Crestmont Private Wealth LLC Incresed Positions in Q4 2024

Crestmont Private Wealth LLC

  • $222 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.42K
+ 1.41%
$570.51 - $610.59 $810K - $866K
102K $60B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.23K
+ 1.41%
$521.84 - $558.82 $640K - $685K
88.2K $47.5B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
34.4K
+ 141.58%
$25.0 - $25.11 $860K - $864K
58.7K $1.47B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
36.9K
+ 142.22%
$23.25 - $23.37 $858K - $863K
62.9K $1.47B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.26K
+ 6.94%
$50.37 - $50.6 $466K - $469K
143K $7.19B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
19.9K
+ 5.57%
$22.39 - $23.45 $445K - $466K
377K $8.66B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.64K
+ 2.26%
$61.68 - $67.87 $225K - $247K
165K $10.3B
COP
Conocophillips

Energy
2.13K
+ 62.23%
$95.12 - $114.72 $203K - $245K
5.56K $552M
NVDA
Nvidia Corp

Technology
790
+ 12.84%
$117.0 - $148.88 $92.4K - $118K
6.94K $932M
Pimco ETF Tr
16.2K
+ 3.96%
N/A
426K $11B
STEL
Stellar Bancorp Inc
139
+ 0.48%
N/A
28.8K $816M
VRSN
Verisign Inc

Technology
122
+ 4.65%
$176.68 - $206.96 $21.6K - $25.2K
2.75K $568M
MKL
Markel Corp

Financial Services
14
+ 4.88%
$1542.01 - $1785.11 $21.6K - $25K
301 $520M
MA
Mastercard Inc

Financial Services
36
+ 3.95%
$491.3 - $536.15 $17.7K - $19.3K
948 $499M
NDAQ
Nasdaq, Inc.

Financial Services
185
+ 2.36%
$70.87 - $83.05 $13.1K - $15.4K
8.02K $620M
ADSK
Autodesk, Inc.

Technology
35
+ 2.37%
N/A
1.51K $447M
VRSK
Verisk Analytics, Inc.

Industrials
61
+ 3.68%
$262.86 - $294.75 $16K - $18K
1.72K $473M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.39K
+ 1.82%
$113.92 - $127.38 $158K - $177K
77.9K $8.97B
AZO
Autozone Inc

Consumer Cyclical
6
+ 4.51%
$2981.19 - $3370.27 $17.9K - $20.2K
139 $445M
MSCI
Msci Inc.

Financial Services
23
+ 3.69%
$569.09 - $635.99 $13.1K - $14.6K
647 $388M
WHR
Whirlpool Corp

Consumer Cyclical
6
+ 0.3%
$99.28 - $124.45 $596 - $747
2.03K $232M
MCO
Moodys Corp

Financial Services
27
+ 2.54%
$454.04 - $500.88 $12.3K - $13.5K
1.09K $517M
QCOM
Qualcomm Inc

Technology
291
+ 14.02%
$150.4 - $178.04 $43.8K - $51.8K
2.37K $364M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 3.43%
$442.29 - $483.08 $18.6K - $20.3K
1.27K $575M
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.23%
$449.69 - $495.72 $450 - $496
445 $214M
DGX
Quest Diagnostics Inc

Healthcare
133
+ 4.41%
N/A
3.15K $475M
EOG
Eog Resources Inc

Energy
53
+ 2.42%
$118.22 - $136.54 $6.27K - $7.24K
2.25K $275M
ROST
Ross Stores, Inc.

Consumer Cyclical
12
+ 0.88%
$138.59 - $156.61 $1.66K - $1.88K
1.38K $208M
ITW
Illinois Tool Works Inc

Industrials
88
+ 3.45%
$253.56 - $278.5 $22.3K - $24.5K
2.64K $669M
UPS
United Parcel Service Inc

Industrials
106
+ 5.9%
$122.65 - $138.35 $13K - $14.7K
1.9K $240M
IDXX
Idexx Laboratories Inc

Healthcare
91
+ 17.33%
$406.92 - $495.42 $37K - $45.1K
616 $255M
ABBV
Abb Vie Inc.

Healthcare
65
+ 5.56%
$164.99 - $203.87 $10.7K - $13.3K
1.24K $219M
ROP
Roper Technologies Inc

Industrials
13
+ 1.67%
$519.85 - $575.95 $6.76K - $7.49K
793 $412M
XOM
Exxon Mobil Corp

Energy
1
+ 0.04%
$105.51 - $125.37 $106 - $125
2.34K $251M
ICE
Intercontinental Exchange, Inc.

Financial Services
116
+ 3.27%
$148.29 - $166.93 $17.2K - $19.4K
3.67K $546M
ADBE
Adobe Inc.

Technology
71
+ 7.73%
$437.39 - $552.96 $31.1K - $39.3K
990 $440M
LYB
Lyondell Basell Industries N.V.

Basic Materials
65
+ 2.26%
$72.97 - $96.75 $4.74K - $6.29K
2.94K $218M
NVR
Nvr Inc

Consumer Cyclical
2
+ 3.92%
$8101.21 - $9940.51 $16.2K - $19.9K
53 $433M
DFAR
Dimensional ETF Tr Dimensional

ETFs
10.1K
+ 2.85%
$22.72 - $25.76 $229K - $260K
364K $8.46B
VEA
Vanguard Ftse Developed Market

ETFs
9.97K
+ 4.3%
$47.57 - $52.44 $474K - $523K
242K $11.6B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.81K
+ 2.25%
$44.04 - $49.49 $300K - $337K
309K $13.6B
Activity Summary
Buys All Purchases 47 New Holdings 5 Increased Positions 42 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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