IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Regent Peak Wealth Advisors LLC

Q3 2022 Holdings

Filed 2022-11-14 | 149 holdings | $14.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Exact Sciences Corp COM(EXAS)COM30063P105$39512,1820.0%
Elevance Health Inc COM(ELV)COM036752103$4169180.0%
Ishares Msci USA MIN VOL Factor ETF(USMV)MSCI USA MIN VOL46429B697$4206,3370.0%
Vanguard Small-Cap Growth ETF(VBK)SML CP GRW ETF922908595$4232,1680.0%
United Parcel Service Inc CL B(UPS)CL B911312106$4332,6860.0%
Lowes COS Inc COM(LOW)COM548661107$4442,3650.0%
Mastercard Incorporated CL A(MA)CL A57636Q104$4451,5660.0%
Palantir Technologies Inc CL A(PLTR)CL A69608A108$45155,5560.0%
Technology Select Sector Spdr Fund(XLK)TECHNOLOGY81369Y803$4523,8120.0%
Kroger Co COM(KR)COM501044101$45610,4400.0%
Spdr S&P Semiconductor ETF(XSD)S&P SEMICNDCTR78464A862$4623,0400.0%
Meta Platforms Inc CL A(META)CL A30303M102$4663,4360.0%
Vanguard S&P 500 ETF(VOO)S&P 500 ETF SHS922908363$4891,4850.0%
Advisorshares Vice ETF(VICE)VICE E T F00768Y545$48921,0630.0%
Danaher Corporation COM(DHR)COM235851102$5302,0550.0%
Texas Instrs Inc COM(TXN)COM882508104$5463,5310.0%
Broadcom Inc COM(AVGO)COM11135F101$5541,2480.0%
Nextera Energy Inc COM(NEE)COM65339F101$5577,1040.0%
Schwab U.S. Broad Market ETF(SCHB)US BRD MKT ETF808524102$59114,0950.0%
JPMorgan Chase & Co COM(JPM)COM46625H100$6386,1100.0%
Pfizer Inc COM(PFE)COM717081103$64614,7680.0%
Health Care Select Sector Spdr Fund(XLV)SBI HEALTHCARE81369Y209$6735,5630.0%
Walmart Inc COM(WMT)COM931142103$6775,2220.0%
Pepsico Inc COM(PEP)COM713448108$6984,2780.0%
Chevron Corp New COM(CVX)COM166764100$7144,9710.0%
Kemper Corp COM(KMPR)COM488401100$73217,7530.0%
Thermo Fisher Scientific Inc COM(TMO)COM883556102$7701,5180.0%
Ishares Russell 1000 Value ETF(IWD)RUS 1000 VAL ETF464287598$7965,8150.0%
Berkshire Hathaway Inc del CL A(BRK/A)CL A084670108$81220.0%
BlackRock Science & Technology SHS BEN INT(BSTZ)SHS BEN INT09260K101$82146,5900.0%
Vanguard Information Technology ETF(VGT)INF TECH ETF92204A702$8812,8600.0%
Lilly ELI & Co COM(LLY)COM532457108$8812,7270.0%
Visa Inc COM CL A(V)COM CL A92826C839$8945,0360.0%
Stryker Corporation COM(SYK)COM863667101$9264,5730.0%
Merck & Co Inc COM(MRK)COM58933Y105$92710,7640.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)SPONSORED ADS874039100$1.0K14,6480.0%
Medtronic PLC SHS(MDT)SHSG5960L103$1.2K14,2490.0%
Unitedhealth Group Inc COM(UNH)COM91324P102$1.2K2,3830.0%
Novo-Nordisk A S ADR(NVO)ADR670100205$1.2K12,3890.0%
Nvidia Corporation COM(NVDA)COM67066G104$1.3K10,3330.0%
American Express Co COM(AXP)COM025816109$1.3K9,9230.0%
Infosys LTD Sponsored ADR(INFY)SPONSORED ADR456788108$1.4K81,7620.0%
Deere & Co COM(DE)COM244199105$1.5K4,3800.0%
Exxon Mobil Corp COM(XOM)COM30231G102$1.5K17,4320.0%
Illinois Tool WKS Inc COM(ITW)COM452308109$1.6K8,7460.0%
Bristol-Myers Squibb Co COM(BMY)COM110122108$1.6K23,0170.0%
AIR Prods & Chems Inc COM(APD)COM009158106$1.7K7,1580.0%
Oracle Corp COM(ORCL)COM68389X105$1.7K27,8740.0%
Ishares Core S&P 500 ETF(IVV)CORE S&P500 ETF464287200$1.7K4,8430.0%
Tesla Inc COM(TSLA)COM88160R101$1.8K6,8820.0%
PreviousPage 2 of 3Next