Crestmont Private Wealth

Crestmont Private Wealth as of June 30, 2022

Portfolio Holdings for Crestmont Private Wealth

Crestmont Private Wealth holds 24 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 34.4 $35M 91k 379.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 24.1 $24M 70k 346.88
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 7.5 $7.6M 152k 50.09
Ishares Tr Core S&p Mcp Etf (IJH) 6.5 $6.6M 29k 226.22
Allegiance Bancshares 6.2 $6.2M 165k 37.76
Ishares Tr Core S&p Scp Etf (IJR) 4.9 $5.0M 54k 92.41
Ishares Tr Core Msci Eafe (IEFA) 4.9 $5.0M 84k 58.84
Ishares Core Msci Emkt (IEMG) 4.0 $4.0M 82k 49.06
Ishares Tr Us Treas Bd Etf (GOVT) 3.4 $3.4M 143k 23.90
Chevron Corporation (CVX) 0.6 $617k 4.3k 144.80
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.5 $514k 4.3k 119.42
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.4 $418k 13k 31.97
Marathon Oil Corporation (MRO) 0.4 $371k 17k 22.50
Murphy Oil Corporation (MUR) 0.3 $309k 10k 30.19
Cabot Oil & Gas Corporation (CTRA) 0.3 $308k 12k 25.79
Devon Energy Corporation (DVN) 0.3 $303k 5.5k 55.11
Spdr Gold Tr Gold Shs (GLD) 0.3 $267k 1.6k 168.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $254k 932.00 272.53
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $245k 4.4k 55.52
Pioneer Natural Resources (PXD) 0.2 $232k 1.0k 223.51
EOG Resources (EOG) 0.2 $215k 1.9k 110.54
Atlas Technical Consultants Com Cls A 0.1 $58k 11k 5.27
Mcewen Mining 0.0 $10k 22k 0.45
Embark Technolog 0.0 $6.0k 12k 0.51