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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
NVONovo-nordisk A S Adr
Recent Activity
Exited
0%
$1.735M
14,571 shares@ $119.08 avg price
MOAltria Group Inc Com
Recent Activity
Exited
0%
$264,540
5,183 shares@ $51.04 avg price
DHID R Horton Inc Com
Recent Activity
Exited
0%
$257,158
1,348 shares@ $190.78 avg price
MUMicron Technology Inc Com
Recent Activity
Exited
0%
$229,718
2,215 shares@ $103.72 avg price
AMTAmerican Tower Corp New Com
Recent Activity
Exited
0%
$226,979
976 shares@ $232.57 avg price
USMVIshares Msci Usa Min Vol Factor Etf
Recent Activity
Exited
0%
$225,992
2,475 shares@ $91.31 avg price
CVSCvs Health Corp Com
Recent Activity
Exited
0%
$223,601
3,556 shares@ $62.88 avg price
DDDupont De Nemours Inc Com
Recent Activity
Exited
0%
$217,518
2,441 shares@ $89.12 avg price
FCXFreeport-mcmoran Inc Cl B
Recent Activity
Exited
0%
$215,105
4,309 shares@ $49.92 avg price
VHTVanguard Health Care Etf
Recent Activity
Exited
0%
$212,214
752 shares@ $282.2 avg price