$180 Million is the total value of Regent Peak Wealth Advisors LLC's 110 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | New | ISHARES COMEX GOLD TRUSTishares | $3,885,000 | – | 257,803 | +100.0% | 2.16% | – |
| BEN | New | FRANKLIN RESOURCES INC COM | $711,000 | – | 42,615 | +100.0% | 0.40% | – |
| GILD | New | GILEAD SCIENCES INC COM | $355,000 | – | 4,749 | +100.0% | 0.20% | – |
| KR | New | KROGER CO COM | $305,000 | – | 10,152 | +100.0% | 0.17% | – |
| D | New | DOMINION ENERGY INC COM | $201,000 | – | 2,789 | +100.0% | 0.11% | – |
| F | New | FORD MTR CO DEL COM | $88,000 | – | 18,344 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 19 | Q2 2024 | 11.2% |
| ISHARES TR | 19 | Q2 2024 | 8.1% |
| APPLE INC COM | 19 | Q2 2024 | 6.2% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 5.2% |
| SPIRE INC COM | 19 | Q2 2024 | 6.2% |
| ISHARES TR | 19 | Q2 2024 | 4.7% |
| ISHARES TR | 19 | Q2 2024 | 4.6% |
| SPDR S&P DIVIDEND ETF | 19 | Q2 2024 | 5.2% |
| ACCENTURE PLC IRELAND SHS CLASS A | 19 | Q2 2024 | 5.2% |
| VANGUARD VALUE INDEX FUND | 19 | Q2 2024 | 3.7% |
View Regent Peak Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-01 |
| 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 |
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.