Crestwood Advisors Group LLC Purchases in Q3 2024

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
767K
+ 282.09%
$96.25 - $101.98 $73.8M - $78.2M
1.04M $105M
META
Meta Platforms, Inc.

Communication Services
98.6K
+ 920.82%
$453.41 - $572.44 $44.7M - $56.5M
109K $62.6M
AAPL
Apple Inc.

Technology
6.09K
+ 0.42%
$207.23 - $234.82 $1.26M - $1.43M
1.46M $340M
MA
Mastercard Inc

Financial Services
37.7K
+ 254.13%
$429.6 - $500.99 $16.2M - $18.9M
52.6K $26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.43K
+ 3.84%
$405.19 - $478.57 $3.82M - $4.51M
255K $117M
IVV
Ishares Core S&P 500 ETF

ETFs
25.7K
+ 31.26%
$520.18 - $576.82 $13.4M - $14.8M
108K $62.3M
ACN
Accenture PLC

Technology
1.01K
+ 0.47%
$295.44 - $355.81 $297K - $358K
216K $76.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
37.4K
+ 1.74%
$41.02 - $46.01 $1.53M - $1.72M
2.18M $99.4M
DHR
Danaher Corp

Healthcare
1.26K
+ 0.38%
$239.25 - $280.76 $302K - $355K
333K $92.6M
AMZN
Amazon Com Inc

Consumer Cyclical
81.3K
+ 9.68%
$161.02 - $200.0 $13.1M - $16.3M
921K $172M
AB
Alliancebernstein Holding L.P.

Financial Services
256K
+ 1019.68%
$31.87 - $35.39 $8.15M - $9.06M
281K $9.81M
BKNG
Booking Holdings Inc.

Consumer Cyclical
597
+ 3.08%
$3305.62 - $4268.05 $1.97M - $2.55M
20K $84.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
195K
+ 6.25%
$22.38 - $23.66 $4.37M - $4.61M
3.32M $77.8M
MKC
Mccormick & CO Inc

Consumer Defensive
7.11K
+ 1.27%
$69.44 - $84.76 $494K - $603K
568K $46.7M
IQV
Iqvia Holdings Inc.

Healthcare
12.1K
+ 7.52%
$206.81 - $251.55 $2.49M - $3.03M
172K $40.8M
JNJ
Johnson & Johnson

Healthcare
3.7K
+ 0.95%
$145.48 - $167.38 $538K - $619K
392K $63.5M
VSLU
ETF Opportunities Tr Applied F
121K
+ 11.87%
$32.6 - $36.0 $3.93M - $4.34M
1.14M $40.9M
SPGI
S&P Global Inc.

Financial Services
734
+ 0.93%
$446.32 - $527.38 $328K - $387K
79.8K $41.2M
CCI
Crown Castle International Corp

Real Estate
5.55K
+ 2.36%
$95.29 - $120.24 $529K - $668K
241K $28.5M
ORCL
Oracle Corp

Technology
1.23K
+ 0.67%
$125.9 - $170.35 $154K - $209K
183K $31.3M
CRM
Salesforce, Inc.

Technology
826
+ 0.28%
$238.42 - $276.53 $197K - $228K
294K $80.5M
ZTS
Zoetis Inc.

Healthcare
693
+ 0.31%
$172.58 - $196.48 $120K - $136K
222K $43.4M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
84.6K
+ 41.59%
$49.82 - $52.8 $4.21M - $4.46M
288K $15.1M
PWR
Quanta Services, Inc.

Industrials
3
+ 0.0%
$239.58 - $298.23 $719 - $895
106K $31.5M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.16K
+ 1.19%
$201.82 - $234.36 $638K - $741K
269K $62M
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.88K
+ 2.13%
$113.41 - $125.62 $894K - $990K
379K $47.6M
ABBV
Abb Vie Inc.

Healthcare
1.65K
+ 1.51%
$163.84 - $199.33 $271K - $329K
111K $21.9M
AON
Aon PLC

Financial Services
8.78K
+ 915.43%
$293.16 - $351.06 $2.57M - $3.08M
9.74K $3.37M
FTV
Fortive Corp

Technology
6.22K
+ 1.15%
$67.01 - $79.2 $417K - $492K
545K $43M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.89K
+ 6.13%
$517.38 - $573.86 $1.49M - $1.66M
49.9K $28.7M
AVGO
Broadcom Inc.

Technology
150K
+ 935.11%
$136.27 - $1745.86 $20.4M - $262M
166K $28.6M
NVDA
Nvidia Corp

Technology
28.8K
+ 9.64%
$98.91 - $134.91 $2.84M - $3.88M
327K $39.7M
KMI
Kinder Morgan, Inc.

Energy
1.83K
+ 0.14%
$19.72 - $22.22 $36K - $40.6K
1.27M $28M
IEFA
Ishares Tr

ETFs
3.64K
+ 0.8%
$70.09 - $78.74 $255K - $286K
460K $35.9M
IBM
International Business Machines Corp

Technology
7.04K
+ 46.74%
$175.1 - $223.38 $1.23M - $1.57M
22.1K $4.89M
MUB
Ishares National Muni Bond ETF

ETFs
5.57K
+ 0.86%
$106.13 - $108.7 $591K - $605K
654K $71.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.3K
+ 1.22%
$49.93 - $51.15 $715K - $733K
1.19M $60.9M
TT
Trane Technologies PLC

Industrials
70
+ 0.26%
$314.21 - $388.71 $22K - $27.2K
26.6K $10.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
45.5K
+ 461.35%
$32.36 - $33.78 $1.47M - $1.54M
55.3K $1.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
172
+ 0.34%
$475.2 - $527.7 $81.7K - $90.8K
51.3K $27.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.59K
+ 1.44%
$56.04 - $62.99 $425K - $478K
534K $32.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.73K
+ 29.21%
$162.64 - $179.3 $1.1M - $1.21M
29.8K $5.34M
MFC
Manulife Financial Corp

Financial Services
2.74K
+ 0.63%
$24.13 - $29.63 $66.1K - $81.1K
440K $13M
CAT
Caterpillar Inc

Industrials
222
+ 1.03%
$316.8 - $391.12 $70.3K - $86.8K
21.7K $8.5M
MKL
Markel Corp

Financial Services
828
+ 323.44%
$1494.55 - $1645.69 $1.24M - $1.36M
1.08K $1.7M
SF
Stifel Financial Corp

Financial Services
42
+ 0.03%
$78.91 - $93.87 $3.31K - $3.94K
129K $12.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.16K
+ 1.08%
$105.53 - $118.34 $122K - $137K
108K $12.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.16K
+ 3.65%
$75.32 - $84.37 $388K - $435K
146K $12.3M
NOW
Service Now, Inc.

Technology
46
+ 0.44%
$730.87 - $937.36 $33.6K - $43.1K
10.6K $9.44M
Activity Summary
Buys All Purchases 268 New Holdings 32 Increased Positions 236 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 1
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