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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
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
AFLAflac Inc
Recent Activity
Decreased -3.25%
0.76%
$10.799M
96,589 shares@ $111.8 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
VOOVanguard Index Fds
Recent Activity
Decreased -33.34%
0.7%
$9.886M
18,734 shares@ $527.69 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -30.71%
0.69%
$9.814M
52,671 shares@ $186.33 avg price
EFVIshares Tr
Recent Activity
Increased 200.98%
0.68%
$9.64M
167,564 shares@ $57.53 avg price
EMREmerson Elec Co
Recent Activity
Decreased -1.79%
0.68%
$9.602M
87,790 shares@ $109.37 avg price
EFGIshares Tr
Recent Activity
Increased 18.04%
0.66%
$9.348M
86,835 shares@ $107.65 avg price