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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
PGProcter And Gamble Co
Recent Activity
Decreased -18.39%
0.12%
$244,769
1,460 shares@ $167.65 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 5.91%
0.11%
$239,814
1,902 shares@ $126.09 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.11%
$239,370
3,314 shares@ $72.23 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -20%
0.11%
$233,419
480 shares@ $486.29 avg price
WHRWhirlpool Corp
Recent Activity
Increased 0.3%
0.11%
$231,822
2,025 shares@ $114.48 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.11%
$226,769
593 shares@ $382.41 avg price
ABBVAbbvie Inc
Recent Activity
Increased 5.56%
0.1%
$219,460
1,235 shares@ $177.71 avg price
LYBLyondellbasell Industries N
Recent Activity
Increased 2.27%
0.1%
$217,982
2,935 shares@ $74.27 avg price
FDSFactset Resh Sys Inc
Recent Activity
Increased 0.23%
0.1%
$213,725
445 shares@ $480.29 avg price
RINGIshares Inc
Recent Activity
0.1%
$209,009
7,435 shares@ $28.12 avg price