Crestmont Private Wealth LLC Portfolio Holdings
Crestmont Private Wealth LLC
- $222 Billion
- Q4 2024
Crestmont Private Wealth LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $222 Billion distributed in 76 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 $60B, Vanguard Index Fds S&P 500 ETF with a value of $47.5B, Vanguard Ftse Emerging Mkts Et with a value of $13.6B, Vanguard Ftse Developed Market with a value of $11.6B, and Pimco ETF Tr with a value of $11B.
Examining the 13F form we can see an decrease of $6.53B in the current position value, from $229B to 222B.
Below you can find more details about Crestmont Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$222 Billion
ETFs: $188 Billion
Financial Services: $5.59 Billion
Industrials: $5.01 Billion
Technology: $3.99 Billion
Consumer Cyclical: $2.9 Billion
Energy: $1.96 Billion
Healthcare: $1.28 Billion
Communication Services: $1.05 Billion
Other: $911 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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