Notify me when Regal Investment Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 516 | $1,536,194,388 | +$174,164,568 | -$57,567,542 | +$116,597,026 | IVV, QQQ, AAPL, SPY, SCHD | 13F-HR | 13 Nov 2025, 14:28 |
| Q2 2025 | 481 | $1,334,148,197 | +$89,547,798 | -$66,768,031 | +$22,779,767 | IVV, QQQ, SPY, SCHD, MSFT | 13F-HR | 11 Aug 2025, 14:47 |
| Q1 2025 | 460 | $1,236,193,797 | +$92,686,495 | -$175,240,933 | -$82,554,438 | IVV, QQQ, AAPL, SCHD, SPY | 13F-HR | 12 May 2025, 11:54 |
| Q4 2024 | 465 | $1,330,503,639 | +$90,244,240 | -$148,741,913 | -$58,497,673 | IVV, QQQ, AAPL, SPY, MSFT | 13F-HR | 13 Feb 2025, 16:20 |
| Q3 2024 | 499 | $1,427,581,928 | +$90,512,540 | -$264,145,720 | -$173,633,180 | IVV, AAPL, QQQ, MSFT, SPY | 13F-HR | 12 Nov 2024, 14:58 |
| Q2 2024 | 569 | $1,510,303,864 | +$104,945,590 | -$51,178,472 | +$53,767,118 | IVV, MSFT, QQQ, AAPL, ONEQ | 13F-HR | 14 Aug 2024, 18:08 |
| Q1 2024 | 580 | $1,462,336,724 | +$166,142,359 | -$109,030,717 | +$57,111,642 | IVV, MSFT, QQQ, AAPL, ITOT | 13F-HR | 15 May 2024, 11:30 |
| Q4 2023 | 544 | $1,321,951,803 | +$159,440,456 | -$99,102,969 | +$60,337,487 | IVV, AAPL, QQQ, MSFT, ITOT | 13F-HR | 14 Feb 2024, 09:37 |
| Q3 2023 | 498 | $1,159,476,026 | +$92,131,634 | -$82,589,255 | +$9,542,379 | IVV, AAPL, ITOT, MSFT, ONEQ | 13F-HR | 13 Nov 2023, 11:51 |
| Q2 2023 | 511 | $1,192,763,333 | +$80,645,870 | -$62,619,472 | +$18,026,398 | IVV, AAPL, QQQ, ITOT, MSFT | 13F-HR | 11 Aug 2023, 16:21 |
| Q1 2023 | 515 | $1,126,984,578 | +$147,490,116 | -$94,769,842 | +$52,720,274 | IVV, AAPL, ITOT, ONEQ, QQQ | 13F-HR | 11 May 2023, 14:28 |
| Q4 2022 | 490 | $1,032,162,809 | +$81,316,651 | -$53,119,255 | +$28,197,396 | IVV, ITOT, AAPL, ONEQ, STIP | 13F-HR | 01 Mar 2023, 16:58 |
| Q3 2022 | 477 | $935,460,000 | +$119,529,280 | -$80,700,646 | +$38,828,634 | IVV, AAPL, PFF, ITOT, ONEQ | 13F-HR | 15 Nov 2022, 16:52 |
| Q2 2022 | 496 | $960,471,000 | +$84,377,994 | -$62,218,197 | +$22,159,797 | IVV, FTCS, AAPL, PFF, MSFT | 13F-HR | 09 Aug 2022, 15:25 |
| Q1 2022 | 524 | $1,089,070,000 | +$104,183,878 | -$93,318,808 | +$10,865,070 | IVV, AAPL, FTCS, PFF, MSFT | 13F-HR | 09 May 2022, 09:58 |
| Q4 2021 | 533 | $1,129,044,000 | +$77,292,015 | -$40,746,797 | +$36,545,218 | IVV, FTCS, AAPL, MSFT, LQD | 13F-HR | 10 Feb 2022, 12:32 |
| Q3 2021 | 520 | $1,030,358,000 | +$84,848,697 | -$30,327,166 | +$54,521,531 | IVV, FTCS, AAPL, LQD, MSFT | 13F-HR | 05 Nov 2021, 15:31 |
| Q2 2021 | 525 | $996,763,000 | +$893,278,864 | -$61,048 | +$893,217,816 | IVV, FTCS, LQD, AAPL, MSFT | 13F-HR | 09 Aug 2021, 12:50 |
| Q1 2021 | 28 | $98,667,000 | $0 | -$792,616,728 | -$792,616,728 | LQD, VEA, SCHD, VUG, IVV | 13F-HR | 12 May 2021, 13:26 |
| Q4 2020 | 464 | $884,396,000 | +$790,577,122 | -$92,998 | +$790,484,124 | IVV, LQD, FTCS, AAPL, MSFT | 13F-HR | 11 Feb 2021, 17:54 |
| Q3 2020 | 28 | $84,623,000 | +$219,309 | -$468,758,524 | -$468,539,215 | LQD, VEA, VUG, SCHD, IVV | 13F-HR | 13 Nov 2020, 16:32 |
| Q2 2020 | 326 | $545,304,000 | +$467,495,940 | -$127,004 | +$467,368,936 | IVV, LQD, MSFT, FTCS, SPY | 13F-HR | 03 Aug 2020, 15:45 |
| Q1 2020 | 27 | $68,063,000 | +$369,308 | -$464,244,297 | -$463,874,989 | LQD, VEA, VUG, SCHD, IVV | 13F-HR | 12 May 2020, 11:04 |
| Q4 2019 | 340 | $554,205,000 | +$30,721,453 | -$19,864,797 | +$10,856,656 | IVV, LQD, SPY, VEA, AAPL | 13F-HR | 29 Jan 2020, 14:24 |
| Q3 2019 | 315 | $511,670,000 | +$31,679,168 | -$39,378,225 | -$7,699,057 | IVV, LQD, SPY, PG, VEA | 13F-HR | 14 Nov 2019, 17:43 |
| Q2 2019 | 317 | $513,242,000 | +$45,632,289 | -$32,253,902 | +$13,378,387 | IVV, LQD, SPY, PFF, PG | 13F-HR | 26 Jul 2019, 10:40 |
| Q1 2019 | 317 | $488,757,000 | +$32,358,347 | -$45,886,651 | -$13,528,304 | IVV, LQD, SPY, PG, VEA | 13F-HR | 09 May 2019, 11:14 |
| Q4 2018 | 332 | $456,438,000 | +$88,172,725 | -$60,001,418 | +$28,171,307 | IVV, LQD, VEA, ABBV, SPY | 13F-HR | 04 Feb 2019, 12:14 |
| Q3 2018 | 319 | $475,008,000 | +$172,807,178 | -$39,189,596 | +$133,617,582 | IVV, LQD, VEA, SPY, ABBV | 13F-HR | 05 Nov 2018, 14:20 |
| Q2 2018 | 257 | $328,502,000 | +$24,429,881 | -$154,607,979 | -$130,178,098 | IVV, SPY, LQD, VEA, MSFT | 13F-HR | 10 Aug 2018, 12:43 |
| Q1 2018 | 311 | $452,498,000 | +$44,924,184 | -$28,282,457 | +$16,641,727 | IVV, IJR, LQD, SPY, VEA | 13F-HR | 25 Apr 2018, 17:07 |
| Q4 2017 | 286 | $448,691,000 | +$39,338,758 | -$39,510,744 | -$171,986 | IVV, IJR, LQD, SPY, ABBV | 13F-HR | 06 Feb 2018, 14:44 |
| Q3 2017 | 279 | $428,719,000 | +$49,110,423 | -$34,936,712 | +$14,173,711 | IVV, IJR, SPY, LQD, ABBV | 13F-HR | 08 Nov 2017, 14:45 |
| Q2 2017 | 261 | $403,724,000 | +$58,641,888 | -$46,453,724 | +$12,188,164 | IVV, IJR, LQD, SPY, PFF | 13F-HR | 10 Aug 2017, 14:06 |
| Q1 2017 | 262 | $383,280,000 | +$46,439,393 | -$36,855,848 | +$9,583,545 | IVV, SPY, LQD, PFF, VEA | 13F-HR | 12 May 2017, 17:21 |
| Q4 2016 | 244 | $361,722,000 | +$50,778,499 | -$46,699,279 | +$4,079,220 | IVV, SPY, LQD, PFF, VEA | 13F-HR | 06 Feb 2017, 14:52 |
| Q3 2016 | 259 | $352,457,000 | +$21,586,359 | -$41,488,834 | -$19,902,475 | USMV, SPY, LQD, PFF, VEA | 13F-HR | 27 Oct 2016, 15:22 |
| Q2 2016 | 245 | $363,801,000 | +$39,641,109 | -$52,105,574 | -$12,464,465 | USMV, SPY, LQD, VTI, VEA | 13F-HR | 05 Aug 2016, 09:50 |
| Q1 2016 | 244 | $369,191,000 | +$67,973,764 | -$91,794,714 | -$23,820,950 | SHY, USMV, SPY, VNQ, LQD | 13F-HR | 16 May 2016, 17:22 |
| Q4 2015 | 264 | $385,604,000 | +$57,803,214 | -$65,293,510 | -$7,490,296 | SHY, SPY, USMV, LZB, VTI | 13F-HR | 08 Feb 2016, 10:20 |
| Q3 2015 | 1,034 | $385,203,000 | +$91,412,401 | -$44,096,752 | +$47,315,649 | SHY, MBB, VTI, LZB, USMV | 13F-HR | 12 Nov 2015, 09:10 |
| Q2 2015 | 921 | $369,697,000 | +$52,836,827 | -$76,616,907 | -$23,780,080 | EEM, EFA, USMV, LZB, SPY | 13F-HR | 23 Jul 2015, 13:44 |
| Q1 2015 | 977 | $404,640,000 | +$74,866,305 | -$51,152,472 | +$23,713,833 | LQD, AGG, LZB, USMV, TLT | 13F-HR | 30 Apr 2015, 14:35 |
| Q4 2014 | 913 | $373,013,000 | +$88,293,386 | -$49,340,774 | +$38,952,612 | LZB, LQD, TLT, IVV, VNQ | 13F-HR | 11 Feb 2015, 17:13 |
| Q3 2014 | 936 | $330,876,000 | +$76,856,430 | -$24,100,596 | +$52,755,834 | LQD, TLT, EEM, EFA, IVV | 13F-HR | 14 Nov 2014, 16:10 |
| Q2 2014 | 900 | $280,724,000 | +$109,771,166 | -$69,695,415 | +$40,075,751 | TLT, JNK, AGG, VNQ, EEM | Restatement | 17 Feb 2015, 16:21 |
| Q1 2014 | 884 | $235,643,000 | +$94,937,611 | -$34,497,308 | +$60,440,303 | EEM, JNK, VNQ, SPY, AAPL | Restatement | 17 Feb 2015, 16:17 |
| Q4 2013 | 817 | $172,634,000 | $0 | $0 | $0 | IVV, PFF, VEA, AAPL, T | Restatement | 17 Feb 2015, 16:14 |