Crestmont Private Wealth LLC Purchases and Sells in Q4 2024

Crestmont Private Wealth LLC

$222 Billion
Q4 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.42K + 1.41%	$570.51 - $610.59 $810K - $866K	102K $60B
VOO	1.23K + 1.41%	$521.84 - $558.82 $640K - $685K	88.2K $47.5B
IBDQ	34.4K + 141.58%	$25.0 - $25.11 $860K - $864K	58.7K $1.47B
IBTF	36.9K + 142.22%	$23.25 - $23.37 $858K - $863K	62.9K $1.47B
JPST	9.26K + 6.94%	$50.37 - $50.6 $466K - $469K	143K $7.19B
GOVT	19.9K + 5.57%	$22.39 - $23.45 $445K - $466K	377K $8.66B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	17.4K New	$22.4 - $68.28 $390K - $1.19M	17.4K $404M
LAM RESEARCH CORP	3.31K New	N/A	3.31K $239M
LULU	593 New	$260.53 - $404.79 $154K - $240K	593 $227M
TPL	186 New	$915.49 - $1730.0 $170K - $322K	186 $206M
DIS	1.8K New	$92.39 - $117.6 $167K - $212K	1.8K $201M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEM	-192 - 2.8%	$37.0 - $58.68 $7.1K - $11.3K	6.66K $248M
LMT	-120 - 20.0%	$479.66 - $614.62 $57.6K - $73.8K	480 $233M
GDXJ	-417 - 3.0%	$42.32 - $55.35 $17.6K - $23.1K	13.5K $576M
CAT	-141 - 14.63%	$360.37 - $416.88 $50.8K - $58.8K	823 $299M
SPGI	-98 - 6.29%	$480.36 - $529.17 $47.1K - $51.9K	1.46K $728M
HD	-117 - 7.15%	$385.02 - $431.37 $45K - $50.5K	1.52K $591M

Activity Summary All Purchases 47 New Holdings 5 Increased Positions 42 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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