$152 Million is the total value of Regal Wealth Group, Inc.'s 46 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $579,904 | -4.5% | 5,320 | 0.0% | 0.38% | -11.8% | |
| TSLA | TESLA INC | $440,186 | +52.0% | 1,604 | 0.0% | 0.29% | +40.3% | |
| EIX | EDISON INTL | $347,684 | -5.3% | 5,049 | 0.0% | 0.23% | -12.6% | |
| PG | PROCTER AND GAMBLE CO | $314,272 | -1.6% | 2,112 | 0.0% | 0.21% | -9.3% | |
| CVX | CHEVRON CORP NEW | $247,585 | -9.6% | 1,605 | 0.0% | 0.16% | -16.9% | |
| GLD | SPDR GOLD TR | $213,118 | -3.6% | 1,193 | 0.0% | 0.14% | -10.8% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $105,812 | -8.2% | 13,377 | 0.0% | 0.07% | -15.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-11
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.