Crestmont Private Wealth LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$222M
Signature - Title
Hannah Perry - Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Crestmont Private Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Crestmont Private Wealth LLC reported 76 stock holdings with total value $222M as of Q4 2024. Top holdings included IVV, VOO, VWO, VEA, and PYLD.
Holdings Value