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
IWS
Ishares Russell Midcap Value E

ETFs
75
+ 3.7%
$128.08 - $140.32 $9.61K - $10.5K
2.1K $272K
AIG
American International Group, Inc.

Financial Services
77
+ 1.91%
$70.0 - $79.22 $5.39K - $6.1K
4.1K $298K
HEIA
Heico Crp Cl A
123
+ 6.29%
N/A
2.08K $0
Arista Networks Inc Com Shs
5.35K
New
N/A
5.35K $0
Lam Research Corp Com New
299K
+ 1054.3%
N/A
328K $0
Labcorp Holdings Inc Com Shs
246
+ 26.37%
N/A
1.18K $0
Brookfield Infrastructure Corp Com Sub Vtg A
9.35K
New
N/A
9.35K $0
Blackrock Inc Com
140
+ 15.96%
N/A
1.02K $0
Fidelity Wise Origin Bitcoin Fund
3.15K
New
N/A
3.15K $0
Lazard Inc Com
738
+ 0.4%
N/A
185K $0
Amentum Holdings Inc Com
13.5K
+ 16.8%
N/A
93.5K $0
Jpmorgan Equity Focus ETF
13.6K
+ 209.21%
N/A
20.1K $0
Jacobs Solutions Inc Com
1.41K
+ 1.76%
N/A
81.5K $0
XLU
Utilities Sector Spdr

ETFs
259
+ 6.21%
$74.89 - $82.93 $19.4K - $21.5K
4.43K $335K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.93K
+ 98.23%
$25.33 - $51.16 $125K - $252K
9.96K $257K
GIS
General Mills Inc

Consumer Defensive
760
+ 15.09%
$62.78 - $74.62 $47.7K - $56.7K
5.8K $369K
AZN
Astrazeneca PLC

Healthcare
888
+ 18.06%
$63.2 - $79.58 $56.1K - $70.7K
5.8K $380K
GGG
Graco Inc

Industrials
87
+ 2.75%
$81.45 - $92.29 $7.09K - $8.03K
3.25K $273K
LHX
L3 Harris Technologies, Inc.

Industrials
201
+ 12.12%
$208.94 - $264.22 $42K - $53.1K
1.86K $391K
AEP
American Electric Power CO Inc

Utilities
729
+ 10.14%
$90.91 - $102.21 $66.3K - $74.5K
7.92K $730K
DOV
Dover Corp

Industrials
75
+ 1.44%
$184.72 - $206.51 $13.9K - $15.5K
5.28K $990K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2
+ 0.05%
$80.93 - $85.66 $162 - $171
3.64K $294K
DUK
Duke Energy Corp

Utilities
281
+ 5.51%
$105.76 - $120.76 $29.7K - $33.9K
5.38K $579K
VDC
Vanguard Consumer Staples ETF

ETFs
8
+ 0.54%
$210.96 - $223.62 $1.69K - $1.79K
1.48K $313K
PEG
Public Service Enterprise Group Inc

Utilities
56
+ 1.4%
$81.87 - $94.51 $4.58K - $5.29K
4.05K $342K
AFL
Aflac Inc

Financial Services
46
+ 1.74%
$100.37 - $115.27 $4.62K - $5.3K
2.69K $277K
NVS
Novartis Ag

Healthcare
205
+ 9.74%
$96.78 - $117.18 $19.8K - $24K
2.31K $224K
TD
Toronto Dominion Bank

Financial Services
373
+ 9.57%
$51.56 - $63.8 $19.2K - $23.8K
4.27K $227K
EXAS
Exact Sciences Corp

Healthcare
527
+ 12.22%
$49.33 - $71.97 $26K - $37.9K
4.84K $271K
OTIS
Otis Worldwide Corp

Industrials
71
+ 2.63%
$92.57 - $106.01 $6.57K - $7.53K
2.77K $256K
CEG
Constellation Energy Corp

Utilities
49
+ 4.5%
$224.28 - $285.52 $11K - $14K
1.14K $255K
ELV
Elevance Health, Inc.

Healthcare
142
+ 26.94%
$365.96 - $514.62 $52K - $73.1K
669 $247K
NSC
Norfolk Southern Corp

Industrials
135
+ 3.13%
$230.6 - $277.0 $31.1K - $37.4K
4.45K $1.04M
CNI
Canadian National Railway CO

Industrials
114
+ 4.22%
$100.62 - $117.12 $11.5K - $13.4K
2.81K $285K
VZ
Verizon Communications Inc

Communication Services
830
+ 6.34%
$39.6 - $45.21 $32.9K - $37.5K
13.9K $556K
PFF
Ishares Trust Ishares Pfd And

ETFs
772
+ 2.43%
$31.23 - $33.51 $24.1K - $25.9K
32.5K $1.02M
IRM
Iron Mountain Inc

Real Estate
81
+ 2.71%
$101.62 - $128.14 $8.23K - $10.4K
3.07K $322K
ON
On Semiconductor Corp

Technology
358
+ 6.06%
$63.05 - $74.7 $22.6K - $26.7K
6.26K $394K
HSY
Hershey CO

Consumer Defensive
19
+ 0.97%
$168.67 - $193.65 $3.2K - $3.68K
1.97K $333K
NOC
Northrop Grumman Corp

Industrials
14
+ 1.72%
$466.52 - $543.88 $6.53K - $7.61K
827 $388K
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.12%
$250.81 - $283.3 $502 - $567
1.71K $433K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.19K
+ 1.1%
$113.92 - $127.38 $135K - $151K
109K $12.5M
SYK
Stryker Corp

Healthcare
152
+ 0.15%
$345.14 - $392.15 $52.5K - $59.6K
101K $36.2M
NUE
Nucor Corp

Basic Materials
154
+ 6.44%
$115.78 - $167.74 $17.8K - $25.8K
2.55K $297K
CI
Cigna Corp

Healthcare
119
+ 7.66%
$265.59 - $358.58 $31.6K - $42.7K
1.67K $461K
AWK
American Water Works Company, Inc.

Utilities
163
+ 3.59%
$123.83 - $146.07 $20.2K - $23.8K
4.7K $585K
UHT
Universal Health Realty Income Trust

Real Estate
16
+ 0.17%
$36.47 - $45.19 $584 - $723
9.67K $359K
DVYE
Ishares Emerging Markets Divid

ETFs
927
+ 2.29%
$25.42 - $29.74 $23.6K - $27.6K
41.4K $1.07M
GD
General Dynamics Corp

Industrials
120
+ 3.62%
$260.28 - $314.03 $31.2K - $37.7K
3.44K $905K
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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