• 13F History

Regal Investment Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$1.33B
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 465 stock holdings with total value $1.33B as of Q4 2024. Top holdings included IVV, QQQ, AAPL, SPY, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 465 $1.33B +$90.2M -$149M -$58.5M IVV, QQQ, AAPL, SPY, MSFT 13F-HR 2/13/2025, 04:20 PM
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 -$43.2M +$61.8M IVV, MSFT, QQQ, AAPL, ONEQ 13F-HR 8/14/2024, 06:08 PM
Q1 2024 579 $1.45B +$166M -$109M +$56.5M IVV, MSFT, QQQ, AAPL, ITOT 13F-HR 5/15/2024, 11:30 AM
Q4 2023 543 $1.32B +$161M -$99.1M +$61.8M IVV, AAPL, QQQ, MSFT, ITOT 13F-HR 2/14/2024, 09:37 AM
Q3 2023 544 $1.19B +$121M -$81.9M +$38.7M IVV, QQQ, AAPL, ITOT, MSFT 13F-HR 11/13/2023, 11:51 AM
Q2 2023 510 $1.19B +$80.6M -$47.9M +$32.7M IVV, AAPL, QQQ, ITOT, MSFT 13F-HR 8/11/2023, 04:21 PM
Q1 2023 515 $1.13B +$153M -$71.2M +$81.4M IVV, AAPL, ITOT, ONEQ, QQQ 13F-HR 5/11/2023, 02:28 PM
Q4 2022 491 $1.03B +$81.9M -$36.2M +$45.7M IVV, ITOT, AAPL, ONEQ, STIP 13F-HR 3/1/2023, 03:58 PM
Q3 2022 477 $947M +$131M -$48.9M +$82.5M IVV, AAPL, PFF, ITOT, ONEQ 13F-HR 11/15/2022, 03:52 PM
Q2 2022 493 $952M +$83.9M -$35.1M +$48.8M IVV, FTCS, AAPL, PFF, MSFT 13F-HR 8/9/2022, 03:25 PM
Q1 2022 528 $1.09B +$105M -$66.9M +$38.2M IVV, AAPL, FTCS, PFF, MSFT 13F-HR 5/9/2022, 09:58 AM
Q4 2021 535 $1.13B +$77.1M -$27.6M +$49.5M IVV, FTCS, AAPL, MSFT, LQD 13F-HR 2/10/2022, 11:32 AM
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 -$792M -$792M LQD, VEA, SCHD, VUG, IVV 13F-HR 5/12/2021, 01:26 PM
Q4 2020 467 $884M +$790M -$93K +$790M IVV, LQD, FTCS, AAPL, MSFT 13F-HR 2/11/2021, 04:54 PM
Q3 2020 28 $84.6M +$219K -$68M -$67.8M LQD, VEA, VUG, SCHD, IVV 13F-HR 11/13/2020, 03:32 PM
Q2 2020 330 $545M +$468M -$127K +$468M IVV, LQD, MSFT, FTCS, SPY 13F-HR 8/3/2020, 03:45 PM
Q1 2020 27 $68.1M +$369K -$39.8M -$39.5M LQD, VEA, VUG, SCHD, IVV 13F-HR 5/12/2020, 11:04 AM
Q4 2019 344 $553M +$31.8M -$10.8M +$21M IVV, LQD, SPY, VEA, AAPL 13F-HR 1/29/2020, 01:24 PM
Q3 2019 317 $510M +$32.4M -$20.4M +$12M IVV, LQD, SPY, PG, VEA 13F-HR 11/14/2019, 04:43 PM
Q2 2019 316 $510M +$45.6M -$11.3M +$34.3M IVV, LQD, SPY, PFF, PG 13F-HR 7/26/2019, 10:40 AM
Q1 2019 354 $492M +$35.5M -$14.7M +$20.8M IVV, LQD, SPY, PG, VEA 13F-HR 5/9/2019, 11:14 AM
Q4 2018 331 $456M +$88.1M -$17.2M +$71M IVV, LQD, VEA, ABBV, SPY 13F-HR 2/4/2019, 11:14 AM
Q3 2018 319 $475M +$173M -$15.7M +$157M IVV, LQD, VEA, SPY, ABBV 13F-HR 11/5/2018, 01:20 PM
Q2 2018 257 $329M +$24.4M -$123M -$98.2M IVV, SPY, LQD, VEA, MSFT 13F-HR 8/10/2018, 12:43 PM
Q1 2018 311 $452M +$44.9M -$17M +$27.9M IVV, IJR, LQD, SPY, VEA 13F-HR 4/25/2018, 05:07 PM
Q4 2017 286 $449M +$39.3M -$17.8M +$21.6M IVV, IJR, LQD, SPY, ABBV 13F-HR 2/6/2018, 01:44 PM
Q3 2017 279 $429M +$49.1M -$17.3M +$31.8M IVV, IJR, SPY, LQD, ABBV 13F-HR 11/8/2017, 01:45 PM
Q2 2017 261 $404M +$58.6M -$19.8M +$38.8M IVV, IJR, LQD, SPY, PFF 13F-HR 8/10/2017, 02:06 PM
Q1 2017 261 $383M +$46.4M -$20.8M +$25.7M IVV, SPY, LQD, PFF, VEA 13F-HR 5/12/2017, 05:21 PM
Q4 2016 244 $362M +$50.8M -$26.1M +$24.7M IVV, SPY, LQD, PFF, VEA 13F-HR 2/6/2017, 01:52 PM
Q3 2016 259 $352M +$21.6M -$35.7M -$14.1M USMV, SPY, LQD, PFF, VEA 13F-HR 10/27/2016, 03:22 PM
Q2 2016 245 $363M +$39.6M -$37.5M +$2.19M USMV, SPY, LQD, VTI, VEA 13F-HR 8/5/2016, 09:50 AM
Q1 2016 244 $369M +$68M -$29.4M +$38.5M SHY, USMV, SPY, VNQ, LQD 13F-HR 5/16/2016, 05:22 PM
Q4 2015 264 $386M +$57.8M -$25.8M +$32M SHY, SPY, USMV, LZB, VTI 13F-HR 2/8/2016, 09:20 AM
Q3 2015 955 $385M +$91.8M -$40.6M +$51.2M SHY, MBB, VTI, LZB, USMV 13F-HR 11/12/2015, 08:10 AM
Q2 2015 858 $370M +$52.9M -$71.1M -$18.2M EEM, EFA, USMV, LZB, SPY 13F-HR 7/23/2015, 01:44 PM
Q1 2015 943 $405M +$74.9M -$45.6M +$29.4M LQD, AGG, LZB, USMV, TLT 13F-HR 4/30/2015, 02:35 PM
Q4 2014 885 $372M +$87.7M -$35.3M +$52.4M LZB, LQD, TLT, IVV, VNQ 13F-HR 2/11/2015, 04:13 PM
Q3 2014 916 $331M +$76.9M -$22.4M +$54.5M LQD, TLT, EEM, EFA, IVV 13F-HR 11/14/2014, 03:10 PM
Q2 2014 876 $281M +$110M -$65.1M +$44.7M TLT, JNKXXXX, AGG, VNQ, EEM Restatement 2/17/2015, 03:21 PM
Q1 2014 853 $236M +$96M -$31.1M +$65M EEM, JNKXXXX, VNQ, SPY, AAPL Restatement 2/17/2015, 03:17 PM
Q4 2013 786 $173M IVV, PFF, VEA, AAPL, T Restatement 2/17/2015, 03:14 PM