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Institutional Investment Manager
Regal Investment Advisors LLC
Regal Investment Advisors LLC (CIK: 0001559789) incorporated in Michigan, located at 2687 44th Street Se, Kentwood, MI. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Original 13F HR (0001606587-15-000138) filed in 2015.04.30
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 117,999 14,362 3.55%
2 ISHARES TR 73,930 8,238 2.04%
3 LA Z BOY INC COM 273,290 7,682 1.90%
4 ISHARES TR 181,322 7,481 1.85%
5 ISHARES 20 YEAR TREASURY BOND ETF 55,686 7,278 1.80%
6 VANGUARD INDEX FDS 86,002 7,251 1.79%
7 ISHARES TR 34,245 7,117 1.76%
8 ISHARES TR 97,005 6,225 1.54%
9 ISHARES TR 154,623 6,205 1.53%
10 POWERSHARES QQQ TRUST 51,178 5,404 1.33%
11 ISHARES TR 35,472 5,391 1.33%
12 ISHARES TR 120,572 4,836 1.19%
13 ISHARES TR 35,959 4,472 1.10%
14 SPDR S&P 500 ETF TR 21,078 4,351 1.07%
15 SPDR SERIES TRUST 93,106 4,188 1.03%
16 LOWES COS INC 52,942 3,938 0.97%
17 VANGUARD TAX-MANAGED FDS 92,909 3,701 0.91%
18 BERKSHIRE HATHAWAY INC DEL 25,259 3,645 0.90%
19 AT&T INC 108,468 3,541 0.87%
20 ISHARES TR 102,503 3,448 0.85%
21 SPDR S&P MIDCAP 400 ETF TR 12,293 3,408 0.84%
22 HCP INC 77,976 3,369 0.83%
23 ABBOTT LABS 71,895 3,331 0.82%
24 DICKS SPORTING GOODS INC 57,683 3,287 0.81%
25 CREDIT ACCEP CORP MICH 16,853 3,286 0.81%
26 WESTERN UN CO 157,677 3,281 0.81%
27 ISHARES TR 29,445 3,249 0.80%
28 NUCOR CORP 68,307 3,247 0.80%
29 JPMORGAN CHASE & CO 75,587 3,235 0.80%
30 EXPRESS SCRIPTS HLDG CO 37,163 3,225 0.80%
31 COGNIZANT TECHNOLOGY SOLUTIO 51,543 3,216 0.79%
32 FIRST TR EXCHANGE TRADED FD 117,064 3,153 0.78%
33 Syntel Inc Com 59,621 3,084 0.76%
34 LABORATORY CORP AMER HLDGS 24,029 3,030 0.75%
35 ABBVIE INC 51,743 3,029 0.75%
36 BLACKROCK INC 8,269 3,025 0.75%
37 WADDELL & REED FINL INC 61,030 3,023 0.75%
38 SOUTHWEST AIRLS CO 68,034 3,014 0.74%
39 ALTRIA GROUP INC 59,921 2,997 0.74%
40 GAP 68,640 2,974 0.73%
41 MONSANTO CO NEW 26,275 2,957 0.73%
42 MUELLER INDS INC COM 81,465 2,943 0.73%
43 APPLE INC 23,139 2,879 0.71%
44 VARIAN MED SYS INC 30,506 2,870 0.71%
45 CONOCOPHILLIPS 45,989 2,863 0.71%
46 GILEAD SCIENCES INC 28,940 2,840 0.70%
47 VANGUARD INDEX FDS 33,146 2,774 0.69%
48 SPDR SER TR 35,205 2,753 0.68%
49 POLARIS INDS INC 19,490 2,750 0.68%
50 LAS VEGAS SANDS CORP 49,646 2,733 0.68%
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