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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 INGREDION INC 35,081 2,730 0.67%
52 SPDR SER TR 93,377 2,726 0.67%
53 BAXTER INTL INC 39,048 2,675 0.66%
54 CONSOLIDATED EDISON INC 43,715 2,667 0.66%
55 ISHARES TR 26,322 2,604 0.64%
56 INTERNATIONAL BUSINESS MACHS 16,146 2,591 0.64%
57 DUKE ENERGY CORP NEW 33,714 2,589 0.64%
58 ISHARES TR 22,727 2,582 0.64%
59 MCDONALDS CORP 25,928 2,526 0.62%
60 ULTRA PETROLEUM CORP 161,405 2,523 0.62%
61 PHILIP MORRIS INTL INC 32,693 2,463 0.61%
62 DOW CHEM CO 50,362 2,416 0.60%
63 PRICELINE GRP INC 2,019 2,350 0.58%
64 JOHNSON & JOHNSON 23,307 2,345 0.58%
65 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 51,042 2,278 0.56%
66 NUSTAR ENERGY LP 36,797 2,234 0.55%
67 NATIONAL OILWELL VARCO INC 43,746 2,187 0.54%
68 SCHLUMBERGER LTD 26,185 2,185 0.54%
69 SELECT SECTOR SPDR TR 89,098 2,148 0.53%
70 GENERAL ELECTRIC CO 85,567 2,123 0.52%
71 ISHARES TR 17,864 2,108 0.52%
72 FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF 99,358 2,096 0.52%
73 VANGUARD WHITEHALL FDS 30,028 2,051 0.51%
74 POWERSHS DB US DOLLAR INDEX 76,485 1,981 0.49%
75 VANGUARD BD INDEX FDS 24,500 1,973 0.49%
76 FIRST TR EXCHANGE TRADED FD 50,175 1,872 0.46%
77 MICROSOFT CORP 43,573 1,771 0.44%
78 TARGET CORP 19,557 1,605 0.40%
79 VANGUARD INDEX FDS 11,848 1,572 0.39%
80 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 50,366 1,569 0.39%
81 ISHARES TR 18,259 1,550 0.38%
82 ALPS ETF TR 92,745 1,537 0.38%
83 VANGUARD INDEX FDS 14,627 1,530 0.38%
84 SPDR GOLD TR 12,917 1,468 0.36%
85 VANGUARD MALVERN FDS 29,912 1,450 0.36%
86 SPDR SSGA MULTI-ASSET REAL RETURN ETF 54,811 1,436 0.35%
87 SELECT SECTOR SPDR TR 28,616 1,396 0.34%
88 SCHWAB US DIVIDEND EQUITY ETF 35,397 1,395 0.34%
89 FIRST TR EXCHANGE TRADED FD 51,785 1,391 0.34%
90 SPDR SERIES TRUST 34,058 1,336 0.33%
91 POWERSHARES ETF TRUST 71,573 1,331 0.33%
92 VANGUARD INDEX FDS 10,657 1,306 0.32%
93 ISHARES TR 11,786 1,304 0.32%
94 ISHARES TR 25,638 1,298 0.32%
95 FIRST TR EXCHANGE TRADED FD 19,416 1,260 0.31%
96 ISHARES TR 3YRTB ETF 15,551 1,215 0.30%
97 FORD MTR CO DEL 73,599 1,188 0.29%
98 ISHARES TR 7,674 1,184 0.29%
99 POWERSHARES GLOBAL ETF FD 56,093 1,178 0.29%
100 PROCTER AND GAMBLE CO 14,373 1,178 0.29%
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