Regent Peak Wealth Advisors LLC Portfolio Holdings

Regent Peak Wealth Advisors LLC

  • $449 Million
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.6B
$885,000 0.2% of portfolio
27,342
Q3 2024 Added 142.22%
$73.5B
$884,000 0.2% of portfolio
3,356
Q4 2024 Reduced 61.35%
$143B
$920,000 0.2% of portfolio
4,075
Q4 2024 Reduced 65.01%
$0
$871,000 0.19% of portfolio
4,706
Q4 2024 Reduced 5.84%
$0
$838,000 0.19% of portfolio
3,605
Q4 2024 Added 0.08%
$0
$875,000 0.19% of portfolio
3,525
Q4 2024 Added 0.03%
$78.3B
$801,000 0.18% of portfolio
3,161
Q4 2024 Reduced 65.7%
$938B
$820,000 0.18% of portfolio
4,153
Q4 2024 Reduced 71.74%
$289B
$818,000 0.18% of portfolio
2,447
Q4 2024 Added 3.55%
$116B
$781,000 0.17% of portfolio
1,608
Q4 2024 Added 0.56%
$174B
$762,000 0.17% of portfolio
1,213
Q4 2024 Reduced 1.54%
$164B
$727,000 0.16% of portfolio
2,790
Q4 2024 Reduced 66.45%
$88.7B
$723,000 0.16% of portfolio
4,381
Q4 2024 Added 0.9%
$202B
$713,000 0.16% of portfolio
1,372
Q4 2024 Reduced 0.8%
$145B
$729,000 0.16% of portfolio
3,197
Q4 2024 Reduced 67.77%
$201B
$712,000 0.16% of portfolio
4,684
Q4 2024 Reduced 66.71%
$65B
$638,000 0.14% of portfolio
2,200
Q4 2024 Reduced 73.61%
$486B
$616,000 0.14% of portfolio
5,729
Q4 2024 Reduced 1.7%
$0
$629,000 0.14% of portfolio
1,168
Q3 2024 Reduced 5.35%
$325B
$596,000 0.13% of portfolio
4,117
Q4 2024 Added 4.25%
$181B
$569,000 0.13% of portfolio
1,570
Q4 2024 Added 1.09%
$0
$566,000 0.13% of portfolio
4,115
Q4 2024 Added 0.19%
$110B
$601,000 0.13% of portfolio
6,595
Q4 2024 Reduced 73.57%
$188B
$546,000 0.12% of portfolio
1,229
Q4 2024 Reduced 3.83%
$347B
$526,000 0.12% of portfolio
11,971
Q4 2024 Added 10.28%
$73.8B
$519,000 0.12% of portfolio
1,730
Q4 2024 Added 0.29%
$119B
$532,000 0.12% of portfolio
1,604
Q4 2024 New
$177B
$552,000 0.12% of portfolio
2,838
Q4 2024 Reduced 0.7%
$220B
$551,000 0.12% of portfolio
4,873
Q4 2024 Added 2.03%
$79B
$511,000 0.11% of portfolio
23,349
Q4 2024 Reduced 79.14%
$224B
$500,000 0.11% of portfolio
2,276
Q4 2024 Added 0.57%
$185B
$513,000 0.11% of portfolio
4,249
Q4 2024 Reduced 8.96%
$167B
$515,000 0.11% of portfolio
1,036
Q4 2024 Added 1.77%
$135B
$506,000 0.11% of portfolio
7,070
Q4 2024 Reduced 0.77%
$69.7B
$483,000 0.11% of portfolio
151
Q3 2024 Reduced 0.66%
$0
$498,000 0.11% of portfolio
2,223
Q2 2024 Reduced 3.6%
$250B
$447,000 0.1% of portfolio
7,565
Q4 2024 Added 0.16%
$4.32B
$436,000 0.1% of portfolio
6,565
Q4 2024 Reduced 11.0%
$155B
$470,000 0.1% of portfolio
2,048
Q4 2024 Added 0.2%
$143B
$458,000 0.1% of portfolio
1,856
Q4 2024 Added 0.22%
$74.2B
$434,000 0.1% of portfolio
1,932
Q4 2024 Reduced 0.1%
$174B
$415,000 0.09% of portfolio
392
Q4 2024 Added 3.98%
$0
$389,000 0.09% of portfolio
3,773
Q4 2023 Added 0.19%
$199B
$390,000 0.09% of portfolio
3,376
Q4 2024 Reduced 0.68%
$200B
$389,000 0.09% of portfolio
680
Q4 2024 Added 3.66%
$0
$386,000 0.09% of portfolio
4,777
Q4 2024 Added 5.8%
$0
$362,000 0.08% of portfolio
4,074
Q4 2024 Reduced 3.46%
$78B
$343,000 0.08% of portfolio
732
Q4 2024 Reduced 82.76%
$282B
$379,000 0.08% of portfolio
5,399
Q4 2024 Added 2.1%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $449 Million
  • Prior Value $449 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email