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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
IVVIshares Tr
Recent Activity
Increased 1.42%
27.02%
$60.042M
101,995 shares@ $588.68 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.41%
21.38%
$47.518M
88,191 shares@ $538.81 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 2.25%
6.14%
$13.627M
309,425 shares@ $44.04 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.3%
5.21%
$11.575M
242,048 shares@ $47.82 avg price
PYLDPimco Etf Tr
Recent Activity
Increased 3.97%
4.97%
$11.041M
425,983 shares@ $25.92 avg price
IJHIshares Tr
Recent Activity
Increased 2.27%
4.62%
$10.253M
164,549 shares@ $62.31 avg price
IJRIshares Tr
Recent Activity
Increased 1.82%
4.04%
$8.974M
77,883 shares@ $115.23 avg price
GOVTIshares Tr
Recent Activity
Increased 5.58%
3.9%
$8.662M
376,928 shares@ $22.99 avg price
DFARDimensional Etf Trust
Recent Activity
Increased 2.85%
3.81%
$8.465M
363,767 shares@ $23.27 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 6.94%
3.24%
$7.188M
142,702 shares@ $50.37 avg price