Regent Peak Wealth Advisors

Regent Peak Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Regent Peak Wealth Advisors

Regent Peak Wealth Advisors holds 178 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) 16.2 $72M 249k 289.81
Ishares Core Msci Eafe Etf Etf (IEFA) 6.3 $28M 400k 70.28
Apple Stock (AAPL) 6.3 $28M 112k 250.42
Vanguard Growth Etf Etf (VUG) 5.0 $22M 54k 410.44
Ishares Core Dividend Growth Etf Etf (DGRO) 4.6 $21M 335k 61.34
Vanguard Total Bond Market Etf Etf (BND) 4.5 $20M 280k 71.91
Accenture Plc Ireland Shs Class A Stock (ACN) 4.0 $18M 50k 351.79
Ishares Russell 1000 Growth Etf Etf (IWF) 3.6 $16M 40k 401.58
Tesla Stock (TSLA) 3.3 $15M 36k 403.84
Spdr S&p Dividend Etf Etf (SDY) 3.1 $14M 105k 132.10
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 2.9 $13M 101k 128.62
Microsoft Corp Stock (MSFT) 2.8 $12M 29k 421.50
Nvidia Corporation Stock (NVDA) 2.5 $11M 82k 134.29
Amazon Stock (AMZN) 2.2 $9.9M 45k 219.39
Vanguard Value Etf Etf (VTV) 2.2 $9.6M 57k 169.30
Spire Stock (SR) 2.1 $9.5M 140k 67.83
Spdr S&p 500 Etf Trust Etf (SPY) 1.5 $6.5M 11k 586.08
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) 1.5 $6.5M 128k 50.71
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $4.6M 10k 453.28
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.0 $4.5M 24k 189.30
Progressive Corp Stock (PGR) 1.0 $4.5M 19k 239.61
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.8 $3.4M 18k 190.44
Broadcom Stock (AVGO) 0.7 $3.1M 13k 231.84
Meta Platforms Inc Cl A Stock (META) 0.7 $2.9M 5.0k 585.51
Home Depot Stock (HD) 0.6 $2.8M 7.2k 389.01
Coca Cola Stock (KO) 0.6 $2.5M 138k 17.88
Ishares Russell 2000 Etf Etf (IWM) 0.5 $2.2M 10k 220.96
Schwab U.s. Broad Market Etf Etf (SCHB) 0.4 $2.0M 88k 22.70
Eli Lilly & Co Stock (LLY) 0.4 $2.0M 2.6k 771.95
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $1.9M 3.3k 588.74
Procter And Gamble Stock (PG) 0.4 $1.9M 11k 167.66
Costco Whsl Corp Stock (COST) 0.4 $1.7M 1.8k 916.40
Invesco Qqq Trust Series I Etf (QQQ) 0.4 $1.6M 3.1k 511.30
Mcdonalds Corp Stock (MCD) 0.4 $1.6M 5.4k 289.90
Oracle Corp Stock (ORCL) 0.4 $1.6M 9.4k 166.64
Walmart Stock (WMT) 0.4 $1.6M 17k 90.35
Jpmorgan Chase & Co Stock (JPM) 0.4 $1.6M 6.5k 239.71
Vanguard Information Technology Etf Etf (VGT) 0.4 $1.6M 2.5k 621.80
Visa Inc Com Cl A Stock (V) 0.3 $1.6M 4.9k 316.02
Southern Stock (SO) 0.3 $1.5M 18k 82.32
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $1.4M 2.00 680920.00
Ishares Msci Eafe Etf Etf (EFA) 0.3 $1.2M 16k 75.61
Netflix Stock (NFLX) 0.3 $1.2M 1.3k 891.32
Unitedhealth Group Stock (UNH) 0.3 $1.1M 2.3k 505.79
Automatic Data Processing Stock (ADP) 0.2 $1.1M 3.7k 292.73
Ishares Select Dividend Etf Etf (DVY) 0.2 $1.1M 8.0k 131.29
Abbvie Stock (ABBV) 0.2 $1.0M 5.7k 177.70
Merck & Co Stock (MRK) 0.2 $965k 9.7k 99.48
Mastercard Incorporated Cl A Stock (MA) 0.2 $946k 1.8k 526.71
Johnson & Johnson Stock (JNJ) 0.2 $936k 6.5k 144.61
Honeywell Intl Stock (HON) 0.2 $921k 4.1k 225.89
Enact Hldgs Stock (ACT) 0.2 $885k 27k 32.38
General Dynamics Corp Stock (GD) 0.2 $884k 3.4k 263.49
Spdr S&p Semiconductor Etf Etf (XSD) 0.2 $876k 3.5k 248.43
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $871k 4.7k 185.13
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $838k 3.6k 232.50
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $820k 4.2k 197.49
Salesforce Stock (CRM) 0.2 $818k 2.4k 334.36
Illinois Tool Wks Stock (ITW) 0.2 $802k 3.2k 253.56
Lockheed Martin Corp Stock (LMT) 0.2 $782k 1.6k 486.02
Linde Stock (LIN) 0.2 $767k 1.8k 418.60
Intuit Stock (INTU) 0.2 $762k 1.2k 628.34
Union Pac Corp Stock (UNP) 0.2 $729k 3.2k 228.01
Amgen Stock (AMGN) 0.2 $727k 2.8k 260.64
Apollo Global Mgmt Stock (APO) 0.2 $724k 4.4k 165.18
Thermo Fisher Scientific Stock (TMO) 0.2 $714k 1.4k 520.22
Pepsico Stock (PEP) 0.2 $712k 4.7k 152.06
Ge Aerospace Stock (GE) 0.2 $677k 4.1k 166.79
Air Prods & Chems Stock (APD) 0.1 $638k 2.2k 290.05
Vanguard S&p 500 Etf Etf (VOO) 0.1 $629k 1.2k 538.81
Exxon Mobil Corp Stock (XOM) 0.1 $616k 5.7k 107.57
Starbucks Corp Stock (SBUX) 0.1 $602k 6.6k 91.25
Chevron Corp Stock (CVX) 0.1 $596k 4.1k 144.85
Caterpillar Stock (CAT) 0.1 $570k 1.6k 362.76
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $566k 4.1k 137.57
Abbott Labs Stock (ABT) 0.1 $551k 4.9k 113.11
Adobe Stock (ADBE) 0.1 $547k 1.2k 444.68
Eaton Corp Stock (ETN) 0.1 $532k 1.6k 331.87
Texas Instrs Stock (TXN) 0.1 $532k 2.8k 187.52
Bank America Corp Stock (BAC) 0.1 $526k 12k 43.95
Cadence Design System Stock (CDNS) 0.1 $520k 1.7k 300.46
S&p Global Stock (SPGI) 0.1 $516k 1.0k 498.03
Advanced Micro Devices Stock (AMD) 0.1 $513k 4.2k 120.79
Infosys Adr (INFY) 0.1 $512k 23k 21.92
Nextera Energy Stock (NEE) 0.1 $507k 7.1k 71.69
International Business Machs Stock (IBM) 0.1 $500k 2.3k 219.83
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $499k 2.2k 224.35
Autozone Stock (AZO) 0.1 $484k 151.00 3202.00
Fiserv Stock (FI) 0.1 $482k 2.3k 205.42
Danaher Corporation Stock (DHR) 0.1 $470k 2.0k 229.55
Lowes Cos Stock (LOW) 0.1 $458k 1.9k 246.80
Cisco Sys Stock (CSCO) 0.1 $448k 7.6k 59.20
Kemper Corp Stock (KMPR) 0.1 $436k 6.6k 66.44
Constellation Energy Corp Stock (CEG) 0.1 $432k 1.9k 223.71
Servicenow Stock (NOW) 0.1 $416k 392.00 1060.12
Rtx Corporation Stock (RTX) 0.1 $391k 3.4k 115.71
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $390k 3.8k 103.30
Goldman Sachs Group Stock (GS) 0.1 $389k 680.00 572.62
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.1 $387k 4.8k 80.93
Wells Fargo Stock (WFC) 0.1 $379k 5.4k 70.24
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $379k 1.4k 280.06
Intuitive Surgical Stock (ISRG) 0.1 $371k 711.00 521.96
Vanguard Mid-cap Etf Etf (VO) 0.1 $371k 1.4k 264.13
Vanguard Real Estate Etf Etf (VNQ) 0.1 $363k 4.1k 89.07
American Express Stock (AXP) 0.1 $356k 1.2k 296.79
Northrop Grumman Corp Stock (NOC) 0.1 $344k 732.00 469.30
Allstate Corp Stock (ALL) 0.1 $337k 1.7k 192.79
Cava Group Stock (CAVA) 0.1 $336k 3.0k 112.80
Cme Group Stock (CME) 0.1 $336k 1.4k 232.23
Deere & Co Stock (DE) 0.1 $330k 778.00 423.70
Pnc Finl Svcs Group Stock (PNC) 0.1 $326k 1.7k 192.85
Disney Walt Stock (DIS) 0.1 $325k 2.9k 111.35
Verizon Communications Stock (VZ) 0.1 $325k 8.1k 39.99
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $325k 4.3k 75.63
Blackstone Stock (BX) 0.1 $321k 1.9k 172.46
Ge Vernova Stock (GEV) 0.1 $318k 966.00 328.93
Qualcomm Stock (QCOM) 0.1 $316k 2.1k 153.62
Nisource Stock (NI) 0.1 $314k 8.5k 36.76
Simon Ppty Group Reit (SPG) 0.1 $312k 1.8k 172.21
Nike Inc Cl B Stock (NKE) 0.1 $305k 4.0k 75.67
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $304k 16k 19.59
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $304k 3.1k 96.90
Comcast Corp New Cl A Stock (CMCSA) 0.1 $301k 8.0k 37.53
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $300k 1.5k 195.80
At&t Stock (T) 0.1 $296k 13k 22.77
Elevance Health Stock (ELV) 0.1 $291k 789.00 368.90
Fedex Corp Stock (FDX) 0.1 $288k 1.0k 281.33
Paccar Stock (PCAR) 0.1 $284k 2.7k 104.03
T-mobile Us Stock (TMUS) 0.1 $283k 1.3k 220.73
Philip Morris Intl Stock (PM) 0.1 $277k 2.3k 120.35
Paychex Stock (PAYX) 0.1 $275k 2.0k 140.22
Csx Corp Stock (CSX) 0.1 $273k 8.4k 32.27
Booking Holdings Stock (BKNG) 0.1 $268k 54.00 4968.43
Applied Matls Stock (AMAT) 0.1 $267k 1.6k 162.63
Ishares Biotechnology Etf Etf (IBB) 0.1 $265k 2.0k 132.19
Moodys Corp Stock (MCO) 0.1 $264k 558.00 473.37
Target Corp Stock (TGT) 0.1 $263k 1.9k 135.18
Vanguard Industrials Etf Etf (VIS) 0.1 $254k 1.0k 254.39
Digital Rlty Tr Reit (DLR) 0.1 $246k 1.4k 177.28
Mckesson Corp Stock (MCK) 0.1 $244k 428.00 569.91
Chubb Stock (CB) 0.1 $243k 879.00 276.30
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $242k 569.00 425.40
Waste Mgmt Inc Del Stock (WM) 0.1 $238k 1.2k 201.79
M & T Bk Corp Stock (MTB) 0.1 $236k 1.3k 188.01
Loews Corp Stock (L) 0.1 $231k 2.7k 84.69
Regeneron Pharmaceuticals Stock (REGN) 0.1 $228k 320.00 712.33
Prudential Finl Stock (PRU) 0.1 $224k 1.9k 118.53
Vertex Pharmaceuticals Stock (VRTX) 0.1 $224k 556.00 402.70
Analog Devices Stock (ADI) 0.0 $222k 1.0k 212.46
Paycom Software Stock (PAYC) 0.0 $220k 1.1k 204.97
Sherwin Williams Stock (SHW) 0.0 $218k 642.00 339.93
Marsh & Mclennan Cos Stock (MMC) 0.0 $216k 1.0k 212.41
Gallagher Arthur J & Co Stock (AJG) 0.0 $213k 751.00 283.85
Tjx Cos Stock (TJX) 0.0 $213k 1.8k 120.81
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $212k 620.00 342.16
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $210k 1.8k 119.12
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
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $209k 4.3k 48.33
United Rentals Stock (URI) 0.0 $209k 296.00 704.44
Oneok Stock (OKE) 0.0 $207k 2.1k 100.40
Monster Beverage Corp Stock (MNST) 0.0 $207k 3.9k 52.56
Intercontinental Exchange Stock (ICE) 0.0 $206k 1.4k 149.01
Intel Corp Stock (INTC) 0.0 $204k 10k 20.05
Stryker Corporation Stock (SYK) 0.0 $204k 567.00 360.05
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $204k 3.4k 59.73
Morgan Stanley Stock (MS) 0.0 $202k 1.6k 125.72
Zoetis Inc Cl A Stock (ZTS) 0.0 $202k 1.2k 162.93
Welltower Reit (WELL) 0.0 $201k 1.6k 126.03
Conocophillips Stock (COP) 0.0 $201k 2.0k 99.17
Marvell Technology Stock (MRVL) 0.0 $200k 1.8k 110.45
Permian Resources Corp Class A Stock (PR) 0.0 $185k 13k 14.38
Ford Mtr Stock (F) 0.0 $170k 17k 9.90
Capitol Fed Finl Stock (CFFN) 0.0 $144k 24k 5.91
Walgreens Boots Alliance Stock (WBA) 0.0 $125k 13k 9.33
B & G Foods Stock (BGS) 0.0 $81k 12k 6.89
Mesa Air Group Stock (MESA) 0.0 $35k 30k 1.16
Xcel Brands Stock (XELB) 0.0 $7.6k 15k 0.51