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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
PGRProgressive Corp Com
Recent Activity
Increased 100.3%
1.01%
$8.905M
37,166 shares@ $239.62 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 101.24%
0.76%
$6.706M
35,212 shares@ $190.45 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 105.98%
0.7%
$6.171M
26,618 shares@ $231.85 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 111.69%
0.67%
$5.879M
10,040 shares@ $585.51 avg price
HDHome Depot Inc Com
Recent Activity
Increased 26.99%
0.64%
$5.637M
14,490 shares@ $389.01 avg price
KOCoca Cola Co Com
Recent Activity
Increased 71.8%
0.56%
$4.935M
276,058 shares@ $17.88 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Increased 92.6%
0.51%
$4.483M
20,288 shares@ $220.96 avg price
SCHBSchwab U.s. Broad Market Etf
Recent Activity
Increased 538.66%
0.45%
$3.992M
175,872 shares@ $22.7 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 98.69%
0.45%
$3.955M
5,124 shares@ $771.96 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 100.55%
0.44%
$3.892M
6,610 shares@ $588.74 avg price