Crestwood Advisors Group LLC Incresed Positions in Q2 2025

Crestwood Advisors Group LLC

  • $5.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.28K
+ 0.23%
$354.56 - $497.45 $452K - $634K
560K $279M
SUB
Ishares Short Term National Mu

ETFs
350K
+ 730.75%
$104.77 - $106.34 $36.7M - $37.2M
398K $42.3M
NVDA
Nvidia Corp

Technology
79.9K
+ 16.18%
$94.31 - $157.99 $7.54M - $12.6M
574K $90.7M
AMZN
Amazon Com Inc

Consumer Cyclical
30.4K
+ 3.21%
$167.32 - $223.3 $5.08M - $6.78M
977K $214M
META
Meta Platforms, Inc.

Communication Services
3.75K
+ 1.95%
$484.66 - $738.09 $1.82M - $2.77M
196K $145M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
315K
+ 343.1%
$51.16 - $62.02 $16.1M - $19.6M
407K $25.3M
GOOGL
Alphabet Inc.

Communication Services
2.75K
+ 0.34%
$144.7 - $178.6 $397K - $490K
802K $141M
TXN
Texas Instruments Inc

Technology
87.9K
+ 90.16%
N/A
185K $36.1M
ORCL
Oracle Corp

Technology
9.66K
+ 5.29%
$122.82 - $218.63 $1.19M - $2.11M
192K $42M
CME
Cme Group Inc.

Financial Services
49.1K
+ 40.15%
$252.37 - $290.71 $12.4M - $14.3M
171K $47.2M
DEO
Diageo PLC

Consumer Defensive
111K
+ 68.52%
$99.86 - $115.75 $11.1M - $12.8M
272K $27.5M
MA
Mastercard Inc

Financial Services
11.6K
+ 18.61%
$479.92 - $590.74 $5.55M - $6.83M
73.6K $41.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.03K
+ 0.74%
$108.12 - $135.04 $327K - $409K
410K $55.4M
VSLU
ETF Opportunities Tr Applied F
17.6K
+ 1.46%
$31.34 - $39.15 $552K - $690K
1.23M $48.1M
URI
United Rentals, Inc.

Industrials
23
+ 0.06%
$551.94 - $753.4 $12.7K - $17.3K
35.5K $26.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.69K
+ 1.29%
$50.08 - $63.14 $285K - $359K
446K $28.2M
IEFA
Ishares Tr

ETFs
5.33K
+ 1.27%
$67.83 - $84.09 $362K - $448K
425K $35.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
34.5K
+ 3.38%
$96.84 - $99.46 $3.34M - $3.43M
1.05M $105M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
13.8K
+ 0.85%
$35.35 - $42.68 $489K - $590K
1.63M $69.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
263
+ 0.46%
$496.48 - $617.85 $131K - $162K
58K $35.8M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5.87K
+ 200.48%
$468.22 - $566.51 $2.75M - $3.32M
8.8K $4.98M
FISV
Fiserv Inc

Technology
26.8K
+ 4.09%
N/A
682K $85.4M
BAC
Bank Of America Corp

Financial Services
1.32K
+ 0.26%
$34.39 - $47.46 $45.4K - $62.6K
518K $24.5M
NOW
Service Now, Inc.

Technology
134
+ 1.23%
$721.65 - $1040.18 $96.7K - $139K
11.1K $11.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
48
+ 0.19%
$416.06 - $551.64 $20K - $26.5K
25.7K $14.2M
OLED
Universal Display Corp Pa

Technology
391
+ 0.3%
$106.6 - $161.02 $41.7K - $63K
132K $20.3M
NFLX
Netflix Inc

Communication Services
195
+ 5.19%
$855.86 - $1339.13 $167K - $261K
3.95K $5.29M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
39.8K
+ 25.26%
$43.63 - $45.4 $1.74M - $1.81M
198K $8.82M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
75.9K
+ 2.24%
$22.54 - $23.17 $1.71M - $1.76M
3.46M $79.5M
QCOM
Qualcomm Inc

Technology
568
+ 0.23%
$124.66 - $159.48 $70.8K - $90.6K
245K $39.1M
IWV
Ishares Russell 3000 ETF

ETFs
36
+ 0.08%
$281.67 - $351.0 $10.1K - $12.6K
43.4K $15.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.39K
+ 5.58%
$72.96 - $90.39 $466K - $577K
121K $10.8M
IBM
International Business Machines Corp

Technology
1.06K
+ 4.28%
$221.03 - $294.78 $233K - $311K
25.7K $7.57M
AZN
Astrazeneca PLC

Healthcare
42.8K
+ 9.89%
$64.87 - $75.0 $2.77M - $3.21M
475K $33.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.65K
+ 9.89%
$152.42 - $182.82 $708K - $849K
51.6K $9.44M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.96K
+ 8.0%
$90.56 - $109.49 $721K - $871K
107K $11.7M
ETN
Eaton Corp PLC

Industrials
87
+ 0.58%
$246.52 - $356.99 $21.4K - $31.1K
15.2K $5.41M
TSLA
Tesla, Inc.

Consumer Cyclical
2.31K
+ 25.35%
$221.86 - $362.89 $512K - $838K
11.4K $3.63M
SF
Stifel Financial Corp

Financial Services
189
+ 0.15%
$76.49 - $103.78 $14.5K - $19.6K
127K $13.2M
EMR
Emerson Electric CO

Industrials
1.13K
+ 2.54%
$94.15 - $133.33 $106K - $151K
45.5K $6.07M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
18.6K
+ 4.26%
$49.73 - $51.44 $925K - $957K
455K $23.4M
PLTR
Palantir Technologies Inc.

Technology
1.62K
+ 9.71%
$74.01 - $144.25 $120K - $233K
18.3K $2.49M
XLK
Technology Sector Spdr

ETFs
713
+ 4.58%
$179.73 - $253.23 $128K - $181K
16.3K $4.12M
GE
General Electric CO

Industrials
7
+ 0.05%
$166.81 - $257.39 $1.17K - $1.8K
13K $3.35M
MS
Morgan Stanley

Financial Services
3.05K
+ 23.23%
$99.83 - $140.86 $304K - $429K
16.2K $2.28M
INTU
Intuit Inc

Technology
367
+ 14.22%
$544.07 - $787.63 $200K - $289K
2.95K $2.32M
WMT
Walmart Inc.

Consumer Defensive
1.88K
+ 3.42%
$81.79 - $99.98 $154K - $188K
56.9K $5.56M
ARCC
Ares Capital Corp

Financial Services
30.1K
+ 15.04%
$18.91 - $22.43 $569K - $675K
230K $5.06M
CRWD
Crowd Strike Holdings, Inc.

Technology
22
+ 0.57%
$321.63 - $509.31 $7.08K - $11.2K
3.87K $1.97M
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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