$102 Million is the total value of Regal Wealth Group, Inc.'s 188 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DXD | New | PROSHARES TR | $74,000 | – | 2,579 | +100.0% | 0.07% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $46,000 | – | 92 | +100.0% | 0.04% | – |
| PANW | New | PALO ALTO NETWORKS INC | $21,000 | – | 130 | +100.0% | 0.02% | – |
| CREE | New | CREE INC | $21,000 | – | 600 | +100.0% | 0.02% | – |
| GOLD | New | BARRICK GOLD CORPORATION | $20,000 | – | 1,080 | +100.0% | 0.02% | – |
| FNV | New | FRANCO NEVADA CORP | $19,000 | – | 190 | +100.0% | 0.02% | – |
| CCJ | New | CAMECO CORP | $18,000 | – | 2,420 | +100.0% | 0.02% | – |
| PAAS | New | PAN AMERN SILVER CORP | $8,000 | – | 530 | +100.0% | 0.01% | – |
| GILD | New | GILEAD SCIENCES INC | $7,000 | – | 100 | +100.0% | 0.01% | – |
| KO | New | COCA COLA CO | $5,000 | – | 112 | +100.0% | 0.01% | – |
| HGV | New | HILTON GRAND VACATIONS INC | $3,000 | – | 218 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-23
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.