Portfolio (Quarterly)
Guide ↗
Regent Peak Wealth Advisors LLC
· CIK 0001803329| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BX | BLACKSTONE INC COM | Financial Services | 1,947 | $300K | 0.06% | SOLD |
| 2 | APP | APPLOVIN CORP COM CL A | Technology | 405 | $273K | 0.05% | SOLD |
| 3 | BSX | BOSTON SCIENTIFIC CORP COM | Healthcare | 2,260 | $215K | 0.04% | SOLD |
| 4 | — | COMERICA INC COM | — | 2,449 | $213K | 0.04% | SOLD |
| 5 | ZM | ZOOM COMMUNICATIONS INC CL A | Technology | 2,467 | $213K | 0.04% | SOLD |
| 6 | ADSK | AUTODESK INC COM | Technology | 719 | $213K | 0.04% | SOLD |
| 7 | PANW | PALO ALTO NETWORKS INC COM | Technology | 1,147 | $211K | 0.04% | SOLD |
| 8 | SKYY | FIRST TRUST CLOUD COMPUTING ETF | — | 1,623 | $211K | 0.04% | SOLD |
| 9 | PAYX | PAYCHEX INC COM | Industrials | 1,857 | $208K | 0.04% | SOLD |
| 10 | UYG | PROSHARES ULTRA FINANCIALS | — | 2,256 | $207K | 0.04% | SOLD |
| 11 | PRU | PRUDENTIAL FINL INC COM | Financial Services | 1,821 | $206K | 0.04% | SOLD |
| 12 | PAYC | PAYCOM SOFTWARE INC COM | Technology | 1,277 | $204K | 0.04% | SOLD |
| 13 | CL | COLGATE PALMOLIVE CO COM | Consumer Defensive | 2,572 | $203K | 0.04% | SOLD |
| 14 | CCL | CARNIVAL CORP PAIRED CTF | Consumer Cyclical | 6,562 | $200K | 0.04% | SOLD |
| 15 | ORGO | ORGANOGENESIS HLDGS INC COM | Healthcare | 14,165 | $73K | 0.01% | SOLD |
Sector Allocation
Technology
39.9%
Financial Services
15.0%
Consumer Cyclical
14.3%
Communication Services
8.7%
Industrials
6.3%
Healthcare
4.8%
Consumer Defensive
4.7%
Utilities
3.6%
Energy
1.6%
Basic Materials
0.8%