Crestmont Private Wealth LLC Top Holdings and 13F Report (2025) About Crestmont Private Wealth LLCInvestment ActivityCrestmont Private Wealth LLC has $231.00 million in total holdings as of March 31, 2025.Crestmont Private Wealth LLC owns shares of 77 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 16.95% of the portfolio was purchased this quarter.About 11.14% of the portfolio was sold this quarter.This quarter, Crestmont Private Wealth LLC has purchased 76 new stocks and bought additional shares in 45 stocks.Crestmont Private Wealth LLC sold shares of 9 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $56,830,941Vanguard S&P 500 ETF $47,512,225PIMCO Multi Sector Bond Active ETF $28,450,332Vanguard FTSE Emerging Markets ETF $13,034,292Vanguard FTSE Developed Markets ETF $12,475,207 Largest New Holdings this Quarter 25434V609 - Dimensional U.S. Targeted Value ETF $9,623,893 Holding74460D109 - Public Storage $287,917 Holding031162100 - Amgen $284,134 Holding418056107 - Hasbro $252,170 Holding35137L204 - FOX $230,448 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 653,726 shares (about $17.23M)Dimensional U.S. Targeted Value ETF 186,908 shares (about $9.62M)JPMorgan Ultra-Short Income ETF 83,247 shares (about $4.21M)Vanguard S&P 500 ETF 4,261 shares (about $2.19M)iShares iBonds Dec 2025 Term Treasury ETF 14,620 shares (about $341.67K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 34,949 shares (about $3.65M)iShares Core S&P Mid-Cap ETF 50,956 shares (about $2.97M)Vanguard FTSE Emerging Markets ETF 21,438 shares (about $970.28K)Dimensional US Real Estate ETF 25,915 shares (about $616.00K)iShares Core S&P 500 ETF 854 shares (about $479.86K) 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$56,830,941$479,861 ▼-0.8%101,14124.6%ETFVOOVanguard S&P 500 ETF$47,512,225$2,189,781 ▲4.8%92,45220.6%ETFPYLDPIMCO Multi Sector Bond Active ETF$28,450,332$17,225,680 ▲153.5%1,079,70912.3%ETFVWOVanguard FTSE Emerging Markets ETF$13,034,292$970,284 ▼-6.9%287,9875.6%ETFVEAVanguard FTSE Developed Markets ETF$12,475,207$171,907 ▲1.4%245,4305.4%ETFJPSTJPMorgan Ultra-Short Income ETF$11,439,785$4,214,791 ▲58.3%225,9495.0%ETFDFATDimensional U.S. Targeted Value ETF$9,623,893$9,623,893 ▲New Holding186,9084.2%ETFDFARDimensional US Real Estate ETF$8,030,742$616,000 ▼-7.1%337,8523.5%ETFIJHiShares Core S&P Mid-Cap ETF$6,628,169$2,973,290 ▼-31.0%113,5932.9%ETFIJRiShares Core S&P Small-Cap ETF$4,489,569$3,654,585 ▼-44.9%42,9341.9%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,817,540$341,612 ▲23.1%72,2680.8%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,811,011$341,669 ▲23.3%77,4930.8%ManufacturingVVisa$914,390$94,979 ▲11.6%2,6090.4%Business ServicesSPGIS&P Global$836,333$93,999 ▲12.7%1,6460.4%Business ServicesBRK.BBerkshire Hathaway$780,230$104,918 ▲15.5%1,4650.3%FinanceGOOGLAlphabet$773,973$83,506 ▲12.1%5,0050.3%Computer and TechnologyGDXJVanEck Junior Gold Miners ETF$770,9990.0%13,4790.3%ETFNVDANVIDIA$754,135$1,843 ▲0.2%6,9580.3%Computer and TechnologyAAPLApple$744,358$98,404 ▲15.2%3,3510.3%Computer and TechnologyICEIntercontinental Exchange$726,053$93,840 ▲14.8%4,2090.3%FinanceITWIllinois Tool Works$725,925$71,923 ▲11.0%2,9270.3%IndustrialsCVXChevron$725,0380.0%4,3340.3%EnergyMLIMueller Industries$723,863$82,155 ▲12.8%9,5070.3%IndustrialsVRSNVeriSign$722,768$25,895 ▲3.7%2,8470.3%Computer and TechnologySTELStellarone$711,672$84,917 ▼-10.7%25,7290.3%FinanceNDAQNasdaq$696,547$88,377 ▲14.5%9,1820.3%FinanceMKLMarkel Group$656,233$93,480 ▲16.6%3510.3%Multi-Sector ConglomeratesHDHome Depot$647,588$90,523 ▲16.3%1,7670.3%Retail/WholesaleDGXQuest Diagnostics$632,639$99,828 ▲18.7%3,7390.3%MedicalAZOAutoZone$617,670$87,694 ▲16.5%1620.3%Retail/WholesaleMAMastercard$613,346$93,728 ▲18.0%1,1190.3%Business ServicesVRSKVerisk Analytics$606,550$95,536 ▲18.7%2,0380.3%Business ServicesMCOMoody's$598,412$89,878 ▲17.7%1,2850.3%FinanceTHTarget Hospitality$592,0160.0%89,9720.3%Consumer DiscretionaryCOPConocoPhillips$584,2480.0%5,5630.3%EnergyROPRoper Technologies$569,534$101,997 ▲21.8%9660.2%Computer and TechnologyQCOMQUALCOMM$489,094$125,499 ▲34.5%3,1840.2%Computer and TechnologyADSKAutodesk$481,450$85,609 ▲21.6%1,8390.2%Computer and TechnologyNVRNVR$463,641$79,688 ▲20.8%640.2%ConstructionMSCIMSCI$455,793$89,915 ▲24.6%8060.2%FinanceADBEAdobe$439,525$59,831 ▲15.8%1,1460.2%Computer and TechnologyGLDSPDR Gold Shares$425,0070.0%1,4750.2%FinanceSCHXSchwab US Large-Cap ETF$409,275$24,354 ▲6.3%18,5360.2%ETFGILDGilead Sciences$403,604$6,275 ▲1.6%3,6020.2%MedicalGDXVanEck Gold Miners ETF$393,7790.0%8,5660.2%ETFAVGOBroadcom$377,220$5,190 ▲1.4%2,2530.2%Computer and TechnologyIDXXIDEXX Laboratories$361,577$102,888 ▲39.8%8610.2%MedicalLAM RESEARCH CORP$345,252$104,324 ▲43.3%4,7490.1%COM NEWPHParker-Hannifin$343,435$23,706 ▲7.4%5650.1%IndustrialsNEMNewmont$321,5400.0%6,6600.1%Basic MaterialsSNASnap-on$318,137$26,961 ▲9.3%9440.1%Consumer DiscretionaryEOGEOG Resources$314,901$26,926 ▲9.3%2,4560.1%EnergyCATCaterpillar$297,480$26,054 ▲9.6%9020.1%IndustrialsPKGPackaging Co. of America$293,664$26,535 ▲9.9%1,4830.1%IndustrialsPSAPublic Storage$287,917$287,917 ▲New Holding9620.1%FinanceRINGiShares MSCI Global Gold Miners ETF$285,2220.0%7,4350.1%ETFAMGNAmgen$284,134$284,134 ▲New Holding9120.1%MedicalXOMExxon Mobil$277,8030.0%2,3360.1%EnergyPGProcter & Gamble$276,421$27,608 ▲11.1%1,6220.1%Consumer StaplesPRUPrudential Financial$265,575$31,605 ▲13.5%2,3780.1%FinanceLMTLockheed Martin$261,490$46,934 ▲21.9%5850.1%AerospaceEMREmerson Electric$257,544$23,682 ▲10.1%2,3490.1%IndustrialsHASHasbro$252,170$252,170 ▲New Holding4,1010.1%Consumer DiscretionaryXOPSPDR S&P Oil & Gas Exploration & Production ETF$250,8060.0%1,9040.1%ETFTPLTexas Pacific Land$247,773$1,325 ▲0.5%1870.1%EnergyFOXFOX$230,448$230,448 ▲New Holding4,3720.1%Consumer DiscretionaryTMUST-Mobile US$214,968$214,968 ▲New Holding8060.1%Computer and TechnologyCTRACoterra Energy$211,695$211,695 ▲New Holding7,3250.1%EnergyGRMNGarmin$209,748$209,748 ▲New Holding9660.1%Computer and TechnologyPSXPhillips 66$209,654$209,654 ▲New Holding1,6980.1%EnergyUPSUnited Parcel Service$205,876$3,299 ▼-1.6%1,8720.1%TransportationLYBLyondellBasell Industries$205,146$1,478 ▼-0.7%2,9140.1%Basic MaterialsRLRalph Lauren$204,405$204,405 ▲New Holding9260.1%Consumer DiscretionaryRSGRepublic Services$201,580$201,580 ▲New Holding8320.1%Business ServicesNFLXNetflix$200,494$200,494 ▲New Holding2150.1%Consumer DiscretionaryFFord Motor$113,053$37,902 ▼-25.1%11,2720.0%Auto/Tires/TrucksEGYVAALCO Energy$41,2280.0%10,9650.0%EnergyGOVTiShares U.S. Treasury Bond ETF$0$8,661,813 ▼-100.0%00.0%ETFSPHYSPDR Portfolio High Yield Bond ETF$0$6,177,633 ▼-100.0%00.0%ETFTSLATesla$0$310,149 ▼-100.0%00.0%Auto/Tires/TrucksUALUnited Airlines$0$255,956 ▼-100.0%00.0%TransportationWHRWhirlpool$0$231,822 ▼-100.0%00.0%Consumer DiscretionaryLULULululemon Athletica$0$226,769 ▼-100.0%00.0%Consumer DiscretionaryABBVAbbVie$0$219,460 ▼-100.0%00.0%MedicalFDSFactSet Research Systems$0$213,725 ▼-100.0%00.0%Business ServicesROSTRoss Stores$0$208,148 ▼-100.0%00.0%Retail/WholesaleDISWalt Disney$0$200,875 ▼-100.0%00.0%Consumer DiscretionarySYYSysco$0$200,860 ▼-100.0%00.0%Consumer StaplesShowing 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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