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
VB
Vanguard Small Cap ETF

ETFs
424
+ 1.27%
$193.73 - $237.37 $82.1K - $101K
33.8K $8.01M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.14K
+ 20.29%
$141.37 - $228.57 $161K - $260K
6.74K $1.53M
PM
Philip Morris International Inc.

Consumer Defensive
666
+ 3.58%
$149.23 - $184.95 $99.4K - $123K
19.3K $3.51M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.74K
+ 22.55%
$77.74 - $78.78 $524K - $531K
36.6K $2.88M
XLV
Select Sector Spdr Fund Health

ETFs
5.42K
+ 32.19%
$128.77 - $144.3 $698K - $782K
22.3K $3M
DLR
Digital Realty Trust, Inc.

Real Estate
566
+ 4.48%
$136.11 - $177.69 $77K - $101K
13.2K $2.3M
AXP
American Express CO

Financial Services
463
+ 6.74%
$231.39 - $318.98 $107K - $148K
7.33K $2.34M
BOTZ
Global X Fds

ETFs
2.81K
+ 2.95%
$24.51 - $32.65 $68.8K - $91.6K
97.8K $3.19M
RTX
Raytheon Technologies Corp

Industrials
709
+ 2.73%
$113.75 - $148.48 $80.6K - $105K
26.7K $3.9M
KEYS
Keysight Technologies, Inc.

Technology
496
+ 1.9%
$127.02 - $165.4 $63K - $82K
26.6K $4.35M
IWM
Ishares Russell 2000 ETF

ETFs
709
+ 4.25%
$174.82 - $215.79 $124K - $153K
17.4K $3.75M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
8.21K
+ 11.44%
$47.02 - $47.83 $386K - $393K
79.9K $3.82M
GLD
Spdr Gold Trust

ETFs
1.04K
+ 20.07%
$273.71 - $316.29 $286K - $330K
6.25K $1.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.35K
+ 15.18%
$58.41 - $72.69 $196K - $244K
25.4K $1.85M
VUG
Vanguard Growth ETF

ETFs
39
+ 0.75%
$329.49 - $438.4 $12.9K - $17.1K
5.26K $2.3M
MFC
Manulife Financial Corp

Financial Services
929
+ 0.22%
$26.93 - $32.44 $25K - $30.1K
416K $13.3M
COF
Capital One Financial Corp

Financial Services
1.08K
+ 26.78%
$150.57 - $212.76 $162K - $229K
5.1K $1.09M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.22K
+ 9.82%
$151.62 - $183.47 $185K - $224K
13.6K $2.5M
STT
State Street Corp

Financial Services
274
+ 1.46%
$75.33 - $106.34 $20.6K - $29.1K
19K $2.02M
AMD
Advanced Micro Devices Inc

Technology
2
+ 0.02%
$78.21 - $143.81 $156 - $288
8.79K $1.25M
ISRG
Intuitive Surgical Inc

Healthcare
221
+ 4.77%
$451.58 - $565.94 $99.8K - $125K
4.86K $2.64M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.28K
+ 52.85%
$47.89 - $48.65 $301K - $305K
18.2K $883K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.02K
+ 15.22%
$113.67 - $150.4 $115K - $153K
7.68K $1.16M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.32K
+ 3.45%
$59.24 - $71.39 $78.4K - $94.4K
39.7K $2.83M
IEMG
Ishares Inc

ETFs
5.04K
+ 3.56%
N/A
147K $7.88M
FIS
Fidelity National Information Services, Inc.

Technology
964
+ 3.85%
$68.14 - $82.13 $65.7K - $79.2K
26K $2.12M
CEG
Constellation Energy Corp

Utilities
235
+ 17.86%
$170.96 - $322.76 $40.2K - $75.8K
1.55K $500K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.44K
+ 2.45%
$33.46 - $41.33 $48.2K - $59.5K
60.2K $2.49M
PH
Parker Hannifin Corp

Industrials
23
+ 0.98%
$517.23 - $700.54 $11.9K - $16.1K
2.37K $1.66M
CDNS
Cadence Design Systems Inc

Technology
50
+ 1.34%
$231.64 - $323.08 $11.6K - $16.2K
3.78K $1.16M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.92K
+ 59.98%
$74.88 - $91.97 $144K - $177K
5.13K $471K
DE
Deere & CO

Industrials
133
+ 4.27%
$412.99 - $531.48 $54.9K - $70.7K
3.25K $1.65M
BA
Boeing CO

Industrials
436
+ 17.93%
$136.59 - $217.51 $59.6K - $94.8K
2.87K $600K
GD
General Dynamics Corp

Industrials
349
+ 9.06%
$247.68 - $291.66 $86.4K - $102K
4.2K $1.23M
VIRT
Virtu Financial, Inc.

Financial Services
15
+ 0.06%
$32.82 - $44.79 $492 - $672
26K $1.16M
WM
Waste Management Inc

Industrials
787
+ 12.49%
$216.47 - $242.1 $170K - $191K
7.09K $1.62M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.25K
+ 40.06%
$45.98 - $56.15 $103K - $126K
7.85K $440K
IJK
Ishares S&P Midcap 400 Growth

ETFs
184
+ 1.04%
$73.7 - $90.98 $13.6K - $16.7K
17.8K $1.62M
T
At&T Inc.

Communication Services
4.69K
+ 18.48%
$26.33 - $28.94 $123K - $136K
30.1K $869K
LMT
Lockheed Martin Corp

Industrials
154
+ 3.18%
$430.82 - $486.45 $66.3K - $74.9K
4.99K $2.31M
DASH
Door Dash, Inc.

Communication Services
299
+ 26.65%
$163.16 - $246.51 $48.8K - $73.7K
1.42K $350K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
961
+ 4.4%
$81.46 - $94.63 $78.3K - $90.9K
22.8K $2.16M
GWW
W.W. Grainger, Inc.

Industrials
99
+ 19.57%
$919.93 - $1101.66 $91.1K - $109K
605 $629K
CMI
Cummins Inc

Industrials
307
+ 15.17%
$267.12 - $336.65 $82K - $103K
2.33K $763K
NSC
Norfolk Southern Corp

Industrials
174
+ 4.01%
$206.34 - $257.46 $35.9K - $44.8K
4.51K $1.15M
CM
Canadian Imperial Bank Of Commerce

Financial Services
287
+ 4.16%
$54.6 - $70.83 $15.7K - $20.3K
7.19K $509K
EEM
Ishares Msci Emerging Markets

ETFs
782
+ 4.48%
$38.52 - $48.28 $30.1K - $37.8K
18.2K $879K
IDXX
Idexx Laboratories Inc

Healthcare
31
+ 3.74%
$361.04 - $536.34 $11.2K - $16.6K
860 $461K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
762
+ 16.31%
$103.88 - $123.68 $79.2K - $94.2K
5.43K $671K
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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