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
NVS
Novartis Ag

Healthcare
661
+ 28.63%
$97.14 - $115.57 $64.2K - $76.4K
2.97K $331K
CRWD
Crowd Strike Holdings, Inc.

Technology
189
+ 5.17%
$308.86 - $455.36 $58.4K - $86.1K
3.84K $1.35M
MDT
Medtronic PLC

Healthcare
411
+ 6.3%
$79.84 - $94.5 $32.8K - $38.8K
6.94K $623K
C
Citigroup Inc

Financial Services
1.35K
+ 14.2%
$67.23 - $84.63 $90.4K - $114K
10.8K $767K
UHT
Universal Health Realty Income Trust

Real Estate
1.58K
+ 16.3%
$35.13 - $42.02 $55.4K - $66.2K
11.2K $460K
FAST
Fastenal CO

Industrials
809
+ 12.24%
$71.11 - $79.98 $57.5K - $64.7K
7.42K $575K
ADP
Automatic Data Processing Inc

Industrials
140
+ 3.1%
$286.85 - $318.64 $40.2K - $44.6K
4.65K $1.42M
MNST
Monster Beverage Corp

Consumer Defensive
1.24K
+ 26.66%
$46.16 - $58.58 $57K - $72.3K
5.87K $343K
XLP
Consumer Staples Sector Spdr

ETFs
1.31K
+ 12.78%
N/A
11.6K $880K
SO
Southern CO

Utilities
798
+ 30.05%
$80.96 - $92.96 $64.6K - $74.2K
3.45K $317K
SONY
Sony Group Corp

Technology
1.89K
+ 17.1%
$19.88 - $25.64 $37.6K - $48.4K
12.9K $328K
CNI
Canadian National Railway CO

Industrials
1.07K
+ 37.95%
$95.46 - $106.79 $102K - $114K
3.88K $378K
PH
Parker Hannifin Corp

Industrials
245
+ 11.66%
$591.65 - $707.05 $145K - $173K
2.35K $1.43M
LHX
L3 Harris Technologies, Inc.

Industrials
411
+ 22.1%
$194.65 - $222.86 $80K - $91.6K
2.27K $475K
CTVA
Corteva, Inc.

Basic Materials
674
+ 9.88%
$55.94 - $66.15 $37.7K - $44.6K
7.5K $471K
MU
Micron Technology Inc

Technology
849
+ 28.61%
$86.89 - $109.38 $73.8K - $92.9K
3.82K $331K
OTIS
Otis Worldwide Corp

Industrials
490
+ 17.68%
$90.77 - $104.01 $44.5K - $51K
3.26K $336K
DUK
Duke Energy Corp

Utilities
24
+ 0.45%
$105.87 - $121.97 $2.54K - $2.93K
5.4K $659K
ALL
Allstate Corp

Financial Services
284
+ 23.09%
$180.99 - $210.18 $51.4K - $59.7K
1.51K $313K
APD
Air Products & Chemicals, Inc.

Basic Materials
231
+ 21.12%
$283.24 - $338.07 $65.4K - $78.1K
1.33K $390K
PLD
Prologis, Inc.

Real Estate
525
+ 23.47%
$103.59 - $124.04 $54.4K - $65.1K
2.76K $308K
BOND
Pimco Active Bond Exchange Tra

ETFs
700
+ 24.84%
$89.27 - $92.9 $62.5K - $65K
3.52K $325K
WPC
W. P. Carey Inc.

Real Estate
185
+ 2.76%
$53.5 - $65.05 $9.9K - $12K
6.88K $434K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.25K
+ 9.64%
$468.34 - $539.52 $1.06M - $1.22M
25.6K $12M
ETR
Entergy Corp

Utilities
17
+ 0.26%
$75.26 - $87.89 $1.28K - $1.49K
6.68K $570K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.4K
+ 6.93%
$21.23 - $23.75 $263K - $295K
191K $4.12M
FFIV
F5, Inc.

Technology
168
+ 20.51%
$251.75 - $310.6 $42.3K - $52.2K
987 $262K
FDX
Fedex Corp

Industrials
358
+ 44.36%
$230.33 - $281.53 $82.5K - $101K
1.17K $284K
MCO
Moodys Corp

Financial Services
131
+ 25.79%
$437.8 - $527.48 $57.4K - $69.1K
639 $297K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.69K
+ 8.37%
$9.19 - $12.93 $15.5K - $21.8K
21.9K $244K
TD
Toronto Dominion Bank

Financial Services
441
+ 10.33%
$53.12 - $61.15 $23.4K - $27K
4.71K $282K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.82K
+ 8.96%
$64.88 - $72.1 $118K - $131K
22.1K $1.45M
DD
Du Pont De Nemours, Inc.

Basic Materials
851
+ 14.23%
$72.7 - $84.32 $61.9K - $71.8K
6.83K $510K
ROBO
Robo Global Robotics And Autom

ETFs
6.14K
+ 11.05%
$51.5 - $60.89 $316K - $374K
61.8K $3.18M
NDAQ
Nasdaq, Inc.

Financial Services
754
+ 19.73%
$72.17 - $83.76 $54.4K - $63.2K
4.58K $347K
D
Dominion Energy, Inc

Utilities
624
+ 8.61%
$52.85 - $57.43 $33K - $35.8K
7.87K $441K
CPRT
Copart Inc

Consumer Cyclical
1.14K
+ 6.17%
$52.3 - $59.83 $59.8K - $68.4K
19.7K $1.11M
VEEV
Veeva Systems Inc

Healthcare
61
+ 3.74%
$210.58 - $246.8 $12.8K - $15.1K
1.69K $391K
NUE
Nucor Corp

Basic Materials
304
+ 11.94%
$114.48 - $142.52 $34.8K - $43.3K
2.85K $342K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.7K
+ 5.0%
$507.05 - $563.67 $1.37M - $1.52M
56.6K $29.1M
ANSS
Ansys Inc

Technology
241
+ 15.17%
$316.56 - $360.36 $76.3K - $86.8K
1.83K $579K
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
42
+ 0.27%
$15.51 - $20.31 $651 - $853
15.4K $300K
ABNB
Airbnb, Inc.

Consumer Cyclical
540
+ 25.4%
$119.38 - $161.42 $64.5K - $87.2K
2.67K $318K
WSO
Watsco Inc

Industrials
29
+ 4.58%
$463.86 - $530.75 $13.5K - $15.4K
662 $336K
ODFL
Old Dominion Freight Line, Inc.

Industrials
336
+ 18.53%
$161.13 - $209.29 $54.1K - $70.3K
2.15K $355K
PCAR
Paccar Inc

Industrials
528
+ 17.71%
$96.91 - $112.51 $51.2K - $59.4K
3.51K $341K
HSY
Hershey CO

Consumer Defensive
149
+ 7.56%
$144.74 - $186.36 $21.6K - $27.8K
2.12K $362K
HAS
Hasbro, Inc.

Consumer Cyclical
61
+ 1.45%
$56.16 - $69.06 $3.43K - $4.21K
4.28K $263K
F
Ford Motor CO

Consumer Cyclical
2.7K
+ 23.37%
$9.12 - $10.43 $24.6K - $28.1K
14.2K $142K
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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