Regent Peak Wealth Advisors LLC New Holdings in Q3 2025

Regent Peak Wealth Advisors LLC

  • $509 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OWL
Blue Owl Capital Inc.

Financial Services
460K
New
$16.93 - $20.8 $7.78M - $9.56M
460K $7.78M
C
Citigroup Inc

Financial Services
3.72K
New
$85.57 - $103.49 $318K - $385K
3.72K $377K
INTC
Intel Corp

Technology
9.19K
New
$19.31 - $35.5 $177K - $326K
9.19K $308K
SCHW
Schwab Charles Corp

Financial Services
3.08K
New
$91.03 - $98.69 $280K - $304K
3.08K $293K
GLW
Corning Inc

Technology
3.46K
New
$51.6 - $82.03 $178K - $283K
3.46K $283K
MS
Morgan Stanley

Financial Services
1.67K
New
$139.09 - $161.16 $232K - $269K
1.67K $264K
UBER
Uber Technologies, Inc

Technology
2.58K
New
$86.91 - $99.57 $224K - $257K
2.58K $252K
PANW
Palo Alto Networks Inc

Technology
1.24K
New
$167.06 - $208.19 $206K - $257K
1.24K $251K
KLAC
Kla Corp

Technology
229
New
$843.9 - $1078.6 $193K - $247K
229 $246K
DLR
Digital Realty Trust, Inc.

Real Estate
1.39K
New
$161.21 - $180.02 $224K - $250K
1.39K $239K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.09K
New
$171.01 - $228.24 $187K - $249K
1.09K $233K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.95K
New
$69.9 - $78.26 $206K - $231K
2.95K $230K
COF
Capital One Financial Corp

Financial Services
1.08K
New
$207.29 - $229.74 $224K - $248K
1.08K $229K
APH
Amphenol Corp

Technology
1.85K
New
$97.39 - $125.4 $180K - $232K
1.85K $229K
DHI
Horton D R Inc

Consumer Cyclical
1.31K
New
$129.82 - $184.04 $170K - $241K
1.31K $222K
DASH
Door Dash, Inc.

Communication Services
814
New
$234.5 - $272.5 $191K - $222K
814 $221K
STT
State Street Corp

Financial Services
1.85K
New
$102.01 - $117.25 $188K - $217K
1.85K $214K
SNPS
Synopsys Inc

Technology
409
New
$387.78 - $645.35 $159K - $264K
409 $201K
BDN
Brandywine Realty Trust

Real Estate
16.7K
New
$3.81 - $4.58 $63.7K - $76.6K
16.7K $69K
EPM
Evolution Petroleum Corp

Energy
11.8K
New
$4.65 - $5.47 $55K - $64.7K
11.8K $57K
ORGO
Organogenesis Holdings Inc.

Healthcare
12.1K
New
$3.78 - $5.03 $45.6K - $60.7K
12.1K $54K
TLRY
Tilray Brands, Inc.

Healthcare
14K
New
$0.42 - $1.85 $5.88K - $25.9K
14K $24K
Ishares Bitcoin Trust ETF
9.44K
New
N/A
9.44K $0
Arista Networks Inc Com Shs
1.96K
New
N/A
1.96K $0
Ishares Ethereum Trust ETF
8.14K
New
N/A
8.14K $0
Activity Summary
Buys All Purchases 113 New Holdings 26 Increased Positions 87 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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