Crestmont Private Wealth LLC Purchases and Sells in Q3 2025

Crestmont Private Wealth LLC

$303 Billion
Q3 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	3.76K + 3.98%	$567.77 - $614.76 $2.14M - $2.31M	98.3K $60.2B
VWO	1.73K + 0.6%	$49.43 - $54.52 $85.6K - $94.4K	290K $15.7B
PIMCO ETF TR	35.1K + 3.22%	N/A	1.12M $30.2B
VEA	4.16K + 1.69%	$56.02 - $60.3 $233K - $251K	251K $15B
DFAT	2.94K + 1.57%	$53.36 - $59.69 $157K - $175K	190K $11B
BOND	5.17K + 2.87%	$90.83 - $93.81 $470K - $485K	185K $17.3B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VLO	7.6K New	$131.77 - $175.63 $1M - $1.33M	7.6K $1.29B
STX	1.38K New	$142.01 - $236.06 $196K - $326K	1.38K $326M
GLW	3.81K New	$51.6 - $82.03 $197K - $313K	3.81K $313M
EBAY	2.58K New	$75.33 - $100.77 $194K - $260K	2.58K $234M
LYB	4.58K New	$48.34 - $67.22 $222K - $308K	4.58K $225M
CMI	526 New	$327.85 - $426.39 $172K - $224K	526 $222M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STEL	-9K - 41.42%	N/A	12.7K $386M
NFLX	-12 - 5.33%	$1147.87 - $1297.18 $13.8K - $15.6K	213 $255M
META	-28 - 8.83%	$695.21 - $791.73 $19.5K - $22.2K	289 $212M
IBTF	-647 - 0.82%	$23.29 - $23.38 $15.1K - $15.1K	78.4K $1.83B
IBDQ	-599 - 0.81%	$25.09 - $25.19 $15K - $15.1K	73.3K $1.85B
JPM	-8 - 1.09%	$282.78 - $316.06 $2.26K - $2.53K	724 $228M

Activity Summary All Purchases 68 New Holdings 13 Increased Positions 55 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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