Regent Peak Wealth Advisors LLC Incresed Positions 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
WMT
Walmart Inc.

Consumer Defensive
107
+ 0.63%
$66.91 - $81.4 $7.16K - $8.71K
17.1K $1.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
404
+ 14.85%
$434.77 - $502.96 $176K - $203K
3.13K $1.53M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.09%
$163.84 - $199.33 $819 - $997
5.65K $1.12M
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
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
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
BX
Blackstone Inc.

Financial Services
46
+ 2.68%
$120.77 - $159.66 $5.56K - $7.34K
1.76K $269K
ABT
Abbott Laboratories

Healthcare
80
+ 1.7%
$100.07 - $118.13 $8.01K - $9.45K
4.78K $544K
ALL
Allstate Corp

Financial Services
17
+ 0.98%
$158.43 - $192.86 $2.69K - $3.28K
1.75K $331K
PM
Philip Morris International Inc.

Consumer Defensive
96
+ 4.54%
$101.25 - $127.45 $9.72K - $12.2K
2.21K $268K
T
At&T Inc.

Communication Services
190
+ 1.13%
$18.21 - $22.28 $3.46K - $4.23K
17K $374K
PNC
Pnc Financial Services Group, Inc.

Financial Services
21
+ 1.26%
$156.14 - $187.2 $3.28K - $3.93K
1.69K $311K
NOW
Service Now, Inc.

Technology
14
+ 3.86%
$730.87 - $937.36 $10.2K - $13.1K
377 $337K
AXP
American Express CO

Financial Services
21
+ 1.82%
$225.92 - $271.17 $4.74K - $5.69K
1.18K $318K
NI
Nisource Inc.

Utilities
10
+ 0.12%
$28.54 - $34.64 $285 - $346
8.54K $295K
CB
Chubb LTD

Financial Services
10
+ 0.81%
$252.51 - $292.2 $2.53K - $2.92K
1.25K $358K
ZTS
Zoetis Inc.

Healthcare
74
+ 6.27%
$172.58 - $196.48 $12.8K - $14.5K
1.25K $245K
TMUS
T Mobile Us, Inc.

Communication Services
9
+ 0.71%
$175.14 - $206.36 $1.58K - $1.86K
1.28K $263K
CME
Cme Group Inc.

Financial Services
8
+ 0.56%
$193.43 - $220.62 $1.55K - $1.76K
1.44K $316K
APO
Apollo Global Management, Inc.

Financial Services
48
+ 1.12%
$99.16 - $125.81 $4.76K - $6.04K
4.34K $542K
ISRG
Intuitive Surgical Inc

Healthcare
4
+ 0.57%
$416.14 - $494.01 $1.66K - $1.98K
701 $344K
MCO
Moodys Corp

Financial Services
11
+ 2.05%
$421.49 - $494.67 $4.64K - $5.44K
548 $260K
MO
Altria Group, Inc.

Consumer Defensive
121
+ 2.39%
$45.95 - $54.71 $5.56K - $6.62K
5.18K $264K
VZ
Verizon Communications Inc

Communication Services
82
+ 1.03%
$38.89 - $45.0 $3.19K - $3.69K
8.06K $362K
GS
Goldman Sachs Group Inc

Financial Services
12
+ 1.86%
$459.02 - $510.25 $5.51K - $6.12K
656 $324K
MDLZ
Mondelez International, Inc.

Consumer Defensive
22
+ 0.6%
$64.35 - $75.71 $1.42K - $1.67K
3.71K $273K
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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