0001172661-23-000514.txt : 20230208
0001172661-23-000514.hdr.sgml : 20230208
20230208082515
ACCESSION NUMBER: 0001172661-23-000514
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230208
DATE AS OF CHANGE: 20230208
EFFECTIVENESS DATE: 20230208
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Regent Peak Wealth Advisors LLC
CENTRAL INDEX KEY: 0001803329
IRS NUMBER: 834638642
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20102
FILM NUMBER: 23597187
BUSINESS ADDRESS:
STREET 1: 200 GALLERIA PKWY SE
STREET 2: SUITE 1175
CITY: ATLANTA
STATE: GA
ZIP: 30339
BUSINESS PHONE: 470-867-3550
MAIL ADDRESS:
STREET 1: 200 GALLERIA PKWY SE
STREET 2: SUITE 1175
CITY: ATLANTA
STATE: GA
ZIP: 30339
13F-HR
1
primary_doc.xml
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12-31-2022
12-31-2022
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Regent Peak Wealth Advisors LLC
200 Galleria Pkwy Se
Suite 1175
Atlanta
GA
30339
13F HOLDINGS REPORT
028-20102
000298259
801-115021
N
Carmen Laster
Chief Compliance Officer
470-867-3552
/s/ Carmen Laster
Atlanta
GA
02-08-2023
0
157
305121952
INFORMATION TABLE
2
infotable.xml
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ABBVIE INC
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
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47015
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ADOBE SYSTEMS INCORPORATED
COM
00724F101
489415
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ADVANCED MICRO DEVICES INC
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007903107
257720
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ADVISORSHARES TR
VICE E T F
00768Y545
489293
21063
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AIR PRODS & CHEMS INC
COM
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ALCOA CORP
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ALLSTATE CORP
COM
020002101
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ALPHABET INC
CAP STK CL A
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1991152
22556
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ALPHABET INC
CAP STK CL C
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ALTRIA GROUP INC
COM
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AMAZON COM INC
COM
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AMERICAN ELEC PWR CO INC
COM
025537101
265848
2800
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AMERICAN EXPRESS CO
COM
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AMERICAN TOWER CORP NEW
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AMGEN INC
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APPLE INC
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AT&T INC
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BANK AMERICA CORP
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COM
110122108
2005930
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27881
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BROADCOM INC
COM
11135F101
691085
1236
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SOLE
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CATERPILLAR INC
COM
149123101
393777
1644
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SOLE
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CHEVRON CORP NEW
COM
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5085
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SOLE
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CHUBB LIMITED
COM
H1467J104
281118
1270
SH
SOLE
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0
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CIGNA CORP NEW
COM
125523100
207088
625
SH
SOLE
625
0
0
CISCO SYS INC
COM
17275R102
2300349
48295
SH
SOLE
48295
0
0
CME GROUP INC
COM
12572Q105
263064
1564
SH
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COCA COLA CO
COM
191216100
4276947
67223
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COMCAST CORP NEW
CL A
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242027
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COSTCO WHSL CORP NEW
COM
22160K105
752442
1647
SH
SOLE
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0
0
CROWN CASTLE INC
COM
22822V101
245080
1807
SH
SOLE
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0
0
CSX CORP
COM
126408103
244246
7884
SH
SOLE
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0
0
CVS HEALTH CORP
COM
126650100
384688
4128
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SOLE
4128
0
0
DANAHER CORPORATION
COM
235851102
538006
2027
SH
SOLE
2027
0
0
DEERE & CO
COM
244199105
413185
963
SH
SOLE
963
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
406215
12362
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SOLE
12362
0
0
DISNEY WALT CO
COM
254687106
316533
3633
SH
SOLE
3633
0
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DOLLAR GEN CORP NEW
COM
256677105
201433
818
SH
SOLE
818
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
215867
2096
SH
SOLE
2096
0
0
EATON CORP PLC
SHS
G29183103
238878
1522
SH
SOLE
1522
0
0
ELEVANCE HEALTH INC
COM
036752103
480653
937
SH
SOLE
937
0
0
EXACT SCIENCES CORP
COM
30063P105
574514
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SH
SOLE
11604
0
0
EXXON MOBIL CORP
COM
30231G102
1976133
17917
SH
SOLE
17917
0
0
FEDEX CORP
COM
31428X106
206750
1186
SH
SOLE
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0
0
FISERV INC
COM
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230339
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SOLE
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FORD MTR CO DEL
COM
345370860
238986
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GENERAL DYNAMICS CORP
COM
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GENERAL ELECTRIC CO
COM NEW
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GILEAD SCIENCES INC
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228533
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GOLDMAN SACHS GROUP INC
COM
38141G104
250667
730
SH
SOLE
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0
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HOME DEPOT INC
COM
437076102
3685765
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HONEYWELL INTL INC
COM
438516106
2662262
12432
SH
SOLE
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HUMANA INC
COM
444859102
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459
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ILLINOIS TOOL WKS INC
COM
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INFOSYS LTD
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INTEL CORP
COM
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INTERNATIONAL BUSINESS MACHS
COM
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INTUIT
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INTUITIVE SURGICAL INC
COM NEW
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INVESCO QQQ TR
UNIT SER 1
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3375213
19113
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SOLE
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KEMPER CORP
COM
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601076
12217
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SOLE
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KROGER CO
COM
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465103
10433
SH
SOLE
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LILLY ELI & CO
COM
532457108
834144
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SOLE
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LINDE PLC
SHS
G5494J103
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SH
SOLE
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LOCKHEED MARTIN CORP
COM
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2808477
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LOWES COS INC
COM
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MASTERCARD INCORPORATED
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COM
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SOLE
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MCKESSON CORP
COM
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SOLE
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MEDTRONIC PLC
SHS
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1451920
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MERCK & CO INC
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10140
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SOLE
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META PLATFORMS INC
CL A
30303M102
522265
4304
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SOLE
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MICROSOFT CORP
COM
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7512798
31310
SH
SOLE
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MONDELEZ INTL INC
CL A
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245851
3678
SH
SOLE
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NETFLIX INC
COM
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405755
1376
SH
SOLE
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0
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NEXTERA ENERGY INC
COM
65339F101
633304
7575
SH
SOLE
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0
0
NIKE INC
CL B
654106103
290072
2461
SH
SOLE
2461
0
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NISOURCE INC
COM
65473P105
231425
8440
SH
SOLE
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0
NORFOLK SOUTHN CORP
COM
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334885
1359
SH
SOLE
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0
0
NORTHROP GRUMMAN CORP
COM
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2388382
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SOLE
4379
0
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NOVO-NORDISK A S
ADR
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1981878
14689
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SOLE
14689
0
0
NVIDIA CORPORATION
COM
67066G104
1276267
8583
SH
SOLE
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0
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ORACLE CORP
COM
68389X105
2543872
31138
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31138
0
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PALANTIR TECHNOLOGIES INC
CL A
69608A108
354795
55264
SH
SOLE
55264
0
0
PAYCHEX INC
COM
704326107
237360
2054
SH
SOLE
2054
0
0
PEPSICO INC
COM
713448108
810162
4457
SH
SOLE
4457
0
0
PFIZER INC
COM
717081103
789899
15416
SH
SOLE
15416
0
0
PNC FINL SVCS GROUP INC
COM
693475105
247650
1568
SH
SOLE
1568
0
0
PROCTER AND GAMBLE CO
COM
742718109
2369974
15637
SH
SOLE
15637
0
0
PROGRESSIVE CORP
COM
743315103
2419175
18651
SH
SOLE
18651
0
0
PROLOGIS INC.
COM
74340W103
206296
1830
SH
SOLE
1830
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
209644
2077
SH
SOLE
2077
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
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287
SH
SOLE
287
0
0
S&P GLOBAL INC
COM
78409V104
300776
898
SH
SOLE
898
0
0
SALESFORCE INC
COM
79466L302
258895
1939
SH
SOLE
1939
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1261984
28163
SH
SOLE
28163
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
332716
2576
SH
SOLE
2576
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
685527
5046
SH
SOLE
5046
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
443722
3566
SH
SOLE
3566
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
223777
2278
SH
SOLE
2278
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
231788
1973
SH
SOLE
1973
0
0
SOUTHERN CO
COM
842587107
4899553
65181
SH
SOLE
65181
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
6541848
17106
SH
SOLE
17106
0
0
SPDR SER TR
S&P SEMICNDCTR
78464A862
592037
3540
SH
SOLE
3540
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
11884868
94992
SH
SOLE
94992
0
0
SPIRE INC
COM
84857L101
11873767
170669
SH
SOLE
170669
0
0
STARBUCKS CORP
COM
855244109
2378104
23980
SH
SOLE
23980
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1567699
20867
SH
SOLE
20867
0
0
TARGET CORP
COM
87612E106
294969
1976
SH
SOLE
1976
0
0
TESLA INC
COM
88160R101
769593
5617
SH
SOLE
5617
0
0
TEXAS INSTRS INC
COM
882508104
578442
3501
SH
SOLE
3501
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
832510
1511
SH
SOLE
1511
0
0
T-MOBILE US INC
COM
872590104
234360
1674
SH
SOLE
1674
0
0
UNION PAC CORP
COM
907818108
2149853
10381
SH
SOLE
10381
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
391401
2252
SH
SOLE
2252
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1182658
2231
SH
SOLE
2231
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
249864
3362
SH
SOLE
3362
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
213645
2838
SH
SOLE
2838
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
521740
1485
SH
SOLE
1485
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
298238
1463
SH
SOLE
1463
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
275200
1733
SH
SOLE
1733
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
475384
2371
SH
SOLE
2371
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
33538791
175419
SH
SOLE
175419
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
9698914
69088
SH
SOLE
69088
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
13404933
62901
SH
SOLE
62901
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
206590
3748
SH
SOLE
3748
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
216796
874
SH
SOLE
874
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1027517
3217
SH
SOLE
3217
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
333005
8461
SH
SOLE
8461
0
0
VISA INC
COM CL A
92826C839
1078469
5191
SH
SOLE
5191
0
0
WALMART INC
COM
931142103
762674
5358
SH
SOLE
5358
0
0
WISDOMTREE TR
US QTLY DIV GRT
97717X669
408215
6763
SH
SOLE
6763
0
0
XCEL BRANDS INC
COM NEW
98400M101
10500
15000
SH
SOLE
15000
0
0