Crestmont Private Wealth LLC Portfolio Holdings

Crestmont Private Wealth LLC

  • $231 Billion
  • Q1 2025

Crestmont Private Wealth LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $231 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $56.8B, Vanguard Index Fds S&P 500 ETF with a value of $47.5B, Pimco ETF Tr with a value of $28.5B, Vanguard Ftse Emerging Mkts Et with a value of $13B, and Vanguard Ftse Developed Market with a value of $12.5B.

Examining the 13F form we can see an increase of $8.7B in the current position value, from $222B to 231B.

Below you can find more details about Crestmont Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $231 Billion
ETFs: $176 Billion
Financial Services: $6.54 Billion
Industrials: $5.1 Billion
Technology: $4.22 Billion
Energy: $2.61 Billion
Consumer Cyclical: $2.59 Billion
Healthcare: $1.68 Billion
Communication Services: $1.42 Billion
Other: $1.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.8 Billion 24.6% of portfolio
101,141
Q1 2025 Reduced 0.84%
$0
$47.5 Billion 20.57% of portfolio
92,452
Q1 2025 Added 4.83%
Pimco ETF Tr
-
$28.5 Billion 12.32% of portfolio
-
Q1 2025 Added 153.46%
$0
$13 Billion 5.64% of portfolio
287,987
Q1 2025 Reduced 6.93%
$0
$12.5 Billion 5.4% of portfolio
245,430
Q1 2025 Added 1.4%
$0
$11.4 Billion 4.95% of portfolio
225,949
Q1 2025 Added 58.34%
$0
$9.62 Billion 4.17% of portfolio
186,908
Q1 2025 New
$0
$8.03 Billion 3.48% of portfolio
337,852
Q1 2025 Reduced 7.12%
$0
$6.63 Billion 2.87% of portfolio
113,593
Q1 2025 Reduced 30.97%
$0
$4.49 Billion 1.94% of portfolio
42,934
Q1 2025 Reduced 44.87%
$0
$1.82 Billion 0.79% of portfolio
72,268
Q1 2025 Added 23.15%
$0
$1.81 Billion 0.78% of portfolio
77,493
Q1 2025 Added 23.25%
$573B
$914 Million 0.4% of portfolio
2,609
Q1 2025 Added 11.59%
$166B
$836 Million 0.36% of portfolio
1,646
Q1 2025 Added 12.66%
$683B
$780 Million 0.34% of portfolio
1,465
Q1 2025 Added 15.54%
$922B
$774 Million 0.34% of portfolio
5,005
Q1 2025 Added 12.09%
$0
$771 Million 0.33% of portfolio
13,479
Q4 2024 Reduced 3.0%
$3.57T
$744 Million 0.32% of portfolio
3,351
Q1 2025 Added 15.23%
-
$712 Million 0.31% of portfolio
-
Q1 2025 Reduced 10.66%
$327B
$725 Million 0.31% of portfolio
4,334
Q3 2024 Reduced 19.81%
$4.36B
$724 Million 0.31% of portfolio
9,507
Q1 2025 Added 12.8%
$26.9B
$723 Million 0.31% of portfolio
2,847
Q1 2025 Added 3.72%
$96.3B
$726 Million 0.31% of portfolio
4,209
Q1 2025 Added 14.84%
$76.2B
$726 Million 0.31% of portfolio
2,927
Q1 2025 Added 11.0%
$37.3B
$697 Million 0.3% of portfolio
9,182
Q1 2025 Added 14.53%
$25.3B
$656 Million 0.28% of portfolio
351
Q1 2025 Added 16.61%
$375B
$648 Million 0.28% of portfolio
1,767
Q1 2025 Added 16.25%
$15.6B
$633 Million 0.27% of portfolio
3,739
Q1 2025 Added 18.74%
$523B
$613 Million 0.27% of portfolio
1,119
Q1 2025 Added 18.04%
$72.4B
$618 Million 0.27% of portfolio
162
Q1 2025 Added 16.55%
$85.3B
$598 Million 0.26% of portfolio
1,285
Q1 2025 Added 17.67%
$646M
$592 Million 0.26% of portfolio
89,972
Q2 2024 Added 94.74%
$46.7B
$607 Million 0.26% of portfolio
2,038
Q1 2025 Added 18.7%
$62.5B
$570 Million 0.25% of portfolio
966
Q1 2025 Added 21.82%
$134B
$584 Million 0.25% of portfolio
5,563
Q4 2024 Added 62.23%
$53.1B
$481 Million 0.21% of portfolio
1,839
Q1 2025 Added 21.63%
$173B
$489 Million 0.21% of portfolio
3,184
Q1 2025 Added 34.52%
$23.3B
$464 Million 0.2% of portfolio
64
Q1 2025 Added 20.75%
$45.2B
$456 Million 0.2% of portfolio
806
Q1 2025 Added 24.57%
$178B
$440 Million 0.19% of portfolio
1,146
Q1 2025 Added 15.76%
$0
$409 Million 0.18% of portfolio
18,536
Q1 2025 Added 6.33%
$99.4B
$425 Million 0.18% of portfolio
1,475
Q4 2024 Reduced 2.7%
$0
$394 Million 0.17% of portfolio
8,566
Q4 2024 Reduced 3.02%
$140B
$404 Million 0.17% of portfolio
3,602
Q1 2025 Added 1.58%
$67.8B
$377 Million 0.16% of portfolio
2,253
Q1 2025 Added 1.4%
$35B
$362 Million 0.16% of portfolio
861
Q1 2025 Added 39.77%
$78.1B
$343 Million 0.15% of portfolio
565
Q1 2025 Added 7.41%
Lam Research Corp
-
$345 Million 0.15% of portfolio
-
Q1 2025 Added 43.3%
$17.9B
$318 Million 0.14% of portfolio
944
Q1 2025 Added 9.26%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $231 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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