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| Name: |
REGAL INVESTMENT ADVISORS, LLC |
| City: |
KENTWOOD |
| State: |
MI |
| Zip: |
49512 |
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| Holdings
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
JAAA |
Janus Henderson Aaa Clo Etf |
33 |
New |
$0.00 |
$9,031,000 |
179,546 |
0.68% |
9,031,000 |
179,546 |
0.199 |
N/A |
|
|
EDOW |
First Trust Dow 30 Equal We... |
47 |
New |
$33.16 |
$7,044,000 |
216,084 |
0.53% |
7,044,000 |
216,084 |
1.394 |
N/A |
|
|
CIU |
iShares Barclays Intermedia... |
114 |
New |
$50.44 |
$3,501,000 |
67,319 |
0.26% |
3,501,000 |
67,319 |
0.01 |
Closed - End Fund - E... |
|
|
QMAR |
Ft Cboe Vest Growth100 Buff... |
146 |
New |
$0.00 |
$2,239,000 |
87,345 |
0.17% |
2,239,000 |
87,345 |
0.971 |
N/A |
|
|
ON |
On Semiconductor Corp |
152 |
New |
$70.82 |
$2,095,000 |
25,076 |
0.16% |
2,095,000 |
25,076 |
0.005 |
Semiconductor- Broad... |
|
|
EMXC |
Ishares Msci Emerging Marke... |
168 |
New |
$0.00 |
$1,801,000 |
32,496 |
0.14% |
1,801,000 |
32,496 |
0.004 |
N/A |
|
|
IBTF |
Ishares Ibonds Dec 2025 Ter... |
229 |
New |
$0.00 |
$978,000 |
42,025 |
0.07% |
978,000 |
42,025 |
0.467 |
N/A |
|
|
SWAV |
Shockwave Medical, Inc. |
255 |
New |
$329.51 |
$788,000 |
4,134 |
0.06% |
788,000 |
4,134 |
0.012 |
N/A |
|
|
IXC |
iShares tr S&P Glbl Energy |
259 |
New |
$44.30 |
$781,000 |
19,961 |
0.06% |
781,000 |
19,961 |
0.022 |
Closed - End Fund - E... |
|
|
BSCQ |
Invesco Bulletshares 2026 C... |
278 |
New |
$19.11 |
$689,000 |
35,717 |
0.05% |
689,000 |
35,717 |
0.013 |
N/A |
|
|
FTNT |
Fortinet Inc |
279 |
New |
$64.30 |
$684,000 |
11,687 |
0.05% |
684,000 |
11,687 |
0.001 |
Computer Peripherals |
|
|
COIN |
Coinbase Global, Inc. |
281 |
New |
$218.16 |
$681,000 |
3,916 |
0.05% |
681,000 |
3,916 |
0 |
N/A |
|
|
SPG |
Simon Property Group Inc |
303 |
New |
$144.83 |
$563,000 |
3,947 |
0.04% |
563,000 |
3,947 |
0.001 |
REIT - Retail |
|
|
SMAR |
Smartsheet Inc |
320 |
New |
$38.34 |
$507,000 |
10,603 |
0.04% |
507,000 |
10,603 |
0.009 |
N/A |
|
|
MET |
MetLife Inc |
338 |
New |
$71.70 |
$464,000 |
7,010 |
0.04% |
464,000 |
7,010 |
0.001 |
Life & Health Insurance |
|
|
BFNC |
First Manitowoc Bancorp Inc |
357 |
New |
$77.69 |
$429,000 |
4,950 |
0.03% |
429,000 |
4,950 |
0.074 |
N/A |
|
|
SCHX |
Schwab Strategic Trust |
364 |
New |
$60.48 |
$410,000 |
7,272 |
0.03% |
410,000 |
7,272 |
0 |
Closed - End Fund - Debt |
|
|
BTI |
British American Tobacco (ADR) |
369 |
New |
$29.53 |
$390,000 |
13,309 |
0.03% |
390,000 |
13,309 |
0.001 |
Cigarettes & Other To... |
|
|
TLTW |
Ishares 20+ Year Treasury B... |
389 |
New |
$0.00 |
$351,000 |
12,770 |
0.03% |
351,000 |
12,770 |
0.142 |
N/A |
|
|
PKW |
Invesco Buyback Achievers ETF |
390 |
New |
$103.74 |
$349,000 |
3,529 |
0.03% |
349,000 |
3,529 |
0.016 |
N/A |
|
|
UNM |
Unum Group |
419 |
New |
$51.01 |
$304,000 |
6,713 |
0.02% |
304,000 |
6,713 |
0.003 |
Life & Health Insurance |
|
|
FNDX |
Schwab Fundamental US Large... |
426 |
New |
$65.30 |
$288,000 |
4,654 |
0.02% |
288,000 |
4,654 |
0 |
N/A |
|
|
RIVN |
Rivian Automotive, Inc. / De |
434 |
New |
$0.00 |
$278,000 |
11,858 |
0.02% |
278,000 |
11,858 |
0 |
N/A |
|
|
FENI |
Fidelity Enhanced Internati... |
436 |
New |
$0.00 |
$275,000 |
10,389 |
0.02% |
275,000 |
10,389 |
0.115 |
N/A |
|
|
RPRX |
Royalty Pharma Plc |
443 |
New |
$28.12 |
$267,000 |
9,507 |
0.02% |
267,000 |
9,507 |
0.003 |
N/A |
|
|
IDV |
iShares Dow Jones EPAC Sele... |
446 |
New |
$0.00 |
$260,000 |
9,278 |
0.02% |
260,000 |
9,278 |
0.007 |
Closed - End Fund - E... |
|
|
BUFD |
Ft Cboe Vest Fund Of Deep B... |
448 |
New |
$0.00 |
$258,000 |
11,349 |
0.02% |
258,000 |
11,349 |
0 |
N/A |
|
|
IEV |
iShares S&P Europe 350 Index |
447 |
New |
$55.14 |
$258,000 |
4,884 |
0.02% |
258,000 |
4,884 |
0.017 |
Closed - End Fund - E... |
|
|
CAPE |
Doubleline Shiller Cape Us ... |
450 |
New |
$26.87 |
$256,000 |
9,658 |
0.02% |
256,000 |
9,658 |
0 |
N/A |
|
|
DD |
DuPont de Nemours Inc |
455 |
New |
$73.90 |
$252,000 |
3,274 |
0.02% |
252,000 |
3,274 |
0 |
Diversified Chemicals |
|
|
RNG |
Ringcentral Inc |
469 |
New |
$31.15 |
$237,000 |
6,974 |
0.02% |
237,000 |
6,974 |
0 |
N/A |
|
|
PYPL |
Paypal Holdings, Inc. |
474 |
New |
$66.99 |
$234,000 |
3,814 |
0.02% |
234,000 |
3,814 |
0.006 |
N/A |
|
|
SPHQ |
Powershares S&P 500 High Q |
475 |
New |
$59.37 |
$234,000 |
4,333 |
0.02% |
234,000 |
4,333 |
0 |
Closed - End Fund - Debt |
|
|
MP |
Mp Materials Ord Shs Class A |
478 |
New |
$16.42 |
$233,000 |
11,741 |
0.02% |
233,000 |
11,741 |
0 |
N/A |
|
|
RPM |
RPM International Inc |
479 |
New |
$108.58 |
$232,000 |
2,081 |
0.02% |
232,000 |
2,081 |
0.002 |
General Building Mate... |
|
|
VIGI |
Vanguard International Divi... |
480 |
New |
$79.25 |
$230,000 |
2,901 |
0.02% |
230,000 |
2,901 |
0.006 |
N/A |
|
|
VGSH |
Vanguard Scottsdale Funds |
481 |
New |
$57.71 |
$229,000 |
3,930 |
0.02% |
229,000 |
3,930 |
0.004 |
Closed - End Fund - Debt |
|
|
ARM |
Arm Holdings American Depos... |
484 |
New |
$103.24 |
$227,000 |
3,020 |
0.02% |
227,000 |
3,020 |
0 |
N/A |
|
|
FNDE |
Schwab Fundamental Emerging... |
485 |
New |
$28.71 |
$226,000 |
8,326 |
0.02% |
226,000 |
8,326 |
0.001 |
N/A |
|
|
XOP |
SPDR S&P Oil & Gas Explorat... |
492 |
New |
$158.01 |
$222,000 |
1,622 |
0.02% |
222,000 |
1,622 |
0 |
Closed - End Fund - E... |
|
|
MTN |
Vail Resorts Inc |
493 |
New |
$195.65 |
$220,000 |
1,029 |
0.02% |
220,000 |
1,029 |
0.003 |
Gambling/Resorts |
|
|
FNDA |
Schwab Fundamental Us Small... |
494 |
New |
$54.73 |
$219,000 |
3,962 |
0.02% |
219,000 |
3,962 |
0.011 |
N/A |
|
|
AB |
AllianceBernstein |
495 |
New |
$34.10 |
$219,000 |
7,052 |
0.02% |
219,000 |
7,052 |
0 |
Asset Management |
|
|
DPST |
Direxion Daily Regional Ban... |
496 |
New |
$66.48 |
$217,000 |
2,231 |
0.02% |
217,000 |
2,231 |
0.025 |
N/A |
|
|
TLO |
Talon Metals Corp |
498 |
New |
$26.38 |
$211,000 |
7,261 |
0.02% |
211,000 |
7,261 |
0.027 |
Closed - End Fund - E... |
|
|
CAH |
Cardinal Health Inc |
500 |
New |
$102.91 |
$210,000 |
2,085 |
0.02% |
210,000 |
2,085 |
0.001 |
Drugs Wholesale |
|
|
LIN |
Linde Plc |
501 |
New |
$445.07 |
$209,000 |
509 |
0.02% |
209,000 |
509 |
0 |
N/A |
|
|
BUD |
Anheuser-Busch InBev SA |
502 |
New |
$60.30 |
$209,000 |
3,234 |
0.02% |
209,000 |
3,234 |
0 |
Beverage - Brewers |
|
|
EWMC |
Invesco S&P Midcap 400 Equa... |
503 |
New |
$116.25 |
$207,000 |
2,102 |
0.02% |
207,000 |
2,102 |
0.018 |
N/A |
|
|
CYA |
Simplify Tail Risk Strategy... |
507 |
New |
$0.00 |
$206,000 |
1,013,190 |
0.02% |
206,000 |
1,013,190 |
0 |
N/A |
|
|
XJUL |
Ft Vest Us Equity Enh & Mod... |
509 |
New |
$0.00 |
$205,000 |
6,384 |
0.02% |
205,000 |
6,384 |
0.071 |
N/A |
|
|
GEM |
Goldman Sachs Activebeta Em... |
512 |
New |
$31.73 |
$203,000 |
6,611 |
0.02% |
203,000 |
6,611 |
0 |
N/A |
|
|
GMXAY |
GENMAB AS |
513 |
New |
$28.57 |
$202,000 |
6,348 |
0.02% |
202,000 |
6,348 |
0.01 |
N/A |
|
|
RKLB |
Rocket Lab Usa, Inc. |
528 |
New |
$3.80 |
$60,000 |
10,906 |
0% |
60,000 |
10,906 |
0.002 |
N/A |
|
|
AKYA |
Akoya Biosciences, Inc. |
531 |
New |
$3.86 |
$54,000 |
11,140 |
0% |
54,000 |
11,140 |
0.277 |
N/A |
|
