$327 Million is the total value of Regent Peak Wealth Advisors LLC's 151 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 19.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $36,327,445 | -1.7% | 171,025 | +1.9% | 11.10% | +3.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $19,121,072 | -1.8% | 203,005 | +2.1% | 5.84% | +3.1% |
| AAPL | Buy | APPLE INC | $18,979,446 | -11.3% | 110,855 | +0.5% | 5.80% | -6.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $16,044,008 | -1.7% | 58,918 | +2.2% | 4.90% | +3.2% |
| SDY | Buy | SPDR SER TRs&p divid etf | $15,545,479 | -2.7% | 135,166 | +3.7% | 4.75% | +2.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $15,539,152 | -12.8% | 50,598 | -12.4% | 4.75% | -8.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $11,181,537 | -2.0% | 42,037 | +1.3% | 3.42% | +2.8% |
| MSFT | Buy | MICROSOFT CORP | $9,720,060 | -6.9% | 30,784 | +0.4% | 2.97% | -2.4% |
| SR | Sell | SPIRE INC | $9,597,835 | -11.0% | 169,633 | -0.3% | 2.93% | -6.7% |
| KO | Buy | COCA COLA CO | $9,188,893 | -6.5% | 164,146 | +0.6% | 2.81% | -1.9% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $8,881,441 | -3.4% | 64,391 | -0.5% | 2.71% | +1.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $8,290,120 | -5.1% | 19,393 | -1.6% | 2.53% | -0.4% |
| DGRO | Buy | ISHARES TRcore div grwth | $7,279,926 | -1.8% | 146,980 | +2.1% | 2.22% | +3.0% |
| TSLA | Buy | TESLA INC | $6,248,244 | -1.0% | 24,971 | +3.6% | 1.91% | +3.9% |
| AMZN | Buy | AMAZON COM INC | $5,762,636 | -2.0% | 45,332 | +0.5% | 1.76% | +2.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $4,358,619 | +0.2% | 67,733 | +5.1% | 1.33% | +5.1% |
| NVDA | Buy | NVIDIA CORPORATION | $3,725,813 | +8.9% | 8,565 | +5.9% | 1.14% | +14.3% |
| HD | Sell | HOME DEPOT INC | $3,688,121 | -3.3% | 12,206 | -0.5% | 1.13% | +1.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $3,482,131 | -6.9% | 19,702 | -1.4% | 1.06% | -2.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,431,539 | +7.5% | 9,796 | +4.7% | 1.05% | +12.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,087,171 | -4.9% | 19,821 | +1.0% | 0.94% | -0.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,962,147 | +11.7% | 22,636 | +2.1% | 0.90% | +17.1% |
| MCD | Sell | MCDONALDS CORP | $2,776,566 | -11.8% | 10,540 | -0.1% | 0.85% | -7.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $2,763,805 | +10.0% | 11,488 | +0.5% | 0.84% | +15.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,720,444 | -7.2% | 35,956 | +2.5% | 0.83% | -2.7% |
| AMGN | Sell | AMGEN INC | $2,638,468 | +20.8% | 9,817 | -0.2% | 0.81% | +26.7% |
| MRK | Buy | MERCK & CO INC | $2,634,998 | -6.7% | 25,595 | +4.5% | 0.80% | -2.2% |
| CSCO | Buy | CISCO SYS INC | $2,613,435 | +5.0% | 48,613 | +1.0% | 0.80% | +10.1% |
| PGR | Sell | PROGRESSIVE CORP | $2,581,770 | +4.8% | 18,534 | -0.4% | 0.79% | +9.9% |
| UNP | Buy | UNION PAC CORP | $2,411,364 | +0.0% | 11,842 | +0.5% | 0.74% | +5.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $2,389,021 | +0.3% | 10,373 | +8.9% | 0.73% | +5.2% |
| GD | Buy | GENERAL DYNAMICS CORP | $2,384,061 | +3.2% | 10,789 | +0.5% | 0.73% | +8.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,379,060 | -11.0% | 5,817 | +0.2% | 0.73% | -6.6% |
| HON | Sell | HONEYWELL INTL INC | $2,374,854 | -11.3% | 12,855 | -0.3% | 0.72% | -6.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,346,798 | +24.1% | 17,799 | +13.9% | 0.72% | +30.1% |
| ABT | Buy | ABBOTT LABS | $2,322,767 | -10.6% | 23,983 | +0.6% | 0.71% | -6.2% |
| SBUX | Buy | STARBUCKS CORP | $2,290,532 | +0.1% | 25,096 | +8.7% | 0.70% | +5.1% |
| APD | Buy | AIR PRODS & CHEMS INC | $2,192,116 | -4.6% | 7,735 | +0.8% | 0.67% | +0.1% |
| XOM | Buy | EXXON MOBIL CORP | $2,117,671 | +9.9% | 18,010 | +0.2% | 0.65% | +15.3% |
| INFY | Buy | INFOSYS LTDsponsored adr | $2,114,197 | +8.0% | 123,565 | +1.4% | 0.65% | +13.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,029,971 | -6.0% | 34,975 | +3.5% | 0.62% | -1.4% |
| MDT | Buy | MEDTRONIC PLC | $1,981,489 | -9.7% | 25,287 | +1.5% | 0.60% | -5.3% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,926,573 | -13.2% | 22,170 | +0.9% | 0.59% | -8.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,797,077 | -9.8% | 12,321 | -6.1% | 0.55% | -5.3% |
| NOC | New | NORTHROP GRUMMAN CORP | $1,700,014 | – | 3,862 | +100.0% | 0.52% | – |
| SO | Sell | SOUTHERN CO | $1,482,992 | -8.1% | 22,914 | -0.2% | 0.45% | -3.6% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $1,472,469 | -3.6% | 29,538 | 0.0% | 0.45% | +1.1% | |
| IVV | ISHARES TRcore s&p500 etf | $1,462,194 | -3.7% | 3,405 | 0.0% | 0.45% | +1.1% | |
| RTX | Buy | RTX CORPORATION | $1,448,713 | -18.2% | 20,129 | +11.3% | 0.44% | -14.1% |
| LLY | Buy | ELI LILLY & CO | $1,434,906 | +37.4% | 2,671 | +19.9% | 0.44% | +44.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,415,361 | +56.4% | 2,807 | +49.1% | 0.43% | +64.3% |
| FB | Buy | META PLATFORMS INCcl a | $1,411,287 | +7.0% | 4,701 | +2.3% | 0.43% | +12.2% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,253,994 | -7.3% | 3,022 | -1.2% | 0.38% | -2.8% |
| V | Sell | VISA INC | $1,140,397 | -3.3% | 4,958 | -0.2% | 0.35% | +1.2% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,062,954 | +2.6% | 2 | 0.0% | 0.32% | +7.6% | |
| AVGO | Buy | BROADCOM INC | $1,029,919 | -2.4% | 1,240 | +1.9% | 0.32% | +2.6% |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $1,025,987 | – | 14,703 | +100.0% | 0.31% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $969,543 | -81.5% | 2,706 | -80.9% | 0.30% | -80.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $909,910 | +4.1% | 6,274 | +4.4% | 0.28% | +9.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $904,763 | +5.2% | 1,601 | +0.3% | 0.28% | +10.4% |
| CVX | Buy | CHEVRON CORP NEW | $856,733 | +8.6% | 5,081 | +1.4% | 0.26% | +13.9% |
| WMT | Buy | WALMART INC | $841,710 | +2.1% | 5,263 | +0.4% | 0.26% | +7.1% |
| ABBV | Sell | ABBVIE INC | $832,845 | +7.8% | 5,587 | -2.6% | 0.25% | +12.9% |
| ORCL | Sell | ORACLE CORP | $811,996 | -75.0% | 7,666 | -71.9% | 0.25% | -73.8% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $801,913 | -6.3% | 5,282 | -2.6% | 0.24% | -1.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $735,276 | -2.0% | 1,453 | +1.0% | 0.22% | +3.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $726,794 | +3.4% | 1,836 | +2.7% | 0.22% | +8.3% |
| PEP | Sell | PEPSICO INC | $716,562 | -8.9% | 4,229 | -0.4% | 0.22% | -4.4% |
| ADBE | Buy | ADOBE INC | $708,761 | +5.3% | 1,390 | +0.9% | 0.22% | +10.7% |
| XSD | SPDR SER TRs&p semicndctr | $694,148 | -11.4% | 3,541 | 0.0% | 0.21% | -7.0% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $606,841 | -6.4% | 8,805 | -1.5% | 0.18% | -2.1% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $599,160 | -9.2% | 4,654 | -6.4% | 0.18% | -4.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $587,493 | -5.6% | 3,584 | +0.2% | 0.18% | -1.1% |
| VOO | Sell | VANGUARD INDEX FDS | $575,306 | -4.9% | 1,465 | -1.3% | 0.18% | 0.0% |
| TXN | Buy | TEXAS INSTRS INC | $538,970 | -11.0% | 3,390 | +0.8% | 0.16% | -6.2% |
| INTU | Buy | INTUIT | $541,319 | +24.9% | 1,059 | +11.9% | 0.16% | +31.0% |
| NFLX | Sell | NETFLIX INC | $484,461 | -15.7% | 1,283 | -1.6% | 0.15% | -11.4% |
| CRM | Buy | SALESFORCE INC | $482,819 | -2.0% | 2,381 | +2.1% | 0.15% | +2.8% |
| DHR | Buy | DANAHER CORPORATION | $470,150 | +6.1% | 1,895 | +2.7% | 0.14% | +11.6% |
| KR | Sell | KROGER CO | $468,488 | -4.9% | 10,469 | -0.2% | 0.14% | -0.7% |
| INTC | Buy | INTEL CORP | $458,391 | +7.8% | 12,894 | +1.4% | 0.14% | +12.9% |
| PFE | Sell | PFIZER INC | $456,583 | -13.4% | 13,765 | -4.2% | 0.14% | -9.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $451,571 | +22.3% | 2,897 | +40.6% | 0.14% | +27.8% |
| Buy | GENERAL ELECTRIC CO | $433,024 | +1.6% | 3,917 | +1.0% | 0.13% | +6.5% | |
| CAT | Buy | CATERPILLAR INC | $426,153 | +14.1% | 1,561 | +2.8% | 0.13% | +19.3% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $413,075 | +3.2% | 2,566 | +8.8% | 0.13% | +7.7% |
| LOW | Buy | LOWES COS INC | $410,484 | -7.5% | 1,975 | +0.4% | 0.12% | -3.1% |
| Buy | LINDE PLC | $400,276 | -0.1% | 1,075 | +2.3% | 0.12% | +4.3% | |
| EXAS | EXACT SCIENCES CORP | $396,290 | -27.3% | 5,809 | 0.0% | 0.12% | -23.9% | |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $391,093 | -7.2% | 1,826 | -0.5% | 0.12% | -3.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $388,865 | -18.9% | 3,782 | -10.2% | 0.12% | -15.0% |
| AZO | Buy | AUTOZONE INC | $383,538 | +2.5% | 151 | +0.7% | 0.12% | +7.3% |
| GS | New | GOLDMAN SACHS GROUP INC | $382,460 | – | 1,182 | +100.0% | 0.12% | – |
| NEE | Sell | NEXTERA ENERGY INC | $378,911 | -28.8% | 6,614 | -7.8% | 0.12% | -25.2% |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $374,411 | – | 1,598 | +100.0% | 0.11% | – |
| NKE | Buy | NIKE INCcl b | $362,878 | +41.6% | 3,795 | +63.4% | 0.11% | +48.0% |
| SPGI | Buy | S&P GLOBAL INC | $348,967 | -6.3% | 955 | +2.8% | 0.11% | -0.9% |
| T | Buy | AT&T INC | $350,103 | +60.4% | 23,309 | +70.3% | 0.11% | +67.2% |
| KMPR | KEMPER CORP | $344,058 | -12.9% | 8,186 | 0.0% | 0.10% | -8.7% | |
| ANTM | Buy | ELEVANCE HEALTH INC | $345,288 | -1.4% | 793 | +0.6% | 0.10% | +2.9% |
| NSC | Buy | NORFOLK SOUTHN CORP | $343,643 | +10.6% | 1,745 | +27.4% | 0.10% | +16.7% |
| USMV | Sell | ISHARES TRmsci usa min vol | $345,108 | -5.8% | 4,768 | -3.2% | 0.10% | -1.9% |
| CME | Buy | CME GROUP INC | $330,513 | +9.3% | 1,651 | +1.2% | 0.10% | +14.8% |
| ETN | Buy | EATON CORP PLC | $323,332 | +6.5% | 1,516 | +0.5% | 0.10% | +12.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $323,812 | +2.0% | 2,308 | -2.7% | 0.10% | +7.6% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $313,184 | -5.6% | 1,504 | -0.1% | 0.10% | -1.0% |
| DE | Buy | DEERE & CO | $315,867 | -3.9% | 837 | +3.2% | 0.10% | 0.0% |
| ATVI | New | ACTIVISION BLIZZARD INC | $308,230 | – | 3,292 | +100.0% | 0.09% | – |
| FDX | Buy | FEDEX CORP | $305,983 | +8.7% | 1,155 | +1.8% | 0.09% | +13.4% |
| BLK | Buy | BLACKROCK INC | $302,557 | -5.7% | 468 | +0.9% | 0.09% | -1.1% |
| DVY | Sell | ISHARES TRselect divid etf | $290,736 | -10.6% | 2,701 | -5.9% | 0.09% | -6.3% |
| PAYC | New | PAYCOM SOFTWARE INC | $283,901 | – | 1,095 | +100.0% | 0.09% | – |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $282,986 | -7.0% | 7,408 | 0.0% | 0.09% | -3.4% | |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $282,721 | -31.6% | 4,453 | -28.2% | 0.09% | -28.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $281,784 | +10.1% | 6,355 | +3.1% | 0.09% | +14.7% |
| CVS | Buy | CVS HEALTH CORP | $279,699 | +6.8% | 4,006 | +5.8% | 0.08% | +11.8% |
| MO | Sell | ALTRIA GROUP INC | $279,217 | -7.7% | 6,640 | -0.5% | 0.08% | -3.4% |
| BAC | Buy | BANK AMERICA CORP | $264,546 | +10.6% | 9,662 | +15.9% | 0.08% | +15.7% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $257,769 | -3.1% | 3,766 | +0.2% | 0.08% | +2.6% |
| FISV | Buy | FISERV INC | $258,452 | -9.7% | 2,288 | +0.8% | 0.08% | -4.8% |
| CB | Buy | CHUBB LIMITED | $258,976 | +12.4% | 1,244 | +3.9% | 0.08% | +17.9% |
| IBB | Sell | ISHARES TRishares biotech | $260,007 | -3.8% | 2,126 | -0.1% | 0.08% | 0.0% |
| F | Buy | FORD MTR CO DEL | $256,125 | -16.5% | 20,622 | +1.8% | 0.08% | -12.4% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $251,297 | -6.1% | 3,621 | -1.3% | 0.08% | -1.3% |
| ZTS | Buy | ZOETIS INCcl a | $251,401 | +1.8% | 1,445 | +0.8% | 0.08% | +6.9% |
| CSX | Buy | CSX CORP | $250,367 | -7.6% | 8,142 | +2.5% | 0.08% | -3.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $249,123 | -4.7% | 1,562 | -1.1% | 0.08% | 0.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $246,065 | +17.3% | 299 | +2.4% | 0.08% | +23.0% |
| AMAT | Buy | APPLIED MATLS INC | $239,519 | -1.5% | 1,730 | +2.9% | 0.07% | +2.8% |
| TGT | Sell | TARGET CORP | $230,987 | -19.0% | 2,089 | -3.4% | 0.07% | -14.5% |
| PCAR | Sell | PACCAR INC | $226,953 | +1.0% | 2,669 | -0.6% | 0.07% | +6.2% |
| ET | ENERGY TRANSFER L P | $218,026 | +10.5% | 15,540 | 0.0% | 0.07% | +17.5% | |
| HUM | New | HUMANA INC | $219,421 | – | 451 | +100.0% | 0.07% | – |
| PAYX | Buy | PAYCHEX INC | $219,819 | +4.1% | 1,906 | +1.0% | 0.07% | +8.1% |
| New | CONSTELLATION ENERGY CORP | $214,888 | – | 1,970 | +100.0% | 0.07% | – | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $211,525 | -16.8% | 6,527 | -4.5% | 0.06% | -12.2% |
| BA | Buy | BOEING CO | $211,231 | -7.3% | 1,102 | +2.1% | 0.06% | -1.5% |
| PLD | Buy | PROLOGIS INC. | $211,915 | -7.6% | 1,889 | +1.0% | 0.06% | -3.0% |
| NI | Buy | NISOURCE INC | $209,459 | -9.6% | 8,487 | +0.2% | 0.06% | -4.5% |
| New | ENACT HLDGS INC | $211,114 | – | 7,753 | +100.0% | 0.06% | – | |
| SCHW | New | SCHWAB CHARLES CORP | $209,389 | – | 3,814 | +100.0% | 0.06% | – |
| VHT | VANGUARD WORLD FDShealth car etf | $205,574 | -3.9% | 874 | 0.0% | 0.06% | +1.6% | |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $202,448 | -10.7% | 1,874 | -4.6% | 0.06% | -6.1% |
| DUK | New | DUKE ENERGY CORP NEW | $202,645 | – | 2,296 | +100.0% | 0.06% | – |
| SXC | New | SUNCOKE ENERGY INC | $144,901 | – | 14,276 | +100.0% | 0.04% | – |
| GNL | GLOBAL NET LEASE INC | $118,914 | -6.5% | 12,374 | 0.0% | 0.04% | -2.7% | |
| HPP | Buy | HUDSON PAC PPTYS INC | $117,685 | +58.5% | 17,697 | +0.6% | 0.04% | +63.6% |
| PACW | PACWEST BANCORP DEL | $84,234 | -2.9% | 10,649 | 0.0% | 0.03% | +4.0% | |
| INN | New | SUMMIT HOTEL PPTYS INC | $75,313 | – | 12,985 | +100.0% | 0.02% | – |
| XELB | XCEL BRANDS INC | $16,350 | -37.7% | 15,000 | 0.0% | 0.01% | -37.5% | |
| CLXPF | CYBIN INC | $12,222 | +40.6% | 23,000 | 0.0% | 0.00% | +33.3% | |
| Exit | COMERA LIFE SCIENCES HLDGS I*w exp 03/15/202 | $0 | – | -10,000 | -100.0% | 0.00% | – | |
| OPI | Exit | OFFICE PPTYS INCOME TR | $0 | – | -11,458 | -100.0% | -0.03% | – |
| VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -1,000 | -100.0% | -0.06% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -4,422 | -100.0% | -0.06% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -3,708 | -100.0% | -0.06% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -2,838 | -100.0% | -0.06% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -2,422 | -100.0% | -0.06% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -2,616 | -100.0% | -0.06% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -671 | -100.0% | -0.07% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -2,555 | -100.0% | -0.07% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -2,167 | -100.0% | -0.07% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -4,777 | -100.0% | -0.07% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,400 | -100.0% | -0.07% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,300 | -100.0% | -0.07% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -3,362 | -100.0% | -0.07% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -10,553 | -100.0% | -0.08% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -3,397 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 16 | Q3 2023 | 11.1% |
| ISHARES TR | 16 | Q3 2023 | 8.1% |
| APPLE INC COM | 16 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 5.2% |
| SPIRE INC COM | 16 | Q3 2023 | 6.2% |
| ISHARES TR | 16 | Q3 2023 | 4.7% |
| SPDR S&P DIVIDEND ETF | 16 | Q3 2023 | 5.2% |
| ISHARES TR | 16 | Q3 2023 | 4.6% |
| VANGUARD VALUE INDEX FUND | 16 | Q3 2023 | 3.7% |
| ACCENTURE PLC IRELAND SHS CLASS A | 16 | Q3 2023 | 5.2% |
View Regent Peak Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-08 |
View Regent Peak Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.