Crestmont Private Wealth LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 59 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 $54.5B, Vanguard Index Fds S&P 500 ETF with a value of $43.8B, Ishares Core U.S. Aggregate Bo with a value of $14B, Vanguard Ftse Emerging Mkts Et with a value of $12.6B, and Vanguard Ftse Developed Market with a value of $12.1B.

Examining the 13F form we can see an increase of $5.01B in the current position value, from $197B to 202B.

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

Portfolio value $202 Billion
ETFs: $183 Billion
Financial Services: $4.07 Billion
Energy: $3.54 Billion
Industrials: $2.64 Billion
Technology: $1.84 Billion
Consumer Cyclical: $1.28 Billion
Healthcare: $836 Million
Communication Services: $580 Million
Other: $246 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $202 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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