Crestwood Advisors Group LLC Incresed Positions in Q1 2025

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
427K
+ 7350.19%
$65.37 - $77.96 $27.9M - $33.3M
432K $31.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.39K
+ 1.33%
$442.66 - $534.52 $1.5M - $1.81M
259K $138M
V
Visa Inc.

Financial Services
312
+ 0.09%
$306.92 - $362.71 $95.8K - $113K
344K $121M
TXN
Texas Instruments Inc

Technology
58.4K
+ 149.4%
N/A
97.5K $19M
NVDA
Nvidia Corp

Technology
160K
+ 48.01%
$106.98 - $149.43 $17.1M - $23.9M
494K $53.5M
ROP
Roper Technologies Inc

Industrials
2.5K
+ 2.86%
$502.71 - $593.81 $1.26M - $1.49M
89.9K $53M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
52.2K
+ 5.39%
$95.85 - $99.25 $5M - $5.18M
1.02M $101M
MUB
Ishares National Muni Bond ETF

ETFs
61.1K
+ 9.63%
$104.71 - $107.69 $6.4M - $6.58M
695K $73.3M
CME
Cme Group Inc.

Financial Services
7.14K
+ 6.2%
$225.82 - $266.54 $1.61M - $1.9M
122K $32.4M
ABBV
Abb Vie Inc.

Healthcare
6.07K
+ 5.37%
$169.2 - $216.66 $1.03M - $1.32M
119K $25M
MA
Mastercard Inc

Financial Services
4.1K
+ 7.07%
$504.67 - $576.31 $2.07M - $2.36M
62.1K $34M
META
Meta Platforms, Inc.

Communication Services
9.84K
+ 5.39%
$576.36 - $736.67 $5.67M - $7.25M
192K $111M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
67.1K
+ 5.4%
$49.25 - $50.66 $3.3M - $3.4M
1.31M $65M
LLY
Eli Lilly & CO

Healthcare
896
+ 2.49%
$725.72 - $929.72 $650K - $833K
36.9K $30.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.48K
+ 77.19%
$402.49 - $513.76 $1.8M - $2.3M
10.3K $4.98M
MCD
Mcdonalds Corp

Consumer Cyclical
6.36K
+ 24.02%
$279.74 - $321.29 $1.78M - $2.04M
32.9K $10.3M
JPM
Jpmorgan Chase & CO

Financial Services
4.62K
+ 1.87%
$225.19 - $279.95 $1.04M - $1.29M
252K $61.7M
BSX
Boston Scientific Corp

Healthcare
13.5K
+ 19.86%
$89.38 - $106.18 $1.21M - $1.43M
81.4K $8.21M
ABT
Abbott Laboratories

Healthcare
2.3K
+ 2.57%
$111.1 - $140.22 $255K - $322K
91.8K $12.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
78.3K
+ 2.37%
$22.25 - $23.0 $1.74M - $1.8M
3.38M $77.8M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
29.2K
+ 7.17%
$49.67 - $51.43 $1.45M - $1.5M
437K $22.3M
CVX
Chevron Corp

Energy
582
+ 0.77%
$146.71 - $167.97 $85.4K - $97.8K
75.8K $12.7M
WFC
Wells Fargo & Company

Financial Services
23.8K
+ 58.97%
$66.78 - $81.42 $1.59M - $1.93M
64K $4.6M
SUB
Ishares Short Term National Mu

ETFs
15.9K
+ 49.5%
$105.3 - $106.24 $1.67M - $1.68M
47.9K $5.06M
KO
Coca Cola CO

Consumer Defensive
4.55K
+ 3.24%
$60.81 - $72.32 $277K - $329K
145K $10.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.03K
+ 186.21%
$1187.71 - $1432.58 $1.22M - $1.47M
1.58K $2.26M
FIS
Fidelity National Information Services, Inc.

Technology
21K
+ 522.37%
$68.12 - $83.42 $1.43M - $1.75M
25K $1.87M
XOM
Exxon Mobil Corp

Energy
374
+ 0.29%
$105.44 - $118.93 $39.4K - $44.5K
131K $15.6M
ITW
Illinois Tool Works Inc

Industrials
6.23K
+ 155.4%
$244.9 - $274.48 $1.52M - $1.71M
10.2K $2.54M
ADI
Analog Devices Inc

Technology
8.91K
+ 27.41%
$201.56 - $243.82 $1.8M - $2.17M
41.4K $8.35M
PANW
Palo Alto Networks Inc

Technology
12.1K
+ 18.34%
$167.82 - $208.28 $2.03M - $2.52M
78K $13.3M
WMB
Williams Companies, Inc.

Energy
684
+ 0.31%
$54.02 - $61.09 $36.9K - $41.8K
221K $13.2M
AMT
American Tower Corp

Real Estate
2.35K
+ 11.62%
$173.46 - $217.6 $408K - $512K
22.6K $4.92M
IBM
International Business Machines Corp

Technology
1.77K
+ 7.75%
$217.4 - $264.74 $385K - $469K
24.6K $6.13M
CYBR
Cyber Ark Software Ltd.

Technology
3.11K
+ 205.02%
$312.8 - $414.31 $972K - $1.29M
4.62K $1.56M
WM
Waste Management Inc

Industrials
4.24K
+ 205.87%
$200.54 - $233.78 $850K - $991K
6.3K $1.46M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
9.69K
+ 88.17%
$113.22 - $126.36 $1.1M - $1.22M
20.7K $2.38M
NOC
Northrop Grumman Corp

Industrials
1.83K
+ 220.68%
$433.45 - $513.82 $791K - $938K
2.65K $1.36M
FNF
Fidelity National Financial, Inc.

Financial Services
11.5K
+ 64.97%
$54.25 - $65.27 $625K - $752K
29.2K $1.9M
ARCC
Ares Capital Corp

Financial Services
38.9K
+ 24.12%
$21.28 - $23.81 $828K - $926K
200K $4.44M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.79K
+ 113.35%
$254.58 - $302.92 $964K - $1.15M
7.13K $1.82M
RJF
Raymond James Financial Inc

Financial Services
6.4K
+ 322.96%
$137.62 - $172.64 $881K - $1.11M
8.38K $1.16M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.59K
+ 118.27%
$522.96 - $601.18 $829K - $953K
2.93K $1.56M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.73K
+ 42.13%
$121.0 - $142.28 $935K - $1.1M
26.1K $3.25M
CDNS
Cadence Design Systems Inc

Technology
2.97K
+ 393.12%
$233.96 - $324.52 $695K - $964K
3.73K $948K
UNH
Unitedhealth Group Inc

Healthcare
1.21K
+ 29.18%
$461.52 - $548.18 $558K - $663K
5.36K $2.81M
SBUX
Starbucks Corp

Consumer Cyclical
3.66K
+ 8.45%
$91.75 - $115.81 $336K - $424K
47K $4.61M
UNP
Union Pacific Corp

Industrials
2.53K
+ 34.23%
$225.21 - $254.42 $570K - $643K
9.92K $2.34M
WMT
Walmart Inc.

Consumer Defensive
8.68K
+ 18.74%
$84.5 - $105.05 $733K - $911K
55K $4.83M
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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