HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
157,723 | +1,151 | $70,299 |
| IVV | 157,723 | +1,151 | $70,299 |
| APPLE INC |
135,380 | -1,666 | $26,260 |
| AAPL | 135,380 | -1,666 | $26,260 |
| INVESCO QQQ TR |
61,870 | +15,723 | $22,856 |
| QQQ | 61,870 | -877 | $22,856 |
| ISHARES TR (ITOT) |
233,596 | -480 | $22,855 |
| ITOT | 233,596 | -480 | $22,855 |
| MICROSOFT CORP |
65,562 | +549 | $22,327 |
| MSFT | 65,562 | +549 | $22,327 |
| FIDELITY COMWLTH TR |
398,253 | -43,528 | $21,538 |
| ONEQ | 398,253 | -43,528 | $21,538 |
| SCHWAB STRATEGIC TR |
274,952 | +93,759 | $19,967 |
| SCHD | 274,952 | +93,759 | $19,967 |
| SPDR S&P 500 ETF TR (SPY) |
41,518 | +754 | $18,404 |
| SPY | 41,518 | +754 | $18,404 |
| ISHARES TR (LQD) |
157,271 | -759 | $17,007 |
| LQD | 157,271 | -759 | $17,007 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
211,995 | -1,102 | $15,917 |
| FTCS | 211,995 | -1,102 | $15,917 |
| ISHARES TR (PFF) |
494,152 | +27,696 | $15,284 |
| PFF | 494,152 | +27,696 | $15,284 |
| ABBVIE INC |
108,651 | -1,807 | $14,639 |
| ABBV | 108,651 | -1,807 | $14,639 |
| VANGUARD INDEX FDS (VUG) |
50,970 | +1,978 | $14,423 |
| VUG | 50,970 | +1,978 | $14,423 |
| PROCTER AND GAMBLE CO |
93,696 | +528 | $14,217 |
| PG | 93,696 | +528 | $14,217 |
| JOHNSON & JOHNSON |
83,606 | +2,853 | $13,838 |
| JNJ | 83,606 | +2,853 | $13,838 |
| VANGUARD INDEX FDS (VOO) |
30,948 | +264 | $12,604 |
| VOO | 30,948 | +264 | $12,604 |
| ISHARES TR (IUSB) |
272,845 | +4,757 | $12,406 |
| IUSB | 272,845 | +4,757 | $12,406 |
| VANGUARD TAX MANAGED FDS (VEA) |
262,069 | -6,214 | $12,102 |
| VEA | 262,069 | -6,214 | $12,102 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
73,996 | -1,470 | $12,019 |
| VIG | 73,996 | -1,470 | $12,019 |
| GOLDMAN SACHS ETF TR (GSLC) |
130,218 | -5,676 | $11,368 |
| GSLC | 130,218 | -5,676 | $11,368 |
| INVESCO EXCHANGE TRADED FD T (SPGP) |
123,340 | +54,579 | $11,197 |
| SPGP | 123,340 | +54,579 | $11,197 |
| ISHARES TR (IJR) |
108,238 | +2,743 | $10,786 |
| IJR | 108,238 | +2,743 | $10,786 |
| SSGA ACTIVE ETF TR (SRLN) |
257,569 | +60,482 | $10,784 |
| SRLN | 257,569 | +60,482 | $10,784 |
| VANGUARD WHITEHALL FDS (VYMI) |
159,325 | +8,547 | $10,069 |
| VYMI | 159,325 | +8,547 | $10,069 |
| FIRST TR EXCHNG TRADED FD VI (FAUG) |
252,396 | +8,900 | $9,748 |
| FAUG | 252,396 | +8,900 | $9,748 |
| ISHARES TR (QUAL) |
69,776 | +1,182 | $9,411 |
| QUAL | 69,776 | +1,182 | $9,411 |
| EMERSON ELEC CO |
103,378 | -642 | $9,344 |
| EMR | 103,378 | -642 | $9,344 |
| VANGUARD SCOTTSDALE FDS (VCLT) |
117,707 | +50,159 | $9,239 |
| VCLT | 117,707 | +50,159 | $9,239 |
| NVIDIA CORPORATION |
21,595 | -2,020 | $9,135 |
| NVDA | 21,595 | -2,020 | $9,135 |
| ALTRIA GROUP INC |
200,917 | +4,472 | $9,102 |
| MO | 200,917 | +4,472 | $9,102 |
| AMAZON COM INC |
69,749 | -1,925 | $9,092 |
| AMZN | 69,749 | -1,925 | $9,092 |
| MCDONALDS CORP |
27,828 | -233 | $8,304 |
| MCD | 27,828 | -233 | $8,304 |
| MEDTRONIC PLC |
93,778 | +6,507 | $8,262 |
| MDT | 93,778 | +6,507 | $8,262 |
| FIRST TR EXCHNG TRADED FD VI (UCON) |
337,693 | +19,465 | $8,162 |
| UCON | 337,693 | +19,465 | $8,162 |
| ISHARES TR (EFG) |
82,856 | +2,057 | $7,905 |
| EFG | 82,856 | +2,057 | $7,905 |
| PFIZER INC |
212,409 | +9,069 | $7,791 |
| PFE | 212,409 | +9,069 | $7,791 |
| CHEVRON CORP NEW |
48,658 | +1,746 | $7,656 |
| CVX | 48,658 | +1,746 | $7,656 |
| ISHARES TR (IQLT) |
212,414 | +2,159 | $7,562 |
| IQLT | 212,414 | +2,159 | $7,562 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
183,338 | +2,585 | $7,458 |
| VWO | 183,338 | +2,585 | $7,458 |
| WISDOMTREE TR |
109,555 | -76,086 | $7,303 |
| DGRW | 109,555 | -76,086 | $7,303 |
| FIRST TR EXCHANGE TRADED FD (FV) |
152,091 | +1,734 | $7,135 |
| FV | 152,091 | +1,734 | $7,135 |
| FIRST TR LRG CP VL ALPHADEX (FTA) |
104,657 | +2,235 | $6,978 |
| FTA | 104,657 | +2,235 | $6,978 |
| ISHARES TR (MUB) |
65,266 | +1,289 | $6,966 |
| MUB | 65,266 | +1,289 | $6,966 |
| AFLAC INC |
99,505 | +311 | $6,945 |
| AFL | 99,505 | +311 | $6,945 |
| AMPLIFY ETF TR (DIVO) |
192,243 | +99,806 | $6,921 |
| DIVO | 192,243 | +99,806 | $6,921 |
| ISHARES TR (SHY) |
81,420 | -7,342 | $6,602 |
| SHY | 81,420 | -7,342 | $6,602 |
| ISHARES TR (EEM) |
166,578 | -2,496 | $6,590 |
| EEM | 166,578 | -2,496 | $6,590 |
| VANGUARD BD INDEX FDS (BSV) |
86,237 | -18 | $6,517 |
| BSV | 86,237 | -18 | $6,517 |
| FIRST TR SML CP CORE ALPHA F (FYX) |
78,779 | +2,915 | $6,480 |
| FYX | 78,779 | +2,915 | $6,480 |
| FIRST TR EXCHANGE TRADED FD (FXO) |
171,863 | -506 | $6,479 |
| FXO | 171,863 | -506 | $6,479 |
See Full List: All Stocks Held By Regal Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Regal Investment Advisors LLC
|
Size ($ in 1000's)
At 06/30/2023: $1,192,904 At 03/31/2023: $1,132,368 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 |
