$130 Million is the total value of Regal Wealth Group, Inc.'s 44 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDSmid cap etf | $1,871,000 | -2.7% | 9,762 | 0.0% | 1.44% | +4.0% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $1,849,000 | -2.0% | 10,001 | 0.0% | 1.43% | +4.8% | |
| EIX | EDISON INTL | $333,000 | -10.2% | 5,867 | 0.0% | 0.26% | -4.1% | |
| PG | PROCTER AND GAMBLE CO | $274,000 | -9.9% | 2,112 | 0.0% | 0.21% | -3.7% | |
| CVX | CHEVRON CORP NEW | $269,000 | +15.9% | 1,600 | 0.0% | 0.21% | +24.6% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $86,000 | -6.5% | 13,377 | 0.0% | 0.07% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 33 | Q4 2023 | 18.3% |
| ISHARES TR | 33 | Q4 2023 | 9.8% |
| ISHARES TR | 33 | Q4 2023 | 18.1% |
| ISHARES TR | 33 | Q4 2023 | 11.1% |
| ISHARES TR | 33 | Q4 2023 | 13.7% |
| ISHARES TR | 33 | Q4 2023 | 11.2% |
| ISHARES TR | 33 | Q4 2023 | 13.0% |
| ISHARES TR | 33 | Q4 2023 | 7.2% |
| BOEING CO | 33 | Q4 2023 | 10.1% |
| ROCKWELL AUTOMATION INC | 33 | Q4 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.