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
$303B
$932 Million 0.42% of portfolio
6,941
Q4 2024 Added 12.84%
$543M
$870 Million 0.39% of portfolio
89,972
Q2 2024 Added 94.74%
$974B
$845 Million 0.38% of portfolio
4,465
Q4 2024 Reduced 2.02%
-
$816 Million 0.37% of portfolio
-
Q4 2024 Added 0.48%
$542B
$739 Million 0.33% of portfolio
2,338
Q4 2024 Reduced 4.49%
$3.43T
$728 Million 0.33% of portfolio
2,908
Q4 2024 Reduced 8.15%
$158B
$728 Million 0.33% of portfolio
1,461
Q4 2024 Reduced 6.29%
$78.2B
$669 Million 0.3% of portfolio
2,637
Q4 2024 Added 3.45%
$4.52B
$669 Million 0.3% of portfolio
8,428
Q4 2024 Reduced 0.92%
$36B
$620 Million 0.28% of portfolio
8,017
Q4 2024 Added 2.36%
$307B
$628 Million 0.28% of portfolio
4,334
Q3 2024 Reduced 19.81%
$360B
$591 Million 0.27% of portfolio
1,520
Q4 2024 Reduced 7.15%
$25.3B
$568 Million 0.26% of portfolio
2,745
Q4 2024 Added 4.65%
$656B
$575 Million 0.26% of portfolio
1,268
Q4 2024 Added 3.43%
$95.5B
$546 Million 0.25% of portfolio
3,665
Q4 2024 Added 3.27%
$126B
$552 Million 0.25% of portfolio
5,563
Q4 2024 Added 62.23%
$25B
$520 Million 0.23% of portfolio
301
Q4 2024 Added 4.88%
$79.2B
$515 Million 0.23% of portfolio
2,222
Q4 2024 Reduced 15.8%
$503B
$499 Million 0.22% of portfolio
948
Q4 2024 Added 3.95%
$45.3B
$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%
$23.2B
$433 Million 0.2% of portfolio
53
Q4 2024 Added 3.92%
$184B
$440 Million 0.2% of portfolio
990
Q4 2024 Added 7.73%
$67.5B
$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%
$60.4B
$412 Million 0.19% of portfolio
793
Q4 2024 Added 1.67%
$44.4B
$388 Million 0.17% of portfolio
647
Q4 2024 Added 3.69%
$176B
$364 Million 0.16% of portfolio
2,367
Q4 2024 Added 14.02%
$78.1B
$335 Million 0.15% of portfolio
526
Q4 2024 Reduced 15.3%
$140B
$328 Million 0.15% of portfolio
3,546
Q4 2024 Reduced 14.9%
$18.4B
$304 Million 0.14% of portfolio
1,349
Q4 2024 Reduced 18.73%
$789B
$310 Million 0.14% of portfolio
768
Q4 2024 Reduced 25.94%
$17.6B
$293 Million 0.13% of portfolio
864
Q4 2024 Reduced 18.57%
$179B
$299 Million 0.13% of portfolio
823
Q4 2024 Reduced 14.63%
$66.2B
$264 Million 0.12% of portfolio
2,133
Q4 2024 Reduced 18.74%
$72.6B
$275 Million 0.12% of portfolio
2,246
Q4 2024 Added 2.42%
$24.1B
$256 Million 0.12% of portfolio
2,636
Q4 2024 Reduced 27.62%
$34.6B
$255 Million 0.11% of portfolio
616
Q4 2024 Added 17.33%
$466B
$251 Million 0.11% of portfolio
2,336
Q4 2024 Added 0.04%
$122B
$233 Million 0.11% of portfolio
480
Q4 2024 Reduced 20.0%
$36.7B
$248 Million 0.11% of portfolio
6,660
Q4 2024 Reduced 2.8%
$40.4B
$248 Million 0.11% of portfolio
2,095
Q4 2024 Reduced 16.57%
$398B
$245 Million 0.11% of portfolio
1,460
Q4 2024 Reduced 18.39%
$85.2B
$240 Million 0.11% of portfolio
1,902
Q4 2024 Added 5.9%
$16.6B
$214 Million 0.1% of portfolio
445
Q4 2024 Added 0.23%
$4.96B
$232 Million 0.1% of portfolio
2,025
Q4 2024 Added 0.3%
$38B
$227 Million 0.1% of portfolio
593
Q4 2024 New
$374B
$219 Million 0.1% of portfolio
1,235
Q4 2024 Added 5.56%
$24.2B
$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
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