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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
SNASnap On Inc
Recent Activity
Decreased -18.56%
0.14%
$293,311
864 shares@ $339.49 avg price
GDXVaneck Etf Trust
Recent Activity
Decreased -3.02%
0.14%
$290,473
8,566 shares@ $33.91 avg price
EOGEog Res Inc
Recent Activity
Increased 2.42%
0.13%
$275,261
2,246 shares@ $122.56 avg price
EMREmerson Elec Co
Recent Activity
Decreased -18.74%
0.12%
$264,343
2,133 shares@ $123.94 avg price
UALUnited Airls Hldgs Inc
Recent Activity
Decreased -27.62%
0.12%
$255,956
2,636 shares@ $97.11 avg price
IDXXIdexx Labs Inc
Recent Activity
Increased 17.34%
0.12%
$254,679
616 shares@ $413.44 avg price
XOPSpdr Ser Tr
Recent Activity
Decreased -3.69%
0.12%
$252,062
1,904 shares@ $132.39 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.05%
0.12%
$251,238
2,336 shares@ $107.56 avg price
PRUPrudential Finl Inc
Recent Activity
Decreased -16.56%
0.12%
$248,320
2,095 shares@ $118.53 avg price
NEMNewmont Corp
Recent Activity
Decreased -2.8%
0.12%
$247,881
6,660 shares@ $37.22 avg price