Regent Peak Wealth Advisors LLC Incresed Positions 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
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
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
MNST
Monster Beverage Corp

Consumer Defensive
397
+ 7.62%
$66.31 - $71.91 $26.3K - $28.5K
5.6K $399K
AMAT
Applied Materials Inc

Technology
21
+ 1.14%
$209.95 - $240.89 $4.41K - $5.06K
1.87K $427K
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
BAC
Bank Of America Corp

Financial Services
548
+ 4.54%
$48.65 - $54.11 $26.7K - $29.7K
12.6K $649K
APH
Amphenol Corp

Technology
67
+ 3.62%
$121.7 - $143.85 $8.15K - $9.64K
1.92K $256K
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
CRM
Salesforce, Inc.

Technology
89
+ 4.29%
$235.69 - $263.41 $21K - $23.4K
2.16K $512K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 20.0%
$4804.01 - $5424.55 $52.8K - $59.7K
66 $317K
PLTR
Palantir Technologies Inc.

Technology
267
+ 7.57%
$172.14 - $207.18 $46K - $55.3K
3.79K $660K
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 0.39%
$589.5 - $635.77 $7.07K - $7.63K
3.1K $1.87M
AXP
American Express CO

Financial Services
16
+ 1.31%
$316.26 - $372.77 $5.06K - $5.96K
1.24K $423K
WMT
Walmart Inc.

Consumer Defensive
153
+ 0.85%
$101.18 - $109.03 $15.5K - $16.7K
18.1K $1.87M
KLAC
Kla Corp

Technology
1
+ 0.44%
$982.75 - $1235.28 $983 - $1.24K
230 $260K
MS
Morgan Stanley

Financial Services
62
+ 3.72%
$151.86 - $169.92 $9.42K - $10.5K
1.73K $275K
ORGO
Organogenesis Holdings Inc.

Healthcare
2.11K
+ 17.45%
N/A
14.2K $64K
ABT
Abbott Laboratories

Healthcare
226
+ 4.37%
$123.62 - $134.59 $27.9K - $30.4K
5.39K $701K
STT
State Street Corp

Financial Services
60
+ 3.25%
$111.0 - $121.11 $6.66K - $7.27K
1.91K $222K
SPGI
S&P Global Inc.

Financial Services
11
+ 1.07%
$472.05 - $502.96 $5.19K - $5.53K
1.04K $507K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.0%
$25.2 - $26.46 $50.4 - $52.9
77.3K $1.99M
TJX
Tjx Companies Inc

Consumer Cyclical
15
+ 0.86%
$138.56 - $147.63 $2.08K - $2.21K
1.77K $258K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.05%
$293.81 - $310.11 $588 - $620
3.69K $1.12M
GE
General Electric CO

Industrials
25
+ 0.64%
$291.49 - $314.28 $7.29K - $7.86K
3.95K $1.18M
C
Citigroup Inc

Financial Services
172
+ 4.63%
$93.93 - $102.87 $16.2K - $17.7K
3.89K $381K
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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