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