Holdings Channel
Size ($ in 1000's)
At 12/31/2019: $154,511
At 09/30/2019: $145,736

Regal Wealth Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Regal Wealth Group Inc. 13F filings. Link to 13F filings: SEC filings

Regal Wealth Group Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IWF) 122,021 +428 $21,466
     IWF122,021+428$21,466
ISHARES TR (IWD) 150,517 +1,459 $20,543
     IWD150,517+1,459$20,543
ISHARES TR (USMV) 190,375 +1,593 $12,489
     USMV190,375+1,593$12,489
ISHARES TR (IVV) 33,536 -1,067 $10,840
     IVV33,536-1,067$10,840
ISHARES TR (LQD) 74,807 -932 $9,572
     LQD74,807-932$9,572
ISHARES TR (AGG) 77,216 -692 $8,677
     AGG77,216-692$8,677
BOEING CO 25,776 +409 $8,397
     BA25,776+409$8,397
ISHARES TR (MTUM) 58,185 +776 $7,306
     MTUM58,185+776$7,306
ROCKWELL AUTOMATION INC 30,873 +84 $6,257
     ROK30,873+84$6,257
ISHARES TR (HYG) 61,266 -95 $5,388
     HYG61,266-95$5,388
ISHARES TR (IWO) 18,797 +329 $4,027
     IWO18,797+329$4,027
ISHARES TR (IWN) 31,224 +462 $4,015
     IWN31,224+462$4,015
ISHARES TR (SHYG) 75,748 +196 $3,517
     SHYG75,748+196$3,517
ISHARES TR (IVW) 12,841 -564 $2,487
     IVW12,841-564$2,487
ISHARES TR (IVE) 18,322 -696 $2,384
     IVE18,322-696$2,384
ISHARES TR (IWB) 10,843 +4 $1,935
     IWB10,843+4$1,935
VANGUARD INDEX FDS (VO) 10,500 UNCH $1,871
     VO10,500UNCH$1,871
UNITED TECHNOLOGIES CORP 12,204 +54 $1,828
     UTX12,204+54$1,828
SKYWORKS SOLUTIONS INC 14,614 +14 $1,767
     SWKS14,614+14$1,767
ISHARES TR (IWM) 10,308 +2 $1,708
     IWM10,308+2$1,708
VANGUARD INDEX FDS (VTI) 10,400 UNCH $1,702
     VTI10,400UNCH$1,702
MICROSOFT CORP 10,108 -2 $1,594
     MSFT10,108-2$1,594
INVESCO EXCHANGE TRADED FD T (RSP) 9,246 -80 $1,070
     RSP9,246-80$1,070
VANGUARD INDEX FDS (VB) 6,308 UNCH $1,045
     VB6,308UNCH$1,045
ISHARES TR (IJR) 9,850 -582 $826
     IJR9,850-582$826
APPLE INC 2,420 -432 $711
     AAPL2,420-432$711
MERCK & CO INC 5,474 +1 $498
     MRK5,474+1$498
VANGUARD INDEX FDS (VNQ) 4,812 +28 $446
     VNQ4,812+28$446
INTEL CORP 7,246 +3 $434
     INTC7,246+3$434
MCDONALDS CORP 2,117 -75 $418
     MCD2,117-75$418
EDISON INTL 5,447 UNCH $411
     EIX5,447UNCH$411
EXELON CORP 6,890 +52 $314
     EXC6,890+52$314
FACEBOOK INC 1,482 +61 $304
     FB1,482+61$304
SPDR S&P 500 ETF TR (SPY) 915 +5 $294
     SPY915+5$294
PROCTER & GAMBLE CO 2,346 +143 $293
     PG2,346+143$293
ISHARES INC (EUSA) 4,297 -1,046 $275
     EUSA4,297-1,046$275
MARRIOTT INTL INC NEW 1,690 +6 $256
     MAR1,690+6$256
DISNEY WALT CO 1,733 +900 $251
     DIS1,733+900$251
VERIZON COMMUNICATIONS INC 3,994 +314 $245
     VZ3,994+314$245
UNITEDHEALTH GROUP INC 811 +4 $238
     UNH811+4$238
FIDELITY COVINGTON TR 5,571 -1,274 $210
     FQAL5,571-1,274$210
ALLSTATE CORP 1,860 UNCH $209
     ALL1,860UNCH$209
ISHARES TR (DVY) 1,853 -84 $196
     DVY1,853-84$196
BERKSHIRE HATHAWAY INC DEL      $187
     BRK.B824+23$187
ESCO TECHNOLOGIES INC 2,004 +2 $185
     ESE2,004+2$185
AT&T INC 4,237 +2,668 $166
     T4,237+2,668$166
ISHARES TR (ACWX) 3,071 +49 $151
     ACWX3,071+49$151
COSTCO WHSL CORP NEW 477 UNCH $140
     COST477UNCH$140
LINDE PLC 656 +1 $140
     LIN656+1$140
ORACLE CORP 2,521 +166 $134
     ORCL2,521+166$134

See Full List: All Stocks Held By Regal Wealth Group Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Regal Wealth Group Inc.

Regal Wealth Group Inc. Top Holdings 13F Filings | www.HoldingsChannel.com | Copyright © 2013 - 2020, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.