Crestwood Advisors Group LLC Purchases in Q2 2025

Crestwood Advisors Group LLC

  • $5.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
22
+ 0.57%
$321.63 - $509.31 $7.08K - $11.2K
3.87K $1.97M
VB
Vanguard Small Cap ETF

ETFs
424
+ 1.27%
$193.73 - $237.37 $82.1K - $101K
33.8K $8.01M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
10.4K
New
$47.24 - $58.55 $490K - $608K
10.4K $607K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.14K
+ 20.29%
$141.37 - $228.57 $161K - $260K
6.74K $1.53M
CMF
Ishares California Muni Bond E

ETFs
10.5K
New
$54.52 - $56.7 $572K - $594K
10.5K $584K
PM
Philip Morris International Inc.

Consumer Defensive
666
+ 3.58%
$149.23 - $184.95 $99.4K - $123K
19.3K $3.51M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.74K
+ 22.55%
$77.74 - $78.78 $524K - $531K
36.6K $2.88M
XLV
Select Sector Spdr Fund Health

ETFs
5.42K
+ 32.19%
$128.77 - $144.3 $698K - $782K
22.3K $3M
SOXX
Ishares Semiconductor ETF

ETFs
2.24K
New
$154.86 - $239.07 $347K - $536K
2.24K $535K
DLR
Digital Realty Trust, Inc.

Real Estate
566
+ 4.48%
$136.11 - $177.69 $77K - $101K
13.2K $2.3M
BOTZ
Global X Fds

ETFs
2.81K
+ 2.95%
$24.51 - $32.65 $68.8K - $91.6K
97.8K $3.19M
RTX
Raytheon Technologies Corp

Industrials
709
+ 2.73%
$113.75 - $148.48 $80.6K - $105K
26.7K $3.9M
KEYS
Keysight Technologies, Inc.

Technology
496
+ 1.9%
$127.02 - $165.4 $63K - $82K
26.6K $4.35M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.7K
+ 9.9%
$91.43 - $91.74 $430K - $432K
52.2K $4.79M
IWM
Ishares Russell 2000 ETF

ETFs
709
+ 4.25%
$174.82 - $215.79 $124K - $153K
17.4K $3.75M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
8.21K
+ 11.44%
$47.02 - $47.83 $386K - $393K
79.9K $3.82M
GLD
Spdr Gold Trust

ETFs
1.04K
+ 20.07%
$273.71 - $316.29 $286K - $330K
6.25K $1.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.35K
+ 15.18%
$58.41 - $72.69 $196K - $244K
25.4K $1.85M
VUG
Vanguard Growth ETF

ETFs
39
+ 0.75%
$329.49 - $438.4 $12.9K - $17.1K
5.26K $2.3M
MFC
Manulife Financial Corp

Financial Services
929
+ 0.22%
$26.93 - $32.44 $25K - $30.1K
416K $13.3M
COF
Capital One Financial Corp

Financial Services
1.08K
+ 26.78%
$150.57 - $212.76 $162K - $229K
5.1K $1.09M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.22K
+ 9.82%
$151.62 - $183.47 $185K - $224K
13.6K $2.5M
COIN
Coinbase Global, Inc.

Technology
992
New
$151.47 - $375.07 $150K - $372K
992 $347K
STT
State Street Corp

Financial Services
274
+ 1.46%
$75.33 - $106.34 $20.6K - $29.1K
19K $2.02M
AMD
Advanced Micro Devices Inc

Technology
2
+ 0.02%
$78.21 - $143.81 $156 - $288
8.79K $1.25M
ISRG
Intuitive Surgical Inc

Healthcare
221
+ 4.77%
$451.58 - $565.94 $99.8K - $125K
4.86K $2.64M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.28K
+ 52.85%
$47.89 - $48.65 $301K - $305K
18.2K $883K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.02K
+ 15.22%
$113.67 - $150.4 $115K - $153K
7.68K $1.16M
EVTC
Evertec, Inc.

Technology
8.04K
New
$31.89 - $38.37 $257K - $309K
8.04K $289K
MTZ
Mastec Inc

Industrials
1.69K
New
$106.07 - $171.99 $179K - $290K
1.69K $287K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.32K
+ 3.45%
$59.24 - $71.39 $78.4K - $94.4K
39.7K $2.83M
ROK
Rockwell Automation, Inc

Industrials
836
New
$218.97 - $332.17 $183K - $278K
836 $277K
HCA
Hca Healthcare, Inc.

Healthcare
725
New
$317.61 - $387.52 $230K - $281K
725 $277K
IBN
Icici Bank LTD

Financial Services
8.1K
New
$30.16 - $34.39 $244K - $278K
8.1K $272K
IEMG
Ishares Inc

ETFs
5.04K
+ 3.56%
N/A
147K $7.88M
UPS
United Parcel Service Inc

Industrials
2.67K
New
$91.92 - $110.2 $245K - $294K
2.67K $269K
HWM
Howmet Aerospace Inc.

Industrials
1.43K
New
$112.33 - $186.13 $161K - $266K
1.43K $266K
RMD
Resmed Inc

Healthcare
1.02K
New
$204.54 - $258.0 $209K - $264K
1.02K $263K
MPC
Marathon Petroleum Corp

Energy
1.55K
New
$118.55 - $170.08 $183K - $263K
1.55K $256K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.22K
New
$160.22 - $209.35 $196K - $256K
1.22K $256K
XLC
Select Sector Spdr Tr Communic

ETFs
2.33K
New
$86.13 - $108.53 $201K - $253K
2.33K $252K
OXY
Occidental Petroleum Corp

Energy
5.97K
New
$36.11 - $49.33 $216K - $295K
5.97K $250K
HDB
Hdfc Bank LTD

Financial Services
3.27K
New
$63.78 - $77.48 $209K - $253K
3.27K $250K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.95K
New
$60.61 - $87.72 $179K - $259K
2.95K $250K
FIS
Fidelity National Information Services, Inc.

Technology
964
+ 3.85%
$68.14 - $82.13 $65.7K - $79.2K
26K $2.12M
MCHP
Microchip Technology Inc

Technology
3.49K
New
$35.34 - $71.6 $123K - $250K
3.49K $245K
IEV
Ishares Tr Europe ETF

ETFs
3.88K
New
$51.8 - $64.59 $201K - $250K
3.88K $245K
CSX
Csx Corp

Industrials
7.27K
New
$26.69 - $32.91 $194K - $239K
7.27K $237K
CEG
Constellation Energy Corp

Utilities
235
+ 17.86%
$170.96 - $322.76 $40.2K - $75.8K
1.55K $500K
Activity Summary
Buys All Purchases 276 New Holdings 46 Increased Positions 230 Sells All Sells 232 Reductions 232 Sold out 0 Options Calls 0 Puts 0
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