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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
3
5
REGAL WEALTH GROUP INC

Time Period2018-12-31

Total Holdings169

Total Value ($x1000)109,685
Activities
New10

Increased56

Unchanged76

Decreased27

Sold Out8

Top 10 Stock Holdingstotal 69.09%
IVW10.69

IVE10.63

BA7.75

IVV7.56

LQD7.5

 
AGG7.17

USMV5.08

RSP4.45

ROK4.22

HYG4.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVW
10.69%
S&P 500 GRWT ETF
IVE
10.63%
S&P 500 VAL ETF
BA
7.75%
COM
IVV
7.56%
CORE S&P500 ETF
LQD
7.5%
IBOXX INV CP ETF
AGG
7.17%
CORE TOTUSBD ETF
USMV
5.08%
USA MIN VOL ETF
RSP
4.45%
S&P500 EQL WGT
ROK
4.22%
COM
HYG
4.04%
IBOXX HI YD ETF
MTUM
3.93%
MSCI USAMOMFCT
SHYG
2.75%
0-5YR HI YL CP
IWF
2.48%
RUS 1000 GRW ETF
IWD
2.18%
RUS 1000 VAL ETF
IJR
2.07%
CORE S&P SCP ETF
IWB
1.37%
RUS 1000 ETF
VO
1.32%
MID CAP ETF
IWM
1.26%
RUSSELL 2000 ETF
UTX
1.25%
COM
VTI
1.21%
TOTAL STK MKT
MSFT
0.89%
COM
SWKS
0.85%
COM
VB
0.76%
SMALL CP ETF
IWO
0.39%
RUS 2000 GRW ETF
MRK
0.38%
COM
IWN
0.36%
RUS 2000 VAL ETF
MCD
0.35%
COM
AAPL
0.35%
COM
VNQ
0.33%
REIT ETF
EUSA
0.32%
MSCI USA ETF
INTC
0.31%
COM
EIX
0.28%
COM
EXC
0.28%
COM
BABA
0.24%
SPONSORED ADS
SPY
0.2%
TR UNIT
VZ
0.2%
COM
FQAL
0.19%
QLTY FCTOR ETF
PG
0.19%
COM
UNH
0.18%
COM
MAR
0.17%
CL A
FB
0.16%
CL A
DVY
0.15%
SELECT DIVID ETF
BRK.B
0.14%
CL B NEW
ESE
0.14%
COM
ALL
0.14%
COM
EFAV
0.13%
EAFE MIN VOL ETF
ITOT
0.12%
CORE S&P TTL STK
ACWX
0.11%
MSCI ACWI US ETF
ACWV
0.11%
CNTRY MIN VL ETF
LIN
0.1%
COM
IJH
0.1%
CORE S&P MCP ETF
COST
0.09%
COM
ES
0.09%
COM
CATY
0.08%
COM
ORCL
0.08%
COM
DIS
0.08%
COM DISNEY
EFA
0.08%
MSCI EAFE ETF
BAC
0.08%
COM
LMT
0.07%
COM
EEM
0.07%
MSCI EMG MKT ETF
NOC
0.07%
COM
PYPL
0.06%
COM
CVX
0.06%
COM
MS
0.06%
COM NEW
MTOR
0.05%
COM
SJM
0.05%
COM NEW
V
0.05%
COM CL A
VOD
0.05%
SPNSR ADR NO PAR
TSLA
0.05%
COM
APD
0.05%
COM
GE
0.05%
COM
IWR
0.04%
RUS MID-CAP ETF
DFS
0.04%
COM
SLQD
0.04%
0-5YR INVT GR CP
T
0.04%
COM
IAGG
0.04%
CORE INTL AGGR
HE
0.03%
COM
INDY
0.03%
INDIA 50 ETF
F
0.03%
COM PAR $0.01
CI
0.03%
COM
BIDU
0.03%
SPON ADR REP A
NFLX
0.03%
COM
NKE
0.03%
CL B
TMO
0.03%
COM
MNST
0.03%
COM
GOOGL
0.03%
CAP STK CL A
AABA
0.03%
COM
LOW
0.03%
COM
JPM
0.02%
COM
HON
0.02%
COM
EBAY
0.02%
COM
QCOM
0.02%
COM
NTNX
0.02%
CL A
DWDP
0.02%
COM
IBM
0.02%
COM
AMT
0.02%
COM
GOOG
0.02%
CAP STK CL C
HPQ
0.02%
COM
JNJ
0.02%
COM
AXP
0.02%
COM
SAVE
0.02%
COM
TRV
0.02%
COM
CLGX
0.02%
COM
OXY
0.02%
COM
DUK
0.02%
COM NEW
GLD
0.01%
GOLD SHS
KHC
0.01%
COM
PRU
0.01%
COM
TWTR
0.01%
COM
PEP
0.01%
COM
VAC
0.01%
COM
AFIN
0.01%
COM CLASS A
HPE
0.01%
COM
HST
0.01%
COM
BKNG
0.01%
COM
MO
0.01%
COM
HII
0.01%
COM
XOM
0.01%
COM
BHGE
0.01%
CL A
HDV
0.01%
HIGH DIVIDND ETF
PM
0.01%
COM
CMCSA
0.01%
CL A
HD
0.01%
COM
JD
0.01%
SPON ADR CL A
SQ
0.01%
CL A
IEFA
0.01%
CORE MSCI EAFE
SBUX
0.01%
COM
GIS
0.01%
COM
MMM
0.01%
COM
CSCO
< 0.01%
COM
TRP
< 0.01%
COM
VSM
< 0.01%
COM
UNP
< 0.01%
COM
SLV
< 0.01%
ISHARES
DXC
< 0.01%
COM
WM
< 0.01%
COM
GS
< 0.01%
COM
CAT
< 0.01%
COM
ROKU
< 0.01%
CL A
C
< 0.01%
COM NEW
CLNE
< 0.01%
COM
MDLZ
< 0.01%
CL A
BBY
< 0.01%
COM
AMZN
< 0.01%
COM
JETS
< 0.01%
US GLB JETS
VDE
< 0.01%
ENERGY ETF
IYH
< 0.01%
US HLTHCARE ETF
ETE
< 0.01%
COM UT LTD PTN
CTL
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
XLI
< 0.01%
SBI INT-INDS
LE
< 0.01%
COM
PSCE
< 0.01%
S&P SMLCP ENGY
NTGR
< 0.01%
COM
CXW
< 0.01%
COM
REZI
< 0.01%
COM
PRSP
< 0.01%
COM
MDT
< 0.01%
SHS
SNAP
< 0.01%
CL A
ASIX
< 0.01%
COM
GPRO
< 0.01%
CL A
S
< 0.01%
COM SER 1
GTX
< 0.01%
COM
MNGA
< 0.01%
COM
FTR
< 0.01%
COM NEW
BSX
< 0.01%
COM
ARLO
< 0.01%
COM
CRZO
< 0.01%
COM
RIG
< 0.01%
REG SHS
COL
3.31%
COM
PX
0.08%
COM
ESRX
0.05%
COM
IYR
0.01%
U.S. REAL ES ETF
INDA
0.01%
MSCI INDIA ETF
DVMT
< 0.01%
COM CL V
ETP
< 0.01%
UNIT LTD PRT INT
SHLD
< 0.01%
COM