Crestmont Private Wealth LLC Portfolio Holdings

Crestmont Private Wealth LLC

  • $231 Billion
  • Q1 2025

Crestmont Private Wealth LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $231 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $56.8B, Vanguard Index Fds S&P 500 ETF with a value of $47.5B, Pimco ETF Tr with a value of $28.5B, Vanguard Ftse Emerging Mkts Et with a value of $13B, and Vanguard Ftse Developed Market with a value of $12.5B.

Examining the 13F form we can see an increase of $8.7B in the current position value, from $222B to 231B.

Below you can find more details about Crestmont Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $231 Billion
ETFs: $176 Billion
Financial Services: $6.54 Billion
Industrials: $5.1 Billion
Technology: $4.22 Billion
Energy: $2.61 Billion
Consumer Cyclical: $2.59 Billion
Healthcare: $1.68 Billion
Communication Services: $1.42 Billion
Other: $1.09 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$574B
$914 Million 0.4% of portfolio
2,609
Q1 2025 Added 11.59%
$170B
$836 Million 0.36% of portfolio
1,646
Q1 2025 Added 12.66%
$631B
$780 Million 0.34% of portfolio
1,465
Q1 2025 Added 15.54%
$1.14T
$774 Million 0.34% of portfolio
5,005
Q1 2025 Added 12.09%
$427B
$754 Million 0.33% of portfolio
6,958
Q1 2025 Added 0.24%
$3.41T
$744 Million 0.32% of portfolio
3,351
Q1 2025 Added 15.23%
-
$712 Million 0.31% of portfolio
-
Q1 2025 Reduced 10.66%
$293B
$725 Million 0.31% of portfolio
4,334
Q3 2024 Reduced 19.81%
$4.74B
$724 Million 0.31% of portfolio
9,507
Q1 2025 Added 12.8%
$30.1B
$723 Million 0.31% of portfolio
2,847
Q1 2025 Added 3.72%
$101B
$726 Million 0.31% of portfolio
4,209
Q1 2025 Added 14.84%
$78.2B
$726 Million 0.31% of portfolio
2,927
Q1 2025 Added 11.0%
$43.8B
$697 Million 0.3% of portfolio
9,182
Q1 2025 Added 14.53%
$27B
$656 Million 0.28% of portfolio
351
Q1 2025 Added 16.61%
$373B
$648 Million 0.28% of portfolio
1,767
Q1 2025 Added 16.25%
$15.6B
$633 Million 0.27% of portfolio
3,739
Q1 2025 Added 18.74%
$70.8B
$618 Million 0.27% of portfolio
162
Q1 2025 Added 16.55%
$91.6B
$598 Million 0.26% of portfolio
1,285
Q1 2025 Added 17.67%
$733M
$592 Million 0.26% of portfolio
89,972
Q2 2024 Added 94.74%
$47B
$607 Million 0.26% of portfolio
2,038
Q1 2025 Added 18.7%
$58.5B
$570 Million 0.25% of portfolio
966
Q1 2025 Added 21.82%
$116B
$584 Million 0.25% of portfolio
5,563
Q4 2024 Added 62.23%
$53.1B
$481 Million 0.21% of portfolio
1,839
Q1 2025 Added 21.63%
$179B
$489 Million 0.21% of portfolio
3,184
Q1 2025 Added 34.52%
$23.7B
$464 Million 0.2% of portfolio
64
Q1 2025 Added 20.75%
$46.2B
$456 Million 0.2% of portfolio
806
Q1 2025 Added 24.57%
$171B
$440 Million 0.19% of portfolio
1,146
Q1 2025 Added 15.76%
$136B
$404 Million 0.17% of portfolio
3,602
Q1 2025 Added 1.58%
$117B
$377 Million 0.16% of portfolio
2,253
Q1 2025 Added 1.4%
$43.4B
$362 Million 0.16% of portfolio
861
Q1 2025 Added 39.77%
$91.4B
$343 Million 0.15% of portfolio
565
Q1 2025 Added 7.41%
$17.5B
$318 Million 0.14% of portfolio
944
Q1 2025 Added 9.26%
$68.3B
$315 Million 0.14% of portfolio
2,456
Q1 2025 Added 9.35%
$47.5B
$322 Million 0.14% of portfolio
6,660
Q4 2024 Reduced 2.8%
$18.9B
$294 Million 0.13% of portfolio
1,483
Q1 2025 Added 9.93%
$216B
$297 Million 0.13% of portfolio
902
Q1 2025 Added 9.6%
$50B
$288 Million 0.12% of portfolio
962
Q1 2025 New
$450B
$278 Million 0.12% of portfolio
2,336
Q4 2024 Added 0.04%
$367B
$276 Million 0.12% of portfolio
1,622
Q1 2025 Added 11.1%
$158B
$284 Million 0.12% of portfolio
912
Q1 2025 New
$121B
$261 Million 0.11% of portfolio
585
Q1 2025 Added 21.88%
$10.7B
$252 Million 0.11% of portfolio
4,101
Q1 2025 New
$7.48B
$248 Million 0.11% of portfolio
187
Q1 2025 Added 0.54%
$38B
$266 Million 0.11% of portfolio
2,378
Q1 2025 Added 13.51%
$84.5B
$258 Million 0.11% of portfolio
2,349
Q1 2025 Added 10.13%
$12.3B
$230 Million 0.1% of portfolio
4,372
Q1 2025 New
$549B
$200 Million 0.09% of portfolio
215
Q1 2025 New
$60.6B
$210 Million 0.09% of portfolio
1,698
Q1 2025 New
$18.4B
$212 Million 0.09% of portfolio
7,325
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $231 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Crestmont Private Wealth LLC Portfolio

Follow Crestmont Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestmont Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestmont Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email