Hannah Perry

@Crestmont Private Wealth Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$222.297M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IBDPIshares Tr Recent Activity Exited	0%	$1.065M 42,264 shares@ $25.21 avg price	Exited
IBTEIshares Tr Recent Activity Exited	0%	$1.061M 44,204 shares@ $24.0 avg price	Exited
AMGNAmgen Inc Recent Activity Exited	0%	$316,410 982 shares@ $322.21 avg price	Exited
HASHasbro Inc Recent Activity Exited	0%	$303,238 4,193 shares@ $72.33 avg price	Exited
CBRECbre Group Inc Recent Activity Exited	0%	$263,275 2,115 shares@ $124.48 avg price	Exited
BBYBest Buy Inc Recent Activity Exited	0%	$261,246 2,529 shares@ $103.31 avg price	Exited
MHKMohawk Inds Inc Recent Activity Exited	0%	$252,589 1,572 shares@ $160.69 avg price	Exited
PSAPublic Storage Oper Co Recent Activity Exited	0%	$251,798 692 shares@ $363.87 avg price	Exited
GLWCorning Inc Recent Activity Exited	0%	$250,718 5,553 shares@ $45.16 avg price	Exited
ADMArcher Daniels Midland Co Recent Activity Exited	0%	$246,786 4,131 shares@ $59.75 avg price	Exited