Regent Peak Wealth Advisors LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $449 Million distributed in 180 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $72.3M, Ishares Tr with a value of $28.1M, Apple Inc. with a value of $28M, Vanguard Growth ETF with a value of $22.2M, and Ishares Core Dividend Growth E with a value of $20.5M.
Regent Peak Wealth Advisors LLC is based out at Atlanta, GA
Below you can find more details about Regent Peak Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$449 Million
ETFs: $248 Million
Technology: $82.2 Million
Consumer Cyclical: $31.5 Million
Financial Services: $22.2 Million
Consumer Defensive: $15.4 Million
Communication Services: $13.5 Million
Utilities: $12.2 Million
Healthcare: $10.4 Million
Other: $13.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
