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Name: |
Regal Wealth Group Inc. |
City: |
SEAL BEACH |
State: |
CA |
Zip: |
90740 |
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Holdings
Found :
8 |
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Unchanged Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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IWM |
iShares Tr Russell 2000 Indx |
20 |
- |
$220.76 |
$1,803,000 |
9,303 |
1.11% |
159,000 |
0 |
0 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
21 |
- |
$236.81 |
$1,199,000 |
5,809 |
0.74% |
101,000 |
0 |
0.003 |
Closed - End Fund - E... |
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UNH |
Unitedhealth Group Inc |
29 |
- |
$573.41 |
$540,000 |
991 |
0.33% |
40,000 |
0 |
0 |
Health Care Plans |
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EIX |
Edison International |
32 |
- |
$86.10 |
$365,000 |
5,049 |
0.23% |
45,000 |
0 |
0.001 |
Electric Utilities |
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PG |
Procter & Gamble Co |
35 |
- |
$173.77 |
$314,000 |
2,112 |
0.19% |
6,000 |
0 |
0 |
Cleaning Products |
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EUSA |
Ishares Msci Usa Index Fund |
36 |
- |
$88.13 |
$295,000 |
3,572 |
0.18% |
26,000 |
0 |
0.04 |
N/A |
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BRK.B |
Berkshire Hathaway B |
39 |
- |
$454.98 |
$248,000 |
681 |
0.15% |
9,000 |
0 |
0 |
Property & Casualty I... |
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CVX |
Chevron Corp |
40 |
- |
$147.54 |
$242,000 |
1,606 |
0.15% |
-29,000 |
0 |
0 |
Integrated Oil & Gas |
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