Regal Investment Advisors LLC
Top Portfolio Positions
285 positions ·
$625,468,015 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
127,198 | $32,281,580 | 5.16% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
54,916 | $31,696,416 | 5.07% | |
| SPY |
Spdr S&P 500 ETF Trust
|
46,742 | $30,398,192 | 4.86% | |
| NVDA |
Nvidia Corp
Technology
|
133,066 | $23,206,710 | 3.71% | |
| MSFT |
Microsoft Corp
Technology
|
60,289 | $22,317,179 | 3.57% | |
| JNJ |
Johnson & Johnson
Healthcare
|
69,190 | $16,912,803 | 2.70% | |
| ABBV |
AbbVie Inc.
Healthcare
|
71,921 | $15,642,098 | 2.50% | |
| CVX |
Chevron Corp
Energy
|
65,106 | $13,470,431 | 2.15% | |
| VZ |
Verizon Communications Inc
Communication Services
|
227,786 | $11,434,857 | 1.83% | |
| PFE |
Pfizer Inc
Healthcare
|
387,317 | $10,875,861 | 1.74% |
Portfolio Trend
Holdings in MBWM
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $533,280 | 10,560 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $507,936 | 10,560 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $607,500 | 13,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $626,535 | 13,500 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $586,440 | 13,500 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $600,615 | 13,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $590,220 | 13,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $547,695 | 13,500 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $519,615 | 13,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $545,130 | 13,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $417,285 | 13,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $476,500 | 17,252 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $526,495 | 17,217 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $575,286 | 17,183 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $509,585 | 17,152 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $547,047 | 17,122 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $605,363 | 17,091 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $597,821 | 17,066 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $566,482 | 17,686 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $563,230 | 18,650 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $451,103 | 16,603 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||