Crestmont Private Wealth LLC Incresed Positions in Q3 2025

Crestmont Private Wealth LLC

  • $303 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.76K
+ 3.98%
$567.77 - $614.76 $2.14M - $2.31M
98.3K $60.2B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
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
Vanguard Ftse Developed Market

ETFs
4.16K
+ 1.69%
$56.02 - $60.3 $233K - $251K
251K $15B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.94K
+ 1.57%
$53.36 - $59.69 $157K - $175K
190K $11B
BOND
Pimco Active Bond Exchange Tra

ETFs
5.17K
+ 2.87%
$90.83 - $93.81 $470K - $485K
185K $17.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
758
+ 1.8%
$108.46 - $120.63 $82.2K - $91.4K
42.8K $5.08B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.15K
+ 1.02%
$62.09 - $66.51 $71.3K - $76.4K
113K $7.4B
GOOGL
Alphabet Inc.

Communication Services
253
+ 4.75%
$174.36 - $254.72 $44.1K - $64.4K
5.58K $1.36B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.04K
+ 1.68%
$50.9 - $52.37 $155K - $159K
184K $9.62B
MLI
Mueller Industries Inc

Industrials
766
+ 7.9%
$82.07 - $101.7 $62.9K - $77.9K
10.5K $1.06B
Lam Research Corp
622
+ 12.32%
N/A
5.67K $759M
AAPL
Apple Inc.

Technology
218
+ 6.0%
$202.38 - $256.87 $44.1K - $56K
3.85K $981M
DFAR
Dimensional ETF Tr Dimensional

ETFs
3.34K
+ 1.01%
$22.9 - $24.1 $76.4K - $80.4K
333K $7.93B
CVX
Chevron Corp

Energy
826
+ 19.06%
$145.57 - $161.83 $120K - $134K
5.16K $801M
IDXX
Idexx Laboratories Inc

Healthcare
122
+ 13.44%
$514.61 - $682.78 $62.8K - $83.3K
1.03K $658M
ITW
Illinois Tool Works Inc

Industrials
414
+ 13.24%
$252.31 - $269.41 $104K - $112K
3.54K $923M
QCOM
Qualcomm Inc

Technology
747
+ 22.45%
$145.84 - $173.55 $109K - $130K
4.08K $678M
AZO
Autozone Inc

Consumer Cyclical
10
+ 5.62%
$3649.42 - $4354.54 $36.5K - $43.5K
188 $807M
HD
Home Depot, Inc.

Consumer Cyclical
126
+ 6.66%
$357.4 - $423.42 $45K - $53.4K
2.02K $818M
CAT
Caterpillar Inc

Industrials
74
+ 8.18%
$390.92 - $477.15 $28.9K - $35.3K
979 $467M
NVR
Nvr Inc

Consumer Cyclical
8
+ 11.27%
$7301.0 - $8543.0 $58.4K - $68.3K
79 $635M
ADSK
Autodesk, Inc.

Technology
288
+ 15.3%
N/A
2.17K $689M
MA
Mastercard Inc

Financial Services
163
+ 13.94%
$550.18 - $598.96 $89.7K - $97.6K
1.33K $758M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
141
+ 8.8%
$459.11 - $506.91 $64.7K - $71.5K
1.74K $876M
DGX
Quest Diagnostics Inc

Healthcare
251
+ 6.08%
N/A
4.38K $834M
PKG
Packaging Corp Of America

Consumer Cyclical
146
+ 9.8%
$191.41 - $220.25 $27.9K - $32.2K
1.64K $357M
ADBE
Adobe Inc.

Technology
304
+ 25.52%
$333.65 - $392.1 $101K - $119K
1.5K $527M
GRMN
Garmin LTD

Technology
123
+ 12.73%
$211.13 - $246.22 $26K - $30.3K
1.09K $268M
PH
Parker Hannifin Corp

Industrials
42
+ 7.43%
$697.13 - $769.67 $29.3K - $32.3K
607 $460M
RL
Ralph Lauren Corp

Consumer Cyclical
93
+ 10.04%
$272.1 - $320.75 $25.3K - $29.8K
1.02K $320M
SNA
Snap On Inc

Industrials
90
+ 9.47%
$313.01 - $346.53 $28.2K - $31.2K
1.04K $360M
SCHX
Schwab Strategic Tr Us Large C

ETFs
892
+ 4.5%
$24.46 - $26.5 $21.8K - $23.6K
20.7K $546M
LMT
Lockheed Martin Corp

Industrials
69
+ 11.73%
$410.74 - $499.21 $28.3K - $34.4K
657 $328M
MSCI
Msci Inc.

Financial Services
97
+ 10.74%
$526.48 - $588.0 $51.1K - $57K
1K $567M
MCO
Moodys Corp

Financial Services
151
+ 10.83%
$472.69 - $521.32 $71.4K - $78.7K
1.55K $736M
HAS
Hasbro, Inc.

Consumer Cyclical
370
+ 8.92%
$73.92 - $81.85 $27.4K - $30.3K
4.52K $343M
SPGI
S&P Global Inc.

Financial Services
215
+ 12.78%
$484.94 - $564.15 $104K - $121K
1.9K $923M
AMGN
Amgen Inc

Healthcare
107
+ 11.67%
$271.18 - $309.22 $29K - $33.1K
1.02K $289M
GILD
Gilead Sciences, Inc.

Healthcare
273
+ 9.42%
$108.22 - $120.47 $29.5K - $32.9K
3.17K $352M
NDAQ
Nasdaq, Inc.

Financial Services
450
+ 4.63%
$86.73 - $96.94 $39K - $43.6K
10.2K $900M
PSA
Public Storage

Real Estate
113
+ 11.71%
$271.94 - $298.09 $30.7K - $33.7K
1.08K $311M
EMR
Emerson Electric CO

Industrials
223
+ 9.45%
$128.6 - $149.63 $28.7K - $33.4K
2.58K $339M
PRU
Prudential Financial Inc

Financial Services
290
+ 12.31%
$100.68 - $109.89 $29.2K - $31.9K
2.65K $274M
PG
Procter & Gamble CO

Consumer Defensive
198
+ 12.0%
$150.47 - $161.22 $29.8K - $31.9K
1.85K $284M
F
Ford Motor CO

Consumer Cyclical
227
+ 2.05%
$10.82 - $12.09 $2.46K - $2.74K
11.3K $135M
VRSN
Verisign Inc

Technology
146
+ 4.76%
$263.02 - $305.98 $38.4K - $44.7K
3.22K $899M
V
Visa Inc.

Financial Services
148
+ 5.3%
$332.09 - $358.86 $49.1K - $53.1K
2.94K $1B
ICE
Intercontinental Exchange, Inc.

Financial Services
462
+ 10.3%
$167.28 - $188.45 $77.3K - $87.1K
4.95K $834M
Activity Summary
Buys All Purchases 68 New Holdings 13 Increased Positions 55 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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