Regent Peak Wealth Advisors LLC Portfolio Holdings

Regent Peak Wealth Advisors LLC

  • $449 Million
  • Q4 2024

Regent Peak Wealth Advisors LLC has filed its 13F form on January 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $449 Million distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $72.3M, Ishares Tr with a value of $28.1M, Apple Inc. with a value of $28M, Vanguard Growth ETF with a value of $22.2M, and Ishares Core Dividend Growth E with a value of $20.5M.

Examining the 13F form we can see an increase of $8.45M in the current position value, from $441M to 449M.

Regent Peak Wealth Advisors LLC is based out at Atlanta, GA

Below you can find more details about Regent Peak Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $449 Million
ETFs: $248 Million
Technology: $82.2 Million
Consumer Cyclical: $31.5 Million
Financial Services: $22.2 Million
Consumer Defensive: $15.4 Million
Communication Services: $13.5 Million
Utilities: $12.2 Million
Healthcare: $10.4 Million
Other: $13.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$775M
$144,000 0.03% of portfolio
24,392
Q3 2024 New
$464M
$80,000 0.02% of portfolio
11,730
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $449 Million
  • Prior Value $441 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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