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
ISRG
Intuitive Surgical Inc

Healthcare
110
+ 2.43%
$476.63 - $610.45 $52.4K - $67.1K
4.63K $2.3M
HXL
Hexcel Corp

Industrials
47
+ 0.48%
$54.76 - $70.69 $2.57K - $3.32K
9.8K $536K
AVT
Avnet Inc

Technology
131
+ 0.67%
$46.61 - $54.65 $6.11K - $7.16K
19.8K $953K
MS
Morgan Stanley

Financial Services
280
+ 2.18%
$111.68 - $141.08 $31.3K - $39.5K
13.1K $1.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.25K
+ 4.84%
$57.21 - $65.8 $243K - $279K
91.9K $5.36M
IJS
Ishares S&P Smallcap 600 Value

ETFs
62
+ 0.64%
$96.3 - $112.23 $5.97K - $6.96K
9.8K $955K
ON
On Semiconductor Corp

Technology
719
+ 11.48%
$40.69 - $64.51 $29.3K - $46.4K
6.98K $284K
STT
State Street Corp

Financial Services
527
+ 2.89%
$84.47 - $102.23 $44.5K - $53.9K
18.8K $1.68M
IWM
Ishares Russell 2000 ETF

ETFs
1.09K
+ 7.02%
$198.1 - $229.79 $217K - $251K
16.7K $3.32M
RUN
Sunrun Inc.

Technology
333
+ 0.96%
$5.86 - $11.37 $1.95K - $3.79K
35K $205K
VTI
Vanguard Total Stock Market Et

ETFs
477
+ 2.68%
$271.18 - $303.12 $129K - $145K
18.3K $5.02M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
57
+ 3.62%
$283.06 - $421.16 $16.1K - $24K
1.63K $461K
KKR
Kkr & Co. Inc.

Financial Services
21
+ 0.46%
$108.17 - $167.07 $2.27K - $3.51K
4.59K $530K
LMT
Lockheed Martin Corp

Industrials
75
+ 1.57%
$423.19 - $506.29 $31.7K - $38K
4.84K $2.16M
LEN
Lennar Corp

Consumer Cyclical
227
+ 2.34%
$113.93 - $141.54 $25.9K - $32.1K
9.92K $1.14M
GS
Goldman Sachs Group Inc

Financial Services
305
+ 2.26%
$524.81 - $672.19 $160K - $205K
13.8K $7.55M
VUG
Vanguard Growth ETF

ETFs
26
+ 0.5%
$369.1 - $427.61 $9.6K - $11.1K
5.22K $1.93M
DECK
Deckers Outdoor Corp

Consumer Cyclical
452
+ 14.59%
$111.56 - $223.11 $50.4K - $101K
3.55K $396K
PJT
Pjt Partners Inc.

Financial Services
83
+ 0.58%
$135.97 - $177.59 $11.3K - $14.7K
14.3K $1.97M
TGT
Target Corp

Consumer Defensive
219
+ 1.87%
$103.65 - $142.5 $22.7K - $31.2K
11.9K $1.25M
ARCB
Arcbest Corp

Industrials
26
+ 0.17%
$70.58 - $101.93 $1.84K - $2.65K
15K $1.06M
XLK
Technology Sector Spdr

ETFs
241
+ 1.57%
$206.38 - $242.18 $49.7K - $58.4K
15.6K $3.21M
DLR
Digital Realty Trust, Inc.

Real Estate
427
+ 3.49%
$142.1 - $183.56 $60.7K - $78.4K
12.6K $1.81M
ETN
Eaton Corp PLC

Industrials
1.36K
+ 9.89%
$271.83 - $371.23 $369K - $504K
15.1K $4.1M
CAT
Caterpillar Inc

Industrials
743
+ 3.39%
$326.75 - $407.63 $243K - $303K
22.7K $7.48M
VB
Vanguard Small Cap ETF

ETFs
209
+ 0.63%
$217.89 - $252.64 $45.5K - $52.8K
33.4K $7.4M
NFE
New Fortress Energy Inc.

Utilities
20K
+ 18.34%
$8.31 - $16.3 $166K - $326K
129K $1.07M
VSLU
ETF Opportunities Tr Applied F
35.5K
+ 3.02%
$34.73 - $38.17 $1.23M - $1.36M
1.21M $42.4M
EMR
Emerson Electric CO

Industrials
171
+ 0.39%
$108.64 - $131.17 $18.6K - $22.4K
44.4K $4.87M
TT
Trane Technologies PLC

Industrials
539
+ 2.03%
$332.0 - $400.86 $179K - $216K
27.1K $9.14M
IWV
Ishares Russell 3000 ETF

ETFs
35
+ 0.08%
$313.1 - $349.83 $11K - $12.2K
43.4K $13.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.22K
+ 2.16%
$551.42 - $612.93 $673K - $748K
57.7K $32.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.1K
+ 2.55%
$120.29 - $134.6 $1.22M - $1.36M
407K $49.7M
NOW
Service Now, Inc.

Technology
124
+ 1.15%
$783.83 - $1170.39 $97.2K - $145K
10.9K $8.69M
BKNG
Booking Holdings Inc.

Consumer Cyclical
164
+ 0.83%
$4295.4 - $5141.88 $704K - $843K
20K $92.3M
AVGO
Broadcom Inc.

Technology
10.2K
+ 5.63%
$167.43 - $244.7 $1.7M - $2.49M
191K $31.9M
CRM
Salesforce, Inc.

Technology
2.11K
+ 0.71%
$268.36 - $359.95 $566K - $759K
300K $80.4M
GOOGL
Alphabet Inc.

Communication Services
26.2K
+ 3.39%
$154.33 - $206.19 $4.04M - $5.4M
799K $124M
MSFT
Microsoft Corp

Technology
2.87K
+ 0.52%
$375.39 - $447.2 $1.08M - $1.28M
559K $210M
AMZN
Amazon Com Inc

Consumer Cyclical
4.54K
+ 0.48%
$190.26 - $242.06 $863K - $1.1M
947K $180M
AAPL
Apple Inc.

Technology
22.9K
+ 1.57%
$209.68 - $247.1 $4.8M - $5.66M
1.48M $329M
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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