% | 16.49K | +53.75% | 3.07M | 176.63 | 0.25% | Share |
| 114 | BLDR | Builders FirstS... | 138.21 | -4.29% | 24.45K | -25.09% | 3.05M | 96.77 | 0.25% | Share |
| 115 | SLB | Schlumberger Li... | 33.20 | -1.03% | 72.4K | -27.08% | 3.03M | 40.89 | 0.24% | Share |
| 116 | DUK | Duke Energy Cor... | 124.26 | -1.15% | 24.75K | -20.54% | 3.02M | 98.61 | 0.24% | Share |
| 117 | AMLP | Alerian MLP ETF | 48.23 | -0.41% | 57.74K | +103.11% | 3M | 45.38 | 0.24% | Share |
| 118 | SHY | iShares 1-3 Yea... | 82.70 | -0.11% | 36.13K | -9.35% | 2.99M | 82.17 | 0.24% | Share |
| 119 | VB | Vanguard Small ... | 246.81 | -1.26% | 13.48K | -13.05% | 2.99M | 217.62 | 0.24% | Share |
| 120 | XLE | Energy Select S... | 85.55 | -0.11% | 31.48K | -30.98% | 2.94M | 77.96 | 0.24% | Share |
| 121 | FYX | First Trust Sma... | 103.79 | -1.42% | 31.78K | +3.38% | 2.86M | 90.26 | 0.23% | Share |
| 122 | XLK | Technology Sele... | 267.74 | -0.21% | 13.76K | -32.89% | 2.84M | 185.65 | 0.23% | Share |
| 123 | VCIT | Vanguard Interm... | 83.12 | -0.25% | 34.71K | +103.66% | 2.84M | 84.33 | 0.23% | Share |
| 124 | CLX | The Clorox Comp... | 121.58 | -1.07% | 19.14K | -34.65% | 2.82M | 161.38 | 0.23% | Share |
| 125 | ADP | Automatic Data ... | 301.52 | -1.12% | 9.17K | -43.63% | 2.8M | 211.39 | 0.23% | Share |
| 126 | VRIG | Invesco Variabl... | 25.14 | +0.02% | 109.81K | +2.34% | 2.75M | 25.1 | 0.22% | Share |
| 127 | GNRC | Generac Holding... | 198.91 | -1.94% | 20.68K | -28.85% | 2.62M | 114.85 | 0.21% | Share |
| 128 | GNR | SPDR S&P Global... | 55.88 | -1.03% | 49.05K | +15.86% | 2.61M | 46.38 | 0.21% | Share |
| 129 | IWC | iShares Micro-C... | 138.04 | -0.74% | 23.48K | +0.17% | 2.6M | 100.62 | 0.21% | Share |
| 130 | VSS | Vanguard FTSE A... | 137.96 | -0.48% | 22.16K | +3.01% | 2.56M | 110.68 | 0.21% | Share |
| 131 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 21.22K | -19.89% | 2.52M | 92.71 | 0.20% | Share |
| 132 | MU | Micron Technolo... | 125.27 | +0.80% | 28.68K | -26.14% | 2.49M | 84.16 | 0.20% | Share |
| 133 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 14.14K | +6.63% | 2.45M | 170.86 | 0.20% | Share |
| 134 | FTA | First Trust Lar... | 81.40 | -0.36% | 30.75K | +0.09% | 2.36M | 65.53 | 0.19% | Share |
| 135 | XLV | Health Care Sel... | 133.94 | +0.49% | 15.96K | -15.21% | 2.33M | 135.75 | 0.19% | Share |
| 136 | USMV | iShares MSCI US... | 93.24 | -0.35% | 24.85K | -3.09% | 2.33M | 74.23 | 0.19% | Share |
| 137 | RLY | SPDR SSgA Multi... | 29.79 | -0.37% | 80.93K | +0.66% | 2.31M | 28.39 | 0.19% | Share |
| 138 | KMI | Kinder Morgan, ... | 26.84 | -0.09% | 79.8K | -12.1% | 2.28M | 18.33 | 0.18% | Share |
| 139 | BAC | Bank of America... | 47.70 | +0.97% | 54.52K | -30.79% | 2.27M | 42.45 | 0.18% | Share |
| 140 | FXR | First Trust Ind... | 78.58 | -1.38% | 32.2K | +4.05% | 2.24M | 61.24 | 0.18% | Share |
| 141 | IUSV | iShares Core S&... | 97.89 | -0.13% | 23.91K | -0.2% | 2.21M | 72.67 | 0.18% | Share |
| 142 | ESGU | iShares ESG Awa... | 140.78 | -0.12% | 17.52K | +9.43% | 2.14M | 99.91 | 0.17% | Share |
| 143 | XLP | Consumer Staple... | 81.89 | -0.9% | 26.08K | -37.37% | 2.13M | 73.88 | 0.17% | Share |
| 144 | TDIV | First Trust NAS... | 92.63 | -0.08% | 28.14K | -0.59% | 2.07M | 57.99 | 0.17% | Share |
| 145 | KNSL | Kinsale Capital... | 453.48 | +0.33% | 4.25K | -13.89% | 2.07M | 465.13 | 0.17% | Share |
| 146 | QTEC | First Trust NAS... | 214.90 | -0.78% | 11.79K | +3.14% | 2.05M | 168.14 | 0.17% | Share |
| 147 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 11.88K | -5.96% | 1.99M | 64.78 | 0.16% | Share |
| 148 | EMB | iShares J.P. Mo... | 93.93 | -0.22% | 21.89K | +10.64% | 1.98M | 94.18 | 0.16% | Share |
| 149 | SPYD | SPDR Portfolio ... | 43.86 | -0.63% | 44.6K | +1.05% | 1.97M | 41.83 | 0.16% | Share |
| 150 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 2.39K | -26.31% | 1.97M | 419.23 | 0.16% | Share |