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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
AFLAflac Inc Com
Recent Activity
Exited
0%
$204,706
1,831 shares@ $111.81 avg price
PLDPrologis Inc. Com
Recent Activity
Exited
0%
$203,942
1,615 shares@ $126.28 avg price
UPSUnited Parcel Service Inc Cl B
Recent Activity
Exited
0%
$203,092
1,490 shares@ $136.31 avg price
PFEPfizer Inc Com
Recent Activity
Exited
0%
$200,786
6,938 shares@ $28.95 avg price
MPWMedical Pptys Trust Inc Com
Recent Activity
Exited
0%
$124,734
21,322 shares@ $5.86 avg price
TALOTalos Energy Inc Com
Recent Activity
Exited
0%
$117,721
11,374 shares@ $10.36 avg price
HPPHudson Pac Pptys Inc Com
Recent Activity
Exited
0%
$84,941
17,770 shares@ $4.79 avg price