Regent Peak Wealth Advisors LLC Reduced Holdings in Q1 2025

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-68
- 2.33%
$96.87 - $114.0 $6.59K - $7.75K
2.85K $281K
AMGN
Amgen Inc

Healthcare
-589
- 21.11%
$258.59 - $327.36 $152K - $193K
2.2K $685K
FDX
Fedex Corp

Industrials
-14
- 1.37%
$230.33 - $281.53 $3.22K - $3.94K
1.01K $246K
CSX
Csx Corp

Industrials
-589
- 6.97%
$29.11 - $33.67 $17.1K - $19.8K
7.86K $231K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6
- 0.51%
$507.05 - $563.67 $3.04K - $3.38K
1.16K $593K
AXP
American Express CO

Financial Services
-3
- 0.25%
$255.39 - $325.87 $766 - $978
1.2K $322K
AMAT
Applied Materials Inc

Technology
-9
- 0.55%
$145.06 - $195.51 $1.31K - $1.76K
1.63K $236K
VO
Vanguard Mid Cap ETF

ETFs
-78
- 5.56%
$251.87 - $277.95 $19.6K - $21.7K
1.33K $340K
CMCSA
Comcast Corp

Communication Services
-645
- 8.05%
$33.19 - $38.23 $21.4K - $24.7K
7.37K $272K
ISRG
Intuitive Surgical Inc

Healthcare
-16
- 2.25%
$476.63 - $610.45 $7.63K - $9.77K
695 $344K
NFLX
Netflix Inc

Communication Services
-82
- 6.22%
$828.4 - $1058.6 $67.9K - $86.8K
1.24K $1.15M
PCAR
Paccar Inc

Industrials
-30
- 1.1%
$96.91 - $112.51 $2.91K - $3.38K
2.7K $263K
IBB
Ishares Biotechnology ETF

ETFs
-118
- 5.89%
$127.9 - $140.56 $15.1K - $16.6K
1.89K $245K
SPG
Simon Property Group Inc

Real Estate
-27
- 1.49%
$159.48 - $187.78 $4.31K - $5.07K
1.79K $296K
MTB
M&T Bank Corp

Financial Services
-19
- 1.51%
$170.47 - $201.98 $3.24K - $3.84K
1.24K $221K
TXN
Texas Instruments Inc

Technology
-74
- 2.61%
N/A
2.76K $537K
PRU
Prudential Financial Inc

Financial Services
-5
- 0.26%
$105.04 - $122.33 $525 - $612
1.89K $210K
MCO
Moodys Corp

Financial Services
-17
- 3.05%
$437.8 - $527.48 $7.44K - $8.97K
541 $251K
ADI
Analog Devices Inc

Technology
-4
- 0.38%
$201.56 - $243.82 $806 - $975
1.04K $210K
RTX
Raytheon Technologies Corp

Industrials
-489
- 14.48%
$114.1 - $135.66 $55.8K - $66.3K
2.89K $382K
NEE
Nextera Energy Inc

Utilities
-29
- 0.41%
$66.96 - $76.16 $1.94K - $2.21K
7.04K $499K
TJX
Tjx Companies Inc

Consumer Cyclical
-66
- 3.75%
$112.81 - $126.16 $7.45K - $8.33K
1.7K $206K
NSC
Norfolk Southern Corp

Industrials
-34
- 3.8%
$227.69 - $259.76 $7.74K - $8.83K
860 $203K
OKE
Oneok Inc

Energy
-14
- 0.68%
$89.57 - $109.85 $1.25K - $1.54K
2.05K $203K
FISV
Fiserv Inc

Technology
-15
- 0.64%
N/A
2.33K $291K
Ge Vernova Inc Com
-22
- 2.28%
N/A
944 $0
COP
Conocophillips

Energy
-116
- 5.73%
$88.6 - $105.85 $10.3K - $12.3K
1.91K $200K
Lam Research Corp Com New
-35
- 1.13%
N/A
3.07K $0
Linde PLC Shs
-4
- 0.22%
N/A
1.83K $0
SYK
Stryker Corp

Healthcare
-16
- 2.82%
$355.18 - $399.9 $5.68K - $6.4K
551 $205K
SHW
Sherwin Williams CO

Basic Materials
-7
- 1.09%
$330.16 - $365.55 $2.31K - $2.56K
635 $221K
SPGI
S&P Global Inc.

Financial Services
-9
- 0.87%
$478.26 - $543.77 $4.3K - $4.89K
1.03K $521K
MA
Mastercard Inc

Financial Services
-41
- 2.28%
$504.67 - $576.31 $20.7K - $23.6K
1.76K $961K
L
Loews Corp

Financial Services
-23
- 0.84%
$81.13 - $91.91 $1.87K - $2.11K
2.7K $248K
CB
Chubb LTD

Financial Services
-11
- 1.25%
$257.71 - $301.99 $2.83K - $3.32K
868 $262K
DE
Deere & CO

Industrials
-26
- 3.34%
$408.57 - $509.27 $10.6K - $13.2K
752 $352K
NI
Nisource Inc.

Utilities
-49
- 0.57%
$35.57 - $41.23 $1.74K - $2.02K
8.5K $340K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-11
- 1.08%
$208.48 - $244.03 $2.29K - $2.68K
1.01K $245K
PLTR
Palantir Technologies Inc.

Technology
-78
- 1.82%
$64.98 - $124.62 $5.07K - $9.72K
4.22K $355K
WM
Waste Management Inc

Industrials
-21
- 1.78%
$200.54 - $233.78 $4.21K - $4.91K
1.16K $268K
ICE
Intercontinental Exchange, Inc.

Financial Services
-9
- 0.65%
$142.8 - $176.36 $1.29K - $1.59K
1.37K $236K
CME
Cme Group Inc.

Financial Services
-44
- 3.04%
$225.82 - $266.54 $9.94K - $11.7K
1.4K $371K
VZ
Verizon Communications Inc

Communication Services
-125
- 1.54%
$37.81 - $46.49 $4.73K - $5.81K
8K $362K
WELL
Welltower Inc.

Real Estate
-24
- 1.51%
$124.05 - $156.86 $2.98K - $3.76K
1.57K $240K
JNJ
Johnson & Johnson

Healthcare
-586
- 9.06%
$142.06 - $167.7 $83.2K - $98.3K
5.88K $975K
ELV
Elevance Health, Inc.

Healthcare
-20
- 2.53%
$365.9 - $436.25 $7.32K - $8.73K
769 $332K
AJG
Arthur J. Gallagher & Co.

Financial Services
-8
- 1.07%
$275.89 - $345.24 $2.21K - $2.76K
743 $256K
MCK
Mckesson Corp

Healthcare
-1
- 0.23%
$566.21 - $672.99 $566 - $673
427 $287K
T
At&T Inc.

Communication Services
-507
- 3.9%
$21.56 - $28.28 $10.9K - $14.3K
12.5K $353K
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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