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| Name: |
Crestmont Private Wealth LLC |
| City: |
LAKEWAY |
| State: |
TX |
| Zip: |
78738 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IBDP |
Ishares Ibonds Dec 2024 Ter... |
13 |
New |
$25.05 |
$903,000 |
36,050 |
0.45% |
903,000 |
36,050 |
0.009 |
N/A |
|
|
IBTE |
Ishares Ibonds Dec 2024 Ter... |
14 |
New |
$0.00 |
$902,000 |
37,690 |
0.45% |
902,000 |
37,690 |
0.004 |
N/A |
|
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IBDQ |
Ishares Ibonds Dec 2025 Ter... |
42 |
New |
$24.77 |
$363,000 |
14,614 |
0.18% |
363,000 |
14,614 |
0.005 |
N/A |
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IBTF |
Ishares Ibonds Dec 2025 Ter... |
43 |
New |
$0.00 |
$362,000 |
15,590 |
0.18% |
362,000 |
15,590 |
0.017 |
N/A |
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CAT |
Caterpillar Inc |
55 |
New |
$358.18 |
$230,000 |
629 |
0.11% |
230,000 |
629 |
0 |
Farm & Construction M... |
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AVGO |
Broadcom Limited |
56 |
New |
$1,380.03 |
$228,000 |
172 |
0.11% |
228,000 |
172 |
0 |
Semiconductor- Broad... |
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PXD |
Pioneer Natural Resources Co |
57 |
New |
$275.32 |
$227,000 |
863 |
0.11% |
227,000 |
863 |
0 |
Independent Oil & Gas |
|
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PH |
Parker Hannifin Corp |
58 |
New |
$549.40 |
$220,000 |
396 |
0.11% |
220,000 |
396 |
0 |
Industrial Equipment ... |
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DVN |
Devon Energy Corp |
59 |
New |
$49.83 |
$205,000 |
4,076 |
0.1% |
205,000 |
4,076 |
0.001 |
Independent Oil & Gas |
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