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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
101 CLAYMORE EXCHANGE TRD FD TR 53,102 1,171 0.29%
102 COCA COLA CO 28,381 1,151 0.28%
103 VANGUARD INTL EQUITY INDEX F 28,093 1,148 0.28%
104 DISNEY WALT CO 10,825 1,135 0.28%
105 FIRST TR EXCHANGE TRADED FD 16,421 1,101 0.27%
106 CLOROX CO DEL 9,865 1,089 0.27%
107 ISHARES TR 11,888 1,077 0.27%
108 PHILLIPS 66 13,381 1,052 0.26%
109 WISDOMTREE TR 14,400 1,038 0.26%
110 3M CO 6,292 1,038 0.26%
111 ISHARES TR 9,494 996 0.25%
112 ISHARES INC 24,094 992 0.25%
113 EXXON MOBIL CORP 11,409 970 0.24%
114 ISHARES TR 12,080 958 0.24%
115 CHEVRON CORP NEW 8,917 936 0.23%
116 SELECT SECTOR SPDR TR 12,889 934 0.23%
117 PNC FINL SVCS GROUP INC 9,745 909 0.22%
118 ISHARES TR 8,534 901 0.22%
119 AFLAC INC 13,997 896 0.22%
120 ISHARES TR 7,805 864 0.21%
121 EMERSON ELEC CO 14,930 845 0.21%
122 FIRST TR EXCHANGE TRADED FD 23,203 830 0.21%
123 QUALCOMM INC 11,681 810 0.20%
124 FIRST TR EXCHANGE TRADED FD 31,407 794 0.20%
125 GS FIN CORP 45,066 793 0.20%
126 SYSCO CORP 20,900 789 0.19%
127 Market Vectors Agribusiness ET 14,279 765 0.19%
128 PFIZER INC 21,592 751 0.19%
129 ISHARES TR 9,422 734 0.18%
130 FIRST TR EXCHANGE-TRADED FD 6,145 727 0.18%
131 CINCINNATI FIN 13,512 720 0.18%
132 POWERSHARES ETF TR II 25,277 718 0.18%
133 UNITED STATES NATL GAS FUND 51,055 676 0.17%
134 STEEL DYNAMICS INC 33,650 676 0.17%
135 UNITED STATES OIL FUND LP 39,879 672 0.17%
136 FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF 20,933 665 0.16%
137 KIMBERLY CLARK CORP 6,064 650 0.16%
138 ISHARES TR 8,528 640 0.16%
139 WAL-MART STORES INC 7,735 636 0.16%
140 ISHARES TR 13,569 630 0.16%
141 SOUTHERN CO 13,795 611 0.15%
142 VANGUARD SCOTTSDALE FDS 11,376 608 0.15%
143 ISHARES TR 12,057 586 0.14%
144 ISHARES TR 5,671 585 0.14%
145 FIRST TR MORNINGSTAR DIV LEA 24,824 578 0.14%
146 Market Vectors Oil Services 16,924 571 0.14%
147 AMERICAN ELEC PWR INC 9,900 557 0.14%
148 ISHARES TR 11,225 555 0.14%
149 VERIZON COMMUNICATIONS INC 11,320 550 0.14%
150 Market Vectors Gold 29,999 547 0.14%
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