test

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
SCHXSchwab Strategic Tr
Recent Activity
New Position
0.19%
$404,097
17,433 shares@ $23.19 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.11%
$239,370
3,314 shares@ $72.23 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.11%
$226,769
593 shares@ $382.41 avg price
TPLTexas Pacific Land Corporati
Recent Activity
New Position
0.1%
$205,709
186 shares@ $1105.97 avg price
DISDisney Walt Co
Recent Activity
New Position
0.1%
$200,875
1,804 shares@ $111.35 avg price