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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
DGRWWisdomtree Tr
Recent Activity
Exited
0%
$8.611M
110,328 shares@ $78.06 avg price
ELFE L F Beauty Inc
Recent Activity
Exited
0%
$1.755M
8,328 shares@ $210.73 avg price
DEODiageo Plc
Recent Activity
Exited
0%
$1.516M
12,024 shares@ $126.08 avg price
FTNTFortinet Inc
Recent Activity
Exited
0%
$1.247M
20,690 shares@ $60.28 avg price
HEGDListed Fd Tr
Recent Activity
Exited
0%
$1.106M
51,993 shares@ $21.28 avg price
BALTInnovator Etfs Trust
Recent Activity
Exited
0%
$920,270
30,645 shares@ $30.04 avg price
COINCoinbase Global Inc
Recent Activity
Exited
0%
$873,587
3,931 shares@ $222.24 avg price
USFRWisdomtree Tr
Recent Activity
Exited
0%
$820,167
16,302 shares@ $50.32 avg price
WENWendys Co
Recent Activity
Exited
0%
$804,564
47,439 shares@ $16.96 avg price
TUASimplify Exchange Traded Fun
Recent Activity
Exited
0%
$508,148
23,834 shares@ $21.33 avg price