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 229.31 111,467 0.00% 0.00 25.6 M
Abbvie Inc Regent Peak Wealth Advisors Llc 208.36 5,716 0.00% 0.00 1.2 M
Abbott Laboratories Regent Peak Wealth Advisors Llc 131.59 4,866 0.00% 0.00 640.3 K
Arch Capital Group Ltd Regent Peak Wealth Advisors Llc 90.90 3,011 0.00% 0.00 273.7 K
Accenture plc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 255.42 47,743 0.01% 0.00 12.2 M
Enact Holdings Inc Regent Peak Wealth Advisors Llc 38.13 27,342 0.02% 0.00 1.0 M
Adobe Inc Regent Peak Wealth Advisors Llc 354.91 1,292 0.00% 0.00 458.5 K
Analog Devices Inc. Regent Peak Wealth Advisors Llc 255.63 1,042 0.00% 0.00 266.4 K
Automatic Data Processing Inc. Regent Peak Wealth Advisors Llc 303.42 3,272 0.00% 0.00 992.8 K
Arthur J. Gallagher & Co. Regent Peak Wealth Advisors Llc 300.20 743 0.00% 0.00 223.0 K
Applied Materials Inc. Regent Peak Wealth Advisors Llc 164.51 1,630 0.00% 0.00 268.2 K
Advanced Micro Devices Inc. Regent Peak Wealth Advisors Llc 166.62 5,707 0.00% 0.00 950.9 K
AMGEN Inc. Regent Peak Wealth Advisors Llc 289.58 2,201 0.00% 0.00 637.4 K
American Tower Corp. Regent Peak Wealth Advisors Llc 207.45 958 0.00% 0.00 198.7 K
Amazon.com Inc. Regent Peak Wealth Advisors Llc 228.71 44,625 0.00% 0.00 10.2 M
Air Products & Chemicals Inc. Regent Peak Wealth Advisors Llc 293.97 1,521 0.00% 0.00 447.1 K
Apollo Global Management Inc - Ordinary Shares - Class A (New) Regent Peak Wealth Advisors Llc 134.40 4,499 0.00% 0.00 604.7 K
ATAI Life Sciences N.V. Regent Peak Wealth Advisors Llc 4.83 20,000 0.01% 0.00 96.6 K
Broadcom Inc Regent Peak Wealth Advisors Llc 298.01 12,942 0.00% 0.00 3.9 M
American Express Co. Regent Peak Wealth Advisors Llc 320.60 1,198 0.00% 0.00 384.1 K
Autozone Inc. Regent Peak Wealth Advisors Llc 4180.17 149 0.00% 0.00 622.8 K
Boeing Co. Regent Peak Wealth Advisors Llc 234.83 1,194 0.00% 0.00 280.4 K
Bank Of America Corp. Regent Peak Wealth Advisors Llc 50.25 11,975 0.00% 0.00 601.7 K
Booking Holdings Inc Regent Peak Wealth Advisors Llc 5705.68 57 0.00% 0.00 325.2 K
Blackrock Inc. Regent Peak Wealth Advisors Llc 1139.80 486 0.00% 0.00 553.9 K
Berkshire Hathaway Inc. - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 737180.00 2 0.00% 0.00 1.5 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Regent Peak Wealth Advisors Llc 492.21 10,225 0.00% 0.00 5.0 M
Blackstone Inc Regent Peak Wealth Advisors Llc 171.43 1,796 0.00% 0.00 307.9 K
Caterpillar Inc. Regent Peak Wealth Advisors Llc 431.26 1,549 0.00% 0.00 668.0 K
Cava Group Inc Regent Peak Wealth Advisors Llc 67.02 3,166 0.00% 0.00 212.2 K
Chubb Limited Regent Peak Wealth Advisors Llc 272.00 868 0.00% 0.00 236.1 K
Cadence Design Systems, Inc. Regent Peak Wealth Advisors Llc 344.03 1,613 0.00% 0.00 554.9 K
Constellation Energy Corporation Regent Peak Wealth Advisors Llc 316.58 2,036 0.00% 0.00 644.6 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 33.68 7,372 0.00% 0.00 248.3 K
CME Group Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 271.61 1,401 0.00% 0.00 380.5 K
Conoco Phillips Regent Peak Wealth Advisors Llc 97.05 1,908 0.00% 0.00 185.2 K
Costco Wholesale Corp Regent Peak Wealth Advisors Llc 941.34 1,855 0.00% 0.00 1.7 M
Salesforce Inc Regent Peak Wealth Advisors Llc 243.74 2,390 0.00% 0.00 582.5 K
Crowdstrike Holdings Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 417.60 627 0.00% 0.00 261.8 K
Cisco Systems, Inc. Regent Peak Wealth Advisors Llc 68.39 7,784 0.00% 0.00 532.3 K
CSX Corp. Regent Peak Wealth Advisors Llc 32.41 7,858 0.00% 0.00 254.7 K
Chevron Corp. Regent Peak Wealth Advisors Llc 157.36 4,059 0.00% 0.00 638.7 K
Delta Air Lines, Inc. Regent Peak Wealth Advisors Llc 61.15 87,300 0.01% 0.00 5.3 M
Deere & Co. Regent Peak Wealth Advisors Llc 487.76 752 0.00% 0.00 366.8 K
Danaher Corp. Regent Peak Wealth Advisors Llc 206.25 1,860 0.00% 0.00 383.6 K
Walt Disney Co (The) Regent Peak Wealth Advisors Llc 117.65 2,852 0.00% 0.00 335.5 K
Elevance Health Inc Regent Peak Wealth Advisors Llc 310.03 769 0.00% 0.00 238.4 K
Energy Transfer LP - Unit Regent Peak Wealth Advisors Llc 17.59 15,540 0.00% 0.00 273.3 K
Eaton Corporation plc Regent Peak Wealth Advisors Llc 352.02 1,576 0.00% 0.00 554.8 K
Ford Motor Co. Regent Peak Wealth Advisors Llc 11.84 17,567 0.00% 0.00 208.0 K
Fedex Corp Regent Peak Wealth Advisors Llc 231.10 1,011 0.00% 0.00 233.6 K
Fiserv, Inc. Regent Peak Wealth Advisors Llc 137.88 2,329 0.00% 0.00 321.1 K
General Dynamics Corp. Regent Peak Wealth Advisors Llc 322.18 2,968 0.00% 0.00 956.2 K
General Electric Co. Regent Peak Wealth Advisors Llc 273.94 3,816 0.00% 0.00 1.0 M
GE Vernova Inc. Regent Peak Wealth Advisors Llc 625.91 944 0.00% 0.00 590.9 K
Alphabet Inc - Ordinary Shares - Class C Regent Peak Wealth Advisors Llc 207.95 17,536 0.00% 0.00 3.6 M
Alphabet Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 207.14 23,591 0.00% 0.00 4.9 M
Garmin Ltd Regent Peak Wealth Advisors Llc 232.60 925 0.00% 0.00 215.2 K
Goldman Sachs Group, Inc. Regent Peak Wealth Advisors Llc 748.95 697 0.00% 0.00 522.0 K
Home Depot, Inc. Regent Peak Wealth Advisors Llc 407.54 6,955 0.00% 0.00 2.8 M
Honeywell International Inc Regent Peak Wealth Advisors Llc 222.56 3,975 0.00% 0.00 884.7 K
International Business Machines Corp. Regent Peak Wealth Advisors Llc 242.63 2,293 0.00% 0.00 556.4 K
Intercontinental Exchange Inc Regent Peak Wealth Advisors Llc 178.74 1,373 0.00% 0.00 245.4 K
Infosys Ltd - ADR Regent Peak Wealth Advisors Llc 17.22 15,088 0.00% 0.00 259.8 K
Intuit Inc Regent Peak Wealth Advisors Llc 659.54 1,077 0.00% 0.00 710.3 K
Intuitive Surgical Inc Regent Peak Wealth Advisors Llc 474.26 695 0.00% 0.00 329.6 K
Illinois Tool Works, Inc. Regent Peak Wealth Advisors Llc 266.24 2,778 0.00% 0.00 739.6 K
Johnson & Johnson Regent Peak Wealth Advisors Llc 176.49 5,883 0.00% 0.00 1.0 M
JPMorgan Chase & Co. Regent Peak Wealth Advisors Llc 298.57 6,543 0.00% 0.00 2.0 M
Kemper Corporation Regent Peak Wealth Advisors Llc 53.18 3,292 0.01% 0.00 175.1 K
Coca-Cola Co Regent Peak Wealth Advisors Llc 68.73 133,977 0.00% 0.00 9.2 M
Loews Corp. Regent Peak Wealth Advisors Llc 95.90 2,700 0.00% 0.00 258.9 K
Linde Plc. Regent Peak Wealth Advisors Llc 481.92 1,827 0.00% 0.00 880.5 K
Lilly(Eli) & Co Regent Peak Wealth Advisors Llc 736.03 2,666 0.00% 0.00 2.0 M
Lockheed Martin Corp. Regent Peak Wealth Advisors Llc 455.46 1,581 0.00% 0.00 720.1 K
Cheniere Energy Inc. Regent Peak Wealth Advisors Llc 241.58 917 0.00% 0.00 221.5 K
Lowe`s Cos., Inc. Regent Peak Wealth Advisors Llc 258.33 1,883 0.00% 0.00 486.4 K
Lam Research Corp. Regent Peak Wealth Advisors Llc 103.63 3,071 0.00% 0.00 318.2 K
Mastercard Incorporated - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 591.61 1,755 0.00% 0.00 1.0 M
McDonald`s Corp Regent Peak Wealth Advisors Llc 312.94 4,585 0.00% 0.00 1.4 M
Mckesson Corporation Regent Peak Wealth Advisors Llc 680.52 427 0.00% 0.00 290.6 K
Moody`s Corp. Regent Peak Wealth Advisors Llc 511.39 541 0.00% 0.00 276.7 K
Mondelez International Inc. - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 62.05 3,474 0.00% 0.00 215.6 K
Mesa Air Group Inc. Regent Peak Wealth Advisors Llc 1.20 29,787 0.07% 0.00 35.7 K
Meta Platforms Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 754.10 4,825 0.00% 0.00 3.6 M
Marsh & McLennan Cos., Inc. Regent Peak Wealth Advisors Llc 206.42 1,006 0.00% 0.00 207.7 K
Monster Beverage Corp. Regent Peak Wealth Advisors Llc 62.12 4,464 0.00% 0.00 277.3 K
Altria Group Inc. Regent Peak Wealth Advisors Llc 66.45 3,455 0.00% 0.00 229.6 K
Merck & Co Inc Regent Peak Wealth Advisors Llc 84.99 7,689 0.00% 0.00 653.5 K
Microsoft Corporation Regent Peak Wealth Advisors Llc 502.04 27,129 0.00% 0.00 13.6 M
M & T Bank Corp Regent Peak Wealth Advisors Llc 200.15 1,237 0.00% 0.00 247.6 K
Micron Technology Inc. Regent Peak Wealth Advisors Llc 116.50 2,365 0.00% 0.00 275.5 K
NextEra Energy Inc Regent Peak Wealth Advisors Llc 74.84 7,041 0.00% 0.00 526.9 K
Netflix Inc. Regent Peak Wealth Advisors Llc 1226.09 1,237 0.00% 0.00 1.5 M
NiSource Inc Regent Peak Wealth Advisors Llc 42.38 8,498 0.00% 0.00 360.1 K
Northrop Grumman Corp. Regent Peak Wealth Advisors Llc 593.02 469 0.00% 0.00 278.1 K
ServiceNow Inc Regent Peak Wealth Advisors Llc 864.66 388 0.00% 0.00 335.5 K
Norfolk Southern Corp. Regent Peak Wealth Advisors Llc 276.67 860 0.00% 0.00 237.9 K
NVIDIA Corp Regent Peak Wealth Advisors Llc 181.77 81,659 0.00% 0.00 14.8 M
Oneok Inc. Regent Peak Wealth Advisors Llc 74.42 2,050 0.00% 0.00 152.6 K
Oracle Corp. Regent Peak Wealth Advisors Llc 234.21 8,617 0.00% 0.00 2.0 M
Paycom Software Inc Regent Peak Wealth Advisors Llc 225.97 1,078 0.00% 0.00 243.6 K
Paychex Inc. Regent Peak Wealth Advisors Llc 138.04 1,965 0.00% 0.00 271.2 K
Paccar Inc. Regent Peak Wealth Advisors Llc 100.25 2,703 0.00% 0.00 271.0 K
PepsiCo Inc Regent Peak Wealth Advisors Llc 147.00 3,817 0.00% 0.00 561.1 K
Procter & Gamble Co. Regent Peak Wealth Advisors Llc 155.97 10,747 0.00% 0.00 1.7 M
Progressive Corp. Regent Peak Wealth Advisors Llc 246.03 18,568 0.00% 0.00 4.6 M
Palantir Technologies Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 160.87 4,215 0.00% 0.00 678.1 K
Philip Morris International Inc Regent Peak Wealth Advisors Llc 166.68 2,357 0.00% 0.00 392.9 K
PNC Financial Services Group Inc Regent Peak Wealth Advisors Llc 203.46 1,723 0.00% 0.00 350.6 K
Permian Resources Corp - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 13.87 12,858 0.00% 0.00 178.3 K
Prudential Financial Inc. Regent Peak Wealth Advisors Llc 109.38 1,888 0.00% 0.00 206.5 K
Qualcomm, Inc. Regent Peak Wealth Advisors Llc 159.17 2,161 0.00% 0.00 344.0 K
Raytheon Technologies Corporation Regent Peak Wealth Advisors Llc 159.57 2,887 0.00% 0.00 460.7 K
Starbucks Corp. Regent Peak Wealth Advisors Llc 86.63 5,538 0.00% 0.00 479.8 K
Sherwin-Williams Co. Regent Peak Wealth Advisors Llc 366.46 635 0.00% 0.00 232.7 K
Southern Company Regent Peak Wealth Advisors Llc 93.09 18,085 0.00% 0.00 1.7 M
Simon Property Group, Inc. Regent Peak Wealth Advisors Llc 176.83 1,787 0.00% 0.00 316.0 K
S&P Global Inc Regent Peak Wealth Advisors Llc 552.32 1,027 0.00% 0.00 567.2 K
Spire Inc. Regent Peak Wealth Advisors Llc 76.56 90,243 0.15% 0.00 6.9 M
Stryker Corp. Regent Peak Wealth Advisors Llc 394.33 551 0.00% 0.00 217.3 K
AT&T, Inc. Regent Peak Wealth Advisors Llc 28.56 12,485 0.00% 0.00 356.6 K
TJX Companies, Inc. Regent Peak Wealth Advisors Llc 136.68 1,696 0.00% 0.00 231.8 K
Thermo Fisher Scientific Inc. Regent Peak Wealth Advisors Llc 488.48 1,337 0.00% 0.00 653.1 K
T-Mobile US Inc Regent Peak Wealth Advisors Llc 251.20 1,275 0.00% 0.00 320.3 K
Tesla Inc Regent Peak Wealth Advisors Llc 351.67 36,309 0.00% 0.00 12.8 M
Taiwan Semiconductor Manufacturing - ADR Regent Peak Wealth Advisors Llc 238.72 3,115 0.00% 0.00 743.6 K
Texas Instruments Inc. Regent Peak Wealth Advisors Llc 205.98 2,764 0.00% 0.00 569.3 K
United Bankshares, Inc. Regent Peak Wealth Advisors Llc 38.50 50,682 0.04% 0.00 2.0 M
Unitedhealth Group Inc Regent Peak Wealth Advisors Llc 300.43 2,028 0.00% 0.00 609.3 K
Union Pacific Corp. Regent Peak Wealth Advisors Llc 222.74 2,879 0.00% 0.00 641.3 K
United Rentals, Inc. Regent Peak Wealth Advisors Llc 943.70 331 0.00% 0.00 312.4 K
Visa Inc - Ordinary Shares - Class A Regent Peak Wealth Advisors Llc 351.18 4,928 0.00% 0.00 1.7 M
Vertex Pharmaceuticals, Inc. Regent Peak Wealth Advisors Llc 387.18 573 0.00% 0.00 221.9 K
Verizon Communications Inc Regent Peak Wealth Advisors Llc 43.96 7,999 0.00% 0.00 351.6 K
Walgreens Boots Alliance Inc Regent Peak Wealth Advisors Llc 11.92 16,654 0.00% 0.00 198.5 K
Welltower Inc. Regent Peak Wealth Advisors Llc 165.84 1,570 0.00% 0.00 260.4 K
Wells Fargo & Co. Regent Peak Wealth Advisors Llc 81.51 5,502 0.00% 0.00 448.5 K
Waste Management, Inc. Regent Peak Wealth Advisors Llc 225.25 1,158 0.00% 0.00 260.8 K
Walmart Inc Regent Peak Wealth Advisors Llc 96.05 17,266 0.00% 0.00 1.7 M
Exxon Mobil Corp. Regent Peak Wealth Advisors Llc 111.49 6,093 0.00% 0.00 679.3 K
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