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 | +$174,164,574 | -$57,567,525 | +$116,597,049 | IVV, QQQ, AAPL, SPY, SCHD | 13F-HR | 13 Nov 2025, 14:28 |
| Q2 2025 | 481 | $1,334,148,197 | +$89,547,791 | -$66,768,044 | +$22,779,747 | IVV, QQQ, SPY, SCHD, MSFT | 13F-HR | 11 Aug 2025, 14:47 |
| Q1 2025 | 460 | $1,236,193,797 | +$92,686,476 | -$175,240,939 | -$82,554,463 | IVV, QQQ, AAPL, SCHD, SPY | 13F-HR | 12 May 2025, 11:54 |
| Q4 2024 | 465 | $1,330,503,639 | +$90,244,205 | -$148,741,916 | -$58,497,711 | IVV, QQQ, AAPL, SPY, MSFT | 13F-HR | 13 Feb 2025, 16:20 |
| Q3 2024 | 499 | $1,427,581,928 | +$90,512,546 | -$264,145,710 | -$173,633,164 | IVV, AAPL, QQQ, MSFT, SPY | 13F-HR | 12 Nov 2024, 14:58 |
| Q2 2024 | 569 | $1,510,303,864 | +$104,945,597 | -$43,150,410 | +$61,795,187 | IVV, MSFT, QQQ, AAPL, ONEQ | 13F-HR | 14 Aug 2024, 18:08 |
| Q1 2024 | 579 | $1,454,308,664 | +$165,555,506 | -$109,030,697 | +$56,524,809 | IVV, MSFT, QQQ, AAPL, ITOT | 13F-HR | 15 May 2024, 11:30 |
| Q4 2023 | 543 | $1,321,951,803 | +$160,930,552 | -$99,102,078 | +$61,828,474 | IVV, AAPL, QQQ, MSFT, ITOT | 13F-HR | 14 Feb 2024, 09:37 |
| Q3 2023 | 544 | $1,186,393,396 | +$120,584,493 | -$81,883,027 | +$38,701,466 | IVV, QQQ, AAPL, ITOT, MSFT | 13F-HR | 13 Nov 2023, 11:51 |
| Q2 2023 | 510 | $1,192,202,104 | +$80,578,093 | -$47,865,861 | +$32,712,232 | IVV, AAPL, QQQ, ITOT, MSFT | 13F-HR | 11 Aug 2023, 16:21 |
| Q1 2023 | 515 | $1,132,124,975 | +$152,630,505 | -$71,222,733 | +$81,407,772 | IVV, AAPL, ITOT, ONEQ, QQQ | 13F-HR | 11 May 2023, 14:28 |
| Q4 2022 | 491 | $1,032,723,249 | +$81,877,102 | -$36,191,258 | +$45,685,844 | IVV, ITOT, AAPL, ONEQ, STIP | 13F-HR | 01 Mar 2023, 15:58 |
| Q3 2022 | 477 | $947,161,654 | +$131,497,192 | -$48,949,240 | +$82,547,952 | IVV, AAPL, PFF, ITOT, ONEQ | 13F-HR | 15 Nov 2022, 15:52 |
| Q2 2022 | 493 | $951,850,541 | +$83,861,297 | -$35,067,738 | +$48,793,559 | IVV, FTCS, AAPL, PFF, MSFT | 13F-HR | 09 Aug 2022, 15:25 |
| Q1 2022 | 528 | $1,090,007,000 | +$105,109,872 | -$66,890,798 | +$38,219,074 | IVV, AAPL, FTCS, PFF, MSFT | 13F-HR | 09 May 2022, 09:58 |
| Q4 2021 | 535 | $1,126,624,481 | +$77,145,933 | -$27,619,799 | +$49,526,134 | IVV, FTCS, AAPL, MSFT, LQD | 13F-HR | 10 Feb 2022, 11:32 |
| Q3 2021 | 520 | $1,030,358,000 | +$84,848,691 | -$30,327,166 | +$54,521,525 | IVV, FTCS, AAPL, LQD, MSFT | 13F-HR | 05 Nov 2021, 15:31 |
| Q2 2021 | 525 | $996,763,000 | +$893,278,865 | -$61,048 | +$893,217,817 | IVV, FTCS, LQD, AAPL, MSFT | 13F-HR | 09 Aug 2021, 12:50 |
| Q1 2021 | 28 | $98,667,000 | $0 | -$792,106,026 | -$792,106,026 | LQD, VEA, SCHD, VUG, IVV | 13F-HR | 12 May 2021, 13:26 |
| Q4 2020 | 467 | $884,009,277 | +$790,190,389 | -$92,998 | +$790,097,391 | IVV, LQD, FTCS, AAPL, MSFT | 13F-HR | 11 Feb 2021, 16:54 |
| Q3 2020 | 28 | $84,623,000 | +$219,309 | -$67,985,528 | -$67,766,219 | LQD, VEA, VUG, SCHD, IVV | 13F-HR | 13 Nov 2020, 15:32 |
| Q2 2020 | 330 | $545,466,000 | +$467,657,939 | -$127,004 | +$467,530,935 | IVV, LQD, MSFT, FTCS, SPY | 13F-HR | 03 Aug 2020, 15:45 |
| Q1 2020 | 27 | $68,063,000 | +$369,308 | -$39,843,299 | -$39,473,991 | LQD, VEA, VUG, SCHD, IVV | 13F-HR | 12 May 2020, 11:04 |
| Q4 2019 | 344 | $552,778,139 | +$31,801,753 | -$10,761,799 | +$21,039,954 | IVV, LQD, SPY, VEA, AAPL | 13F-HR | 29 Jan 2020, 13:24 |
| Q3 2019 | 317 | $509,519,000 | +$32,440,179 | -$20,395,221 | +$12,044,958 | IVV, LQD, SPY, PG, VEA | 13F-HR | 14 Nov 2019, 16:43 |
| Q2 2019 | 316 | $510,075,000 | +$45,632,288 | -$11,284,873 | +$34,347,415 | IVV, LQD, SPY, PFF, PG | 13F-HR | 26 Jul 2019, 10:40 |
| Q1 2019 | 354 | $491,904,000 | +$35,505,343 | -$14,657,650 | +$20,847,693 | IVV, LQD, SPY, PG, VEA | 13F-HR | 09 May 2019, 11:14 |
| Q4 2018 | 331 | $455,905,000 | +$88,147,796 | -$17,179,418 | +$70,968,378 | IVV, LQD, VEA, ABBV, SPY | 13F-HR | 04 Feb 2019, 11:14 |
| Q3 2018 | 319 | $475,008,000 | +$172,807,184 | -$15,703,049 | +$157,104,135 | IVV, LQD, VEA, SPY, ABBV | 13F-HR | 05 Nov 2018, 13:20 |
| Q2 2018 | 257 | $329,335,000 | +$24,429,895 | -$122,605,620 | -$98,175,725 | IVV, SPY, LQD, VEA, MSFT | 13F-HR | 10 Aug 2018, 12:43 |
| Q1 2018 | 311 | $452,498,000 | +$44,924,188 | -$16,990,455 | +$27,933,733 | IVV, IJR, LQD, SPY, VEA | 13F-HR | 25 Apr 2018, 17:07 |
| Q4 2017 | 286 | $448,691,000 | +$39,338,753 | -$17,751,745 | +$21,587,008 | IVV, IJR, LQD, SPY, ABBV | 13F-HR | 06 Feb 2018, 13:44 |
| Q3 2017 | 279 | $428,719,000 | +$49,110,423 | -$17,327,713 | +$31,782,710 | IVV, IJR, SPY, LQD, ABBV | 13F-HR | 08 Nov 2017, 13:45 |
| Q2 2017 | 261 | $403,724,000 | +$58,641,882 | -$19,837,725 | +$38,804,157 | IVV, IJR, LQD, SPY, PFF | 13F-HR | 10 Aug 2017, 14:06 |
| Q1 2017 | 261 | $383,265,000 | +$46,424,395 | -$20,768,845 | +$25,655,550 | IVV, SPY, LQD, PFF, VEA | 13F-HR | 12 May 2017, 17:21 |
| Q4 2016 | 244 | $361,722,000 | +$50,778,500 | -$26,085,286 | +$24,693,214 | IVV, SPY, LQD, PFF, VEA | 13F-HR | 06 Feb 2017, 13:52 |
| Q3 2016 | 259 | $352,457,000 | +$21,586,359 | -$35,707,842 | -$14,121,483 | USMV, SPY, LQD, PFF, VEA | 13F-HR | 27 Oct 2016, 15:22 |
| Q2 2016 | 245 | $363,489,312 | +$39,641,110 | -$37,453,096 | +$2,188,014 | USMV, SPY, LQD, VTI, VEA | 13F-HR | 05 Aug 2016, 09:50 |
| Q1 2016 | 244 | $369,191,000 | +$67,973,768 | -$29,445,706 | +$38,528,062 | SHY, USMV, SPY, VNQ, LQD | 13F-HR | 16 May 2016, 17:22 |
| Q4 2015 | 264 | $385,604,000 | +$57,803,214 | -$25,805,513 | +$31,997,701 | SHY, SPY, USMV, LZB, VTI | 13F-HR | 08 Feb 2016, 09:20 |
| Q3 2015 | 955 | $385,193,001 | +$91,792,432 | -$40,593,747 | +$51,198,685 | SHY, MBB, VTI, LZB, USMV | 13F-HR | 12 Nov 2015, 08:10 |
| Q2 2015 | 858 | $369,678,000 | +$52,854,845 | -$71,053,285 | -$18,198,440 | EEM, EFA, USMV, LZB, SPY | 13F-HR | 23 Jul 2015, 13:44 |
| Q1 2015 | 943 | $404,588,000 | +$74,933,730 | -$45,576,470 | +$29,357,260 | LQD, AGG, LZB, USMV, TLT | 13F-HR | 30 Apr 2015, 14:35 |
| Q4 2014 | 885 | $371,771,190 | +$87,731,301 | -$35,287,781 | +$52,443,520 | LZB, LQD, TLT, IVV, VNQ | 13F-HR | 11 Feb 2015, 16:13 |
| Q3 2014 | 916 | $330,875,000 | +$76,924,539 | -$22,382,008 | +$54,542,531 | LQD, TLT, EEM, EFA, IVV | 13F-HR | 14 Nov 2014, 15:10 |
| Q2 2014 | 876 | $280,718,000 | +$109,882,700 | -$65,146,584 | +$44,736,116 | TLT, JNKXXXX, AGG, VNQ, EEM | Restatement | 17 Feb 2015, 15:21 |
| Q1 2014 | 853 | $236,080,016 | +$96,024,151 | -$31,058,404 | +$64,965,747 | EEM, JNKXXXX, VNQ, SPY, AAPL | Restatement | 17 Feb 2015, 15:17 |
| Q4 2013 | 786 | $172,615,000 | $0 | IVV, PFF, VEA, AAPL, T | Restatement | 17 Feb 2015, 15:14 |