Crestmont Private Wealth LLC Purchases in Q1 2025

Crestmont Private Wealth LLC

  • $231 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
654K
+ 153.46%
N/A
1.08M $28.5B
DFAT
Dimensional ETF Tr U S Target

ETFs
187K
New
$50.44 - $58.1 $9.43M - $10.9M
187K $9.62B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
83.2K
+ 58.34%
$50.39 - $50.66 $4.19M - $4.22M
226K $11.4B
VEA
Vanguard Ftse Developed Market

ETFs
3.38K
+ 1.4%
$47.4 - $52.99 $160K - $179K
245K $12.5B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
13.6K
+ 23.15%
$25.05 - $25.16 $340K - $342K
72.3K $1.82B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
14.6K
+ 23.25%
$23.29 - $23.38 $340K - $342K
77.5K $1.81B
PSA
Public Storage

Real Estate
962
New
$288.99 - $313.98 $278K - $302K
962 $288M
AMGN
Amgen Inc

Healthcare
912
New
$258.59 - $327.36 $236K - $299K
912 $284M
HAS
Hasbro, Inc.

Consumer Cyclical
4.1K
New
$56.16 - $69.06 $230K - $283K
4.1K $252M
FOX
Fox Corp Cl B (De)

Communication Services
4.37K
New
$45.64 - $54.23 $200K - $237K
4.37K $230M
CTRA
Coterra Energy Inc.

Energy
7.33K
New
$25.51 - $29.83 $187K - $219K
7.33K $212M
GRMN
Garmin LTD

Technology
966
New
$204.55 - $241.93 $198K - $234K
966 $210M
PSX
Phillips 66

Energy
1.7K
New
$113.93 - $131.55 $193K - $223K
1.7K $210M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
197
+ 15.54%
$442.66 - $534.52 $87.2K - $105K
1.47K $780M
RL
Ralph Lauren Corp

Consumer Cyclical
926
New
$215.68 - $286.74 $200K - $266K
926 $204M
RSG
Republic Services, Inc.

Industrials
832
New
$200.09 - $242.16 $166K - $201K
832 $202M
NFLX
Netflix Inc

Communication Services
215
New
$828.4 - $1058.6 $178K - $228K
215 $200M
ICE
Intercontinental Exchange, Inc.

Financial Services
544
+ 14.84%
$142.8 - $176.36 $77.7K - $95.9K
4.21K $726M
V
Visa Inc.

Financial Services
271
+ 11.59%
$306.92 - $362.71 $83.2K - $98.3K
2.61K $914M
AZO
Autozone Inc

Consumer Cyclical
23
+ 16.55%
$3193.96 - $3828.11 $73.5K - $88K
162 $618M
DGX
Quest Diagnostics Inc

Healthcare
590
+ 18.74%
N/A
3.74K $633M
ROP
Roper Technologies Inc

Industrials
173
+ 21.82%
$502.71 - $593.81 $87K - $103K
966 $570M
VRSN
Verisign Inc

Technology
102
+ 3.72%
$205.1 - $254.74 $20.9K - $26K
2.85K $723M
MKL
Markel Corp

Financial Services
50
+ 16.61%
$1660.14 - $2059.83 $83K - $103K
351 $656M
VRSK
Verisk Analytics, Inc.

Industrials
321
+ 18.7%
$268.63 - $301.33 $86.2K - $96.7K
2.04K $607M
QCOM
Qualcomm Inc

Technology
817
+ 34.52%
$151.94 - $175.86 $124K - $144K
3.18K $489M
MA
Mastercard Inc

Financial Services
171
+ 18.04%
$504.67 - $576.31 $86.3K - $98.5K
1.12K $613M
SPGI
S&P Global Inc.

Financial Services
185
+ 12.66%
$478.26 - $543.77 $88.5K - $101K
1.65K $836M
IDXX
Idexx Laboratories Inc

Healthcare
245
+ 39.77%
$406.29 - $469.04 $99.5K - $115K
861 $362M
Lam Research Corp
1.44K
+ 43.3%
N/A
4.75K $345M
MCO
Moodys Corp

Financial Services
193
+ 17.67%
$437.8 - $527.48 $84.5K - $102K
1.29K $598M
NDAQ
Nasdaq, Inc.

Financial Services
1.17K
+ 14.53%
$72.17 - $83.76 $84.1K - $97.6K
9.18K $697M
GILD
Gilead Sciences, Inc.

Healthcare
56
+ 1.58%
$89.14 - $117.41 $4.99K - $6.57K
3.6K $404M
MSCI
Msci Inc.

Financial Services
159
+ 24.57%
$541.46 - $628.34 $86.1K - $99.9K
806 $456M
ITW
Illinois Tool Works Inc

Industrials
290
+ 11.0%
$244.9 - $274.48 $71K - $79.6K
2.93K $726M
HD
Home Depot, Inc.

Consumer Cyclical
247
+ 16.25%
$347.25 - $424.87 $85.8K - $105K
1.77K $648M
MLI
Mueller Industries Inc

Industrials
1.08K
+ 12.8%
$76.14 - $82.67 $82.2K - $89.2K
9.51K $724M
TPL
Texas Pacific Land Corp

Energy
1
+ 0.54%
$1180.08 - $1431.01 $1.18K - $1.43K
187 $248M
EOG
Eog Resources Inc

Energy
210
+ 9.35%
$120.54 - $138.05 $25.3K - $29K
2.46K $315M
ADSK
Autodesk, Inc.

Technology
327
+ 21.63%
N/A
1.84K $481M
PG
Procter & Gamble CO

Consumer Defensive
162
+ 11.1%
$158.56 - $176.26 $25.7K - $28.6K
1.62K $276M
NVR
Nvr Inc

Consumer Cyclical
11
+ 20.75%
$7062.02 - $8382.63 $77.7K - $92.2K
64 $464M
LMT
Lockheed Martin Corp

Industrials
105
+ 21.88%
$423.19 - $506.29 $44.4K - $53.2K
585 $261M
SNA
Snap On Inc

Industrials
80
+ 9.26%
$324.09 - $358.62 $25.9K - $28.7K
944 $318M
PRU
Prudential Financial Inc

Financial Services
283
+ 13.51%
$105.04 - $122.33 $29.7K - $34.6K
2.38K $266M
AAPL
Apple Inc.

Technology
443
+ 15.23%
$209.68 - $247.1 $92.9K - $109K
3.35K $744M
PH
Parker Hannifin Corp

Industrials
39
+ 7.41%
$591.65 - $707.05 $23.1K - $27.6K
565 $343M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.1K
+ 6.33%
$21.75 - $24.28 $24K - $26.8K
18.5K $409M
ADBE
Adobe Inc.

Technology
156
+ 15.76%
$377.84 - $464.11 $58.9K - $72.4K
1.15K $440M
Activity Summary
Buys All Purchases 57 New Holdings 12 Increased Positions 45 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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