$164 Million is the total value of Regal Wealth Group, Inc.'s 221 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATO | New | ATMOS ENERGY CORP | $65,000 | – | 678 | +100.0% | 0.04% | – |
| CRM | New | SALESFORCE COM INC | $54,000 | – | 243 | +100.0% | 0.03% | – |
| CIEN | New | CIENA CORP | $53,000 | – | 1,000 | +100.0% | 0.03% | – |
| VSAT | New | VIASAT INC | $33,000 | – | 1,000 | +100.0% | 0.02% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $30,000 | – | 1,644 | +100.0% | 0.02% | – |
| PINS | New | PINTEREST INCcl a | $28,000 | – | 420 | +100.0% | 0.02% | – |
| LX | New | LEXINFINTECH HLDGS LTDadr | $27,000 | – | 4,000 | +100.0% | 0.02% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $15,000 | – | 300 | +100.0% | 0.01% | – |
| NIO | New | NIO INCspon ads | $15,000 | – | 300 | +100.0% | 0.01% | – |
| PFE | New | PFIZER INC | $11,000 | – | 300 | +100.0% | 0.01% | – |
| GBT | New | GLOBAL BLOOD THERAPEUTICS IN | $9,000 | – | 200 | +100.0% | 0.01% | – |
| HYLN | New | HYLIION HOLDINGS CORP | $3,000 | – | 200 | +100.0% | 0.00% | – |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $1,000 | – | 17 | +100.0% | 0.00% | – |
| IPOC | New | SOCIAL CAP HEDSPIA HLDG CO I | $1,000 | – | 34 | +100.0% | 0.00% | – |
| NEE | New | NEXTERA ENERGY INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| SENS | New | SENSEONICS HLDGS INC | $0 | – | 300 | +100.0% | 0.00% | – |
| HEPA | New | HEPION PHARMACEUTICALS INC | $0 | – | 200 | +100.0% | 0.00% | – |
| TGT | New | TARGET CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-22
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.