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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.44K
+ 2.45%
$33.46 - $41.33 $48.2K - $59.5K
60.2K $2.49M
ALGN
Align Technology Inc

Healthcare
1.22K
New
$144.32 - $190.42 $175K - $231K
1.22K $230K
EBAY
Ebay Inc

Consumer Cyclical
3.1K
New
$59.52 - $79.36 $184K - $246K
3.1K $230K
PH
Parker Hannifin Corp

Industrials
23
+ 0.98%
$517.23 - $700.54 $11.9K - $16.1K
2.37K $1.66M
VST
Vistra Corp.

Utilities
1.19K
New
$98.07 - $195.04 $116K - $231K
1.19K $229K
VRSN
Verisign Inc

Technology
779
New
$234.49 - $288.8 $183K - $225K
779 $224K
ILF
Ishares Latin America 40 ETF

ETFs
8.44K
New
$21.35 - $26.21 $180K - $221K
8.44K $221K
HUBB
Hubbell Inc

Industrials
537
New
$315.94 - $408.41 $170K - $219K
537 $219K
TROW
Price T Rowe Group Inc

Financial Services
2.27K
New
$80.27 - $98.06 $182K - $222K
2.27K $218K
AMP
Ameriprise Financial Inc

Financial Services
407
New
$422.19 - $533.73 $172K - $217K
407 $217K
FCX
Freeport Mcmoran Inc

Basic Materials
4.89K
New
$29.15 - $44.46 $142K - $217K
4.89K $211K
KD
Kyndryl Holdings, Inc.

Technology
4.96K
New
$27.77 - $41.96 $138K - $208K
4.96K $208K
TTWO
Take Two Interactive Software Inc

Communication Services
851
New
$194.58 - $243.05 $166K - $207K
851 $206K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.01K
New
$22.27 - $29.21 $156K - $205K
7.01K $204K
IYW
Ishares Dj Us Tech ETF

ETFs
1.17K
New
$122.57 - $173.27 $144K - $203K
1.17K $203K
WELL
Welltower Inc.

Real Estate
1.32K
New
$136.49 - $155.22 $180K - $205K
1.32K $202K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.92K
+ 59.98%
$74.88 - $91.97 $144K - $177K
5.13K $471K
DE
Deere & CO

Industrials
133
+ 4.27%
$412.99 - $531.48 $54.9K - $70.7K
3.25K $1.65M
BA
Boeing CO

Industrials
436
+ 17.93%
$136.59 - $217.51 $59.6K - $94.8K
2.87K $600K
GD
General Dynamics Corp

Industrials
349
+ 9.06%
$247.68 - $291.66 $86.4K - $102K
4.2K $1.23M
VIRT
Virtu Financial, Inc.

Financial Services
15
+ 0.06%
$32.82 - $44.79 $492 - $672
26K $1.16M
DGX
Quest Diagnostics Inc

Healthcare
1.23K
New
N/A
1.23K $168K
WM
Waste Management Inc

Industrials
787
+ 12.49%
$216.47 - $242.1 $170K - $191K
7.09K $1.62M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.25K
+ 40.06%
$45.98 - $56.15 $103K - $126K
7.85K $440K
T
At&T Inc.

Communication Services
4.69K
+ 18.48%
$26.33 - $28.94 $123K - $136K
30.1K $869K
GBDC
Golub Capital Bdc, Inc.

Financial Services
10.4K
New
$13.03 - $15.28 $136K - $159K
10.4K $152K
IJK
Ishares S&P Midcap 400 Growth

ETFs
184
+ 1.04%
$73.7 - $90.98 $13.6K - $16.7K
17.8K $1.62M
LMT
Lockheed Martin Corp

Industrials
154
+ 3.18%
$430.82 - $486.45 $66.3K - $74.9K
4.99K $2.31M
DASH
Door Dash, Inc.

Communication Services
299
+ 26.65%
$163.16 - $246.51 $48.8K - $73.7K
1.42K $350K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
961
+ 4.4%
$81.46 - $94.63 $78.3K - $90.9K
22.8K $2.16M
GWW
W.W. Grainger, Inc.

Industrials
99
+ 19.57%
$919.93 - $1101.66 $91.1K - $109K
605 $629K
CMI
Cummins Inc

Industrials
307
+ 15.17%
$267.12 - $336.65 $82K - $103K
2.33K $763K
NSC
Norfolk Southern Corp

Industrials
174
+ 4.01%
$206.34 - $257.46 $35.9K - $44.8K
4.51K $1.15M
CM
Canadian Imperial Bank Of Commerce

Financial Services
287
+ 4.16%
$54.6 - $70.83 $15.7K - $20.3K
7.19K $509K
EEM
Ishares Msci Emerging Markets

ETFs
782
+ 4.48%
$38.52 - $48.28 $30.1K - $37.8K
18.2K $879K
IDXX
Idexx Laboratories Inc

Healthcare
31
+ 3.74%
$361.04 - $536.34 $11.2K - $16.6K
860 $461K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
762
+ 16.31%
$103.88 - $123.68 $79.2K - $94.2K
5.43K $671K
AIG
American International Group, Inc.

Financial Services
1.37K
+ 26.76%
$77.56 - $87.72 $106K - $120K
6.48K $554K
MCO
Moodys Corp

Financial Services
172
+ 26.92%
$396.7 - $501.59 $68.2K - $86.3K
811 $406K
THC
Tenet Healthcare Corp

Healthcare
18
+ 0.71%
$110.41 - $176.0 $1.99K - $3.17K
2.54K $447K
AVT
Avnet Inc

Technology
102
+ 0.51%
$41.51 - $53.08 $4.23K - $5.41K
19.9K $1.06M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
782
+ 17.73%
$73.02 - $90.22 $57.1K - $70.6K
5.19K $463K
ARCB
Arcbest Corp

Industrials
63
+ 0.42%
$56.73 - $77.01 $3.57K - $4.85K
15.1K $1.16M
ADP
Automatic Data Processing Inc

Industrials
277
+ 5.95%
$276.76 - $326.81 $76.7K - $90.5K
4.93K $1.52M
ADSK
Autodesk, Inc.

Technology
402
+ 43.93%
N/A
1.32K $323K
IR
Ingersoll Rand Inc.

Industrials
466
+ 2.48%
$66.75 - $84.94 $31.1K - $39.6K
19.2K $1.6M
DUK
Duke Energy Corp

Utilities
1K
+ 18.56%
$112.46 - $124.05 $113K - $124K
6.41K $755K
CTAS
Cintas Corp

Industrials
328
+ 24.92%
$190.11 - $227.66 $62.4K - $74.7K
1.64K $366K
CTVA
Corteva, Inc.

Basic Materials
95
+ 1.27%
$55.52 - $74.53 $5.27K - $7.08K
7.59K $565K
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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