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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
SPDWSpdr Index Shs Fds
Recent Activity
Exited
0%
$502,759
14,332 shares@ $35.08 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Exited
0%
$495,456
12,158 shares@ $40.76 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$465,074
7,319 shares@ $63.55 avg price
OMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$426,167
8,119 shares@ $52.5 avg price
EWEdwards Lifesciences Corp
Recent Activity
Exited
0%
$419,176
4,538 shares@ $92.38 avg price
ANSSAnsys Inc
Recent Activity
Exited
0%
$418,397
1,301 shares@ $321.6 avg price
SQBlock Inc
Recent Activity
Exited
0%
$417,509
6,474 shares@ $64.5 avg price
PALCPacer Fds Tr
Recent Activity
Exited
0%
$417,137
8,576 shares@ $48.65 avg price
STPZPimco Etf Tr
Recent Activity
Exited
0%
$415,861
8,053 shares@ $51.65 avg price
EWJIshares Inc
Recent Activity
Exited
0%
$411,351
6,028 shares@ $68.25 avg price