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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
PGProcter And Gamble Co Com
Recent Activity
Increased 102.55%
0.42%
$3.71M
22,126 shares@ $167.66 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 113.98%
0.38%
$3.339M
3,644 shares@ $916.41 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Increased 100%
0.36%
$3.196M
6,250 shares@ $511.31 avg price
MCDMcdonalds Corp Com
Recent Activity
Increased 4.96%
0.36%
$3.156M
10,886 shares@ $289.91 avg price
ORCLOracle Corp Com
Recent Activity
Decreased -12.79%
0.36%
$3.144M
18,868 shares@ $166.65 avg price
WMTWalmart Inc Com
Recent Activity
Increased 102.65%
0.36%
$3.131M
34,650 shares@ $90.36 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 104.65%
0.36%
$3.124M
13,034 shares@ $239.72 avg price
VGTVanguard Information Technology Etf
Recent Activity
Increased 100%
0.35%
$3.115M
5,010 shares@ $621.8 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 105.04%
0.35%
$3.114M
9,854 shares@ $316.02 avg price
SOSouthern Co Com
Recent Activity
Increased 100.68%
0.34%
$2.994M
36,370 shares@ $82.33 avg price