Regal Investment Advisors LLC
Q3 2025 13F Holdings
- Locationkentwood, MI
- Num holdings
516
- Value ($000)
$1,536,194
- Date Filed11/13/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $79.57 M | 5 % | 118,892 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $37.79 M | 3 % | 62,938 | ||
AAPL APPLE INC | COM | 037833100 | $32.58 M | 2 % | 127,944 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $31.62 M | 2 % | 47,459 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $27.40 M | 2 % | 1,003,845 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $27.39 M | 2 % | 52,890 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $25.08 M | 2 % | 224,987 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $24.56 M | 2 % | 262,228 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $23.38 M | 2 % | 48,750 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $23.37 M | 2 % | 125,238 |
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