Crestwood Advisors Group LLC New Holdings in Q4 2024

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
115K
New
$221.17 - $246.02 $25.5M - $28.3M
115K $26.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
11.5K
New
$148.29 - $166.93 $1.7M - $1.92M
11.5K $1.71M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
10.8K
New
$115.08 - $119.55 $1.24M - $1.29M
10.8K $1.24M
FNF
Fidelity National Financial, Inc.

Financial Services
17.7K
New
$55.19 - $63.83 $978K - $1.13M
17.7K $995K
EME
Emcor Group, Inc.

Industrials
1.83K
New
$427.96 - $526.95 $783K - $964K
1.83K $830K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.08K
New
$46.48 - $51.32 $329K - $363K
7.08K $340K
FIS
Fidelity National Information Services, Inc.

Technology
4.02K
New
$80.14 - $90.95 $322K - $366K
4.02K $324K
LII
Lennox International Inc

Industrials
528
New
$589.36 - $678.43 $311K - $358K
528 $321K
MLPX
Global X Mlp & Energy Infrastr

ETFs
5K
New
$54.89 - $64.32 $274K - $322K
5K $302K
DGRO
Ishares Core Dividend Growth E

ETFs
4.86K
New
$60.73 - $64.94 $295K - $316K
4.86K $298K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.68K
New
$74.5 - $78.37 $274K - $288K
3.68K $274K
BNDX
Vanguard Total International B

ETFs
5.36K
New
$48.91 - $50.61 $262K - $271K
5.36K $262K
HDB
Hdfc Bank LTD

Financial Services
4.05K
New
$59.45 - $68.01 $240K - $275K
4.05K $258K
SLB
Schlumberger Limited

Energy
6.62K
New
$36.83 - $45.59 $244K - $302K
6.62K $253K
SRLN
Ssga Active Trust

ETFs
6.01K
New
$41.48 - $42.08 $249K - $253K
6.01K $250K
MCK
Mckesson Corp

Healthcare
437
New
$482.27 - $628.5 $211K - $275K
437 $249K
MNST
Monster Beverage Corp

Consumer Defensive
4.63K
New
$49.24 - $56.38 $228K - $261K
4.63K $243K
ALL
Allstate Corp

Financial Services
1.23K
New
$181.25 - $208.2 $223K - $256K
1.23K $237K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.39K
New
$99.2 - $108.47 $237K - $259K
2.39K $237K
SONY
Sony Group Corp

Technology
11.1K
New
$17.53 - $96.8 $194K - $1.07M
11.1K $233K
FDX
Fedex Corp

Industrials
807
New
$260.5 - $305.15 $210K - $246K
807 $227K
CDNS
Cadence Design Systems Inc

Technology
756
New
$249.1 - $324.54 $188K - $245K
756 $227K
VPN
Global X Fds Data Ctr Reits &

ETFs
13.5K
New
N/A
13.5K $215K
VRSK
Verisk Analytics, Inc.

Industrials
759
New
$262.86 - $294.75 $200K - $224K
759 $209K
WRB
Berkley W R Corp

Financial Services
3.57K
New
$56.48 - $64.94 $202K - $232K
3.57K $209K
VST
Vistra Corp.

Utilities
1.51K
New
$115.74 - $166.61 $175K - $252K
1.51K $208K
DTE
Dte Energy CO

Utilities
1.71K
New
$117.04 - $129.77 $200K - $222K
1.71K $206K
BR
Broadridge Financial Solutions, Inc.

Technology
910
New
$209.64 - $236.44 $191K - $215K
910 $205K
FFIV
F5, Inc.

Technology
819
New
$213.56 - $263.36 $175K - $216K
819 $205K
TMUS
T Mobile Us, Inc.

Communication Services
911
New
$206.1 - $246.94 $188K - $225K
911 $201K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.2K
New
$25.93 - $105.3 $187K - $758K
7.2K $200K
PRME
Prime Medicine, Inc.
31.7K
New
$2.64 - $4.46 $83.7K - $141K
31.7K $92K
WIT
Wipro LTD

Technology
15.5K
New
$3.54 - $7.24 $54.7K - $112K
15.5K $54K
IBRX
Immunity Bio, Inc.

Healthcare
16.2K
New
$2.56 - $6.17 $41.5K - $100K
16.2K $41K
Arista Networks Inc Com Shs
5.35K
New
N/A
5.35K $0
Fidelity Wise Origin Bitcoin Fund
3.15K
New
N/A
3.15K $0
Brookfield Infrastructure Corp Com Sub Vtg A
9.35K
New
N/A
9.35K $0
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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