$131 Million is the total value of Regal Wealth Group, Inc.'s 158 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 21.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $13,075,000 | +9.5% | 99,413 | +1.4% | 9.98% | +2.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $12,798,000 | +3.8% | 123,007 | +1.2% | 9.77% | -2.5% |
| USMV | Buy | ISHARES TRmin vol usa etf | $10,191,000 | +7.2% | 213,549 | +1.6% | 7.78% | +0.7% |
| EUSA | Buy | ISHARESmsci equal weite | $8,858,000 | +6.6% | 177,723 | +1.2% | 6.76% | +0.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $8,046,000 | +5.4% | 33,912 | -0.1% | 6.14% | -1.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $6,655,000 | +1.7% | 56,442 | +1.1% | 5.08% | -4.5% |
| FQAL | Buy | FIDELITYqlty fctor etf | $5,945,000 | +7.8% | 212,842 | +1.4% | 4.54% | +1.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $5,586,000 | +1.9% | 51,487 | +1.5% | 4.26% | -4.3% |
| BA | Sell | BOEING CO | $5,471,000 | +13.3% | 30,934 | -0.2% | 4.18% | +6.4% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $5,126,000 | +15.9% | 32,920 | +0.1% | 3.91% | +8.9% |
| COL | Sell | ROCKWELL COLLINS INC | $3,681,000 | +4.7% | 37,881 | -0.1% | 2.81% | -1.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $3,510,000 | +4.7% | 20,499 | +1.1% | 2.68% | -1.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,335,000 | +1.5% | 48,217 | +101.9% | 2.54% | -4.6% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $3,197,000 | +2.7% | 36,419 | +1.3% | 2.44% | -3.5% |
| EFAV | Buy | ISHARES TRmin vol eafe etf | $2,877,000 | +10.1% | 43,598 | +2.1% | 2.20% | +3.3% |
| ACWV | Buy | ISHARESmin vol gbl etf | $2,824,000 | +8.4% | 36,617 | +2.1% | 2.16% | +1.8% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $2,778,000 | +3.7% | 58,151 | +2.8% | 2.12% | -2.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $2,625,000 | +8.5% | 23,068 | +0.0% | 2.00% | +1.9% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,565,000 | +1.9% | 22,319 | -0.6% | 1.96% | -4.3% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $2,019,000 | +27.0% | 20,603 | -3.3% | 1.54% | +19.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,462,000 | +5.5% | 11,140 | +0.0% | 1.12% | -0.9% |
| VO | VANGUARD INDEX FDSmid cap etf | $1,462,000 | +5.8% | 10,500 | 0.0% | 1.12% | -0.6% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,437,000 | +1.9% | 10,455 | +0.0% | 1.10% | -4.3% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $1,333,000 | +3.4% | 26,449 | +3.0% | 1.02% | -2.9% |
| MSFT | Sell | MICROSOFT CORP | $1,308,000 | +5.9% | 19,866 | -0.1% | 1.00% | -0.5% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $1,262,000 | +5.3% | 10,400 | 0.0% | 0.96% | -1.1% | |
| IAGG | Sell | ISHARES TRcore intl aggr | $1,241,000 | -3.7% | 23,954 | -3.6% | 0.95% | -9.6% |
| RSP | Buy | RYDEX ETF TRUSTgug s&p500 eq wt | $961,000 | +35.7% | 10,585 | +29.6% | 0.73% | +27.5% |
| VB | VANGUARD INDEX FDSsmall cp etf | $840,000 | +3.4% | 6,300 | 0.0% | 0.64% | -2.9% | |
| GE | Buy | GENERAL ELECTRIC CO | $584,000 | -3.2% | 19,593 | +2.7% | 0.45% | -9.0% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $517,000 | +3.4% | 6,263 | +3.4% | 0.40% | -2.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $464,000 | +0.2% | 3,923 | +0.7% | 0.35% | -5.9% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $462,000 | +5.0% | 2,860 | +0.1% | 0.35% | -1.1% |
| MRK | Buy | MERCK & CO INC | $349,000 | +8.0% | 5,485 | +0.0% | 0.27% | +1.5% |
| INTC | Buy | INTEL CORP | $347,000 | +0.3% | 9,615 | +0.8% | 0.26% | -5.7% |
| T | Buy | AT&T INC | $333,000 | -2.1% | 8,006 | +0.2% | 0.25% | -8.0% |
| MCD | MCDONALDS CORP | $282,000 | +6.4% | 2,176 | 0.0% | 0.22% | 0.0% | |
| AAPL | Buy | APPLE INC | $247,000 | +26.0% | 1,719 | +1.6% | 0.19% | +18.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $232,000 | +12.1% | 1,390 | +9.2% | 0.18% | +5.4% |
| EXC | Buy | EXELON CORP | $228,000 | +2.2% | 6,341 | +0.8% | 0.17% | -3.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $199,000 | +5.9% | 845 | +0.5% | 0.15% | -0.7% |
| PG | PROCTER AND GAMBLE CO | $198,000 | +7.0% | 2,203 | 0.0% | 0.15% | +0.7% | |
| JNJ | JOHNSON & JOHNSON | $193,000 | +7.8% | 1,553 | 0.0% | 0.15% | +1.4% | |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $182,000 | -5.2% | 3,366 | -9.9% | 0.14% | -10.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $178,000 | -8.2% | 3,658 | +0.7% | 0.14% | -13.9% |
| DVY | Buy | ISHARES TRselect divid etf | $166,000 | +5.7% | 1,826 | +3.3% | 0.13% | -0.8% |
| FB | FACEBOOK INCcl a | $163,000 | +23.5% | 1,150 | 0.0% | 0.12% | +15.9% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $154,000 | +14.9% | 1,632 | +0.4% | 0.12% | +8.3% |
| ALL | ALLSTATE CORP | $152,000 | +10.1% | 1,860 | 0.0% | 0.12% | +3.6% | |
| UNH | New | UNITEDHEALTH GROUP INC | $122,000 | – | 743 | +100.0% | 0.09% | – |
| EEM | ISHARES TRmsci emg mkt etf | $114,000 | +12.9% | 2,894 | 0.0% | 0.09% | +6.1% | |
| CATY | CATHAY GEN BANCORP | $105,000 | -0.9% | 2,784 | 0.0% | 0.08% | -7.0% | |
| CVX | Buy | CHEVRON CORP NEW | $94,000 | -7.8% | 879 | +0.9% | 0.07% | -13.3% |
| ORCL | ORACLE CORP | $93,000 | +16.2% | 2,088 | 0.0% | 0.07% | +9.2% | |
| DIS | Buy | DISNEY WALT CO | $90,000 | +25.0% | 796 | +14.9% | 0.07% | +19.0% |
| BAC | Buy | BANK AMER CORP | $84,000 | +7.7% | 3,547 | +0.1% | 0.06% | +1.6% |
| PX | Buy | PRAXAIR INC | $83,000 | +1.2% | 700 | +0.6% | 0.06% | -6.0% |
| LMT | LOCKHEED MARTIN CORP | $82,000 | +6.5% | 308 | 0.0% | 0.06% | 0.0% | |
| SJM | SMUCKER J M CO | $82,000 | +2.5% | 624 | 0.0% | 0.06% | -3.1% | |
| ES | Buy | EVERSOURCE ENERGY | $81,000 | +8.0% | 1,371 | +0.8% | 0.06% | +1.6% |
| GLD | SPDR GOLD TRUST | $73,000 | +9.0% | 614 | 0.0% | 0.06% | +3.7% | |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $71,000 | -13.4% | 1,076 | -9.7% | 0.05% | -19.4% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $71,000 | +9.2% | 2,695 | +0.8% | 0.05% | +1.9% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $69,000 | +3.0% | 289 | +0.3% | 0.05% | -1.9% |
| MS | MORGAN STANLEY | $67,000 | +1.5% | 1,568 | 0.0% | 0.05% | -5.6% | |
| APD | AIR PRODS & CHEMS INC | $66,000 | -5.7% | 485 | 0.0% | 0.05% | -12.3% | |
| EFA | ISHARES TRmsci eafe etf | $63,000 | +6.8% | 1,015 | 0.0% | 0.05% | 0.0% | |
| JPS | Buy | NUVEEN PREFERRED SECURITIES | $63,000 | +3.3% | 6,628 | +1.3% | 0.05% | -4.0% |
| F | Buy | FORD MTR CO DEL | $58,000 | +13.7% | 5,009 | +19.0% | 0.04% | +7.3% |
| MTOR | Sell | MERITOR INC | $56,000 | +12.0% | 3,290 | -18.2% | 0.04% | +4.9% |
| DFS | DISCOVER FINL SVCS | $54,000 | -5.3% | 784 | 0.0% | 0.04% | -10.9% | |
| TSLA | TESLA INC | $48,000 | +29.7% | 171 | 0.0% | 0.04% | +23.3% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $47,000 | +4.4% | 253 | +0.4% | 0.04% | -2.7% |
| KHC | KRAFT HEINZ CO | $42,000 | +5.0% | 462 | 0.0% | 0.03% | 0.0% | |
| JPM | Buy | JPMORGAN CHASE & CO | $41,000 | +2.5% | 462 | +0.2% | 0.03% | -3.1% |
| PYPL | Sell | PAYPAL HLDGS INC | $35,000 | -2.8% | 819 | -10.4% | 0.03% | -6.9% |
| EIX | EDISON INTL | $33,000 | +10.0% | 410 | 0.0% | 0.02% | +4.2% | |
| DOW | Buy | DOW CHEM CO | $31,000 | +10.7% | 489 | +0.8% | 0.02% | +4.3% |
| IBM | INTERNATIONAL BUSINESS MACHS | $31,000 | +6.9% | 176 | 0.0% | 0.02% | 0.0% | |
| V | VISA INC | $32,000 | +14.3% | 365 | 0.0% | 0.02% | +4.3% | |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES | $32,000 | +3.2% | 952 | +1.0% | 0.02% | -4.0% |
| INDY | ISHARESindia 50 etf | $32,000 | +18.5% | 998 | 0.0% | 0.02% | +9.1% | |
| SLV | ISHARES SILVER TRUSTishares | $32,000 | +14.3% | 1,876 | 0.0% | 0.02% | +4.3% | |
| EBAY | EBAY INC | $27,000 | +12.5% | 819 | 0.0% | 0.02% | +10.5% | |
| MNST | MONSTER BEVERAGE CORP NEW | $28,000 | +3.7% | 600 | 0.0% | 0.02% | -4.5% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $28,000 | +33.3% | 34 | +25.9% | 0.02% | +23.5% |
| BHI | Buy | BAKER HUGHES INC | $25,000 | -7.4% | 416 | +0.2% | 0.02% | -13.6% |
| LOW | LOWES COS INC | $25,000 | +13.6% | 308 | 0.0% | 0.02% | +5.6% | |
| GOOGL | ALPHABET INCcap stk cl a | $24,000 | +9.1% | 28 | 0.0% | 0.02% | 0.0% | |
| YHOO | YAHOO INC | $23,000 | +21.1% | 500 | 0.0% | 0.02% | +20.0% | |
| NKE | NIKE INCcl b | $22,000 | +10.0% | 400 | 0.0% | 0.02% | +6.2% | |
| DE | DEERE & CO | $22,000 | +4.8% | 200 | 0.0% | 0.02% | 0.0% | |
| HON | HONEYWELL INTL INC | $22,000 | +10.0% | 175 | 0.0% | 0.02% | +6.2% | |
| QCOM | QUALCOMM INC | $22,000 | -12.0% | 389 | 0.0% | 0.02% | -15.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $21,000 | +10.5% | 134 | 0.0% | 0.02% | +6.7% | |
| PRU | PRUDENTIAL FINL INC | $20,000 | +5.3% | 187 | 0.0% | 0.02% | 0.0% | |
| CLGX | CORELOGIC INC | $20,000 | +11.1% | 500 | 0.0% | 0.02% | 0.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $20,000 | 0.0% | 853 | +0.4% | 0.02% | -6.2% |
| COST | COSTCO WHSL CORP NEW | $18,000 | 0.0% | 110 | 0.0% | 0.01% | -6.7% | |
| KMI | Buy | KINDER MORGAN INC DEL | $18,000 | +5.9% | 838 | +0.6% | 0.01% | 0.0% |
| IYR | ISHARES TRu.s. real es etf | $19,000 | +5.6% | 236 | 0.0% | 0.01% | -6.7% | |
| OXY | OCCIDENTAL PETE CORP DEL | $18,000 | -10.0% | 277 | 0.0% | 0.01% | -12.5% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $18,000 | +5.9% | 478 | +100.0% | 0.01% | 0.0% |
| VAC | Buy | MARRIOTT VACATIONS WRLDWDE C | $16,000 | +23.1% | 160 | +0.6% | 0.01% | +9.1% |
| TRV | TRAVELERS COMPANIES INC | $15,000 | 0.0% | 124 | 0.0% | 0.01% | -8.3% | |
| AMT | AMERICAN TOWER CORP NEW | $15,000 | +15.4% | 124 | 0.0% | 0.01% | 0.0% | |
| NFLX | NETFLIX INC | $15,000 | +25.0% | 100 | 0.0% | 0.01% | +10.0% | |
| HPQ | Buy | HP INC | $15,000 | +15.4% | 851 | +0.2% | 0.01% | 0.0% |
| PM | PHILIP MORRIS INTL INC | $14,000 | +27.3% | 120 | 0.0% | 0.01% | +22.2% | |
| MO | ALTRIA GROUP INC | $14,000 | 0.0% | 202 | 0.0% | 0.01% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $15,000 | +7.1% | 191 | 0.0% | 0.01% | 0.0% | |
| PEP | PEPSICO INC | $13,000 | +8.3% | 113 | 0.0% | 0.01% | 0.0% | |
| XOM | EXXON MOBIL CORP | $13,000 | -7.1% | 160 | 0.0% | 0.01% | -9.1% | |
| HST | Buy | HOST HOTELS & RESORTS INC | $11,000 | 0.0% | 605 | +1.5% | 0.01% | -11.1% |
| PCLN | PRICELINE GRP INC | $11,000 | +22.2% | 6 | 0.0% | 0.01% | +14.3% | |
| SPLS | STAPLES INC | $10,000 | 0.0% | 1,135 | 0.0% | 0.01% | 0.0% | |
| NTNX | Sell | NUTANIX INCcl a | $9,000 | -77.5% | 505 | -66.4% | 0.01% | -78.1% |
| HII | HUNTINGTON INGALLS INDS INC | $9,000 | +12.5% | 45 | 0.0% | 0.01% | +16.7% | |
| JD | JD COM INCspon adr cl a | $9,000 | +12.5% | 300 | 0.0% | 0.01% | +16.7% | |
| SIZE | New | ISHARES TRusa size factor | $8,000 | – | 110 | +100.0% | 0.01% | – |
| LRGF | New | ISHARES TRmultifactor usa | $8,000 | – | 300 | +100.0% | 0.01% | – |
| GIS | GENERAL MLS INC | $8,000 | -11.1% | 144 | 0.0% | 0.01% | -14.3% | |
| TWTR | TWITTER INC | $7,000 | -12.5% | 500 | 0.0% | 0.01% | -16.7% | |
| HDV | ISHARES TRcore high dv etf | $7,000 | 0.0% | 89 | 0.0% | 0.01% | -16.7% | |
| RAI | REYNOLDS AMERICAN INC | $6,000 | +20.0% | 89 | 0.0% | 0.01% | +25.0% | |
| TRP | Buy | TRANSCANADA CORP | $6,000 | +20.0% | 121 | +0.8% | 0.01% | +25.0% |
| CSCO | Buy | CISCO SYS INC | $7,000 | +16.7% | 199 | +0.5% | 0.01% | 0.0% |
| VSM | VERSUM MATLS INC | $7,000 | 0.0% | 242 | 0.0% | 0.01% | -16.7% | |
| SBUX | STARBUCKS CORP | $5,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| SMLF | New | ISHARES TRmultifactor usa | $5,000 | – | 140 | +100.0% | 0.00% | – |
| GNTX | GENTEX CORP | $5,000 | 0.0% | 234 | 0.0% | 0.00% | 0.0% | |
| SNAP | New | SNAP INCcl a | $5,000 | – | 200 | +100.0% | 0.00% | – |
| AMZN | AMAZON COM INC | $5,000 | +25.0% | 6 | 0.0% | 0.00% | +33.3% | |
| MDLZ | MONDELEZ INTL INCcl a | $4,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| C | CITIGROUP INC | $4,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| CLNE | CLEAN ENERGY FUELS CORP | $4,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| SHLDQ | SEARS HLDGS CORP | $4,000 | +33.3% | 316 | 0.0% | 0.00% | +50.0% | |
| WM | WASTE MGMT INC DEL | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IWV | Sell | ISHARES TRrussell 3000 etf | $4,000 | 0.0% | 31 | -3.1% | 0.00% | 0.0% |
| LE | LANDS END INC NEW | $2,000 | +100.0% | 95 | 0.0% | 0.00% | +100.0% | |
| SQ | SQUARE INCcl a | $2,000 | +100.0% | 100 | 0.0% | 0.00% | +100.0% | |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | – | 31 | +100.0% | 0.00% | – |
| DVMT | DELL TECHNOLOGIES INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| JETS | New | ETF SER SOLUTIONSus glb jets | $3,000 | – | 100 | +100.0% | 0.00% | – |
| CXW | New | CORECIVIC INC | $1,000 | – | 40 | +100.0% | 0.00% | – |
| RIG | TRANSOCEAN LTD | $1,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| EMB | ISHARES TRjp mor em mk etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| CRZO | New | CARRIZO OIL & GAS INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
| BANC | Sell | BANC OF CALIFORNIA INC | $1,000 | -88.9% | 52 | -89.8% | 0.00% | -85.7% |
| PSCE | New | POWERSHARES ETF TR IIs&p smcp ene p | $1,000 | – | 70 | +100.0% | 0.00% | – |
| STAR | ISTAR INC | $1,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| CRCQQ | Exit | CALIFORNIA RES CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| SRSCQ | SEARS CDA INC | $0 | – | 135 | 0.0% | 0.00% | – | |
| S | SPRINT CORP | $0 | – | 9 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INCcl a | $0 | – | 50 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $0 | – | 79 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| SDRL | SEADRILL LIMITED | $0 | – | 79 | 0.0% | 0.00% | – | |
| FTR | Buy | FRONTIER COMMUNICATIONS CORP | $0 | – | 51 | +4.1% | 0.00% | – |
| AYI | Exit | ACUITY BRANDS INC | $0 | – | -12 | -100.0% | -0.00% | – |
| MMS | Exit | MAXIMUS INC | $0 | – | -38 | -100.0% | -0.00% | – |
| FISV | Exit | FISERV INC | $0 | – | -22 | -100.0% | -0.00% | – |
| CHE | Exit | CHEMED CORP NEW | $0 | – | -22 | -100.0% | -0.00% | – |
| AEP | Exit | AMERICAN ELEC PWR INC | $0 | – | -69 | -100.0% | -0.00% | – |
| RBA | Exit | RITCHIE BROS AUCTIONEERS | $0 | – | -112 | -100.0% | -0.00% | – |
| HCSG | Exit | HEALTHCARE SVCS GRP INC | $0 | – | -97 | -100.0% | -0.00% | – |
| ULTI | Exit | ULTIMATE SOFTWARE GROUP INC | $0 | – | -29 | -100.0% | -0.00% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -153 | -100.0% | -0.00% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -24 | -100.0% | -0.00% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC | $0 | – | -88 | -100.0% | -0.01% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -130 | -100.0% | -0.01% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -100 | -100.0% | -0.01% | – |
| LKQ | Exit | LKQ CORP | $0 | – | -330 | -100.0% | -0.01% | – |
| CTT | Exit | CATCHMARK TIMBER TR INCcl a | $0 | – | -1,135 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 32 | Q3 2023 | 18.3% |
| ISHARES TR | 32 | Q3 2023 | 18.1% |
| ISHARES TR | 32 | Q3 2023 | 9.8% |
| ISHARES TR | 32 | Q3 2023 | 11.1% |
| ISHARES TR | 32 | Q3 2023 | 13.7% |
| ISHARES TR | 32 | Q3 2023 | 11.2% |
| ISHARES TR | 32 | Q3 2023 | 13.0% |
| ISHARES TR | 32 | Q3 2023 | 7.2% |
| BOEING CO | 32 | Q3 2023 | 10.1% |
| ROCKWELL AUTOMATION INC | 32 | Q3 2023 | 5.6% |
View Regal Wealth Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-23 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-20 |
| 13F-HR | 2021-10-14 |
View Regal Wealth Group, Inc.'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.