Regent Peak Wealth Advisors LLC Purchases in Q4 2025

Regent Peak Wealth Advisors LLC

  • $507 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
175
+ 0.16%
$245.27 - $275.25 $42.9K - $48.2K
109K $29.3M
NOW
Service Now, Inc.

Technology
1.67K
+ 404.85%
$835.79 - $946.29 $1.39M - $1.58M
2.08K $1.74M
XLK
Technology Sector Spdr

ETFs
3.57K
+ 98.75%
$278.39 - $304.13 $993K - $1.09M
7.18K $2.07M
AMZN
Amazon Com Inc

Consumer Cyclical
635
+ 1.35%
$213.04 - $254.0 $135K - $161K
47.6K $11.2M
GOOGL
Alphabet Inc.

Communication Services
225
+ 0.95%
$236.57 - $291.31 $53.2K - $65.5K
24K $6.64M
LLY
Eli Lilly & CO

Healthcare
91
+ 3.41%
$799.57 - $1025.28 $72.8K - $93.3K
2.76K $2.82M
XLY
Select Sector Spdr Consumer Di

ETFs
1.73K
+ 77.83%
$228.75 - $242.18 $395K - $418K
3.95K $911K
IAU
Ishares Gold Trust

ETFs
4.2K
New
$72.65 - $82.5 $305K - $346K
4.2K $323K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
402
+ 3.91%
$475.68 - $513.11 $191K - $206K
10.7K $5.43M
AVGO
Broadcom Inc.

Technology
203
+ 1.34%
$324.63 - $385.98 $65.9K - $78.4K
15.3K $5.25M
XOM
Exxon Mobil Corp

Energy
1.76K
+ 29.43%
$110.64 - $119.78 $194K - $210K
7.72K $908K
BSX
Boston Scientific Corp

Healthcare
2.26K
New
$94.95 - $104.98 $215K - $237K
2.26K $232K
APP
App Lovin Corp

Technology
405
New
$552.64 - $704.09 $224K - $285K
405 $225K
HCA
Hca Healthcare, Inc.

Healthcare
458
New
$410.68 - $476.61 $188K - $218K
458 $216K
GILD
Gilead Sciences, Inc.

Healthcare
1.73K
New
$110.56 - $125.2 $191K - $217K
1.73K $214K
GM
General Motors CO

Consumer Cyclical
3.04K
New
$55.35 - $71.89 $168K - $219K
3.04K $214K
JCI
Johnson Controls International PLC

Industrials
1.78K
New
$105.55 - $122.66 $188K - $218K
1.78K $211K
MU
Micron Technology Inc

Technology
45
+ 1.79%
$181.6 - $253.3 $8.17K - $11.4K
2.55K $629K
ZM
Zoom Video Communications, Inc.

Technology
2.47K
New
$79.17 - $87.23 $195K - $215K
2.47K $207K
CL
Colgate Palmolive CO

Consumer Defensive
2.57K
New
$74.98 - $79.86 $193K - $205K
2.57K $202K
PRU
Prudential Financial Inc

Financial Services
1.82K
New
$99.13 - $107.85 $181K - $196K
1.82K $195K
CMA
Comerica Inc

Financial Services
2.45K
New
$69.09 - $80.21 $169K - $196K
2.45K $191K
CMI
Cummins Inc

Industrials
408
New
$407.98 - $484.34 $166K - $198K
408 $188K
HII
Huntington Ingalls Industries, Inc.

Industrials
590
New
$280.02 - $324.19 $165K - $191K
590 $185K
FCX
Freeport Mcmoran Inc

Basic Materials
4.41K
New
$38.65 - $43.31 $171K - $191K
4.41K $177K
ADSK
Autodesk, Inc.

Technology
719
New
N/A
719 $176K
CCL
Carnival Corp

Consumer Cyclical
6.56K
New
$26.02 - $30.0 $171K - $197K
6.56K $170K
ACN
Accenture PLC

Technology
1.82K
+ 3.34%
$234.02 - $253.35 $425K - $460K
56.3K $13.6M
CAT
Caterpillar Inc

Industrials
39
+ 2.5%
$480.82 - $585.49 $18.8K - $22.8K
1.6K $881K
CSCO
Cisco Systems, Inc.

Technology
693
+ 8.81%
$67.46 - $78.0 $46.7K - $54.1K
8.56K $665K
MRK
Merck & Co., Inc.

Healthcare
600
+ 9.44%
$82.49 - $92.93 $49.5K - $55.8K
6.96K $646K
EXPE
Expedia Group, Inc.

Consumer Cyclical
174
+ 15.92%
$210.33 - $273.65 $36.6K - $47.6K
1.27K $335K
ISRG
Intuitive Surgical Inc

Healthcare
40
+ 5.56%
$429.59 - $576.2 $17.2K - $23K
760 $415K
ABBV
Abb Vie Inc.

Healthcare
305
+ 5.23%
$211.96 - $244.38 $64.6K - $74.5K
6.13K $1.44M
INTC
Intel Corp

Technology
1.82K
+ 19.85%
$34.71 - $41.53 $63.3K - $75.7K
11K $382K
DE
Deere & CO

Industrials
78
+ 9.95%
$439.11 - $480.78 $34.3K - $37.5K
862 $410K
AMAT
Applied Materials Inc

Technology
21
+ 1.14%
$209.95 - $240.89 $4.41K - $5.06K
1.87K $427K
MNST
Monster Beverage Corp

Consumer Defensive
397
+ 7.62%
$66.31 - $71.91 $26.3K - $28.5K
5.6K $399K
DHR
Danaher Corp

Healthcare
30
+ 1.67%
$202.46 - $223.01 $6.07K - $6.69K
1.83K $402K
IBM
International Business Machines Corp

Technology
14
+ 0.59%
$275.97 - $314.98 $3.86K - $4.41K
2.38K $707K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
31
+ 5.78%
$402.9 - $437.15 $12.5K - $13.6K
567 $246K
QCOM
Qualcomm Inc

Technology
216
+ 9.61%
$153.59 - $187.68 $33.2K - $40.5K
2.46K $410K
RTX
Raytheon Technologies Corp

Industrials
38
+ 1.41%
$157.0 - $179.44 $5.97K - $6.82K
2.73K $479K
FDX
Fedex Corp

Industrials
3
+ 0.31%
$224.63 - $268.67 $674 - $806
970 $256K
APH
Amphenol Corp

Technology
67
+ 3.62%
$121.7 - $143.85 $8.15K - $9.64K
1.92K $256K
BAC
Bank Of America Corp

Financial Services
548
+ 4.54%
$48.65 - $54.11 $26.7K - $29.7K
12.6K $649K
F
Ford Motor CO

Consumer Cyclical
170
+ 0.93%
$11.41 - $13.84 $1.94K - $2.35K
18.4K $243K
CEG
Constellation Energy Corp

Utilities
15
+ 0.75%
$335.74 - $401.43 $5.04K - $6.02K
2.02K $684K
GD
General Dynamics Corp

Industrials
40
+ 1.46%
$330.59 - $353.77 $13.2K - $14.2K
2.79K $959K
Activity Summary
Buys All Purchases 105 New Holdings 17 Increased Positions 88 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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