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
JCI
Johnson Controls International PLC

Industrials
155
+ 5.07%
$71.14 - $105.62 $11K - $16.4K
3.22K $339K
DVYE
Ishares Emerging Markets Divid

ETFs
1.25K
+ 3.03%
$23.95 - $29.03 $30K - $36.4K
42.6K $1.22M
GILD
Gilead Sciences, Inc.

Healthcare
955
+ 6.38%
$96.91 - $113.0 $92.5K - $108K
15.9K $1.76M
MCK
Mckesson Corp

Healthcare
75
+ 13.07%
$652.83 - $732.78 $49K - $55K
649 $475K
MSI
Motorola Solutions, Inc.

Technology
393
+ 8.8%
$394.72 - $440.39 $155K - $173K
4.86K $2.04M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.75K
+ 27.18%
$20.42 - $25.3 $56.2K - $69.6K
12.9K $325K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.78K
+ 2.7%
$50.28 - $50.47 $89.3K - $89.6K
67.7K $3.4M
NDAQ
Nasdaq, Inc.

Financial Services
287
+ 6.27%
$66.4 - $89.42 $19.1K - $25.7K
4.86K $434K
MSCI
Msci Inc.

Financial Services
136
+ 25.95%
$506.56 - $576.74 $68.9K - $78.4K
660 $380K
VLO
Valero Energy Corp

Energy
570
+ 21.84%
$104.69 - $141.77 $59.7K - $80.8K
3.18K $427K
CNI
Canadian National Railway CO

Industrials
515
+ 13.27%
$92.66 - $108.13 $47.7K - $55.7K
4.4K $457K
VZ
Verizon Communications Inc

Communication Services
2.54K
+ 16.35%
$41.67 - $45.62 $106K - $116K
18K $780K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
149
+ 0.08%
$51.68 - $52.76 $7.7K - $7.86K
176K $9.27M
CI
Cigna Corp

Healthcare
221
+ 14.52%
$301.89 - $340.04 $66.7K - $75.1K
1.74K $576K
IVE
Ishares S&P 500 Value ETF

ETFs
118
+ 1.1%
$168.34 - $195.42 $19.9K - $23.1K
10.9K $2.13M
TD
Toronto Dominion Bank

Financial Services
81
+ 1.72%
$55.71 - $73.45 $4.51K - $5.95K
4.79K $352K
BALL
Ball Corp

Consumer Cyclical
705
+ 9.11%
$44.94 - $56.99 $31.7K - $40.2K
8.45K $473K
SO
Southern CO

Utilities
755
+ 21.86%
$84.91 - $92.56 $64.1K - $69.9K
4.21K $386K
DOV
Dover Corp

Industrials
143
+ 2.7%
$151.14 - $186.7 $21.6K - $26.7K
5.44K $996K
AB
Alliancebernstein Holding L.P.

Financial Services
1
+ 0.0%
$33.0 - $41.77 $33 - $41.8
26.4K $1.08M
HIG
Hartford Financial Services Group, Inc.

Financial Services
474
+ 27.67%
$109.83 - $131.67 $52.1K - $62.4K
2.19K $277K
EXAS
Exact Sciences Corp

Healthcare
328
+ 6.8%
$40.31 - $58.08 $13.2K - $19.1K
5.15K $273K
IRM
Iron Mountain Inc

Real Estate
171
+ 5.95%
$76.93 - $105.25 $13.2K - $18K
3.05K $312K
VRSK
Verisk Analytics, Inc.

Industrials
142
+ 11.08%
$277.03 - $321.33 $39.3K - $45.6K
1.42K $443K
RSP
Invesco S&P 500 Equal Weight E

ETFs
250
+ 13.52%
$152.93 - $181.74 $38.2K - $45.4K
2.1K $381K
HOLX
Hologic Inc

Healthcare
664
+ 13.56%
$52.73 - $65.22 $35K - $43.3K
5.56K $362K
VTV
Vanguard Value ETF

ETFs
31
+ 0.22%
$153.67 - $176.74 $4.76K - $5.48K
13.9K $2.45M
MTB
M&T Bank Corp

Financial Services
54
+ 1.7%
$156.58 - $193.99 $8.46K - $10.5K
3.24K $627K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.14K
+ 1.87%
$32.62 - $33.58 $37.3K - $38.4K
62.3K $2.09M
PYPL
Pay Pal Holdings, Inc.

Financial Services
194
+ 4.34%
$57.41 - $74.81 $11.1K - $14.5K
4.67K $346K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
332
+ 1.61%
$17.76 - $22.1 $5.9K - $7.34K
21K $463K
PHO
Invesco Exchange Traded Fd Tr

ETFs
72
+ 0.78%
$58.13 - $69.92 $4.19K - $5.03K
9.25K $646K
MMM
3 M CO

Industrials
36
+ 0.39%
$126.09 - $154.15 $4.54K - $5.55K
9.2K $1.4M
FFIV
F5, Inc.

Technology
88
+ 8.92%
$239.25 - $295.9 $21.1K - $26K
1.08K $316K
SRE
Sempra Energy

Utilities
350
+ 6.04%
$63.78 - $78.91 $22.3K - $27.6K
6.15K $465K
CSL
Carlisle Companies Inc

Industrials
7
+ 0.47%
$317.1 - $408.5 $2.22K - $2.86K
1.49K $557K
PEG
Public Service Enterprise Group Inc

Utilities
505
+ 11.55%
$77.13 - $84.18 $39K - $42.5K
4.88K $410K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
36
+ 0.72%
$49.08 - $65.31 $1.77K - $2.35K
5.04K $321K
CB
Chubb LTD

Financial Services
262
+ 10.94%
$274.32 - $302.46 $71.9K - $79.2K
2.66K $769K
VTRS
Viatris Inc

Healthcare
4.72K
+ 44.22%
$7.26 - $9.12 $34.3K - $43K
15.4K $137K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
299
+ 3.64%
$116.93 - $119.39 $35K - $35.7K
8.52K $1.01M
HSY
Hershey CO

Consumer Defensive
320
+ 15.09%
$151.29 - $173.13 $48.4K - $55.4K
2.44K $405K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
140
+ 3.01%
$55.54 - $69.09 $7.78K - $9.67K
4.79K $331K
MET
Metlife Inc

Financial Services
503
+ 8.82%
$68.42 - $82.49 $34.4K - $41.5K
6.21K $499K
CCCC
C4 Therapeutics, Inc.

Healthcare
29K
New
$1.1 - $1.74 $31.9K - $50.5K
29K $41K
ABC
Amerisourcebergen Corp

Healthcare
219
+ 18.93%
N/A
1.38K $254K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.02K
+ 1.38%
$63.54 - $68.5 $64.5K - $69.5K
74.6K $5.03M
NVR
Nvr Inc

Consumer Cyclical
4
+ 12.12%
$6700.0 - $7410.93 $26.8K - $29.6K
37 $273K
USB
Us Bancorp \De\

Financial Services
237
+ 3.49%
$36.4 - $45.76 $8.63K - $10.8K
7.02K $317K
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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