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
$174B
$371,000 0.08% of portfolio
711
Q4 2024 Added 1.43%
$202B
$356,000 0.08% of portfolio
1,201
Q4 2024 Added 2.21%
$0
$370,000 0.08% of portfolio
1,404
Q4 2024 Added 0.07%
$0
$379,000 0.08% of portfolio
1,354
Q3 2024 Reduced 21.19%
$185B
$324,000 0.07% of portfolio
8,124
Q4 2024 Added 0.77%
$105B
$320,000 0.07% of portfolio
1,861
Q4 2024 Added 5.62%
$94.7B
$335,000 0.07% of portfolio
1,445
Q4 2024 Added 0.7%
$55.8B
$337,000 0.07% of portfolio
1,749
Q4 2024 Added 0.11%
$193B
$295,000 0.07% of portfolio
12,992
Q4 2024 Reduced 23.75%
$53.1B
$312,000 0.07% of portfolio
1,814
Q4 2024 Reduced 0.33%
$57.4B
$304,000 0.07% of portfolio
15,540
Q1 2023 New
$15.9B
$314,000 0.07% of portfolio
8,547
Q4 2024 Added 0.12%
$85.6B
$304,000 0.07% of portfolio
4,026
Q4 2024 Reduced 81.37%
$162B
$300,000 0.07% of portfolio
8,017
Q4 2024 Reduced 5.07%
$79.5B
$293,000 0.07% of portfolio
2,344
Q4 2024 Added 0.04%
$143B
$329,000 0.07% of portfolio
778
Q4 2024 Added 2.23%
$70.1B
$325,000 0.07% of portfolio
1,688
Q4 2024 Added 0.18%
$0
$304,000 0.07% of portfolio
3,138
Q4 2024 New
$181B
$325,000 0.07% of portfolio
2,920
Q4 2024 Added 4.51%
$179B
$324,000 0.07% of portfolio
4,293
Q4 2024 New
$33.8B
$284,000 0.06% of portfolio
2,733
Q4 2024 Added 0.48%
$103B
$291,000 0.06% of portfolio
789
Q4 2024 Reduced 8.68%
$131B
$266,000 0.06% of portfolio
1,639
Q4 2024 Reduced 4.38%
$47.9B
$263,000 0.06% of portfolio
1,948
Q4 2024 Reduced 23.31%
$51.5B
$274,000 0.06% of portfolio
1,960
Q4 2024 Added 1.24%
$235B
$277,000 0.06% of portfolio
2,302
Q4 2024 Added 4.21%
$0
$278,000 0.06% of portfolio
1,531
Q4 2024 Added 11.35%
$183B
$268,000 0.06% of portfolio
54
Q4 2024 Reduced 3.57%
$62.2B
$272,000 0.06% of portfolio
8,447
Q4 2024 Added 0.3%
$0
$265,000 0.06% of portfolio
2,005
Q4 2024 Reduced 5.74%
$59.9B
$288,000 0.06% of portfolio
1,025
Q4 2024 Reduced 7.99%
$0
$254,000 0.06% of portfolio
1,000
Q4 2023 New
$84.2B
$264,000 0.06% of portfolio
558
Q4 2024 Added 1.82%
$318B
$282,000 0.06% of portfolio
1,282
Q4 2024 Added 0.47%
$69.8B
$213,000 0.05% of portfolio
751
Q4 2024 Added 1.9%
$92.3B
$237,000 0.05% of portfolio
1,179
Q4 2024 Added 0.94%
$13.1B
$220,000 0.05% of portfolio
1,074
Q4 2024 New
$88.4B
$203,000 0.05% of portfolio
3,412
Q4 2024 Reduced 7.93%
$30.2B
$206,000 0.05% of portfolio
3,936
Q4 2024 New
$20.8B
$230,000 0.05% of portfolio
2,723
Q4 2024 Added 1.19%
$70.6B
$227,000 0.05% of portfolio
320
Q4 2024 Added 0.95%
$0
$209,000 0.05% of portfolio
1,057
Q3 2024 Reduced 9.89%
$0
$210,000 0.05% of portfolio
1,763
Q4 2024 New
$43.2B
$245,000 0.05% of portfolio
1,385
Q4 2024 Added 1.69%
$41B
$224,000 0.05% of portfolio
1,893
Q4 2024 Added 0.11%
$53.7B
$209,000 0.05% of portfolio
894
Q4 2024 Reduced 1.43%
$77.8B
$212,000 0.05% of portfolio
620
Q4 2024 New
$115B
$216,000 0.05% of portfolio
1,017
Q4 2024 Added 3.04%
$0
$209,000 0.05% of portfolio
4,333
Q4 2024 New

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
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