CC

Crescent Capital Consulting, LLC

13F
Crescent Capital Consulting, LLC
Last update 2022-01-18 494 Stocks (21 new)
Value $607.00 Mil Turnover 13 %
Countries:
Top Holdings: IVV(11.05%)IWF(5.63%)BSJN(3.60%)BSJM(3.59%)FCX(3.29%)
Summary Stock Picks Current Portfolio
Crescent Capital Consulting, L... Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
140,585
67,058.0
+1.69%
11.050
+0.18%
0.020
+22.72%
+7.98%
636,566.3
 
IWF
iShares Russell 1000 Growth ETF
1,123,817
34,130.0
+2.32%
5.630
+0.13%
0.440
+31.06%
+8.64%
113,683.8
 
BSJN
Invesco BulletShares 2023 High Yield Corporate Bon
Invesco BulletShares 2023 High Yield Corporate Bon
863,246
21,837.0
+6.65%
3.600
+0.22%
2.910
-0.04%
+0.77%
406.3
 
BSJM
Invesco BulletShares 2022 High Yield Corporate Bon
Invesco BulletShares 2022 High Yield Corporate Bon
938,547
21,804.0
+5.90%
3.590
+0.20%
2.930
0%
0%
455.6
 
FCX
Freeport-McMoRan Inc
478,980
19,988.0
0%
3.290
0%
0.030
+37.60%
+20.05%
64,901.9
Metals & Mining
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
227,502
17,868.0
-3.13%
2.950
-0.10%
0.210
+31.03%
+8.50%
27,561.4
 
IWD
iShares Russell 1000 Value ETF
96,814
16,257.0
+5.00%
2.680
+0.13%
0.030
+13.76%
+6.70%
61,989.6
 
IVW
iShares S&P 500 Growth ETF
180,613
15,111.0
+48.03%
2.490
+0.81%
0.040
+31.16%
+10.95%
61,912.5
 
PSI
Invesco Dynamic Semiconductors ETF
269,841
13,816.0
+14.39%
2.280
+0.29%
1.640
+51.08%
+7.53%
743.6
 
TIP
iShares TIPS Bond ETF
106,596
13,768.0
+744.59%
2.270
+2.00%
0.040
+1.39%
+3.22%
13,791.4
 

Crescent Capital Consulting, LLC's Historical Top Holdings Breakdowns

Crescent Capital Consulting, LLC Total Holding History ($B)

To

Crescent Capital Consulting, LLC's Asset Allocation

To

Crescent Capital Consulting, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Crescent Capital Consulting, LLC's Hypothetical Growth since 2021-12-31

Crescent Capital Consulting, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Crescent Capital Consulting, LLC's Holdings Heat Map

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Crescent Capital Consulting, LLC's Holdings Bubble Chart

Crescent Capital Consulting, LLC News

  • 1

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