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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
LQDIshares Tr
Recent Activity
Increased 1.91%
1.56%
$22.15M
196,051 shares@ $112.99 avg price
ABBVAbbvie Inc
Recent Activity
Increased 2.5%
1.55%
$22.068M
111,747 shares@ $197.49 avg price
IUSBIshares Tr
Recent Activity
Increased 58.08%
1.55%
$22.056M
468,091 shares@ $47.13 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.4%
1.47%
$20.988M
231,143 shares@ $90.81 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 0.98%
1.41%
$20.118M
238,003 shares@ $84.53 avg price
VUGVanguard Index Fds
Recent Activity
Increased 3.16%
1.34%
$19.118M
49,795 shares@ $383.93 avg price
QUALIshares Tr
Recent Activity
Increased 16.06%
1.19%
$16.855M
94,005 shares@ $179.3 avg price
PGProcter And Gamble Co
Recent Activity
Increased 2.81%
1.18%
$16.751M
96,715 shares@ $173.21 avg price
JNJJohnson & Johnson
Recent Activity
Increased 4.68%
1.04%
$14.817M
91,431 shares@ $162.06 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.97%
1.03%
$14.588M
276,237 shares@ $52.82 avg price