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Carmen Laster

@Regent Peak Wealth Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$890.533MTotal holdings180
Assets growth rate104.44%Assets growth rate (2-Q avg)52.09%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Regent Peak Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Regent Peak Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 890.533M in assets, with a quarterly growth rate of 104.44% and a 2-quarter average growth rate of 52.09%. The portfolio is managed by Carmen Laster, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ORCLOracle Corp Com
Recent Activity
Decreased -12.79%
0.36%
$3.144M
18,868 shares@ $166.65 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Decreased -22.48%
0.26%
$2.294M
4,536 shares@ $505.8 avg price
ADPAutomatic Data Processing Inc Com
Recent Activity
Decreased -25.64%
0.25%
$2.139M
7,308 shares@ $292.74 avg price
MRKMerck & Co Inc Com
Recent Activity
Decreased -19.8%
0.22%
$1.93M
19,402 shares@ $99.49 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -20.19%
0.22%
$1.871M
12,938 shares@ $144.62 avg price
HONHoneywell Intl Inc Com
Recent Activity
Decreased -30.01%
0.21%
$1.841M
8,150 shares@ $225.9 avg price
GDGeneral Dynamics Corp Com
Recent Activity
Decreased -22.69%
0.2%
$1.769M
6,712 shares@ $263.5 avg price
TSMTaiwan Semiconductor Mfg Ltd Sponsored Ads
Recent Activity
Decreased -43.47%
0.19%
$1.64M
8,306 shares@ $197.5 avg price
ITWIllinois Tool Wks Inc Com
Recent Activity
Decreased -31.4%
0.19%
$1.603M
6,322 shares@ $253.57 avg price
UNPUnion Pac Corp Com
Recent Activity
Decreased -35.53%
0.17%
$1.458M
6,394 shares@ $228.01 avg price