RP

Regent Peak Wealth Advisors LLC

13F
Regent Peak Wealth Advisors LLC
Last update 2025-01-07 178 Stocks (16 new)
Value $445.00 Mil Turnover 10 %
Countries:
Portfolio Report
Regent Peak Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change

Regent Peak Wealth Advisors LLC Total Holding History ($B)

To

Regent Peak Wealth Advisors LLC's Asset Allocation

To

Regent Peak Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Regent Peak Wealth Advisors LLC's Hypothetical Growth since 2024-12-31

Regent Peak Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Regent Peak Wealth Advisors LLC's Holdings Heat Map

Size field:

Regent Peak Wealth Advisors LLC's Holdings Bubble Chart

Regent Peak Wealth Advisors LLC News

  • 1

Discussions on Regent Peak Wealth Advisors LLC

No discussions yet.