Crestwood Advisors Group LLC Purchases in Q1 2025

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.14M
New
$54.51 - $63.63 $61.9M - $72.3M
1.14M $63.6M
AZN
Astrazeneca PLC

Healthcare
427K
+ 7350.19%
$65.37 - $77.96 $27.9M - $33.3M
432K $31.8M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
298K
New
$89.18 - $104.04 $26.5M - $31M
298K $27.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.39K
+ 1.33%
$442.66 - $534.52 $1.5M - $1.81M
259K $138M
DEO
Diageo PLC

Consumer Defensive
162K
New
$104.79 - $126.12 $16.9M - $20.4M
162K $16.9M
V
Visa Inc.

Financial Services
312
+ 0.09%
$306.92 - $362.71 $95.8K - $113K
344K $121M
TXN
Texas Instruments Inc

Technology
58.4K
+ 149.4%
N/A
97.5K $19M
NVDA
Nvidia Corp

Technology
160K
+ 48.01%
$106.98 - $149.43 $17.1M - $23.9M
494K $53.5M
ROP
Roper Technologies Inc

Industrials
2.5K
+ 2.86%
$502.71 - $593.81 $1.26M - $1.49M
89.9K $53M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
52.2K
+ 5.39%
$95.85 - $99.25 $5M - $5.18M
1.02M $101M
CME
Cme Group Inc.

Financial Services
7.14K
+ 6.2%
$225.82 - $266.54 $1.61M - $1.9M
122K $32.4M
ABBV
Abb Vie Inc.

Healthcare
6.07K
+ 5.37%
$169.2 - $216.66 $1.03M - $1.32M
119K $25M
IQV
Iqvia Holdings Inc.

Healthcare
35.7K
+ 37.48%
$176.3 - $209.96 $6.3M - $7.5M
131K $23.1M
MA
Mastercard Inc

Financial Services
4.1K
+ 7.07%
$504.67 - $576.31 $2.07M - $2.36M
62.1K $34M
SPMD
Spdr Portfolio

ETFs
67.9K
New
$50.21 - $57.73 $3.41M - $3.92M
67.9K $3.48M
META
Meta Platforms, Inc.

Communication Services
9.84K
+ 5.39%
$576.36 - $736.67 $5.67M - $7.25M
192K $111M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
67.1K
+ 5.4%
$49.25 - $50.66 $3.3M - $3.4M
1.31M $65M
LLY
Eli Lilly & CO

Healthcare
896
+ 2.49%
$725.72 - $929.72 $650K - $833K
36.9K $30.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.48K
+ 77.19%
$402.49 - $513.76 $1.8M - $2.3M
10.3K $4.98M
MCD
Mcdonalds Corp

Consumer Cyclical
6.36K
+ 24.02%
$279.74 - $321.29 $1.78M - $2.04M
32.9K $10.3M
JPM
Jpmorgan Chase & CO

Financial Services
4.62K
+ 1.87%
$225.19 - $279.95 $1.04M - $1.29M
252K $61.7M
PLMR
Palomar Holdings, Inc.

Financial Services
17.3K
New
$101.51 - $137.08 $1.76M - $2.37M
17.3K $2.37M
BSX
Boston Scientific Corp

Healthcare
13.5K
+ 19.86%
$89.38 - $106.18 $1.21M - $1.43M
81.4K $8.21M
ABT
Abbott Laboratories

Healthcare
2.3K
+ 2.57%
$111.1 - $140.22 $255K - $322K
91.8K $12.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
78.3K
+ 2.37%
$22.25 - $23.0 $1.74M - $1.8M
3.38M $77.8M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
15.9K
New
$88.0 - $115.5 $1.4M - $1.84M
15.9K $1.82M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
29.2K
+ 7.17%
$49.67 - $51.43 $1.45M - $1.5M
437K $22.3M
TYL
Tyler Technologies Inc

Technology
3.12K
New
$553.41 - $646.74 $1.73M - $2.02M
3.12K $1.81M
CVX
Chevron Corp

Energy
582
+ 0.77%
$146.71 - $167.97 $85.4K - $97.8K
75.8K $12.7M
WFC
Wells Fargo & Company

Financial Services
23.8K
+ 58.97%
$66.78 - $81.42 $1.59M - $1.93M
64K $4.6M
PATK
Patrick Industries Inc

Consumer Cyclical
20.6K
New
$82.13 - $97.92 $1.69M - $2.01M
20.6K $1.74M
SUB
Ishares Short Term National Mu

ETFs
15.9K
+ 49.5%
$105.3 - $106.24 $1.67M - $1.68M
47.9K $5.06M
KO
Coca Cola CO

Consumer Defensive
4.55K
+ 3.24%
$60.81 - $72.32 $277K - $329K
145K $10.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.03K
+ 186.21%
$1187.71 - $1432.58 $1.22M - $1.47M
1.58K $2.26M
FIS
Fidelity National Information Services, Inc.

Technology
21K
+ 522.37%
$68.12 - $83.42 $1.43M - $1.75M
25K $1.87M
XOM
Exxon Mobil Corp

Energy
374
+ 0.29%
$105.44 - $118.93 $39.4K - $44.5K
131K $15.6M
ITW
Illinois Tool Works Inc

Industrials
6.23K
+ 155.4%
$244.9 - $274.48 $1.52M - $1.71M
10.2K $2.54M
LNG
Cheniere Energy, Inc.

Energy
6.35K
New
$209.32 - $253.66 $1.33M - $1.61M
6.35K $1.47M
DSGX
Descartes Systems Group Inc

Technology
14.5K
New
$96.4 - $122.5 $1.39M - $1.77M
14.5K $1.46M
ADI
Analog Devices Inc

Technology
8.91K
+ 27.41%
$201.56 - $243.82 $1.8M - $2.17M
41.4K $8.35M
MRVL
Marvell Technology, Inc.

Technology
23.3K
New
$61.57 - $126.06 $1.44M - $2.94M
23.3K $1.44M
STE
Steris PLC

Healthcare
6.19K
New
$202.46 - $232.74 $1.25M - $1.44M
6.19K $1.4M
GTLS
Chart Industries Inc

Industrials
9.44K
New
$141.99 - $218.35 $1.34M - $2.06M
9.44K $1.36M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
46.4K
New
$26.47 - $29.92 $1.23M - $1.39M
46.4K $1.36M
PANW
Palo Alto Networks Inc

Technology
12.1K
+ 18.34%
$167.82 - $208.28 $2.03M - $2.52M
78K $13.3M
WMB
Williams Companies, Inc.

Energy
684
+ 0.31%
$54.02 - $61.09 $36.9K - $41.8K
221K $13.2M
MAS
Masco Corp

Industrials
17.7K
New
$68.67 - $81.85 $1.22M - $1.45M
17.7K $1.23M
AMT
American Tower Corp

Real Estate
2.35K
+ 11.62%
$173.46 - $217.6 $408K - $512K
22.6K $4.92M
EA
Electronic Arts Inc.

Communication Services
7.97K
New
$116.53 - $146.29 $928K - $1.17M
7.97K $1.15M
Activity Summary
Buys All Purchases 298 New Holdings 56 Increased Positions 242 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 2 Puts 1
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