Crestmont Private Wealth LLC Purchases in Q2 2025

Crestmont Private Wealth LLC

  • $277 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
180K
New
$89.87 - $92.93 $16.2M - $16.7M
180K $16.6B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
181K
New
$50.34 - $51.86 $9.11M - $9.39M
181K $9.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.11K
+ 2.28%
$456.74 - $568.03 $963K - $1.2M
94.6K $53.7B
VEA
Vanguard Ftse Developed Market

ETFs
934
+ 0.38%
$45.65 - $57.01 $42.6K - $53.2K
246K $14B
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.52K
New
$272.36 - $339.57 $1.23M - $1.54M
4.52K $1.54B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
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
Broadcom Inc.

Technology
39
+ 1.73%
$146.29 - $275.65 $5.71K - $10.8K
2.29K $632M
TSLA
Tesla, Inc.

Consumer Cyclical
779
New
$221.86 - $362.89 $173K - $283K
779 $247M
META
Meta Platforms, Inc.

Communication Services
317
New
$484.66 - $738.09 $154K - $234K
317 $234M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.46K
New
$118.81 - $151.28 $174K - $221K
1.46K $221M
CBRE
Cbre Group, Inc.

Real Estate
1.56K
New
$113.94 - $140.12 $177K - $218K
1.56K $218M
GE
General Electric CO

Industrials
839
New
$166.81 - $257.39 $140K - $216K
839 $216M
JPM
Jpmorgan Chase & CO

Financial Services
732
New
$210.28 - $289.91 $154K - $212K
732 $212M
UAL
United Airlines Holdings, Inc.

Industrials
2.65K
New
$56.15 - $84.23 $149K - $223K
2.65K $211M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.21K
+ 1.42%
$50.36 - $50.68 $162K - $163K
229K $11.6B
NDAQ
Nasdaq, Inc.

Financial Services
538
+ 5.86%
$66.4 - $89.42 $35.7K - $48.1K
9.72K $869M
GOOGL
Alphabet Inc.

Communication Services
326
+ 6.51%
$144.7 - $178.6 $47.2K - $58.2K
5.33K $939M
VRSN
Verisign Inc

Technology
222
+ 7.8%
$234.49 - $288.8 $52.1K - $64.1K
3.07K $886M
Lam Research Corp
298
+ 6.28%
N/A
5.05K $491M
IDXX
Idexx Laboratories Inc

Healthcare
47
+ 5.46%
$361.04 - $536.34 $17K - $25.2K
908 $487M
MKL
Markel Corp

Financial Services
37
+ 10.54%
$1678.5 - $1997.36 $62.1K - $73.9K
388 $775M
DGX
Quest Diagnostics Inc

Healthcare
388
+ 10.38%
N/A
4.13K $741M
ADSK
Autodesk, Inc.

Technology
43
+ 2.34%
N/A
1.88K $583M
NFLX
Netflix Inc

Communication Services
10
+ 4.65%
$855.86 - $1339.13 $8.56K - $13.4K
225 $301M
MCO
Moodys Corp

Financial Services
109
+ 8.48%
$396.7 - $501.59 $43.2K - $54.7K
1.39K $699M
ICE
Intercontinental Exchange, Inc.

Financial Services
278
+ 6.6%
$151.62 - $183.47 $42.2K - $51K
4.49K $823M
VRSK
Verisk Analytics, Inc.

Industrials
207
+ 10.16%
$277.03 - $321.33 $57.3K - $66.5K
2.25K $699M
V
Visa Inc.

Financial Services
184
+ 7.05%
$308.27 - $373.31 $56.7K - $68.7K
2.79K $992M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.3K
+ 7.02%
$19.6 - $24.44 $25.5K - $31.8K
19.8K $485M
MSCI
Msci Inc.

Financial Services
97
+ 12.03%
$506.56 - $576.74 $49.1K - $55.9K
903 $521M
NVR
Nvr Inc

Consumer Cyclical
7
+ 10.94%
$6700.0 - $7410.93 $46.9K - $51.9K
71 $524M
EMR
Emerson Electric CO

Industrials
11
+ 0.47%
$94.15 - $133.33 $1.04K - $1.47K
2.36K $315M
ROP
Roper Technologies Inc

Industrials
136
+ 14.08%
$519.19 - $590.78 $70.6K - $80.3K
1.1K $625M
HAS
Hasbro, Inc.

Consumer Cyclical
49
+ 1.19%
$50.71 - $73.82 $2.48K - $3.62K
4.15K $306M
CAT
Caterpillar Inc

Industrials
3
+ 0.33%
$273.94 - $388.21 $822 - $1.16K
905 $351M
SPGI
S&P Global Inc.

Financial Services
36
+ 2.19%
$438.31 - $527.29 $15.8K - $19K
1.68K $887M
ITW
Illinois Tool Works Inc

Industrials
199
+ 6.8%
$218.41 - $252.43 $43.5K - $50.2K
3.13K $773M
MLI
Mueller Industries Inc

Industrials
189
+ 1.99%
$68.45 - $79.6 $12.9K - $15K
9.7K $771M
HD
Home Depot, Inc.

Consumer Cyclical
126
+ 7.13%
$335.24 - $380.78 $42.2K - $48K
1.89K $694M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.67K
+ 2.32%
$25.04 - $25.18 $41.9K - $42.2K
73.9K $1.86B
MA
Mastercard Inc

Financial Services
50
+ 4.47%
$479.92 - $590.74 $24K - $29.5K
1.17K $657M
AZO
Autozone Inc

Consumer Cyclical
16
+ 9.88%
$3478.38 - $3880.15 $55.7K - $62.1K
178 $661M
QCOM
Qualcomm Inc

Technology
144
+ 4.52%
$124.66 - $159.48 $18K - $23K
3.33K $530M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.59K
+ 2.05%
$23.29 - $23.38 $37K - $37.1K
79.1K $1.85B
ADBE
Adobe Inc.

Technology
45
+ 3.93%
$340.0 - $420.68 $15.3K - $18.9K
1.19K $461M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.51%
$430.82 - $486.45 $1.29K - $1.46K
588 $273M
UPS
United Parcel Service Inc

Industrials
179
+ 9.56%
$91.92 - $110.2 $16.5K - $19.7K
2.05K $207M
AAPL
Apple Inc.

Technology
282
+ 8.42%
$172.42 - $223.89 $48.6K - $63.1K
3.63K $745M
Activity Summary
Buys All Purchases 58 New Holdings 11 Increased Positions 47 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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