$93.9 Million is the total value of Regal Wealth Group, Inc.'s 172 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -88 | -100.0% | -0.00% | – |
PSCE | Exit | POWERSHARES ETF TR IIs&p smcp ene p | $0 | – | -70 | -100.0% | -0.00% | – |
SMLF | Exit | ISHARES TRmultifactor usa | $0 | – | -140 | -100.0% | -0.00% | – |
SMIN | Exit | ISHARES TRmsci india sm cp | $0 | – | -139 | -100.0% | -0.01% | – |
DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -34 | -100.0% | -0.01% | – |
SIZE | Exit | ISHARES TRusa size factor | $0 | – | -110 | -100.0% | -0.01% | – |
LRGF | Exit | ISHARES TRmultifactor usa | $0 | – | -300 | -100.0% | -0.01% | – |
PBT | Exit | PERMIAN BASIN RTY TRunit ben int | $0 | – | -900 | -100.0% | -0.01% | – |
EEMV | Exit | ISHARES INCmin vol emrg mkt | $0 | – | -172 | -100.0% | -0.01% | – |
JPS | Exit | NUVEEN PFD & INCM SECURTIES | $0 | – | -6,837 | -100.0% | -0.05% | – |
QLD | Exit | PROSHARES TR | $0 | – | -11,700 | -100.0% | -0.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-30
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.