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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
CNACna Finl Corp
Recent Activity
New Position
0.03%
$332,842
6,801 shares@ $48.95 avg price
FIWFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.03%
$321,325
2,939 shares@ $109.34 avg price
UBTProshares Tr
Recent Activity
New Position
0.03%
$320,529
15,006 shares@ $21.37 avg price
FDVVFidelity Covington Trust
Recent Activity
New Position
0.03%
$317,230
6,263 shares@ $50.66 avg price
WTVWisdomtree Tr
Recent Activity
New Position
0.03%
$304,987
3,812 shares@ $80.01 avg price
PYPLPaypal Hldgs Inc
Recent Activity
New Position
0.02%
$285,044
3,653 shares@ $78.04 avg price
8726⤦Tpi Composites Inc
Recent Activity
New Position
0.02%
$161,174
292,000 shares@ $0.56 avg price
INDIIndie Semiconductor Inc
Recent Activity
New Position
0.01%
$40,643
10,186 shares@ $4.0 avg price
HOWLWerewolf Therapeutics Inc
Recent Activity
New Position
0.01%
$30,654
14,459 shares@ $2.13 avg price
VTNRQVertex Energy Inc
Recent Activity
New Position
0.01%
$1,503
13,000 shares@ $0.12 avg price