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
ON
On Semiconductor Corp

Technology
358
+ 6.06%
$63.05 - $74.7 $22.6K - $26.7K
6.26K $394K
HSY
Hershey CO

Consumer Defensive
19
+ 0.97%
$168.67 - $193.65 $3.2K - $3.68K
1.97K $333K
NOC
Northrop Grumman Corp

Industrials
14
+ 1.72%
$466.52 - $543.88 $6.53K - $7.61K
827 $388K
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.12%
$250.81 - $283.3 $502 - $567
1.71K $433K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.19K
+ 1.1%
$113.92 - $127.38 $135K - $151K
109K $12.5M
NUE
Nucor Corp

Basic Materials
154
+ 6.44%
$115.78 - $167.74 $17.8K - $25.8K
2.55K $297K
SYK
Stryker Corp

Healthcare
152
+ 0.15%
$345.14 - $392.15 $52.5K - $59.6K
101K $36.2M
CI
Cigna Corp

Healthcare
119
+ 7.66%
$265.59 - $358.58 $31.6K - $42.7K
1.67K $461K
AWK
American Water Works Company, Inc.

Utilities
163
+ 3.59%
$123.83 - $146.07 $20.2K - $23.8K
4.7K $585K
UHT
Universal Health Realty Income Trust

Real Estate
16
+ 0.17%
$36.47 - $45.19 $584 - $723
9.67K $359K
GD
General Dynamics Corp

Industrials
120
+ 3.62%
$260.28 - $314.03 $31.2K - $37.7K
3.44K $905K
BALL
Ball Corp

Consumer Cyclical
37
+ 0.48%
$54.84 - $67.94 $2.03K - $2.51K
7.72K $423K
XLV
Select Sector Spdr Fund Health

ETFs
1.14K
+ 7.25%
$136.28 - $154.74 $156K - $177K
16.9K $2.33M
RTX
Raytheon Technologies Corp

Industrials
170
+ 0.7%
$114.45 - $127.21 $19.5K - $21.6K
24.5K $2.84M
IR
Ingersoll Rand Inc.

Industrials
257
+ 1.45%
$90.46 - $105.35 $23.2K - $27.1K
18K $1.63M
AMD
Advanced Micro Devices Inc

Technology
802
+ 14.88%
$118.88 - $172.8 $95.3K - $139K
6.19K $747K
UNH
Unitedhealth Group Inc

Healthcare
269
+ 6.94%
$485.52 - $625.25 $131K - $168K
4.15K $2.1M
TGT
Target Corp

Consumer Defensive
446
+ 3.96%
$121.59 - $160.69 $54.2K - $71.7K
11.7K $1.58M
LOW
Lowes Companies Inc

Consumer Cyclical
65
+ 0.74%
$244.52 - $284.07 $15.9K - $18.5K
8.8K $2.17M
PFE
Pfizer Inc

Healthcare
3.38K
+ 2.51%
$24.8 - $30.19 $83.9K - $102K
138K $3.66M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
121
+ 2.13%
$396.64 - $516.74 $48K - $62.5K
5.8K $2.34M
CVS
Cvs Health Corp

Healthcare
408
+ 2.15%
$43.78 - $67.46 $17.9K - $27.5K
19.4K $869K
ACN
Accenture PLC

Technology
115
+ 0.05%
$343.9 - $376.86 $39.5K - $43.3K
216K $76M
LMT
Lockheed Martin Corp

Industrials
229
+ 5.05%
$479.66 - $614.62 $110K - $141K
4.76K $2.31M
CL
Colgate Palmolive CO

Consumer Defensive
194
+ 0.57%
$90.22 - $102.31 $17.5K - $19.8K
34.4K $3.12M
ADI
Analog Devices Inc

Technology
333
+ 1.04%
$206.35 - $236.48 $68.7K - $78.7K
32.5K $6.9M
CAT
Caterpillar Inc

Industrials
218
+ 1.0%
$360.37 - $416.88 $78.6K - $90.9K
21.9K $7.96M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.9K
+ 0.73%
$44.33 - $49.55 $704K - $786K
2.2M $98.8M
KO
Coca Cola CO

Consumer Defensive
9.24K
+ 7.05%
$61.74 - $71.71 $571K - $663K
140K $8.74M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
182
+ 0.18%
$209.89 - $233.24 $38.2K - $42.4K
100K $21.3M
XOM
Exxon Mobil Corp

Energy
1.78K
+ 1.38%
$105.51 - $125.37 $187K - $223K
130K $14M
SPGI
S&P Global Inc.

Financial Services
779
+ 0.98%
$480.36 - $529.17 $374K - $412K
80.6K $40.1M
NEE
Nextera Energy Inc

Utilities
2.96K
+ 2.66%
$69.77 - $85.43 $206K - $253K
114K $8.18M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
1.45K
+ 1.45%
$42.07 - $57.72 $61K - $83.7K
102K $4.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
524
+ 0.21%
$442.29 - $483.08 $232K - $253K
256K $116M
MSFT
Microsoft Corp

Technology
7.55K
+ 1.38%
$406.35 - $454.46 $3.07M - $3.43M
556K $234M
ABBV
Abb Vie Inc.

Healthcare
2.31K
+ 2.08%
$164.99 - $203.87 $380K - $470K
113K $20.1M
NXPI
Nxp Semiconductors N.V.

Technology
1.19K
+ 1.39%
$207.27 - $255.58 $246K - $303K
86.6K $18M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.06K
+ 0.76%
$55.45 - $61.08 $225K - $248K
538K $29.9M
IEFA
Ishares Tr

ETFs
7.61K
+ 1.66%
$70.06 - $77.43 $533K - $590K
467K $32.8M
MKC
Mccormick & CO Inc

Consumer Defensive
1.47K
+ 0.26%
$73.97 - $84.09 $109K - $124K
569K $43.4M
LLY
Eli Lilly & CO

Healthcare
364
+ 1.02%
$727.2 - $932.06 $265K - $339K
36.1K $27.8M
QCOM
Qualcomm Inc

Technology
1.31K
+ 0.44%
$150.4 - $178.04 $197K - $233K
296K $45.5M
KLAC
Kla Corp

Technology
1.22K
+ 2.37%
$614.46 - $829.55 $752K - $1.02M
52.9K $33.3M
MTD
Mettler Toledo International Inc

Healthcare
36
+ 0.14%
$1160.67 - $1498.12 $41.8K - $53.9K
25.1K $30.7M
OLED
Universal Display Corp Pa

Technology
1.48K
+ 1.11%
$146.2 - $213.81 $216K - $316K
135K $19.7M
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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