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REGAL WEALTH GROUP, INC. Information

12501 SEAL BEACH BOULEVARD, SEAL BEACH, California, 90740, (562) 799-1929

Report Date: 03/31/2019

Position Statistics

Total Positions 175
New Positions 3
Increased Positions 65
Decreased Positions 20
Positions with Activity 85
Sold Out Positions 7
Total Mkt Value (in $ millions) 140

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

Sector Weighting

Energy 0.08%
Basic Materials 0.15%
Industrials 11.68%
Consumer Cyclicals 0.87%
Consumer Non-Cyclicals 0.29%
Financials 77.66%
Healthcare 0.53%
Technology 2.87%
Telecommunication Services 0.23%
Utilities 0.6%

175 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR S&P 500 GRWT ETF 18,220 4,441 32.23 102,855
ISHARES TR S&P 500 VAL ETF 17,367 4,137 31.27 151,323
ISHARES TR CORE S&P500 ETF 10,426 826 8.61 35,797
BOEING CO COM 9,356 203 2.22 26,951
ISHARES TR IBOXX INV CP ETF 9,032 149 1.67 74,173
ISHARES TR MIN VOL USA ETF 8,712 2,133 32.41 140,728
ISHARES TR CORE US AGGBD ET 8,338 169 2.07 75,405
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 7,081 1,424 25.17 66,819
ISHARES TR USA MOMENTUM FCT 6,807 1,729 34.06 57,672
ISHARES TR IBOXX HI YD ETF 4,896 180 3.82 56,742
ROCKWELL AUTOMATION INC COM 4,824 9 .19 30,818
ISHARES TR CORE S&P SCP ETF 3,607 1,118 44.92 47,433
ISHARES TR RUS 1000 GRW ETF 3,218 -12 (0.38) 20,699
ISHARES TR 0-5YR HI YL CP 3,201 60 1.90 68,977
ISHARES TR RUS 1000 VAL ETF 2,707 8 .30 21,552
ISHARES TR RUS 1000 ETF 1,741 .03 10,833
VANGUARD INDEX FDS MID CAP ETF 1,726 New 10,500
UNITED TECHNOLOGIES CORP COM 1,622 7 .41 12,948
ISHARES TR RUSSELL 2000 ETF 1,563 .01 10,304
VANGUARD INDEX FDS TOTAL STK MKT 1,535 New 10,400