Regent Peak Wealth Advisors LLC Portfolio Holdings

Regent Peak Wealth Advisors LLC

  • $449 Million
  • Q4 2024

Regent Peak Wealth Advisors LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $449 Million distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $72.3M, Ishares Tr with a value of $28.1M, Apple Inc. with a value of $28M, Vanguard Growth ETF with a value of $22.2M, and Ishares Core Dividend Growth E with a value of $20.5M.

Regent Peak Wealth Advisors LLC is based out at Atlanta, GA

Below you can find more details about Regent Peak Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $449 Million
ETFs: $248 Million
Technology: $82.2 Million
Consumer Cyclical: $31.5 Million
Financial Services: $22.2 Million
Consumer Defensive: $15.4 Million
Communication Services: $13.5 Million
Utilities: $12.2 Million
Healthcare: $10.4 Million
Other: $13.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72.3 Million 16.09% of portfolio
249,412
Q4 2024 Added 30.71%
$0
$28.1 Million 6.26% of portfolio
400,145
Q4 2024 Added 45.43%
$3.82T
$28 Million 6.23% of portfolio
111,858
Q4 2024 Added 0.95%
$0
$22.2 Million 4.94% of portfolio
54,104
Q4 2024 Reduced 0.09%
$0
$20.5 Million 4.57% of portfolio
334,576
Q4 2024 Added 40.35%
$0
$20.2 Million 4.48% of portfolio
280,220
Q4 2024 Added 5.72%
$240B
$17.6 Million 3.92% of portfolio
50,015
Q4 2024 Reduced 10.52%
$0
$16.1 Million 3.59% of portfolio
40,168
Q4 2024 Added 21.56%
$1.26T
$14.7 Million 3.26% of portfolio
36,314
Q4 2024 Reduced 0.38%
$0
$13.9 Million 3.09% of portfolio
105,005
Q4 2024 Added 18.98%
$0
$12.9 Million 2.88% of portfolio
100,462
Q4 2024 Reduced 2.06%
$3.09T
$12.3 Million 2.73% of portfolio
29,147
Q4 2024 Reduced 0.57%
$311B
$11 Million 2.45% of portfolio
81,833
Q4 2024 Added 0.4%
$2.39T
$9.91 Million 2.2% of portfolio
45,153
Q4 2024 Added 0.71%
$0
$9.57 Million 2.13% of portfolio
56,506
Q4 2024 Reduced 2.65%
$3.76B
$9.48 Million 2.11% of portfolio
139,725
Q4 2024 Reduced 0.32%
$0
$6.47 Million 1.44% of portfolio
127,657
Q4 2024 Added 12.31%
$0
$6.49 Million 1.44% of portfolio
11,073
Q4 2024 Reduced 5.98%
$615B
$4.62 Million 1.03% of portfolio
10,194
Q4 2024 Added 1.37%
$146B
$4.45 Million 0.99% of portfolio
18,583
Q4 2024 Added 0.15%
$1.2T
$4.45 Million 0.99% of portfolio
23,533
Q4 2024 Added 0.89%
$1.23T
$3.35 Million 0.75% of portfolio
17,606
Q4 2024 Added 0.62%
$87.3B
$3.09 Million 0.69% of portfolio
13,309
Q4 2024 Added 2.99%
$1.54T
$2.96 Million 0.66% of portfolio
5,020
Q4 2024 Added 5.84%
$424B
$2.82 Million 0.63% of portfolio
7,245
Q4 2024 Reduced 36.51%
$0
$2.24 Million 0.5% of portfolio
10,144
Q4 2024 Reduced 3.7%
$0
$2 Million 0.44% of portfolio
87,936
Q4 2024 Added 219.33%
$782B
$1.98 Million 0.44% of portfolio
2,562
Q4 2024 Reduced 0.66%
$0
$1.95 Million 0.43% of portfolio
3,305
Q4 2024 Added 0.27%
$397B
$1.85 Million 0.41% of portfolio
11,063
Q4 2024 Added 1.27%
$433B
$1.67 Million 0.37% of portfolio
1,822
Q4 2024 Added 6.99%
$0
$1.6 Million 0.36% of portfolio
3,125
Q3 2024 Added 14.85%
$0
$1.56 Million 0.35% of portfolio
2,505
Q3 2024 Reduced 7.8%
$214B
$1.58 Million 0.35% of portfolio
5,443
Q4 2024 Reduced 47.52%
$459B
$1.57 Million 0.35% of portfolio
9,434
Q4 2024 Reduced 56.4%
$561B
$1.56 Million 0.35% of portfolio
4,927
Q4 2024 Added 2.52%
$268B
$1.57 Million 0.35% of portfolio
17,325
Q4 2024 Added 1.32%
$787B
$1.56 Million 0.35% of portfolio
6,517
Q4 2024 Added 2.32%
$92.5B
$1.5 Million 0.33% of portfolio
18,185
Q4 2024 Added 0.34%
$425B
$1.36 Million 0.3% of portfolio
2
Q4 2019 New
$0
$1.21 Million 0.27% of portfolio
15,952
Q4 2024 Added 192.97%
$510B
$1.15 Million 0.26% of portfolio
2,268
Q4 2024 Reduced 61.24%
$433B
$1.18 Million 0.26% of portfolio
1,319
Q4 2024 Reduced 4.97%
$126B
$1.07 Million 0.24% of portfolio
3,654
Q4 2024 Reduced 62.82%
$0
$1.05 Million 0.23% of portfolio
8,009
Q2 2024 Reduced 5.74%
$311B
$1.01 Million 0.22% of portfolio
5,661
Q4 2024 Added 0.18%
$540B
$945,000 0.21% of portfolio
1,796
Q4 2024 Added 2.34%
$251B
$965,000 0.21% of portfolio
9,701
Q4 2024 Reduced 59.9%
$400B
$935,000 0.21% of portfolio
6,469
Q4 2024 Reduced 60.1%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $449 Million
  • Prior Value $449 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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