Regent Peak Wealth Advisors LLC Sells in Q1 2025

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-5
- 0.01%
$222.15 - $428.22 $1.11K - $2.14K
36.3K $9.41M
VUG
Vanguard Growth ETF

ETFs
-7.4K
- 13.68%
$369.1 - $427.61 $2.73M - $3.17M
46.7K $17.3M
AAPL
Apple Inc.

Technology
-391
- 0.35%
$209.68 - $247.1 $82K - $96.6K
111K $24.8M
ACN
Accenture PLC

Technology
-2.27K
- 4.54%
$300.91 - $398.25 $684K - $905K
47.7K $14.9M
SR
Spire Inc

Utilities
-49.5K
- 35.41%
$65.62 - $78.25 $3.25M - $3.87M
90.2K $7.06M
NVDA
Nvidia Corp

Technology
-174
- 0.21%
$106.98 - $149.43 $18.6K - $26K
81.7K $8.85M
MSFT
Microsoft Corp

Technology
-2.02K
- 6.92%
$375.39 - $447.2 $758K - $902K
27.1K $10.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-763
- 1.9%
$360.07 - $417.26 $275K - $318K
39.4K $14.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-528
- 1.17%
$190.26 - $242.06 $100K - $128K
44.6K $8.49M
VTV
Vanguard Value ETF

ETFs
-8.09K
- 14.31%
$167.73 - $179.21 $1.36M - $1.45M
48.4K $8.27M
AVGO
Broadcom Inc.

Technology
-367
- 2.76%
$167.43 - $244.7 $61.4K - $89.8K
12.9K $2.17M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-7.82K
- 7.45%
$128.74 - $138.67 $1.01M - $1.08M
97.2K $13.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-11K
- 68.96%
$74.85 - $84.89 $823K - $934K
4.95K $408K
IWM
Ishares Russell 2000 ETF

ETFs
-2.41K
- 23.73%
$198.1 - $229.79 $477K - $553K
7.74K $1.55M
GOOG
Alphabet Inc.

Communication Services
-70
- 0.4%
$156.06 - $207.71 $10.9K - $14.5K
17.5K $2.74M
ORCL
Oracle Corp

Technology
-817
- 8.66%
$139.81 - $186.47 $114K - $152K
8.62K $1.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.04K
- 24.99%
$165.25 - $224.62 $172K - $233K
3.12K $517K
MRK
Merck & Co., Inc.

Healthcare
-2.01K
- 20.74%
$83.01 - $101.02 $167K - $203K
7.69K $690K
HD
Home Depot, Inc.

Consumer Cyclical
-290
- 4.0%
$347.25 - $424.87 $101K - $123K
6.96K $2.55M
DVY
Ishares Tr

ETFs
-2.07K
- 25.88%
$128.58 - $138.1 $267K - $286K
5.94K $787K
INFY
Infosys LTD

Technology
-8.26K
- 35.38%
$18.06 - $22.89 $149K - $189K
15.1K $275K
KMPR
Kemper Corp

Financial Services
-3.27K
- 49.86%
$62.81 - $69.5 $206K - $227K
3.29K $220K
VGT
Vanguard Information Technolog

ETFs
-15
- 0.6%
$542.38 - $646.34 $8.14K - $9.7K
2.49K $1.35M
APD
Air Products & Chemicals, Inc.

Basic Materials
-679
- 30.86%
$283.24 - $338.07 $192K - $230K
1.52K $448K
META
Meta Platforms, Inc.

Communication Services
-195
- 3.88%
$576.36 - $736.67 $112K - $144K
4.83K $2.78M
CRM
Salesforce, Inc.

Technology
-57
- 2.33%
$268.36 - $359.95 $15.3K - $20.5K
2.39K $641K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2K
- 2.27%
$21.23 - $23.75 $42.5K - $47.5K
85.9K $1.84M
MCD
Mcdonalds Corp

Consumer Cyclical
-858
- 15.76%
$279.74 - $321.29 $240K - $276K
4.59K $1.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-23
- 0.74%
$468.34 - $539.52 $10.8K - $12.4K
3.1K $1.45M
PEP
Pepsico Inc

Consumer Defensive
-867
- 18.51%
$142.64 - $156.42 $124K - $136K
3.82K $572K
ITW
Illinois Tool Works Inc

Industrials
-383
- 12.12%
$244.9 - $274.48 $93.8K - $105K
2.78K $688K
CDNS
Cadence Design Systems Inc

Technology
-117
- 6.76%
$233.96 - $324.52 $27.4K - $38K
1.61K $410K
NOW
Service Now, Inc.

Technology
-4
- 1.02%
$783.83 - $1170.39 $3.14K - $4.68K
388 $308K
ETN
Eaton Corp PLC

Industrials
-28
- 1.75%
$271.83 - $371.23 $7.61K - $10.4K
1.58K $428K
NOC
Northrop Grumman Corp

Industrials
-263
- 35.93%
$433.45 - $513.82 $114K - $135K
469 $240K
INTU
Intuit Inc

Technology
-136
- 11.21%
$555.63 - $630.23 $75.6K - $85.7K
1.08K $661K
DHR
Danaher Corp

Healthcare
-188
- 9.18%
$201.62 - $250.59 $37.9K - $47.1K
1.86K $381K
UNH
Unitedhealth Group Inc

Healthcare
-240
- 10.58%
$461.52 - $548.18 $111K - $132K
2.03K $1.06M
HON
Honeywell International Inc

Industrials
-100
- 2.45%
$202.75 - $226.52 $20.3K - $22.7K
3.98K $841K
GD
General Dynamics Corp

Industrials
-388
- 11.56%
$241.94 - $272.58 $93.9K - $106K
2.97K $809K
LMT
Lockheed Martin Corp

Industrials
-27
- 1.68%
$423.19 - $506.29 $11.4K - $13.7K
1.58K $706K
ADP
Automatic Data Processing Inc

Industrials
-382
- 10.45%
$286.85 - $318.64 $110K - $122K
3.27K $999K
BX
Blackstone Inc.

Financial Services
-65
- 3.49%
$136.53 - $186.74 $8.87K - $12.1K
1.8K $251K
SBUX
Starbucks Corp

Consumer Cyclical
-1.06K
- 16.03%
$91.75 - $115.81 $97K - $122K
5.54K $541K
CAT
Caterpillar Inc

Industrials
-21
- 1.34%
$326.75 - $407.63 $6.86K - $8.56K
1.55K $510K
WMT
Walmart Inc.

Consumer Defensive
-59
- 0.34%
$84.5 - $105.05 $4.99K - $6.2K
17.3K $1.52M
UNP
Union Pacific Corp

Industrials
-318
- 9.95%
$225.21 - $254.42 $71.6K - $80.9K
2.88K $680K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-35
- 2.55%
$497.6 - $606.74 $17.4K - $21.2K
1.34K $665K
VBK
Vanguard Small Cap Growth ETF

ETFs
-29
- 2.14%
$247.97 - $296.33 $7.19K - $8.59K
1.33K $335K
Activity Summary
Buys All Purchases 56 New Holdings 13 Increased Positions 43 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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