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
NFLX
Netflix Inc

Communication Services
542
+ 16.85%
$828.4 - $1058.6 $449K - $574K
3.76K $3.51M
CHD
Church & Dwight CO Inc

Consumer Defensive
406
+ 0.37%
$101.42 - $113.2 $41.2K - $46K
110K $12.1M
AMGN
Amgen Inc

Healthcare
288
+ 2.75%
$258.59 - $327.36 $74.5K - $94.3K
10.8K $3.36M
RTX
Raytheon Technologies Corp

Industrials
1.46K
+ 5.97%
$114.1 - $135.66 $167K - $198K
26K $3.44M
GE
General Electric CO

Industrials
953
+ 7.9%
$168.59 - $212.13 $161K - $202K
13K $2.61M
CSCO
Cisco Systems, Inc.

Technology
1.67K
+ 0.92%
$58.74 - $64.87 $98.3K - $109K
183K $11.3M
PLTR
Palantir Technologies Inc.

Technology
5.02K
+ 43.12%
$64.98 - $124.62 $326K - $626K
16.7K $1.41M
ECL
Ecolab Inc.

Basic Materials
720
+ 4.36%
$229.72 - $269.82 $165K - $194K
17.2K $4.37M
CVS
Cvs Health Corp

Healthcare
653
+ 3.37%
$44.22 - $68.64 $28.9K - $44.8K
20K $1.36M
ICE
Intercontinental Exchange, Inc.

Financial Services
926
+ 8.06%
$142.8 - $176.36 $132K - $163K
12.4K $2.14M
SHEL
Shell PLC

Energy
3.06K
+ 26.93%
$62.84 - $73.29 $192K - $224K
14.4K $1.06M
GILD
Gilead Sciences, Inc.

Healthcare
460
+ 3.17%
$89.14 - $117.41 $41K - $54K
15K $1.68M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.71K
+ 17.11%
$237.72 - $276.98 $406K - $473K
11.7K $2.86M
HEES
H&E Equipment Services, Inc.

Industrials
68
+ 0.97%
$43.93 - $100.57 $2.99K - $6.84K
7.07K $669K
VO
Vanguard Mid Cap ETF

ETFs
1.88K
+ 6.4%
$251.87 - $277.95 $474K - $523K
31.3K $8.08M
EOG
Eog Resources Inc

Energy
948
+ 2.71%
$120.54 - $138.05 $114K - $131K
35.9K $4.61M
BMY
Bristol Myers Squibb CO

Healthcare
4.33K
+ 38.43%
$53.9 - $63.11 $233K - $273K
15.6K $950K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.61K
+ 2.1%
$51.52 - $52.37 $186K - $189K
176K $9.19M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.49K
+ 13.22%
$76.94 - $78.28 $269K - $273K
29.9K $2.34M
INTU
Intuit Inc

Technology
537
+ 26.28%
$555.63 - $630.23 $298K - $338K
2.58K $1.58M
UBER
Uber Technologies, Inc

Technology
2.86K
+ 43.55%
$63.17 - $81.49 $181K - $233K
9.42K $686K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.26K
+ 33.16%
$71.17 - $73.66 $232K - $240K
13.1K $961K
DE
Deere & CO

Industrials
223
+ 7.7%
$408.57 - $509.27 $91.1K - $114K
3.12K $1.46M
TMUS
T Mobile Us, Inc.

Communication Services
724
+ 79.47%
$211.3 - $272.83 $153K - $198K
1.64K $436K
CL
Colgate Palmolive CO

Consumer Defensive
1.25K
+ 3.65%
$85.68 - $97.5 $107K - $122K
35.6K $3.34M
INTC
Intel Corp

Technology
7.52K
+ 47.77%
$19.1 - $27.39 $144K - $206K
23.3K $528K
ELV
Elevance Health, Inc.

Healthcare
383
+ 57.25%
$365.9 - $436.25 $140K - $167K
1.05K $457K
AZO
Autozone Inc

Consumer Cyclical
29
+ 19.21%
$3193.96 - $3828.11 $92.6K - $111K
180 $686K
MO
Altria Group, Inc.

Consumer Defensive
655
+ 3.12%
$50.81 - $60.02 $33.3K - $39.3K
21.6K $1.3M
T
At&T Inc.

Communication Services
2.49K
+ 10.88%
$21.56 - $28.28 $53.7K - $70.4K
25.4K $717K
AEP
American Electric Power CO Inc

Utilities
525
+ 6.63%
$90.32 - $109.27 $47.4K - $57.4K
8.45K $922K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.02K
+ 17.94%
$247.97 - $296.33 $501K - $599K
13.3K $3.35M
YUM
Yum Brands Inc

Consumer Cyclical
722
+ 22.34%
$123.25 - $162.53 $89K - $117K
3.95K $622K
PGR
Progressive Corp

Financial Services
176
+ 5.57%
$235.61 - $291.22 $41.5K - $51.3K
3.34K $944K
VRSK
Verisk Analytics, Inc.

Industrials
523
+ 68.91%
$268.63 - $301.33 $140K - $158K
1.28K $381K
IWB
Ishares Tr Russell 1000 ETF

ETFs
897
+ 12.17%
$302.31 - $337.54 $271K - $303K
8.27K $2.54M
IAU
Ishares Gold Trust

ETFs
1.52K
+ 21.04%
$49.74 - $58.96 $75.8K - $89.9K
8.77K $517K
AMD
Advanced Micro Devices Inc

Technology
2.6K
+ 42.0%
$96.63 - $129.55 $251K - $337K
8.79K $903K
CWEN
Clearway Energy, Inc.

Utilities
1
+ 0.0%
$24.63 - $30.42 $24.6 - $30.4
35.6K $1.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.75K
+ 6.21%
$168.16 - $186.21 $462K - $511K
47K $8.03M
VZ
Verizon Communications Inc

Communication Services
1.57K
+ 11.29%
$37.81 - $46.49 $59.4K - $73.1K
15.5K $703K
AIG
American International Group, Inc.

Financial Services
1.01K
+ 24.71%
$70.5 - $86.94 $71.4K - $88.1K
5.11K $444K
GD
General Dynamics Corp

Industrials
419
+ 12.2%
$241.94 - $272.58 $101K - $114K
3.85K $1.05M
AWK
American Water Works Company, Inc.

Utilities
199
+ 4.23%
$121.01 - $149.31 $24.1K - $29.7K
4.9K $723K
MCK
Mckesson Corp

Healthcare
137
+ 31.35%
$566.21 - $672.99 $77.6K - $92.2K
574 $386K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.27K
+ 37.25%
$117.4 - $131.02 $149K - $166K
4.67K $559K
IVE
Ishares S&P 500 Value ETF

ETFs
678
+ 6.71%
$185.78 - $198.58 $126K - $135K
10.8K $2.05M
PAYC
Paycom Software, Inc.

Technology
388
+ 15.06%
$199.42 - $225.82 $77.4K - $87.6K
2.97K $647K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.62K
+ 4.48%
$32.5 - $33.3 $85.2K - $87.3K
61.2K $2.03M
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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