test

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
LINLinde Plc Shs
Recent Activity
Increased 100%
0.18%
$1.533M
3,662 shares@ $418.61 avg price
INTUIntuit Com
Recent Activity
Increased 96.92%
0.18%
$1.524M
2,426 shares@ $628.35 avg price
UNPUnion Pac Corp Com
Recent Activity
Decreased -35.53%
0.17%
$1.458M
6,394 shares@ $228.01 avg price
AMGNAmgen Inc Com
Recent Activity
Decreased -32.89%
0.17%
$1.454M
5,580 shares@ $260.65 avg price
APOApollo Global Mgmt Inc Com
Recent Activity
Increased 101.8%
0.17%
$1.447M
8,762 shares@ $165.18 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
Increased 98.41%
0.17%
$1.427M
2,744 shares@ $520.22 avg price
PEPPepsico Inc Com
Recent Activity
Decreased -33.42%
0.16%
$1.425M
9,368 shares@ $152.07 avg price
GEGe Aerospace Com New
Recent Activity
Increased 100.75%
0.16%
$1.355M
8,122 shares@ $166.79 avg price
APDAir Prods & Chems Inc Com
Recent Activity
Decreased -47.21%
0.15%
$1.276M
4,400 shares@ $290.05 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 100%
0.15%
$1.259M
2,336 shares@ $538.81 avg price