| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 38.4% |
| VANGUARD S&P 500 ETF | 8 | Q3 2023 | 27.3% |
| ISHARES TR | 8 | Q3 2023 | 7.1% |
| ISHARES TR | 8 | Q3 2023 | 6.5% |
| JPMORGAN ULTRA-SHORT INCOME ETF | 8 | Q3 2023 | 7.5% |
| ISHARES U.S. TREASURY BOND ETF | 8 | Q3 2023 | 3.4% |
| VANECK JUNIOR GOLD MINERS ETF | 8 | Q3 2023 | 0.6% |
| SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | 8 | Q3 2023 | 0.5% |
| MARATHON OIL CORP COM | 8 | Q3 2023 | 0.4% |
| MURPHY OIL CORP COM | 8 | Q3 2023 | 0.4% |
View Crestmont Private Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-06 |
| 13F-HR/A | 2023-01-09 |
| 13F-HR | 2023-01-06 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-26 |
View Crestmont Private Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.