Regent Peak Wealth Advisors LLC Purchases in Q3 2024

Regent Peak Wealth Advisors LLC

  • $441 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
8.34K
+ 4.57%
$255.18 - $283.2 $2.13M - $2.36M
191K $54M
IEFA
Ishares Tr

ETFs
19.1K
+ 7.45%
$70.09 - $78.74 $1.34M - $1.5M
275K $21.5M
AAPL
Apple Inc.

Technology
1.74K
+ 1.6%
$207.23 - $234.82 $361K - $410K
111K $25.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.68K
+ 4.83%
$191.76 - $263.26 $322K - $443K
36.5K $9.54M
DGRO
Ishares Core Dividend Growth E

ETFs
17.1K
+ 7.71%
$57.47 - $62.76 $980K - $1.07M
238K $14.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.84K
+ 5.8%
$125.95 - $142.04 $609K - $687K
88.3K $12.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.7K
+ 5.04%
$71.45 - $75.64 $909K - $962K
265K $19.9M
PGR
Progressive Corp

Financial Services
49
+ 0.26%
$209.46 - $259.24 $10.3K - $12.7K
18.6K $4.71M
VUG
Vanguard Growth ETF

ETFs
385
+ 0.72%
$341.08 - $391.94 $131K - $151K
54.2K $20.8M
ACT
Enact Holdings, Inc.

Financial Services
16.1K
+ 142.22%
$30.19 - $36.99 $485K - $594K
27.3K $993K
IWF
Ishares Russell 1000 Gr ETF

ETFs
407
+ 1.25%
$332.02 - $382.76 $135K - $156K
33K $12.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.85K
+ 9.48%
$50.52 - $50.95 $497K - $502K
114K $5.78M
META
Meta Platforms, Inc.

Communication Services
46
+ 0.98%
$453.41 - $572.44 $20.9K - $26.3K
4.74K $2.72M
IWM
Ishares Russell 2000 ETF

ETFs
438
+ 4.34%
$200.87 - $224.6 $88K - $98.4K
10.5K $2.33M
DHI
Horton D R Inc

Consumer Cyclical
1.35K
New
$135.21 - $197.06 $182K - $266K
1.35K $257K
VIG
Vanguard Dividend Appreciation

ETFs
1.38K
New
$182.15 - $182.15 $250K - $250K
1.38K $250K
SHW
Sherwin Williams CO

Basic Materials
639
New
$294.65 - $384.0 $188K - $245K
639 $243K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
573
New
$386.81 - $423.12 $222K - $242K
573 $242K
URI
United Rentals, Inc.

Industrials
298
New
$627.41 - $814.1 $187K - $243K
298 $241K
WMT
Walmart Inc.

Consumer Defensive
107
+ 0.63%
$66.91 - $81.4 $7.16K - $8.71K
17.1K $1.38M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.43K
New
$136.93 - $162.81 $196K - $232K
1.43K $229K
AMT
American Tower Corp

Real Estate
976
New
$192.27 - $242.73 $188K - $237K
976 $226K
NSC
Norfolk Southern Corp

Industrials
907
New
$213.75 - $259.69 $194K - $236K
907 $225K
QQQ
Invesco Qqq Trust, Series 1

ETFs
404
+ 14.85%
$434.77 - $502.96 $176K - $203K
3.13K $1.53M
MTB
M&T Bank Corp

Financial Services
1.24K
New
$146.49 - $179.85 $182K - $223K
1.24K $221K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.44K
New
$77.22 - $89.49 $188K - $218K
2.44K $217K
L
Loews Corp

Financial Services
2.69K
New
$73.76 - $81.96 $198K - $221K
2.69K $212K
AJG
Arthur J. Gallagher & Co.

Financial Services
737
New
$259.22 - $299.75 $191K - $221K
737 $207K
AFL
Aflac Inc

Financial Services
1.83K
New
$88.52 - $111.8 $162K - $205K
1.83K $204K
PLD
Prologis, Inc.

Real Estate
1.62K
New
$111.95 - $132.43 $181K - $214K
1.62K $203K
WELL
Welltower Inc.

Real Estate
1.59K
New
$104.0 - $129.74 $165K - $206K
1.59K $203K
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.09%
$163.84 - $199.33 $819 - $997
5.65K $1.12M
CFFN
Capitol Federal Financial, Inc.

Financial Services
24.4K
New
$5.34 - $6.75 $130K - $165K
24.4K $142K
AVGO
Broadcom Inc.

Technology
11.6K
+ 889.51%
$136.27 - $1745.86 $1.58M - $20.3M
12.9K $2.23M
GE
General Electric CO

Industrials
29
+ 0.72%
$156.66 - $189.66 $4.54K - $5.5K
4.05K $762K
MPW
Medical Properties Trust Inc

Real Estate
21.3K
New
$4.03 - $6.38 $85.9K - $136K
21.3K $124K
TALO
Talos Energy Inc.

Energy
11.4K
New
$10.05 - $12.06 $114K - $137K
11.4K $117K
CEG
Constellation Energy Corp

Utilities
7
+ 0.36%
$167.08 - $262.86 $1.17K - $1.84K
1.93K $502K
IBM
International Business Machines Corp

Technology
37
+ 1.66%
$175.1 - $223.38 $6.48K - $8.27K
2.26K $500K
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 0.4%
$520.18 - $576.82 $6.76K - $7.5K
3.3K $1.9M
MA
Mastercard Inc

Financial Services
24
+ 1.39%
$429.6 - $500.99 $10.3K - $12K
1.76K $866K
LOW
Lowes Companies Inc

Consumer Cyclical
11
+ 0.6%
$213.3 - $270.78 $2.35K - $2.98K
1.85K $501K
HPP
Hudson Pacific Properties, Inc.

Real Estate
17.8K
New
$4.4 - $6.01 $78.2K - $107K
17.8K $84K
SPGI
S&P Global Inc.

Financial Services
14
+ 1.39%
$446.32 - $527.38 $6.25K - $7.38K
1.02K $525K
JPM
Jpmorgan Chase & CO

Financial Services
79
+ 1.26%
$194.9 - $224.8 $15.4K - $17.8K
6.37K $1.34M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.29%
$801.83 - $917.05 $4.01K - $4.59K
1.7K $1.51M
CRM
Salesforce, Inc.

Technology
96
+ 4.23%
$238.42 - $276.53 $22.9K - $26.5K
2.36K $646K
DHR
Danaher Corp

Healthcare
18
+ 0.89%
$239.25 - $280.76 $4.31K - $5.05K
2.04K $568K
ABT
Abbott Laboratories

Healthcare
80
+ 1.7%
$100.07 - $118.13 $8.01K - $9.45K
4.78K $544K
Activity Summary
Buys All Purchases 95 New Holdings 22 Increased Positions 73 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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