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
XOMExxon Mobil Corp Com
Recent Activity
Increased 96.61%
0.14%
$1.233M
11,458 shares@ $107.58 avg price
SBUXStarbucks Corp Com
Recent Activity
Decreased -47.13%
0.14%
$1.204M
13,190 shares@ $91.26 avg price
CVXChevron Corp New Com
Recent Activity
Increased 108.51%
0.14%
$1.193M
8,234 shares@ $144.86 avg price
CATCaterpillar Inc Com
Recent Activity
Increased 102.19%
0.13%
$1.139M
3,140 shares@ $362.76 avg price
XLVHealth Care Select Sector Spdr Fund
Recent Activity
Increased 100.39%
0.13%
$1.132M
8,230 shares@ $137.57 avg price
ABTAbbott Labs Com
Recent Activity
Increased 104.07%
0.13%
$1.102M
9,746 shares@ $113.11 avg price
ADBEAdobe Inc Com
Recent Activity
Increased 92.34%
0.13%
$1.093M
2,458 shares@ $444.69 avg price
ETNEaton Corp Plc Shs
Recent Activity
New Position
0.12%
$1.065M
3,208 shares@ $331.87 avg price
TXNTexas Instrs Inc Com
Recent Activity
Increased 98.61%
0.12%
$1.064M
5,676 shares@ $187.53 avg price
BACBank America Corp Com
Recent Activity
Increased 120.57%
0.12%
$1.052M
23,942 shares@ $43.95 avg price