Regent Peak Wealth Advisors LLC Portfolio Holdings

Regent Peak Wealth Advisors LLC

  • $410 Million
  • Q2 2024

Regent Peak Wealth Advisors LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $410 Million distributed in 163 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 $48.8M, Apple Inc. with a value of $23M, Vanguard Growth ETF with a value of $20.1M, Ishares Tr with a value of $18.6M, and Vanguard Bd Index Fd Inc Total with a value of $18.2M.

Examining the 13F form we can see an increase of $17.7M in the current position value, from $393M to 410M.

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 $410 Million
ETFs: $192 Million
Technology: $82.4 Million
Consumer Cyclical: $29.1 Million
Healthcare: $21.9 Million
Industrials: $19.9 Million
Consumer Defensive: $18.6 Million
Financial Services: $17.8 Million
Communication Services: $12.3 Million
Other: $16 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $410 Million
  • Prior Value $393 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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