Crestmont Private Wealth LLC Portfolio Holdings

Crestmont Private Wealth LLC

  • $229 Billion
  • Q3 2024

Crestmont Private Wealth LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $229 Billion distributed in 118 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 $58B, Vanguard Index Fds S&P 500 ETF with a value of $45.9B, Vanguard Ftse Emerging Mkts Et with a value of $14.5B, Vanguard Ftse Developed Market with a value of $12.3B, and Pimco ETF Tr with a value of $10.9B.

Examining the 13F form we can see an increase of $21.3B in the current position value, from $208B to 229B.

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

Portfolio value $229 Billion
ETFs: $185 Billion
Financial Services: $6.73 Billion
Industrials: $6.1 Billion
Technology: $5.25 Billion
Consumer Cyclical: $4.28 Billion
Healthcare: $2.29 Billion
Energy: $2.05 Billion
Communication Services: $1.88 Billion
Other: $3.24 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$974B
$756 Million 0.33% of portfolio
4,557
Q3 2024 Added 7.48%
$341B
$747 Million 0.33% of portfolio
6,151
Q2 2024 Added 890.5%
$3.73T
$738 Million 0.32% of portfolio
3,166
Q3 2024 Added 4.8%
$425B
$663 Million 0.29% of portfolio
1,637
Q3 2024 Added 5.89%
$475B
$673 Million 0.29% of portfolio
2,448
Q3 2024 Added 7.04%
$296B
$638 Million 0.28% of portfolio
4,334
Q3 2024 Reduced 19.81%
$606B
$564 Million 0.25% of portfolio
1,226
Q3 2024 Added 7.45%
$231B
$476 Million 0.21% of portfolio
919
Q3 2024 Added 6.37%
$490B
$450 Million 0.2% of portfolio
912
Q3 2024 Added 9.09%
$208B
$377 Million 0.16% of portfolio
964
Q3 2024 Added 0.94%
$408B
$310 Million 0.14% of portfolio
1,789
Q3 2024 Added 1.82%
$501B
$274 Million 0.12% of portfolio
2,335
Q3 2024 Reduced 92.36%
$698B
$271 Million 0.12% of portfolio
1,037
Q3 2024 Added 2.07%
$276B
$232 Million 0.1% of portfolio
1,126
Q3 2024 New
$333B
$231 Million 0.1% of portfolio
1,170
Q3 2024 New
$392B
$222 Million 0.1% of portfolio
250
Q3 2024 Added 1.63%
$209B
$239 Million 0.1% of portfolio
1,079
Q3 2024 New
$1.3T
$218 Million 0.1% of portfolio
381
Q3 2024 New
$529B
$217 Million 0.09% of portfolio
371
Q3 2024 New
$306B
$216 Million 0.09% of portfolio
304
Q3 2024 Added 1.67%
$302B
$216 Million 0.09% of portfolio
3,001
Q3 2024 New
$214B
$213 Million 0.09% of portfolio
787
Q3 2024 New
$235B
$202 Million 0.09% of portfolio
326
Q3 2024 New
$658B
$201 Million 0.09% of portfolio
951
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $229 Billion
  • Prior Value $208 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 37 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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