Regent Peak Wealth Advisors LLC Purchases in Q1 2025

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
38.3K
+ 9.56%
$69.57 - $78.65 $2.66M - $3.01M
438K $33.5M
DAL
Delta Air Lines, Inc.

Industrials
87.3K
New
$43.6 - $69.06 $3.81M - $6.03M
87.3K $3.81M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.49K
+ 40.56%
$551.42 - $612.93 $2.48M - $2.75M
15.6K $8.71M
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.1K
+ 7.16%
$71.17 - $73.66 $1.43M - $1.48M
300K $22M
UBSI
United Bankshares Inc

Financial Services
50.7K
New
$34.03 - $39.27 $1.72M - $1.99M
50.7K $1.74M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
32.7K
+ 25.58%
$50.48 - $51.04 $1.65M - $1.67M
160K $8.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 0.3%
$442.66 - $534.52 $13.7K - $16.6K
10.2K $5.37M
DGRO
Ishares Core Dividend Growth E

ETFs
6.88K
+ 2.06%
$60.46 - $64.42 $416K - $443K
341K $20.9M
ACGL
Arch Capital Group Ltd.

Financial Services
3.01K
New
$88.13 - $96.94 $265K - $292K
3.01K $289K
IEMG
Ishares Inc

ETFs
5.16K
New
N/A
5.16K $276K
LLY
Eli Lilly & CO

Healthcare
104
+ 4.06%
$725.72 - $929.72 $75.5K - $96.7K
2.67K $2.2M
LNG
Cheniere Energy, Inc.

Energy
917
New
$209.32 - $253.66 $192K - $233K
917 $212K
AMT
American Tower Corp

Real Estate
958
New
$173.46 - $217.6 $166K - $208K
958 $208K
MO
Altria Group, Inc.

Consumer Defensive
3.46K
New
$50.81 - $60.02 $176K - $207K
3.46K $207K
MU
Micron Technology Inc

Technology
2.37K
New
$86.89 - $109.38 $205K - $259K
2.37K $205K
BA
Boeing CO

Industrials
1.19K
New
$148.15 - $186.25 $177K - $222K
1.19K $203K
GRMN
Garmin LTD

Technology
925
New
$204.55 - $241.93 $189K - $224K
925 $200K
UYG
Proshares Ultra Financials

ETFs
2.26K
New
$80.83 - $98.72 $182K - $223K
2.26K $196K
ABBV
Abb Vie Inc.

Healthcare
55
+ 0.97%
$169.2 - $216.66 $9.31K - $11.9K
5.72K $1.2M
V
Visa Inc.

Financial Services
1
+ 0.02%
$306.92 - $362.71 $307 - $363
4.93K $1.73M
XOM
Exxon Mobil Corp

Energy
364
+ 6.35%
$105.44 - $118.93 $38.4K - $43.3K
6.09K $724K
PM
Philip Morris International Inc.

Consumer Defensive
55
+ 2.39%
$117.15 - $158.79 $6.44K - $8.73K
2.36K $374K
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 1.81%
$890.62 - $1076.86 $29.4K - $35.5K
1.86K $1.75M
AMD
Advanced Micro Devices Inc

Technology
1.46K
+ 34.31%
$96.63 - $129.55 $141K - $189K
5.71K $586K
IBM
International Business Machines Corp

Technology
17
+ 0.75%
$217.4 - $264.74 $3.7K - $4.5K
2.29K $570K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.25K
+ 24.27%
$9.19 - $12.93 $29.9K - $42.1K
16.7K $186K
MNST
Monster Beverage Corp

Consumer Defensive
528
+ 13.41%
$46.16 - $58.58 $24.4K - $30.9K
4.46K $261K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
17
+ 3.06%
$402.49 - $513.76 $6.84K - $8.73K
573 $277K
JPM
Jpmorgan Chase & CO

Financial Services
26
+ 0.4%
$225.19 - $279.95 $5.85K - $7.28K
6.54K $1.6M
CSCO
Cisco Systems, Inc.

Technology
219
+ 2.89%
$58.74 - $64.87 $12.9K - $14.2K
7.78K $480K
MDLZ
Mondelez International, Inc.

Consumer Defensive
62
+ 1.82%
$56.12 - $68.15 $3.48K - $4.23K
3.47K $235K
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.17%
$137.61 - $149.68 $963 - $1.05K
4.12K $595K
ATAI
Atai Life Sciences N.V.

Healthcare
20K
New
$1.33 - $2.55 $26.6K - $51K
20K $29K
PAYX
Paychex Inc

Industrials
5
+ 0.26%
$136.06 - $154.52 $680 - $773
1.97K $303K
PAYC
Paycom Software, Inc.

Technology
4
+ 0.37%
$199.42 - $225.82 $798 - $903
1.08K $235K
QCOM
Qualcomm Inc

Technology
103
+ 5.0%
$151.94 - $175.86 $15.6K - $18.1K
2.16K $331K
WFC
Wells Fargo & Company

Financial Services
103
+ 1.91%
$66.78 - $81.42 $6.88K - $8.39K
5.5K $394K
VIG
Vanguard Dividend Appreciation

ETFs
70
+ 4.57%
N/A
1.6K $291K
CRWD
Crowd Strike Holdings, Inc.

Technology
7
+ 1.13%
$308.86 - $455.36 $2.16K - $3.19K
627 $221K
F
Ford Motor CO

Consumer Cyclical
361
+ 2.1%
$9.12 - $10.43 $3.29K - $3.77K
17.6K $176K
Cava Group Inc Com
186
+ 6.24%
N/A
3.17K $0
Blackrock Inc Com
5
+ 1.04%
N/A
486 $0
URI
United Rentals, Inc.

Industrials
35
+ 11.82%
$594.17 - $789.56 $20.8K - $27.6K
331 $207K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 5.56%
$4295.4 - $5141.88 $12.9K - $15.4K
57 $262K
GS
Goldman Sachs Group Inc

Financial Services
17
+ 2.5%
$524.81 - $672.19 $8.92K - $11.4K
697 $380K
CEG
Constellation Energy Corp

Utilities
104
+ 5.38%
$201.63 - $347.44 $21K - $36.1K
2.04K $418K
LOW
Lowes Companies Inc

Consumer Cyclical
27
+ 1.45%
$222.66 - $268.42 $6.01K - $7.25K
1.88K $439K
PNC
Pnc Financial Services Group, Inc.

Financial Services
35
+ 2.07%
$168.84 - $202.89 $5.91K - $7.1K
1.72K $302K
BAC
Bank Of America Corp

Financial Services
4
+ 0.03%
$39.61 - $47.74 $158 - $191
12K $499K
Activity Summary
Buys All Purchases 56 New Holdings 13 Increased Positions 43 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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