Dark
Light
System
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 (2015Q2)
Portfolio Summary: 972 holdings with a total value of $369,776,000.
#
Name
Shares
Value ($)
%
Options
Notes
951 APPLE INC 27,266 3,419,000 0.92%
952 EXPRESS SCRIPTS HLDG CO 38,907 3,460,000 0.94%
953 ABBVIE INC 52,390 3,520,000 0.95%
954 BERKSHIRE HATHAWAY INC DEL 26,118 3,554,000 0.96%
955 Ishares - Japan 281,407 3,604,000 0.97%
956 LOWES COS INC 54,490 3,649,000 0.99%
957 GILEAD SCIENCES INC 32,589 3,815,000 1.03%
958 AT&T INC 109,593 3,892,000 1.05%
959 VANGUARD TAX-MANAGED FDS 99,169 3,932,000 1.06%
960 ISHARES TR 35,342 4,166,000 1.13%
961 POWERSHARES ETF TRUST II 176,088 4,189,000 1.13%
962 CREDIT ACCEP CORP MICH 17,062 4,200,000 1.14%
963 ISHARES TR 36,388 4,210,000 1.14%
964 SPDR SERIES TRUST 114,858 4,413,000 1.19%
965 ISHARES TR 131,848 5,164,000 1.40%
966 ISHARES TR 48,743 5,302,000 1.43%
967 ISHARES TR 44,787 5,592,000 1.51%
968 SPDR S&P 500 ETF TR 28,531 5,873,000 1.59%
969 LA Z BOY INC COM 274,240 7,223,000 1.95%
970 ISHARES TR 181,046 7,299,000 1.97%
971 ISHARES TR 116,088 7,370,000 1.99%
972 ISHARES TR 202,186 8,010,000 2.17%
Page 20 of 20

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-15-000206, filed 2015.07.23).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.