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
HQY
Healthequity, Inc.

Healthcare
12.8K
New
$84.32 - $114.51 $1.08M - $1.46M
12.8K $1.13M
IBM
International Business Machines Corp

Technology
1.77K
+ 7.75%
$217.4 - $264.74 $385K - $469K
24.6K $6.13M
CYBR
Cyber Ark Software Ltd.

Technology
3.11K
+ 205.02%
$312.8 - $414.31 $972K - $1.29M
4.62K $1.56M
WM
Waste Management Inc

Industrials
4.24K
+ 205.87%
$200.54 - $233.78 $850K - $991K
6.3K $1.46M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
9.69K
+ 88.17%
$113.22 - $126.36 $1.1M - $1.22M
20.7K $2.38M
PHM
Pultegroup Inc

Consumer Cyclical
9.79K
New
$101.09 - $118.51 $990K - $1.16M
9.79K $1.01M
NOC
Northrop Grumman Corp

Industrials
1.83K
+ 220.68%
$433.45 - $513.82 $791K - $938K
2.65K $1.36M
ATI
Allegheny Technologies Inc

Industrials
18.1K
New
$50.0 - $65.86 $903K - $1.19M
18.1K $939K
FNF
Fidelity National Financial, Inc.

Financial Services
11.5K
+ 64.97%
$54.25 - $65.27 $625K - $752K
29.2K $1.9M
ARCC
Ares Capital Corp

Financial Services
38.9K
+ 24.12%
$21.28 - $23.81 $828K - $926K
200K $4.44M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.79K
+ 113.35%
$254.58 - $302.92 $964K - $1.15M
7.13K $1.82M
RJF
Raymond James Financial Inc

Financial Services
6.4K
+ 322.96%
$137.62 - $172.64 $881K - $1.11M
8.38K $1.16M
ARIS
Aris Water Solutions, Inc.

Utilities
25.3K
New
$23.34 - $33.33 $590K - $842K
25.3K $809K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.59K
+ 118.27%
$522.96 - $601.18 $829K - $953K
2.93K $1.56M
DKNG
Draft Kings Inc.

Consumer Cyclical
23.5K
New
$33.21 - $53.49 $780K - $1.26M
23.5K $780K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.73K
+ 42.13%
$121.0 - $142.28 $935K - $1.1M
26.1K $3.25M
CDNS
Cadence Design Systems Inc

Technology
2.97K
+ 393.12%
$233.96 - $324.52 $695K - $964K
3.73K $948K
UNH
Unitedhealth Group Inc

Healthcare
1.21K
+ 29.18%
$461.52 - $548.18 $558K - $663K
5.36K $2.81M
BPMC
Blueprint Medicines Corp

Healthcare
7.63K
New
$86.69 - $115.63 $661K - $882K
7.63K $675K
UNP
Union Pacific Corp

Industrials
2.53K
+ 34.23%
$225.21 - $254.42 $570K - $643K
9.92K $2.34M
SBUX
Starbucks Corp

Consumer Cyclical
3.66K
+ 8.45%
$91.75 - $115.81 $336K - $424K
47K $4.61M
VIS
Vanguard Industrial ETF

ETFs
2.61K
New
$243.63 - $273.99 $635K - $714K
2.61K $645K
WMT
Walmart Inc.

Consumer Defensive
8.68K
+ 18.74%
$84.5 - $105.05 $733K - $911K
55K $4.83M
NFLX
Netflix Inc

Communication Services
542
+ 16.85%
$828.4 - $1058.6 $449K - $574K
3.76K $3.51M
CHD
Church & Dwight CO Inc

Consumer Defensive
406
+ 0.37%
$101.42 - $113.2 $41.2K - $46K
110K $12.1M
ONEW
One Water Marine Inc.

Consumer Cyclical
38.6K
New
$14.68 - $20.76 $567K - $801K
38.6K $624K
AMGN
Amgen Inc

Healthcare
288
+ 2.75%
$258.59 - $327.36 $74.5K - $94.3K
10.8K $3.36M
RTX
Raytheon Technologies Corp

Industrials
1.46K
+ 5.97%
$114.1 - $135.66 $167K - $198K
26K $3.44M
GE
General Electric CO

Industrials
953
+ 7.9%
$168.59 - $212.13 $161K - $202K
13K $2.61M
AROC
Archrock, Inc.

Energy
21.4K
New
$22.72 - $30.34 $486K - $649K
21.4K $561K
CSCO
Cisco Systems, Inc.

Technology
1.67K
+ 0.92%
$58.74 - $64.87 $98.3K - $109K
183K $11.3M
SONO
Sonos Inc

Technology
51.9K
New
$10.67 - $15.08 $554K - $783K
51.9K $554K
PLTR
Palantir Technologies Inc.

Technology
5.02K
+ 43.12%
$64.98 - $124.62 $326K - $626K
16.7K $1.41M
ECL
Ecolab Inc.

Basic Materials
720
+ 4.36%
$229.72 - $269.82 $165K - $194K
17.2K $4.37M
CVS
Cvs Health Corp

Healthcare
653
+ 3.37%
$44.22 - $68.64 $28.9K - $44.8K
20K $1.36M
RGEN
Repligen Corp

Healthcare
3.65K
New
$127.24 - $174.24 $464K - $635K
3.65K $464K
LYTS
Lsi Industries Inc

Technology
26.5K
New
$17.0 - $24.72 $451K - $656K
26.5K $451K
ICE
Intercontinental Exchange, Inc.

Financial Services
926
+ 8.06%
$142.8 - $176.36 $132K - $163K
12.4K $2.14M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
8.37K
+ 13.21%
$47.33 - $47.92 $396K - $401K
71.7K $3.41M
CIVI
Civitas Resources, Inc.

Energy
10.8K
New
$32.05 - $54.79 $345K - $590K
10.8K $375K
FTNT
Fortinet, Inc.

Technology
3.65K
New
$92.49 - $114.57 $338K - $418K
3.65K $351K
IDXX
Idexx Laboratories Inc

Healthcare
829
New
$406.29 - $469.04 $337K - $389K
829 $348K
SHEL
Shell PLC

Energy
3.06K
+ 26.93%
$62.84 - $73.29 $192K - $224K
14.4K $1.06M
VLO
Valero Energy Corp

Energy
2.61K
New
$121.76 - $142.99 $318K - $373K
2.61K $344K
GILD
Gilead Sciences, Inc.

Healthcare
460
+ 3.17%
$89.14 - $117.41 $41K - $54K
15K $1.68M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.71K
+ 17.11%
$237.72 - $276.98 $406K - $473K
11.7K $2.86M
HEES
H&E Equipment Services, Inc.

Industrials
68
+ 0.97%
$43.93 - $100.57 $2.99K - $6.84K
7.07K $669K
VO
Vanguard Mid Cap ETF

ETFs
1.88K
+ 6.4%
$251.87 - $277.95 $474K - $523K
31.3K $8.08M
EOG
Eog Resources Inc

Energy
948
+ 2.71%
$120.54 - $138.05 $114K - $131K
35.9K $4.61M
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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