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  Name: Regent Peak Wealth Advisors LLC
  City: Atlanta
  State: GA
  Zip: 30305
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $393,514,000
  Total Value Change : $24,937,000
  Securities Held Change : 2
   
All Securities Held : 170
  New Positions : 11
  Closed Positions : 10
  Increased Positions : 66
  Unchanged Positions : 13
  Decreased Positions : 80

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MU)1 Year Chart         MU Micron Technology Inc 134 New $130.94 $251,000 2,131 0.06% 251,000 2,131 0    Semiconductor - Memor...
   (ACGL)1 Year Chart         ACGL Arch Capital Group Ltd 143 New $100.57 $231,000 2,502 0.06% 231,000 2,502 0.001    Property & Casualty I...
   (MCK)1 Year Chart         MCK McKesson Corp 149 New $531.10 $224,000 417 0.06% 224,000 417 0    Drugs Wholesale
   (DHI)1 Year Chart         DHI DR Horton Inc 151 New $140.22 $218,000 1,322 0.06% 218,000 1,322 0    Residential Construct...
   (PRU)1 Year Chart         PRU Prudential Financial Inc 153 New $117.84 $217,000 1,847 0.06% 217,000 1,847 0    Life & Health Insurance
   (SHW)1 Year Chart         SHW Sherwin Williams Co 154 New $291.95 $215,000 618 0.05% 215,000 618 0    General Building Mate...
   (URI)1 Year Chart         URI United Rentals Inc 157 New $643.40 $210,000 291 0.05% 210,000 291 0    Rental & Leasing Serv...
   (L)1 Year Chart         L Loews Corp 160 New $75.25 $208,000 2,653 0.05% 208,000 2,653 0.001    Property & Casualty I...
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 162 New $209.99 $202,000 980 0.05% 202,000 980 0    Insurance Brokers
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 165 New $146.35 $201,000 1,395 0.05% 201,000 1,395 0    REIT - Diversified
   (MPW)1 Year Chart         MPW Medical Properties Trust Inc 168 New $5.37 $100,000 21,348 0.03% 100,000 21,348 0.004    REIT - Healthcare Fac...

      11 Records Found
  1    
Page 1 of 1
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