Crestwood Advisors Group LLC Incresed Positions in Q3 2024

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
733
+ 0.56%
$62.69 - $73.01 $46K - $53.5K
131K $9.43M
ABT
Abbott Laboratories

Healthcare
1.62K
+ 1.88%
$100.07 - $118.13 $162K - $191K
88K $10M
INDB
Independent Bank Corp

Financial Services
46
+ 0.05%
$47.89 - $64.34 $2.2K - $2.96K
100K $5.91M
IWV
Ishares Russell 3000 ETF

ETFs
45
+ 0.1%
$294.75 - $326.73 $13.3K - $14.7K
43.3K $14.2M
TSLA
Tesla, Inc.

Consumer Cyclical
878
+ 9.95%
$191.76 - $263.26 $168K - $231K
9.7K $2.54M
GE
General Electric CO

Industrials
2.11K
+ 19.5%
$156.66 - $189.66 $330K - $399K
12.9K $2.43M
UNH
Unitedhealth Group Inc

Healthcare
831
+ 27.27%
$488.01 - $604.18 $406K - $502K
3.88K $2.27M
GS
Goldman Sachs Group Inc

Financial Services
309
+ 2.38%
$459.02 - $510.25 $142K - $158K
13.3K $6.59M
WMT
Walmart Inc.

Consumer Defensive
3.23K
+ 10.5%
$66.91 - $81.4 $216K - $263K
34K $2.75M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.75K
+ 50.87%
$283.28 - $314.39 $495K - $549K
5.18K $1.63M
SEIC
Sei Investments CO

Financial Services
643
+ 0.59%
$63.1 - $69.83 $40.6K - $44.9K
109K $7.57M
VT
Vanguard Total World Stk Index

ETFs
1.73K
+ 3.87%
$107.72 - $119.96 $186K - $207K
46.4K $5.55M
RTX
Raytheon Technologies Corp

Industrials
106
+ 0.44%
$99.55 - $123.34 $10.6K - $13.1K
24.4K $2.95M
BSX
Boston Scientific Corp

Healthcare
810
+ 1.23%
$72.96 - $84.0 $59.1K - $68K
66.5K $5.58M
PEP
Pepsico Inc

Consumer Defensive
450
+ 0.6%
$161.9 - $179.3 $72.9K - $80.7K
76K $12.9M
LEN
Lennar Corp

Consumer Cyclical
106
+ 1.1%
$142.5 - $192.45 $15.1K - $20.4K
9.78K $1.83M
ETN
Eaton Corp PLC

Industrials
435
+ 3.23%
$272.52 - $333.02 $119K - $145K
13.9K $4.61M
VBK
Vanguard Small Cap Growth ETF

ETFs
764
+ 7.41%
$240.48 - $267.94 $184K - $205K
11.1K $2.96M
PJT
Pjt Partners Inc.

Financial Services
70
+ 0.5%
$108.91 - $136.42 $7.62K - $9.55K
14.2K $1.9M
VTI
Vanguard Total Stock Market Et

ETFs
511
+ 3.82%
$255.18 - $283.2 $130K - $145K
13.9K $3.93M
ADP
Automatic Data Processing Inc

Industrials
770
+ 22.65%
$233.44 - $279.45 $180K - $215K
4.17K $1.15M
CARR
Carrier Global Corp

Industrials
341
+ 2.21%
$61.9 - $80.88 $21.1K - $27.6K
15.8K $1.27M
PH
Parker Hannifin Corp

Industrials
70
+ 3.63%
$501.01 - $635.92 $35.1K - $44.5K
2K $1.26M
VIRT
Virtu Financial, Inc.

Financial Services
3.44K
+ 15.27%
$21.68 - $32.43 $74.6K - $112K
26K $791K
STT
State Street Corp

Financial Services
125
+ 0.68%
$73.37 - $89.31 $9.17K - $11.2K
18.6K $1.65M
MSI
Motorola Solutions, Inc.

Technology
15
+ 0.35%
$385.65 - $450.49 $5.78K - $6.76K
4.28K $1.92M
CL
Colgate Palmolive CO

Consumer Defensive
407
+ 1.21%
$95.54 - $108.77 $38.9K - $44.3K
34.2K $3.55M
ISRG
Intuitive Surgical Inc

Healthcare
139
+ 3.24%
$416.14 - $494.01 $57.8K - $68.7K
4.43K $2.18M
GILD
Gilead Sciences, Inc.

Healthcare
1.12K
+ 10.09%
$66.59 - $83.99 $74.3K - $93.7K
12.2K $1.02M
EEM
Ishares Msci Emerging Markets

ETFs
4.33K
+ 22.8%
$40.42 - $46.7 $175K - $202K
23.3K $1.07M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
673
+ 1.14%
$59.93 - $66.52 $40.3K - $44.8K
59.7K $3.97M
TGT
Target Corp

Consumer Defensive
1.11K
+ 10.97%
$133.47 - $159.25 $149K - $177K
11.3K $1.76M
SHEL
Shell PLC

Energy
4.2K
+ 74.7%
$65.65 - $73.28 $275K - $307K
9.81K $647K
TXN
Texas Instruments Inc

Technology
1.23K
+ 3.26%
$194.6 - $194.6 $239K - $239K
38.8K $7.56M
NFLX
Netflix Inc

Communication Services
203
+ 7.19%
$598.55 - $722.26 $122K - $147K
3.03K $2.15M
AXP
American Express CO

Financial Services
14
+ 0.25%
$225.92 - $271.17 $3.16K - $3.8K
5.67K $1.54M
RUN
Sunrun Inc.

Technology
165
+ 0.46%
$10.91 - $21.5 $1.8K - $3.55K
36.4K $656K
PANW
Palo Alto Networks Inc

Technology
400
+ 1.25%
$294.18 - $368.01 $118K - $147K
32.3K $11M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.41K
+ 4.52%
$91.42 - $91.82 $220K - $221K
55.7K $5.11M
CWEN
Clearway Energy, Inc.

Utilities
129
+ 0.36%
$24.11 - $30.68 $3.11K - $3.96K
35.6K $1.09M
VOT
Vanguard Mid Cap Growth Index

ETFs
314
+ 3.25%
$218.05 - $243.47 $68.5K - $76.4K
9.98K $2.43M
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
51
+ 0.33%
$16.46 - $30.81 $839 - $1.57K
15.5K $470K
ARCC
Ares Capital Corp

Financial Services
9.43K
+ 11.16%
$19.8 - $21.28 $187K - $201K
93.9K $1.97M
PGR
Progressive Corp

Financial Services
348
+ 15.3%
$209.46 - $259.24 $72.9K - $90.2K
2.62K $665K
IWF
Ishares Russell 1000 Gr ETF

ETFs
187
+ 1.69%
$332.02 - $382.76 $62.1K - $71.6K
11.3K $4.23M
GLD
Spdr Gold Trust

ETFs
222
+ 4.65%
$215.56 - $246.98 $47.9K - $54.8K
5K $1.21M
NYF
Ishares New York Muni Bond ETF

ETFs
3.29K
+ 77.5%
$53.13 - $54.36 $175K - $179K
7.53K $409K
XLF
Financial Sector Spdr

ETFs
281
+ 0.75%
$40.84 - $45.74 $11.5K - $12.9K
37.6K $1.7M
XLV
Select Sector Spdr Fund Health

ETFs
260
+ 1.68%
$143.3 - $157.24 $37.3K - $40.9K
15.8K $2.43M
Activity Summary
Buys All Purchases 268 New Holdings 32 Increased Positions 236 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 1
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