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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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