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
OKE
Oneok Inc

Energy
349
+ 4.34%
$89.57 - $109.85 $31.3K - $38.3K
8.4K $833K
IBRX
Immunity Bio, Inc.

Healthcare
6K
+ 37.04%
$2.32 - $3.9 $13.9K - $23.4K
22.2K $66K
PHO
Invesco Exchange Traded Fd Tr

ETFs
505
+ 5.82%
$63.77 - $68.75 $32.2K - $34.7K
9.18K $592K
CDXC
Chroma Dex Corp.

Healthcare
86
+ 0.73%
$5.26 - $8.55 $452 - $735
11.9K $81K
AXP
American Express CO

Financial Services
702
+ 11.38%
$255.39 - $325.87 $179K - $229K
6.87K $1.85M
PEG
Public Service Enterprise Group Inc

Utilities
321
+ 7.92%
$78.2 - $90.39 $25.1K - $29K
4.37K $359K
WAT
Waters Corp

Healthcare
49
+ 4.78%
$362.16 - $417.28 $17.7K - $20.4K
1.08K $396K
NEE
Nextera Energy Inc

Utilities
1.52K
+ 1.33%
$66.96 - $76.16 $102K - $116K
116K $8.2M
GGG
Graco Inc

Industrials
223
+ 6.87%
$80.53 - $87.54 $18K - $19.5K
3.47K $289K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
257
+ 6.92%
$62.72 - $71.92 $16.1K - $18.5K
3.97K $250K
CEG
Constellation Energy Corp

Utilities
179
+ 15.74%
$201.63 - $347.44 $36.1K - $62.2K
1.32K $265K
GWW
W.W. Grainger, Inc.

Industrials
36
+ 7.66%
$953.54 - $1132.42 $34.3K - $40.8K
506 $499K
MSCI
Msci Inc.

Financial Services
32
+ 6.5%
$541.46 - $628.34 $17.3K - $20.1K
524 $296K
CARR
Carrier Global Corp

Industrials
1.22K
+ 7.76%
$62.07 - $70.55 $75.7K - $86K
16.9K $1.07M
ZI
Zoom Info Technologies Inc.

Technology
540
+ 4.73%
$9.43 - $12.01 $5.09K - $6.49K
11.9K $119K
Gmo U.S. Quality ETF Shs
27.2K
+ 2.66%
N/A
1.05M $0
Lam Research Corp Com New
11.9K
+ 3.62%
N/A
340K $0
Labcorp Holdings Inc Com Shs
22
+ 1.87%
N/A
1.2K $0
Jpmorgan Equity Focus ETF
18.8K
+ 93.34%
N/A
39K $0
BOH
Bank Of Hawaii Corp

Financial Services
106
+ 3.21%
$65.97 - $75.81 $6.99K - $8.04K
3.41K $235K
Linde PLC Shs
884
+ 51.31%
N/A
2.61K $0
HEIA
Heico Crp Cl A
127
+ 6.11%
N/A
2.2K $0
Ge Vernova Inc Com
925
+ 38.59%
N/A
3.32K $0
Fidelity Wise Origin Bitcoin Fund
671
+ 21.33%
N/A
3.82K $0
Blackrock Inc Com
835
+ 82.1%
N/A
1.85K $0
BOTZ
Global X Fds

ETFs
10.3K
+ 12.19%
$28.46 - $34.53 $294K - $357K
95K $2.7M
SNA
Snap On Inc

Industrials
16
+ 0.42%
$324.09 - $358.62 $5.19K - $5.74K
3.79K $1.28M
USB
Us Bancorp \De\

Financial Services
649
+ 10.58%
$40.92 - $50.9 $26.6K - $33K
6.78K $286K
PFF
Ishares Trust Ishares Pfd And

ETFs
545
+ 1.67%
$30.73 - $32.26 $16.7K - $17.6K
33.1K $1.02M
CMA
Comerica Inc

Financial Services
41
+ 1.02%
$56.11 - $68.38 $2.3K - $2.8K
4.07K $240K
AN
Autonation, Inc.

Consumer Cyclical
21
+ 1.05%
$156.67 - $195.15 $3.29K - $4.1K
2.02K $327K
AME
Ametek Inc

Industrials
315
+ 3.89%
$170.39 - $190.43 $53.7K - $60K
8.42K $1.45M
SRE
Sempra Energy

Utilities
896
+ 18.29%
$67.85 - $87.67 $60.8K - $78.6K
5.8K $413K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
25
+ 5.66%
$634.14 - $744.83 $15.9K - $18.6K
467 $296K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
795
+ 16.53%
$165.25 - $224.62 $131K - $179K
5.6K $930K
SCHA
Schwab Strategic Tr Us Small C

ETFs
167
+ 1.68%
$23.16 - $27.04 $3.87K - $4.52K
10.1K $237K
BALL
Ball Corp

Consumer Cyclical
18
+ 0.23%
$49.04 - $56.53 $883 - $1.02K
7.74K $403K
MTB
M&T Bank Corp

Financial Services
48
+ 1.53%
$170.47 - $201.98 $8.18K - $9.7K
3.18K $568K
DELL
Dell Technologies Inc.

Technology
459
+ 15.55%
$90.34 - $124.66 $41.5K - $57.2K
3.41K $310K
CSL
Carlisle Companies Inc

Industrials
31
+ 2.13%
$326.43 - $408.24 $10.1K - $12.7K
1.49K $505K
MSI
Motorola Solutions, Inc.

Technology
166
+ 3.86%
$411.73 - $482.1 $68.3K - $80K
4.47K $1.96M
LOW
Lowes Companies Inc

Consumer Cyclical
353
+ 4.01%
$222.66 - $268.42 $78.6K - $94.8K
9.15K $2.13M
CMI
Cummins Inc

Industrials
94
+ 4.87%
$312.92 - $386.07 $29.4K - $36.3K
2.02K $634K
WDAY
Workday, Inc.

Technology
248
+ 5.95%
$233.53 - $277.82 $57.9K - $68.9K
4.42K $1.03M
PCG
Pg&E Corp

Utilities
367
+ 2.1%
$15.16 - $20.4 $5.56K - $7.49K
17.9K $306K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
115
+ 2.09%
$47.79 - $59.89 $5.5K - $6.89K
5.61K $281K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
218
+ 3.38%
$126.86 - $146.45 $27.7K - $31.9K
6.67K $847K
DOV
Dover Corp

Industrials
16
+ 0.3%
$174.65 - $206.43 $2.79K - $3.3K
5.3K $930K
NKE
Nike, Inc.

Consumer Cyclical
3.45K
+ 14.94%
$63.29 - $81.72 $218K - $282K
26.5K $1.68M
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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