Crestwood Advisors Group LLC New Holdings in Q2 2025

Crestwood Advisors Group LLC

  • $5.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
9.46K
New
$61.79 - $76.67 $585K - $725K
9.46K $719K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
10.4K
New
$47.24 - $58.55 $490K - $608K
10.4K $607K
CMF
Ishares California Muni Bond E

ETFs
10.5K
New
$54.52 - $56.7 $572K - $594K
10.5K $584K
SOXX
Ishares Semiconductor ETF

ETFs
2.24K
New
$154.86 - $239.07 $347K - $536K
2.24K $535K
COIN
Coinbase Global, Inc.

Technology
992
New
$151.47 - $375.07 $150K - $372K
992 $347K
EVTC
Evertec, Inc.

Technology
8.04K
New
$31.89 - $38.37 $257K - $309K
8.04K $289K
MTZ
Mastec Inc

Industrials
1.69K
New
$106.07 - $171.99 $179K - $290K
1.69K $287K
ROK
Rockwell Automation, Inc

Industrials
836
New
$218.97 - $332.17 $183K - $278K
836 $277K
HCA
Hca Healthcare, Inc.

Healthcare
725
New
$317.61 - $387.52 $230K - $281K
725 $277K
IBN
Icici Bank LTD

Financial Services
8.1K
New
$30.16 - $34.39 $244K - $278K
8.1K $272K
HWM
Howmet Aerospace Inc.

Industrials
1.43K
New
$112.33 - $186.13 $161K - $266K
1.43K $266K
RMD
Resmed Inc

Healthcare
1.02K
New
$204.54 - $258.0 $209K - $264K
1.02K $263K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.22K
New
$160.22 - $209.35 $196K - $256K
1.22K $256K
MPC
Marathon Petroleum Corp

Energy
1.55K
New
$118.55 - $170.08 $183K - $263K
1.55K $256K
XLC
Select Sector Spdr Tr Communic

ETFs
2.33K
New
$86.13 - $108.53 $201K - $253K
2.33K $252K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.95K
New
$60.61 - $87.72 $179K - $259K
2.95K $250K
HDB
Hdfc Bank LTD

Financial Services
3.27K
New
$63.78 - $77.48 $209K - $253K
3.27K $250K
OXY
Occidental Petroleum Corp

Energy
5.97K
New
$36.11 - $49.33 $216K - $295K
5.97K $250K
IEV
Ishares Tr Europe ETF

ETFs
3.88K
New
$51.8 - $64.59 $201K - $250K
3.88K $245K
MCHP
Microchip Technology Inc

Technology
3.49K
New
$35.34 - $71.6 $123K - $250K
3.49K $245K
CSX
Csx Corp

Industrials
7.27K
New
$26.69 - $32.91 $194K - $239K
7.27K $237K
ALGN
Align Technology Inc

Healthcare
1.22K
New
$144.32 - $190.42 $175K - $231K
1.22K $230K
EBAY
Ebay Inc

Consumer Cyclical
3.1K
New
$59.52 - $79.36 $184K - $246K
3.1K $230K
VST
Vistra Corp.

Utilities
1.19K
New
$98.07 - $195.04 $116K - $231K
1.19K $229K
VRSN
Verisign Inc

Technology
779
New
$234.49 - $288.8 $183K - $225K
779 $224K
ILF
Ishares Latin America 40 ETF

ETFs
8.44K
New
$21.35 - $26.21 $180K - $221K
8.44K $221K
HUBB
Hubbell Inc

Industrials
537
New
$315.94 - $408.41 $170K - $219K
537 $219K
TROW
Price T Rowe Group Inc

Financial Services
2.27K
New
$80.27 - $98.06 $182K - $222K
2.27K $218K
AMP
Ameriprise Financial Inc

Financial Services
407
New
$422.19 - $533.73 $172K - $217K
407 $217K
FCX
Freeport Mcmoran Inc

Basic Materials
4.89K
New
$29.15 - $44.46 $142K - $217K
4.89K $211K
KD
Kyndryl Holdings, Inc.

Technology
4.96K
New
$27.77 - $41.96 $138K - $208K
4.96K $208K
TTWO
Take Two Interactive Software Inc

Communication Services
851
New
$194.58 - $243.05 $166K - $207K
851 $206K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.01K
New
$22.27 - $29.21 $156K - $205K
7.01K $204K
IYW
Ishares Dj Us Tech ETF

ETFs
1.17K
New
$122.57 - $173.27 $144K - $203K
1.17K $203K
WELL
Welltower Inc.

Real Estate
1.32K
New
$136.49 - $155.22 $180K - $205K
1.32K $202K
DGX
Quest Diagnostics Inc

Healthcare
1.23K
New
N/A
1.23K $168K
GBDC
Golub Capital Bdc, Inc.

Financial Services
10.4K
New
$13.03 - $15.28 $136K - $159K
10.4K $152K
CCCC
C4 Therapeutics, Inc.

Healthcare
29K
New
$1.1 - $1.74 $31.9K - $50.5K
29K $41K
Brookfield Corp Cl A LTD Vt Sh
16.2K
New
N/A
16.2K $0
Alps/Smith Core Plus Bond ETF
12.4K
New
N/A
12.4K $0
Canadian Pacific Kansas City Com
2.57K
New
N/A
2.57K $0
Ralliant Corp Com
27K
New
N/A
27K $0
Thomson Reuters Corp Com
1.04K
New
N/A
1.04K $0
Te Connectivity PLC Ord Shs
1.59K
New
N/A
1.59K $0
Monogram Technologies Inc Com
10K
New
N/A
10K $0
Activity Summary
Buys All Purchases 276 New Holdings 46 Increased Positions 230 Sells All Sells 232 Reductions 232 Sold out 0 Options Calls 0 Puts 0
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