Portfolio (Quarterly)
Guide ↗
Regal Investment Advisors LLC
· CIK 0001559789| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SOUN | SOUNDHOUND AI INC | Technology | 12,279 | $122K | 0.01% | SOLD |
| 22 | STKL | SUNOPTA INC | Consumer Defensive | 19,765 | $75K | 0.00% | SOLD |
| 23 | ALDX | ALDEYRA THERAPEUTICS INC | Healthcare | 13,565 | $70K | 0.00% | SOLD |
| 24 | INDI | INDIE SEMICONDUCTOR INC | Technology | 14,238 | $50K | 0.00% | SOLD |
| 25 | HOWL | WEREWOLF THERAPEUTICS INC | Healthcare | 52,593 | $33K | 0.00% | SOLD |
| 26 | ABEV | AMBEV SA | Consumer Defensive | 11,148 | $28K | 0.00% | SOLD |
| 27 | CODX | CO-DIAGNOSTICS INC | Healthcare | 25,000 | $4K | — | SOLD |
| 28 | — | INCANNEX HEALTHCARE INC | — | 10,445 | $4K | — | SOLD |
Sector Allocation
Financial Services
21.9%
Technology
20.5%
Healthcare
13.6%
Consumer Defensive
10.1%
Industrials
7.4%
Energy
7.4%
Communication Services
6.6%
Consumer Cyclical
6.0%
Utilities
4.0%
Basic Materials
1.8%