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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-113
- 2.59%
$87.0 - $90.6 $9.83K - $10.2K
4.26K $378K
VIG
Vanguard Dividend Appreciation

ETFs
-40
- 2.36%
N/A
1.65K $301K
CME
Cme Group Inc.

Financial Services
-63
- 4.25%
$261.53 - $285.04 $16.5K - $18K
1.42K $395K
CVX
Chevron Corp

Energy
-14
- 0.33%
$148.9 - $157.72 $2.08K - $2.21K
4.19K $648K
TXN
Texas Instruments Inc

Technology
-18
- 0.67%
N/A
2.67K $520K
CRWD
Crowd Strike Holdings, Inc.

Technology
-83
- 8.95%
$482.23 - $557.53 $40K - $46.3K
844 $453K
Linde PLC Shs
-190
- 10.45%
N/A
1.63K $0
CB
Chubb LTD

Financial Services
-8
- 0.9%
$268.2 - $296.22 $2.15K - $2.37K
876 $258K
XLV
Select Sector Spdr Fund Health

ETFs
-282
- 6.83%
$141.95 - $152.82 $40K - $43.1K
3.85K $583K
L
Loews Corp

Financial Services
-2
- 0.07%
$97.8 - $104.41 $196 - $209
2.71K $283K
PEP
Pepsico Inc

Consumer Defensive
-25
- 0.78%
$138.84 - $153.71 $3.47K - $3.84K
3.18K $470K
VTV
Vanguard Value ETF

ETFs
-44
- 0.1%
$182.87 - $189.72 $8.05K - $8.35K
45.7K $8.54M
AMGN
Amgen Inc

Healthcare
-224
- 11.73%
$290.13 - $341.71 $65K - $76.5K
1.69K $575K
NEE
Nextera Energy Inc

Utilities
-235
- 3.19%
$78.18 - $86.03 $18.4K - $20.2K
7.13K $611K
JNJ
Johnson & Johnson

Healthcare
-6
- 0.1%
$185.98 - $199.58 $1.12K - $1.2K
5.86K $1.17M
VUG
Vanguard Growth ETF

ETFs
-164
- 0.36%
$470.44 - $504.26 $77.2K - $82.7K
45.9K $22.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-13
- 0.99%
$524.58 - $588.02 $6.82K - $7.64K
1.31K $740K
DGRO
Ishares Core Dividend Growth E

ETFs
-327
- 0.09%
$66.93 - $69.17 $21.9K - $22.6K
355K $24.3M
AMD
Advanced Micro Devices Inc

Technology
-700
- 10.98%
$164.01 - $264.33 $115K - $185K
5.67K $1.36M
IEFA
Ishares Tr

ETFs
-2.56K
- 0.57%
$86.09 - $89.88 $220K - $230K
446K $39.6M
VTI
Vanguard Total Stock Market Et

ETFs
-32
- 0.01%
$321.8 - $337.95 $10.3K - $10.8K
256K $84.3M
KO
Coca Cola CO

Consumer Defensive
-75
- 0.06%
$66.1 - $71.61 $4.96K - $5.37K
134K $9.44M
GOOG
Alphabet Inc.

Communication Services
-340
- 1.84%
$237.49 - $291.74 $80.7K - $99.2K
18.1K $5.18M
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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