Regent Peak Wealth Advisors LLC Purchases in Q3 2025

Regent Peak Wealth Advisors LLC

  • $509 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4.37K
+ 1.74%
$303.93 - $329.86 $1.33M - $1.44M
256K $83.9M
OWL
Blue Owl Capital Inc.

Financial Services
460K
New
$16.93 - $20.8 $7.78M - $9.56M
460K $7.78M
NVDA
Nvidia Corp

Technology
6.43K
+ 7.87%
$153.3 - $186.58 $985K - $1.2M
88.1K $16.4M
TSLA
Tesla, Inc.

Consumer Cyclical
495
+ 1.36%
$293.94 - $444.72 $146K - $220K
36.8K $16.4M
IEFA
Ishares Tr

ETFs
10.3K
+ 2.35%
$81.7 - $87.53 $843K - $903K
449K $39.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
676
+ 1.72%
$420.11 - $472.68 $284K - $320K
40.1K $18.8M
DGRO
Ishares Core Dividend Growth E

ETFs
14K
+ 4.1%
$64.12 - $68.08 $898K - $953K
355K $24.2M
AVGO
Broadcom Inc.

Technology
2.16K
+ 16.71%
$264.74 - $369.57 $573K - $799K
15.1K $4.98M
GOOGL
Alphabet Inc.

Communication Services
201
+ 0.85%
$174.36 - $254.72 $35K - $51.2K
23.8K $5.78M
AMZN
Amazon Com Inc

Consumer Cyclical
2.36K
+ 5.29%
$211.65 - $238.24 $500K - $563K
47K $10.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.7K
+ 5.89%
$72.57 - $74.72 $1.28M - $1.32M
318K $23.6M
META
Meta Platforms, Inc.

Communication Services
312
+ 6.47%
$695.21 - $791.73 $217K - $247K
5.14K $3.77M
JPM
Jpmorgan Chase & CO

Financial Services
837
+ 12.79%
$282.78 - $316.06 $237K - $265K
7.38K $2.33M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.1K
+ 1.13%
$136.48 - $142.97 $150K - $157K
98.3K $13.8M
APO
Apollo Global Management, Inc.

Financial Services
4.34K
+ 96.51%
$131.55 - $156.05 $571K - $678K
8.84K $1.18M
AMD
Advanced Micro Devices Inc

Technology
666
+ 11.67%
$134.8 - $184.42 $89.8K - $123K
6.37K $1.03M
GE
General Electric CO

Industrials
107
+ 2.8%
$244.75 - $305.63 $26.2K - $32.7K
3.92K $1.18M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1
+ 0.03%
$256.21 - $323.54 $256 - $324
3.53K $1.13M
NFLX
Netflix Inc

Communication Services
60
+ 4.85%
$1147.87 - $1297.18 $68.9K - $77.8K
1.3K $1.55M
IVV
Ishares Core S&P 500 ETF

ETFs
19
+ 0.57%
$620.67 - $670.08 $11.8K - $12.7K
3.33K $2.23M
C
Citigroup Inc

Financial Services
3.72K
New
$85.57 - $103.49 $318K - $385K
3.72K $377K
IWM
Ishares Russell 2000 ETF

ETFs
124
+ 1.6%
$214.92 - $244.84 $26.7K - $30.4K
7.86K $1.9M
WMT
Walmart Inc.

Consumer Defensive
719
+ 4.16%
$94.4 - $104.27 $67.9K - $75K
18K $1.85M
INTC
Intel Corp

Technology
9.19K
New
$19.31 - $35.5 $177K - $326K
9.19K $308K
SCHW
Schwab Charles Corp

Financial Services
3.08K
New
$91.03 - $98.69 $280K - $304K
3.08K $293K
GLW
Corning Inc

Technology
3.46K
New
$51.6 - $82.03 $178K - $283K
3.46K $283K
SO
Southern CO

Utilities
2.42K
+ 13.38%
$90.83 - $96.0 $220K - $232K
20.5K $1.94M
XLK
Technology Sector Spdr

ETFs
5
+ 0.14%
$250.97 - $282.66 $1.25K - $1.41K
3.61K $1.02M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.86K
+ 3.03%
$50.53 - $50.82 $245K - $247K
165K $8.39M
MS
Morgan Stanley

Financial Services
1.67K
New
$139.09 - $161.16 $232K - $269K
1.67K $264K
UBER
Uber Technologies, Inc

Technology
2.58K
New
$86.91 - $99.57 $224K - $257K
2.58K $252K
PANW
Palo Alto Networks Inc

Technology
1.24K
New
$167.06 - $208.19 $206K - $257K
1.24K $251K
KLAC
Kla Corp

Technology
229
New
$843.9 - $1078.6 $193K - $247K
229 $246K
DLR
Digital Realty Trust, Inc.

Real Estate
1.39K
New
$161.21 - $180.02 $224K - $250K
1.39K $239K
SKYY
First Trust Cloud Computing Et

ETFs
1.76K
New
$118.24 - $138.53 $208K - $244K
1.76K $236K
CRWD
Crowd Strike Holdings, Inc.

Technology
300
+ 47.85%
$412.46 - $514.1 $124K - $154K
927 $454K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.09K
New
$171.01 - $228.24 $187K - $249K
1.09K $233K
CAT
Caterpillar Inc

Industrials
9
+ 0.58%
$390.92 - $477.15 $3.52K - $4.29K
1.56K $743K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.95K
New
$69.9 - $78.26 $206K - $231K
2.95K $230K
COF
Capital One Financial Corp

Financial Services
1.08K
New
$207.29 - $229.74 $224K - $248K
1.08K $229K
APH
Amphenol Corp

Technology
1.85K
New
$97.39 - $125.4 $180K - $232K
1.85K $229K
DHI
Horton D R Inc

Consumer Cyclical
1.31K
New
$129.82 - $184.04 $170K - $241K
1.31K $222K
DASH
Door Dash, Inc.

Communication Services
814
New
$234.5 - $272.5 $191K - $222K
814 $221K
MU
Micron Technology Inc

Technology
142
+ 6.0%
$104.88 - $168.89 $14.9K - $24K
2.51K $419K
STT
State Street Corp

Financial Services
1.85K
New
$102.01 - $117.25 $188K - $217K
1.85K $214K
SNPS
Synopsys Inc

Technology
409
New
$387.78 - $645.35 $159K - $264K
409 $201K
ACT
Enact Holdings, Inc.

Financial Services
2.4K
+ 8.79%
$34.39 - $39.23 $82.7K - $94.3K
29.7K $1.14M
GS
Goldman Sachs Group Inc

Financial Services
25
+ 3.59%
$696.56 - $806.32 $17.4K - $20.2K
722 $574K
ETN
Eaton Corp PLC

Industrials
74
+ 4.7%
$342.99 - $392.76 $25.4K - $29.1K
1.65K $617K
Activity Summary
Buys All Purchases 113 New Holdings 26 Increased Positions 87 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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