Crestmont Private Wealth LLC Top Holdings and 13F Report (2024) → The Gold Grab of the Century (From Colonial Metals) (Ad) About Crestmont Private Wealth LLCInvestment ActivityCrestmont Private Wealth LLC has $201.53 million in total holdings as of March 31, 2024.Crestmont Private Wealth LLC owns shares of 59 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.57% of the portfolio was purchased this quarter.About 5.76% of the portfolio was sold this quarter.This quarter, Crestmont Private Wealth LLC has purchased 50 new stocks and bought additional shares in 26 stocks.Crestmont Private Wealth LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $54,482,613Vanguard S&P 500 ETF $43,762,592iShares Core U.S. Aggregate Bond ETF $14,021,678Vanguard FTSE Emerging Markets ETF $12,552,846Vanguard FTSE Developed Markets Index Fund ETF Shares $12,117,560 Largest New Holdings this Quarter iShares iBonds Dec 2024 Term Corporate ETF $903,053 HoldingiShares iBonds Dec 2024 Term Treasury ETF $902,299 HoldingiShares iBonds Dec 2025 Term Corporate ETF $362,573 HoldingiShares iBonds Dec 2025 Term Treasury ETF $362,156 HoldingCaterpillar $230,484 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 130,801 shares (about $7.94M)iShares iBonds Dec 2024 Term Corporate ETF 36,050 shares (about $903.05K)iShares iBonds Dec 2024 Term Treasury ETF 37,690 shares (about $902.30K)iShares iBonds Dec 2025 Term Corporate ETF 14,614 shares (about $362.57K)iShares iBonds Dec 2025 Term Treasury ETF 15,590 shares (about $362.16K) Largest Sales this Quarter iShares Core S&P 500 ETF 7,602 shares (about $4.00M)Vanguard S&P 500 ETF 5,802 shares (about $2.79M)iShares Core U.S. Aggregate Bond ETF 11,605 shares (about $1.14M)Vanguard FTSE Developed Markets Index Fund ETF Shares 16,726 shares (about $839.14K)iShares Core S&P Small-Cap ETF 6,460 shares (about $713.95K) 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$54,482,613$3,996,611 ▼-6.8%103,63227.0%ETFVOOVanguard S&P 500 ETF$43,762,592$2,789,031 ▼-6.0%91,03921.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$14,021,678$1,136,594 ▼-7.5%143,1667.0%FinanceVWOVanguard FTSE Emerging Markets ETF$12,552,846$553,160 ▼-4.2%300,5236.2%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$12,117,560$839,143 ▼-6.5%241,5306.0%ETFIJHiShares Core S&P Mid-Cap ETF$10,068,002$7,944,839 ▲374.2%165,7565.0%ETFIJRiShares Core S&P Small-Cap ETF$8,924,878$713,955 ▼-7.4%80,7544.4%ETFDFARDimensional US Real Estate ETF$8,203,213$531,601 ▼-6.1%366,7064.1%ETFJPSTJPMorgan Ultra-Short Income ETF$6,531,136$519,028 ▼-7.4%129,4583.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$5,817,681$178,976 ▼-3.0%247,9832.9%ETFGOVTiShares U.S. Treasury Bond ETF$3,007,354$339,729 ▼-10.2%132,0751.5%ETFSTELStellarone$2,566,150$6,090 ▼-0.2%105,3431.3%FinanceIBDPiShares iBonds Dec 2024 Term Corporate ETF$903,053$903,053 ▲New Holding36,0500.4%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$902,299$902,299 ▲New Holding37,6900.4%ManufacturingCVXChevron$683,6480.0%4,3340.3%Oils/EnergyGOOGLAlphabet$579,571$126,630 ▲28.0%3,8400.3%Computer and TechnologyNVDANVIDIA$561,1830.0%6210.3%Computer and TechnologyVVisa$542,568$116,384 ▲27.3%1,9440.3%Business ServicesGDXJVanEck Junior Gold Miners ETF$538,3310.0%13,8960.3%ETFSPGIS&P Global$533,089$113,595 ▲27.1%1,2530.3%Business ServicesITWIllinois Tool Works$514,389$118,870 ▲30.1%1,9170.3%Industrial ProductsTHTarget Hospitality$502,1940.0%46,2000.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$500,839$48,780 ▲10.8%1,1910.2%FinanceBNBrookfield$471,163$39,190 ▲9.1%11,2530.2%FinanceICEIntercontinental Exchange$469,323$40,679 ▲9.5%3,4150.2%FinanceNDAQNasdaq$469,275$42,845 ▲10.0%7,4370.2%FinanceHDHome Depot$464,978$120,081 ▲34.8%1,2120.2%Retail/WholesaleCOPConocoPhillips$449,197$5,346 ▼-1.2%3,5290.2%Oils/EnergyLHLaboratory Co. of America$447,843$121,027 ▲37.0%2,0500.2%MedicalNVRNVR$421,198$40,500 ▲10.6%520.2%ConstructionMKLMarkel Group$415,364$50,209 ▲13.8%2730.2%Multi-Sector ConglomeratesMAMastercard$412,714$51,529 ▲14.3%8570.2%Business ServicesMCOMoody's$402,856$51,487 ▲14.7%1,0250.2%FinanceAAPLApple$401,817$95,181 ▲31.0%2,3430.2%Computer and TechnologyMROMarathon Oil$401,4740.0%14,1660.2%Oils/EnergyMURMurphy Oil$401,3740.0%8,7830.2%Oils/EnergyROPRoper Technologies$400,440$52,158 ▲15.0%7140.2%Computer and TechnologyAZOAutoZone$397,108$50,426 ▲14.5%1260.2%Retail/WholesaleMLIMueller Industries$395,846$45,679 ▲13.0%7,3400.2%Industrial ProductsDGXQuest Diagnostics$388,173$54,712 ▲16.4%2,9160.2%MedicalVRSKVerisk Analytics$376,697$51,389 ▲15.8%1,5980.2%Business ServicesIBDQiShares iBonds Dec 2025 Term Corporate ETF$362,573$362,573 ▲New Holding14,6140.2%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$362,156$362,156 ▲New Holding15,5900.2%ManufacturingADSKAutodesk$335,681$32,292 ▲10.6%1,2890.2%Computer and TechnologyMSCIMSCI$320,017$54,924 ▲20.7%5710.2%Computer and TechnologyVRSNVeriSign$317,429$125,266 ▲65.2%1,6750.2%Computer and TechnologyGLDSPDR Gold Shares$313,5170.0%1,5240.2%FinanceEOGEOG Resources$312,641$8,564 ▼-2.7%2,4460.2%Oils/EnergyXOPSPDR S&P Oil & Gas Exploration & Production ETF$306,3320.0%1,9770.2%ETFXOMExxon Mobil$289,3580.0%2,4890.1%Oils/EnergyCTRACoterra Energy$287,4460.0%10,3100.1%Oils/EnergyPSXPhillips 66$285,335$8,003 ▲2.9%1,7470.1%Oils/EnergyGDXVanEck Gold Miners ETF$279,2990.0%8,8330.1%ETFNEMNewmont$245,572$11,433 ▲4.9%6,8520.1%Basic MaterialsCATCaterpillar$230,484$230,484 ▲New Holding6290.1%Industrial ProductsAVGOBroadcom$227,971$227,971 ▲New Holding1720.1%Computer and TechnologyPXDPioneer Natural Resources$226,523$226,523 ▲New Holding8630.1%Oils/EnergyPHParker-Hannifin$220,093$220,093 ▲New Holding3960.1%Industrial ProductsDVNDevon Energy$204,542$204,542 ▲New Holding4,0760.1%Oils/EnergyShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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