Crestwood Advisors Group LLC Purchases in Q4 2024

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
911
New
$206.1 - $246.94 $188K - $225K
911 $201K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.2K
New
$25.93 - $105.3 $187K - $758K
7.2K $200K
VBK
Vanguard Small Cap Growth ETF

ETFs
200
+ 1.81%
$264.18 - $304.19 $52.8K - $60.8K
11.3K $3.16M
VUG
Vanguard Growth ETF

ETFs
146
+ 2.89%
$378.79 - $428.11 $55.3K - $62.5K
5.19K $2.13M
SNA
Snap On Inc

Industrials
16
+ 0.43%
$285.44 - $371.35 $4.57K - $5.94K
3.78K $1.28M
COF
Capital One Financial Corp

Financial Services
605
+ 20.84%
$145.19 - $192.01 $87.8K - $116K
3.51K $625K
ISRG
Intuitive Surgical Inc

Healthcare
92
+ 2.08%
$471.27 - $550.62 $43.4K - $50.7K
4.52K $2.36M
IVW
Ishares S&P 500 Growth ETF

ETFs
733
+ 4.04%
$94.43 - $105.47 $69.2K - $77.3K
18.9K $1.92M
XLY
Select Sector Spdr Consumer Di

ETFs
90
+ 1.36%
$194.8 - $239.43 $17.5K - $21.5K
6.72K $1.51M
ES
Eversource Energy

Utilities
3.63K
+ 108.8%
$55.9 - $67.73 $203K - $246K
6.97K $400K
GWW
W.W. Grainger, Inc.

Industrials
147
+ 45.51%
$1023.06 - $1220.93 $150K - $179K
470 $495K
DECK
Deckers Outdoor Corp

Consumer Cyclical
137
+ 4.63%
$152.04 - $211.12 $20.8K - $28.9K
3.1K $628K
CPRT
Copart Inc

Consumer Cyclical
1.23K
+ 7.13%
$51.36 - $63.8 $63.3K - $78.6K
18.5K $1.06M
VDE
Vanguard Energy ETF

ETFs
1.26K
+ 53.72%
$116.67 - $136.78 $147K - $173K
3.61K $438K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.38K
+ 2.78%
$61.68 - $67.87 $146K - $161K
87.7K $5.46M
VTV
Vanguard Value ETF

ETFs
1.24K
+ 9.78%
$168.32 - $181.87 $208K - $225K
13.9K $2.35M
XLF
Financial Sector Spdr

ETFs
596
+ 1.59%
$44.89 - $51.34 $26.8K - $30.6K
38.2K $1.85M
AME
Ametek Inc

Industrials
399
+ 5.18%
$165.89 - $197.38 $66.2K - $78.8K
8.11K $1.46M
IBM
International Business Machines Corp

Technology
749
+ 3.39%
$204.9 - $238.04 $153K - $178K
22.9K $5.03M
VO
Vanguard Mid Cap ETF

ETFs
468
+ 1.62%
$261.5 - $284.63 $122K - $133K
29.4K $7.76M
AON
Aon PLC

Financial Services
7
+ 0.07%
$344.14 - $393.31 $2.41K - $2.75K
9.75K $3.5M
YUM
Yum Brands Inc

Consumer Cyclical
1.03K
+ 46.98%
$130.36 - $139.54 $135K - $144K
3.23K $433K
ETR
Entergy Corp

Utilities
3.74K
+ 128.2%
$73.19 - $156.4 $274K - $585K
6.66K $504K
VEA
Vanguard Ftse Developed Market

ETFs
4.89K
+ 20.87%
$47.57 - $52.44 $233K - $257K
28.3K $1.36M
IWD
Ishares Russell 1000 Val ETF

ETFs
671
+ 26.95%
$183.23 - $199.79 $123K - $134K
3.16K $585K
OKE
Oneok Inc

Energy
380
+ 4.95%
$92.28 - $117.05 $35.1K - $44.5K
8.05K $808K
AZO
Autozone Inc

Consumer Cyclical
32
+ 26.89%
$2981.19 - $3370.27 $95.4K - $108K
151 $483K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.79K
+ 8.88%
$91.94 - $100.02 $164K - $179K
21.9K $2.03M
MO
Altria Group, Inc.

Consumer Defensive
1.57K
+ 8.06%
$49.06 - $57.74 $76.8K - $90.4K
21K $1.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 0.1%
$241.48 - $274.89 $2.41K - $2.75K
9.99K $2.53M
CTVA
Corteva, Inc.

Basic Materials
1.93K
+ 39.56%
$55.21 - $64.13 $107K - $124K
6.82K $388K
NTNX
Nutanix, Inc.

Technology
60
+ 0.12%
$56.46 - $73.18 $3.39K - $4.39K
50.4K $3.08M
PYPL
Pay Pal Holdings, Inc.

Financial Services
831
+ 22.55%
$77.25 - $91.3 $64.2K - $75.9K
4.52K $385K
COP
Conocophillips

Energy
1.36K
+ 21.14%
$95.12 - $114.72 $129K - $156K
7.78K $771K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
119K
+ 200.03%
$22.01 - $66.82 $2.63M - $7.98M
179K $4.06M
HYG
Ishares Tr

ETFs
1.28K
+ 34.84%
$78.09 - $80.04 $99.7K - $102K
4.94K $388K
PGR
Progressive Corp

Financial Services
540
+ 20.59%
$239.6 - $268.88 $129K - $145K
3.16K $757K
PRME
Prime Medicine, Inc.
31.7K
New
$2.64 - $4.46 $83.7K - $141K
31.7K $92K
ABT
Abbott Laboratories

Healthcare
1.52K
+ 1.72%
$111.93 - $119.39 $170K - $181K
89.5K $10.1M
CMI
Cummins Inc

Industrials
125
+ 6.93%
$324.93 - $383.42 $40.6K - $47.9K
1.93K $672K
APD
Air Products & Chemicals, Inc.

Basic Materials
323
+ 41.89%
$285.5 - $335.62 $92.2K - $108K
1.09K $317K
T
At&T Inc.

Communication Services
3.09K
+ 15.59%
$21.22 - $23.88 $65.5K - $73.7K
22.9K $521K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.12K
+ 25.65%
$55.73 - $66.16 $62.5K - $74.2K
5.49K $331K
MET
Metlife Inc

Financial Services
994
+ 20.99%
$78.15 - $88.25 $77.7K - $87.7K
5.73K $469K
PH
Parker Hannifin Corp

Industrials
104
+ 5.21%
$621.74 - $709.46 $64.7K - $73.8K
2.1K $1.34M
DE
Deere & CO

Industrials
134
+ 4.85%
$389.45 - $466.0 $52.2K - $62.4K
2.9K $1.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
460
+ 29.08%
$174.22 - $187.62 $80.1K - $86.3K
2.04K $357K
RJF
Raymond James Financial Inc

Financial Services
67
+ 3.5%
$123.0 - $170.1 $8.24K - $11.4K
1.98K $307K
ANSS
Ansys Inc

Technology
130
+ 8.91%
$313.05 - $361.45 $40.7K - $47K
1.59K $536K
Activity Summary
Buys All Purchases 285 New Holdings 38 Increased Positions 247 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 2 Puts 0
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