Crestmont Private Wealth LLC Incresed Positions in Q3 2024

Crestmont Private Wealth LLC

  • $229 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.03K
+ 3.1%
$520.18 - $576.82 $1.57M - $1.75M
101K $58B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.1K
+ 2.48%
$475.2 - $527.7 $998K - $1.11M
87K $45.9B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.96K
+ 2.7%
$41.9 - $48.26 $333K - $384K
303K $14.5B
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.33K
+ 0.66%
$21.91 - $26.03 $51.1K - $60.6K
354K $9.07B
Pimco ETF Tr
25.8K
+ 6.72%
N/A
410K $10.9B
VEA
Vanguard Ftse Developed Market

ETFs
3.26K
+ 1.43%
$47.6 - $53.31 $155K - $174K
232K $12.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
873
+ 1.15%
$105.53 - $118.34 $92.1K - $103K
76.5K $8.95B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.8K
+ 1.77%
$57.32 - $62.65 $160K - $175K
161K $10B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
18K
+ 5.3%
$22.38 - $23.66 $403K - $426K
357K $8.37B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
17.2K
+ 7.33%
$23.04 - $24.06 $397K - $415K
252K $6.07B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.26K
+ 42.63%
$24.78 - $25.11 $180K - $182K
24.3K $610M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.78K
+ 42.79%
$23.13 - $23.43 $180K - $182K
26K $608M
MLI
Mueller Industries Inc

Industrials
491
+ 6.13%
$55.73 - $74.1 $27.4K - $36.4K
8.51K $630M
SPGI
S&P Global Inc.

Financial Services
81
+ 5.48%
$446.32 - $527.38 $36.2K - $42.7K
1.56K $805M
NVR
Nvr Inc

Consumer Cyclical
4
+ 8.51%
$7421.51 - $9811.8 $29.7K - $39.2K
51 $500M
NDAQ
Nasdaq, Inc.

Financial Services
534
+ 7.32%
$59.48 - $74.31 $31.8K - $39.7K
7.83K $572M
HD
Home Depot, Inc.

Consumer Cyclical
91
+ 5.89%
$333.64 - $405.2 $30.4K - $36.9K
1.64K $663M
ICE
Intercontinental Exchange, Inc.

Financial Services
232
+ 6.99%
$136.93 - $162.81 $31.8K - $37.8K
3.55K $570M
AAPL
Apple Inc.

Technology
145
+ 4.8%
$207.23 - $234.82 $30K - $34K
3.17K $738M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 7.45%
$405.19 - $478.57 $34.4K - $40.7K
1.23K $564M
ITW
Illinois Tool Works Inc

Industrials
134
+ 5.55%
$233.14 - $263.97 $31.2K - $35.4K
2.55K $668M
MCO
Moodys Corp

Financial Services
69
+ 6.93%
$421.49 - $494.67 $29.1K - $34.1K
1.07K $505M
DGX
Quest Diagnostics Inc

Healthcare
216
+ 7.71%
$137.09 - $137.09 $29.6K - $29.6K
3.02K $468M
MSCI
Msci Inc.

Financial Services
44
+ 7.59%
$479.31 - $584.91 $21.1K - $25.7K
624 $364M
MA
Mastercard Inc

Financial Services
76
+ 9.09%
$429.6 - $500.99 $32.6K - $38.1K
912 $450M
PH
Parker Hannifin Corp

Industrials
4
+ 0.65%
$501.01 - $635.92 $2K - $2.54K
621 $392M
LMT
Lockheed Martin Corp

Industrials
9
+ 1.52%
$460.3 - $584.56 $4.14K - $5.26K
600 $351M
V
Visa Inc.

Financial Services
161
+ 7.04%
$253.74 - $291.56 $40.9K - $46.9K
2.45K $673M
TSLA
Tesla, Inc.

Consumer Cyclical
21
+ 2.07%
$191.76 - $263.26 $4.03K - $5.53K
1.04K $271M
ADSK
Autodesk, Inc.

Technology
98
+ 7.11%
$245.83 - $245.83 $24.1K - $24.1K
1.48K $407M
GILD
Gilead Sciences, Inc.

Healthcare
30
+ 0.73%
$66.59 - $83.99 $2K - $2.52K
4.17K $349M
HAS
Hasbro, Inc.

Consumer Cyclical
67
+ 1.62%
$56.54 - $72.32 $3.79K - $4.85K
4.19K $303M
CAT
Caterpillar Inc

Industrials
9
+ 0.94%
$316.8 - $391.12 $2.85K - $3.52K
964 $377M
VRSN
Verisign Inc

Technology
151
+ 6.11%
$174.18 - $190.64 $26.3K - $28.8K
2.62K $498M
PKG
Packaging Corp Of America

Consumer Cyclical
12
+ 0.73%
$176.32 - $215.7 $2.12K - $2.59K
1.66K $358M
AZO
Autozone Inc

Consumer Cyclical
10
+ 8.13%
$2815.0 - $3212.87 $28.2K - $32.1K
133 $419M
BBY
Best Buy CO Inc

Consumer Cyclical
34
+ 1.36%
$80.23 - $103.29 $2.73K - $3.51K
2.53K $261M
ROP
Roper Technologies Inc

Industrials
90
+ 13.04%
$515.25 - $576.55 $46.4K - $51.9K
780 $434M
IDXX
Idexx Laboratories Inc

Healthcare
66
+ 14.38%
$455.08 - $517.19 $30K - $34.1K
525 $265M
GLW
Corning Inc

Technology
57
+ 1.04%
$37.76 - $46.2 $2.15K - $2.63K
5.55K $251M
AVGO
Broadcom Inc.

Technology
2.38K
+ 911.11%
$136.27 - $1745.86 $324K - $4.15M
2.64K $455M
SNA
Snap On Inc

Industrials
20
+ 1.92%
$255.35 - $289.77 $5.11K - $5.8K
1.06K $307M
MKL
Markel Corp

Financial Services
22
+ 8.3%
$1494.55 - $1645.69 $32.9K - $36.2K
287 $450M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
956
+ 2.31%
$25.04 - $25.21 $23.9K - $24.1K
42.3K $1.07B
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1K
+ 2.32%
$23.88 - $24.01 $24K - $24.1K
44.2K $1.06B
VRSK
Verisk Analytics, Inc.

Industrials
98
+ 6.29%
$260.31 - $285.99 $25.5K - $28K
1.66K $444M
PG
Procter & Gamble CO

Consumer Defensive
32
+ 1.82%
$160.76 - $177.82 $5.14K - $5.69K
1.79K $310M
STX
Seagate Technology Holdings PLC

Technology
33
+ 1.65%
$92.1 - $110.76 $3.04K - $3.66K
2.04K $223M
PRU
Prudential Financial Inc

Financial Services
46
+ 1.87%
$105.53 - $127.32 $4.85K - $5.86K
2.51K $304M
Activity Summary
Buys All Purchases 103 New Holdings 37 Increased Positions 66 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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