Crestmont Private Wealth LLC Purchases and Sells in Q1 2025

Crestmont Private Wealth LLC

$231 Billion
Q1 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PIMCO ETF TR	654K + 153.46%	N/A	1.08M $28.5B
JPST	83.2K + 58.34%	$50.39 - $50.66 $4.19M - $4.22M	226K $11.4B
VEA	3.38K + 1.4%	$47.4 - $52.99 $160K - $179K	245K $12.5B
IBDQ	13.6K + 23.15%	$25.05 - $25.16 $340K - $342K	72.3K $1.82B
IBTF	14.6K + 23.25%	$23.29 - $23.38 $340K - $342K	77.5K $1.81B
BRK-B	197 + 15.54%	$442.66 - $534.52 $87.2K - $105K	1.47K $780M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAT	187K New	$50.44 - $58.1 $9.43M - $10.9M	187K $9.62B
PSA	962 New	$288.99 - $313.98 $278K - $302K	962 $288M
AMGN	912 New	$258.59 - $327.36 $236K - $299K	912 $284M
HAS	4.1K New	$56.16 - $69.06 $230K - $283K	4.1K $252M
FOX	4.37K New	$45.64 - $54.23 $200K - $237K	4.37K $230M
TMUS	806 New	$211.3 - $272.83 $170K - $220K	806 $215M

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-34.9K - 44.87%	$102.49 - $119.96 $3.58M - $4.19M	42.9K $4.49B
IJH	-51K - 30.97%	$57.21 - $65.8 $2.92M - $3.35M	114K $6.63B
IVV	-854 - 0.84%	$554.06 - $615.85 $473K - $526K	101K $56.8B
VWO	-21.4K - 6.93%	$42.5 - $46.71 $911K - $1M	288K $13B
DFAR	-25.9K - 7.12%	$22.35 - $24.52 $579K - $635K	338K $8.03B
STEL	-3.07K - 10.66%	N/A	25.7K $712M

Activity Summary All Purchases 57 New Holdings 12 Increased Positions 45 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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