Regal Investment Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$1.43B
Signature - Title
Thomas J Bonnington - CCO
Location
Kentwood, MI
Summary
This page shows a list of all the recent 13F filings made by Regal Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Regal Investment Advisors LLC reported 499 stock holdings with total value $1.43B as of Q3 2024. Top holdings included IVV, AAPL, QQQ, MSFT, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 499 $1.43B +$90.5M -$264M -$174M IVV, AAPL, QQQ, MSFT, SPY 13F-HR 11/12/2024, 02:58 PM
Q2 2024 569 $1.51B +$105M -$51.2M +$53.8M IVV, MSFT, QQQ, AAPL, ONEQ 13F-HR 8/14/2024, 06:08 PM
Q1 2024 580 $1.46B +$166M -$109M +$57.1M IVV, MSFT, QQQ, AAPL, ITOT 13F-HR 5/15/2024, 11:30 AM
Q4 2023 544 $1.32B +$159M -$99.1M +$60.3M IVV, AAPL, QQQ, MSFT, ITOT 13F-HR 2/14/2024, 09:37 AM
Q3 2023 498 $1.16B +$92.1M -$82.6M +$9.54M IVV, AAPL, ITOT, MSFT, ONEQ 13F-HR 11/13/2023, 11:51 AM
Q2 2023 511 $1.19B +$80.6M -$62.6M +$18M IVV, AAPL, QQQ, ITOT, MSFT 13F-HR 8/11/2023, 04:21 PM
Q1 2023 515 $1.13B +$147M -$94.8M +$52.7M IVV, AAPL, ITOT, ONEQ, QQQ 13F-HR 5/11/2023, 02:28 PM
Q4 2022 490 $1.03B +$81.3M -$53.1M +$28.2M IVV, ITOT, AAPL, ONEQ, STIP 13F-HR 3/1/2023, 04:58 PM
Q3 2022 477 $935M +$120M -$80.7M +$38.8M IVV, AAPL, PFF, ITOT, ONEQ 13F-HR 11/15/2022, 04:52 PM
Q2 2022 496 $960M +$84.4M -$62.2M +$22.2M IVV, FTCS, AAPL, PFF, MSFT 13F-HR 8/9/2022, 03:25 PM
Q1 2022 524 $1.09B +$104M -$93.3M +$10.9M IVV, AAPL, FTCS, PFF, MSFT 13F-HR 5/9/2022, 09:58 AM
Q4 2021 533 $1.13B +$77.3M -$40.7M +$36.5M IVV, FTCS, AAPL, MSFT, LQD 13F-HR 2/10/2022, 12:32 PM
Q3 2021 520 $1.03B +$84.8M -$30.3M +$54.5M IVV, FTCS, AAPL, LQD, MSFT 13F-HR 11/5/2021, 03:31 PM
Q2 2021 525 $997M +$893M -$61K +$893M IVV, FTCS, LQD, AAPL, MSFT 13F-HR 8/9/2021, 12:50 PM
Q1 2021 28 $98.7M $0 -$793M -$793M LQD, VEA, SCHD, VUG, IVV 13F-HR 5/12/2021, 01:26 PM
Q4 2020 464 $884M +$791M -$93K +$790M IVV, LQD, FTCS, AAPL, MSFT 13F-HR 2/11/2021, 05:54 PM
Q3 2020 28 $84.6M +$219K -$469M -$469M LQD, VEA, VUG, SCHD, IVV 13F-HR 11/13/2020, 04:32 PM
Q2 2020 326 $545M +$467M -$127K +$467M IVV, LQD, MSFT, FTCS, SPY 13F-HR 8/3/2020, 03:45 PM
Q1 2020 27 $68.1M +$369K -$464M -$464M LQD, VEA, VUG, SCHD, IVV 13F-HR 5/12/2020, 11:04 AM
Q4 2019 340 $554M +$30.7M -$19.9M +$10.9M IVV, LQD, SPY, VEA, AAPL 13F-HR 1/29/2020, 02:24 PM
Q3 2019 315 $512M +$31.7M -$39.4M -$7.7M IVV, LQD, SPY, PG, VEA 13F-HR 11/14/2019, 05:43 PM
Q2 2019 317 $513M +$45.6M -$32.3M +$13.4M IVV, LQD, SPY, PFF, PG 13F-HR 7/26/2019, 10:40 AM
Q1 2019 317 $489M +$32.4M -$45.9M -$13.5M IVV, LQD, SPY, PG, VEA 13F-HR 5/9/2019, 11:14 AM
Q4 2018 332 $456M +$88.2M -$60M +$28.2M IVV, LQD, VEA, ABBV, SPY 13F-HR 2/4/2019, 12:14 PM
Q3 2018 319 $475M +$173M -$39.2M +$134M IVV, LQD, VEA, SPY, ABBV 13F-HR 11/5/2018, 02:20 PM
Q2 2018 257 $329M +$24.4M -$155M -$130M IVV, SPY, LQD, VEA, MSFT 13F-HR 8/10/2018, 12:43 PM
Q1 2018 311 $452M +$44.9M -$28.3M +$16.6M IVV, IJR, LQD, SPY, VEA 13F-HR 4/25/2018, 05:07 PM
Q4 2017 286 $449M +$39.3M -$39.5M -$172K IVV, IJR, LQD, SPY, ABBV 13F-HR 2/6/2018, 02:44 PM
Q3 2017 279 $429M +$49.1M -$34.9M +$14.2M IVV, IJR, SPY, LQD, ABBV 13F-HR 11/8/2017, 02:45 PM
Q2 2017 261 $404M +$58.6M -$46.5M +$12.2M IVV, IJR, LQD, SPY, PFF 13F-HR 8/10/2017, 02:06 PM
Q1 2017 262 $383M +$46.4M -$36.9M +$9.58M IVV, SPY, LQD, PFF, VEA 13F-HR 5/12/2017, 05:21 PM
Q4 2016 244 $362M +$50.8M -$46.7M +$4.08M IVV, SPY, LQD, PFF, VEA 13F-HR 2/6/2017, 02:52 PM
Q3 2016 259 $352M +$21.6M -$41.5M -$19.9M USMV, SPY, LQD, PFF, VEA 13F-HR 10/27/2016, 03:22 PM
Q2 2016 245 $364M +$39.6M -$52.1M -$12.5M USMV, SPY, LQD, VTI, VEA 13F-HR 8/5/2016, 09:50 AM
Q1 2016 244 $369M +$68M -$91.8M -$23.8M SHY, USMV, SPY, VNQ, LQD 13F-HR 5/16/2016, 05:22 PM
Q4 2015 264 $386M +$57.8M -$65.3M -$7.49M SHY, SPY, USMV, LZB, VTI 13F-HR 2/8/2016, 10:20 AM
Q3 2015 1,034 $385M +$91.4M -$44.1M +$47.3M SHY, MBB, VTI, LZB, USMV 13F-HR 11/12/2015, 09:10 AM
Q2 2015 921 $370M +$52.8M -$76.6M -$23.8M EEM, EFA, USMV, LZB, SPY 13F-HR 7/23/2015, 01:44 PM
Q1 2015 977 $405M +$74.9M -$51.2M +$23.7M LQD, AGG, LZB, USMV, TLT 13F-HR 4/30/2015, 02:35 PM
Q4 2014 913 $373M +$88.3M -$49.3M +$39M LZB, LQD, TLT, IVV, VNQ 13F-HR 2/11/2015, 05:13 PM
Q3 2014 936 $331M +$76.9M -$24.1M +$52.8M LQD, TLT, EEM, EFA, IVV 13F-HR 11/14/2014, 04:10 PM
Q2 2014 900 $281M +$110M -$69.7M +$40.1M TLT, JNK, AGG, VNQ, EEM Restatement 2/17/2015, 04:21 PM
Q1 2014 884 $236M +$94.9M -$34.5M +$60.4M EEM, JNK, VNQ, SPY, AAPL Restatement 2/17/2015, 04:17 PM
Q4 2013 817 $173M $0 $0 IVV, PFF, VEA, AAPL, T Restatement 2/17/2015, 04:14 PM