$132 Million is the total value of Crestmont Private Wealth LLC's 23 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | New | ISHARES TRcore us aggbd et | $13,348,000 | – | 138,552 | +100.0% | 10.12% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $10,132,000 | – | 277,653 | +100.0% | 7.68% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $8,734,000 | – | 240,217 | +100.0% | 6.62% | – |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $464,000 | – | 11,129 | +100.0% | 0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-07
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.