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
VBR
Vanguard Small Cap Value ETF

ETFs
10
+ 0.32%
$162.76 - $195.77 $1.63K - $1.96K
3.18K $619K
IWD
Ishares Russell 1000 Val ETF

ETFs
52
+ 1.67%
$166.82 - $194.23 $8.67K - $10.1K
3.16K $613K
D
Dominion Energy, Inc

Utilities
422
+ 5.36%
$49.66 - $58.0 $21K - $24.5K
8.29K $468K
ODFL
Old Dominion Freight Line, Inc.

Industrials
209
+ 9.73%
$146.74 - $176.07 $30.7K - $36.8K
2.36K $382K
EXC
Exelon Corp

Utilities
902
+ 18.24%
$42.2 - $47.37 $38.1K - $42.7K
5.85K $253K
UMC
United Microelectronics Corp

Technology
1.66K
+ 9.26%
$6.12 - $8.32 $10.2K - $13.8K
19.6K $150K
FDX
Fedex Corp

Industrials
183
+ 15.71%
$198.07 - $245.17 $36.2K - $44.9K
1.35K $306K
PFF
Ishares Trust Ishares Pfd And

ETFs
775
+ 2.34%
$29.0 - $30.68 $22.5K - $23.8K
33.9K $1.04M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
25
+ 0.82%
$86.58 - $104.98 $2.16K - $2.62K
3.09K $324K
NOC
Northrop Grumman Corp

Industrials
104
+ 3.92%
$456.3 - $540.39 $47.5K - $56.2K
2.76K $1.38M
XLU
Utilities Sector Spdr

ETFs
101
+ 2.51%
$73.09 - $82.77 $7.38K - $8.36K
4.13K $337K
PFE
Pfizer Inc

Healthcare
6.85K
+ 5.03%
$21.59 - $24.84 $148K - $170K
143K $3.47M
FAST
Fastenal CO

Industrials
6.66K
+ 89.73%
$40.65 - $83.16 $271K - $553K
14.1K $591K
AFL
Aflac Inc

Financial Services
264
+ 10.54%
$99.77 - $112.45 $26.3K - $29.7K
2.77K $292K
SONY
Sony Group Corp

Technology
180
+ 1.39%
$21.24 - $26.88 $3.82K - $4.84K
13.1K $341K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
122
+ 26.12%
$483.07 - $625.6 $58.9K - $76.3K
589 $309K
WPC
W. P. Carey Inc.

Real Estate
288
+ 4.19%
$56.12 - $64.53 $16.2K - $18.6K
7.17K $446K
BND
Vanguard Bd Index Fd Inc Total

ETFs
118
+ 0.9%
$72.02 - $73.82 $8.5K - $8.71K
13.2K $972K
VGIT
Vanguard Intermediate Term Tre

ETFs
76
+ 0.78%
$58.63 - $59.9 $4.46K - $4.55K
9.83K $588K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
102
+ 0.47%
$10.59 - $11.48 $1.08K - $1.17K
22K $252K
XLP
Consumer Staples Sector Spdr

ETFs
37
+ 0.32%
N/A
11.6K $883K
VDC
Vanguard Consumer Staples ETF

ETFs
8
+ 0.54%
$204.89 - $224.73 $1.64K - $1.8K
1.49K $326K
DTE
Dte Energy CO

Utilities
86
+ 5.12%
$127.39 - $139.49 $11K - $12K
1.77K $234K
ROLL
Rbc Bearings Inc

Industrials
4
+ 0.59%
N/A
678 $166K
Brookfield Corp Cl A LTD Vt Sh
16.2K
New
N/A
16.2K $0
Ralliant Corp Com
27K
New
N/A
27K $0
Arista Networks Inc Com Shs
1.65K
+ 31.3%
N/A
6.93K $0
Te Connectivity PLC Ord Shs
1.59K
New
N/A
1.59K $0
Blackrock Inc Com
140
+ 7.56%
N/A
1.99K $0
Jacobs Solutions Inc Com
453
+ 0.57%
N/A
80.4K $0
STLD
Steel Dynamics Inc

Basic Materials
1
+ 0.02%
N/A
4.24K $415K
Monogram Technologies Inc Com
10K
New
N/A
10K $0
Ge Vernova Inc Com
387
+ 11.65%
N/A
3.71K $0
Jpmorgan Equity Focus ETF
5.79K
+ 14.86%
N/A
44.7K $0
Amentum Holdings Inc Com
1.22K
+ 1.51%
N/A
81.8K $0
Thomson Reuters Corp Com
1.04K
New
N/A
1.04K $0
Lazard Inc Com
2.47K
+ 1.36%
N/A
184K $0
Gmo U.S. Quality ETF Shs
27.6K
+ 2.63%
N/A
1.08M $0
Alps/Smith Core Plus Bond ETF
12.4K
New
N/A
12.4K $0
Canadian Pacific Kansas City Com
2.57K
New
N/A
2.57K $0
ED
Consolidated Edison Inc

Utilities
496
+ 10.09%
$98.05 - $113.3 $48.6K - $56.2K
5.41K $543K
GIS
General Mills Inc

Consumer Defensive
826
+ 14.82%
$50.37 - $60.97 $41.6K - $50.4K
6.4K $331K
WAT
Waters Corp

Healthcare
51
+ 4.74%
$307.71 - $366.67 $15.7K - $18.7K
1.13K $393K
ALL
Allstate Corp

Financial Services
22
+ 1.45%
$180.53 - $212.64 $3.97K - $4.68K
1.54K $309K
DD
Du Pont De Nemours, Inc.

Basic Materials
525
+ 7.68%
$55.13 - $75.25 $28.9K - $39.5K
7.36K $504K
IBRX
Immunity Bio, Inc.

Healthcare
187
+ 0.84%
$1.89 - $3.44 $353 - $643
22.4K $59K
UHT
Universal Health Realty Income Trust

Real Estate
34
+ 0.3%
$36.71 - $41.51 $1.25K - $1.41K
11.3K $450K
PAYX
Paychex Inc

Industrials
2
+ 0.13%
$137.01 - $159.78 $274 - $320
1.49K $216K
TGT
Target Corp

Consumer Defensive
546
+ 4.58%
$88.76 - $105.77 $48.5K - $57.8K
12.5K $1.23M
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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