Holdings Channel
Home Articles Latest Filings All Funds Stocks Being Bought Stocks Being Sold Insider Buying
Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
IBDP +36,050+$903
IBTE +37,690+$902
IBDQ +14,614+$363
IBTF +15,590+$362
CAT +629+$230
AVGO +172+$228
PXD +863+$227
PH +396+$220
DVN +4,076+$205
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
NEM -6,533-$270
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IJH +130,801+$380
BN +936+$57
MLI +847+$90
GOOGL +839+$161
NDAQ +679+$76
VRSN +661+$108
AAPL +555+$58
LH +554+$108
ITW +443+$128
V +417+$145
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
DFAR -23,764-$676
VEA -16,726-$252
GOVT -14,920-$380
VWO -13,243-$343
AGG -11,605-$1,339
JPST -10,288-$488
SPHY -7,629-$158
IVV -7,602+$1,354
IJR -6,460-$516
Crestmont Private Wealth LLC Info
Size ($ in 1000's)
At 03/31/2024: $201,530
At 12/31/2023: $196,524

Crestmont Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Crestmont Private Wealth LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Crestmont Private Wealth LLC
As of  03/31/2024, we find all stocks held by Crestmont Private Wealth LLC to be as follows, presented in the table below with each row detailing each Crestmont Private Wealth LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Crestmont Private Wealth LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Crestmont Private Wealth LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (IVV) 103,632 -7,602 $54,483
     IVV103,632-7,602$54,483
VANGUARD INDEX FDS (VOO) 91,039 -5,802 $43,763
     VOO91,039-5,802$43,763
ISHARES TR (AGG) 143,166 -11,605 $14,022
     AGG143,166-11,605$14,022
VANGUARD INTL EQUITY INDEX F (VWO) 300,523 -13,243 $12,553
     VWO300,523-13,243$12,553
VANGUARD TAX MANAGED FDS (VEA) 241,530 -16,726 $12,118
     VEA241,530-16,726$12,118
ISHARES TR (IJH) 165,756 +130,801 $10,068
     IJH165,756+130,801$10,068
ISHARES TR (IJR) 80,754 -6,460 $8,925
     IJR80,754-6,460$8,925
DIMENSIONAL ETF TRUST (DFAR) 366,706 -23,764 $8,203
     DFAR366,706-23,764$8,203
J P MORGAN EXCHANGE TRADED F (JPST) 129,458 -10,288 $6,531
     JPST129,458-10,288$6,531
SPDR SER TR (SPHY) 247,983 -7,629 $5,818
     SPHY247,983-7,629$5,818
ISHARES TR (GOVT) 132,075 -14,920 $3,007
     GOVT132,075-14,920$3,007
STELLAR BANCORP INC 105,343 -250 $2,566
     STEL105,343-250$2,566
ISHARES TR (IBDP) 36,050 +36,050 $903
     IBDP36,050+36,050$903
ISHARES TR (IBTE) 37,690 +37,690 $902
     IBTE37,690+37,690$902
CHEVRON CORP NEW 4,334 UNCH $684
     CVX4,334UNCH$684
ALPHABET INC 3,840 +839 $580
     GOOGL3,840+839$580
NVIDIA CORPORATION 621 UNCH $561
     NVDA621UNCH$561
VISA INC 1,944 +417 $543
     V1,944+417$543
VANECK ETF TRUST (GDXJ) 13,896 UNCH $538
     GDXJ13,896UNCH$538
S&P GLOBAL INC 1,253 +267 $533
     SPGI1,253+267$533
ILLINOIS TOOL WKS INC 1,917 +443 $514
     ITW1,917+443$514
TARGET HOSPITALITY CORP 46,200 UNCH $502
     TH46,200UNCH$502
BERKSHIRE HATHAWAY INC DEL      $501
     BRK.B1,191+116$501
BROOKFIELD CORP 11,253 +936 $471
     BN11,253+936$471
INTERCONTINENTAL EXCHANGE IN (ICE) 3,415 +296 $469
     ICE3,415+296$469
NASDAQ INC 7,437 +679 $469
     NDAQ7,437+679$469
HOME DEPOT INC 1,212 +313 $465
     HD1,212+313$465
CONOCOPHILLIPS 3,529 -42 $449
     COP3,529-42$449
LABORATORY CORP AMER HLDGS 2,050 +554 $448
     LH2,050+554$448
NVR INC 52 +5 $421
     NVR52+5$421
MARKEL GROUP INC 273 +33 $415
     MKL273+33$415
MASTERCARD INCORPORATED 857 +107 $413
     MA857+107$413
MOODYS CORP 1,025 +131 $403
     MCO1,025+131$403
APPLE INC 2,343 +555 $402
     AAPL2,343+555$402
MARATHON OIL CORP 14,166 UNCH $401
     MRO14,166UNCH$401
MURPHY OIL CORP 8,783 UNCH $401
     MUR8,783UNCH$401
ROPER TECHNOLOGIES INC 714 +93 $400
     ROP714+93$400
AUTOZONE INC 126 +16 $397
     AZO126+16$397
MUELLER INDS INC 7,340 +847 $396
     MLI7,340+847$396
QUEST DIAGNOSTICS INC 2,916 +411 $388
     DGX2,916+411$388
VERISK ANALYTICS INC 1,598 +218 $377
     VRSK1,598+218$377
ISHARES TR (IBDQ) 14,614 +14,614 $363
     IBDQ14,614+14,614$363
ISHARES TR (IBTF) 15,590 +15,590 $362
     IBTF15,590+15,590$362
AUTODESK INC 1,289 +124 $336
     ADSK1,289+124$336
MSCI INC 571 +98 $320
     MSCI571+98$320
VERISIGN INC 1,675 +661 $317
     VRSN1,675+661$317
SPDR GOLD TR (GLD) 1,524 UNCH $314
     GLD1,524UNCH$314
EOG RES INC 2,446 -67 $313
     EOG2,446-67$313
SPDR SER TR (XOP) 1,977 UNCH $306
     XOP1,977UNCH$306
EXXON MOBIL CORP 2,489 UNCH $289
     XOM2,489UNCH$289
COTERRA ENERGY INC 10,310 UNCH $287
     CTRA10,310UNCH$287
PHILLIPS 66 1,747 +49 $285
     PSX1,747+49$285
VANECK ETF TRUST (GDX) 8,833 UNCH $279
     GDX8,833UNCH$279
NEWMONT CORP 6,852 +319 $246
     NEM6,852+319$246
CATERPILLAR INC 629 +629 $230
     CAT629+629$230
BROADCOM INC 172 +172 $228
     AVGO172+172$228
PIONEER NAT RES CO 863 +863 $227
     PXD863+863$227
PARKER HANNIFIN CORP 396 +396 $220
     PH396+396$220
DEVON ENERGY CORP NEW 4,076 +4,076 $205
     DVN4,076+4,076$205

See Summary: Crestmont Private Wealth LLC Top Holdings
See Details: Top 10 Stocks Held By Crestmont Private Wealth LLC

All Stocks Held By Crestmont Private Wealth LLC | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.