Regent Peak Wealth Advisors LLC Reduced Holdings in Q3 2025

Regent Peak Wealth Advisors LLC

  • $509 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SR
Spire Inc

Utilities
-40.4K
- 44.75%
$72.83 - $81.52 $2.94M - $3.29M
49.9K $4.06M
PGR
Progressive Corp

Financial Services
-1.4K
- 7.52%
$238.61 - $264.3 $333K - $369K
17.2K $4.24M
KO
Coca Cola CO

Consumer Defensive
-394
- 0.29%
$65.67 - $71.67 $25.9K - $28.2K
134K $8.86M
UNH
Unitedhealth Group Inc

Healthcare
-486
- 23.96%
$237.77 - $353.61 $116K - $172K
1.54K $532K
MCD
Mcdonalds Corp

Consumer Cyclical
-900
- 19.63%
$291.67 - $316.99 $263K - $285K
3.69K $1.12M
PG
Procter & Gamble CO

Consumer Defensive
-519
- 4.83%
$150.47 - $161.22 $78.1K - $83.7K
10.2K $1.57M
ADP
Automatic Data Processing Inc

Industrials
-593
- 18.12%
$288.69 - $310.94 $171K - $184K
2.68K $786K
HON
Honeywell International Inc

Industrials
-867
- 21.81%
$207.7 - $240.4 $180K - $208K
3.11K $654K
MRK
Merck & Co., Inc.

Healthcare
-1.33K
- 17.32%
$77.6 - $87.37 $103K - $116K
6.36K $533K
CRM
Salesforce, Inc.

Technology
-316
- 13.22%
$231.66 - $273.65 $73.2K - $86.5K
2.07K $491K
DVY
Ishares Tr

ETFs
-1.42K
- 23.9%
$133.88 - $142.57 $190K - $202K
4.52K $641K
APD
Air Products & Chemicals, Inc.

Basic Materials
-410
- 26.96%
$265.78 - $299.3 $109K - $123K
1.11K $302K
UNP
Union Pacific Corp

Industrials
-570
- 19.8%
$214.91 - $237.16 $122K - $135K
2.31K $545K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.69K
- 17.27%
$617.65 - $666.84 $1.66M - $1.79M
12.9K $8.58M
PEP
Pepsico Inc

Consumer Defensive
-610
- 15.98%
$133.81 - $152.16 $81.6K - $92.8K
3.21K $450K
SBUX
Starbucks Corp

Consumer Cyclical
-524
- 9.46%
$81.9 - $96.86 $42.9K - $50.8K
5.01K $424K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.53K
- 49.09%
$224.68 - $282.71 $344K - $432K
1.59K $442K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-37
- 6.46%
$366.54 - $479.53 $13.6K - $17.7K
536 $209K
PAYX
Paychex Inc

Industrials
-74
- 3.77%
$126.69 - $147.99 $9.38K - $11K
1.89K $239K
XOM
Exxon Mobil Corp

Energy
-127
- 2.08%
$105.83 - $117.22 $13.4K - $14.9K
5.97K $672K
ITW
Illinois Tool Works Inc

Industrials
-310
- 11.16%
$252.31 - $269.41 $78.2K - $83.5K
2.47K $643K
ADBE
Adobe Inc.

Technology
-16
- 1.24%
$333.65 - $392.1 $5.34K - $6.27K
1.28K $450K
VZ
Verizon Communications Inc

Communication Services
-709
- 8.86%
$40.84 - $45.06 $29K - $31.9K
7.29K $320K
TMUS
T Mobile Us, Inc.

Communication Services
-10
- 0.78%
$226.02 - $259.01 $2.26K - $2.59K
1.27K $302K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-7.07K
- 28.97%
$5.73 - $6.56 $40.5K - $46.4K
17.3K $110K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-121
- 3.48%
$60.9 - $70.75 $7.37K - $8.56K
3.35K $209K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-19
- 1.42%
$404.94 - $499.99 $7.69K - $9.5K
1.32K $639K
DHR
Danaher Corp

Healthcare
-62
- 3.33%
$181.46 - $212.2 $11.3K - $13.2K
1.8K $356K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.1%
$484.94 - $564.15 $485 - $564
1.03K $499K
FDX
Fedex Corp

Industrials
-44
- 4.35%
$217.1 - $243.2 $9.55K - $10.7K
967 $228K
TXN
Texas Instruments Inc

Technology
-72
- 2.6%
N/A
2.69K $523K
PCAR
Paccar Inc

Industrials
-135
- 4.99%
$92.91 - $102.86 $12.5K - $13.9K
2.57K $252K
FISV
Fiserv Inc

Technology
-49
- 2.1%
N/A
2.28K $285K
SYK
Stryker Corp

Healthcare
-4
- 0.73%
$368.57 - $403.53 $1.47K - $1.61K
547 $202K
Linde PLC Shs
-8
- 0.44%
N/A
1.82K $0
IEMG
Ishares Inc

ETFs
-6
- 0.12%
N/A
5.16K $276K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-407
- 8.52%
$84.28 - $89.46 $34.3K - $36.4K
4.37K $388K
VO
Vanguard Mid Cap ETF

ETFs
-104
- 7.84%
$279.83 - $293.74 $29.1K - $30.5K
1.22K $358K
IWD
Ishares Russell 1000 Val ETF

ETFs
-285
- 6.06%
$192.76 - $203.86 $54.9K - $58.1K
4.42K $900K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 3.51%
$5364.25 - $5815.92 $10.7K - $11.6K
55 $296K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-209
- 4.22%
$87.29 - $93.61 $18.2K - $19.6K
4.74K $442K
NOC
Northrop Grumman Corp

Industrials
-13
- 2.77%
$498.9 - $609.32 $6.49K - $7.92K
456 $277K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-17
- 0.99%
$185.88 - $207.44 $3.16K - $3.53K
1.71K $342K
CSX
Csx Corp

Industrials
-137
- 1.74%
$32.05 - $36.52 $4.39K - $5K
7.72K $274K
WFC
Wells Fargo & Company

Financial Services
-25
- 0.45%
$77.05 - $85.16 $1.93K - $2.13K
5.48K $459K
RTX
Raytheon Technologies Corp

Industrials
-195
- 6.75%
$144.19 - $167.33 $28.1K - $32.6K
2.69K $450K
LMT
Lockheed Martin Corp

Industrials
-28
- 1.77%
$410.74 - $499.21 $11.5K - $14K
1.55K $775K
XLY
Select Sector Spdr Consumer Di

ETFs
-4
- 0.18%
$216.09 - $242.18 $864 - $969
2.22K $531K
JNJ
Johnson & Johnson

Healthcare
-16
- 0.27%
$155.17 - $185.42 $2.48K - $2.97K
5.87K $1.09M
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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