Crestwood Advisors Group LLC Incresed Positions in Q4 2024

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
73.1K
+ 66.88%
$554.08 - $632.68 $40.5M - $46.3M
183K $108M
AMZN
Amazon Com Inc

Consumer Cyclical
21.3K
+ 2.31%
$180.88 - $232.93 $3.86M - $4.96M
942K $207M
AAPL
Apple Inc.

Technology
423
+ 0.03%
$221.69 - $259.02 $93.8K - $110K
1.46M $365M
GOOGL
Alphabet Inc.

Communication Services
12.8K
+ 1.68%
$161.86 - $196.66 $2.07M - $2.51M
773K $146M
CRM
Salesforce, Inc.

Technology
3.21K
+ 1.09%
$270.87 - $367.87 $870K - $1.18M
297K $99.5M
V
Visa Inc.

Financial Services
1.2K
+ 0.35%
$273.87 - $320.91 $328K - $384K
344K $109M
AVGO
Broadcom Inc.

Technology
14.5K
+ 8.76%
$159.67 - $250.0 $2.32M - $3.64M
181K $41.9M
IVV
Ishares Core S&P 500 ETF

ETFs
15.1K
+ 14.02%
$570.51 - $610.59 $8.64M - $9.25M
123K $72.5M
SEIC
Sei Investments CO

Financial Services
99.6K
+ 91.08%
$69.36 - $86.58 $6.91M - $8.63M
209K $17.2M
JPM
Jpmorgan Chase & CO

Financial Services
4.44K
+ 1.83%
$205.18 - $250.29 $911K - $1.11M
247K $59.2M
NVDA
Nvidia Corp

Technology
6.69K
+ 2.04%
$117.0 - $148.88 $782K - $995K
334K $44.8M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.35K
+ 0.5%
$229.83 - $258.46 $310K - $348K
271K $66.9M
MA
Mastercard Inc

Financial Services
5.41K
+ 10.3%
$491.3 - $536.15 $2.66M - $2.9M
58K $30.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.54K
+ 13.09%
$567.81 - $607.81 $3.71M - $3.97M
56.5K $33.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
181K
+ 76.71%
$24.94 - $26.14 $4.51M - $4.73M
416K $10.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
18.5K
+ 4.88%
$124.26 - $134.12 $2.3M - $2.48M
397K $51.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.4K
+ 48.5%
$176.42 - $186.91 $2.55M - $2.7M
44.2K $7.88M
VSLU
ETF Opportunities Tr Applied F
37.9K
+ 3.34%
$35.67 - $37.88 $1.35M - $1.44M
1.17M $43M
NOW
Service Now, Inc.

Technology
241
+ 2.28%
$867.18 - $1148.42 $209K - $277K
10.8K $11.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.57K
+ 5.02%
$521.84 - $558.82 $1.34M - $1.44M
53.9K $29M
SF
Stifel Financial Corp

Financial Services
155
+ 0.12%
$93.4 - $117.72 $14.5K - $18.2K
129K $13.7M
ARCC
Ares Capital Corp

Financial Services
67.4K
+ 71.82%
$20.74 - $22.27 $1.4M - $1.5M
161K $3.53M
TSLA
Tesla, Inc.

Consumer Cyclical
253
+ 2.61%
$213.65 - $479.86 $54.1K - $121K
9.95K $4.02M
WMT
Walmart Inc.

Consumer Defensive
12.3K
+ 36.17%
$79.1 - $95.7 $973K - $1.18M
46.3K $4.18M
CSCO
Cisco Systems, Inc.

Technology
5.94K
+ 3.38%
$52.45 - $60.02 $312K - $357K
181K $10.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
50.4K
+ 4.23%
$49.79 - $51.14 $2.51M - $2.58M
1.24M $62.3M
VTI
Vanguard Total Stock Market Et

ETFs
3.92K
+ 28.24%
$280.04 - $302.45 $1.1M - $1.18M
17.8K $5.16M
GS
Goldman Sachs Group Inc

Financial Services
216
+ 1.62%
$486.1 - $608.57 $105K - $131K
13.5K $7.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.24K
+ 5.6%
$481.22 - $538.17 $597K - $667K
23.4K $12M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.87K
+ 364.29%
$275.15 - $388.2 $789K - $1.11M
3.65K $1.25M
PANW
Palo Alto Networks Inc

Technology
33.6K
+ 103.83%
$181.96 - $405.9 $6.11M - $13.6M
65.9K $12M
AB
Alliancebernstein Holding L.P.

Financial Services
7.07K
+ 2.52%
$34.59 - $38.68 $245K - $274K
288K $10.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.74K
+ 17.49%
$91.29 - $91.8 $889K - $894K
65.4K $5.98M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.19K
+ 42.21%
$311.11 - $335.64 $680K - $734K
7.37K $2.37M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.83K
+ 234.17%
$104.59 - $118.05 $714K - $806K
9.74K $1.06M
WFC
Wells Fargo & Company

Financial Services
3.26K
+ 8.81%
$54.98 - $77.35 $179K - $252K
40.3K $2.83M
NFLX
Netflix Inc

Communication Services
190
+ 6.28%
$687.65 - $936.56 $131K - $178K
3.22K $2.87M
EMR
Emerson Electric CO

Industrials
647
+ 1.48%
$108.13 - $134.33 $70K - $86.9K
44.2K $5.48M
CB
Chubb LTD

Financial Services
2.64K
+ 138.74%
$271.57 - $301.89 $718K - $798K
4.55K $1.26M
PLTR
Palantir Technologies Inc.

Technology
6.18K
+ 113.07%
$36.46 - $82.38 $225K - $509K
11.6K $880K
NFE
New Fortress Energy Inc.

Utilities
1K
+ 0.93%
$8.0 - $15.12 $8K - $15.1K
109K $1.65M
IWF
Ishares Russell 1000 Gr ETF

ETFs
882
+ 7.84%
$370.24 - $418.94 $327K - $370K
12.1K $4.87M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
13.7K
+ 27.52%
$47.26 - $48.18 $646K - $659K
63.3K $3M
BSX
Boston Scientific Corp

Healthcare
1.4K
+ 2.1%
$83.62 - $91.5 $117K - $128K
67.9K $6.07M
MMM
3 M CO

Industrials
3.85K
+ 64.34%
$124.74 - $137.12 $480K - $527K
9.82K $1.27M
UNP
Union Pacific Corp

Industrials
2.16K
+ 41.28%
$223.15 - $249.32 $482K - $538K
7.39K $1.68M
XLK
Technology Sector Spdr

ETFs
1.29K
+ 9.17%
$220.26 - $241.44 $283K - $310K
15.3K $3.56M
PG
Procter & Gamble CO

Consumer Defensive
7.3K
+ 4.78%
$161.05 - $179.7 $1.18M - $1.31M
160K $26.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.52K
+ 46.18%
$172.07 - $207.36 $261K - $315K
4.81K $949K
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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