CP

Crestmont Private Wealth LLC

13F
Crestmont Private Wealth LLC
Last update 2025-04-10 77 Stocks (12 new)
Value $231.00 Mil Turnover 17 %
Countries:
Crestmont Private Wealth LLC Top Holdings of 2025-03-31 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
101,141
56,830.9
-0.84%
24.600
-0.23%
0.010
+18.87%
+8.94%
642,209.1
 
VOO
Vanguard S&P 500 ETF
92,452
47,512.2
+4.83%
20.570
+0.95%
0.010
+18.82%
+8.89%
663,622.4
 
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
1,079,709
28,450.3
+153.46%
12.320
+7.46%
0.690
+2.01%
+1.81%
6,301.9
 
VWO
Vanguard FTSE Emerging Markets ETF
287,987
13,034.3
-6.93%
5.640
-0.42%
0.020
+15.56%
+16.78%
86,562.3
 
VEA
Vanguard FTSE Developed Markets ETF
245,430
12,475.2
+1.40%
5.400
+0.07%
0.010
+14.16%
+23.88%
163,588.6
 
JPST
JPMorgan Ultra-Short Income ETF
225,949
11,439.8
+58.34%
4.950
+1.82%
0.040
+0.20%
+0.48%
32,246.2
 
DFAT
Dimensional U.S. Targeted Value ETF
186,908
9,623.9
New Holding
4.170
+4.17%
0.100
+17.79%
+2.07%
11,244.3
 
DFAR
Dimensional US Real Estate ETF
337,852
8,030.7
-7.12%
3.480
-0.27%
0.610
+5.48%
+3.48%
1,396.6
 
IJH
iShares Core S&P Mid-Cap ETF
113,593
6,628.2
-30.97%
2.870
-1.43%
0.010
+16.09%
+3.97%
98,717.1
 
IJR
iShares Core S&P Small-Cap ETF
42,934
4,489.6
-44.87%
1.940
-1.81%
0.010
+17.04%
-0.26%
83,183.4
 

Crestmont Private Wealth LLC's Historical Top Holdings Breakdowns

Crestmont Private Wealth LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
Add
Add
+7.46%
25.77 ($26.17) 26.48
$26.39
0.84%
Add 153.46%
1,079,709
653,726
DFAT
Dimensional U.S. Targeted Value ETF
2025-03-31
New Buy
New Buy
+4.17%
50.44 ($55.03) 58.1
$56.81
3.23%
New holding
186,908
186,908
GOVT
iShares U.S. Treasury Bond ETF
2025-03-31
Sold Out
Sold Out
-3.90%
22.25 ($22.67) 23
$22.77
0.42%
Sold Out
0
-376,928
SPHY
SPDR Portfolio High Yield Bond ETF
2025-03-31
Sold Out
Sold Out
-2.78%
23.32 ($23.63) 23.84
$23.74
0.47%
Sold Out
0
-263,214
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+1.82%
50.39 ($50.51) 50.66
$50.61
0.20%
Add 58.34%
225,949
83,247
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Reduce
Reduce
-1.81%
102.49 ($112.84) 119.96
$114.15
1.16%
Reduce -44.87%
42,934
-34,949
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Reduce
Reduce
-1.43%
57.21 ($62.1) 65.8
$64.40
3.70%
Reduce -30.97%
113,593
-50,956
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.95%
507.05 ($540.58) 563.67
$582.86
7.82%
Add 4.83%
92,452
4,261
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.42%
42.5 ($45.01) 46.71
$51.23
13.82%
Reduce -6.93%
287,987
-21,438
DFAR
Dimensional US Real Estate ETF
2025-03-31
Reduce
Reduce
-0.27%
22.35 ($23.59) 24.51
$24.08
2.08%
Reduce -7.12%
337,852
-25,915

Crestmont Private Wealth LLC Total Holding History ($B)

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Crestmont Private Wealth LLC's Asset Allocation

To

Crestmont Private Wealth LLC Past Portfolios

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

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Crestmont Private Wealth LLC's Hypothetical Growth since 2025-03-31

Crestmont Private Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Crestmont Private Wealth LLC's Holdings Heat Map

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