Crestmont Private Wealth LLC Purchases and Sells in Q2 2025

Crestmont Private Wealth LLC

$277 Billion
Q2 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	2.11K + 2.28%	$456.74 - $568.03 $963K - $1.2M	94.6K $53.7B
VEA	934 + 0.38%	$45.65 - $57.01 $42.6K - $53.2K	246K $14B
VWO	471 + 0.16%	$39.89 - $49.46 $18.8K - $23.3K	288K $14.3B
PIMCO ETF TR	9.49K + 0.88%	N/A	1.09M $28.9B
AVGO	39 + 1.73%	$146.29 - $275.65 $5.71K - $10.8K	2.29K $632M
JPST	3.21K + 1.42%	$50.36 - $50.68 $162K - $163K	229K $11.6B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BOND	180K New	$89.87 - $92.93 $16.2M - $16.7M	180K $16.6B
MUNI	181K New	$50.34 - $51.86 $9.11M - $9.39M	181K $9.3B
IWB	4.52K New	$272.36 - $339.57 $1.23M - $1.54M	4.52K $1.54B
TSLA	779 New	$221.86 - $362.89 $173K - $283K	779 $247M
META	317 New	$484.66 - $738.09 $154K - $234K	317 $234M
IBM	782 New	$221.03 - $294.78 $173K - $231K	782 $231M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAR	-8.56K - 2.53%	$20.99 - $23.93 $180K - $205K	329K $7.73B
STEL	-4K - 15.55%	N/A	21.7K $608M
GILD	-703 - 19.52%	$96.91 - $113.0 $68.1K - $79.4K	2.9K $321M
NVDA	-2.58K - 37.09%	$94.31 - $157.99 $243K - $408K	4.38K $691M
XOP	-48 - 2.52%	$101.91 - $134.83 $4.89K - $6.47K	1.86K $234M
PRU	-22 - 0.93%	$95.12 - $112.71 $2.09K - $2.48K	2.36K $253M

Activity Summary All Purchases 58 New Holdings 11 Increased Positions 47 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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