Crestmont Private Wealth LLC Reduced Holdings in Q4 2024

Crestmont Private Wealth LLC

  • $222 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEM
Newmont Corp

Basic Materials
-192
- 2.8%
$37.0 - $58.68 $7.1K - $11.3K
6.66K $248M
LMT
Lockheed Martin Corp

Industrials
-120
- 20.0%
$479.66 - $614.62 $57.6K - $73.8K
480 $233M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-417
- 3.0%
$42.32 - $55.35 $17.6K - $23.1K
13.5K $576M
CAT
Caterpillar Inc

Industrials
-141
- 14.63%
$360.37 - $416.88 $50.8K - $58.8K
823 $299M
SPGI
S&P Global Inc.

Financial Services
-98
- 6.29%
$480.36 - $529.17 $47.1K - $51.9K
1.46K $728M
HD
Home Depot, Inc.

Consumer Cyclical
-117
- 7.15%
$385.02 - $431.37 $45K - $50.5K
1.52K $591M
PG
Procter & Gamble CO

Consumer Defensive
-329
- 18.39%
$161.05 - $179.7 $53K - $59.1K
1.46K $245M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-267
- 3.02%
$33.77 - $44.09 $9.02K - $11.8K
8.57K $290M
PH
Parker Hannifin Corp

Industrials
-95
- 15.3%
$621.74 - $709.46 $59.1K - $67.4K
526 $335M
PRU
Prudential Financial Inc

Financial Services
-416
- 16.57%
$114.59 - $129.52 $47.7K - $53.9K
2.1K $248M
EMR
Emerson Electric CO

Industrials
-492
- 18.74%
$108.13 - $134.33 $53.2K - $66.1K
2.13K $264M
GILD
Gilead Sciences, Inc.

Healthcare
-621
- 14.9%
$83.95 - $97.9 $52.1K - $60.8K
3.55K $328M
SNA
Snap On Inc

Industrials
-197
- 18.57%
$285.44 - $371.35 $56.2K - $73.2K
864 $293M
F
Ford Motor CO

Consumer Cyclical
-133
- 0.88%
$9.69 - $11.4 $1.29K - $1.52K
15.1K $149M
GLD
Spdr Gold Trust

ETFs
-41
- 2.7%
$236.59 - $257.5 $9.7K - $10.6K
1.48K $357M
AAPL
Apple Inc.

Technology
-258
- 8.15%
$221.69 - $259.02 $57.2K - $66.8K
2.91K $728M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-73
- 3.69%
$125.5 - $148.67 $9.16K - $10.9K
1.9K $252M
MLI
Mueller Industries Inc

Industrials
-78
- 0.92%
$71.2 - $95.34 $5.55K - $7.44K
8.43K $669M
TSLA
Tesla, Inc.

Consumer Cyclical
-269
- 25.94%
$213.65 - $479.86 $57.5K - $129K
768 $310M
UAL
United Airlines Holdings, Inc.

Industrials
-1.01K
- 27.62%
$55.62 - $102.44 $56K - $103K
2.64K $256M
AVGO
Broadcom Inc.

Technology
-417
- 15.8%
$159.67 - $250.0 $66.6K - $104K
2.22K $515M
V
Visa Inc.

Financial Services
-110
- 4.49%
$273.87 - $320.91 $30.1K - $35.3K
2.34K $739M
GOOGL
Alphabet Inc.

Communication Services
-92
- 2.02%
$161.86 - $196.66 $14.9K - $18.1K
4.47K $845M
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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