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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
44
6
9
1
0
0
28
4
5
REGAL WEALTH GROUP INC

Time Period2019-03-31

Total Holdings166

Total Value ($x1000)138,971
Activities
New4

Increased63

Unchanged88

Decreased11

Sold Out7

Top 10 Stock Holdingstotal 71.56%
IVW12.76

IVE12.28

BA7.4

IVV7.33

LQD6.35

 
USMV5.95

AGG5.92

RSP5.02

MTUM4.66

ROK3.89

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVW
12.76%
S&P 500 GRWT ETF
IVE
12.28%
S&P 500 VAL ETF
BA
7.4%
COM
IVV
7.33%
CORE S&P500 ETF
LQD
6.35%
IBOXX INV CP ETF
USMV
5.95%
USA MIN VOL ETF
AGG
5.92%
CORE TOTUSBD ETF
RSP
5.02%
S&P500 EQL WGT
MTUM
4.66%
MSCI USAMOMFCT
ROK
3.89%
COM
HYG
3.53%
IBOXX HI YD ETF
IJR
2.63%
CORE S&P SCP ETF
SHYG
2.32%
0-5YR HI YL CP
IWF
2.25%
RUS 1000 GRW ETF
IWD
1.91%
RUS 1000 VAL ETF
IWB
1.23%
RUS 1000 ETF
VO
1.21%
MID CAP ETF
UTX
1.2%
COM
IWM
1.13%
RUSSELL 2000 ETF
VTI
1.08%
TOTAL STK MKT
MSFT
0.86%
COM
SWKS
0.83%
COM
VB
0.69%
SMALL CP ETF
IWO
0.35%
RUS 2000 GRW ETF
AAPL
0.35%
COM
MRK
0.33%
COM
IWN
0.31%
RUS 2000 VAL ETF
VNQ
0.3%
REIT ETF
MCD
0.3%
COM
EUSA
0.29%
MSCI USA ETF
INTC
0.28%
COM
EXC
0.24%
COM
EIX
0.24%
COM
SPY
0.18%
TR UNIT
ITOT
0.17%
CORE S&P TTL STK
FQAL
0.17%
QLTY FCTOR ETF
PG
0.16%
COM
FB
0.16%
CL A
VZ
0.16%
COM
MAR
0.15%
CL A
UNH
0.14%
COM
DVY
0.13%
SELECT DIVID ETF
ALL
0.13%
COM
ESE
0.12%
COM
BRK.B
0.11%
CL B NEW
EFAV
0.11%
EAFE MIN VOL ETF
IJH
0.11%
CORE S&P MCP ETF
ACWX
0.1%
MSCI ACWI US ETF
ACWV
0.1%
CNTRY MIN VL ETF
ORCL
0.09%
COM
COST
0.08%
COM
LIN
0.08%
COM
ES
0.07%
COM
BAC
0.07%
COM
CATY
0.07%
COM
LMT
0.07%
COM
DIS
0.07%
COM DISNEY
EFA
0.07%
MSCI EAFE ETF
PYPL
0.06%
COM
IJS
0.06%
SP SMCP600VL ETF
EEM
0.06%
MSCI EMG MKT ETF
NOC
0.06%
COM
CVX
0.05%
COM
SJM
0.05%
COM NEW
MTOR
0.05%
COM
GLD
0.05%
GOLD SHS
GE
0.05%
COM
V
0.05%
COM CL A
MS
0.05%
COM NEW
BABA
0.05%
SPONSORED ADS
IWR
0.04%
RUS MID-CAP ETF
DFS
0.04%
COM
VOD
0.04%
SPNSR ADR NO PAR
T
0.03%
COM
APD
0.03%
COM
SLQD
0.03%
0-5YR INVT GR CP
IAGG
0.03%
CORE INTL AGGR
TSLA
0.03%
COM
F
0.03%
COM PAR $0.01
HE
0.03%
COM
NFLX
0.03%
COM
INDY
0.03%
INDIA 50 ETF
TMO
0.03%
COM
AABA
0.03%
COM
LOW
0.02%
COM
NKE
0.02%
CL B
MNST
0.02%
COM
GOOGL
0.02%
CAP STK CL A
EBAY
0.02%
COM
CI
0.02%
COM
HON
0.02%
COM
JPM
0.02%
COM
AMT
0.02%
COM
GOOG
0.02%
CAP STK CL C
QCOM
0.02%
COM
DWDP
0.02%
COM
AXP
0.02%
COM
JNJ
0.01%
COM
NTNX
0.01%
CL A
CLGX
0.01%
COM
TRV
0.01%
COM
DUK
0.01%
COM NEW
HPQ
0.01%
COM
PRU
0.01%
COM
SAVE
0.01%
COM
TWTR
0.01%
COM
VAC
0.01%
COM
PEP
0.01%
COM
HPE
0.01%
COM
OXY
0.01%
COM
HST
0.01%
COM
KHC
0.01%
COM
BHGE
0.01%
CL A
MO
0.01%
COM
PM
0.01%
COM
IBM
0.01%
COM
HII
0.01%
COM
XOM
0.01%
COM
BKNG
0.01%
COM
JD
0.01%
SPON ADR CL A
VSM
0.01%
COM
HD
0.01%
COM
HDV
0.01%
HIGH DIVIDND ETF
CMCSA
0.01%
CL A
MMM
0.01%
COM
SBUX
0.01%
COM
SQ
0.01%
CL A
ROKU
0.01%
CL A
SIZE
< 0.01%
MSCI USASZEFCT
IEFA
< 0.01%
CORE MSCI EAFE
CSCO
< 0.01%
COM
TRP
< 0.01%
COM
UNP
< 0.01%
COM
CLNE
< 0.01%
COM
DXC
< 0.01%
COM
GS
< 0.01%
COM
WM
< 0.01%
COM
SLV
< 0.01%
ISHARES
C
< 0.01%
COM NEW
BBY
< 0.01%
COM
AMZN
< 0.01%
COM
MDLZ
< 0.01%
CL A
ETE
< 0.01%
COM UT LTD PTN
JETS
< 0.01%
US GLB JETS
MFGP
< 0.01%
SPON ADR NEW
CAT
< 0.01%
COM
IYH
< 0.01%
US HLTHCARE ETF
WAB
< 0.01%
COM
VDE
< 0.01%
ENERGY ETF
CTL
< 0.01%
COM
SNAP
< 0.01%
CL A
XLI
< 0.01%
SBI INT-INDS
LE
< 0.01%
COM
CXW
< 0.01%
COM
ZMH
< 0.01%
COM
PSCE
< 0.01%
S&P SMLCP ENGY
MDT
< 0.01%
SHS
PRSP
< 0.01%
COM
ARLO
< 0.01%
COM
BSX
< 0.01%
COM
CRZO
< 0.01%
COM
FTR
< 0.01%
COM NEW
GPRO
< 0.01%
CL A
NTGR
< 0.01%
COM
S
< 0.01%
COM SER 1
RIG
< 0.01%
REG SHS
BIDU
0.03%
SPON ADR REP A
AFIN
0.01%
COM CLASS A
GIS
0.01%
COM
REZI
< 0.01%
COM
ASIX
< 0.01%
COM
GTX
< 0.01%
COM
MNGA
< 0.01%
COM