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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
901 CLOROX CO DEL 9,865 1,089 0.27%
902 FIRST TR EXCHANGE TRADED FD 16,421 1,101 0.27%
903 DISNEY WALT CO 10,825 1,135 0.28%
904 VANGUARD INTL EQUITY INDEX F 28,093 1,148 0.28%
905 COCA COLA CO 28,381 1,151 0.28%
906 CLAYMORE EXCHANGE TRD FD TR 53,102 1,171 0.29%
907 PROCTER AND GAMBLE CO 14,373 1,178 0.29%
908 POWERSHARES GLOBAL ETF FD 56,093 1,178 0.29%
909 ISHARES TR 7,674 1,184 0.29%
910 FORD MTR CO DEL 73,599 1,188 0.29%
911 ISHARES TR 3YRTB ETF 15,551 1,215 0.30%
912 FIRST TR EXCHANGE TRADED FD 19,416 1,260 0.31%
913 ISHARES TR 25,638 1,298 0.32%
914 ISHARES TR 11,786 1,304 0.32%
915 VANGUARD INDEX FDS 10,657 1,306 0.32%
916 POWERSHARES ETF TRUST 71,573 1,331 0.33%
917 SPDR SERIES TRUST 34,058 1,336 0.33%
918 FIRST TR EXCHANGE TRADED FD 51,785 1,391 0.34%
919 SCHWAB US DIVIDEND EQUITY ETF 35,397 1,395 0.34%
920 SELECT SECTOR SPDR TR 28,616 1,396 0.34%
921 SPDR SSGA MULTI-ASSET REAL RETURN ETF 54,811 1,436 0.35%
922 VANGUARD MALVERN FDS 29,912 1,450 0.36%
923 SPDR GOLD TR 12,917 1,468 0.36%
924 VANGUARD INDEX FDS 14,627 1,530 0.38%
925 ALPS ETF TR 92,745 1,537 0.38%
926 ISHARES TR 18,259 1,550 0.38%
927 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 50,366 1,569 0.39%
928 VANGUARD INDEX FDS 11,848 1,572 0.39%
929 TARGET CORP 19,557 1,605 0.40%
930 MICROSOFT CORP 43,573 1,771 0.44%
931 FIRST TR EXCHANGE TRADED FD 50,175 1,872 0.46%
932 VANGUARD BD INDEX FDS 24,500 1,973 0.49%
933 POWERSHS DB US DOLLAR INDEX 76,485 1,981 0.49%
934 VANGUARD WHITEHALL FDS 30,028 2,051 0.51%
935 FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF 99,358 2,096 0.52%
936 ISHARES TR 17,864 2,108 0.52%
937 GENERAL ELECTRIC CO 85,567 2,123 0.52%
938 SELECT SECTOR SPDR TR 89,098 2,148 0.53%
939 SCHLUMBERGER LTD 26,185 2,185 0.54%
940 NATIONAL OILWELL VARCO INC 43,746 2,187 0.54%
941 NUSTAR ENERGY LP 36,797 2,234 0.55%
942 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 51,042 2,278 0.56%
943 JOHNSON & JOHNSON 23,307 2,345 0.58%
944 PRICELINE GRP INC 2,019 2,350 0.58%
945 DOW CHEM CO 50,362 2,416 0.60%
946 PHILIP MORRIS INTL INC 32,693 2,463 0.61%
947 ULTRA PETROLEUM CORP 161,405 2,523 0.62%
948 MCDONALDS CORP 25,928 2,526 0.62%
949 ISHARES TR 22,727 2,582 0.64%
950 DUKE ENERGY CORP NEW 33,714 2,589 0.64%
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