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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
VBKVanguard Small-cap Growth Etf
Recent Activity
Increased 100%
0.09%
$758,402
2,708 shares@ $280.06 avg price
ISRGIntuitive Surgical Inc Com New
Recent Activity
Increased 102.86%
0.09%
$742,228
1,422 shares@ $521.97 avg price
VOVanguard Mid-cap Etf
Recent Activity
Increased 100.15%
0.09%
$741,690
2,808 shares@ $264.14 avg price
VNQVanguard Real Estate Etf
Recent Activity
Increased 93.09%
0.09%
$725,748
8,148 shares@ $89.08 avg price
AXPAmerican Express Co Com
Recent Activity
Increased 104.43%
0.09%
$712,890
2,402 shares@ $296.8 avg price
NOCNorthrop Grumman Corp Com
Recent Activity
Decreased -65.52%
0.08%
$687,052
1,464 shares@ $469.3 avg price
ALLAllstate Corp Com
Recent Activity
Increased 100.23%
0.08%
$674,380
3,498 shares@ $192.8 avg price
CAVACava Group Inc Com
Recent Activity
Increased 100%
0.08%
$672,288
5,960 shares@ $112.8 avg price
CMECme Group Inc Com
Recent Activity
Increased 101.4%
0.08%
$671,144
2,890 shares@ $232.23 avg price
DEDeere & Co Com
Recent Activity
Increased 104.47%
0.08%
$659,278
1,556 shares@ $423.71 avg price