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
AIG
American International Group, Inc.

Financial Services
1.37K
+ 26.76%
$77.56 - $87.72 $106K - $120K
6.48K $554K
MCO
Moodys Corp

Financial Services
172
+ 26.92%
$396.7 - $501.59 $68.2K - $86.3K
811 $406K
THC
Tenet Healthcare Corp

Healthcare
18
+ 0.71%
$110.41 - $176.0 $1.99K - $3.17K
2.54K $447K
AVT
Avnet Inc

Technology
102
+ 0.51%
$41.51 - $53.08 $4.23K - $5.41K
19.9K $1.06M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
782
+ 17.73%
$73.02 - $90.22 $57.1K - $70.6K
5.19K $463K
ARCB
Arcbest Corp

Industrials
63
+ 0.42%
$56.73 - $77.01 $3.57K - $4.85K
15.1K $1.16M
ADP
Automatic Data Processing Inc

Industrials
277
+ 5.95%
$276.76 - $326.81 $76.7K - $90.5K
4.93K $1.52M
ADSK
Autodesk, Inc.

Technology
402
+ 43.93%
N/A
1.32K $323K
IR
Ingersoll Rand Inc.

Industrials
466
+ 2.48%
$66.75 - $84.94 $31.1K - $39.6K
19.2K $1.6M
CTAS
Cintas Corp

Industrials
328
+ 24.92%
$190.11 - $227.66 $62.4K - $74.7K
1.64K $366K
CTVA
Corteva, Inc.

Basic Materials
95
+ 1.27%
$55.52 - $74.53 $5.27K - $7.08K
7.59K $565K
JCI
Johnson Controls International PLC

Industrials
155
+ 5.07%
$71.14 - $105.62 $11K - $16.4K
3.22K $339K
DVYE
Ishares Emerging Markets Divid

ETFs
1.25K
+ 3.03%
$23.95 - $29.03 $30K - $36.4K
42.6K $1.22M
GILD
Gilead Sciences, Inc.

Healthcare
955
+ 6.38%
$96.91 - $113.0 $92.5K - $108K
15.9K $1.76M
MCK
Mckesson Corp

Healthcare
75
+ 13.07%
$652.83 - $732.78 $49K - $55K
649 $475K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.78K
+ 2.7%
$50.28 - $50.47 $89.3K - $89.6K
67.7K $3.4M
MSI
Motorola Solutions, Inc.

Technology
393
+ 8.8%
$394.72 - $440.39 $155K - $173K
4.86K $2.04M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.75K
+ 27.18%
$20.42 - $25.3 $56.2K - $69.6K
12.9K $325K
NDAQ
Nasdaq, Inc.

Financial Services
287
+ 6.27%
$66.4 - $89.42 $19.1K - $25.7K
4.86K $434K
MSCI
Msci Inc.

Financial Services
136
+ 25.95%
$506.56 - $576.74 $68.9K - $78.4K
660 $380K
VLO
Valero Energy Corp

Energy
570
+ 21.84%
$104.69 - $141.77 $59.7K - $80.8K
3.18K $427K
KKR
Kkr & Co. Inc.

Financial Services
20
+ 0.44%
$92.79 - $134.29 $1.86K - $2.69K
4.61K $613K
CNI
Canadian National Railway CO

Industrials
515
+ 13.27%
$92.66 - $108.13 $47.7K - $55.7K
4.4K $457K
VZ
Verizon Communications Inc

Communication Services
2.54K
+ 16.35%
$41.67 - $45.62 $106K - $116K
18K $780K
CI
Cigna Corp

Healthcare
221
+ 14.52%
$301.89 - $340.04 $66.7K - $75.1K
1.74K $576K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
149
+ 0.08%
$51.68 - $52.76 $7.7K - $7.86K
176K $9.27M
IVE
Ishares S&P 500 Value ETF

ETFs
118
+ 1.1%
$168.34 - $195.42 $19.9K - $23.1K
10.9K $2.13M
BALL
Ball Corp

Consumer Cyclical
705
+ 9.11%
$44.94 - $56.99 $31.7K - $40.2K
8.45K $473K
TD
Toronto Dominion Bank

Financial Services
81
+ 1.72%
$55.71 - $73.45 $4.51K - $5.95K
4.79K $352K
SO
Southern CO

Utilities
755
+ 21.86%
$84.91 - $92.56 $64.1K - $69.9K
4.21K $386K
HIG
Hartford Financial Services Group, Inc.

Financial Services
474
+ 27.67%
$109.83 - $131.67 $52.1K - $62.4K
2.19K $277K
AB
Alliancebernstein Holding L.P.

Financial Services
1
+ 0.0%
$33.0 - $41.77 $33 - $41.8
26.4K $1.08M
DOV
Dover Corp

Industrials
143
+ 2.7%
$151.14 - $186.7 $21.6K - $26.7K
5.44K $996K
IRM
Iron Mountain Inc

Real Estate
171
+ 5.95%
$76.93 - $105.25 $13.2K - $18K
3.05K $312K
EXAS
Exact Sciences Corp

Healthcare
328
+ 6.8%
$40.31 - $58.08 $13.2K - $19.1K
5.15K $273K
VRSK
Verisk Analytics, Inc.

Industrials
142
+ 11.08%
$277.03 - $321.33 $39.3K - $45.6K
1.42K $443K
RSP
Invesco S&P 500 Equal Weight E

ETFs
250
+ 13.52%
$152.93 - $181.74 $38.2K - $45.4K
2.1K $381K
HOLX
Hologic Inc

Healthcare
664
+ 13.56%
$52.73 - $65.22 $35K - $43.3K
5.56K $362K
VTV
Vanguard Value ETF

ETFs
31
+ 0.22%
$153.67 - $176.74 $4.76K - $5.48K
13.9K $2.45M
MTB
M&T Bank Corp

Financial Services
54
+ 1.7%
$156.58 - $193.99 $8.46K - $10.5K
3.24K $627K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.14K
+ 1.87%
$32.62 - $33.58 $37.3K - $38.4K
62.3K $2.09M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
332
+ 1.61%
$17.76 - $22.1 $5.9K - $7.34K
21K $463K
PYPL
Pay Pal Holdings, Inc.

Financial Services
194
+ 4.34%
$57.41 - $74.81 $11.1K - $14.5K
4.67K $346K
FFIV
F5, Inc.

Technology
88
+ 8.92%
$239.25 - $295.9 $21.1K - $26K
1.08K $316K
PHO
Invesco Exchange Traded Fd Tr

ETFs
72
+ 0.78%
$58.13 - $69.92 $4.19K - $5.03K
9.25K $646K
MMM
3 M CO

Industrials
36
+ 0.39%
$126.09 - $154.15 $4.54K - $5.55K
9.2K $1.4M
CSL
Carlisle Companies Inc

Industrials
7
+ 0.47%
$317.1 - $408.5 $2.22K - $2.86K
1.49K $557K
SRE
Sempra Energy

Utilities
350
+ 6.04%
$63.78 - $78.91 $22.3K - $27.6K
6.15K $465K
PEG
Public Service Enterprise Group Inc

Utilities
505
+ 11.55%
$77.13 - $84.18 $39K - $42.5K
4.88K $410K
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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