Regent Peak Wealth Advisors LLC's portfolio and holdings - Jul 2025

As per corporate shareholdings filed for Jun-2025, people matching Regent Peak Wealth Advisors LLC publicly holds 143 stocks with a net worth of over US$ 209.2 M.

These are shares held by Regent Peak Wealth Advisors LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Pacwest Bancorp Regent Peak Wealth Advisors Llc 0.00 10,649 0.01% 0.00 -
Apple Inc Regent Peak Wealth Advisors Llc 227.76 111,467 0.00% 0.00 25.4 M
Abbvie Inc Regent Peak Wealth Advisors Llc 210.60 5,716 0.00% 0.00 1.2 M
Abbott Laboratories Regent Peak Wealth Advisors Llc 132.59 4,866 0.00% 0.00 645.2 K
Arch Capital Group Ltd Regent Peak Wealth Advisors Llc 93.41 3,011 0.00% 0.00 281.3 K
Accenture plc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 259.22 47,743 0.01% 0.00 12.4 M
Enact Holdings Inc Regent Peak Wealth Advisors Llc 38.74 27,342 0.02% 0.00 1.1 M
Adobe Inc Regent Peak Wealth Advisors Llc 362.09 1,292 0.00% 0.00 467.8 K
Analog Devices Inc. Regent Peak Wealth Advisors Llc 252.20 1,042 0.00% 0.00 262.8 K
Automatic Data Processing Inc. Regent Peak Wealth Advisors Llc 307.95 3,272 0.00% 0.00 1.0 M
Arthur J. Gallagher & Co. Regent Peak Wealth Advisors Llc 303.17 743 0.00% 0.00 225.3 K
Applied Materials Inc. Regent Peak Wealth Advisors Llc 162.49 1,630 0.00% 0.00 264.9 K
Advanced Micro Devices Inc. Regent Peak Wealth Advisors Llc 167.76 5,707 0.00% 0.00 957.4 K
AMGEN Inc. Regent Peak Wealth Advisors Llc 293.72 2,201 0.00% 0.00 646.5 K
American Tower Corp. Regent Peak Wealth Advisors Llc 211.88 958 0.00% 0.00 203.0 K
Amazon.com Inc. Regent Peak Wealth Advisors Llc 228.84 44,625 0.00% 0.00 10.2 M
Air Products & Chemicals Inc. Regent Peak Wealth Advisors Llc 299.30 1,521 0.00% 0.00 455.2 K
Apollo Global Management Inc - Ordinary Shares - Class A (New) Regent Peak Wealth Advisors Llc 134.20 4,499 0.00% 0.00 603.8 K
ATAI Life Sciences N.V. Regent Peak Wealth Advisors Llc 4.57 20,000 0.01% 0.00 91.4 K
Broadcom Inc Regent Peak Wealth Advisors Llc 294.00 12,942 0.00% 0.00 3.8 M
American Express Co. Regent Peak Wealth Advisors Llc 319.16 1,198 0.00% 0.00 382.4 K
Autozone Inc. Regent Peak Wealth Advisors Llc 4110.61 149 0.00% 0.00 612.5 K
Boeing Co. Regent Peak Wealth Advisors Llc 230.12 1,194 0.00% 0.00 274.8 K
Bank Of America Corp. Regent Peak Wealth Advisors Llc 49.48 11,975 0.00% 0.00 592.5 K
Booking Holdings Inc Regent Peak Wealth Advisors Llc 5720.87 57 0.00% 0.00 326.1 K
Blackrock Inc. Regent Peak Wealth Advisors Llc 1148.17 486 0.00% 0.00 558.0 K
Berkshire Hathaway Inc. - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 734405.00 2 0.00% 0.00 1.5 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Regent Peak Wealth Advisors Llc 489.00 10,225 0.00% 0.00 5.0 M
Blackstone Inc Regent Peak Wealth Advisors Llc 170.50 1,796 0.00% 0.00 306.2 K
Caterpillar Inc. Regent Peak Wealth Advisors Llc 435.67 1,549 0.00% 0.00 674.9 K
Cava Group Inc Regent Peak Wealth Advisors Llc 68.53 3,166 0.00% 0.00 217.0 K
Chubb Limited Regent Peak Wealth Advisors Llc 277.69 868 0.00% 0.00 241.0 K
Cadence Design Systems, Inc. Regent Peak Wealth Advisors Llc 349.63 1,613 0.00% 0.00 564.0 K
Constellation Energy Corporation Regent Peak Wealth Advisors Llc 310.16 2,036 0.00% 0.00 631.5 K
Capitol Federal Financial Regent Peak Wealth Advisors Llc 6.42 24,392 0.02% 0.00 156.6 K
Comcast Corp - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 34.15 7,372 0.00% 0.00 251.8 K
CME Group Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 269.52 1,401 0.00% 0.00 377.6 K
Conoco Phillips Regent Peak Wealth Advisors Llc 96.78 1,908 0.00% 0.00 184.7 K
Costco Wholesale Corp Regent Peak Wealth Advisors Llc 958.54 1,855 0.00% 0.00 1.8 M
Salesforce Inc Regent Peak Wealth Advisors Llc 248.29 2,390 0.00% 0.00 593.4 K
Crowdstrike Holdings Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 420.55 627 0.00% 0.00 263.7 K
Cisco Systems, Inc. Regent Peak Wealth Advisors Llc 67.32 7,784 0.00% 0.00 524.0 K
CSX Corp. Regent Peak Wealth Advisors Llc 34.58 7,858 0.00% 0.00 271.7 K
Chevron Corp. Regent Peak Wealth Advisors Llc 158.18 4,059 0.00% 0.00 642.1 K
Delta Air Lines, Inc. Regent Peak Wealth Advisors Llc 61.69 87,300 0.01% 0.00 5.4 M
Deere & Co. Regent Peak Wealth Advisors Llc 495.99 752 0.00% 0.00 373.0 K
Danaher Corp. Regent Peak Wealth Advisors Llc 211.80 1,860 0.00% 0.00 393.9 K
Walt Disney Co (The) Regent Peak Wealth Advisors Llc 118.86 2,852 0.00% 0.00 339.0 K
Elevance Health Inc Regent Peak Wealth Advisors Llc 316.55 769 0.00% 0.00 243.4 K
Energy Transfer LP - Unit Regent Peak Wealth Advisors Llc 17.51 15,540 0.00% 0.00 272.1 K
Eaton Corporation plc Regent Peak Wealth Advisors Llc 347.61 1,576 0.00% 0.00 547.8 K
Ford Motor Co. Regent Peak Wealth Advisors Llc 11.74 17,567 0.00% 0.00 206.2 K
Fedex Corp Regent Peak Wealth Advisors Llc 236.80 1,011 0.00% 0.00 239.4 K
Fiserv, Inc. Regent Peak Wealth Advisors Llc 139.68 2,329 0.00% 0.00 325.3 K
General Dynamics Corp. Regent Peak Wealth Advisors Llc 319.61 2,968 0.00% 0.00 948.6 K
General Electric Co. Regent Peak Wealth Advisors Llc 266.53 3,816 0.00% 0.00 1.0 M
GE Vernova Inc. Regent Peak Wealth Advisors Llc 607.07 944 0.00% 0.00 573.1 K
Alphabet Inc - Ordinary Shares - Class C Regent Peak Wealth Advisors Llc 206.72 17,536 0.00% 0.00 3.6 M
Alphabet Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 206.09 23,591 0.00% 0.00 4.9 M
Garmin Ltd Regent Peak Wealth Advisors Llc 235.92 925 0.00% 0.00 218.2 K
Goldman Sachs Group, Inc. Regent Peak Wealth Advisors Llc 741.89 697 0.00% 0.00 517.1 K
Home Depot, Inc. Regent Peak Wealth Advisors Llc 412.79 6,955 0.00% 0.00 2.9 M
Honeywell International Inc Regent Peak Wealth Advisors Llc 222.83 3,975 0.00% 0.00 885.7 K
International Business Machines Corp. Regent Peak Wealth Advisors Llc 242.09 2,293 0.00% 0.00 555.1 K
Intercontinental Exchange Inc Regent Peak Wealth Advisors Llc 180.67 1,373 0.00% 0.00 248.1 K
Infosys Ltd - ADR Regent Peak Wealth Advisors Llc 17.34 15,088 0.00% 0.00 261.6 K
Intuit Inc Regent Peak Wealth Advisors Llc 662.66 1,077 0.00% 0.00 713.7 K
Intuitive Surgical Inc Regent Peak Wealth Advisors Llc 476.16 695 0.00% 0.00 330.9 K
Illinois Tool Works, Inc. Regent Peak Wealth Advisors Llc 269.41 2,778 0.00% 0.00 748.4 K
Johnson & Johnson Regent Peak Wealth Advisors Llc 179.29 5,883 0.00% 0.00 1.1 M
JPMorgan Chase & Co. Regent Peak Wealth Advisors Llc 296.24 6,543 0.00% 0.00 1.9 M
Kemper Corporation Regent Peak Wealth Advisors Llc 53.62 3,292 0.01% 0.00 176.5 K
Coca-Cola Co Regent Peak Wealth Advisors Llc 70.13 133,977 0.00% 0.00 9.4 M
Loews Corp. Regent Peak Wealth Advisors Llc 96.30 2,700 0.00% 0.00 260.0 K
Linde Plc. Regent Peak Wealth Advisors Llc 481.67 1,827 0.00% 0.00 880.0 K
Lilly(Eli) & Co Regent Peak Wealth Advisors Llc 711.68 2,666 0.00% 0.00 1.9 M
Lockheed Martin Corp. Regent Peak Wealth Advisors Llc 446.20 1,581 0.00% 0.00 705.4 K
Cheniere Energy Inc. Regent Peak Wealth Advisors Llc 237.56 917 0.00% 0.00 217.8 K
Lowe`s Cos., Inc. Regent Peak Wealth Advisors Llc 263.73 1,883 0.00% 0.00 496.6 K
Lam Research Corp. Regent Peak Wealth Advisors Llc 100.08 3,071 0.00% 0.00 307.3 K
Mastercard Incorporated - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 598.96 1,755 0.00% 0.00 1.1 M
McDonald`s Corp Regent Peak Wealth Advisors Llc 314.07 4,585 0.00% 0.00 1.4 M
Mckesson Corporation Regent Peak Wealth Advisors Llc 689.45 427 0.00% 0.00 294.4 K
Moody`s Corp. Regent Peak Wealth Advisors Llc 516.01 541 0.00% 0.00 279.2 K
Mondelez International Inc. - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 63.41 3,474 0.00% 0.00 220.3 K
Mesa Air Group Inc. Regent Peak Wealth Advisors Llc 1.18 29,787 0.07% 0.00 35.1 K
Meta Platforms Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 754.79 4,825 0.00% 0.00 3.6 M
Marsh & McLennan Cos., Inc. Regent Peak Wealth Advisors Llc 210.55 1,006 0.00% 0.00 211.8 K
Monster Beverage Corp. Regent Peak Wealth Advisors Llc 62.84 4,464 0.00% 0.00 280.5 K
Altria Group Inc. Regent Peak Wealth Advisors Llc 67.67 3,455 0.00% 0.00 233.8 K
Merck & Co Inc Regent Peak Wealth Advisors Llc 87.37 7,689 0.00% 0.00 671.8 K
Microsoft Corporation Regent Peak Wealth Advisors Llc 507.23 27,129 0.00% 0.00 13.8 M
M & T Bank Corp Regent Peak Wealth Advisors Llc 199.74 1,237 0.00% 0.00 247.1 K
Micron Technology Inc. Regent Peak Wealth Advisors Llc 117.68 2,365 0.00% 0.00 278.3 K
NextEra Energy Inc Regent Peak Wealth Advisors Llc 76.32 7,041 0.00% 0.00 537.4 K
Netflix Inc. Regent Peak Wealth Advisors Llc 1204.65 1,237 0.00% 0.00 1.5 M
NiSource Inc Regent Peak Wealth Advisors Llc 42.94 8,498 0.00% 0.00 364.9 K
Northrop Grumman Corp. Regent Peak Wealth Advisors Llc 592.44 469 0.00% 0.00 277.9 K
ServiceNow Inc Regent Peak Wealth Advisors Llc 886.75 388 0.00% 0.00 344.1 K
Norfolk Southern Corp. Regent Peak Wealth Advisors Llc 284.60 860 0.00% 0.00 244.8 K
NVIDIA Corp Regent Peak Wealth Advisors Llc 177.99 81,659 0.00% 0.00 14.5 M
Oneok Inc. Regent Peak Wealth Advisors Llc 74.84 2,050 0.00% 0.00 153.4 K
Oracle Corp. Regent Peak Wealth Advisors Llc 236.37 8,617 0.00% 0.00 2.0 M
Paycom Software Inc Regent Peak Wealth Advisors Llc 233.89 1,078 0.00% 0.00 252.1 K
Paychex Inc. Regent Peak Wealth Advisors Llc 140.81 1,965 0.00% 0.00 276.7 K
Paccar Inc. Regent Peak Wealth Advisors Llc 101.50 2,703 0.00% 0.00 274.4 K
PepsiCo Inc Regent Peak Wealth Advisors Llc 149.64 3,817 0.00% 0.00 571.2 K
Procter & Gamble Co. Regent Peak Wealth Advisors Llc 158.67 10,747 0.00% 0.00 1.7 M
Progressive Corp. Regent Peak Wealth Advisors Llc 249.21 18,568 0.00% 0.00 4.6 M
Palantir Technologies Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 158.74 4,215 0.00% 0.00 669.1 K
Philip Morris International Inc Regent Peak Wealth Advisors Llc 171.75 2,357 0.00% 0.00 404.8 K
PNC Financial Services Group Inc Regent Peak Wealth Advisors Llc 201.69 1,723 0.00% 0.00 347.5 K
Permian Resources Corp - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 13.76 12,858 0.00% 0.00 176.9 K
Prudential Financial Inc. Regent Peak Wealth Advisors Llc 109.89 1,888 0.00% 0.00 207.5 K
Qualcomm, Inc. Regent Peak Wealth Advisors Llc 158.01 2,161 0.00% 0.00 341.5 K
Raytheon Technologies Corporation Regent Peak Wealth Advisors Llc 156.24 2,887 0.00% 0.00 451.1 K
Starbucks Corp. Regent Peak Wealth Advisors Llc 88.38 5,538 0.00% 0.00 489.4 K
Sherwin-Williams Co. Regent Peak Wealth Advisors Llc 372.93 635 0.00% 0.00 236.8 K
Southern Company Regent Peak Wealth Advisors Llc 94.48 18,085 0.00% 0.00 1.7 M
Simon Property Group, Inc. Regent Peak Wealth Advisors Llc 176.56 1,787 0.00% 0.00 315.5 K
S&P Global Inc Regent Peak Wealth Advisors Llc 556.66 1,027 0.00% 0.00 571.7 K
Spire Inc. Regent Peak Wealth Advisors Llc 77.86 90,243 0.15% 0.00 7.0 M
Stryker Corp. Regent Peak Wealth Advisors Llc 394.22 551 0.00% 0.00 217.2 K
AT&T, Inc. Regent Peak Wealth Advisors Llc 28.77 12,485 0.00% 0.00 359.2 K
TJX Companies, Inc. Regent Peak Wealth Advisors Llc 136.54 1,696 0.00% 0.00 231.6 K
Thermo Fisher Scientific Inc. Regent Peak Wealth Advisors Llc 499.99 1,337 0.00% 0.00 668.5 K
T-Mobile US Inc Regent Peak Wealth Advisors Llc 251.95 1,275 0.00% 0.00 321.2 K
Tesla Inc Regent Peak Wealth Advisors Llc 340.01 36,309 0.00% 0.00 12.3 M
Taiwan Semiconductor Manufacturing - ADR Regent Peak Wealth Advisors Llc 232.99 3,115 0.00% 0.00 725.8 K
Texas Instruments Inc. Regent Peak Wealth Advisors Llc 206.06 2,764 0.00% 0.00 569.6 K
United Bankshares, Inc. Regent Peak Wealth Advisors Llc 38.73 50,682 0.04% 0.00 2.0 M
Unitedhealth Group Inc Regent Peak Wealth Advisors Llc 307.42 2,028 0.00% 0.00 623.4 K
Union Pacific Corp. Regent Peak Wealth Advisors Llc 227.85 2,879 0.00% 0.00 656.0 K
United Rentals, Inc. Regent Peak Wealth Advisors Llc 929.95 331 0.00% 0.00 307.8 K
Visa Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 350.04 4,928 0.00% 0.00 1.7 M
Vertex Pharmaceuticals, Inc. Regent Peak Wealth Advisors Llc 395.12 573 0.00% 0.00 226.4 K
Verizon Communications Inc Regent Peak Wealth Advisors Llc 44.44 7,999 0.00% 0.00 355.5 K
Walgreens Boots Alliance Inc Regent Peak Wealth Advisors Llc 12.07 16,654 0.00% 0.00 201.0 K
Welltower Inc. Regent Peak Wealth Advisors Llc 164.43 1,570 0.00% 0.00 258.2 K
Wells Fargo & Co. Regent Peak Wealth Advisors Llc 79.10 5,502 0.00% 0.00 435.2 K
Waste Management, Inc. Regent Peak Wealth Advisors Llc 227.02 1,158 0.00% 0.00 262.9 K
Walmart Inc Regent Peak Wealth Advisors Llc 96.83 17,266 0.00% 0.00 1.7 M
Exxon Mobil Corp. Regent Peak Wealth Advisors Llc 111.28 6,093 0.00% 0.00 678.0 K
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