Regent Peak Wealth Advisors LLC Sells in Q4 2025

Regent Peak Wealth Advisors LLC

  • $507 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.17K
- 24.62%
$653.02 - $687.39 $2.07M - $2.18M
9.71K $6.46M
DAL
Delta Air Lines, Inc.

Industrials
-33.2K
- 47.09%
$55.65 - $62.32 $1.85M - $2.07M
37.3K $2.18M
PGR
Progressive Corp

Financial Services
-3.16K
- 18.4%
$203.7 - $246.46 $644K - $779K
14K $3.16M
APO
Apollo Global Management, Inc.

Financial Services
-4.19K
- 47.44%
$118.22 - $133.75 $496K - $561K
4.65K $606K
SO
Southern CO

Utilities
-4.75K
- 23.14%
$90.58 - $99.72 $430K - $473K
15.8K $1.43M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.36K
- 2.4%
$136.06 - $140.64 $321K - $332K
95.9K $13.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.81K
- 1.51%
$74.09 - $75.1 $356K - $361K
313K $23.2M
HD
Home Depot, Inc.

Consumer Cyclical
-264
- 3.92%
$358.03 - $397.02 $94.5K - $105K
6.47K $2.32M
NVDA
Nvidia Corp

Technology
-1.68K
- 1.9%
$179.83 - $207.04 $302K - $347K
86.4K $16.1M
SR
Spire Inc

Utilities
-5.88K
- 11.8%
$81.21 - $90.76 $478K - $534K
44K $3.83M
UBSI
United Bankshares Inc

Financial Services
-3.5K
- 6.91%
$34.31 - $37.58 $120K - $132K
47.2K $1.72M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.56K
- 1.68%
$142.79 - $150.05 $223K - $234K
91.2K $13.4M
PG
Procter & Gamble CO

Consumer Defensive
-457
- 4.47%
$145.5 - $153.18 $66.5K - $70K
9.77K $1.42M
ADP
Automatic Data Processing Inc

Industrials
-45
- 1.68%
$250.9 - $292.94 $11.3K - $13.2K
2.63K $660K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-476
- 1.19%
$459.47 - $491.71 $219K - $234K
39.6K $18.7M
JPM
Jpmorgan Chase & CO

Financial Services
-29
- 0.39%
$294.11 - $320.41 $8.53K - $9.29K
7.35K $2.21M
VZ
Verizon Communications Inc

Communication Services
-2.31K
- 31.62%
$38.4 - $43.83 $88.5K - $101K
4.99K $204K
DVY
Ishares Tr

ETFs
-777
- 17.2%
$138.1 - $143.11 $107K - $111K
3.74K $525K
IVV
Ishares Core S&P 500 ETF

ETFs
-182
- 5.46%
$656.2 - $690.71 $119K - $126K
3.15K $2.13M
UNP
Union Pacific Corp

Industrials
-305
- 13.21%
$216.37 - $237.41 $66K - $72.4K
2K $442K
LMT
Lockheed Martin Corp

Industrials
-116
- 7.47%
$452.1 - $514.24 $52.4K - $59.7K
1.44K $676K
HON
Honeywell International Inc

Industrials
-259
- 8.33%
$194.07 - $220.67 $50.3K - $57.2K
2.85K $558K
BA
Boeing CO

Industrials
-292
- 23.8%
$191.81 - $225.32 $56K - $65.8K
935 $179K
SBUX
Starbucks Corp

Consumer Cyclical
-852
- 16.99%
$78.46 - $87.26 $66.8K - $74.3K
4.16K $352K
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.67%
$3576.14 - $4253.71 $3.58K - $4.25K
149 $574K
COST
Costco Wholesale Corp

Consumer Defensive
-44
- 2.23%
$910.94 - $954.99 $40.1K - $42K
1.93K $1.76M
IWM
Ishares Russell 2000 ETF

ETFs
-121
- 1.54%
$236.79 - $250.33 $28.7K - $30.3K
7.74K $1.84M
ADBE
Adobe Inc.

Technology
-41
- 3.21%
$325.07 - $359.91 $13.3K - $14.8K
1.24K $401K
PM
Philip Morris International Inc.

Consumer Defensive
-125
- 5.05%
$144.33 - $160.86 $18K - $20.1K
2.35K $359K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-161
- 10.15%
$280.66 - $305.09 $45.2K - $49.1K
1.43K $401K
UNH
Unitedhealth Group Inc

Healthcare
-7
- 0.45%
$320.52 - $369.92 $2.24K - $2.59K
1.54K $491K
T
At&T Inc.

Communication Services
-141
- 1.08%
$24.44 - $27.55 $3.45K - $3.88K
13K $329K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-19
- 0.54%
$309.99 - $353.65 $5.89K - $6.72K
3.51K $1.09M
NOC
Northrop Grumman Corp

Industrials
-28
- 6.14%
$558.0 - $637.95 $15.6K - $17.9K
428 $240K
ETN
Eaton Corp PLC

Industrials
-3
- 0.18%
$352.39 - $387.75 $1.06K - $1.16K
1.65K $580K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-68
- 5.85%
$600.51 - $631.95 $40.8K - $43K
1.09K $675K
MO
Altria Group, Inc.

Consumer Defensive
-30
- 0.82%
$56.38 - $66.65 $1.69K - $2K
3.63K $210K
PAYX
Paychex Inc

Industrials
-34
- 1.8%
$111.08 - $128.59 $3.78K - $4.37K
1.86K $208K
ICE
Intercontinental Exchange, Inc.

Financial Services
-49
- 3.47%
$145.59 - $162.64 $7.13K - $7.97K
1.36K $207K
NSC
Norfolk Southern Corp

Industrials
-52
- 6.01%
$279.53 - $300.15 $14.5K - $15.6K
813 $230K
LNG
Cheniere Energy, Inc.

Energy
-15
- 1.3%
$205.63 - $235.74 $3.08K - $3.54K
1.14K $245K
SKYY
First Trust Cloud Computing Et

ETFs
-140
- 7.94%
$131.95 - $143.46 $18.5K - $20.1K
1.62K $214K
SHW
Sherwin Williams CO

Basic Materials
-33
- 4.4%
$330.74 - $354.45 $10.9K - $11.7K
717 $238K
DLR
Digital Realty Trust, Inc.

Real Estate
-7
- 0.5%
$158.11 - $179.28 $1.11K - $1.25K
1.38K $218K
VGT
Vanguard Information Technolog

ETFs
-54
- 2.25%
$736.33 - $801.52 $39.8K - $43.3K
2.35K $1.77M
VBK
Vanguard Small Cap Growth ETF

ETFs
-30
- 2.26%
$291.71 - $309.36 $8.75K - $9.28K
1.3K $377K
PANW
Palo Alto Networks Inc

Technology
-89
- 7.2%
$204.77 - $221.38 $18.2K - $19.7K
1.15K $235K
WM
Waste Management Inc

Industrials
-12
- 1.03%
$196.77 - $219.98 $2.36K - $2.64K
1.15K $240K
MTB
M&T Bank Corp

Financial Services
-6
- 0.48%
$178.63 - $195.63 $1.07K - $1.17K
1.25K $232K
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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