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 |
|---|---|---|---|---|---|---|---|---|---|
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 51 | $6,911,444 | 164,833 | 0.00 | 0.00 | -111,426 | -40.33 | 12-31-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 52 | $6,825,212 | 169,739 | 0.00 | 0.00 | -259 | -0.15 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53 | $6,777,664 | 19,003 | 0.00 | 0.00 | 4,649 | 32.39 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 54 | $6,709,431 | 28,284 | 0.00 | 0.00 | 392 | 1.41 | 12-31-2023 |
