$452 Million is the total value of Regal Investment Advisors LLC's 311 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LZB | LA Z BOY INC | $3,488,000 | -4.0% | 116,451 | 0.0% | 0.77% | -4.8% | |
| FXD | FIRST TR EXCHANGE TRADED FDconsumr discre | $439,000 | -2.7% | 10,710 | 0.0% | 0.10% | -4.0% | |
| GGG | GRACO INC | $395,000 | +1.3% | 8,634 | 0.0% | 0.09% | 0.0% | |
| OEF | ISHARES TRs&p 100 etf | $299,000 | -2.0% | 2,574 | 0.0% | 0.07% | -2.9% | |
| MS | MORGAN STANLEY | $242,000 | +3.0% | 4,478 | 0.0% | 0.05% | +1.9% | |
| TFI | SPDR SER TRnuveen brc munic | $221,000 | -1.8% | 4,600 | 0.0% | 0.05% | -2.0% | |
| IWV | ISHARES TRrussell 3000 etf | $217,000 | -0.9% | 1,388 | 0.0% | 0.05% | -2.0% | |
| MCEF | FIRST TR EXCHNG TRADED FD VImun cef in opt | $185,000 | -5.1% | 10,400 | 0.0% | 0.04% | -4.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q2 2024 | 6.6% |
| ISHARES TR | 45 | Q2 2024 | 15.6% |
| VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 9.7% |
| ISHARES TR | 45 | Q2 2024 | 2.6% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 9.1% |
| ISHARES TR | 45 | Q2 2024 | 4.9% |
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 5.8% |
| VANGUARD ST BOND ETF | 45 | Q2 2024 | 4.9% |
| VANGUARD REIT INDEX ETF | 45 | Q2 2024 | 2.6% |
| ISHARES TR | 45 | Q2 2024 | 3.2% |
View Regal Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-03-01 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-09 |
View Regal Investment Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.