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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
VIGVanguard Specialized Funds
Recent Activity
Increased 1.67%
0.96%
$13.683M
69,085 shares@ $198.07 avg price
IVWIshares Tr
Recent Activity
Increased 16.07%
0.94%
$13.34M
139,320 shares@ $95.76 avg price
VZVerizon Communications Inc
Recent Activity
Increased 8.17%
0.79%
$11.222M
249,868 shares@ $44.92 avg price
PFFIshares Tr
Recent Activity
Increased 3.37%
0.79%
$11.159M
335,811 shares@ $33.23 avg price
MDTMedtronic Plc
Recent Activity
Increased 4.95%
0.72%
$10.224M
113,557 shares@ $90.04 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 33.38%
0.71%
$10.139M
204,944 shares@ $49.48 avg price
EFVIshares Tr
Recent Activity
Increased 200.98%
0.68%
$9.64M
167,564 shares@ $57.53 avg price
EFGIshares Tr
Recent Activity
Increased 18.04%
0.66%
$9.348M
86,835 shares@ $107.65 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.94%
0.65%
$9.276M
30,462 shares@ $304.51 avg price
PFEPfizer Inc
Recent Activity
Increased 13.05%
0.65%
$9.239M
319,232 shares@ $28.94 avg price