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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
LOWLowes Cos Inc Com
Recent Activity
Increased 100.44%
0.11%
$916,122
3,712 shares@ $246.81 avg price
CSCOCisco Sys Inc Com
Recent Activity
Increased 100.32%
0.11%
$895,704
15,130 shares@ $59.21 avg price
KMPRKemper Corp Com
Recent Activity
Increased 78.01%
0.1%
$872,358
13,130 shares@ $66.45 avg price
CEGConstellation Energy Corp Com
Recent Activity
Increased 99.8%
0.1%
$864,416
3,864 shares@ $223.72 avg price
NOWServicenow Inc Com
Recent Activity
Increased 107.96%
0.1%
$831,134
784 shares@ $1060.12 avg price
RTXRtx Corporation Com
Recent Activity
Increased 98.65%
0.09%
$781,254
6,752 shares@ $115.71 avg price
VONGVanguard Russell 1000 Growth Etf
Recent Activity
Increased 100%
0.09%
$779,504
7,546 shares@ $103.31 avg price
GSGoldman Sachs Group Inc Com
Recent Activity
Increased 107.32%
0.09%
$778,764
1,360 shares@ $572.63 avg price
DGRWWisdomtree Us Quality Dividend Growth Fund
Recent Activity
Increased 111.61%
0.09%
$773,206
9,554 shares@ $80.94 avg price
WFCWells Fargo Co New Com
Recent Activity
Increased 104.2%
0.09%
$758,452
10,798 shares@ $70.25 avg price