Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
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 : 13     View All Holdings Currently Viewing:  Decreased 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
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 1 - $532.48 $54,483,000 103,632 27.03% 1,354,000 -7,602 0.002    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 2 - $486.90 $43,763,000 91,039 21.72% 1,463,000 -5,802 0.01    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 3 - $97.19 $14,022,000 143,166 6.96% -1,339,000 -11,605 0.002    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 4 - $44.40 $12,553,000 300,523 6.23% -343,000 -13,243 0.002    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 5 - $49.56 $12,118,000 241,530 6.01% -252,000 -16,726 0.011    Closed - End Fund - F...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 7 - $110.88 $8,925,000 80,754 4.43% -516,000 -6,460 0.014    Closed - End Fund - E...
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 8 - $0.00 $8,203,000 366,706 4.07% -676,000 -23,764 0.405    N/A
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 9 - $0.00 $6,531,000 129,458 3.24% -488,000 -10,288 0.014    N/A
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 10 - $23.32 $5,818,000 247,983 2.89% -158,000 -7,629 0.24    N/A
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 11 - $0.00 $3,007,000 132,075 1.49% -380,000 -14,920 0.002    N/A
   (STEL)1 Year Chart         STEL Stellar Bancorp Ord Shs 12 - $29.25 $2,566,000 105,343 1.27% -374,000 -250 0.201    N/A
   (COP)1 Year Chart         COP ConocoPhillips 28 - $120.70 $449,000 3,529 0.22% 35,000 -42 0    Integrated Oil & Gas
   (EOG)1 Year Chart         EOG EOG Resources Inc 48 - $129.09 $313,000 2,446 0.16% 9,000 -67 0    Independent Oil & Gas
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us