REGAL INVESTMENT ADVISORS LLC Information

2687 44TH STREET SE, KENTWOOD, Michigan, 49512, (616) 224-2204

Report Date: 03/31/2015

Position Statistics

Total Positions 1,096
New Positions 154
Increased Positions 483
Decreased Positions 338
Positions with Activity 821
Sold Out Positions 89
Total Mkt Value (in $ millions) 397

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.86%
Capital Goods 1.02%
Conglomerates 0%
Consumer Cyclical 3.65%
Consumer/Non-Cyclical 3.83%
Energy 3.89%
Financial 55.97%
Healthcare 5.97%
Services 10.23%
Technology 4.54%
Transportation 0.83%
Utilities 2.23%

1,096 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ABBVIE INC COM 3,545 382 12.08 51,743
BERKSHIRE HATHAWAY INC DEL CL B NEW 3,474 234 7.23 25,259
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 3,372 60 1.82 12,293
GILEAD SCIENCES INC COM 3,357 3,304 6,191.30 28,940
EXPRESS SCRIPTS HLDG CO COM 3,334 277 9.06 37,163
ISHARES INTL SEL DIV ETF 3,323 204 6.55 102,503
WESTERN UN CO COM 3,215 171 5.63 157,677
COGNIZANT TECHNOLOGY SOLUTIONS CL A 3,202 163 5.38 51,543
ISHARES MBS ETF 3,188 -317 (9.04) 29,445
FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV 3,094 660 27.13 117,064
NUCOR CORP COM 3,039 358 13.37 68,307
DICKS SPORTING GOODS INC COM 2,989 104 3.59 57,683
JPMORGAN CHASE & CO ALERIAN ML ETN 2,949 162 5.81 75,587
ALTRIA GROUP INC COM 2,942 311 11.81 59,921
LABORATORY CORP AMER HLDGS COM NEW 2,936 206 7.55 24,029
APPLE INC COM 2,929 604 25.97 23,139
POLARIS INDS INC COM 2,898 2,898 New 19,490
HCP INC COM 2,879 219 8.25 77,976
BLACKROCK INC COM 2,873 305 11.88 8,269
WADDELL & REED FINL INC CL A 2,856 2,856 New 61,030