Regent Peak Wealth Advisors LLC Incresed Positions in Q4 2024

Regent Peak Wealth Advisors LLC

  • $449 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
58.6K
+ 30.71%
$280.04 - $302.45 $16.4M - $17.7M
249K $72.3M
IEFA
Ishares Tr

ETFs
125K
+ 45.43%
$70.06 - $77.43 $8.76M - $9.68M
400K $28.1M
DGRO
Ishares Core Dividend Growth E

ETFs
96.2K
+ 40.35%
$60.73 - $64.94 $5.84M - $6.25M
335K $20.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7.13K
+ 21.56%
$370.24 - $418.94 $2.64M - $2.98M
40.2K $16.1M
AAPL
Apple Inc.

Technology
1.05K
+ 0.95%
$221.69 - $259.02 $233K - $272K
112K $28M
AMZN
Amazon Com Inc

Consumer Cyclical
318
+ 0.71%
$180.88 - $232.93 $57.5K - $74.1K
45.2K $9.91M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
16.8K
+ 18.98%
$131.66 - $144.0 $2.21M - $2.41M
105K $13.9M
NVDA
Nvidia Corp

Technology
322
+ 0.4%
$117.0 - $148.88 $37.7K - $47.9K
81.8K $11M
AVGO
Broadcom Inc.

Technology
386
+ 2.99%
$159.67 - $250.0 $61.6K - $96.5K
13.3K $3.09M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.5K
+ 192.97%
$75.1 - $82.99 $789K - $872K
16K $1.21M
GOOGL
Alphabet Inc.

Communication Services
207
+ 0.89%
$161.86 - $196.66 $33.5K - $40.7K
23.5K $4.45M
GOOG
Alphabet Inc.

Communication Services
108
+ 0.62%
$163.08 - $198.16 $17.6K - $21.4K
17.6K $3.35M
META
Meta Platforms, Inc.

Communication Services
277
+ 5.84%
$554.08 - $632.68 $153K - $175K
5.02K $2.96M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.2K
+ 5.72%
$71.75 - $75.11 $1.09M - $1.14M
280K $20.2M
V
Visa Inc.

Financial Services
121
+ 2.52%
$273.87 - $320.91 $33.1K - $38.8K
4.93K $1.56M
JPM
Jpmorgan Chase & CO

Financial Services
148
+ 2.32%
$205.18 - $250.29 $30.4K - $37K
6.52K $1.56M
WMT
Walmart Inc.

Consumer Defensive
226
+ 1.32%
$79.1 - $95.7 $17.9K - $21.6K
17.3K $1.57M
APO
Apollo Global Management, Inc.

Financial Services
39
+ 0.9%
$131.36 - $178.61 $5.12K - $6.97K
4.38K $723K
CRM
Salesforce, Inc.

Technology
84
+ 3.55%
$270.87 - $367.87 $22.8K - $30.9K
2.45K $818K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
60.4K
+ 219.33%
$22.01 - $66.82 $1.33M - $4.04M
87.9K $2M
COST
Costco Wholesale Corp

Consumer Defensive
119
+ 6.99%
$873.59 - $994.69 $104K - $118K
1.82K $1.67M
BAC
Bank Of America Corp

Financial Services
1.12K
+ 10.28%
$39.22 - $47.77 $43.8K - $53.3K
12K $526K
WFC
Wells Fargo & Company

Financial Services
111
+ 2.1%
$54.98 - $77.35 $6.1K - $8.59K
5.4K $379K
MA
Mastercard Inc

Financial Services
41
+ 2.34%
$491.3 - $536.15 $20.1K - $22K
1.8K $945K
NOW
Service Now, Inc.

Technology
15
+ 3.98%
$867.18 - $1148.42 $13K - $17.2K
392 $415K
GS
Goldman Sachs Group Inc

Financial Services
24
+ 3.66%
$486.1 - $608.57 $11.7K - $14.6K
680 $389K
DIS
Walt Disney CO

Communication Services
126
+ 4.51%
$92.39 - $117.6 $11.6K - $14.8K
2.92K $325K
CDNS
Cadence Design Systems Inc

Technology
5
+ 0.29%
$249.1 - $324.54 $1.25K - $1.62K
1.73K $519K
BX
Blackstone Inc.

Financial Services
99
+ 5.62%
$148.45 - $199.05 $14.7K - $19.7K
1.86K $320K
CSCO
Cisco Systems, Inc.

Technology
12
+ 0.16%
$52.45 - $60.02 $629 - $720
7.57K $447K
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 0.27%
$570.51 - $610.59 $5.13K - $5.5K
3.31K $1.95M
AXP
American Express CO

Financial Services
26
+ 2.21%
$267.35 - $305.57 $6.95K - $7.94K
1.2K $356K
MCK
Mckesson Corp

Healthcare
7
+ 1.66%
$482.27 - $628.5 $3.38K - $4.4K
428 $243K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1
+ 0.03%
$225.16 - $265.16 $225 - $265
3.53K $875K
VIG
Vanguard Dividend Appreciation

ETFs
156
+ 11.35%
N/A
1.53K $278K
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 1.43%
$471.27 - $550.62 $4.71K - $5.51K
711 $371K
DLR
Digital Realty Trust, Inc.

Real Estate
23
+ 1.69%
$156.46 - $195.69 $3.6K - $4.5K
1.39K $245K
XLK
Technology Sector Spdr

ETFs
3
+ 0.08%
$220.26 - $241.44 $661 - $724
3.61K $838K
TMUS
T Mobile Us, Inc.

Communication Services
6
+ 0.47%
$206.1 - $246.94 $1.24K - $1.48K
1.28K $282K
CME
Cme Group Inc.

Financial Services
10
+ 0.7%
$221.17 - $246.02 $2.21K - $2.46K
1.45K $335K
NI
Nisource Inc.

Utilities
10
+ 0.12%
$33.74 - $38.25 $337 - $383
8.55K $314K
L
Loews Corp

Financial Services
32
+ 1.19%
$76.49 - $87.05 $2.45K - $2.79K
2.72K $230K
PCAR
Paccar Inc

Industrials
13
+ 0.48%
$97.92 - $118.41 $1.27K - $1.54K
2.73K $284K
MTB
M&T Bank Corp

Financial Services
15
+ 1.21%
$172.48 - $221.95 $2.59K - $3.33K
1.26K $236K
PAYX
Paychex Inc

Industrials
24
+ 1.24%
$135.86 - $148.73 $3.26K - $3.57K
1.96K $274K
CVX
Chevron Corp

Energy
168
+ 4.25%
$141.15 - $162.53 $23.7K - $27.3K
4.12K $596K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 0.18%
$178.39 - $215.0 $535 - $645
1.69K $325K
DE
Deere & CO

Industrials
17
+ 2.23%
$389.45 - $466.0 $6.62K - $7.92K
778 $329K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
262
+ 5.8%
$80.93 - $85.66 $21.2K - $22.4K
4.78K $386K
Activity Summary
Buys All Purchases 97 New Holdings 16 Increased Positions 81 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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