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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
BRK.ABerkshire Hathaway Inc Del Cl A
Recent Activity
Increased 100%
0.31%
$2.724M
4 shares@ $680920.0 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Increased 485.94%
0.28%
$2.412M
31,904 shares@ $75.62 avg price
NFLXNetflix Inc Com
Recent Activity
Increased 90.06%
0.27%
$2.351M
2,638 shares@ $891.32 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Decreased -22.48%
0.26%
$2.294M
4,536 shares@ $505.8 avg price
ADPAutomatic Data Processing Inc Com
Recent Activity
Decreased -25.64%
0.25%
$2.139M
7,308 shares@ $292.74 avg price
DVYIshares Select Dividend Etf
Recent Activity
Increased 100%
0.24%
$2.103M
16,018 shares@ $131.3 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 100.36%
0.23%
$2.012M
11,322 shares@ $177.71 avg price
MRKMerck & Co Inc Com
Recent Activity
Decreased -19.8%
0.22%
$1.93M
19,402 shares@ $99.49 avg price
MAMastercard Incorporated Cl A
Recent Activity
Increased 104.68%
0.22%
$1.892M
3,592 shares@ $526.71 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -20.19%
0.22%
$1.871M
12,938 shares@ $144.62 avg price