Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Crestmont Private Wealth LLC
  City: LAKEWAY
  State: TX
  Zip: 78738
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $201,530,000
  Total Value Change : $5,006,000
  Securities Held Change : 9
   
All Securities Held : 59
  New Positions : 9
  Closed Positions : 0
  Increased Positions : 26
  Unchanged Positions : 11
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CVX)1 Year Chart         CVX Chevron Corp 15 - $163.61 $684,000 4,334 0.34% 38,000 0 0    Integrated Oil & Gas
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 17 - $913.56 $561,000 621 0.28% 253,000 0 0    Semiconductor - Speci...
   (GDXJ)1 Year Chart         GDXJ Market Vectors Junior Gold ... 19 - $43.70 $538,000 13,896 0.27% 11,000 0 0.013    Closed - End Fund - Debt
   (TH)1 Year Chart         TH Target Hospitality Corp 22 - $11.64 $502,000 46,200 0.25% 52,000 0 0.044    N/A
   (MRO)1 Year Chart         MRO Marathon Oil Corp 36 - $26.57 $401,000 14,166 0.2% 59,000 0 0    Oil & Gas Refining, P...
   (MUR)1 Year Chart         MUR Murphy Oil Corp 35 - $43.93 $401,000 8,783 0.2% 26,000 0 0.008    Oil & Gas Refining, P...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 47 - $218.09 $314,000 1,524 0.16% 23,000 0 0    Closed - End Fund - E...
   (XOP)1 Year Chart         XOP SPDR S&P Oil & Gas Explorat... 49 - $151.25 $306,000 1,977 0.15% 35,000 0 0    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 50 - $117.67 $289,000 2,489 0.14% 40,000 0 0    Integrated Oil & Gas
   (CTRA)1 Year Chart         CTRA Coterra Energy Inc 51 - $28.16 $287,000 10,310 0.14% 24,000 0 0.001    Independent Oil & Gas
   (GDX)1 Year Chart         GDX VanEck Vectors Gold Miners ETF 53 - $34.07 $279,000 8,833 0.14% 5,000 0 0.002    Closed - End Fund - E...

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results