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Hannah Perry

@Crestmont Private Wealth Llc

Latest period2024 - Q4ReportedManaged Assets$222.297MTotal holdings76
Assets growth rate-2.85%Assets growth rate (2-Q avg)3.71%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crestmont Private Wealth Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Crestmont Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 222.297M in assets, with a quarterly growth rate of -2.85% and a 2-quarter average growth rate of 3.71%. The portfolio is managed by Hannah Perry, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGLAlphabet Inc
Recent Activity
Decreased -2.01%
0.39%
$845,225
4,465 shares@ $189.31 avg price
VVisa Inc
Recent Activity
Decreased -4.49%
0.34%
$738,935
2,338 shares@ $316.06 avg price
AAPLApple Inc
Recent Activity
Decreased -8.14%
0.33%
$728,221
2,908 shares@ $250.42 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -6.28%
0.33%
$727,622
1,461 shares@ $498.04 avg price
MLIMueller Inds Inc
Recent Activity
Decreased -0.91%
0.31%
$668,846
8,428 shares@ $79.36 avg price
HDHome Depot Inc
Recent Activity
Decreased -7.14%
0.27%
$591,265
1,520 shares@ $389.0 avg price
GDXJVaneck Etf Trust
Recent Activity
Decreased -3%
0.26%
$576,227
13,479 shares@ $42.75 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -15.8%
0.24%
$515,148
2,222 shares@ $231.84 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -2.7%
0.17%
$357,142
1,475 shares@ $242.14 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -15.29%
0.16%
$334,552
526 shares@ $636.04 avg price