Regent Peak Wealth Advisors LLC Incresed Positions 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
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
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
LLY
Eli Lilly & CO

Healthcare
104
+ 4.06%
$725.72 - $929.72 $75.5K - $96.7K
2.67K $2.2M
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
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
PAYX
Paychex Inc

Industrials
5
+ 0.26%
$136.06 - $154.52 $680 - $773
1.97K $303K
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.17%
$137.61 - $149.68 $963 - $1.05K
4.12K $595K
WFC
Wells Fargo & Company

Financial Services
103
+ 1.91%
$66.78 - $81.42 $6.88K - $8.39K
5.5K $394K
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
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
ADBE
Adobe Inc.

Technology
63
+ 5.13%
$377.84 - $464.11 $23.8K - $29.2K
1.29K $495K
XLK
Technology Sector Spdr

ETFs
3
+ 0.08%
$206.38 - $242.18 $619 - $727
3.61K $744K
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 0.27%
$554.06 - $615.85 $4.99K - $5.54K
3.31K $1.85M
APO
Apollo Global Management, Inc.

Financial Services
118
+ 2.69%
$126.01 - $172.06 $14.9K - $20.3K
4.5K $616K
GOOGL
Alphabet Inc.

Communication Services
58
+ 0.25%
$154.33 - $206.19 $8.95K - $12K
23.6K $3.64M
VTI
Vanguard Total Stock Market Et

ETFs
1.88K
+ 0.75%
$271.18 - $303.12 $510K - $570K
251K $68.7M
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
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email