Crestwood Advisors Group LLC Reduced Holdings in Q1 2025

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-581K
- 26.42%
$40.03 - $46.81 $23.3M - $27.2M
1.62M $66M
FTV
Fortive Corp

Technology
-427K
- 78.63%
$71.82 - $82.98 $30.6M - $35.4M
116K $8.48M
BX
Blackstone Inc.

Financial Services
-241
- 0.05%
$136.53 - $186.74 $32.9K - $45K
507K $70.9M
SYK
Stryker Corp

Healthcare
-41.8K
- 41.53%
$355.18 - $399.9 $14.9M - $16.7M
58.9K $21.9M
GOOG
Alphabet Inc.

Communication Services
-1.54K
- 0.42%
$156.06 - $207.71 $240K - $320K
365K $57M
ACN
Accenture PLC

Technology
-7.99K
- 3.7%
$300.91 - $398.25 $2.4M - $3.18M
208K $64.9M
HD
Home Depot, Inc.

Consumer Cyclical
-17.3K
- 8.38%
$347.25 - $424.87 $6.02M - $7.37M
190K $69.5M
DHR
Danaher Corp

Healthcare
-9.13K
- 2.76%
$201.62 - $250.59 $1.84M - $2.29M
321K $65.8M
AB
Alliancebernstein Holding L.P.

Financial Services
-262K
- 90.83%
$35.0 - $40.73 $9.16M - $10.7M
26.4K $1.01M
ADBE
Adobe Inc.

Technology
-1.45K
- 0.98%
$377.84 - $464.11 $547K - $672K
146K $55.9M
AMAT
Applied Materials Inc

Technology
-7.15K
- 2.0%
$145.06 - $195.51 $1.04M - $1.4M
351K $50.9M
STZ
Constellation Brands, Inc.

Consumer Defensive
-13.3K
- 10.3%
$161.05 - $222.93 $2.14M - $2.97M
116K $21.3M
TJX
Tjx Companies Inc

Consumer Cyclical
-63.9K
- 11.36%
$112.81 - $126.16 $7.2M - $8.06M
498K $60.7M
PWR
Quanta Services, Inc.

Industrials
-1.77K
- 1.68%
$236.71 - $358.03 $418K - $632K
103K $26.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6.93K
- 5.79%
$497.6 - $606.74 $3.45M - $4.2M
113K $56.1M
HON
Honeywell International Inc

Industrials
-4.44K
- 1.24%
$202.75 - $226.52 $899K - $1M
353K $74.7M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-2.74K
- 1.01%
$221.78 - $273.45 $607K - $749K
268K $60.9M
DIS
Walt Disney CO

Communication Services
-42.4K
- 36.22%
$96.87 - $114.0 $4.11M - $4.84M
74.7K $7.38M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-98K
- 18.21%
$54.25 - $57.64 $5.32M - $5.65M
440K $24.3M
ORCL
Oracle Corp

Technology
-240
- 0.13%
$139.81 - $186.47 $33.6K - $44.8K
183K $25.5M
TTD
Trade Desk, Inc.

Technology
-405
- 0.53%
$53.59 - $126.58 $21.7K - $51.3K
76.3K $4.18M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.58K
- 2.09%
$554.06 - $615.85 $1.43M - $1.59M
121K $67.8M
URI
United Rentals, Inc.

Industrials
-836
- 2.3%
$594.17 - $789.56 $497K - $660K
35.5K $22.2M
MKC
Mccormick & CO Inc

Consumer Defensive
-81.5K
- 14.31%
$71.24 - $84.73 $5.8M - $6.9M
488K $40.1M
APH
Amphenol Corp

Technology
-12.4K
- 2.71%
$61.62 - $78.55 $764K - $973K
444K $29.1M
IGV
Ishares Expanded Tech Software

ETFs
-3.96K
- 2.05%
$88.3 - $107.83 $350K - $427K
190K $16.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.32K
- 8.56%
$102.49 - $119.96 $955K - $1.12M
99.5K $10.4M
NXPI
Nxp Semiconductors N.V.

Technology
-2.98K
- 3.44%
$189.99 - $245.86 $567K - $733K
83.6K $15.9M
MTD
Mettler Toledo International Inc

Healthcare
-767
- 3.05%
$1177.09 - $1390.0 $903K - $1.07M
24.3K $28.8M
MRK
Merck & Co., Inc.

Healthcare
-7.12K
- 6.09%
$83.01 - $101.02 $591K - $719K
110K $9.85M
SF
Stifel Financial Corp

Financial Services
-1.88K
- 1.46%
$91.62 - $117.6 $172K - $221K
127K $12M
BAC
Bank Of America Corp

Financial Services
-12.3K
- 2.33%
$39.61 - $47.74 $488K - $588K
516K $21.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-840
- 8.44%
$222.15 - $428.22 $187K - $360K
9.11K $2.36M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-17.9K
- 27.33%
$91.45 - $91.75 $1.63M - $1.64M
47.5K $4.36M
SHW
Sherwin Williams CO

Basic Materials
-6.81K
- 7.22%
$330.16 - $365.55 $2.25M - $2.49M
87.5K $30.6M
VT
Vanguard Total World Stk Index

ETFs
-12K
- 27.24%
$115.08 - $123.97 $1.38M - $1.48M
32K $3.71M
OLED
Universal Display Corp Pa

Technology
-3.19K
- 2.37%
$139.48 - $161.59 $445K - $516K
131K $18.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-59.9K
- 14.37%
$24.73 - $25.62 $1.48M - $1.53M
357K $9.11M
SHOP
Shopify Inc.

Technology
-5.83K
- 11.13%
$90.59 - $129.31 $528K - $754K
46.5K $4.44M
IEFA
Ishares Tr

ETFs
-47.8K
- 10.23%
$69.57 - $78.65 $3.33M - $3.76M
419K $31.7M
SEIC
Sei Investments CO

Financial Services
-1.06K
- 0.51%
$72.08 - $86.58 $76.3K - $91.7K
208K $16.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-23.5K
- 17.01%
$74.85 - $84.89 $1.76M - $1.99M
114K $9.36M
CCI
Crown Castle International Corp

Real Estate
-15.4K
- 32.19%
$84.33 - $106.39 $1.3M - $1.64M
32.5K $3.39M
IEMG
Ishares Inc

ETFs
-17.2K
- 10.81%
N/A
142K $7.61M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-10.1K
- 45.64%
$81.83 - $82.73 $825K - $834K
12K $993K
EW
Edwards Lifesciences Corp

Healthcare
-7.22K
- 3.89%
$67.95 - $76.19 $490K - $550K
179K $12.9M
SWK
Stanley Black & Decker, Inc.

Industrials
-9.7K
- 59.55%
$76.43 - $90.41 $742K - $877K
6.59K $506K
PEP
Pepsico Inc

Consumer Defensive
-3.64K
- 4.87%
$142.64 - $156.42 $519K - $570K
71.1K $10.7M
HBAN
Huntington Bancshares Inc

Financial Services
-12.4K
- 3.05%
$14.28 - $17.39 $177K - $216K
395K $5.93M
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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