[Regent Peak Wealth Advisors LLC] ( [Current Portfolio] ) buys Accenture PLC, Oracle Corp, Taiwan Semiconductor Manufacturing Co, NVIDIA Corp, iShares Core S&P 500 ETF, sells iShares Gold Trust, Texas Instruments Inc, Amgen Inc, JPMorgan Ultra-Short Income ETF, General Electric Co during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Regent Peak Wealth Advisors LLC. As of 2021Q2, Regent Peak Wealth Advisors LLC owns 168 stocks with a total value of $358 million. These are the details of the buys and sells. – New Purchases: [TSM] , [MRNA] , [NSC] , [LNC] , [ZTS] , [LIN] , [SCHB] , [QQQ] , [PNC] , [ISRG] , [DXC] , [PAYX] , [TROW] , [MDLZ] , [DOCU] , [ETN] , [IXUS] , [AEP] , [CFMS] , – Added Positions: [VTI] , [ITOT] , [AGG] , [ORCL] , [ACN] , [IEFA] , [IWF] , [DGRO] , [NVDA] , [MSFT] , [IVV] , [AAPL] , [IEMG] , [SO] , [CSCO] , [MCD] , [LMT] , [VNQ] , [ABT] , [AMZN] , [MRK] , [UNP] , [APD] , [VONG] , [JNJ] , [ITW] , [T] , [HON] , [GOOGL] , [GOOG] , [INFY] , [LLY] , [ALL] , [GD] , [HD] , [VTV] , [MDT] , [SBUX] , [FB] , [JPM] , [PYPL] , [PG] , [LOW] , [MMM] , [MA] , [CHTR] , [ABBV] , [CAT] , [BAC] , [ADP] , [AMAT] , [AMT] , [MO] , [MUB] , [AMD] , [ADBE] , [XSD] , [F] , [NEE] , [PFE] , [PEP] , [XOM] , [INTU] , [DUK] , [NOC] , [DE] , [COST] , [CME] , [IBM] , [SPGI] , [CMCSA] , [KMPR] , [GLD] , [BA] , [ZM] , [DOW] , [CVX] , [FDX] , [CSX] , – Reduced Positions: [IAU] , [TXN] , [AMGN] , [JPST] , [BIV] , [MBB] , [IWD] , [KO] , [LQD] , [C] , [SCHO] , [SDY] , [VZ] , [TIP] , [UPS] , [TSLA] , [WMT] , [ITM] , [IUSB] , [PZA] , [XLV] , [AVGO] , [DAL] , [UNH] , [TGT] , [INTC] , [DLR] , [CCI] , [BMY] , [BLK] , [TFC] , [ANTM] , [EFA] , [SPG] , [QCOM] , [D] , [AZO] , – Sold Out: [GE] , [XLF] , [KMB] , [MTB] , [PCY] , For the details of Regent Peak Wealth Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/regent+peak+wealth+advisors+llc/current-portfolio/portfolio – Vanguard Total Stock Market ETF ( [VTI] ) – 160,785 shares, 10.19% of the total portfolio. Shares added by 10.36% – iShares Core S&P Total U.S. Stock Market ETF ( [ITOT] ) – 275,918 shares, 7.76% of the total portfolio. Shares added by 9.10% – iShares Core U.S. Aggregate Bond ETF ( [AGG] ) – 163,356 shares, 5.32% of the total portfolio. Shares added by 10.38% – Apple Inc ( [AAPL] ) – 111,496 shares, 4.55% of the total portfolio. Shares added by 3.63% – Vanguard Growth ETF ( [VUG] ) – 54,669 shares, 4.52% of the total portfolio. Shares added by 0.03% [TSM] ) New Purchase: Moderna Inc ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $108.21 and $124.8, with an estimated average price of $117.3. The stock is now traded at around $110.450000. The impact to a portfolio due to this purchase was 0.47%. The holding were 14,431 shares as of 2021-06-30. [MRNA] ) New Purchase: Norfolk Southern Corp ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) initiated holding in Moderna Inc. The purchase prices were between $129.91 and $234.98, with an estimated average price of $177.38. The stock is now traded at around $398.8 . The impact to a portfolio due to this purchase was 0.11%. The holding were 1,135 shares as of 2021-06-30. [NSC] ) New Purchase: Lincoln National Corp ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) initiated holding in Norfolk Southern Corp. The purchase prices were between $261.43 and $290.35, with an estimated average price of $275.9. The stock is now traded at around $265.290000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,339 shares as of 2021-06-30. [LNC] ) New Purchase: Zoetis Inc ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) initiated holding in Lincoln National Corp. The purchase prices were between $59.43 and $71.13, with an estimated average price of $65.96. The stock is now traded at around $66.780000. The impact to a portfolio due to this purchase was 0.09%. The holding were 5,171 shares as of 2021-06-30. [ZTS] ) New Purchase: Linde PLC ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) initiated holding in Zoetis Inc. The purchase prices were between $155.9 and $187.99, with an estimated average price of $173.23. The stock is now traded at around $204.010000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,389 shares as of 2021-06-30. [LIN] ) Added: Oracle Corp ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) initiated holding in Linde PLC. The purchase prices were between $280.14 and $302.26, with an estimated average price of $291.37. The stock is now traded at around $309.970000. The impact to a portfolio due to this purchase was 0.08%. The holding were 907 shares as of 2021-06-30. [ORCL] ) Added: Accenture PLC ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) added to a holding in Oracle Corp by 322.95%. The purchase prices were between $70.17 and $84.61, with an estimated average price of $78.06. The stock is now traded at around $88.890000. The impact to a portfolio due to this purchase was 0.49%. The holding were 26,147 shares as of 2021-06-30. [ACN] ) Added: NVIDIA Corp ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) added to a holding in Accenture PLC by 45.10%. The purchase prices were between $276.25 and $296.43, with an estimated average price of $286. The stock is now traded at around $324.550000. The impact to a portfolio due to this purchase was 0.49%. The holding were 17,641 shares as of 2021-06-30. [NVDA] ) Added: iShares Core S&P 500 ETF ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) added to a holding in NVIDIA Corp by 298.59%. The purchase prices were between $133.48 and $200.27, with an estimated average price of $159.58. The stock is now traded at around $190.4 . The impact to a portfolio due to this purchase was 0.28%. The holding were 27,136 shares as of 2021-06-30. [IVV] ) Added: Southern Co ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) added to a holding in iShares Core S&P 500 ETF by 45.20%. The purchase prices were between $396.67 and $429.92, with an estimated average price of $417.66. The stock is now traded at around $441.240000. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,433 shares as of 2021-06-30. [SO] ) Added: Vanguard Russell 1000 Growth Index Fund ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) added to a holding in Southern Co by 45.76%. The purchase prices were between $60.46 and $66.42, with an estimated average price of $63.9. The stock is now traded at around $66.020000. The impact to a portfolio due to this purchase was 0.11%. The holding were 20,360 shares as of 2021-06-30. [VONG] ) Sold Out: General Electric Co ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) added to a holding in Vanguard Russell 1000 Growth Index Fund by 300.00%. The purchase prices were between $62.41 and $69.93, with an estimated average price of $66.16. The stock is now traded at around $71.680000. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,748 shares as of 2021-06-30. [GE] ) Sold Out: Financial Select Sector SPDR ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) sold out a holding in General Electric Co. The sale prices were between $102.24 and $114.8, with an estimated average price of $107.13. [XLF] ) Sold Out: Kimberly-Clark Corp ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) sold out a holding in Financial Select Sector SPDR. The sale prices were between $33.92 and $38.32, with an estimated average price of $36.41. [KMB] ) Sold Out: Invesco Emerging Markets Sovereign Debt ETF ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) sold out a holding in Kimberly-Clark Corp. The sale prices were between $128.69 and $142.39, with an estimated average price of $133.51. [PCY] ) Sold Out: M&T Bank Corp ( [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) sold out a holding in Invesco Emerging Markets Sovereign Debt ETF. The sale prices were between $26.36 and $27.74, with an estimated average price of $27.18. [MTB] ) [Regent Peak Wealth Advisors LLC](/guru/regent+peak+wealth+advisors+llc/stock-picks) sold out a holding in M&T Bank Corp. The sale prices were between $142.98 and $167.27, with an estimated average price of $156.17. [Here is the complete portfolio of Regent Peak Wealth Advisors LLC] . Also check out: 1. [Regent Peak Wealth Advisors LLC's Undervalued Stocks] 2. [Regent Peak Wealth Advisors LLC's Top Growth Companies] , and 3. [Regent Peak Wealth Advisors LLC's High Yield stocks] 4. [Stocks that Regent Peak Wealth Advisors LLC keeps buying]
