$146 Million is the total value of Regal Wealth Group, Inc.'s 42 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TRs&p 500 val etf | $1,848,138 | -3.7% | 12,013 | 0.0% | 1.26% | +0.2% | |
| UNH | UNITEDHEALTH GROUP INC | $499,507 | +9.2% | 991 | 0.0% | 0.34% | +13.7% | |
| TSLA | TESLA INC | $401,353 | -8.8% | 1,604 | 0.0% | 0.27% | -5.2% | |
| EIX | EDISON INTL | $319,561 | -8.1% | 5,049 | 0.0% | 0.22% | -4.4% | |
| PG | PROCTER AND GAMBLE CO | $308,063 | -2.0% | 2,112 | 0.0% | 0.21% | +1.9% | |
| EUSA | ISHARES INCmsci equal weite | $268,636 | -3.7% | 3,572 | 0.0% | 0.18% | 0.0% | |
| GLD | SPDR GOLD TR | $204,540 | -4.0% | 1,193 | 0.0% | 0.14% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
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.