$141 Million is the total value of Regal Wealth Group, Inc.'s 47 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | $319,426 | -0.2% | 2,112 | 0.0% | 0.23% | -3.4% | |
| GLD | SPDR GOLD TR | $221,134 | +9.3% | 1,193 | 0.0% | 0.16% | +5.4% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $115,310 | +4.6% | 13,377 | 0.0% | 0.08% | +1.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-24
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.