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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
47
6
8
1
0
0
28
4
5
REGAL WEALTH GROUP INC

Time Period2019-06-30

Total Holdings172

Total Value ($x1000)144,130
Activities
New11

Increased55

Unchanged89

Decreased17

Sold Out5

Top 10 Stock Holdingstotal 71.61%
IVW12.97

IVE12.47

IVV7.33

BA6.76

LQD6.52

 
USMV6.09

AGG5.97

RSP5.08

MTUM4.87

HYG3.55

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVW
12.97%
S&P 500 GRWT ETF
IVE
12.47%
S&P 500 VAL ETF
IVV
7.33%
CORE S&P500 ETF
BA
6.76%
COM
LQD
6.52%
IBOXX INV CP ETF
USMV
6.09%
USA MIN VOL ETF
AGG
5.97%
CORE TOTUSBD ETF
RSP
5.08%
S&P500 EQL WGT
MTUM
4.87%
MSCI USAMOMFCT
HYG
3.55%
IBOXX HI YD ETF
ROK
3.5%
COM
IJR
2.65%
CORE S&P SCP ETF
SHYG
2.31%
0-5YR HI YL CP
IWF
2.2%
RUS 1000 GRW ETF
IWD
1.86%
RUS 1000 VAL ETF
IWB
1.22%
RUS 1000 ETF
VO
1.22%
MID CAP ETF
IWM
1.11%
RUSSELL 2000 ETF
UTX
1.09%
COM
VTI
1.08%
TOTAL STK MKT
MSFT
0.94%
COM
SWKS
0.78%
COM
VB
0.68%
SMALL CP ETF
AAPL
0.39%
COM
IWO
0.34%
RUS 2000 GRW ETF
MRK
0.32%
COM
MCD
0.32%
COM
IWN
0.29%
RUS 2000 VAL ETF
EUSA
0.29%
MSCI USA ETF
VNQ
0.29%
REIT ETF
EIX
0.25%
COM
INTC
0.24%
COM
EXC
0.23%
COM
FB
0.19%
CL A
SPY
0.18%
TR UNIT
ITOT
0.17%
CORE S&P TTL STK
PG
0.17%
COM
FQAL
0.16%
QLTY FCTOR ETF
MAR
0.16%
CL A
VZ
0.15%
COM
UNH
0.14%
COM
DVY
0.13%
SELECT DIVID ETF
ALL
0.13%
COM
BRK.B
0.12%
CL B NEW
ESE
0.11%
COM
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
LIN
0.09%
COM
COST
0.09%
COM
DIS
0.08%
COM DISNEY
ES
0.08%
COM
LMT
0.08%
COM
BAC
0.07%
COM
CATY
0.07%
COM
NOC
0.07%
COM
PYPL
0.07%
COM
EFA
0.07%
MSCI EAFE ETF
MTOR
0.06%
COM
IJS
0.06%
SP SMCP600VL ETF
TSLA
0.06%
COM
EEM
0.06%
MSCI EMG MKT ETF
GLD
0.05%
GOLD SHS
CVX
0.05%
COM
V
0.05%
COM CL A
GE
0.05%
COM
SJM
0.05%
COM NEW
MS
0.05%
COM NEW
DFS
0.04%
COM
BABA
0.04%
SPONSORED ADS
IWR
0.04%
RUS MID-CAP ETF
T
0.04%
COM
DOCU
0.03%
COM
SLQD
0.03%
0-5YR INVT GR CP
VOD
0.03%
SPNSR ADR NO PAR
IAGG
0.03%
CORE INTL AGGR
HE
0.03%
COM
NFLX
0.03%
COM
INDY
0.03%
INDIA 50 ETF
APD
0.03%
COM
TMO
0.03%
COM
TSM
0.03%
SPONSORED ADR
NOK
0.03%
SPONSORED ADR
MNST
0.03%
COM
F
0.02%
COM PAR $0.01
AABA
0.02%
COM
NKE
0.02%
CL B
EBAY
0.02%
COM
TELL
0.02%
COM
UBER
0.02%
COM
HON
0.02%
COM
LOW
0.02%
COM
QCOM
0.02%
COM
GOOGL
0.02%
CAP STK CL A
CI
0.02%
COM
JPM
0.02%
COM
AMT
0.02%
COM
AXP
0.02%
COM
WMT
0.02%
COM
TRV
0.01%
COM
GOOG
0.01%
CAP STK CL C
CLGX
0.01%
COM
PRU
0.01%
COM
JNJ
0.01%
COM
DUK
0.01%
COM NEW
TWTR
0.01%
COM
VAC
0.01%
COM
PEP
0.01%
COM
SAVE
0.01%
COM
HPQ
0.01%
COM
NTNX
0.01%
CL A
HST
0.01%
COM
KHC
0.01%
COM
BKNG
0.01%
COM
OXY
0.01%
COM
MO
0.01%
COM
ROKU
0.01%
CL A
XOM
0.01%
COM
HPE
0.01%
COM
IBM
0.01%
COM
DD
0.01%
COM
VSM
0.01%
COM
JD
0.01%
SPON ADR CL A
PM
0.01%
COM
HD
0.01%
COM
HDV
0.01%
HIGH DIVIDND ETF
CMCSA
0.01%
CL A
SBUX
0.01%
COM
SQ
< 0.01%
CL A
TRP
< 0.01%
COM
IEFA
< 0.01%
CORE MSCI EAFE
DOW
< 0.01%
COM
SIZE
< 0.01%
MSCI USASZEFCT
CSCO
< 0.01%
COM
MMM
< 0.01%
COM
WM
< 0.01%
COM
UNP
< 0.01%
COM
GS
< 0.01%
COM
SLV
< 0.01%
ISHARES
AMZN
< 0.01%
COM
MDLZ
< 0.01%
CL A
C
< 0.01%
COM NEW
CTVA
< 0.01%
COM
CLNE
< 0.01%
COM
IYH
< 0.01%
US HLTHCARE ETF
ETE
< 0.01%
COM UT LTD PTN
SNAP
< 0.01%
CL A
DXC
< 0.01%
COM
CAT
< 0.01%
COM
JETS
< 0.01%
US GLB JETS
BBY
< 0.01%
COM
VDE
< 0.01%
ENERGY ETF
WAB
< 0.01%
COM
CTL
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
XLI
< 0.01%
SBI INT-INDS
LE
< 0.01%
COM
PRSP
< 0.01%
COM
ZMH
< 0.01%
COM
PSCE
< 0.01%
S&P SMLCP ENGY
CXW
< 0.01%
COM
MDT
< 0.01%
SHS
ARLO
< 0.01%
COM
NTGR
< 0.01%
COM
GPRO
< 0.01%
CL A
CRZO
< 0.01%
COM
BSX
< 0.01%
COM
FTR
< 0.01%
COM NEW
S
< 0.01%
COM SER 1
RIG
< 0.01%
REG SHS
DWDP
0.02%
COM
BHGE
0.01%
CL A
HII
0.01%
COM
TRP
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW