Regent Peak Wealth Advisors

Latest statistics and disclosures from Regent Peak Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Regent Peak Wealth Advisors

Regent Peak Wealth Advisors holds 168 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 10.8 $40M 169k 237.22
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Apple (AAPL) 5.8 $21M 111k 192.53
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Accenture Plc Ireland Shs Class A (ACN) 5.2 $19M +8% 55k 350.91
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Ishares Tr Core S&p Ttl Stk (ITOT) 4.9 $18M -14% 173k 105.23
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Vanguard Index Fds Growth Etf (VUG) 4.8 $18M -2% 57k 310.88
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Spdr Ser Tr S&p Divid Etf (SDY) 3.3 $12M -28% 96k 124.97
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Microsoft Corporation (MSFT) 3.2 $12M 31k 376.04
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Ishares Tr Rus 1000 Grw Etf (IWF) 3.0 $11M -14% 36k 303.17
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Spire (SR) 2.9 $11M 172k 62.34
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Ishares Tr Core Msci Eafe (IEFA) 2.7 $9.8M +105% 139k 70.35
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $9.8M +803% 133k 73.55
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Coca-Cola Company (KO) 2.6 $9.7M 165k 58.93
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Ishares Tr Core Div Grwth (DGRO) 2.6 $9.7M +22% 180k 53.82
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Vanguard Index Fds Value Etf (VTV) 2.5 $9.3M -3% 62k 149.50
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Amazon (AMZN) 2.0 $7.4M +7% 49k 151.94
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $7.2M -21% 15k 475.31
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Tesla Motors (TSLA) 1.8 $6.5M +4% 26k 248.48
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Home Depot (HD) 1.2 $4.3M 12k 346.55
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NVIDIA Corporation (NVDA) 1.2 $4.3M 8.7k 495.24
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Ishares Tr Russell 2000 Etf (IWM) 1.1 $3.9M 20k 200.71
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McDonald's Corporation (MCD) 1.0 $3.6M +16% 12k 296.51
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Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $3.6M +13% 41k 88.36
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $3.5M 9.9k 356.66
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $3.3M +4% 24k 139.69
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UnitedHealth (UNH) 0.9 $3.3M +121% 6.2k 526.47
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Merck & Co (MRK) 0.9 $3.2M +13% 29k 109.02
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Progressive Corporation (PGR) 0.8 $2.9M 19k 159.28
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Union Pacific Corporation (UNP) 0.8 $2.9M 12k 245.62
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Honeywell International (HON) 0.8 $2.8M +4% 13k 209.71
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General Dynamics Corporation (GD) 0.8 $2.8M 11k 259.67
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Lockheed Martin Corporation (LMT) 0.8 $2.8M +6% 6.2k 453.25
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Illinois Tool Works (ITW) 0.8 $2.8M +2% 11k 261.94
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Amgen (AMGN) 0.8 $2.8M 9.6k 288.02
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Automatic Data Processing (ADP) 0.7 $2.7M 12k 232.97
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Oracle Corporation (ORCL) 0.7 $2.7M +231% 25k 105.43
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Starbucks Corporation (SBUX) 0.7 $2.6M +8% 27k 96.01
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Alphabet Cap Stk Cl C (GOOG) 0.7 $2.6M +2% 18k 140.93
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Raytheon Technologies Corp (RTX) 0.7 $2.5M +47% 30k 84.14
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Cisco Systems (CSCO) 0.7 $2.5M 49k 50.52
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $2.4M +5% 23k 104.00
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Infosys Sponsored Adr (INFY) 0.6 $2.3M 124k 18.38
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Air Products & Chemicals (APD) 0.6 $2.2M +4% 8.1k 273.80
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Northrop Grumman Corporation (NOC) 0.6 $2.1M +17% 4.5k 468.14
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Procter & Gamble Company (PG) 0.5 $1.8M 12k 146.54
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Meta Platforms Cl A (META) 0.5 $1.7M +2% 4.8k 353.96
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.6M 3.4k 477.67
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $1.6M 29k 55.67
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Eli Lilly & Co. (LLY) 0.4 $1.5M 2.6k 582.87
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Vanguard World Fds Inf Tech Etf (VGT) 0.4 $1.4M -4% 2.9k 483.97
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Broadcom (AVGO) 0.4 $1.4M 1.2k 1116.25
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Southern Company (SO) 0.3 $1.3M -20% 18k 70.12
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Visa Com Cl A (V) 0.3 $1.3M 4.9k 260.35
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Johnson & Johnson (JNJ) 0.3 $1.1M -63% 7.2k 156.73
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Costco Wholesale Corporation (COST) 0.3 $1.1M +4% 1.7k 659.94
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.1M 2.7k 409.56
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.1M 2.00 542625.00
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JPMorgan Chase & Co. (JPM) 0.3 $1.1M 6.4k 170.11
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Ishares Tr Select Divid Etf (DVY) 0.3 $996k +214% 8.5k 117.22
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Abbvie (ABBV) 0.2 $874k 5.6k 154.97
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $864k 5.2k 165.25
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Wal-Mart Stores (WMT) 0.2 $861k +3% 5.5k 157.65
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Adobe Systems Incorporated (ADBE) 0.2 $813k -2% 1.4k 596.60
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Spdr Ser Tr S&p Semicndctr (XSD) 0.2 $804k 3.6k 224.78
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Mastercard Incorporated Cl A (MA) 0.2 $781k 1.8k 426.49
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Chevron Corporation (CVX) 0.2 $753k 5.0k 149.17
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Linde SHS (LIN) 0.2 $725k +64% 1.8k 410.73
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Thermo Fisher Scientific (TMO) 0.2 $719k -6% 1.4k 530.67
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Pepsi (PEP) 0.2 $706k 4.2k 169.84
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Intuit (INTU) 0.2 $702k +6% 1.1k 624.86
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Select Sector Spdr Tr Technology (XLK) 0.2 $691k 3.6k 192.48
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Intel Corporation (INTC) 0.2 $685k +5% 14k 50.25
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Netflix (NFLX) 0.2 $635k 1.3k 486.88
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Advanced Micro Devices (AMD) 0.2 $633k +13% 4.3k 147.41
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salesforce (CRM) 0.2 $625k 2.4k 263.14
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Abbott Laboratories (ABT) 0.2 $620k -76% 5.6k 110.07
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $565k -11% 4.1k 136.39
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $558k -12% 1.3k 436.80
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Texas Instruments Incorporated (TXN) 0.1 $552k -4% 3.2k 170.47
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Exxon Mobil Corporation (XOM) 0.1 $534k -70% 5.3k 99.98
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $516k -22% 6.8k 75.35
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General Electric Com New (GE) 0.1 $514k +2% 4.0k 127.63
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Nike CL B (NKE) 0.1 $466k +13% 4.3k 108.57
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United Parcel Service CL B (UPS) 0.1 $465k +2% 3.0k 157.22
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Caterpillar (CAT) 0.1 $464k 1.6k 295.67
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Danaher Corporation (DHR) 0.1 $452k +3% 2.0k 231.34
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Cadence Design Systems (CDNS) 0.1 $436k 1.6k 272.37
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EXACT Sciences Corporation (EXAS) 0.1 $431k 5.8k 73.98
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S&p Global (SPGI) 0.1 $426k 966.00 440.52
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Lowe's Companies (LOW) 0.1 $421k -4% 1.9k 222.55
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $416k -5% 1.7k 241.77
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $410k -10% 2.3k 178.81
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Nextera Energy (NEE) 0.1 $408k 6.7k 60.74
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Kemper Corp Del (KMPR) 0.1 $398k 8.2k 48.67
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AutoZone (AZO) 0.1 $393k 152.00 2585.61
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Pfizer (PFE) 0.1 $391k 14k 28.79
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Anthem (ELV) 0.1 $388k +3% 822.00 471.56
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International Business Machines (IBM) 0.1 $385k 2.4k 163.55
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BlackRock (BLK) 0.1 $383k 472.00 811.80
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Eaton Corp SHS (ETN) 0.1 $371k 1.5k 240.82
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Cme (CME) 0.1 $354k 1.7k 210.62
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At&t (T) 0.1 $351k -10% 21k 16.78
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Deere & Company (DE) 0.1 $338k 846.00 399.87
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Bank of America Corporation (BAC) 0.1 $336k +3% 10k 33.67
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $331k -5% 1.4k 232.59
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CVS Caremark Corporation (CVS) 0.1 $329k +3% 4.2k 78.96
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Bristol Myers Squibb (BMY) 0.1 $322k -82% 6.3k 51.31
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $317k 4.5k 70.28
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FedEx Corporation (FDX) 0.1 $311k +6% 1.2k 252.97
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Fiserv (FI) 0.1 $305k 2.3k 132.84
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $294k 3.8k 78.02
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Ishares Tr Ishares Biotech (IBB) 0.1 $289k 2.1k 135.88
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Chubb (CB) 0.1 $288k +2% 1.3k 226.00
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Norfolk Southern (NSC) 0.1 $287k -30% 1.2k 236.38
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Verizon Communications (VZ) 0.1 $287k +16% 7.6k 37.70
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Comcast Corp Cl A (CMCSA) 0.1 $285k +2% 6.5k 43.85
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Applied Materials (AMAT) 0.1 $282k 1.7k 162.07
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Target Corporation (TGT) 0.1 $280k -5% 2.0k 142.42
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CSX Corporation (CSX) 0.1 $280k 8.1k 34.67
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Boeing Company (BA) 0.1 $277k -3% 1.1k 260.66
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Servicenow (NOW) 0.1 $272k NEW 385.00 706.49
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Regeneron Pharmaceuticals (REGN) 0.1 $271k +3% 309.00 878.29
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Paccar (PCAR) 0.1 $266k +2% 2.7k 97.65
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Qualcomm (QCOM) 0.1 $262k NEW 1.8k 144.63
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Mondelez Intl Cl A (MDLZ) 0.1 $262k 3.6k 72.43
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Simon Property (SPG) 0.1 $261k -2% 1.8k 142.64
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Zoetis Cl A (ZTS) 0.1 $261k -8% 1.3k 197.37
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $258k -8% 1.4k 179.97
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Altria (MO) 0.1 $250k -6% 6.2k 40.34
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Goldman Sachs (GS) 0.1 $245k -46% 634.00 385.77
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Walt Disney Company (DIS) 0.1 $244k NEW 2.7k 90.29
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Ford Motor Company (F) 0.1 $244k -2% 20k 12.19
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Allstate Corporation (ALL) 0.1 $241k NEW 1.7k 139.98
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Wells Fargo & Company (WFC) 0.1 $239k NEW 4.9k 49.22
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Paycom Software (PAYC) 0.1 $232k +2% 1.1k 206.72
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Constellation Energy (CEG) 0.1 $232k 2.0k 116.89
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Intuitive Surgical Com New (ISRG) 0.1 $232k NEW 687.00 337.36
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PNC Financial Services (PNC) 0.1 $231k NEW 1.5k 154.85
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Paychex (PAYX) 0.1 $230k 1.9k 119.11
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Prologis (PLD) 0.1 $229k -9% 1.7k 133.30
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American Tower Reit (AMT) 0.1 $228k NEW 1.1k 215.88
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Booking Holdings (BKNG) 0.1 $227k NEW 64.00 3547.22
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NiSource (NI) 0.1 $226k 8.5k 26.55
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American Express Company (AXP) 0.1 $225k NEW 1.2k 187.34
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Enact Hldgs (ACT) 0.1 $224k 7.8k 28.89
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Vanguard World Fds Industrial Etf (VIS) 0.1 $220k NEW 1.0k 220.43
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Lam Research Corporation (LRCX) 0.1 $219k NEW 279.00 783.26
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Monster Beverage Corp (MNST) 0.1 $218k NEW 3.8k 57.61
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $215k 16k 13.80
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $214k -42% 2.7k 78.03
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Duke Energy Corp Com New (DUK) 0.1 $213k -4% 2.2k 97.04
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Humana (HUM) 0.1 $212k +2% 464.00 457.81
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First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $212k NEW 2.4k 87.67
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Philip Morris International (PM) 0.1 $211k NEW 2.2k 94.08
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Blackstone Group Inc Com Cl A (BX) 0.1 $211k NEW 1.6k 130.90
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Moody's Corporation (MCO) 0.1 $206k NEW 527.00 390.56
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Metropcs Communications (TMUS) 0.1 $205k NEW 1.3k 160.33
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $203k NEW 4.3k 47.03
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $202k NEW 497.00 406.89
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Waste Management (WM) 0.1 $202k NEW 1.1k 179.10
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Dow (DOW) 0.1 $201k NEW 3.7k 54.84
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Permian Resources Corp Class A Com (PR) 0.0 $174k NEW 13k 13.60
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Hudson Pacific Properties (HPP) 0.0 $164k 18k 9.31
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Summit Hotel Properties (INN) 0.0 $87k 13k 6.72
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Dish Network Corporation Cl A 0.0 $74k NEW 13k 5.77
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Uniti Group Inc Com reit (UNIT) 0.0 $69k NEW 12k 5.78
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Lumen Technologies (LUMN) 0.0 $49k NEW 27k 1.83
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Xcel Brands Com New (XELB) 0.0 $19k 15k 1.29
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Cybin Ord (CYBN) 0.0 $9.4k 23k 0.41
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Past Filings by Regent Peak Wealth Advisors

SEC 13F filings are viewable for Regent Peak Wealth Advisors going back to 2019