Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REGAL INVESTMENT ADVISORS LLC | 02-14-2024 | 12-31-2023 | 544 | 1,321,954,323 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LA Z BOY INC | COM | 101 | $4,055,884 | 109,856 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WALMART INC | COM | 102 | $4,029,631 | 25,561 | 0.00 | 0.00 | 1,197 | 4.91 | 12-31-2023 |
| ISHARES TR | 20 YR TR BD ETF | 103 | $3,948,123 | 39,929 | 0.00 | 0.00 | 19 | 0.05 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 104 | $3,922,928 | 48,945 | 0.00 | 0.00 | -46,496 | -48.72 | 12-31-2023 |
