Regent Peak Wealth Advisors
Latest statistics and disclosures from Regent Peak Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VTI, IEFA, IEFA, AAPL, and represent 25.69% of Regent Peak Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$17M), IEFA (+$8.8M), DGRO (+$5.9M), IWF, SDY, SCHB, BND, EFA, JAAA, ETN.
- Started 18 new stock positions in AGG, OKE, XLF, COP, LRCX, SKYY, PR, PLTR, WBA, PAYC. ETN, SYK, MNST, BGS, BLK, CRWD, MRVL, MS.
- Reduced shares in these 10 stocks: TSM, ACN, ORCL, INFY, UNH, ADP, APD, NVO, HON, SBUX.
- Sold out of its positions in AFL, MO, AMT, CVS, DHI, DD, FCX, HPP, USMV, MPW. MU, NVO, PFE, PLD, TALO, UPS, VHT.
- Regent Peak Wealth Advisors was a net buyer of stock by $6.0M.
- Regent Peak Wealth Advisors has $891M in assets under management (AUM), dropping by 104.43%.
- Central Index Key (CIK): 0001803329
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Portfolio Holdings for Regent Peak Wealth Advisors
Regent Peak Wealth Advisors holds 358 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 8.1 | $72M | +30% | 249k | 289.81 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 8.1 | $72M | +30% | 249k | 289.81 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 3.2 | $28M | +45% | 400k | 70.28 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 3.2 | $28M | +45% | 400k | 70.28 |
|
| Apple Stock (AAPL) | 3.1 | $28M | 112k | 250.42 |
|
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| Apple Stock (AAPL) | 3.1 | $28M | 112k | 250.42 |
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| Vanguard Growth Etf Etf (VUG) | 2.5 | $22M | 54k | 410.44 |
|
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| Vanguard Growth Etf Etf (VUG) | 2.5 | $22M | 54k | 410.44 |
|
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 2.3 | $21M | +40% | 335k | 61.34 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 2.3 | $21M | +40% | 335k | 61.34 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 2.3 | $20M | +5% | 280k | 71.91 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 2.3 | $20M | +5% | 280k | 71.91 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 2.0 | $18M | -10% | 50k | 351.79 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 2.0 | $18M | -10% | 50k | 351.79 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 1.8 | $16M | +21% | 40k | 401.58 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 1.8 | $16M | +21% | 40k | 401.58 |
|
| Tesla Stock (TSLA) | 1.6 | $15M | 36k | 403.84 |
|
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| Tesla Stock (TSLA) | 1.6 | $15M | 36k | 403.84 |
|
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| Spdr S&p Dividend Etf Etf (SDY) | 1.6 | $14M | +18% | 105k | 132.10 |
|
| Spdr S&p Dividend Etf Etf (SDY) | 1.6 | $14M | +18% | 105k | 132.10 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 1.5 | $13M | -2% | 101k | 128.62 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 1.5 | $13M | -2% | 101k | 128.62 |
|
| Microsoft Corp Stock (MSFT) | 1.4 | $12M | 29k | 421.50 |
|
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| Microsoft Corp Stock (MSFT) | 1.4 | $12M | 29k | 421.50 |
|
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| Nvidia Corporation Stock (NVDA) | 1.2 | $11M | 82k | 134.29 |
|
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| Nvidia Corporation Stock (NVDA) | 1.2 | $11M | 82k | 134.29 |
|
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| Amazon Stock (AMZN) | 1.1 | $9.9M | 45k | 219.39 |
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| Amazon Stock (AMZN) | 1.1 | $9.9M | 45k | 219.39 |
|
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| Vanguard Value Etf Etf (VTV) | 1.1 | $9.6M | -2% | 57k | 169.30 |
|
| Vanguard Value Etf Etf (VTV) | 1.1 | $9.6M | -2% | 57k | 169.30 |
|
| Spire Stock (SR) | 1.1 | $9.5M | 140k | 67.83 |
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| Spire Stock (SR) | 1.1 | $9.5M | 140k | 67.83 |
|
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.7 | $6.5M | -5% | 11k | 586.08 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.7 | $6.5M | -5% | 11k | 586.08 |
|
| Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) | 0.7 | $6.5M | +12% | 128k | 50.71 |
|
| Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) | 0.7 | $6.5M | +12% | 128k | 50.71 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $4.6M | 10k | 453.28 |
|
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $4.6M | 10k | 453.28 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.5 | $4.5M | 24k | 189.30 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.5 | $4.5M | 24k | 189.30 |
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| Progressive Corp Stock (PGR) | 0.5 | $4.5M | 19k | 239.61 |
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| Progressive Corp Stock (PGR) | 0.5 | $4.5M | 19k | 239.61 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.4 | $3.4M | 18k | 190.44 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.4 | $3.4M | 18k | 190.44 |
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| Broadcom Stock (AVGO) | 0.3 | $3.1M | +2% | 13k | 231.84 |
|
| Broadcom Stock (AVGO) | 0.3 | $3.1M | +2% | 13k | 231.84 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $2.9M | +5% | 5.0k | 585.51 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $2.9M | +5% | 5.0k | 585.51 |
|
| Home Depot Stock (HD) | 0.3 | $2.8M | -36% | 7.2k | 389.01 |
|
| Home Depot Stock (HD) | 0.3 | $2.8M | -36% | 7.2k | 389.01 |
|
| Coca Cola Stock (KO) | 0.3 | $2.5M | -14% | 138k | 17.88 |
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| Coca Cola Stock (KO) | 0.3 | $2.5M | -14% | 138k | 17.88 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.3 | $2.2M | -3% | 10k | 220.96 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.3 | $2.2M | -3% | 10k | 220.96 |
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.2 | $2.0M | +219% | 88k | 22.70 |
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.2 | $2.0M | +219% | 88k | 22.70 |
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| Eli Lilly & Co Stock (LLY) | 0.2 | $2.0M | 2.6k | 771.95 |
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| Eli Lilly & Co Stock (LLY) | 0.2 | $2.0M | 2.6k | 771.95 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $1.9M | 3.3k | 588.74 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $1.9M | 3.3k | 588.74 |
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| Procter And Gamble Stock (PG) | 0.2 | $1.9M | 11k | 167.66 |
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| Procter And Gamble Stock (PG) | 0.2 | $1.9M | 11k | 167.66 |
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| Costco Whsl Corp Stock (COST) | 0.2 | $1.7M | +6% | 1.8k | 916.40 |
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| Costco Whsl Corp Stock (COST) | 0.2 | $1.7M | +6% | 1.8k | 916.40 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $1.6M | 3.1k | 511.30 |
|
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $1.6M | 3.1k | 511.30 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $1.6M | -47% | 5.4k | 289.90 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $1.6M | -47% | 5.4k | 289.90 |
|
| Oracle Corp Stock (ORCL) | 0.2 | $1.6M | -56% | 9.4k | 166.64 |
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| Oracle Corp Stock (ORCL) | 0.2 | $1.6M | -56% | 9.4k | 166.64 |
|
| Walmart Stock (WMT) | 0.2 | $1.6M | 17k | 90.35 |
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| Walmart Stock (WMT) | 0.2 | $1.6M | 17k | 90.35 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $1.6M | +2% | 6.5k | 239.71 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $1.6M | +2% | 6.5k | 239.71 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.2 | $1.6M | 2.5k | 621.80 |
|
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| Vanguard Information Technology Etf Etf (VGT) | 0.2 | $1.6M | 2.5k | 621.80 |
|
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| Visa Inc Com Cl A Stock (V) | 0.2 | $1.6M | +2% | 4.9k | 316.02 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $1.6M | +2% | 4.9k | 316.02 |
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| Southern Stock (SO) | 0.2 | $1.5M | 18k | 82.32 |
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| Southern Stock (SO) | 0.2 | $1.5M | 18k | 82.32 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.2 | $1.4M | 2.00 | 680920.00 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.2 | $1.4M | 2.00 | 680920.00 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $1.2M | +192% | 16k | 75.61 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $1.2M | +192% | 16k | 75.61 |
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| Netflix Stock (NFLX) | 0.1 | $1.2M | -4% | 1.3k | 891.32 |
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| Netflix Stock (NFLX) | 0.1 | $1.2M | -4% | 1.3k | 891.32 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $1.1M | -61% | 2.3k | 505.79 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $1.1M | -61% | 2.3k | 505.79 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $1.1M | -62% | 3.7k | 292.73 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $1.1M | -62% | 3.7k | 292.73 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $1.1M | 8.0k | 131.29 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $1.1M | 8.0k | 131.29 |
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| Abbvie Stock (ABBV) | 0.1 | $1.0M | 5.7k | 177.70 |
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| Abbvie Stock (ABBV) | 0.1 | $1.0M | 5.7k | 177.70 |
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| Merck & Co Stock (MRK) | 0.1 | $965k | -59% | 9.7k | 99.48 |
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| Merck & Co Stock (MRK) | 0.1 | $965k | -59% | 9.7k | 99.48 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $946k | +2% | 1.8k | 526.71 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $946k | +2% | 1.8k | 526.71 |
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| Johnson & Johnson Stock (JNJ) | 0.1 | $936k | -60% | 6.5k | 144.61 |
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| Johnson & Johnson Stock (JNJ) | 0.1 | $936k | -60% | 6.5k | 144.61 |
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| Honeywell Intl Stock (HON) | 0.1 | $921k | -65% | 4.1k | 225.89 |
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| Honeywell Intl Stock (HON) | 0.1 | $921k | -65% | 4.1k | 225.89 |
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| Enact Hldgs Stock (ACT) | 0.1 | $885k | 27k | 32.38 |
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| Enact Hldgs Stock (ACT) | 0.1 | $885k | 27k | 32.38 |
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| General Dynamics Corp Stock (GD) | 0.1 | $884k | -61% | 3.4k | 263.49 |
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| General Dynamics Corp Stock (GD) | 0.1 | $884k | -61% | 3.4k | 263.49 |
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| Spdr S&p Semiconductor Etf Etf (XSD) | 0.1 | $876k | 3.5k | 248.43 |
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| Spdr S&p Semiconductor Etf Etf (XSD) | 0.1 | $876k | 3.5k | 248.43 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $871k | -5% | 4.7k | 185.13 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $871k | -5% | 4.7k | 185.13 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $838k | 3.6k | 232.50 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $838k | 3.6k | 232.50 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $820k | -71% | 4.2k | 197.49 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $820k | -71% | 4.2k | 197.49 |
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| Salesforce Stock (CRM) | 0.1 | $818k | +3% | 2.4k | 334.36 |
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| Salesforce Stock (CRM) | 0.1 | $818k | +3% | 2.4k | 334.36 |
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| Illinois Tool Wks Stock (ITW) | 0.1 | $802k | -65% | 3.2k | 253.56 |
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| Illinois Tool Wks Stock (ITW) | 0.1 | $802k | -65% | 3.2k | 253.56 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $782k | 1.6k | 486.02 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $782k | 1.6k | 486.02 |
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| Linde Stock (LIN) | 0.1 | $767k | 1.8k | 418.60 |
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| Linde Stock (LIN) | 0.1 | $767k | 1.8k | 418.60 |
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| Intuit Stock (INTU) | 0.1 | $762k | 1.2k | 628.34 |
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| Intuit Stock (INTU) | 0.1 | $762k | 1.2k | 628.34 |
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| Union Pac Corp Stock (UNP) | 0.1 | $729k | -67% | 3.2k | 228.01 |
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| Union Pac Corp Stock (UNP) | 0.1 | $729k | -67% | 3.2k | 228.01 |
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| Amgen Stock (AMGN) | 0.1 | $727k | -66% | 2.8k | 260.64 |
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| Amgen Stock (AMGN) | 0.1 | $727k | -66% | 2.8k | 260.64 |
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| Apollo Global Mgmt Stock (APO) | 0.1 | $724k | 4.4k | 165.18 |
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| Apollo Global Mgmt Stock (APO) | 0.1 | $724k | 4.4k | 165.18 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $714k | 1.4k | 520.22 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $714k | 1.4k | 520.22 |
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| Pepsico Stock (PEP) | 0.1 | $712k | -66% | 4.7k | 152.06 |
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| Pepsico Stock (PEP) | 0.1 | $712k | -66% | 4.7k | 152.06 |
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| Ge Aerospace Stock (GE) | 0.1 | $677k | 4.1k | 166.79 |
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| Ge Aerospace Stock (GE) | 0.1 | $677k | 4.1k | 166.79 |
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| Air Prods & Chems Stock (APD) | 0.1 | $638k | -73% | 2.2k | 290.05 |
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| Air Prods & Chems Stock (APD) | 0.1 | $638k | -73% | 2.2k | 290.05 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $629k | 1.2k | 538.81 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $629k | 1.2k | 538.81 |
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| Exxon Mobil Corp Stock (XOM) | 0.1 | $616k | 5.7k | 107.57 |
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| Exxon Mobil Corp Stock (XOM) | 0.1 | $616k | 5.7k | 107.57 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $602k | -73% | 6.6k | 91.25 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $602k | -73% | 6.6k | 91.25 |
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| Chevron Corp Stock (CVX) | 0.1 | $596k | +4% | 4.1k | 144.85 |
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| Chevron Corp Stock (CVX) | 0.1 | $596k | +4% | 4.1k | 144.85 |
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| Caterpillar Stock (CAT) | 0.1 | $570k | 1.6k | 362.76 |
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| Caterpillar Stock (CAT) | 0.1 | $570k | 1.6k | 362.76 |
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| Health Care Select Sector Spdr Fund Etf (XLV) | 0.1 | $566k | 4.1k | 137.57 |
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| Health Care Select Sector Spdr Fund Etf (XLV) | 0.1 | $566k | 4.1k | 137.57 |
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| Abbott Labs Stock (ABT) | 0.1 | $551k | +2% | 4.9k | 113.11 |
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| Abbott Labs Stock (ABT) | 0.1 | $551k | +2% | 4.9k | 113.11 |
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| Adobe Stock (ADBE) | 0.1 | $547k | -3% | 1.2k | 444.68 |
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| Adobe Stock (ADBE) | 0.1 | $547k | -3% | 1.2k | 444.68 |
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| Eaton Corp Stock (ETN) | 0.1 | $532k | NEW | 1.6k | 331.87 |
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| Eaton Corp Stock (ETN) | 0.1 | $532k | NEW | 1.6k | 331.87 |
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| Texas Instrs Stock (TXN) | 0.1 | $532k | 2.8k | 187.52 |
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| Texas Instrs Stock (TXN) | 0.1 | $532k | 2.8k | 187.52 |
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| Bank America Corp Stock (BAC) | 0.1 | $526k | +10% | 12k | 43.95 |
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| Bank America Corp Stock (BAC) | 0.1 | $526k | +10% | 12k | 43.95 |
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| Cadence Design System Stock (CDNS) | 0.1 | $520k | 1.7k | 300.46 |
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| Cadence Design System Stock (CDNS) | 0.1 | $520k | 1.7k | 300.46 |
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| S&p Global Stock (SPGI) | 0.1 | $516k | 1.0k | 498.03 |
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| S&p Global Stock (SPGI) | 0.1 | $516k | 1.0k | 498.03 |
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| Advanced Micro Devices Stock (AMD) | 0.1 | $513k | -8% | 4.2k | 120.79 |
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| Advanced Micro Devices Stock (AMD) | 0.1 | $513k | -8% | 4.2k | 120.79 |
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| Infosys Adr (INFY) | 0.1 | $512k | -79% | 23k | 21.92 |
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| Infosys Adr (INFY) | 0.1 | $512k | -79% | 23k | 21.92 |
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| Nextera Energy Stock (NEE) | 0.1 | $507k | 7.1k | 71.69 |
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| Nextera Energy Stock (NEE) | 0.1 | $507k | 7.1k | 71.69 |
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| International Business Machs Stock (IBM) | 0.1 | $500k | 2.3k | 219.83 |
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| International Business Machs Stock (IBM) | 0.1 | $500k | 2.3k | 219.83 |
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| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.1 | $499k | 2.2k | 224.35 |
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| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.1 | $499k | 2.2k | 224.35 |
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| Blackrock Stock (BLK) | 0.1 | $493k | NEW | 481.00 | 1025.11 |
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| Autozone Stock (AZO) | 0.1 | $484k | 151.00 | 3202.00 |
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| Autozone Stock (AZO) | 0.1 | $484k | 151.00 | 3202.00 |
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| Fiserv Stock (FI) | 0.1 | $482k | 2.3k | 205.42 |
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| Fiserv Stock (FI) | 0.1 | $482k | 2.3k | 205.42 |
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| Danaher Corporation Stock (DHR) | 0.1 | $470k | 2.0k | 229.55 |
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| Danaher Corporation Stock (DHR) | 0.1 | $470k | 2.0k | 229.55 |
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| Lowes Cos Stock (LOW) | 0.1 | $458k | 1.9k | 246.80 |
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| Lowes Cos Stock (LOW) | 0.1 | $458k | 1.9k | 246.80 |
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| Cisco Sys Stock (CSCO) | 0.1 | $448k | 7.6k | 59.20 |
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| Cisco Sys Stock (CSCO) | 0.1 | $448k | 7.6k | 59.20 |
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| Kemper Corp Stock (KMPR) | 0.0 | $436k | -10% | 6.6k | 66.44 |
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| Kemper Corp Stock (KMPR) | 0.0 | $436k | -10% | 6.6k | 66.44 |
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| Constellation Energy Corp Stock (CEG) | 0.0 | $432k | 1.9k | 223.71 |
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| Constellation Energy Corp Stock (CEG) | 0.0 | $432k | 1.9k | 223.71 |
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| Servicenow Stock (NOW) | 0.0 | $416k | +3% | 392.00 | 1060.12 |
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| Servicenow Stock (NOW) | 0.0 | $416k | +3% | 392.00 | 1060.12 |
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| Rtx Corporation Stock (RTX) | 0.0 | $391k | 3.4k | 115.71 |
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| Rtx Corporation Stock (RTX) | 0.0 | $391k | 3.4k | 115.71 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.0 | $390k | 3.8k | 103.30 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.0 | $390k | 3.8k | 103.30 |
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| Goldman Sachs Group Stock (GS) | 0.0 | $389k | +3% | 680.00 | 572.62 |
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| Goldman Sachs Group Stock (GS) | 0.0 | $389k | +3% | 680.00 | 572.62 |
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| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.0 | $387k | +5% | 4.8k | 80.93 |
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| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.0 | $387k | +5% | 4.8k | 80.93 |
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| Wells Fargo Stock (WFC) | 0.0 | $379k | +2% | 5.4k | 70.24 |
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| Wells Fargo Stock (WFC) | 0.0 | $379k | +2% | 5.4k | 70.24 |
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| Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $379k | 1.4k | 280.06 |
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| Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $379k | 1.4k | 280.06 |
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| Intuitive Surgical Stock (ISRG) | 0.0 | $371k | 711.00 | 521.96 |
|
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $371k | 711.00 | 521.96 |
|
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $371k | 1.4k | 264.13 |
|
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $371k | 1.4k | 264.13 |
|
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $363k | -3% | 4.1k | 89.07 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $363k | -3% | 4.1k | 89.07 |
|
| American Express Stock (AXP) | 0.0 | $356k | +2% | 1.2k | 296.79 |
|
| American Express Stock (AXP) | 0.0 | $356k | +2% | 1.2k | 296.79 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $344k | -82% | 732.00 | 469.30 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $344k | -82% | 732.00 | 469.30 |
|
| Allstate Corp Stock (ALL) | 0.0 | $337k | 1.7k | 192.79 |
|
|
| Allstate Corp Stock (ALL) | 0.0 | $337k | 1.7k | 192.79 |
|
|
| Cava Group Stock (CAVA) | 0.0 | $336k | 3.0k | 112.80 |
|
|
| Cava Group Stock (CAVA) | 0.0 | $336k | 3.0k | 112.80 |
|
|
| Cme Group Stock (CME) | 0.0 | $336k | 1.4k | 232.23 |
|
|
| Cme Group Stock (CME) | 0.0 | $336k | 1.4k | 232.23 |
|
|
| Deere & Co Stock (DE) | 0.0 | $330k | +2% | 778.00 | 423.70 |
|
| Deere & Co Stock (DE) | 0.0 | $330k | +2% | 778.00 | 423.70 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $326k | 1.7k | 192.85 |
|
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $326k | 1.7k | 192.85 |
|
|
| Disney Walt Stock (DIS) | 0.0 | $325k | +4% | 2.9k | 111.35 |
|
| Disney Walt Stock (DIS) | 0.0 | $325k | +4% | 2.9k | 111.35 |
|
| Verizon Communications Stock (VZ) | 0.0 | $325k | 8.1k | 39.99 |
|
|
| Verizon Communications Stock (VZ) | 0.0 | $325k | 8.1k | 39.99 |
|
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $325k | NEW | 4.3k | 75.63 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $325k | NEW | 4.3k | 75.63 |
|
| Blackstone Stock (BX) | 0.0 | $321k | +5% | 1.9k | 172.46 |
|
| Blackstone Stock (BX) | 0.0 | $321k | +5% | 1.9k | 172.46 |
|
| Ge Vernova Stock (GEV) | 0.0 | $318k | +3% | 966.00 | 328.93 |
|
| Ge Vernova Stock (GEV) | 0.0 | $318k | +3% | 966.00 | 328.93 |
|
| Qualcomm Stock (QCOM) | 0.0 | $316k | +3% | 2.1k | 153.62 |
|
| Qualcomm Stock (QCOM) | 0.0 | $316k | +3% | 2.1k | 153.62 |
|
| Nisource Stock (NI) | 0.0 | $314k | 8.5k | 36.76 |
|
|
| Nisource Stock (NI) | 0.0 | $314k | 8.5k | 36.76 |
|
|
| Simon Ppty Group Reit (SPG) | 0.0 | $312k | 1.8k | 172.21 |
|
|
| Simon Ppty Group Reit (SPG) | 0.0 | $312k | 1.8k | 172.21 |
|
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $305k | -81% | 4.0k | 75.67 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $305k | -81% | 4.0k | 75.67 |
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.0 | $304k | 16k | 19.59 |
|
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.0 | $304k | 16k | 19.59 |
|
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $304k | NEW | 3.1k | 96.90 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $304k | NEW | 3.1k | 96.90 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $301k | -5% | 8.0k | 37.53 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $301k | -5% | 8.0k | 37.53 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $300k | +11% | 1.5k | 195.80 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $300k | +11% | 1.5k | 195.80 |
|
| At&t Stock (T) | 0.0 | $296k | -23% | 13k | 22.77 |
|
| At&t Stock (T) | 0.0 | $296k | -23% | 13k | 22.77 |
|
| Elevance Health Stock (ELV) | 0.0 | $291k | -8% | 789.00 | 368.90 |
|
| Elevance Health Stock (ELV) | 0.0 | $291k | -8% | 789.00 | 368.90 |
|
| Fedex Corp Stock (FDX) | 0.0 | $288k | -7% | 1.0k | 281.33 |
|
| Fedex Corp Stock (FDX) | 0.0 | $288k | -7% | 1.0k | 281.33 |
|
| Paccar Stock (PCAR) | 0.0 | $284k | 2.7k | 104.03 |
|
|
| Paccar Stock (PCAR) | 0.0 | $284k | 2.7k | 104.03 |
|
|
| T-mobile Us Stock (TMUS) | 0.0 | $283k | 1.3k | 220.73 |
|
|
| T-mobile Us Stock (TMUS) | 0.0 | $283k | 1.3k | 220.73 |
|
|
| Philip Morris Intl Stock (PM) | 0.0 | $277k | +4% | 2.3k | 120.35 |
|
| Philip Morris Intl Stock (PM) | 0.0 | $277k | +4% | 2.3k | 120.35 |
|
| Paychex Stock (PAYX) | 0.0 | $275k | 2.0k | 140.22 |
|
|
| Paychex Stock (PAYX) | 0.0 | $275k | 2.0k | 140.22 |
|
|
| Csx Corp Stock (CSX) | 0.0 | $273k | 8.4k | 32.27 |
|
|
| Csx Corp Stock (CSX) | 0.0 | $273k | 8.4k | 32.27 |
|
|
| Booking Holdings Stock (BKNG) | 0.0 | $268k | -3% | 54.00 | 4968.43 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $268k | -3% | 54.00 | 4968.43 |
|
| Applied Matls Stock (AMAT) | 0.0 | $267k | -4% | 1.6k | 162.63 |
|
| Applied Matls Stock (AMAT) | 0.0 | $267k | -4% | 1.6k | 162.63 |
|
| Ishares Biotechnology Etf Etf (IBB) | 0.0 | $265k | -5% | 2.0k | 132.19 |
|
| Ishares Biotechnology Etf Etf (IBB) | 0.0 | $265k | -5% | 2.0k | 132.19 |
|
| Moodys Corp Stock (MCO) | 0.0 | $264k | 558.00 | 473.37 |
|
|
| Moodys Corp Stock (MCO) | 0.0 | $264k | 558.00 | 473.37 |
|
|
| Target Corp Stock (TGT) | 0.0 | $263k | -23% | 1.9k | 135.18 |
|
| Target Corp Stock (TGT) | 0.0 | $263k | -23% | 1.9k | 135.18 |
|
| Vanguard Industrials Etf Etf (VIS) | 0.0 | $254k | 1.0k | 254.39 |
|
|
| Vanguard Industrials Etf Etf (VIS) | 0.0 | $254k | 1.0k | 254.39 |
|
|
| Digital Rlty Tr Reit (DLR) | 0.0 | $246k | 1.4k | 177.28 |
|
|
| Digital Rlty Tr Reit (DLR) | 0.0 | $246k | 1.4k | 177.28 |
|
|
| Mckesson Corp Stock (MCK) | 0.0 | $244k | 428.00 | 569.91 |
|
|
| Mckesson Corp Stock (MCK) | 0.0 | $244k | 428.00 | 569.91 |
|
|
| Chubb Stock (CB) | 0.0 | $243k | -29% | 879.00 | 276.30 |
|
| Chubb Stock (CB) | 0.0 | $243k | -29% | 879.00 | 276.30 |
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.0 | $242k | 569.00 | 425.40 |
|
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.0 | $242k | 569.00 | 425.40 |
|
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $238k | 1.2k | 201.79 |
|
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $238k | 1.2k | 201.79 |
|
|
| M & T Bk Corp Stock (MTB) | 0.0 | $236k | 1.3k | 188.01 |
|
|
| M & T Bk Corp Stock (MTB) | 0.0 | $236k | 1.3k | 188.01 |
|
|
| Loews Corp Stock (L) | 0.0 | $231k | 2.7k | 84.69 |
|
|
| Loews Corp Stock (L) | 0.0 | $231k | 2.7k | 84.69 |
|
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $228k | 320.00 | 712.33 |
|
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $228k | 320.00 | 712.33 |
|
|
| Prudential Finl Stock (PRU) | 0.0 | $224k | 1.9k | 118.53 |
|
|
| Prudential Finl Stock (PRU) | 0.0 | $224k | 1.9k | 118.53 |
|
|
| Lam Research Corp Stock (LRCX) | 0.0 | $224k | NEW | 3.1k | 72.23 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $224k | -2% | 556.00 | 402.70 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $224k | -2% | 556.00 | 402.70 |
|
| Analog Devices Stock (ADI) | 0.0 | $222k | +3% | 1.0k | 212.46 |
|
| Analog Devices Stock (ADI) | 0.0 | $222k | +3% | 1.0k | 212.46 |
|
| Paycom Software Stock (PAYC) | 0.0 | $220k | NEW | 1.1k | 204.97 |
|
| Paycom Software Stock (PAYC) | 0.0 | $220k | NEW | 1.1k | 204.97 |
|
| Sherwin Williams Stock (SHW) | 0.0 | $218k | 642.00 | 339.93 |
|
|
| Sherwin Williams Stock (SHW) | 0.0 | $218k | 642.00 | 339.93 |
|
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $216k | +3% | 1.0k | 212.41 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $216k | +3% | 1.0k | 212.41 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $213k | 751.00 | 283.85 |
|
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $213k | 751.00 | 283.85 |
|
|
| Tjx Cos Stock (TJX) | 0.0 | $213k | -7% | 1.8k | 120.81 |
|
| Tjx Cos Stock (TJX) | 0.0 | $213k | -7% | 1.8k | 120.81 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $212k | NEW | 620.00 | 342.16 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $212k | NEW | 620.00 | 342.16 |
|
| First Trust Cloud Computing Etf Etf (SKYY) | 0.0 | $210k | NEW | 1.8k | 119.12 |
|
| First Trust Cloud Computing Etf Etf (SKYY) | 0.0 | $210k | NEW | 1.8k | 119.12 |
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $210k | 894.00 | 234.70 |
|
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $210k | 894.00 | 234.70 |
|
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $210k | 1.1k | 198.18 |
|
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $210k | 1.1k | 198.18 |
|
|
| Financial Select Sector Spdr Fund Etf (XLF) | 0.0 | $209k | NEW | 4.3k | 48.33 |
|
| Financial Select Sector Spdr Fund Etf (XLF) | 0.0 | $209k | NEW | 4.3k | 48.33 |
|
| United Rentals Stock (URI) | 0.0 | $209k | 296.00 | 704.44 |
|
|
| United Rentals Stock (URI) | 0.0 | $209k | 296.00 | 704.44 |
|
|
| Oneok Stock (OKE) | 0.0 | $207k | NEW | 2.1k | 100.40 |
|
| Oneok Stock (OKE) | 0.0 | $207k | NEW | 2.1k | 100.40 |
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $207k | NEW | 3.9k | 52.56 |
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $207k | NEW | 3.9k | 52.56 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $206k | -3% | 1.4k | 149.01 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $206k | -3% | 1.4k | 149.01 |
|
| Intel Corp Stock (INTC) | 0.0 | $204k | -8% | 10k | 20.05 |
|
| Intel Corp Stock (INTC) | 0.0 | $204k | -8% | 10k | 20.05 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $204k | NEW | 567.00 | 360.05 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $204k | NEW | 567.00 | 360.05 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $204k | -7% | 3.4k | 59.73 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $204k | -7% | 3.4k | 59.73 |
|
| Morgan Stanley Stock (MS) | 0.0 | $202k | NEW | 1.6k | 125.72 |
|
| Morgan Stanley Stock (MS) | 0.0 | $202k | NEW | 1.6k | 125.72 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $202k | 1.2k | 162.93 |
|
|
| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $202k | 1.2k | 162.93 |
|
|
| Welltower Reit (WELL) | 0.0 | $201k | 1.6k | 126.03 |
|
|
| Welltower Reit (WELL) | 0.0 | $201k | 1.6k | 126.03 |
|
|
| Conocophillips Stock (COP) | 0.0 | $201k | NEW | 2.0k | 99.17 |
|
| Conocophillips Stock (COP) | 0.0 | $201k | NEW | 2.0k | 99.17 |
|
| Marvell Technology Stock (MRVL) | 0.0 | $200k | NEW | 1.8k | 110.45 |
|
| Marvell Technology Stock (MRVL) | 0.0 | $200k | NEW | 1.8k | 110.45 |
|
| Permian Resources Corp Class A Stock (PR) | 0.0 | $185k | NEW | 13k | 14.38 |
|
| Permian Resources Corp Class A Stock (PR) | 0.0 | $185k | NEW | 13k | 14.38 |
|
| Ford Mtr Stock (F) | 0.0 | $170k | -3% | 17k | 9.90 |
|
| Ford Mtr Stock (F) | 0.0 | $170k | -3% | 17k | 9.90 |
|
| Capitol Fed Finl Stock (CFFN) | 0.0 | $144k | 24k | 5.91 |
|
|
| Capitol Fed Finl Stock (CFFN) | 0.0 | $144k | 24k | 5.91 |
|
|
| Walgreens Boots Alliance Stock (WBA) | 0.0 | $125k | NEW | 13k | 9.33 |
|
| Walgreens Boots Alliance Stock (WBA) | 0.0 | $125k | NEW | 13k | 9.33 |
|
| B & G Foods Stock (BGS) | 0.0 | $81k | NEW | 12k | 6.89 |
|
| B & G Foods Stock (BGS) | 0.0 | $81k | NEW | 12k | 6.89 |
|
| Mesa Air Group Stock (MESA) | 0.0 | $35k | 30k | 1.16 |
|
|
| Mesa Air Group Stock (MESA) | 0.0 | $35k | 30k | 1.16 |
|
|
| Xcel Brands Stock (XELB) | 0.0 | $7.6k | 15k | 0.51 |
|
|
| Xcel Brands Stock (XELB) | 0.0 | $7.6k | 15k | 0.51 |
|
Past Filings by Regent Peak Wealth Advisors
SEC 13F filings are viewable for Regent Peak Wealth Advisors going back to 2019
- Regent Peak Wealth Advisors 2024 Q4 amended filed Jan. 16, 2025
- Regent Peak Wealth Advisors 2024 Q4 filed Jan. 7, 2025
- Regent Peak Wealth Advisors 2024 Q3 filed Oct. 16, 2024
- Regent Peak Wealth Advisors 2024 Q2 filed Aug. 14, 2024
- Regent Peak Wealth Advisors 2024 Q1 filed May 1, 2024
- Regent Peak Wealth Advisors 2023 Q4 filed Jan. 23, 2024
- Regent Peak Wealth Advisors 2023 Q3 filed Nov. 3, 2023
- Regent Peak Wealth Advisors 2023 Q2 filed July 19, 2023
- Regent Peak Wealth Advisors 2023 Q1 filed April 24, 2023
- Regent Peak Wealth Advisors 2022 Q4 filed Feb. 8, 2023
- Regent Peak Wealth Advisors 2022 Q3 filed Nov. 14, 2022
- Regent Peak Wealth Advisors 2022 Q2 filed Aug. 11, 2022
- Regent Peak Wealth Advisors 2022 Q1 filed May 3, 2022
- Regent Peak Wealth Advisors 2021 Q4 filed Feb. 11, 2022
- Regent Peak Wealth Advisors 2021 Q3 filed Nov. 8, 2021
- Regent Peak Wealth Advisors 2021 Q2 filed Aug. 16, 2021