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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
ETNEaton Corp Plc Shs
Recent Activity
New Position
0.12%
$1.065M
3,208 shares@ $331.87 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
New Position
0.08%
$649,360
8,586 shares@ $75.64 avg price
AGGIshares Core U.s. Aggregate Bond Etf
Recent Activity
New Position
0.07%
$608,144
6,276 shares@ $96.9 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.06%
$493,078
481 shares@ $1025.12 avg price
PAYCPaycom Software Inc Com
Recent Activity
New Position
0.05%
$440,276
2,148 shares@ $204.98 avg price
CRWDCrowdstrike Hldgs Inc Cl A
Recent Activity
New Position
0.05%
$424,278
1,240 shares@ $342.16 avg price
SKYYFirst Trust Cloud Computing Etf
Recent Activity
New Position
0.05%
$420,018
3,526 shares@ $119.13 avg price
XLFFinancial Select Sector Spdr Fund
Recent Activity
New Position
0.05%
$418,828
8,666 shares@ $48.34 avg price
OKEOneok Inc New Com
Recent Activity
New Position
0.05%
$414,452
4,128 shares@ $100.41 avg price
MNSTMonster Beverage Corp New Com
Recent Activity
New Position
0.05%
$413,752
7,872 shares@ $52.56 avg price