Crestwood Advisors Group LLC Incresed Positions in Q4 2024

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NTNX
Nutanix, Inc.

Technology
60
+ 0.12%
$56.46 - $73.18 $3.39K - $4.39K
50.4K $3.08M
PYPL
Pay Pal Holdings, Inc.

Financial Services
831
+ 22.55%
$77.25 - $91.3 $64.2K - $75.9K
4.52K $385K
COP
Conocophillips

Energy
1.36K
+ 21.14%
$95.12 - $114.72 $129K - $156K
7.78K $771K
HYG
Ishares Tr

ETFs
1.28K
+ 34.84%
$78.09 - $80.04 $99.7K - $102K
4.94K $388K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
119K
+ 200.03%
$22.01 - $66.82 $2.63M - $7.98M
179K $4.06M
PGR
Progressive Corp

Financial Services
540
+ 20.59%
$239.6 - $268.88 $129K - $145K
3.16K $757K
ABT
Abbott Laboratories

Healthcare
1.52K
+ 1.72%
$111.93 - $119.39 $170K - $181K
89.5K $10.1M
CMI
Cummins Inc

Industrials
125
+ 6.93%
$324.93 - $383.42 $40.6K - $47.9K
1.93K $672K
APD
Air Products & Chemicals, Inc.

Basic Materials
323
+ 41.89%
$285.5 - $335.62 $92.2K - $108K
1.09K $317K
T
At&T Inc.

Communication Services
3.09K
+ 15.59%
$21.22 - $23.88 $65.5K - $73.7K
22.9K $521K
MET
Metlife Inc

Financial Services
994
+ 20.99%
$78.15 - $88.25 $77.7K - $87.7K
5.73K $469K
PH
Parker Hannifin Corp

Industrials
104
+ 5.21%
$621.74 - $709.46 $64.7K - $73.8K
2.1K $1.34M
RSP
Invesco S&P 500 Equal Weight E

ETFs
460
+ 29.08%
$174.22 - $187.62 $80.1K - $86.3K
2.04K $357K
DE
Deere & CO

Industrials
134
+ 4.85%
$389.45 - $466.0 $52.2K - $62.4K
2.9K $1.23M
RJF
Raymond James Financial Inc

Financial Services
67
+ 3.5%
$123.0 - $170.1 $8.24K - $11.4K
1.98K $307K
ANSS
Ansys Inc

Technology
130
+ 8.91%
$313.05 - $361.45 $40.7K - $47K
1.59K $536K
XLP
Consumer Staples Sector Spdr

ETFs
936
+ 10.03%
N/A
10.3K $780K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
150
+ 2.38%
$129.96 - $144.97 $19.5K - $21.7K
6.45K $898K
SHEL
Shell PLC

Energy
1.56K
+ 15.86%
$60.63 - $70.23 $94.3K - $109K
11.4K $712K
MSI
Motorola Solutions, Inc.

Technology
21
+ 0.49%
$449.08 - $504.6 $9.43K - $10.6K
4.3K $1.99M
TDY
Teledyne Technologies Inc

Technology
94
+ 18.69%
$436.59 - $489.24 $41K - $46K
597 $277K
CMS
Cms Energy Corp

Utilities
1.11K
+ 25.42%
$65.76 - $71.94 $72.7K - $79.5K
5.45K $363K
ITW
Illinois Tool Works Inc

Industrials
345
+ 9.42%
$253.56 - $278.5 $87.5K - $96.1K
4.01K $1.02M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.5K
+ 33.53%
$75.95 - $88.05 $114K - $132K
5.98K $456K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.23K
+ 5.84%
$32.65 - $33.68 $105K - $109K
58.6K $1.92M
IWN
Ishares Russell2000 Val ETF

ETFs
350
+ 20.53%
$162.69 - $181.35 $56.9K - $63.5K
2.06K $337K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
30
+ 5.76%
$1146.59 - $1270.6 $34.4K - $38.1K
551 $653K
TXN
Texas Instruments Inc

Technology
242
+ 0.62%
N/A
39.1K $7.61M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
41
+ 0.45%
$201.32 - $217.44 $8.25K - $8.92K
9.06K $1.87M
VBR
Vanguard Small Cap Value ETF

ETFs
259
+ 8.91%
$197.36 - $217.3 $51.1K - $56.3K
3.17K $627K
FAST
Fastenal CO

Industrials
540
+ 8.9%
$69.99 - $84.35 $37.8K - $45.5K
6.61K $475K
PM
Philip Morris International Inc.

Consumer Defensive
503
+ 2.76%
$118.38 - $133.06 $59.5K - $66.9K
18.7K $2.25M
MSCI
Msci Inc.

Financial Services
50
+ 11.31%
$569.09 - $635.99 $28.5K - $31.8K
492 $295K
MTB
M&T Bank Corp

Financial Services
32
+ 1.03%
$172.48 - $221.95 $5.52K - $7.1K
3.14K $589K
WSO
Watsco Inc

Industrials
99
+ 18.54%
$466.57 - $568.78 $46.2K - $56.3K
633 $299K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
181
+ 1.67%
$118.0 - $127.04 $21.4K - $23K
11K $1.34M
ABC
Amerisourcebergen Corp

Healthcare
194
+ 18.27%
N/A
1.26K $232K
SRE
Sempra Energy

Utilities
179
+ 3.79%
$80.81 - $94.77 $14.5K - $17K
4.9K $429K
WAT
Waters Corp

Healthcare
61
+ 6.32%
$323.11 - $392.01 $19.7K - $23.9K
1.03K $380K
IVE
Ishares S&P 500 Value ETF

ETFs
479
+ 4.98%
$189.5 - $206.17 $90.8K - $98.8K
10.1K $1.93M
MCO
Moodys Corp

Financial Services
67
+ 15.19%
$454.04 - $500.88 $30.4K - $33.6K
508 $240K
TER
Teradyne, Inc

Technology
353
+ 21.1%
$102.58 - $133.62 $36.2K - $47.2K
2.03K $255K
DOW
Dow Inc.

Basic Materials
2.24K
+ 53.11%
$39.1 - $55.34 $87.7K - $124K
6.47K $259K
BOH
Bank Of Hawaii Corp

Financial Services
9
+ 0.27%
$61.29 - $80.51 $552 - $725
3.31K $235K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.13K
+ 12.18%
$44.04 - $49.49 $93.8K - $105K
19.6K $864K
NDAQ
Nasdaq, Inc.

Financial Services
152
+ 4.14%
$70.87 - $83.05 $10.8K - $12.6K
3.82K $295K
DELL
Dell Technologies Inc.

Technology
281
+ 10.52%
$111.96 - $144.21 $31.5K - $40.5K
2.95K $340K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
212
+ 7.06%
$104.52 - $115.08 $22.2K - $24.4K
3.22K $339K
BOTZ
Global X Fds

ETFs
1.18K
+ 1.42%
$31.11 - $34.18 $36.8K - $40.4K
84.7K $2.71M
Activity Summary
Buys All Purchases 285 New Holdings 38 Increased Positions 247 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 2 Puts 0
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