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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
AMZNAmazon Com Inc
Recent Activity
Decreased -30.71%
0.69%
$9.814M
52,671 shares@ $186.33 avg price
EMREmerson Elec Co
Recent Activity
Decreased -1.79%
0.68%
$9.602M
87,790 shares@ $109.37 avg price
IEFAIshares Tr
Recent Activity
Decreased -3.53%
0.64%
$9.011M
115,457 shares@ $78.05 avg price
MOAltria Group Inc
Recent Activity
Decreased -31.8%
0.62%
$8.769M
171,798 shares@ $51.04 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.75%
0.6%
$8.48M
29,949 shares@ $283.17 avg price
TAt&t Inc
Recent Activity
Decreased -2.68%
0.57%
$8.053M
366,038 shares@ $22.01 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -12.5%
0.56%
$7.937M
17,245 shares@ $460.26 avg price
ITOTIshares Tr
Recent Activity
Decreased -69.28%
0.55%
$7.835M
62,370 shares@ $125.62 avg price
ONEQFidelity Comwlth Tr
Recent Activity
Decreased -70.32%
0.54%
$7.599M
106,138 shares@ $71.6 avg price
EEMIshares Tr
Recent Activity
Decreased -2.01%
0.54%
$7.572M
165,106 shares@ $45.87 avg price