Crestmont Private Wealth LLC Top Holdings and 13F Report (2025) About Crestmont Private Wealth LLCInvestment ActivityCrestmont Private Wealth LLC has $276.61 million in total holdings as of June 30, 2025.Crestmont Private Wealth LLC owns shares of 83 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 11.67% of the portfolio was purchased this quarter.About 1.21% of the portfolio was sold this quarter.This quarter, Crestmont Private Wealth LLC has purchased 77 new stocks and bought additional shares in 47 stocks.Crestmont Private Wealth LLC sold shares of 16 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $61,625,981Vanguard S&P 500 ETF $53,713,725PIMCO Multi Sector Bond Active ETF $28,907,341PIMCO ETF TR $16,606,504Vanguard FTSE Emerging Markets ETF $14,267,133 Largest New Holdings this Quarter 72201R775 - PIMCO ETF TR $16,606,504 Holding72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund $9,295,955 Holding464287622 - iShares Russell 1000 ETF $1,535,536 Holding88160R101 - Tesla $247,457 Holding30303M102 - Meta Platforms $233,975 Holding Largest Purchases this Quarter PIMCO ETF TR 180,153 shares (about $16.61M)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 180,996 shares (about $9.30M)iShares Russell 1000 ETF 4,522 shares (about $1.54M)Vanguard S&P 500 ETF 2,109 shares (about $1.20M)PIMCO Multi Sector Bond Active ETF 9,490 shares (about $251.86K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,888 shares (about $1.17M)NVIDIA 2,581 shares (about $407.75K)Dimensional US Real Estate ETF 8,558 shares (about $200.77K)Stellarone 4,000 shares (about $111.92K)iShares Core S&P Small-Cap ETF 919 shares (about $100.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrestmont Private Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$61,625,981$1,172,255 ▼-1.9%99,25322.3%ETFVOOVanguard S&P 500 ETF$53,713,725$1,197,981 ▲2.3%94,56119.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$28,907,341$251,865 ▲0.9%1,089,19910.5%ETFPIMCO ETF TR$16,606,504$16,606,504 ▲New Holding180,1536.0%ACTIVE BD ETFVWOVanguard FTSE Emerging Markets ETF$14,267,133$23,296 ▲0.2%288,4585.2%ETFVEAVanguard FTSE Developed Markets ETF$14,045,212$53,247 ▲0.4%246,3645.1%ETFJPSTJPMorgan Ultra-Short Income ETF$11,613,918$162,835 ▲1.4%229,1624.2%ETFDFATDimensional U.S. Targeted Value ETF$10,070,177$15,379 ▼-0.2%186,6233.6%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$9,295,955$9,295,955 ▲New Holding180,9963.4%ETFDFARDimensional US Real Estate ETF$7,725,237$200,771 ▼-2.5%329,2942.8%ETFIJHiShares Core S&P Mid-Cap ETF$6,962,011$83,045 ▼-1.2%112,2542.5%ETFIJRiShares Core S&P Small-Cap ETF$4,591,778$100,437 ▼-2.1%42,0151.7%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,861,860$42,151 ▲2.3%73,9420.7%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,847,332$37,096 ▲2.0%79,0810.7%ManufacturingIWBiShares Russell 1000 ETF$1,535,536$1,535,536 ▲New Holding4,5220.6%ETFVVisa$991,698$65,332 ▲7.1%2,7930.4%Business ServicesGOOGLAlphabet$939,482$57,451 ▲6.5%5,3310.3%Computer and TechnologyGDXJVanEck Junior Gold Miners ETF$887,795$23,251 ▼-2.6%13,1350.3%ETFSPGIS&P Global$886,902$18,982 ▲2.2%1,6820.3%FinanceVRSNVeriSign$886,327$64,114 ▲7.8%3,0690.3%Computer and TechnologyNDAQNasdaq$869,162$48,108 ▲5.9%9,7200.3%FinanceICEIntercontinental Exchange$823,230$51,005 ▲6.6%4,4870.3%FinanceBRK.BBerkshire Hathaway$778,204$66,551 ▲9.4%1,6020.3%FinanceMKLMarkel Group$774,976$73,902 ▲10.5%3880.3%Multi-Sector ConglomeratesITWIllinois Tool Works$772,904$49,203 ▲6.8%3,1260.3%IndustrialsMLIMueller Industries$770,541$15,020 ▲2.0%9,6960.3%IndustrialsAAPLApple$745,383$57,858 ▲8.4%3,6330.3%Computer and TechnologyDGXQuest Diagnostics$741,333$69,696 ▲10.4%4,1270.3%MedicalVRSKVerisk Analytics$699,318$64,481 ▲10.2%2,2450.3%Business ServicesMCOMoody's$699,216$54,673 ▲8.5%1,3940.3%FinanceHDHome Depot$694,050$46,197 ▲7.1%1,8930.3%Retail/WholesaleNVDANVIDIA$691,493$407,755 ▼-37.1%4,3770.2%Computer and TechnologyAZOAutoZone$660,777$59,396 ▲9.9%1780.2%Retail/WholesaleMAMastercard$656,908$28,097 ▲4.5%1,1690.2%Business ServicesTHTarget Hospitality$640,6010.0%89,9720.2%Consumer DiscretionaryAVGOBroadcom$631,790$10,750 ▲1.7%2,2920.2%Computer and TechnologyROPRoper Technologies$624,658$77,090 ▲14.1%1,1020.2%Computer and TechnologyCVXChevron$620,5880.0%4,3340.2%EnergySTELStellarone$607,986$111,922 ▼-15.5%21,7290.2%FinanceADSKAutodesk$582,611$13,312 ▲2.3%1,8820.2%Computer and TechnologyQCOMQUALCOMM$530,017$22,933 ▲4.5%3,3280.2%Computer and TechnologyNVRNVR$524,382$51,700 ▲10.9%710.2%ConstructionMSCIMSCI$520,796$55,944 ▲12.0%9030.2%FinanceCOPConocoPhillips$499,332$90 ▲0.0%5,5640.2%EnergyLAM RESEARCH CORP$491,275$29,007 ▲6.3%5,0470.2%COM NEWIDXXIDEXX Laboratories$486,997$25,208 ▲5.5%9080.2%MedicalSCHXSchwab US Large-Cap ETF$484,816$31,796 ▲7.0%19,8370.2%ETFADBEAdobe$460,774$17,410 ▲3.9%1,1910.2%Computer and TechnologyGLDSPDR Gold Shares$438,346$11,279 ▼-2.5%1,4380.2%FinanceGDXVanEck Gold Miners ETF$434,545$11,401 ▼-2.6%8,3470.2%ETFPHParker-Hannifin$394,6360.0%5650.1%IndustrialsNEMNewmont$378,626$9,380 ▼-2.4%6,4990.1%Basic MaterialsCATCaterpillar$351,330$1,165 ▲0.3%9050.1%IndustrialsGILDGilead Sciences$321,412$77,942 ▼-19.5%2,8990.1%MedicalRINGiShares MSCI Global Gold Miners ETF$317,248$8,275 ▼-2.5%7,2460.1%ETFEMREmerson Electric$314,659$1,467 ▲0.5%2,3600.1%IndustrialsHASHasbro$306,353$3,617 ▲1.2%4,1500.1%Consumer DiscretionaryNFLXNetflix$301,304$13,391 ▲4.7%2250.1%Consumer DiscretionaryEOGEOG Resources$296,341$2,631 ▲0.9%2,4780.1%EnergySNASnap-On$295,621$1,867 ▲0.6%9500.1%Consumer DiscretionaryPSAPublic Storage$283,150$880 ▲0.3%9650.1%FinancePKGPackaging Corporation of America$280,791$1,319 ▲0.5%1,4900.1%IndustrialsLMTLockheed Martin$272,508$1,390 ▲0.5%5880.1%AerospacePGProcter & Gamble$262,878$4,461 ▲1.7%1,6500.1%Consumer StaplesAMGNAmgen$256,036$1,396 ▲0.5%9170.1%MedicalRLRalph Lauren$253,9830.0%9260.1%Consumer DiscretionaryPRUPrudential Financial$253,129$2,364 ▼-0.9%2,3560.1%FinanceXOMExxon Mobil$251,8350.0%2,3360.1%EnergyTSLATesla$247,457$247,457 ▲New Holding7790.1%Auto/Tires/TrucksMETAMeta Platforms$233,975$233,975 ▲New Holding3170.1%Computer and TechnologyXOPSPDR S&P Oil & Gas Exploration & Production ETF$233,513$6,039 ▼-2.5%1,8560.1%ETFIBMInternational Business Machines$230,518$230,518 ▲New Holding7820.1%Computer and TechnologyLYVLive Nation Entertainment$221,323$221,323 ▲New Holding1,4630.1%Consumer DiscretionaryCBRECBRE Group$218,167$218,167 ▲New Holding1,5570.1%FinanceGEGE Aerospace$215,950$215,950 ▲New Holding8390.1%AerospaceJPMJPMorgan Chase & Co.$212,214$212,214 ▲New Holding7320.1%FinanceUALUnited Airlines$210,621$210,621 ▲New Holding2,6450.1%TransportationUPSUnited Parcel Service$207,005$18,066 ▲9.6%2,0510.1%TransportationRSGRepublic Services$205,2840.0%8320.1%Business ServicesPSXPhillips 66$202,5570.0%1,6980.1%EnergyGRMNGarmin$201,6240.0%9660.1%Computer and TechnologyFFord Motor$120,115$2,181 ▼-1.8%11,0710.0%Auto/Tires/TrucksEGYVaalco Energy$39,5840.0%10,9650.0%EnergyTPLTexas Pacific Land$0$247,773 ▼-100.0%00.0%EnergyFOXFOX$0$230,448 ▼-100.0%00.0%Consumer DiscretionaryTMUST-Mobile US$0$214,968 ▼-100.0%00.0%Computer and TechnologyCTRACoterra Energy$0$211,695 ▼-100.0%00.0%EnergyLYBLyondellBasell Industries$0$205,146 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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