Long-term investor

Regal Investment Advisors LLC @regalinvestmentadvisorsl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001559789).

Record

  • Tracked since 2025-06-30 (446 days), 75 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +15.2% · all +15.2%
  • Max drawdown n/a · win rate 27% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 6.6% · long · since 2025-06-30
  • 46090E103 · 2.2% · long · since 2025-06-30
  • AAPL · 1.9% · long · since 2025-06-30
  • 78462F103 · 1.9% · long · since 2025-06-30
  • 46434V613 · 1.7% · long · since 2025-06-30
  • 808524797 · 1.5% · long · since 2025-06-30
  • 464287242 · 1.4% · long · since 2025-06-30
  • NVDA · 1.4% · long · since 2025-06-30
  • 33733E104 · 1.4% · long · since 2025-06-30
  • 922908736 · 1.4% · long · since 2025-06-30
  • 464287309 · 1.2% · long · since 2025-06-30
  • MSFT · 1.2% · long · since 2025-06-30

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