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Thomas J Bonnington

@Regal Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$1.428BTotal holdings499
Assets growth rate-6.81%Assets growth rate (2-Q avg)-1.01%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Regal Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 499 positions.

Assets under management

The assets under management (AUM) of Regal Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.428B in assets, with a quarterly growth rate of -6.81% and a 2-quarter average growth rate of -1.01%. The portfolio is managed by Thomas J Bonnington, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XONEBondbloxx Etf Trust
Recent Activity
New Position
0.07%
$942,594
18,875 shares@ $49.94 avg price
IEURIshares Tr
Recent Activity
New Position
0.06%
$832,113
13,657 shares@ $60.93 avg price
XSVNBondbloxx Etf Trust
Recent Activity
New Position
0.05%
$705,209
14,374 shares@ $49.07 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
New Position
0.05%
$602,131
1,057 shares@ $569.67 avg price
SNPSSynopsys Inc
Recent Activity
New Position
0.04%
$443,599
876 shares@ $506.4 avg price
FRPTFreshpet Inc
Recent Activity
New Position
0.03%
$420,022
3,071 shares@ $136.78 avg price
HPEHewlett Packard Enterprise C
Recent Activity
New Position
0.03%
$388,495
18,988 shares@ $20.47 avg price
MELIMercadolibre Inc
Recent Activity
New Position
0.03%
$375,509
183 shares@ $2051.97 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
New Position
0.03%
$368,833
3,476 shares@ $106.11 avg price
BLVVanguard Bd Index Fds
Recent Activity
New Position
0.03%
$355,329
4,727 shares@ $75.18 avg price