Regent Peak Wealth Advisors LLC New Holdings in Q3 2024

Regent Peak Wealth Advisors LLC

  • $441 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
1.35K
New
$135.21 - $197.06 $182K - $266K
1.35K $257K
VIG
Vanguard Dividend Appreciation

ETFs
1.38K
New
$182.15 - $182.15 $250K - $250K
1.38K $250K
SHW
Sherwin Williams CO

Basic Materials
639
New
$294.65 - $384.0 $188K - $245K
639 $243K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
573
New
$386.81 - $423.12 $222K - $242K
573 $242K
URI
United Rentals, Inc.

Industrials
298
New
$627.41 - $814.1 $187K - $243K
298 $241K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.43K
New
$136.93 - $162.81 $196K - $232K
1.43K $229K
AMT
American Tower Corp

Real Estate
976
New
$192.27 - $242.73 $188K - $237K
976 $226K
NSC
Norfolk Southern Corp

Industrials
907
New
$213.75 - $259.69 $194K - $236K
907 $225K
MTB
M&T Bank Corp

Financial Services
1.24K
New
$146.49 - $179.85 $182K - $223K
1.24K $221K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.44K
New
$77.22 - $89.49 $188K - $218K
2.44K $217K
AJG
Arthur J. Gallagher & Co.

Financial Services
737
New
$259.22 - $299.75 $191K - $221K
737 $207K
AFL
Aflac Inc

Financial Services
1.83K
New
$88.52 - $111.8 $162K - $205K
1.83K $204K
WELL
Welltower Inc.

Real Estate
1.59K
New
$104.0 - $129.74 $165K - $206K
1.59K $203K
PLD
Prologis, Inc.

Real Estate
1.62K
New
$111.95 - $132.43 $181K - $214K
1.62K $203K
CFFN
Capitol Federal Financial, Inc.

Financial Services
24.4K
New
$5.34 - $6.75 $130K - $165K
24.4K $142K
MPW
Medical Properties Trust Inc

Real Estate
21.3K
New
$4.03 - $6.38 $85.9K - $136K
21.3K $124K
TALO
Talos Energy Inc.

Energy
11.4K
New
$10.05 - $12.06 $114K - $137K
11.4K $117K
HPP
Hudson Pacific Properties, Inc.

Real Estate
17.8K
New
$4.4 - $6.01 $78.2K - $107K
17.8K $84K
MESA
Mesa Air Group Inc

Industrials
29.8K
New
$1.12 - $1.77 $33.4K - $52.7K
29.8K $36K
XELB
X Cel Brands, Inc.

Consumer Cyclical
15K
New
$0.6 - $0.75 $9K - $11.3K
15K $11K
Ge Vernova Inc Com
931
New
N/A
931 $0
Activity Summary
Buys All Purchases 95 New Holdings 22 Increased Positions 73 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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