Regent Peak Wealth Advisors LLC Buys Exxon Mobil Corp, Deere, Raytheon Technologies Corp, Sells Unilever PLC, Infosys, Franklin Resources Inc

• New Purchases: DE, RTX, GS, PYPL, AVGO, BAC, BA, ZM, ORCL, VOO, VBR, BLK, UPS, USMV, LOW,
• Added Positions: XOM, VTI, SO, ITOT, BRK.B, AGG, STFC, AMZN, IEFA, MSFT, AAPL, SDY, MA, MRK, IWF, PG, HON, LMT, IAU, TXN, GD, DGRO, UNP, SPY, VUG, ADP, MDT, SBUX, IEMG, V, PGR, VNQ, KMPR, MMM, WMT, NVDA, VTV, ADBE, TMO, FB, COST, ITM, INTC, ITW, ABT, MO, DAL, NFLX, AMGN, DHR, HD, T, NEE, ABBV, AMT, F, IWM,
• Reduced Positions: ALL, KO, MBB, JNJ, UNH, GOOG, BSV, VO, VZ, GE, PEP, VBK, PCY, TIP, LQD, GOOGL, CME, EFA, DIS, IBM, CVX, JPM, CRM, MCD, SCHO, RWO, IBB, D, CVS,
• Sold Out: UL, INFY, BEN, RTN, GILD, PFE,

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

1. VANGUARD INDEX FDS (VTI) - 147,923 shares, 10.55% of the total portfolio. Shares added by 4.45%
2. ISHARES TRUST (ITOT) - 253,676 shares, 8.02% of the total portfolio. Shares added by 4.81%
3. ISHARES TRUST (AGG) - 115,565 shares, 6.22% of the total portfolio. Shares added by 5.52%
4. VANGUARD INDEX FDS (VUG) - 53,309 shares, 4.91% of the total portfolio. Shares added by 1.57%
5. Spire Inc (SR) - 150,214 shares, 4.50% of the total portfolio.

Regent Peak Wealth Advisors LLC initiated holding in Deere & Co. The purchase prices were between $125.82 and $168.81, with an estimated average price of $144.75. The stock is now traded at around $181.52. The impact to a portfolio due to this purchase was 0.57%. The holding were 7,983 shares as of .

Regent Peak Wealth Advisors LLC initiated holding in Raytheon Technologies Corp. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $58.99. The impact to a portfolio due to this purchase was 0.56%. The holding were 20,028 shares as of .

Regent Peak Wealth Advisors LLC initiated holding in Goldman Sachs Group Inc. The purchase prices were between $145.29 and $220.81, with an estimated average price of $187.05. The stock is now traded at around $204.47. The impact to a portfolio due to this purchase was 0.53%. The holding were 5,924 shares as of .

Regent Peak Wealth Advisors LLC initiated holding in PayPal Holdings Inc. The purchase prices were between $91.38 and $174.23, with an estimated average price of $137.26. The stock is now traded at around $201.50. The impact to a portfolio due to this purchase was 0.25%. The holding were 3,130 shares as of .

Regent Peak Wealth Advisors LLC initiated holding in Broadcom Inc. The purchase prices were between $223.63 and $318.71, with an estimated average price of $278.78. The stock is now traded at around $327.43. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,023 shares as of .

Regent Peak Wealth Advisors LLC initiated holding in Bank of America Corp. The purchase prices were between $19.77 and $28.54, with an estimated average price of $23.6. The stock is now traded at around $25.41. The impact to a portfolio due to this purchase was 0.13%. The holding were 12,300 shares as of .

Regent Peak Wealth Advisors LLC added to a holding in Exxon Mobil Corp by 190.75%. The purchase prices were between $37.53 and $54.74, with an estimated average price of $44.72. The stock is now traded at around $44.06. The impact to a portfolio due to this purchase was 0.58%. The holding were 43,086 shares as of .

Regent Peak Wealth Advisors LLC added to a holding in Southern Co by 319.97%. The purchase prices were between $50.14 and $60.33, with an estimated average price of $55.63. The stock is now traded at around $53.76. The impact to a portfolio due to this purchase was 0.39%. The holding were 21,784 shares as of .

Regent Peak Wealth Advisors LLC added to a holding in Berkshire Hathaway Inc by 95.54%. The purchase prices were between $169.25 and $201.56, with an estimated average price of $182.68. The stock is now traded at around $203.55. The impact to a portfolio due to this purchase was 0.33%. The holding were 8,240 shares as of .

Regent Peak Wealth Advisors LLC added to a holding in State Auto Financial Corp by 75.87%. The purchase prices were between $16.96 and $27.79, with an estimated average price of $21.59. The stock is now traded at around $15.71. The impact to a portfolio due to this purchase was 0.3%. The holding were 86,290 shares as of .

Regent Peak Wealth Advisors LLC added to a holding in Mastercard Inc by 119.53%. The purchase prices were between $228.61 and $313.15, with an estimated average price of $281.32. The stock is now traded at around $325.85. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,226 shares as of .

Regent Peak Wealth Advisors LLC added to a holding in Honeywell International Inc by 21.92%. The purchase prices were between $122.97 and $162.92, with an estimated average price of $140.33. The stock is now traded at around $149.99. The impact to a portfolio due to this purchase was 0.12%. The holding were 9,666 shares as of .

Regent Peak Wealth Advisors LLC sold out a holding in Unilever PLC. The sale prices were between $49.18 and $57.37, with an estimated average price of $53.02.

Regent Peak Wealth Advisors LLC sold out a holding in Infosys Ltd. The sale prices were between $7.56 and $9.66, with an estimated average price of $8.91.

Regent Peak Wealth Advisors LLC sold out a holding in Franklin Resources Inc. The sale prices were between $15.31 and $24.23, with an estimated average price of $18.79.

Regent Peak Wealth Advisors LLC sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Regent Peak Wealth Advisors LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $72.34 and $84, with an estimated average price of $76.51.

Regent Peak Wealth Advisors LLC sold out a holding in Pfizer Inc. The sale prices were between $31.75 and $38.51, with an estimated average price of $35.78.