Regal Investment Advisors LLC
CIK
1559789
City
KENTWOOD
State / Country
MI
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 MIY
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,462 | 17,379 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $158,912 | 13,536 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $145,602 | 12,908 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||