Crestwood Advisors Group LLC Reduced Holdings in Q2 2025

Crestwood Advisors Group LLC

  • $5.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-505K
- 78.74%
$69.06 - $91.24 $34.9M - $46M
136K $12.4M
AAPL
Apple Inc.

Technology
-27.2K
- 1.84%
$172.42 - $223.89 $4.7M - $6.1M
1.45M $298M
JNJ
Johnson & Johnson

Healthcare
-131K
- 34.78%
$146.36 - $159.82 $19.2M - $21M
247K $37.7M
MUB
Ishares National Muni Bond ETF

ETFs
-232K
- 33.31%
$102.31 - $105.8 $23.7M - $24.5M
464K $48.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-433K
- 33.09%
$48.13 - $49.85 $20.9M - $21.6M
876K $43M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-17.5K
- 15.53%
$390.26 - $489.06 $6.84M - $8.57M
95.3K $38.6M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-277K
- 24.33%
$49.07 - $59.23 $13.6M - $16.4M
860K $50.9M
XLE
Energy Sector Spdr

ETFs
-84.1K
- 28.4%
$76.44 - $94.13 $6.43M - $7.92M
212K $18M
STZ
Constellation Brands, Inc.

Consumer Defensive
-29.3K
- 25.28%
$160.0 - $195.62 $4.69M - $5.73M
86.6K $14.1M
ADBE
Adobe Inc.

Technology
-15.8K
- 10.81%
$340.0 - $420.68 $5.36M - $6.63M
130K $50.3M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 1.79%
$725400.0 - $809350.0 $725K - $809K
55 $40.1M
ACN
Accenture PLC

Technology
-5.05K
- 2.43%
$279.23 - $323.21 $1.41M - $1.63M
203K $60.7M
FTV
Fortive Corp

Technology
-34.2K
- 29.54%
$52.13 - $74.29 $1.78M - $2.54M
81.7K $4.26M
MKC
Mccormick & CO Inc

Consumer Defensive
-13K
- 2.67%
$71.11 - $82.25 $925K - $1.07M
475K $36M
ABBV
Abb Vie Inc.

Healthcare
-1K
- 0.84%
$170.16 - $206.27 $171K - $207K
118K $21.9M
IYE
Ishares Tr

ETFs
-41.9K
- 19.01%
$40.36 - $49.67 $1.69M - $2.08M
179K $8.08M
VT
Vanguard Total World Stk Index

ETFs
-23.5K
- 73.37%
$103.16 - $128.52 $2.42M - $3.01M
8.52K $1.09M
ZTS
Zoetis Inc.

Healthcare
-4.71K
- 2.19%
$144.41 - $170.3 $680K - $801K
211K $32.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-30
- 0.03%
$212.1 - $244.27 $6.36K - $7.33K
98.8K $21.6M
ROP
Roper Technologies Inc

Industrials
-547
- 0.61%
$519.19 - $590.78 $284K - $323K
89.4K $50.7M
CVX
Chevron Corp

Energy
-2.12K
- 2.8%
$133.73 - $168.51 $284K - $358K
73.7K $10.5M
PG
Procter & Gamble CO

Consumer Defensive
-1.28K
- 0.81%
$157.66 - $172.39 $202K - $221K
157K $24.9M
XOM
Exxon Mobil Corp

Energy
-3.05K
- 2.33%
$99.93 - $119.04 $304K - $363K
128K $13.8M
LLY
Eli Lilly & CO

Healthcare
-90
- 0.24%
$713.71 - $898.95 $64.2K - $80.9K
36.9K $28.7M
AON
Aon PLC

Financial Services
-3.49K
- 36.26%
$335.85 - $398.81 $1.17M - $1.39M
6.13K $2.19M
CHD
Church & Dwight CO Inc

Consumer Defensive
-300
- 0.27%
$91.57 - $110.76 $27.5K - $33.2K
110K $10.5M
PEP
Pepsico Inc

Consumer Defensive
-1.5K
- 2.1%
$128.02 - $151.37 $192K - $226K
69.6K $9.2M
SYK
Stryker Corp

Healthcare
-7.14K
- 12.12%
$337.37 - $395.63 $2.41M - $2.82M
51.7K $20.5M
UNH
Unitedhealth Group Inc

Healthcare
-938
- 17.51%
$274.35 - $599.47 $257K - $562K
4.42K $1.38M
HON
Honeywell International Inc

Industrials
-37.8K
- 10.7%
$182.86 - $232.88 $6.91M - $8.8M
315K $73.4M
HD
Home Depot, Inc.

Consumer Cyclical
-3.35K
- 1.77%
$335.24 - $380.78 $1.12M - $1.27M
186K $68.3M
SHW
Sherwin Williams CO

Basic Materials
-1.61K
- 1.84%
$313.51 - $363.51 $504K - $584K
85.9K $29.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-29.4K
- 9.87%
$82.17 - $99.96 $2.41M - $2.93M
268K $26.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-344
- 1.05%
$285.55 - $321.23 $98.2K - $111K
32.5K $9.5M
SPMD
Spdr Portfolio

ETFs
-16.3K
- 23.97%
$44.89 - $54.38 $731K - $885K
51.6K $2.81M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-232
- 2.26%
$421.16 - $509.5 $97.7K - $118K
10K $4.47M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-19.2K
- 5.39%
$24.98 - $25.66 $480K - $493K
337K $8.64M
SBUX
Starbucks Corp

Consumer Cyclical
-1.68K
- 3.58%
$79.69 - $99.41 $134K - $167K
45.3K $4.15M
WY
Weyerhaeuser CO

Real Estate
-3.28K
- 3.23%
$24.69 - $29.48 $81K - $96.7K
98.2K $2.52M
ENTG
Entegris Inc

Technology
-2.89K
- 9.67%
$62.92 - $86.2 $182K - $249K
27K $2.18M
DKNG
Draft Kings Inc.

Consumer Cyclical
-15.1K
- 64.22%
$31.67 - $42.89 $478K - $647K
8.41K $360K
ITW
Illinois Tool Works Inc

Industrials
-1.59K
- 15.53%
$218.41 - $252.43 $347K - $401K
8.65K $2.14M
ONEW
One Water Marine Inc.

Consumer Cyclical
-21.7K
- 56.29%
$12.06 - $17.03 $262K - $370K
16.9K $225K
AMGN
Amgen Inc

Healthcare
-121
- 1.12%
$262.28 - $309.85 $31.7K - $37.5K
10.7K $2.97M
CMCSA
Comcast Corp

Communication Services
-3.49K
- 1.65%
$32.84 - $36.72 $115K - $128K
208K $7.42M
CCI
Crown Castle International Corp

Real Estate
-2.89K
- 8.89%
$94.83 - $107.06 $274K - $309K
29.6K $3.04M
BMY
Bristol Myers Squibb CO

Healthcare
-1.92K
- 12.3%
$44.12 - $59.6 $84.6K - $114K
13.7K $632K
FNF
Fidelity National Financial, Inc.

Financial Services
-6
- 0.02%
$53.62 - $66.59 $322 - $400
29.2K $1.64M
ARIS
Aris Water Solutions, Inc.

Utilities
-1.6K
- 6.33%
$19.97 - $33.53 $31.9K - $53.6K
23.7K $559K
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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