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Home > Institutional Investor > Crestmont Private Wealth Llc > Profile

Instuitional Investor - Crestmont Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Crestmont Private Wealth Llc
Portfolio Value $222,296,720
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 101,995 $60,042,395 27.01%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 88,191 $47,517,950 21.37%
3.
Vanguard Intl Equity Index Funds
 VWO 309,425 $13,627,077 6.13%
4.
Vanguard Tax-Managed Fds
 242,048 $11,574,735 5.2%
5.
Pimco Etf Trust
 425,983 $11,041,479 4.96%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)