Regal Investment Advisors LLC
Top Portfolio Positions
286 positions ·
$629,336,615 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
127,198 | $32,281,580 | 5.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
54,916 | $31,696,416 | 5.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
46,742 | $30,398,192 | 4.83% | |
| NVDA |
Nvidia Corp
Technology
|
133,066 | $23,206,710 | 3.69% | |
| MSFT |
Microsoft Corp
Technology
|
60,289 | $22,317,179 | 3.55% | |
| JNJ |
Johnson & Johnson
Healthcare
|
69,190 | $16,912,803 | 2.69% | |
| ABBV |
AbbVie Inc.
Healthcare
|
71,921 | $15,642,098 | 2.49% | |
| CVX |
Chevron Corp
Energy
|
65,106 | $13,470,431 | 2.14% | |
| VZ |
Verizon Communications Inc
Communication Services
|
227,786 | $11,434,857 | 1.82% | |
| PFE |
Pfizer Inc
Healthcare
|
387,317 | $10,875,861 | 1.73% |
Portfolio Trend
22 quarters · across all stocks
Holdings in LZB
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,530,771 | 109,856 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,094,333 | 109,856 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,770,257 | 109,856 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,083,347 | 109,856 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,294,271 | 109,856 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,786,425 | 109,856 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,716,118 | 109,856 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,095,431 | 109,856 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,132,782 | 109,856 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,055,883 | 109,856 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,392,353 | 109,856 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,146,275 | 109,856 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,194,612 | 109,856 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,506,913 | 109,856 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $2,479,449 | 109,856 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,604,685 | 109,856 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,896,902 | 109,856 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,988,871 | 109,856 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,540,658 | 109,856 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,069,066 | 109,856 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $4,376,663 | 109,856 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $2,972,703 | 109,856 | Shares | Sole | 2020-08-03 | |
| No 13F history on record for this holder in this stock. | ||||||