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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$166B
$836 Million 0.36% of portfolio
1,646
Q1 2025 Added 12.66%
$26.9B
$723 Million 0.31% of portfolio
2,847
Q1 2025 Added 3.72%
$96.3B
$726 Million 0.31% of portfolio
4,209
Q1 2025 Added 14.84%
$76.2B
$726 Million 0.31% of portfolio
2,927
Q1 2025 Added 11.0%
$37.3B
$697 Million 0.3% of portfolio
9,182
Q1 2025 Added 14.53%
$25.3B
$656 Million 0.28% of portfolio
351
Q1 2025 Added 16.61%
$15.6B
$633 Million 0.27% of portfolio
3,739
Q1 2025 Added 18.74%
$72.4B
$618 Million 0.27% of portfolio
162
Q1 2025 Added 16.55%
$85.3B
$598 Million 0.26% of portfolio
1,285
Q1 2025 Added 17.67%
$46.7B
$607 Million 0.26% of portfolio
2,038
Q1 2025 Added 18.7%
$62.5B
$570 Million 0.25% of portfolio
966
Q1 2025 Added 21.82%
$134B
$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%
$173B
$489 Million 0.21% of portfolio
3,184
Q1 2025 Added 34.52%
$23.3B
$464 Million 0.2% of portfolio
64
Q1 2025 Added 20.75%
$45.2B
$456 Million 0.2% of portfolio
806
Q1 2025 Added 24.57%
$140B
$404 Million 0.17% of portfolio
3,602
Q1 2025 Added 1.58%
$67.8B
$377 Million 0.16% of portfolio
2,253
Q1 2025 Added 1.4%
$35B
$362 Million 0.16% of portfolio
861
Q1 2025 Added 39.77%
$78.1B
$343 Million 0.15% of portfolio
565
Q1 2025 Added 7.41%
$17.9B
$318 Million 0.14% of portfolio
944
Q1 2025 Added 9.26%
$75.2B
$315 Million 0.14% of portfolio
2,456
Q1 2025 Added 9.35%
$38.3B
$322 Million 0.14% of portfolio
6,660
Q4 2024 Reduced 2.8%
$18.6B
$294 Million 0.13% of portfolio
1,483
Q1 2025 Added 9.93%
$174B
$297 Million 0.13% of portfolio
902
Q1 2025 Added 9.6%
$52.5B
$288 Million 0.12% of portfolio
962
Q1 2025 New
$167B
$284 Million 0.12% of portfolio
912
Q1 2025 New
$117B
$261 Million 0.11% of portfolio
585
Q1 2025 Added 21.88%
$10.2B
$248 Million 0.11% of portfolio
187
Q1 2025 Added 0.54%
$41.5B
$266 Million 0.11% of portfolio
2,378
Q1 2025 Added 13.51%
$64.8B
$258 Million 0.11% of portfolio
2,349
Q1 2025 Added 10.13%
$12.2B
$230 Million 0.1% of portfolio
4,372
Q1 2025 New
$59.4B
$210 Million 0.09% of portfolio
1,698
Q1 2025 New
$23B
$212 Million 0.09% of portfolio
7,325
Q1 2025 New
$41.6B
$210 Million 0.09% of portfolio
966
Q1 2025 New
$76.5B
$202 Million 0.09% of portfolio
832
Q1 2025 New
$23B
$205 Million 0.09% of portfolio
2,914
Q1 2025 Reduced 0.72%
$80.2B
$206 Million 0.09% of portfolio
1,872
Q1 2025 Reduced 1.58%
$39.6B
$113 Million 0.05% of portfolio
11,272
Q1 2025 Reduced 25.11%

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
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