Regent Peak Wealth Advisors LLC Buys Oracle Corp, UnitedHealth Group Inc, Northrop Grumman Corp, Sells SPDR SERIES TRUST, Accenture PLC, General Dynamics Corp

• New Purchases: NOC, XLV, TSLA, XLK, XSD, FDX, NKE, TGT, PFE, VONG, FDN, CHTR, CAT, PAYX, SPGI, INTU, DUK,
• Added Positions: ORCL, UNH, CVS, IAU, AGG, IWF, AMZN, MSFT, BIV, MMM, BRK.B, MDT, MRK, HD, KO, AMGN, SBUX, LLY, HON, JNJ, LMT, TMO, UNP, GOOG, FB, MCD, ITW, GOOGL, DE, COST, ADP, APD, NVDA, NFLX, PYPL, CRM, TXN, ADBE, VOO, ABBV, IVV, ZM, AVGO, V, UPS, PEP, LOW, CCI, AMT, ABT, DIS, NEE, BMY, MO, VBR,
• Reduced Positions: SDY, ACN, SO, KMPR, SPY, VZ, MBB, INTC, JPM, XOM, CVX, IBM, T, WMT, BSV, EFA, LQD, VBK, RWO, XLY, VGT, BLK, DHR, IBB, F,
• Sold Out: GD, RTX, GS, BAC, BA, ALL, D, PCY, GE,

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) - 147,621 shares, 10.73% of the total portfolio. Shares reduced by 0.2%
2. ISHARES TRUST (ITOT) - 252,953 shares, 8.15% of the total portfolio. Shares reduced by 0.29%
3. ISHARES TRUST (AGG) - 119,652 shares, 6.03% of the total portfolio. Shares added by 3.54%
4. VANGUARD INDEX FDS (VUG) - 53,249 shares, 5.17% of the total portfolio. Shares reduced by 0.11%
5. Apple Inc (AAPL) - 99,844 shares, 4.94% of the total portfolio. Shares added by 0.89%

Regent Peak Wealth Advisors LLC initiated holding in Northrop Grumman Corp. The purchase prices were between $285.95 and $348.99, with an estimated average price of $325.99. The stock is now traded at around $315.64. The impact to a portfolio due to this purchase was 0.46%. The holding were 3,386 shares as of .

Regent Peak Wealth Advisors LLC initiated holding in Tesla Inc. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $420.84. The impact to a portfolio due to this purchase was 0.18%. The holding were 960 shares as of .

Regent Peak Wealth Advisors LLC initiated holding in SELECT SECTOR SPDR. The purchase prices were between $100.71 and $109.44, with an estimated average price of $105.21. The stock is now traded at around $109.66. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,028 shares as of .

Regent Peak Wealth Advisors LLC initiated holding in SELECT SECTOR SPDR. The purchase prices were between $104.66 and $127.03, with an estimated average price of $112.96. The stock is now traded at around $117.50. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,765 shares as of .

Regent Peak Wealth Advisors LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $110.01 and $132.43, with an estimated average price of $121.68. The stock is now traded at around $138.83. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,187 shares as of .

Regent Peak Wealth Advisors LLC initiated holding in FedEx Corp. The purchase prices were between $155.48 and $254.44, with an estimated average price of $199.73. The stock is now traded at around $269.10. The impact to a portfolio due to this purchase was 0.1%. The holding were 971 shares as of .

Regent Peak Wealth Advisors LLC added to a holding in Oracle Corp by 452.46%. The purchase prices were between $53.99 and $60.94, with an estimated average price of $56.78. The stock is now traded at around $56.49. The impact to a portfolio due to this purchase was 0.51%. The holding were 24,474 shares as of .

Regent Peak Wealth Advisors LLC added to a holding in UnitedHealth Group Inc by 370.40%. The purchase prices were between $291.16 and $323.7, with an estimated average price of $307.11. The stock is now traded at around $354.56. The impact to a portfolio due to this purchase was 0.49%. The holding were 4,657 shares as of .

Regent Peak Wealth Advisors LLC added to a holding in CVS Health Corp by 501.77%. The purchase prices were between $56.71 and $65.71, with an estimated average price of $62.23. The stock is now traded at around $60.37. The impact to a portfolio due to this purchase was 0.42%. The holding were 20,105 shares as of .

Regent Peak Wealth Advisors LLC sold out a holding in General Dynamics Corp. The sale prices were between $136.51 and $158.85, with an estimated average price of $147.72.

Regent Peak Wealth Advisors LLC sold out a holding in Raytheon Technologies Corp. The sale prices were between $56.68 and $64.29, with an estimated average price of $60.9.

Regent Peak Wealth Advisors LLC sold out a holding in Goldman Sachs Group Inc. The sale prices were between $186.12 and $216.9, with an estimated average price of $203.48.

Regent Peak Wealth Advisors LLC sold out a holding in Bank of America Corp. The sale prices were between $22.77 and $26.92, with an estimated average price of $24.9.

Regent Peak Wealth Advisors LLC sold out a holding in Boeing Co. The sale prices were between $146.05 and $187.94, with an estimated average price of $170.6.

Regent Peak Wealth Advisors LLC sold out a holding in Allstate Corp. The sale prices were between $85.82 and $97.25, with an estimated average price of $93.31.