$155 Million is the total value of Regal Wealth Group, Inc.'s 204 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $111,000 | – | 1,033 | +100.0% | 0.07% | – |
| SPLK | New | SPLUNK INC | $55,000 | – | 368 | +100.0% | 0.04% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $49,000 | – | 477 | +100.0% | 0.03% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $40,000 | – | 833 | +100.0% | 0.03% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $30,000 | – | 462 | +100.0% | 0.02% | – |
| MCHI | New | ISHARES TRmsci china etf | $28,000 | – | 436 | +100.0% | 0.02% | – |
| ITA | New | ISHARES TRus aer def etf | $26,000 | – | 117 | +100.0% | 0.02% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $26,000 | – | 900 | +100.0% | 0.02% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $26,000 | – | 103 | +100.0% | 0.02% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $24,000 | – | 378 | +100.0% | 0.02% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $23,000 | – | 756 | +100.0% | 0.02% | – |
| XLC | New | SELECT SECTOR SPDR TR | $23,000 | – | 425 | +100.0% | 0.02% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $23,000 | – | 248 | +100.0% | 0.02% | – |
| INDA | New | ISHARES TRmsci india etf | $21,000 | – | 607 | +100.0% | 0.01% | – |
| XHB | New | SPDR SERIES TRUSTs&p homebuild | $21,000 | – | 472 | +100.0% | 0.01% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $22,000 | – | 176 | +100.0% | 0.01% | – |
| KRE | New | SPDR SERIES TRUSTs&p regl bkg | $16,000 | – | 278 | +100.0% | 0.01% | – |
| FBT | New | FIRST TR EXCHANGE TRADED FDny arca biotech | $12,000 | – | 78 | +100.0% | 0.01% | – |
| MCK | New | MCKESSON CORP | $12,000 | – | 88 | +100.0% | 0.01% | – |
| FDN | New | FIRST TR EXCHANGE TRADED FDdj internt idx | $10,000 | – | 71 | +100.0% | 0.01% | – |
| ERJ | New | EMBRAER S Asponsored ads | $2,000 | – | 100 | +100.0% | 0.00% | – |
| RDVY | New | FIRST TR EXCHANGE TRADED FDrisng divd achiv | $1,000 | – | 14 | +100.0% | 0.00% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $0 | – | 3 | +100.0% | 0.00% | – |
| CPE | New | CALLON PETE CO DEL | $0 | – | 38 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-22
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.