REGAL INVESTMENT ADVISORS LLC
Adviser information for REGAL INVESTMENT ADVISORS LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Michigan, United States |
Employees
Total Number of Employees | 140 |
---|---|
Investment Advisory/Research | 117 |
Registered Broker-Dealer Representatives | 77 |
Registered State Investment Advisers | 117 |
Licensed Agents of an Insurance Company | 94 |
No. of Firms/People that Solicit Clients | 6 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 11,511 | $2.2B |
Non-Discretionary | 1,359 | $362.7M |
Total | 12,870 | $2.6B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 8,406 | $1.6B |
HNW Individuals | 397 | $811.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 41 | $142.4M |
Charitable organizations | 6 | $2.8M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 83 | $40.6M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 73 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
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Compensation | % of AUMHourly chargesFixed feesTHIRD PARTY FEES |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 302.4M |
Portfolio Manager to Program | Sponsor |
---|---|
ADVISOR CHOICE PROGRAM | REGAL INVESTMENT ADVISORS LLC |
Principal Office
2687 44TH STREET SEKENTWOOD
MI
United States
Monday - Friday, 8:30AM - 5:00PM M-TH 8:30AM - 3:00PM F
Tel: 616-224-2204, Fax: 616-458-7402
Chief Compliance Officer
THOMAS J BONNINGTON
2687 44TH STREET SE
KENTWOOD
MI
United States
Tel:
616-224-2204
T**********@***********M
(Full email address available in API data)
Regulatory Contact
JOHN A. KAILUNAS, II
PRESIDENT
2687 44TH STREET SE
KENTWOOD
MI
United States
Tel:
616-224-2204
Fax:
616-458-7402
J********@***********M
(Full email address available in API data)
Industry Affiliates
REGAL FINANCIAL GROUP, LLC | Insurance company or agency |
REGULUS FINANCIAL GROUP, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
KAILUNAS, JOHN, ANTHONY | Individual | – | MANAGING MEMBER AND CEO | 01/2000 | > 75% |
YARCH, BRIAN, DALE | Individual | – | MANAGING MEMBER | 01/2000 | 10-25% |
CARLSON, DONALD, NATE | Individual | – | EXECUTIVE VICE PRESIDENT | 06/2012 | < 5% |
Bonnington, Thomas, Jack | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |
BEST, WILLIAM, SAMUEL | Individual | – | CHIEF OPERATING OFFICER | 05/2016 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ISHARES TR | 0-3 MNTH TREASRY | 2M | 16K | – |
ISHARES TR | 0-5 YR TIPS ETF | 255K | 3K | – |
ISHARES TR | 1 3 YR TREAS BD | 4M | 43K | – |
ISHARES TR | 10-20 YR TRS ETF | 1M | 13K | – |
PIMCO ETF TR | 1-5 US TIP IDX | 416K | 8K | – |
ISHARES TR | 20 YR TR BD ETF | 3M | 34K | – |
ISHARES TR | 20+ YEAR TR BD | 813K | 32K | – |
ISHARES TR | 3 7 YR TREAS BD | 353K | 3K | – |
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 290K | 871 | – |
VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 778K | 4K | – |
ISHARES TR | 7-10 YR TRSY BD | 226K | 2K | – |
POWERSHARES ACTIVELY MANAGED | AAA CLO FLTNG RT | 205K | 8K | – |
GOLDMAN SACHS ETF TR | ACCES TREASURY | 414K | 4K | – |
GOLDMAN SACHS ETF TR | ACCESS HIG YLD | 4M | 87K | – |
GOLDMAN SACHS ETF TR | ACCESS INVT GR | 5M | 113K | – |
GOLDMAN SACHS ETF TR | ACCESS US AGRAT | 726K | 18K | – |
GOLDMAN SACHS ETF TR | ACES ULTRA SHR | 441K | 9K | – |
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 4M | 132K | – |
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 15M | 139K | – |
NOVO-NORDISK A S | ADR | 280K | 2K | – |
SPDR SER TR | AEROSPACE DEF | 328K | 2K | – |
INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 5M | 53K | – |
ISHARES TR | AGGRES ALLOC ETF | 352K | 5K | – |
ALPS ETF TR | ALERIAN MLP | 1M | 23K | – |
ISHARES TR | BLACKROCK ULTRA | 2M | 40K | – |
SSGA ACTIVE ETF TR | BLACKSTONE SENR | 7M | 162K | – |
SPDR SER TR | BLOOMBERG 1-3 MO | 525K | 6K | – |
SPDR SER TR | BLOOMBERG HIGH Y | 4M | 37K | – |
ISHARES TR | BROAD USD HIGH | 221K | 6K | – |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 287K | 14K | – |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 622K | 32K | – |
INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 333K | 3K | – |
JPMORGAN CHASE FINL CO LLC | CAL LKD 44 | 1M | 48K | – |
CAMBRIA ETF TR | CAMBRIA FGN SHR | 216K | 8K | – |
T ROWE PRICE ETF INC | CAP APPRECIATION | 219K | 7K | – |
ALPHABET INC | CAP STK CL A | 9M | 50K | – |
ALPHABET INC | CAP STK CL C | 8M | 42K | – |
FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 19M | 226K | – |
AMPHENOL CORP NEW | CL A | 450K | 7K | – |
BLOCK INC | CL A | 418K | 6K | – |
COMCAST CORP NEW | CL A | 345K | 9K | – |
CROWDSTRIKE HLDGS INC | CL A | 1M | 3K | – |
DUTCH BROS INC | CL A | 258K | 6K | – |
MASTERCARD INCORPORATED | CL A | 1M | 3K | – |
META PLATFORMS INC | CL A | 2M | 4K | – |
PALANTIR TECHNOLOGIES INC | CL A | 2M | 71K | – |
PINTEREST INC | CL A | 262K | 6K | – |
SHIFT4 PMTS INC | CL A | 1M | 17K | – |
SHOPIFY INC | CL A | 2M | 32K | – |
UNDER ARMOUR INC | CL A | 90K | 14K | – |
ZETA GLOBAL HOLDINGS CORP | CL A | 927K | 53K | – |
BOWLERO CORP | CL A COM | 557K | 38K | – |
VEEVA SYS INC | CL A COM | 464K | 3K | – |
FREEPORT-MCMORAN INC | CL B | 432K | 9K | – |
NIKE INC | CL B | 609K | 8K | – |
UNITED PARCEL SERVICE INC | CL B | 1M | 8K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 8M | 20K | – |
3M CO | COM | 4M | 37K | – |
ABBOTT LABS | COM | 1M | 10K | – |
ABBVIE INC | COM | 19M | 109K | – |
ADOBE INC | COM | 768K | 1K | – |
ADVANCED MICRO DEVICES INC | COM | 2M | 10K | – |
AFLAC INC | COM | 9M | 100K | – |
AKOYA BIOSCIENCES INC | COM | 44K | 19K | – |
ALBEMARLE CORP | COM | 293K | 3K | – |
ALLIANT ENERGY CORP | COM | 253K | 5K | – |
ALLSTATE CORP | COM | 228K | 1K | – |
ALNYLAM PHARMACEUTICALS INC | COM | 814K | 3K | – |
ALTRIA GROUP INC | COM | 11M | 252K | – |
AMAZON COM INC | COM | 15M | 76K | – |
AMERICAN ELEC PWR CO INC | COM | 4M | 44K | – |
AMERICAN EXPRESS CO | COM | 380K | 2K | – |
AMERICAN TOWER CORP NEW | COM | 790K | 4K | – |
AMGEN INC | COM | 1M | 4K | – |
ANSYS INC | COM | 418K | 1K | – |
APPLE INC | COM | 30M | 143K | – |
ARISTA NETWORKS INC | COM | 297K | 848 | – |
AT&T INC | COM | 7M | 376K | – |
AUTOMATIC DATA PROCESSING IN | COM | 4M | 15K | – |
AUTOZONE INC | COM | 735K | 248 | – |
AVERY DENNISON CORP | COM | 407K | 2K | – |
BANK AMERICA CORP | COM | 2M | 47K | – |
BANK FIRST CORP | COM | 409K | 5K | – |
BARRICK GOLD CORP | COM | 4M | 267K | – |
BIOGEN INC | COM | 379K | 2K | – |
BJS WHSL CLUB HLDGS INC | COM | 295K | 3K | – |
BLACKROCK INC | COM | 476K | 605 | – |
BLACKROCK MUNIHLDGS NJ QLTY | COM | 125K | 11K | – |
BLACKSTONE INC | COM | 420K | 3K | – |
BOEING CO | COM | 626K | 3K | – |
BRISTOL-MYERS SQUIBB CO | COM | 1M | 36K | – |
BROADCOM INC | COM | 2M | 1K | – |
BUILDERS FIRSTSOURCE INC | COM | 5M | 33K | – |
CADENCE DESIGN SYSTEM INC | COM | 301K | 979 | – |
CARDINAL HEALTH INC | COM | 210K | 2K | – |
CASEYS GEN STORES INC | COM | 300K | 786 | – |
CATERPILLAR INC | COM | 1M | 4K | – |
CBOE GLOBAL MKTS INC | COM | 4M | 22K | – |
CHART INDS INC | COM | 701K | 5K | – |
CHEVRON CORP NEW | COM | 9M | 56K | – |
CHIPOTLE MEXICAN GRILL INC | COM | 774K | 12K | – |
CHUBB LIMITED | COM | 209K | 819 | – |
CINCINNATI FINL CORP | COM | 4M | 37K | – |
CISCO SYS INC | COM | 4M | 92K | – |
CLEVELAND-CLIFFS INC NEW | COM | 352K | 23K | – |
CLOROX CO DEL | COM | 3M | 25K | – |
CME GROUP INC | COM | 4M | 19K | – |
COCA COLA CO | COM | 6M | 87K | – |
COLGATE PALMOLIVE CO | COM | 751K | 8K | – |
CONCENTRIX CORP | COM | 257K | 4K | – |
CONOCOPHILLIPS | COM | 2M | 16K | – |
CONSOLIDATED EDISON INC | COM | 5M | 58K | – |
CONSTELLATION ENERGY CORP | COM | 961K | 5K | – |
COPART INC | COM | 558K | 10K | – |
COSTCO WHSL CORP NEW | COM | 6M | 7K | – |
CUMMINS INC | COM | 339K | 1K | – |
CVS HEALTH CORP | COM | 5M | 82K | – |
DANAHER CORPORATION | COM | 2M | 9K | – |
DEERE & CO | COM | 303K | 810 | – |
DIAMONDBACK ENERGY INC | COM | 6M | 31K | – |
DIGITAL RLTY TR INC | COM | 292K | 2K | – |
DISNEY WALT CO | COM | 2M | 19K | – |
DOMINION ENERGY INC | COM | 216K | 4K | – |
DOW INC | COM | 782K | 15K | – |
DTE ENERGY CO | COM | 236K | 2K | – |
DUPONT DE NEMOURS INC | COM | 205K | 3K | – |
E L F BEAUTY INC | COM | 2M | 8K | – |
EATON VANCE TAX-MANAGED GLOB | COM | 143K | 17K | – |
EDWARDS LIFESCIENCES CORP | COM | 419K | 5K | – |
ELI LILLY & CO | COM | 5M | 5K | – |
EMERSON ELEC CO | COM | 10M | 89K | – |
ENBRIDGE INC | COM | 481K | 14K | – |
ENTERGY CORP NEW | COM | 1M | 10K | – |
EOG RES INC | COM | 5M | 41K | – |
EXACT SCIENCES CORP | COM | 353K | 8K | – |
EXELIXIS INC | COM | 410K | 18K | – |
EXELON CORP | COM | 547K | 16K | – |
EXTREME NETWORKS | COM | 188K | 14K | – |
EXXON MOBIL CORP | COM | 5M | 44K | – |
FEDEX CORP | COM | 585K | 2K | – |
FERRARI N V | COM | 228K | 559 | – |
FIDELITY NATL INFORMATION SV | COM | 5M | 73K | – |
FIFTH THIRD BANCORP | COM | 1M | 28K | – |
FISERV INC | COM | 1M | 9K | – |
FIVE9 INC | COM | 277K | 6K | – |
FLEXIBLE SOLUTIONS INTL INC | COM | 50K | 28K | – |
FORD MTR CO DEL | COM | 2M | 152K | – |
FORTINET INC | COM | 1M | 21K | – |
FS KKR CAP CORP | COM | 237K | 12K | – |
GALLAGHER ARTHUR J & CO | COM | 364K | 1K | – |
GENERAC HLDGS INC | COM | 5M | 36K | – |
GENERAL MLS INC | COM | 324K | 5K | – |
GENUINE PARTS CO | COM | 329K | 2K | – |
GOLDMAN SACHS GROUP INC | COM | 500K | 1K | – |
HOME DEPOT INC | COM | 2M | 6K | – |
HONEYWELL INTL INC | COM | 310K | 1K | – |
HUBSPOT INC | COM | 758K | 1K | – |
HUNTINGTON BANCSHARES INC | COM | 279K | 21K | – |
INTEL CORP | COM | 644K | 21K | – |
INTERNATIONAL BUSINESS MACHS | COM | 3M | 19K | – |
INTRA-CELLULAR THERAPIES INC | COM | 507K | 7K | – |
JOHNSON & JOHNSON | COM | 13M | 87K | – |
JPMORGAN CHASE & CO. | COM | 6M | 31K | – |
KIMBERLY-CLARK CORP | COM | 4M | 31K | – |
KINDER MORGAN INC DEL | COM | 3M | 146K | – |
KRAFT HEINZ CO | COM | 208K | 6K | – |
LA Z BOY INC | COM | 4M | 110K | – |
LAM RESEARCH CORP | COM | 4M | 3K | – |
LOCKHEED MARTIN CORP | COM | 1M | 2K | – |
LOWES COS INC | COM | 2M | 9K | – |
MARATHON PETE CORP | COM | 413K | 2K | – |
MCDONALDS CORP | COM | 8M | 30K | – |
MERCANTILE BK CORP | COM | 548K | 14K | – |
MERCK & CO INC | COM | 2M | 13K | – |
METLIFE INC | COM | 880K | 13K | – |
MGE ENERGY INC | COM | 799K | 11K | – |
MICRON TECHNOLOGY INC | COM | 286K | 2K | – |
MICROSOFT CORP | COM | 31M | 70K | – |
MODERNA INC | COM | 301K | 3K | – |
NETFLIX INC | COM | 815K | 1K | – |
NEXTERA ENERGY INC | COM | 248K | 4K | – |
NUCOR CORP | COM | 1M | 8K | – |
NUVEEN NEW JERSEY QULT MUN F | COM | 132K | 11K | – |
NVIDIA CORPORATION | COM | 23M | 187K | – |
OCCIDENTAL PETE CORP | COM | 200K | 3K | – |
OLD DOMINION FREIGHT LINE IN | COM | 2M | 11K | – |
OMEGA HEALTHCARE INVS INC | COM | 241K | 7K | – |
ON SEMICONDUCTOR CORP | COM | 3M | 49K | – |
ONEOK INC NEW | COM | 363K | 4K | – |
ORACLE CORP | COM | 2M | 13K | – |
OREILLY AUTOMOTIVE INC | COM | 515K | 488 | – |
PALO ALTO NETWORKS INC | COM | 878K | 3K | – |
PARKER-HANNIFIN CORP | COM | 938K | 2K | – |
PEPSICO INC | COM | 5M | 29K | – |
PFIZER INC | COM | 8M | 282K | – |
PHILIP MORRIS INTL INC | COM | 490K | 5K | – |
PHILLIPS 66 | COM | 2M | 11K | – |
PNC FINL SVCS GROUP INC | COM | 217K | 1K | – |
POOL CORP | COM | 219K | 713 | – |
PRINCIPAL FINANCIAL GROUP IN | COM | 277K | 4K | – |
PROCTER AND GAMBLE CO | COM | 16M | 94K | – |
PROGRESSIVE CORP | COM | 339K | 2K | – |
PROSPECT CAP CORP | COM | 133K | 24K | – |
PRUDENTIAL FINL INC | COM | 2M | 15K | – |
PUTNAM MANAGED MUN INCOME TR | COM | 84K | 14K | – |
QUALCOMM INC | COM | 1M | 7K | – |
QUANTA SVCS INC | COM | 206K | 813 | – |
REALTY INCOME CORP | COM | 339K | 6K | – |
REPUBLIC SVCS INC | COM | 2M | 12K | – |
ROCKET LAB USA INC | COM | 54K | 11K | – |
ROYAL CARIBBEAN GROUP | COM | 310K | 2K | – |
RPM INTL INC | COM | 226K | 2K | – |
RTX CORPORATION | COM | 832K | 8K | – |
S&P GLOBAL INC | COM | 2M | 5K | – |
SALESFORCE INC | COM | 522K | 2K | – |
SERVICENOW INC | COM | 681K | 865 | – |
SHERWIN WILLIAMS CO | COM | 810K | 3K | – |
SIMON PPTY GROUP INC NEW | COM | 887K | 6K | – |
SNAP ON INC | COM | 326K | 1K | – |
SOFI TECHNOLOGIES INC | COM | 131K | 20K | – |
SOUTHERN CO | COM | 2M | 29K | – |
STARBUCKS CORP | COM | 770K | 10K | – |
STEEL DYNAMICS INC | COM | 647K | 5K | – |
SUNOPTA INC | COM | 111K | 21K | – |
SUPER MICRO COMPUTER INC | COM | 378K | 461 | – |
SYSCO CORP | COM | 1M | 21K | – |
TARGET CORP | COM | 7M | 44K | – |
TCW STRATEGIC INCOME FD INC | COM | 63K | 13K | – |
TESLA INC | COM | 2M | 10K | – |
TJX COS INC NEW | COM | 223K | 2K | – |
TOLL BROTHERS INC | COM | 5M | 44K | – |
TRACTOR SUPPLY CO | COM | 233K | 862 | – |
TYLER TECHNOLOGIES INC | COM | 381K | 757 | – |
UBER TECHNOLOGIES INC | COM | 363K | 5K | – |
ULTA BEAUTY INC | COM | 3M | 7K | – |
UNION PAC CORP | COM | 383K | 2K | – |
UNITED STATES STL CORP NEW | COM | 526K | 14K | – |
UNITEDHEALTH GROUP INC | COM | 2M | 3K | – |
VAIL RESORTS INC | COM | 253K | 1K | – |
VALERO ENERGY CORP | COM | 223K | 1K | – |
VERISK ANALYTICS INC | COM | 418K | 2K | – |
VERIZON COMMUNICATIONS INC | COM | 10M | 231K | – |
VERTEX PHARMACEUTICALS INC | COM | 963K | 2K | – |
WALMART INC | COM | 6M | 84K | – |
WASTE MGMT INC DEL | COM | 5M | 25K | – |
WENDYS CO | COM | 805K | 47K | – |
WESTERN ASSET MTG DEFINED OP | COM | 201K | 17K | – |
WOODWARD INC | COM | 613K | 4K | – |
WW INTL INC | COM | 38K | 33K | – |
WYNN RESORTS LTD | COM | 227K | 3K | – |
COINBASE GLOBAL INC | COM CL A | 874K | 4K | – |
JACKSON FINANCIAL INC | COM CL A | 736K | 10K | – |
MP MATERIALS CORP | COM CL A | 256K | 20K | – |
RIVIAN AUTOMOTIVE INC | COM CL A | 262K | 19K | – |
SMARTSHEET INC | COM CL A | 453K | 10K | – |
VISA INC | COM CL A | 2M | 9K | – |
CAL MAINE FOODS INC | COM NEW | 330K | 5K | – |
CITIGROUP INC | COM NEW | 1M | 19K | – |
DELTA AIR LINES INC DEL | COM NEW | 312K | 7K | – |
DUKE ENERGY CORP NEW | COM NEW | 3M | 34K | – |
EXPEDIA GROUP INC | COM NEW | 4M | 31K | – |
GE AEROSPACE | COM NEW | 554K | 3K | – |
INDEPENDENT BK CORP MICH | COM NEW | 261K | 10K | – |
KLA CORP | COM NEW | 578K | 701 | – |
KNOW LABS INC | COM NEW | 5K | 11K | – |
MORGAN STANLEY | COM NEW | 689K | 7K | – |
NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 391K | 32K | – |
REAVES UTIL INCOME FD | COM SH BEN INT | 219K | 8K | – |
CORPAY INC | COM SHS | 4M | 17K | – |
FIRST TR LRG CP VL ALPHADEX | COM SHS | 3M | 37K | – |
FIRST TR LRGE CP CORE ALPHA | COM SHS | 513K | 5K | – |
FIRST TR SML CP CORE ALPHA F | COM SHS | 3M | 30K | – |
PIMCO DYNAMIC INCOME STRATEG | COM SHS BEN INT | 325K | 15K | – |
SCHLUMBERGER LTD | COM STK | 228K | 5K | – |
SELECT SECTOR SPDR TR | COMMUNICATION | 2M | 18K | – |
VANGUARD WORLD FD | CONSUM STP ETF | 204K | 1K | – |
FIRST TR EXCHANGE TRADED FD | CONSUMR STAPLE | 1M | 17K | – |
ISHARES TR | CONV BD ETF | 202K | 3K | – |
ISHARES TR | CORE 1 5 YR USD | 266K | 6K | – |
ISHARES TR | CORE DIV GRWTH | 387K | 7K | – |
ISHARES TR | CORE HIGH DV ETF | 2M | 22K | – |
ISHARES TR | CORE MSCI EAFE | 9M | 120K | – |
ISHARES INC | CORE MSCI EMKT | 3M | 51K | – |
ISHARES TR | CORE MSCI TOTAL | 522K | 8K | – |
ISHARES TR | CORE S&P MCP ETF | 7M | 113K | – |
ISHARES TR | CORE S&P SCP ETF | 13M | 120K | – |
ISHARES TR | CORE S&P TTL STK | 24M | 203K | – |
ISHARES TR | CORE S&P US GWT | 201K | 2K | – |
ISHARES TR | CORE S&P US VLU | 2M | 26K | – |
ISHARES TR | CORE S&P500 ETF | 76M | 139K | – |
ISHARES TR | CORE TOTAL USD | 13M | 296K | – |
ISHARES TR | CORE US AGGBD ET | 4M | 45K | – |
AMPLIFY ETF TR | CWP ENHANCED DIV | 4M | 105K | – |
INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 920K | 31K | – |
DIREXION SHS ETF TR | DIREXION 2X SHAR | 273K | 7K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 12M | 68K | – |
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 5M | 23K | – |
FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 9M | 149K | – |
ARROW INVTS TR | DWA TACTICAL MAC | 547K | 50K | – |
ISHARES TR | EAFE GRWTH ETF | 8M | 74K | – |
ISHARES TR | EAFE SML CP ETF | 3M | 49K | – |
ISHARES TR | EAFE VALUE ETF | 3M | 56K | – |
VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 3M | 48K | – |
WISDOMTREE TR | EMER MKT HIGH FD | 2M | 38K | – |
ISHARES INC | EMNG MKTS EQT | 411K | 9K | – |
SELECT SECTOR SPDR TR | ENERGY | 4M | 48K | – |
PIMCO ETF TR | ENHAN SHRT MA AC | 1M | 11K | – |
FIDELITY COVINGTON TRUST | ENHANCED INTL | 294K | 10K | – |
FIDELITY COVINGTON TRUST | ENHANCED LARGE | 308K | 10K | – |
FIDELITY COVINGTON TRUST | ENHANCED LARGE | 282K | 9K | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 7M | 127K | – |
ISHARES INC | ESG AWR MSCI EM | 424K | 13K | – |
ISHARES TR | ESG AWR MSCI USA | 2M | 16K | – |
ISHARES TR | ESG AWRE USD ETF | 378K | 17K | – |
ISHARES TR | ESG EAFE ETF | 524K | 8K | – |
ISHARES TR | ESG MSCI LEADR | 304K | 3K | – |
ISHARES TR | ESG MSCI USA ETF | 959K | 21K | – |
ISHARES TR | EUROPE ETF | 258K | 5K | – |
VANGUARD INDEX FDS | EXTEND MKT ETF | 3M | 16K | – |
VANECK ETF TRUST | FALLEN ANGEL HG | 542K | 19K | – |
SELECT SECTOR SPDR TR | FINANCIAL | 1M | 30K | – |
FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 2M | 33K | – |
BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 2M | 45K | – |
WISDOMTREE TR | FLOATNG RAT TREA | 820K | 16K | – |
ISHARES TR | FLTG RATE NT ETF | 4M | 80K | – |
LEGG MASON ETF INVT | FRANKLIN INTL LW | 545K | 18K | – |
ISHARES INC | FRONTIER AND SEL | 2M | 61K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 4M | 145K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 276K | 11K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 369K | 12K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 221K | 8K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 3M | 103K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 202K | 6K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 606K | 13K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 8M | 181K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 8M | 181K | – |
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 5M | 131K | – |
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 2M | 20K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 251K | 8K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 428K | 12K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 496K | 7K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 309K | 6K | – |
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 806K | 20K | – |
SPDR INDEX SHS FDS | GLB NAT RESRCE | 2M | 36K | – |
VANECK ETF TRUST | GOLD MINERS ETF | 910K | 27K | – |
SPDR GOLD TR | GOLD SHS | 4M | 18K | – |
VANGUARD INDEX FDS | GROWTH ETF | 18M | 48K | – |
ISHARES TR | HDG MSCI EAFE | 16M | 443K | – |
JANUS DETROIT STR TR | HENDERSN SML ETF | 311K | 5K | – |
JANUS DETROIT STR TR | HENDRSN SHRT ETF | 268K | 6K | – |
JANUS DETROIT STR TR | HENDRSON AAA CL | 11M | 208K | – |
FLEXSHARES TR | HIG YLD VL ETF | 440K | 11K | – |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2M | 17K | – |
FRANKLIN TEMPLETON ETF TR | HIGH YIELD CORP | 294K | 12K | – |
VANECK ETF TRUST | HIGH YLD MUNIETF | 211K | 4K | – |
ISHARES TR | HIGH YLD SYSTM B | 454K | 10K | – |
FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 1M | 12K | – |
ISHARES TR | IBONDS 24 TRM TS | 997K | 42K | – |
ISHARES TR | IBONDS 25 TRM TS | 934K | 40K | – |
ISHARES TR | IBONDS 26 TRM TS | 570K | 25K | – |
ISHARES TR | IBOXX HI YD ETF | 767K | 10K | – |
ISHARES TR | IBOXX INV CP ETF | 21M | 192K | – |
FIRST TR EXCH TRD ALPHDX FD | INDIA NFTY50 EQW | 7M | 114K | – |
SELECT SECTOR SPDR TR | INDL | 1M | 9K | – |
FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 2M | 26K | – |
VANGUARD WORLD FD | INF TECH ETF | 1M | 2K | – |
ISHARES TR | INTERNATIONAL SL | 427K | 13K | – |
ISHARES TR | INTL DIV GRWTH | 613K | 9K | – |
VANGUARD WHITEHALL FDS | INTL DVD ETF | 339K | 4K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 414K | 11K | – |
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 4M | 52K | – |
ISHARES TR | INTL SEL DIV ETF | 517K | 19K | – |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1M | 14K | – |
ISHARES TR | INVESTMENT GRADE | 490K | 11K | – |
ISHARES SILVER TR | ISHARES | 763K | 29K | – |
ISHARES TR | ISHARES BIOTECH | 294K | 2K | – |
ISHARES GOLD TR | ISHARES NEW | 871K | 20K | – |
ISHARES TR | ISHARES SEMICDTR | 322K | 1K | – |
ISHARES TR | ISHS 5-10YR INVT | 4M | 75K | – |
ISHARES U S ETF TR | IT RT HDG HGYL | 361K | 4K | – |
WISDOMTREE TR | ITL HDG QTLY DIV | 788K | 17K | – |
ISHARES TR | JPMORGAN USD EMG | 1M | 14K | – |
INNOVATOR ETFS TRUST | LADERD ALCTN PWR | 15M | 351K | – |
VANGUARD INDEX FDS | LARGE CAP ETF | 377K | 2K | – |
INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 7M | 74K | – |
INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | 6M | 101K | – |
VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 2M | 27K | – |
SCHWAB STRATEGIC TR | LONG TERM US | 380K | 12K | – |
FIDELITY MERRIMACK STR TR | LTD TRM BD ETF | 4M | 73K | – |
PACER FDS TR | LUNT LRGCP MULTI | 417K | 9K | – |
FIRST TR EXCHANGE-TRADED FD | MANAGD MUN ETF | 394K | 8K | – |
GOLDMAN SACHS ETF TR | MARKETBETA US EQ | 2M | 25K | – |
ISHARES TR | MBS ETF | 5M | 50K | – |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 6M | 26K | – |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 6M | 40K | – |
VANGUARD WORLD FD | MEGA GRWTH IND | 2M | 7K | – |
ISHARES TR | MICRO-CAP ETF | 3M | 22K | – |
VANGUARD INDEX FDS | MID CAP ETF | 5M | 20K | – |
ISHARES TR | MRGSTR MD CP GRW | 508K | 7K | – |
VANECK ETF TRUST | MRNGSTR WDE MOAT | 299K | 3K | – |
ISHARES TR | MSCI ACWI ETF | 327K | 3K | – |
FIDELITY COVINGTON TRUST | MSCI CONSM DIS | 953K | 12K | – |
ISHARES TR | MSCI EAFE ETF | 1M | 17K | – |
ISHARES INC | MSCI EMERG MRKT | 226K | 4K | – |
ISHARES TR | MSCI EMG MKT ETF | 7M | 169K | – |
ISHARES INC | MSCI EMRG CHN | 3M | 52K | – |
ISHARES INC | MSCI GBL MIN VOL | 353K | 3K | – |
FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 512K | 7K | – |
ISHARES TR | MSCI INDIA ETF | 299K | 5K | – |
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 219K | 1K | – |
ISHARES TR | MSCI INTL QUALTY | 281K | 7K | – |
ISHARES INC | MSCI JPN ETF NEW | 411K | 6K | – |
ISHARES TR | MSCI KLD400 SOC | 1M | 12K | – |
ISHARES TR | MSCI USA MIN VOL | 3M | 38K | – |
ISHARES TR | MSCI USA MMENTM | 517K | 3K | – |
ISHARES TR | MSCI USA QLT FCT | 14M | 81K | – |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 1M | 30K | – |
SSGA ACTIVE ETF TR | MULT ASS RLRTN | 2M | 87K | – |
ON HLDG AG | NAMEN AKT A | 2M | 47K | – |
DIREXION SHS ETF TR | NAS100 EQL WGT | 832K | 9K | – |
FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 3M | 45K | – |
GLOBAL X FDS | NASDAQ 100 COVER | 1M | 73K | – |
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 25M | 358K | – |
FIRST TR EXCHANGE-TRADED FD | NASDQ OIL GAS | 388K | 13K | – |
FIRST TR EXCHANGE-TRADED FD | NASDQ SEMCNDTR | 355K | 4K | – |
ISHARES TR | NATIONAL MUN ETF | 8M | 72K | – |
FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 859K | 28K | – |
INSEEGO CORP | NOTE 3.250% 5/0 | 41K | – | – |
AG MTG INVT TR INC | NOTE 6.750% 9/1 | 45K | – | – |
SPDR SER TR | NUVEEN BLMBRG SH | 2M | 38K | – |
SPDR SER TR | NUVEEN BLOOMBERG | 994K | 39K | – |
VANECK ETF TRUST | OIL SERVICES ETF | 358K | 1K | – |
INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 503K | 36K | – |
ISHARES TR | PFD AND INCM SEC | 10M | 325K | – |
FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 7M | 390K | – |
PGIM ETF TR | PGIM ULTRA SH BD | 2M | 35K | – |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 503K | 14K | – |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 288K | 8K | – |
SPDR SER TR | PORTFOLIO LN TSR | 309K | 11K | – |
SPDR SER TR | PORTFOLIO S&P500 | 226K | 4K | – |
SPDR SER TR | PRTFLO S&P500 GW | 2M | 27K | – |
SPDR SER TR | PRTFLO S&P500 HI | 1M | 27K | – |
SPDR SER TR | PRTFLO S&P500 VL | 1M | 23K | – |
INVESCO QQQ TR | PUT | 22M | 46K | – |
KRANESHARES TRUST | QUADRTC INT RT | 2M | 98K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 6M | 74K | – |
SELECT SECTOR SPDR TR | RL EST SEL SEC | 7M | 178K | – |
ISHARES TR | RUS 1000 ETF | 1M | 4K | – |
ISHARES TR | RUS 1000 GRW ETF | 3M | 8K | – |
ISHARES TR | RUS 1000 VAL ETF | 582K | 3K | – |
ISHARES TR | RUS MD CP GR ETF | 425K | 4K | – |
ISHARES TR | RUS MDCP VAL ETF | 330K | 3K | – |
ISHARES TR | RUS MID CAP ETF | 1M | 18K | – |
ISHARES TR | RUS TP200 GR ETF | 621K | 3K | – |
INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 426K | 8K | – |
ISHARES TR | RUSSELL 2000 ETF | 3M | 13K | – |
ISHARES TR | S&P 100 ETF | 2M | 9K | – |
GLOBAL X FDS | S&P 500 COVERED | 1M | 30K | – |
PROSHARES TR | S&P 500 DV ARIST | 573K | 6K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 14M | 28K | – |
INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 14M | 139K | – |
ISHARES TR | S&P 500 GRWT ETF | 11M | 120K | – |
ISHARES TR | S&P 500 VAL ETF | 5M | 28K | – |
SPDR SER TR | S&P DIVID ETF | 209K | 2K | – |
SPDR INDEX SHS FDS | S&P EMKTSC ETF | 669K | 12K | – |
SPDR SER TR | S&P HOMEBUILD | 334K | 3K | – |
INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | 222K | 2K | – |
ISHARES TR | S&P SML 600 GWT | 1M | 10K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 358K | 4K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 308K | 5K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 8M | 210K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1M | 7K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 512K | 6K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 465K | 7K | – |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 854K | 5K | – |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 3M | 37K | – |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 3M | 20K | – |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 3M | 51K | – |
SELECT SECTOR SPDR TR | SBI MATERIALS | 240K | 3K | – |
ISHARES TR | SELECT DIVID ETF | 1M | 12K | – |
VANECK ETF TRUST | SEMICONDUCTR ETF | 2M | 9K | – |
FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 217K | 9K | – |
VICTORY PORTFOLIOS II | SHARES FREE CASH | 212K | 7K | – |
SIMPLIFY EXCHANGE TRADED FUN | SHORT TERM TREA | 508K | 24K | – |
ISHARES TR | SHORT TREAS BD | 638K | 6K | – |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 6M | 78K | – |
ISHARES TR | SHRT NAT MUN ETF | 381K | 4K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 698K | 9K | – |
CAPRI HOLDINGS LIMITED | SHS | 4M | 107K | – |
CYBERARK SOFTWARE LTD | SHS | 811K | 3K | – |
EATON CORP PLC | SHS | 3M | 9K | – |
FIRST TR MORNINGSTAR DIVID L | SHS | 479K | 13K | – |
FIRST TR NASDAQ 100 TECH IND | SHS | 2M | 10K | – |
FIRST TR VALUE LINE DIVID IN | SHS | 495K | 12K | – |
LINDE PLC | SHS | 223K | 509 | – |
MEDTRONIC PLC | SHS | 9M | 108K | – |
NORWEGIAN CRUISE LINE HLDG L | SHS | 234K | 12K | – |
UNIQURE NV | SHS | 72K | 16K | – |
ACCENTURE PLC IRELAND | SHS CLASS A | 366K | 1K | – |
ROYALTY PHARMA PLC | SHS CLASS A | 558K | 21K | – |
STAR BULK CARRIERS CORP. | SHS PAR | 279K | 11K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 2M | 11K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 4M | 18K | – |
FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 556K | 17K | – |
FIRST TR EXCHANGE-TRADED ALP | SML CAP VAL ALPH | 7M | 133K | – |
VANGUARD INDEX FDS | SML CP GRW ETF | 508K | 2K | – |
ISHARES TR | SP SMCP600VL ETF | 864K | 9K | – |
DIAGEO PLC | SPON ADR NEW | 2M | 12K | – |
UNILEVER PLC | SPON ADR NEW | 250K | 5K | – |
AMBEV SA | SPONSORED ADR | 53K | 26K | – |
BP PLC | SPONSORED ADR | 229K | 6K | – |
BRITISH AMERN TOB PLC | SPONSORED ADR | 514K | 17K | – |
GSK PLC | SPONSORED ADR | 306K | 8K | – |
ARM HOLDINGS PLC | SPONSORED ADS | 2M | 9K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 579K | 3K | – |
VANGUARD MALVERN FDS | STRM INFPROIDX | 233K | 5K | – |
LISTED FD TR | SWAN HEDGED EQTY | 1M | 52K | – |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 2M | 34K | – |
FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 220K | 5K | – |
FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 10M | 389K | – |
FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 517K | 4K | – |
SELECT SECTOR SPDR TR | TECHNOLOGY | 4M | 15K | – |
ISHARES TR | TIPS BD ETF | 588K | 6K | – |
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 396K | 9K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 307K | 4K | – |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 549K | 11K | – |
POWERSHARES ACTIVELY MANAGED | TOTAL RETURN | 6M | 133K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 8M | 30K | – |
SPDR S&P 500 ETF TR | TR UNIT | 24M | 45K | – |
ISHARES TR | TRS FLT RT BD | 2M | 33K | – |
ISHARES TR | U.S. ENERGY ETF | 224K | 5K | – |
ISHARES TR | U.S. FINLS ETF | 250K | 3K | – |
ISHARES TR | U.S. MED DVC ETF | 224K | 4K | – |
ISHARES TR | U.S. REAL ES ETF | 589K | 7K | – |
ISHARES TR | U.S. TECH ETF | 5M | 35K | – |
ISHARES U S ETF TR | U.S. TECH INDEPD | 332K | 4K | – |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 615K | 12K | – |
GOLDMAN SACHS PHYSICAL GOLD | UNIT | 2M | 67K | – |
INVESCO DB COMMDY INDX TRCK | UNIT | 332K | 14K | – |
ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 369K | 11K | – |
PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 291K | 16K | – |
INVESCO QQQ TR | UNIT SER 1 | 31M | 64K | – |
SCHWAB STRATEGIC TR | US AGGREGATE B | 1M | 28K | – |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 215K | 3K | – |
BLACKROCK ETF TRUST | US CARBON TRANS | 2M | 25K | – |
PACER FDS TR | US CASH COWS 100 | 247K | 5K | – |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 342K | 11K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 18M | 236K | – |
BLACKROCK ETF TRUST | US EQT FACTOR | 7M | 154K | – |
ISHARES TR | US HLTHCARE ETF | 1M | 18K | – |
ISHARES TR | US INFRASTRUC | 740K | 18K | – |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 5M | 50K | – |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 2M | 33K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 644K | 10K | – |
AIM ETF PRODUCTS TRUST | US LRGCP B10 APR | 1M | 28K | – |
AIM ETF PRODUCTS TRUST | US LRGCP B20 APR | 697K | 22K | – |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 760K | 10K | – |
WISDOMTREE TR | US QTLY DIV GRT | 9M | 110K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 917K | 19K | – |
ISHARES TR | US TREAS BD ETF | 12M | 511K | – |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 851K | 2K | – |
FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 335K | 10K | – |
VANGUARD WORLD FD | UTILITIES ETF | 1M | 8K | – |
VANGUARD INDEX FDS | VALUE ETF | 3M | 19K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 13M | 268K | – |
POWERSHARES ACTIVELY MANAGED | VAR RATE INVT | 2M | 98K | – |
FIRST TR EXCHNG TRADED FD VI | VEST BUFFERED | 819K | 35K | – |
VANGUARD STAR FDS | VG TL INTL STK F | 516K | 9K | – |
ETFIS SER TR I | VIRTUS PVT CR | 735K | 32K | – |
BLACKROCK ETF TRUST | WORLD EX US CARB | 226K | 5K | – |