HoldingsChannel.com
Regal Investment Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the Regal Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Regal Investment Advisors LLC. In the Regal Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Regal Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Regal Investment Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 144,973 +18,583 $51,995
     IVV144,973+18,583$51,995
SPDR S&P 500 ETF TR (SPY)      $28,119
     SPY43,924+4,446$15,689
     Call34,800+34,800$12,430
APPLE INC 138,834 -105 $19,187
     AAPL138,834-105$19,187
ISHARES TR (PFF) 553,818 +19,261 $17,539
     PFF553,818+19,261$17,539
ISHARES TR (ITOT) 217,329 +68,226 $17,286
     ITOT217,329+68,226$17,286
FIDELITY COMWLTH TR 405,071 +97,956 $16,786
     ONEQ405,071+97,956$16,786
ISHARES TR (STIP) 173,309 +19,634 $16,657
     STIP173,309+19,634$16,657
MICROSOFT CORP 65,724 +2,010 $15,307
     MSFT65,724+2,010$15,307
ISHARES TR (LQD) 149,210 +3,486 $15,287
     LQD149,210+3,486$15,287
FIRST TR EXCHANGE TRADED FD (FTCS) 211,562 -89,751 $14,052
     FTCS211,562-89,751$14,052
INVESCO QQQ TR 51,954 +3,797 $13,885
     QQQ51,954+3,797$13,885
ABBVIE INC 99,629 +5,155 $13,371
     ABBV99,629+5,155$13,371
ISHARES TR (USMV) 190,618 -22,569 $12,600
     USMV190,618-22,569$12,600
JOHNSON & JOHNSON 72,088 +4,284 $11,776
     JNJ72,088+4,284$11,776
ISHARES TR (ESGU) 142,398 +18,898 $11,308
     ESGU142,398+18,898$11,308
GOLDMAN SACHS ETF TR (GSLC) 147,521 +4,983 $10,477
     GSLC147,521+4,983$10,477
VANGUARD TAX MANAGED FDS (VEA) 281,940 +27,420 $10,251
     VEA281,940+27,420$10,251
SCHWAB STRATEGIC TR 152,018 +4,257 $10,099
     SCHD152,018+4,257$10,099
PROCTER AND GAMBLE CO 79,465 +4,934 $10,032
     PG79,465+4,934$10,032
VANGUARD SPECIALIZED FUNDS (VIG) 74,150 +1,692 $10,022
     VIG74,150+1,692$10,022
ISHARES TR (IJR) 112,565 +20,695 $9,815
     IJR112,565+20,695$9,815
VANGUARD INDEX FDS (VUG) 45,774 +1,829 $9,793
     VUG45,774+1,829$9,793
WISDOMTREE TR 173,435 +173,435 $9,350
     DGRW173,435+173,435$9,350
VANGUARD WHITEHALL FDS (VYM) 93,779 -21,075 $8,898
     VYM93,779-21,075$8,898
FIRST TR EXCHNG TRADED FD VI (FAUG) 241,886 +10,240 $7,944
     FAUG241,886+10,240$7,944
PFIZER INC 181,459 +15,870 $7,941
     PFE181,459+15,870$7,941
AMAZON COM INC 68,193 -11,870 $7,706
     AMZN68,193-11,870$7,706
EMERSON ELEC CO 102,770 +5,769 $7,525
     EMR102,770+5,769$7,525
FIRST TR EXCHANGE TRADED FD (SDVY) 305,764 -49,836 $7,072
     SDVY305,764-49,836$7,072
VANGUARD INDEX FDS (VOO) 20,637 +8,624 $6,775
     VOO20,637+8,624$6,775
ALTRIA GROUP INC 165,525 +54,499 $6,684
     MO165,525+54,499$6,684
ISHARES TR (GOVT) 290,769 +43,943 $6,618
     GOVT290,769+43,943$6,618
ISHARES TR (MUB) 62,479 +12,755 $6,409
     MUB62,479+12,755$6,409
ISHARES TR (IUSB) 141,834 +13,582 $6,312
     IUSB141,834+13,582$6,312
VANGUARD INTL EQUITY INDEX F (VWO) 172,484 +2,023 $6,294
     VWO172,484+2,023$6,294
ISHARES TR (IQLT) 226,010 -5,189 $6,279
     IQLT226,010-5,189$6,279
VANGUARD INDEX FDS (VTI) 33,987 +6,026 $6,100
     VTI33,987+6,026$6,100
CHEVRON CORP NEW 41,916 +2,879 $6,022
     CVX41,916+2,879$6,022
FIRST TR EXCHNG TRADED FD VI (FIXD) 138,032 -1,392 $6,010
     FIXD138,032-1,392$6,010
MCDONALDS CORP 25,742 +2,146 $5,940
     MCD25,742+2,146$5,940
FIRST TR EXCHANGE TRADED FD (FXO) 161,013 +8,257 $5,927
     FXO161,013+8,257$5,927
ISHARES TR (EEM) 164,825 +6,275 $5,749
     EEM164,825+6,275$5,749
FIRST TR LRG CP VL ALPHADEX (FTA) 99,506 +604 $5,740
     FTA99,506+604$5,740
FIRST TR EXCHANGE TRADED FD (FV) 137,175 +9,537 $5,630
     FV137,175+9,537$5,630
ISHARES TR (TLT) 53,974 +45,349 $5,530
     TLT53,974+45,349$5,530
MEDTRONIC PLC 68,442 +7,850 $5,527
     MDT68,442+7,850$5,527
CONSOLIDATED EDISON INC 62,754 +609 $5,382
     ED62,754+609$5,382
VANGUARD WHITEHALL FDS (VYMI) 102,482 +102,482 $5,333
     VYMI102,482+102,482$5,333
FIRST TR SML CP CORE ALPHA F (FYX) 72,521 +4,270 $5,273
     FYX72,521+4,270$5,273
AFLAC INC 92,997 +9,517 $5,226
     AFL92,997+9,517$5,226

See Full List: All Stocks Held By Regal Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Regal Investment Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $947,989
At 06/30/2022: $960,579

Regal Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Regal Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Regal Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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