Crestmont Private Wealth LLC Purchases in Q3 2024

Crestmont Private Wealth LLC

  • $229 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.03K
+ 3.1%
$520.18 - $576.82 $1.57M - $1.75M
101K $58B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.1K
+ 2.48%
$475.2 - $527.7 $998K - $1.11M
87K $45.9B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.96K
+ 2.7%
$41.9 - $48.26 $333K - $384K
303K $14.5B
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.33K
+ 0.66%
$21.91 - $26.03 $51.1K - $60.6K
354K $9.07B
Pimco ETF Tr
25.8K
+ 6.72%
N/A
410K $10.9B
VEA
Vanguard Ftse Developed Market

ETFs
3.26K
+ 1.43%
$47.6 - $53.31 $155K - $174K
232K $12.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
873
+ 1.15%
$105.53 - $118.34 $92.1K - $103K
76.5K $8.95B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.8K
+ 1.77%
$57.32 - $62.65 $160K - $175K
161K $10B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
18K
+ 5.3%
$22.38 - $23.66 $403K - $426K
357K $8.37B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
17.2K
+ 7.33%
$23.04 - $24.06 $397K - $415K
252K $6.07B
CBRE
Cbre Group, Inc.

Real Estate
2.12K
New
$85.97 - $124.48 $182K - $263K
2.12K $263M
MHK
Mohawk Industries Inc

Consumer Cyclical
1.57K
New
$108.83 - $162.7 $171K - $256K
1.57K $253M
PSA
Public Storage

Real Estate
692
New
$283.13 - $365.01 $196K - $253K
692 $252M
HCA
Hca Healthcare, Inc.

Healthcare
591
New
$315.12 - $406.43 $186K - $240K
591 $240M
FOX
Fox Corp Cl B (De)

Communication Services
6.18K
New
$31.8 - $38.86 $196K - $240K
6.18K $240M
IBM
International Business Machines Corp

Technology
1.08K
New
$175.1 - $223.38 $189K - $241K
1.08K $239M
SHW
Sherwin Williams CO

Basic Materials
616
New
$294.65 - $384.0 $182K - $237K
616 $235M
EBAY
Ebay Inc

Consumer Cyclical
3.58K
New
$52.61 - $65.44 $188K - $234K
3.58K $233M
TMUS
T Mobile Us, Inc.

Communication Services
1.13K
New
$175.14 - $206.36 $197K - $232K
1.13K $232M
ABBV
Abb Vie Inc.

Healthcare
1.17K
New
$163.84 - $199.33 $192K - $233K
1.17K $231M
CCI
Crown Castle International Corp

Real Estate
1.9K
New
$95.29 - $120.24 $181K - $228K
1.9K $225M
LEN
Lennar Corp

Consumer Cyclical
1.19K
New
$142.5 - $192.45 $169K - $229K
1.19K $223M
FISV
Fiserv Inc

Technology
1.23K
New
N/A
1.23K $221M
LYV
Live Nation Entertainment, Inc.

Communication Services
2.01K
New
$88.06 - $109.5 $177K - $220K
2.01K $220M
AJG
Arthur J. Gallagher & Co.

Financial Services
781
New
$259.22 - $299.75 $202K - $234K
781 $220M
GE
General Electric CO

Industrials
1.16K
New
$156.66 - $189.66 $182K - $220K
1.16K $219M
META
Meta Platforms, Inc.

Communication Services
381
New
$453.41 - $572.44 $173K - $218K
381 $218M
CB
Chubb LTD

Financial Services
753
New
$252.51 - $292.2 $190K - $220K
753 $217M
UNH
Unitedhealth Group Inc

Healthcare
371
New
$488.01 - $604.18 $181K - $224K
371 $217M
KO
Coca Cola CO

Consumer Defensive
3K
New
$62.69 - $73.01 $188K - $219K
3K $216M
EMN
Eastman Chemical CO

Basic Materials
1.91K
New
$93.82 - $113.74 $179K - $217K
1.91K $214M
AXP
American Express CO

Financial Services
787
New
$225.92 - $271.17 $178K - $213K
787 $213M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
184
New
$1015.62 - $1159.62 $187K - $213K
184 $212M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.03K
New
$168.57 - $213.65 $174K - $221K
1.03K $212M
PWR
Quanta Services, Inc.

Industrials
705
New
$239.58 - $298.23 $169K - $210K
705 $210M
CF
Cf Industries Holdings, Inc.

Basic Materials
2.43K
New
$69.38 - $85.8 $169K - $208K
2.43K $208M
UAL
United Airlines Holdings, Inc.

Industrials
3.64K
New
$37.88 - $58.85 $138K - $214K
3.64K $208M
GWW
W.W. Grainger, Inc.

Industrials
198
New
$896.19 - $1044.18 $177K - $207K
198 $206M
TRV
Travelers Companies, Inc.

Financial Services
878
New
$201.87 - $242.35 $177K - $213K
878 $206M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.36K
New
$136.06 - $155.24 $186K - $212K
1.36K $205M
SYY
Sysco Corp

Consumer Defensive
2.63K
New
$69.16 - $78.98 $182K - $207K
2.63K $205M
Labcorp Holdings Inc
916
New
N/A
916 $205M
FDS
Factset Research Systems Inc

Financial Services
444
New
$397.04 - $469.48 $176K - $208K
444 $204M
TMO
Thermo Fisher Scientific Inc.

Healthcare
326
New
$531.86 - $624.21 $173K - $203K
326 $202M
JPM
Jpmorgan Chase & CO

Financial Services
951
New
$194.9 - $224.8 $185K - $214K
951 $201M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.01K
New
$178.41 - $210.18 $180K - $212K
1.01K $200M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.26K
+ 42.63%
$24.78 - $25.11 $180K - $182K
24.3K $610M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.78K
+ 42.79%
$23.13 - $23.43 $180K - $182K
26K $608M
MLI
Mueller Industries Inc

Industrials
491
+ 6.13%
$55.73 - $74.1 $27.4K - $36.4K
8.51K $630M
Activity Summary
Buys All Purchases 103 New Holdings 37 Increased Positions 66 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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