Crestwood Advisors Group LLC New Holdings in Q1 2025

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.14M
New
$54.51 - $63.63 $61.9M - $72.3M
1.14M $63.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
298K
New
$89.18 - $104.04 $26.5M - $31M
298K $27.2M
DEO
Diageo PLC

Consumer Defensive
162K
New
$104.79 - $126.12 $16.9M - $20.4M
162K $16.9M
SPMD
Spdr Portfolio

ETFs
67.9K
New
$50.21 - $57.73 $3.41M - $3.92M
67.9K $3.48M
PLMR
Palomar Holdings, Inc.

Financial Services
17.3K
New
$101.51 - $137.08 $1.76M - $2.37M
17.3K $2.37M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
15.9K
New
$88.0 - $115.5 $1.4M - $1.84M
15.9K $1.82M
TYL
Tyler Technologies Inc

Technology
3.12K
New
$553.41 - $646.74 $1.73M - $2.02M
3.12K $1.81M
PATK
Patrick Industries Inc

Consumer Cyclical
20.6K
New
$82.13 - $97.92 $1.69M - $2.01M
20.6K $1.74M
LNG
Cheniere Energy, Inc.

Energy
6.35K
New
$209.32 - $253.66 $1.33M - $1.61M
6.35K $1.47M
DSGX
Descartes Systems Group Inc

Technology
14.5K
New
$96.4 - $122.5 $1.39M - $1.77M
14.5K $1.46M
STE
Steris PLC

Healthcare
6.19K
New
$202.46 - $232.74 $1.25M - $1.44M
6.19K $1.4M
GTLS
Chart Industries Inc

Industrials
9.44K
New
$141.99 - $218.35 $1.34M - $2.06M
9.44K $1.36M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
46.4K
New
$26.47 - $29.92 $1.23M - $1.39M
46.4K $1.36M
MAS
Masco Corp

Industrials
17.7K
New
$68.67 - $81.85 $1.22M - $1.45M
17.7K $1.23M
EA
Electronic Arts Inc.

Communication Services
7.97K
New
$116.53 - $146.29 $928K - $1.17M
7.97K $1.15M
HQY
Healthequity, Inc.

Healthcare
12.8K
New
$84.32 - $114.51 $1.08M - $1.46M
12.8K $1.13M
PHM
Pultegroup Inc

Consumer Cyclical
9.79K
New
$101.09 - $118.51 $990K - $1.16M
9.79K $1.01M
ATI
Allegheny Technologies Inc

Industrials
18.1K
New
$50.0 - $65.86 $903K - $1.19M
18.1K $939K
INDA
Ishares Msci India Index Fund

ETFs
17.5K
New
$47.8 - $53.4 $835K - $933K
17.5K $899K
ARIS
Aris Water Solutions, Inc.

Utilities
25.3K
New
$23.34 - $33.33 $590K - $842K
25.3K $809K
DKNG
Draft Kings Inc.

Consumer Cyclical
23.5K
New
$33.21 - $53.49 $780K - $1.26M
23.5K $780K
BPMC
Blueprint Medicines Corp

Healthcare
7.63K
New
$86.69 - $115.63 $661K - $882K
7.63K $675K
VIS
Vanguard Industrial ETF

ETFs
2.61K
New
$243.63 - $273.99 $635K - $714K
2.61K $645K
ONEW
One Water Marine Inc.

Consumer Cyclical
38.6K
New
$14.68 - $20.76 $567K - $801K
38.6K $624K
AROC
Archrock, Inc.

Energy
21.4K
New
$22.72 - $30.34 $486K - $649K
21.4K $561K
SONO
Sonos Inc

Technology
51.9K
New
$10.67 - $15.08 $554K - $783K
51.9K $554K
RGEN
Repligen Corp

Healthcare
3.65K
New
$127.24 - $174.24 $464K - $635K
3.65K $464K
LYTS
Lsi Industries Inc

Technology
26.5K
New
$17.0 - $24.72 $451K - $656K
26.5K $451K
CIVI
Civitas Resources, Inc.

Energy
10.8K
New
$32.05 - $54.79 $345K - $590K
10.8K $375K
FTNT
Fortinet, Inc.

Technology
3.65K
New
$92.49 - $114.57 $338K - $418K
3.65K $351K
IDXX
Idexx Laboratories Inc

Healthcare
829
New
$406.29 - $469.04 $337K - $389K
829 $348K
VLO
Valero Energy Corp

Energy
2.61K
New
$121.76 - $142.99 $318K - $373K
2.61K $344K
TDG
Trans Digm Group Inc

Industrials
199
New
$1251.32 - $1394.11 $249K - $277K
199 $275K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.21K
New
$82.81 - $92.93 $265K - $298K
3.21K $272K
CTAS
Cintas Corp

Industrials
1.32K
New
$182.09 - $208.14 $240K - $274K
1.32K $270K
SNPS
Synopsys Inc

Technology
627
New
$428.58 - $551.54 $269K - $346K
627 $268K
JCI
Johnson Controls International PLC

Industrials
3.06K
New
$76.12 - $90.6 $233K - $277K
3.06K $245K
NVR
Nvr Inc

Consumer Cyclical
33
New
$7062.02 - $8382.63 $233K - $277K
33 $239K
CSGP
Costar Group, Inc.

Real Estate
2.94K
New
$69.29 - $80.37 $204K - $236K
2.94K $233K
PAYX
Paychex Inc

Industrials
1.49K
New
$136.06 - $154.52 $202K - $229K
1.49K $229K
EXC
Exelon Corp

Utilities
4.94K
New
$37.3 - $46.08 $184K - $228K
4.94K $227K
ADSK
Autodesk, Inc.

Technology
915
New
N/A
915 $224K
MPWR
Monolithic Power Systems Inc

Technology
387
New
$565.7 - $720.25 $219K - $279K
387 $224K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
13.4K
New
$15.34 - $18.99 $205K - $254K
13.4K $217K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.71K
New
$106.31 - $123.73 $182K - $212K
1.71K $211K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.19K
New
$168.84 - $202.89 $201K - $241K
1.19K $208K
MSEX
Middlesex Water CO

Utilities
3.25K
New
$48.68 - $64.93 $158K - $211K
3.25K $208K
PRI
Primerica, Inc.

Financial Services
726
New
$271.41 - $296.43 $197K - $215K
726 $206K
DASH
Door Dash, Inc.

Communication Services
1.12K
New
$168.37 - $213.38 $189K - $239K
1.12K $205K
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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