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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
HCAHca Healthcare Inc
Recent Activity
Exited
0%
$240,200
591 shares@ $406.43 avg price
FOXFox Corp
Recent Activity
Exited
0%
$239,745
6,179 shares@ $38.8 avg price
IBMInternational Business Machs
Recent Activity
Exited
0%
$238,545
1,079 shares@ $221.08 avg price
SHWSherwin Williams Co
Recent Activity
Exited
0%
$235,109
616 shares@ $381.68 avg price
EBAYEbay Inc.
Recent Activity
Exited
0%
$233,029
3,579 shares@ $65.12 avg price
TMUST-mobile Us Inc
Recent Activity
Exited
0%
$232,361
1,126 shares@ $206.36 avg price
CCICrown Castle Inc
Recent Activity
Exited
0%
$224,922
1,896 shares@ $118.63 avg price
STXSeagate Technology Hldngs Pl
Recent Activity
Exited
0%
$223,332
2,039 shares@ $109.54 avg price
PSXPhillips 66
Recent Activity
Exited
0%
$223,186
1,698 shares@ $131.45 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$222,982
8,373 shares@ $26.64 avg price