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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
MKLMarkel Group Inc
Recent Activity
Increased 4.88%
0.24%
$519,595
301 shares@ $1726.23 avg price
MCOMoodys Corp
Recent Activity
Increased 2.54%
0.24%
$516,920
1,092 shares@ $473.37 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -15.8%
0.24%
$515,148
2,222 shares@ $231.84 avg price
MAMastercard Incorporated
Recent Activity
Increased 3.95%
0.23%
$499,188
948 shares@ $526.57 avg price
DGXQuest Diagnostics Inc
Recent Activity
Increased 4.41%
0.22%
$475,058
3,149 shares@ $150.86 avg price
VRSKVerisk Analytics Inc
Recent Activity
Increased 3.69%
0.22%
$472,913
1,717 shares@ $275.43 avg price
ADSKAutodesk Inc
Recent Activity
Increased 2.37%
0.21%
$446,902
1,512 shares@ $295.58 avg price
AZOAutozone Inc
Recent Activity
Increased 4.52%
0.21%
$445,078
139 shares@ $3202.0 avg price
ADBEAdobe Inc
Recent Activity
Increased 7.73%
0.2%
$440,233
990 shares@ $444.68 avg price
NVRNvr Inc
Recent Activity
Increased 3.93%
0.2%
$433,482
53 shares@ $8178.91 avg price