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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$355B
$932 Million 0.42% of portfolio
6,941
Q4 2024 Added 12.84%
$970M
$870 Million 0.39% of portfolio
89,972
Q2 2024 Added 94.74%
$1.2T
$845 Million 0.38% of portfolio
4,465
Q4 2024 Reduced 2.02%
-
$816 Million 0.37% of portfolio
-
Q4 2024 Added 0.48%
$540B
$739 Million 0.33% of portfolio
2,338
Q4 2024 Reduced 4.49%
$3.58T
$728 Million 0.33% of portfolio
2,908
Q4 2024 Reduced 8.15%
$167B
$728 Million 0.33% of portfolio
1,461
Q4 2024 Reduced 6.29%
$79.8B
$669 Million 0.3% of portfolio
2,637
Q4 2024 Added 3.45%
$4.6B
$669 Million 0.3% of portfolio
8,428
Q4 2024 Reduced 0.92%
$39.9B
$620 Million 0.28% of portfolio
8,017
Q4 2024 Added 2.36%
$305B
$628 Million 0.28% of portfolio
4,334
Q3 2024 Reduced 19.81%
$424B
$591 Million 0.27% of portfolio
1,520
Q4 2024 Reduced 7.15%
$22.3B
$568 Million 0.26% of portfolio
2,745
Q4 2024 Added 4.65%
$603B
$575 Million 0.26% of portfolio
1,268
Q4 2024 Added 3.43%
$87.9B
$546 Million 0.25% of portfolio
3,665
Q4 2024 Added 3.27%
$130B
$552 Million 0.25% of portfolio
5,563
Q4 2024 Added 62.23%
$24.5B
$520 Million 0.23% of portfolio
301
Q4 2024 Added 4.88%
$99.1B
$515 Million 0.23% of portfolio
2,222
Q4 2024 Reduced 15.8%
$509B
$499 Million 0.22% of portfolio
948
Q4 2024 Added 3.95%
$43.8B
$473 Million 0.21% of portfolio
1,717
Q4 2024 Added 3.68%
$15.6B
$475 Million 0.21% of portfolio
3,149
Q4 2024 Added 4.41%
$26.3B
$433 Million 0.2% of portfolio
53
Q4 2024 Added 3.92%
$202B
$440 Million 0.2% of portfolio
990
Q4 2024 Added 7.73%
$63.3B
$445 Million 0.2% of portfolio
139
Q4 2024 Added 4.51%
$53.1B
$447 Million 0.2% of portfolio
1,512
Q4 2024 Added 2.37%
$56.3B
$412 Million 0.19% of portfolio
793
Q4 2024 Added 1.67%
$49.6B
$388 Million 0.17% of portfolio
647
Q4 2024 Added 3.69%
$193B
$364 Million 0.16% of portfolio
2,367
Q4 2024 Added 14.02%
$87.3B
$335 Million 0.15% of portfolio
526
Q4 2024 Reduced 15.3%
$117B
$328 Million 0.15% of portfolio
3,546
Q4 2024 Reduced 14.9%
$22.5B
$304 Million 0.14% of portfolio
1,349
Q4 2024 Reduced 18.73%
$1.28T
$310 Million 0.14% of portfolio
768
Q4 2024 Reduced 25.94%
$18.6B
$293 Million 0.13% of portfolio
864
Q4 2024 Reduced 18.57%
$215B
$299 Million 0.13% of portfolio
823
Q4 2024 Reduced 14.63%
$77.2B
$264 Million 0.12% of portfolio
2,133
Q4 2024 Reduced 18.74%
$77.3B
$275 Million 0.12% of portfolio
2,246
Q4 2024 Added 2.42%
$34.3B
$256 Million 0.12% of portfolio
2,636
Q4 2024 Reduced 27.62%
$36.2B
$255 Million 0.11% of portfolio
616
Q4 2024 Added 17.33%
$453B
$251 Million 0.11% of portfolio
2,336
Q4 2024 Added 0.04%
$130B
$233 Million 0.11% of portfolio
480
Q4 2024 Reduced 20.0%
$33.4B
$248 Million 0.11% of portfolio
6,660
Q4 2024 Reduced 2.8%
$43.6B
$248 Million 0.11% of portfolio
2,095
Q4 2024 Reduced 16.57%
$389B
$245 Million 0.11% of portfolio
1,460
Q4 2024 Reduced 18.39%
$97B
$240 Million 0.11% of portfolio
1,902
Q4 2024 Added 5.9%
$17.8B
$214 Million 0.1% of portfolio
445
Q4 2024 Added 0.23%
$7.19B
$232 Million 0.1% of portfolio
2,025
Q4 2024 Added 0.3%
$48.9B
$227 Million 0.1% of portfolio
593
Q4 2024 New
$301B
$219 Million 0.1% of portfolio
1,235
Q4 2024 Added 5.56%
$25.2B
$218 Million 0.1% of portfolio
2,935
Q4 2024 Added 2.26%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $222 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Crestmont Private Wealth LLC Portfolio

Follow Crestmont Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestmont Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestmont Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email