$475 Million is the total value of Regal Investment Advisors LLC's 319 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TRu.s. tech etf | $456,000 | +8.8% | 2,350 | 0.0% | 0.10% | -24.4% | |
| VXUS | VANGUARD STAR FDvg tl intl stk f | $348,000 | 0.0% | 6,439 | 0.0% | 0.07% | -31.1% | |
| CLF | CLEVELAND CLIFFS INC | $135,000 | +50.0% | 10,700 | 0.0% | 0.03% | +3.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-05
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.