Crestmont Private Wealth LLC Top Holdings and 13F Report (2025) About Crestmont Private Wealth LLCInvestment ActivityCrestmont Private Wealth LLC has $222.30 million in total holdings as of December 31, 2024.Crestmont Private Wealth LLC owns shares of 76 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.70% of the portfolio was purchased this quarter.About 6.05% of the portfolio was sold this quarter.This quarter, Crestmont Private Wealth LLC has purchased 118 new stocks and bought additional shares in 42 stocks.Crestmont Private Wealth LLC sold shares of 24 stocks and completely divested from 47 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $60,042,395Vanguard S&P 500 ETF $47,517,950Vanguard FTSE Emerging Markets ETF $13,627,077Vanguard FTSE Developed Markets ETF $11,574,735PIMCO Multi Sector Bond Active ETF $11,041,479 Largest New Holdings this Quarter Schwab US Large-Cap ETF $404,097 HoldingLAM RESEARCH CORP $239,370 HoldingLululemon Athletica $226,769 HoldingTexas Pacific Land $205,709 HoldingWalt Disney $200,875 Holding Largest Purchases this Quarter iShares iBonds Dec 2025 Term Corporate ETF 34,393 shares (about $861.54K)iShares iBonds Dec 2025 Term Treasury ETF 36,916 shares (about $860.88K)iShares Core S&P 500 ETF 1,419 shares (about $835.34K)Vanguard S&P 500 ETF 1,226 shares (about $660.58K)Vanguard FTSE Developed Markets ETF 9,970 shares (about $476.77K) Largest Sales this Quarter Tesla 269 shares (about $108.63K)United Airlines 1,006 shares (about $97.68K)Broadcom 417 shares (about $96.68K)Packaging Co. of America 311 shares (about $70.02K)Snap-on 197 shares (about $66.88K) 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$60,042,395$835,337 ▲1.4%101,99527.0%ETFVOOVanguard S&P 500 ETF$47,517,950$660,578 ▲1.4%88,19121.4%ETFVWOVanguard FTSE Emerging Markets ETF$13,627,077$299,692 ▲2.2%309,4256.1%ETFVEAVanguard FTSE Developed Markets ETF$11,574,735$476,765 ▲4.3%242,0485.2%ETFPYLDPIMCO Multi Sector Bond Active ETF$11,041,479$421,019 ▲4.0%425,9835.0%ETFIJHiShares Core S&P Mid-Cap ETF$10,253,036$226,870 ▲2.3%164,5494.6%ETFIJRiShares Core S&P Small-Cap ETF$8,973,737$160,157 ▲1.8%77,8834.0%ETFGOVTiShares U.S. Treasury Bond ETF$8,661,813$457,073 ▲5.6%376,9283.9%ETFDFARDimensional US Real Estate ETF$8,464,858$234,422 ▲2.8%363,7673.8%ETFJPSTJPMorgan Ultra-Short Income ETF$7,187,884$466,425 ▲6.9%142,7023.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$6,177,633$252,678 ▲4.3%263,2142.8%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,470,059$861,545 ▲141.6%58,6850.7%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,466,198$860,881 ▲142.2%62,8730.7%ManufacturingNVDANVIDIA$932,140$106,093 ▲12.8%6,9410.4%Computer and TechnologyTHTarget Hospitality$869,5790.0%89,9720.4%Consumer DiscretionaryGOOGLAlphabet$845,225$17,416 ▼-2.0%4,4650.4%Computer and TechnologySTELStellarone$816,456$3,941 ▲0.5%28,7990.4%FinanceVVisa$738,935$34,766 ▼-4.5%2,3380.3%Business ServicesAAPLApple$728,221$64,608 ▼-8.1%2,9080.3%Computer and TechnologySPGIS&P Global$727,622$48,807 ▼-6.3%1,4610.3%Business ServicesMLIMueller Industries$668,846$6,190 ▼-0.9%8,4280.3%Industrial ProductsITWIllinois Tool Works$668,638$22,313 ▲3.5%2,6370.3%Industrial ProductsCVXChevron$627,7390.0%4,3340.3%Oils/EnergyNDAQNasdaq$619,794$14,302 ▲2.4%8,0170.3%FinanceHDHome Depot$591,265$45,512 ▼-7.1%1,5200.3%Retail/WholesaleGDXJVanEck Junior Gold Miners ETF$576,227$17,827 ▼-3.0%13,4790.3%ETFBRK.BBerkshire Hathaway$574,759$19,038 ▲3.4%1,2680.3%FinanceVRSNVeriSign$568,105$25,249 ▲4.7%2,7450.3%Computer and TechnologyCOPConocoPhillips$551,703$211,637 ▲62.2%5,5630.2%Oils/EnergyICEIntercontinental Exchange$546,122$17,285 ▲3.3%3,6650.2%FinanceMKLMarkel Group$519,595$24,167 ▲4.9%3010.2%Multi-Sector ConglomeratesMCOMoody's$516,920$12,781 ▲2.5%1,0920.2%FinanceAVGOBroadcom$515,148$96,677 ▼-15.8%2,2220.2%Computer and TechnologyMAMastercard$499,188$18,957 ▲3.9%9480.2%Business ServicesDGXQuest Diagnostics$475,058$20,064 ▲4.4%3,1490.2%MedicalVRSKVerisk Analytics$472,913$16,801 ▲3.7%1,7170.2%Business ServicesADSKAutodesk$446,902$10,345 ▲2.4%1,5120.2%Computer and TechnologyAZOAutoZone$445,078$19,212 ▲4.5%1390.2%Retail/WholesaleADBEAdobe$440,233$31,572 ▲7.7%9900.2%Computer and TechnologyNVRNVR$433,482$16,358 ▲3.9%530.2%ConstructionROPRoper Technologies$412,241$6,758 ▲1.7%7930.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$404,097$404,097 ▲New Holding17,4330.2%ETFMSCIMSCI$388,206$13,800 ▲3.7%6470.2%FinanceQCOMQUALCOMM$363,619$44,703 ▲14.0%2,3670.2%Computer and TechnologyGLDSPDR Gold Shares$357,142$9,927 ▼-2.7%1,4750.2%FinancePHParker-Hannifin$334,552$60,423 ▼-15.3%5260.2%Industrial ProductsGILDGilead Sciences$327,544$57,362 ▼-14.9%3,5460.1%MedicalTSLATesla$310,149$108,633 ▼-25.9%7680.1%Auto/Tires/TrucksPKGPackaging Co. of America$303,700$70,015 ▼-18.7%1,3490.1%Industrial ProductsCATCaterpillar$298,551$51,149 ▼-14.6%8230.1%Industrial ProductsSNASnap-on$293,311$66,878 ▼-18.6%8640.1%Consumer DiscretionaryGDXVanEck Gold Miners ETF$290,473$9,054 ▼-3.0%8,5660.1%ETFEOGEOG Resources$275,261$6,495 ▲2.4%2,2460.1%Oils/EnergyEMREmerson Electric$264,343$60,974 ▼-18.7%2,1330.1%Industrial ProductsUALUnited Airlines$255,956$97,683 ▼-27.6%2,6360.1%TransportationIDXXIDEXX Laboratories$254,679$37,623 ▲17.3%6160.1%MedicalXOPSPDR S&P Oil & Gas Exploration & Production ETF$252,062$9,664 ▼-3.7%1,9040.1%ETFXOMExxon Mobil$251,238$108 ▲0.0%2,3360.1%Oils/EnergyPRUPrudential Financial$248,320$49,308 ▼-16.6%2,0950.1%FinanceNEMNewmont$247,881$7,146 ▼-2.8%6,6600.1%Basic MaterialsPGProcter & Gamble$244,769$55,157 ▼-18.4%1,4600.1%Consumer StaplesUPSUnited Parcel Service$239,814$13,365 ▲5.9%1,9020.1%TransportationLAM RESEARCH CORP$239,370$239,370 ▲New Holding3,3140.1%COM NEWLMTLockheed Martin$233,419$58,355 ▼-20.0%4800.1%AerospaceWHRWhirlpool$231,822$687 ▲0.3%2,0250.1%Consumer DiscretionaryLULULululemon Athletica$226,769$226,769 ▲New Holding5930.1%Consumer DiscretionaryABBVAbbVie$219,460$11,551 ▲5.6%1,2350.1%MedicalLYBLyondellBasell Industries$217,982$4,828 ▲2.3%2,9350.1%Basic MaterialsFDSFactSet Research Systems$213,725$480 ▲0.2%4450.1%Business ServicesRINGiShares MSCI Global Gold Miners ETF$209,0090.0%7,4350.1%ETFROSTRoss Stores$208,148$1,815 ▲0.9%1,3760.1%Retail/WholesaleTPLTexas Pacific Land$205,709$205,709 ▲New Holding1860.1%Oils/EnergyDISWalt Disney$200,875$200,875 ▲New Holding1,8040.1%Consumer DiscretionarySYYSysco$200,8600.0%2,6270.1%Consumer StaplesFFord Motor$149,000$1,317 ▼-0.9%15,0510.1%Auto/Tires/TrucksEGYVAALCO Energy$47,9170.0%10,9650.0%Oils/EnergyIBDPiShares iBonds Dec 2024 Term Corporate ETF$0$1,065,475 ▼-100.0%00.0%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$0$1,060,896 ▼-100.0%00.0%ManufacturingAMGNAmgen$0$316,410 ▼-100.0%00.0%MedicalHASHasbro$0$303,238 ▼-100.0%00.0%Consumer DiscretionaryCBRECBRE Group$0$263,275 ▼-100.0%00.0%FinanceBBYBest Buy$0$261,246 ▼-100.0%00.0%Retail/WholesaleMHKMohawk Industries$0$252,589 ▼-100.0%00.0%Consumer DiscretionaryPSAPublic Storage$0$251,798 ▼-100.0%00.0%FinanceGLWCorning$0$250,718 ▼-100.0%00.0%Computer and TechnologyADMArcher-Daniels-Midland$0$246,786 ▼-100.0%00.0%Consumer StaplesHCAHCA Healthcare$0$240,200 ▼-100.0%00.0%MedicalFOXFOX$0$239,745 ▼-100.0%00.0%Consumer DiscretionaryIBMInternational Business Machines$0$238,545 ▼-100.0%00.0%Computer and TechnologySHWSherwin-Williams$0$235,109 ▼-100.0%00.0%Basic MaterialsEBAYeBay$0$233,029 ▼-100.0%00.0%Retail/WholesaleTMUST-Mobile US$0$232,361 ▼-100.0%00.0%Computer and TechnologyCCICrown Castle$0$224,922 ▼-100.0%00.0%FinanceSTXSeagate Technology$0$223,332 ▼-100.0%00.0%Computer and TechnologyPSXPhillips 66$0$223,186 ▼-100.0%00.0%Oils/EnergyMROMarathon Oil$0$222,982 ▼-100.0%00.0%Oils/EnergyLENLennar$0$222,914 ▼-100.0%00.0%ConstructionCOSTCostco Wholesale$0$221,630 ▼-100.0%00.0%Retail/WholesaleRSGRepublic Services$0$221,210 ▼-100.0%00.0%Business ServicesFIFiserv$0$220,610 ▼-100.0%00.0%Business ServicesShowing 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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