$144 Million is the total value of Regal Wealth Group, Inc.'s 172 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 15.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $18,688,000 | +5.4% | 104,263 | +1.4% | 12.97% | +1.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $17,972,000 | +5.3% | 154,176 | +1.9% | 12.47% | +1.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $10,571,000 | +3.8% | 35,865 | +0.2% | 7.33% | +0.1% |
| BA | Sell | BOEING CO | $9,738,000 | -5.3% | 26,752 | -0.7% | 6.76% | -8.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $9,401,000 | +6.5% | 75,587 | +1.9% | 6.52% | +2.6% |
| USMV | Buy | ISHARES TRmin vol usa etf | $8,781,000 | +6.1% | 142,252 | +1.1% | 6.09% | +2.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $8,610,000 | +4.7% | 77,321 | +2.5% | 5.97% | +0.9% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $7,327,000 | +5.0% | 67,967 | +1.7% | 5.08% | +1.2% |
| MTUM | Buy | ISHARES TRusa momentum fct | $7,023,000 | +8.5% | 59,215 | +2.7% | 4.87% | +4.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $5,110,000 | +4.2% | 58,617 | +3.3% | 3.54% | +0.4% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $5,038,000 | -6.8% | 30,752 | -0.2% | 3.50% | -10.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,820,000 | +4.4% | 48,796 | +2.9% | 2.65% | +0.6% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $3,328,000 | +3.3% | 71,259 | +3.3% | 2.31% | -0.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $3,170,000 | +1.2% | 20,149 | -2.7% | 2.20% | -2.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,676,000 | +0.6% | 21,031 | -2.4% | 1.86% | -3.0% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,764,000 | +3.5% | 10,837 | +0.0% | 1.22% | -0.2% |
| VO | VANGUARD INDEX FDSmid cap etf | $1,755,000 | +4.0% | 10,500 | 0.0% | 1.22% | +0.2% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,602,000 | +1.6% | 10,305 | +0.0% | 1.11% | -2.1% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $1,572,000 | -5.8% | 12,071 | -6.8% | 1.09% | -9.2% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $1,561,000 | +3.7% | 10,400 | 0.0% | 1.08% | 0.0% | |
| MSFT | Buy | MICROSOFT CORP | $1,353,000 | +13.6% | 10,101 | +0.0% | 0.94% | +9.6% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $1,126,000 | -2.3% | 14,578 | +4.4% | 0.78% | -5.8% |
| VB | VANGUARD INDEX FDSsmall cp etf | $987,000 | +2.5% | 6,300 | 0.0% | 0.68% | -1.2% | |
| AAPL | Buy | APPLE INC | $562,000 | +16.8% | 2,838 | +12.0% | 0.39% | +12.7% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $494,000 | +2.3% | 2,460 | +0.1% | 0.34% | -1.4% |
| MRK | MERCK & CO INC | $459,000 | +0.9% | 5,473 | 0.0% | 0.32% | -2.8% | |
| MCD | MCDONALDS CORP | $455,000 | +9.4% | 2,192 | 0.0% | 0.32% | +5.7% | |
| IWN | Sell | ISHARES TRrus 2000 val etf | $423,000 | -1.4% | 3,506 | -2.1% | 0.29% | -5.2% |
| EUSA | Buy | ISHARES INCmsci equal weite | $421,000 | +4.0% | 7,089 | +0.4% | 0.29% | +0.3% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $415,000 | -1.0% | 4,744 | -1.6% | 0.29% | -4.6% |
| EIX | EDISON INTL | $367,000 | +8.9% | 5,447 | 0.0% | 0.26% | +5.4% | |
| INTC | Buy | INTEL CORP | $347,000 | -10.8% | 7,241 | +0.0% | 0.24% | -13.9% |
| EXC | Buy | EXELON CORP | $326,000 | -3.6% | 6,791 | +0.7% | 0.23% | -7.0% |
| FB | Buy | FACEBOOK INCcl a | $274,000 | +20.2% | 1,421 | +4.1% | 0.19% | +15.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $258,000 | +4.0% | 881 | +0.3% | 0.18% | +0.6% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $252,000 | +4.6% | 3,789 | +1.1% | 0.18% | +1.2% |
| PG | PROCTER AND GAMBLE CO | $242,000 | +5.7% | 2,203 | 0.0% | 0.17% | +1.8% | |
| FQAL | Buy | FIDELITYqlty fctor etf | $237,000 | +3.0% | 6,820 | +0.4% | 0.16% | -1.2% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $235,000 | +12.4% | 1,678 | +0.4% | 0.16% | +8.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $209,000 | -7.5% | 3,664 | -4.1% | 0.14% | -11.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $196,000 | -1.0% | 804 | +0.4% | 0.14% | -4.2% |
| DVY | Buy | ISHARES TRselect divid etf | $191,000 | +2.1% | 1,919 | +0.9% | 0.13% | -1.5% |
| ALL | ALLSTATE CORP | $189,000 | +8.0% | 1,860 | 0.0% | 0.13% | +4.0% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $171,000 | +8.9% | 801 | +2.6% | 0.12% | +5.3% |
| ESE | Sell | ESCO TECHNOLOGIES INC | $165,000 | +3.1% | 2,000 | -16.4% | 0.11% | -0.9% |
| EFAV | Buy | ISHARES TRmin vol eafe etf | $155,000 | +2.6% | 2,130 | +1.7% | 0.11% | -0.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $154,000 | +2.7% | 795 | +0.4% | 0.11% | -0.9% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $141,000 | +2.9% | 3,022 | +1.7% | 0.10% | -1.0% |
| ACWV | Buy | ISHARES INCmin vol gbl etf | $140,000 | +4.5% | 1,516 | +0.9% | 0.10% | +1.0% |
| ORCL | Buy | ORACLE CORP | $134,000 | +6.3% | 2,355 | +0.1% | 0.09% | +2.2% |
| LIN | LINDE PLC | $132,000 | +14.8% | 656 | 0.0% | 0.09% | +10.8% | |
| COST | COSTCO WHSL CORP NEW | $126,000 | +8.6% | 477 | 0.0% | 0.09% | +4.8% | |
| DIS | DISNEY WALT CO | $116,000 | +26.1% | 830 | 0.0% | 0.08% | +21.2% | |
| LMT | LOCKHEED MARTIN CORP | $112,000 | +21.7% | 308 | 0.0% | 0.08% | +18.2% | |
| ES | Buy | EVERSOURCE ENERGY | $112,000 | +7.7% | 1,472 | +0.7% | 0.08% | +4.0% |
| BAC | Buy | BANK AMER CORP | $103,000 | +5.1% | 3,559 | +0.0% | 0.07% | 0.0% |
| CATY | CATHAY GEN BANCORP | $100,000 | +6.4% | 2,784 | 0.0% | 0.07% | +1.5% | |
| NOC | NORTHROP GRUMMAN CORP | $96,000 | +20.0% | 298 | 0.0% | 0.07% | +15.5% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $94,000 | +3.3% | 1,424 | +1.9% | 0.06% | 0.0% |
| PYPL | PAYPAL HLDGS INC | $94,000 | +10.6% | 819 | 0.0% | 0.06% | +6.6% | |
| MTOR | MERITOR INC | $85,000 | +18.1% | 3,516 | 0.0% | 0.06% | +13.5% | |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $83,000 | +1.2% | 556 | +0.4% | 0.06% | -1.7% |
| TSLA | Buy | TESLA INC | $80,000 | +81.8% | 358 | +126.6% | 0.06% | +75.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $80,000 | 0.0% | 1,870 | +0.6% | 0.06% | -3.4% |
| GLD | SPDR GOLD TRUST | $78,000 | +9.9% | 583 | 0.0% | 0.05% | +5.9% | |
| CVX | Buy | CHEVRON CORP NEW | $76,000 | +1.3% | 614 | +0.8% | 0.05% | -1.9% |
| V | VISA INC | $75,000 | +10.3% | 435 | 0.0% | 0.05% | +6.1% | |
| GE | Buy | GENERAL ELECTRIC CO | $72,000 | +4.3% | 6,865 | +0.1% | 0.05% | 0.0% |
| SJM | SMUCKER J M CO | $72,000 | -1.4% | 624 | 0.0% | 0.05% | -5.7% | |
| MS | MORGAN STANLEY | $69,000 | +4.5% | 1,568 | 0.0% | 0.05% | +2.1% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $60,000 | -6.2% | 352 | 0.0% | 0.04% | -8.7% | |
| DFS | DISCOVER FINL SVCS | $61,000 | +8.9% | 784 | 0.0% | 0.04% | +5.0% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $59,000 | +3.5% | 1,051 | +0.4% | 0.04% | 0.0% |
| T | Buy | AT&T INC | $52,000 | +8.3% | 1,546 | +1.6% | 0.04% | +2.9% |
| DOCU | New | DOCUSIGN INC | $50,000 | – | 1,000 | +100.0% | 0.04% | – |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $47,000 | +2.2% | 922 | +0.5% | 0.03% | 0.0% |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $46,000 | -11.5% | 2,847 | 0.0% | 0.03% | -13.5% | |
| IAGG | Buy | ISHARES TRcore intl aggr | $45,000 | +2.3% | 835 | +0.7% | 0.03% | -3.1% |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES | $45,000 | +7.1% | 1,028 | +0.8% | 0.03% | +3.3% |
| NFLX | NETFLIX INC | $42,000 | +2.4% | 114 | 0.0% | 0.03% | -3.3% | |
| INDY | Buy | ISHARES TRindia 50 etf | $40,000 | +2.6% | 1,037 | +0.6% | 0.03% | 0.0% |
| APD | Sell | AIR PRODS & CHEMS INC | $40,000 | -14.9% | 175 | -29.1% | 0.03% | -17.6% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $39,000 | – | 1,000 | +100.0% | 0.03% | – |
| TMO | THERMO FISHER SCIENTIFIC INC | $39,000 | +5.4% | 134 | 0.0% | 0.03% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $38,000 | +15.2% | 600 | 0.0% | 0.03% | +8.3% | |
| NOK | New | NOKIA CORPsponsored adr | $38,000 | – | 7,529 | +100.0% | 0.03% | – |
| F | Sell | FORD MTR CO DEL | $36,000 | -14.3% | 3,538 | -25.3% | 0.02% | -16.7% |
| NKE | NIKE INCcl b | $34,000 | 0.0% | 400 | 0.0% | 0.02% | 0.0% | |
| AABA | ALTABA INC | $35,000 | -5.4% | 500 | 0.0% | 0.02% | -11.1% | |
| EBAY | Buy | EBAY INC | $33,000 | +6.5% | 825 | +0.4% | 0.02% | +4.5% |
| LOW | LOWES COS INC | $31,000 | -8.8% | 308 | 0.0% | 0.02% | -8.3% | |
| UBER | New | UBER TECHNOLOGIES INC | $32,000 | – | 700 | +100.0% | 0.02% | – |
| HON | HONEYWELL INTL INC | $31,000 | +10.7% | 175 | 0.0% | 0.02% | +10.0% | |
| TELL | New | TELLURIAN INC NEW | $32,000 | – | 4,125 | +100.0% | 0.02% | – |
| GOOGL | ALPHABET INCcap stk cl a | $30,000 | -9.1% | 28 | 0.0% | 0.02% | -12.5% | |
| QCOM | QUALCOMM INC | $30,000 | +36.4% | 389 | 0.0% | 0.02% | +31.2% | |
| CI | CIGNA CORP NEW | $29,000 | 0.0% | 182 | 0.0% | 0.02% | -4.8% | |
| JPM | JPMORGAN CHASE & CO | $28,000 | +7.7% | 252 | 0.0% | 0.02% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $24,000 | +14.3% | 191 | 0.0% | 0.02% | +13.3% | |
| AMT | AMERICAN TOWER CORP NEW | $25,000 | +4.2% | 124 | 0.0% | 0.02% | 0.0% | |
| CLGX | CORELOGIC INC | $21,000 | +10.5% | 500 | 0.0% | 0.02% | +7.1% | |
| WMT | New | WALMART INC | $22,000 | – | 198 | +100.0% | 0.02% | – |
| TRV | TRAVELERS COMPANIES INC | $21,000 | +10.5% | 140 | 0.0% | 0.02% | +7.1% | |
| GOOG | ALPHABET INCcap stk cl c | $21,000 | -4.5% | 19 | 0.0% | 0.02% | -6.2% | |
| PRU | PRUDENTIAL FINL INC | $19,000 | +11.8% | 190 | 0.0% | 0.01% | +8.3% | |
| JNJ | JOHNSON & JOHNSON | $19,000 | 0.0% | 136 | 0.0% | 0.01% | -7.1% | |
| TWTR | TWITTER INC | $17,000 | +6.2% | 500 | 0.0% | 0.01% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $17,000 | 0.0% | 193 | 0.0% | 0.01% | 0.0% | |
| VAC | Buy | MARRIOTT VACTINS WORLDWID CO | $16,000 | +6.7% | 166 | +0.6% | 0.01% | 0.0% |
| SAVE | SPIRIT AIRLS INC | $14,000 | -12.5% | 300 | 0.0% | 0.01% | -16.7% | |
| PEP | PEPSICO INC | $15,000 | +7.1% | 113 | 0.0% | 0.01% | 0.0% | |
| HPQ | Sell | HP INC | $13,000 | -23.5% | 632 | -26.8% | 0.01% | -25.0% |
| NTNX | NUTANIX INCcl a | $13,000 | -31.6% | 500 | 0.0% | 0.01% | -35.7% | |
| KHC | KRAFT HEINZ CO | $12,000 | 0.0% | 372 | 0.0% | 0.01% | -11.1% | |
| HST | Buy | HOST HOTELS & RESORTS INC | $12,000 | 0.0% | 667 | +1.1% | 0.01% | -11.1% |
| BKNG | BOOKING HLDGS INC | $11,000 | +10.0% | 6 | 0.0% | 0.01% | +14.3% | |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $10,000 | -23.1% | 649 | -25.3% | 0.01% | -22.2% |
| ROKU | ROKU INC | $10,000 | +42.9% | 110 | 0.0% | 0.01% | +40.0% | |
| MO | ALTRIA GROUP INC | $10,000 | -16.7% | 202 | 0.0% | 0.01% | -22.2% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $10,000 | -9.1% | 76 | 0.0% | 0.01% | -12.5% | |
| OXY | OCCIDENTAL PETE CORP | $10,000 | -23.1% | 200 | 0.0% | 0.01% | -22.2% | |
| DD | New | DUPONT DE NEMOURS INC | $10,000 | – | 132 | +100.0% | 0.01% | – |
| XOM | EXXON MOBIL CORP | $10,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% | |
| SBUX | STARBUCKS CORP | $8,000 | +14.3% | 90 | 0.0% | 0.01% | +20.0% | |
| VSM | VERSUM MATLS INC | $9,000 | 0.0% | 174 | 0.0% | 0.01% | 0.0% | |
| JD | JD COM INCspon adr cl a | $9,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| PM | PHILIP MORRIS INTL INC | $9,000 | -18.2% | 120 | 0.0% | 0.01% | -25.0% | |
| HDV | ISHARES TRcore high dv etf | $9,000 | +12.5% | 91 | 0.0% | 0.01% | 0.0% | |
| HD | HOME DEPOT INC | $9,000 | +12.5% | 43 | 0.0% | 0.01% | 0.0% | |
| CMCSA | COMCAST CORP NEWcl a | $9,000 | +12.5% | 208 | 0.0% | 0.01% | 0.0% | |
| TRP | New | TC ENERGY CORP | $7,000 | – | 134 | +100.0% | 0.01% | – |
| SQ | SQUARE INCcl a | $7,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $7,000 | +16.7% | 108 | +2.9% | 0.01% | +25.0% |
| DOW | New | DOW INC | $7,000 | – | 134 | +100.0% | 0.01% | – |
| MMM | 3M CO | $6,000 | -14.3% | 34 | 0.0% | 0.00% | -20.0% | |
| UNP | UNION PACIFIC CORP | $6,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| WM | WASTE MGMT INC DEL | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SIZE | ISHARES TRusa size factor | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| CSCO | Buy | CISCO SYS INC | $6,000 | 0.0% | 106 | +1.0% | 0.00% | 0.0% |
| GS | GOLDMAN SACHS GROUP INC | $5,000 | 0.0% | 24 | 0.0% | 0.00% | -25.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $4,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| AMZN | AMAZON COM INC | $4,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRUSTishares | $4,000 | 0.0% | 311 | 0.0% | 0.00% | 0.0% | |
| C | CITIGROUP INC | $4,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| CTVA | New | CORTEVA INC | $4,000 | – | 132 | +100.0% | 0.00% | – |
| CLNE | CLEAN ENERGY FUELS CORP | $4,000 | -20.0% | 1,500 | 0.0% | 0.00% | -25.0% | |
| SNAP | SNAP INCcl a | $3,000 | +50.0% | 200 | 0.0% | 0.00% | +100.0% | |
| CAT | CATERPILLAR INC DEL | $3,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| BBY | BEST BUY INC | $3,000 | -25.0% | 50 | 0.0% | 0.00% | -33.3% | |
| ET | Buy | ENERGY TRANSFER LP | $3,000 | 0.0% | 183 | +2.2% | 0.00% | 0.0% |
| JETS | ETF SER SOLUTIONSus glb jets | $3,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES TRus hlthcare etf | $3,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| DXC | Sell | DXC TECHNOLOGY CO | $3,000 | -40.0% | 55 | -25.7% | 0.00% | -50.0% |
| CXW | Buy | CORECIVIC INC | $1,000 | 0.0% | 47 | +2.2% | 0.00% | 0.0% |
| WAB | Sell | WABTEC CORP | $2,000 | 0.0% | 30 | -6.2% | 0.00% | 0.0% |
| LUMN | Buy | CENTURYLINK INC | $2,000 | 0.0% | 137 | +2.2% | 0.00% | 0.0% |
| New | MICRO FOCUS INTERNATIONAL PLspon adr new | $2,000 | – | 73 | +100.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HLDGS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PRSP | Sell | PERSPECTA INC | $1,000 | 0.0% | 27 | -25.0% | 0.00% | 0.0% |
| PSCE | INVESCO EXCHNG TRADED FD TRs&p smlcp engy | $1,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| LE | LANDS END INC NEW | $1,000 | -50.0% | 95 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| FTRCQ | Sell | FRONTIER COMMUNICATIONS CORP | $0 | – | 25 | -13.8% | 0.00% | – |
| S | SPRINT CORPORATION | $0 | – | 9 | 0.0% | 0.00% | – | |
| ARLO | ARLO TECHNOLOGIES INC | $0 | – | 29 | 0.0% | 0.00% | – | |
| NTGR | NETGEAR INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD | $0 | – | 41 | 0.0% | 0.00% | – | |
| CRZO | CARRIZO OIL & GAS INC | $0 | – | 22 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INCcl a | $0 | – | 50 | 0.0% | 0.00% | – | |
| MFGP | Exit | MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | – | -118 | -100.0% | -0.00% | – |
| TRP | Exit | TRANSCANADA CORP | $0 | – | -133 | -100.0% | -0.00% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -47 | -100.0% | -0.01% | – |
| BKR | Exit | BAKER HUGHES A GE COcl a | $0 | – | -436 | -100.0% | -0.01% | – |
| DWDP | Exit | DOWDUPONT INC | $0 | – | -398 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-19
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.