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
BMY
Bristol Myers Squibb CO

Healthcare
4.33K
+ 38.43%
$53.9 - $63.11 $233K - $273K
15.6K $950K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.61K
+ 2.1%
$51.52 - $52.37 $186K - $189K
176K $9.19M
INTU
Intuit Inc

Technology
537
+ 26.28%
$555.63 - $630.23 $298K - $338K
2.58K $1.58M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.49K
+ 13.22%
$76.94 - $78.28 $269K - $273K
29.9K $2.34M
UBER
Uber Technologies, Inc

Technology
2.86K
+ 43.55%
$63.17 - $81.49 $181K - $233K
9.42K $686K
TDG
Trans Digm Group Inc

Industrials
199
New
$1251.32 - $1394.11 $249K - $277K
199 $275K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.21K
New
$82.81 - $92.93 $265K - $298K
3.21K $272K
CTAS
Cintas Corp

Industrials
1.32K
New
$182.09 - $208.14 $240K - $274K
1.32K $270K
SNPS
Synopsys Inc

Technology
627
New
$428.58 - $551.54 $269K - $346K
627 $268K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.26K
+ 33.16%
$71.17 - $73.66 $232K - $240K
13.1K $961K
NVR
Nvr Inc

Consumer Cyclical
33
New
$7062.02 - $8382.63 $233K - $277K
33 $239K
DE
Deere & CO

Industrials
223
+ 7.7%
$408.57 - $509.27 $91.1K - $114K
3.12K $1.46M
TMUS
T Mobile Us, Inc.

Communication Services
724
+ 79.47%
$211.3 - $272.83 $153K - $198K
1.64K $436K
CSGP
Costar Group, Inc.

Real Estate
2.94K
New
$69.29 - $80.37 $204K - $236K
2.94K $233K
PAYX
Paychex Inc

Industrials
1.49K
New
$136.06 - $154.52 $202K - $229K
1.49K $229K
EXC
Exelon Corp

Utilities
4.94K
New
$37.3 - $46.08 $184K - $228K
4.94K $227K
MPWR
Monolithic Power Systems Inc

Technology
387
New
$565.7 - $720.25 $219K - $279K
387 $224K
ADSK
Autodesk, Inc.

Technology
915
New
N/A
915 $224K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
13.4K
New
$15.34 - $18.99 $205K - $254K
13.4K $217K
INTC
Intel Corp

Technology
7.52K
+ 47.77%
$19.1 - $27.39 $144K - $206K
23.3K $528K
CL
Colgate Palmolive CO

Consumer Defensive
1.25K
+ 3.65%
$85.68 - $97.5 $107K - $122K
35.6K $3.34M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.71K
New
$106.31 - $123.73 $182K - $212K
1.71K $211K
ELV
Elevance Health, Inc.

Healthcare
383
+ 57.25%
$365.9 - $436.25 $140K - $167K
1.05K $457K
MSEX
Middlesex Water CO

Utilities
3.25K
New
$48.68 - $64.93 $158K - $211K
3.25K $208K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.19K
New
$168.84 - $202.89 $201K - $241K
1.19K $208K
PRI
Primerica, Inc.

Financial Services
726
New
$271.41 - $296.43 $197K - $215K
726 $206K
DASH
Door Dash, Inc.

Communication Services
1.12K
New
$168.37 - $213.38 $189K - $239K
1.12K $205K
AZO
Autozone Inc

Consumer Cyclical
29
+ 19.21%
$3193.96 - $3828.11 $92.6K - $111K
180 $686K
MO
Altria Group, Inc.

Consumer Defensive
655
+ 3.12%
$50.81 - $60.02 $33.3K - $39.3K
21.6K $1.3M
XEL
Xcel Energy Inc

Utilities
2.83K
New
$63.37 - $72.1 $179K - $204K
2.83K $200K
T
At&T Inc.

Communication Services
2.49K
+ 10.88%
$21.56 - $28.28 $53.7K - $70.4K
25.4K $717K
AEP
American Electric Power CO Inc

Utilities
525
+ 6.63%
$90.32 - $109.27 $47.4K - $57.4K
8.45K $922K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.02K
+ 17.94%
$247.97 - $296.33 $501K - $599K
13.3K $3.35M
YUM
Yum Brands Inc

Consumer Cyclical
722
+ 22.34%
$123.25 - $162.53 $89K - $117K
3.95K $622K
PGR
Progressive Corp

Financial Services
176
+ 5.57%
$235.61 - $291.22 $41.5K - $51.3K
3.34K $944K
VRSK
Verisk Analytics, Inc.

Industrials
523
+ 68.91%
$268.63 - $301.33 $140K - $158K
1.28K $381K
IWB
Ishares Tr Russell 1000 ETF

ETFs
897
+ 12.17%
$302.31 - $337.54 $271K - $303K
8.27K $2.54M
IAU
Ishares Gold Trust

ETFs
1.52K
+ 21.04%
$49.74 - $58.96 $75.8K - $89.9K
8.77K $517K
AMD
Advanced Micro Devices Inc

Technology
2.6K
+ 42.0%
$96.63 - $129.55 $251K - $337K
8.79K $903K
CWEN
Clearway Energy, Inc.

Utilities
1
+ 0.0%
$24.63 - $30.42 $24.6 - $30.4
35.6K $1.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.75K
+ 6.21%
$168.16 - $186.21 $462K - $511K
47K $8.03M
VZ
Verizon Communications Inc

Communication Services
1.57K
+ 11.29%
$37.81 - $46.49 $59.4K - $73.1K
15.5K $703K
AIG
American International Group, Inc.

Financial Services
1.01K
+ 24.71%
$70.5 - $86.94 $71.4K - $88.1K
5.11K $444K
GD
General Dynamics Corp

Industrials
419
+ 12.2%
$241.94 - $272.58 $101K - $114K
3.85K $1.05M
AWK
American Water Works Company, Inc.

Utilities
199
+ 4.23%
$121.01 - $149.31 $24.1K - $29.7K
4.9K $723K
MCK
Mckesson Corp

Healthcare
137
+ 31.35%
$566.21 - $672.99 $77.6K - $92.2K
574 $386K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.27K
+ 37.25%
$117.4 - $131.02 $149K - $166K
4.67K $559K
UMC
United Microelectronics Corp

Technology
18K
New
$5.69 - $7.15 $102K - $128K
18K $128K
IVE
Ishares S&P 500 Value ETF

ETFs
678
+ 6.71%
$185.78 - $198.58 $126K - $135K
10.8K $2.05M
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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