Crestmont Private Wealth LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $208 Billion distributed in 84 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 $53.4B, Vanguard Index Fds S&P 500 ETF with a value of $42.4B, Vanguard Ftse Emerging Mkts Et with a value of $12.9B, Vanguard Ftse Developed Market with a value of $11.3B, and Pimco ETF Tr with a value of $9.84B.
Examining the 13F form we can see an increase of $6B in the current position value, from $202B to 208B.
Below you can find more details about Crestmont Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$208 Billion
ETFs: $169 Billion
Energy: $6.33 Billion
Technology: $4.76 Billion
Industrials: $4.53 Billion
Financial Services: $4.39 Billion
Consumer Cyclical: $2.59 Billion
Healthcare: $1.19 Billion
Communication Services: $974 Million
Other: $1.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions