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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
51 VIAD CORP 114 3 0.00%
52 VERIZON COMMUNICATIONS INC 11,320 550 0.14%
53 VERITIV CORP 6 0 0.00%
54 VERIFONE SYS INC 40 1 0.00%
55 VENTAS INC 4,896 358 0.09%
56 VECTOR GROUP LTD 3,729 82 0.02%
57 VARIAN MED SYS INC 30,506 2,870 0.71%
58 VANGUARD WORLD FDS 1,202 130 0.03%
59 VANGUARD WORLD FDS 119 15 0.00%
60 VANGUARD WORLD FDS 1,073 136 0.03%
61 VANGUARD WORLD FD 1,196 116 0.03%
62 VANGUARD WORLD FD 705 50 0.01%
63 VANGUARD WORLD FD 713 78 0.02%
64 VANGUARD WORLD FD 474 64 0.02%
65 VANGUARD WHITEHALL FDS INC 5,245 408 0.10%
66 VANGUARD WHITEHALL FDS 30,028 2,051 0.51%
67 VANGUARD TAX-MANAGED FDS 92,909 3,701 0.91%
68 VANGUARD STAR FDS 265 13 0.00%
69 VANGUARD SPECIALIZED PORTFOL 6,049 487 0.12%
70 VANGUARD SCOTTSDALE FDS 5,134 412 0.10%
71 VANGUARD SCOTTSDALE FDS 3,828 234 0.06%
72 VANGUARD SCOTTSDALE FDS 11,376 608 0.15%
73 VANGUARD SCOTTSDALE FDS 1,735 114 0.03%
74 VANGUARD SCOTTSDALE FDS 3,983 349 0.09%
75 VANGUARD MALVERN FDS 29,912 1,450 0.36%
76 VANGUARD LONG TERM BOND ETF 231 22 0.01%
77 VANGUARD INTL EQUITY INDEX F 3,075 305 0.08%
78 VANGUARD INTL EQUITY INDEX F 28,093 1,148 0.28%
79 VANGUARD INTL EQUITY INDEX F 441 27 0.01%
80 VANGUARD INTL EQUITY INDEX F 1,916 93 0.02%
81 VANGUARD INTL EQUITY INDEX F 938 51 0.01%
82 VANGUARD INDEX FDS 33,146 2,774 0.69%
83 VANGUARD INDEX FDS 2,863 307 0.08%
84 VANGUARD INDEX FDS 552 60 0.01%
85 VANGUARD INDEX FDS 14,627 1,530 0.38%
86 VANGUARD INDEX FDS 4,345 469 0.12%
87 VANGUARD INDEX FDS 5,150 473 0.12%
88 VANGUARD INDEX FDS 1,959 181 0.04%
89 VANGUARD INDEX FDS 11,848 1,572 0.39%
90 VANGUARD INDEX FDS 1,057 139 0.03%
91 VANGUARD INDEX FDS 1,502 143 0.04%
92 VANGUARD INDEX FDS 86,002 7,251 1.79%
93 VANGUARD INDEX FDS 10,657 1,306 0.32%
94 VANGUARD BD INDEX FDS 854 71 0.02%
95 VANGUARD BD INDEX FDS 24,500 1,973 0.49%
96 VANGUARD BD INDEX FDS 207 18 0.00%
97 VANGUARD ADMIRAL FDS INC 535 55 0.01%
98 VALERO ENERGY CORP NEW 67 4 0.00%
99 VALE S A 4,648 26 0.01%
100 V F CORP 3,244 244 0.06%
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