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
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-5.02K
- 10.82%
$22.73 - $29.21 $114K - $147K
41.3K $1.11M
UNP
Union Pacific Corp

Industrials
-786
- 7.92%
$208.27 - $238.46 $164K - $187K
9.13K $2.1M
EBC
Eastern Bankshares, Inc.

Financial Services
-12.2K
- 29.03%
$14.18 - $16.5 $173K - $201K
29.8K $455K
MAS
Masco Corp

Industrials
-1.99K
- 11.22%
$58.73 - $71.06 $117K - $141K
15.7K $1.01M
INDA
Ishares Msci India Index Fund

ETFs
-5.05K
- 28.88%
$49.13 - $55.86 $248K - $282K
12.4K $691K
ES
Eversource Energy

Utilities
-3.39K
- 49.15%
$54.25 - $65.89 $184K - $224K
3.51K $223K
NTNX
Nutanix, Inc.

Technology
-7K
- 13.9%
$58.17 - $83.07 $407K - $581K
43.3K $3.31M
SONO
Sonos Inc

Technology
-18.9K
- 36.31%
$7.7 - $11.25 $145K - $212K
33.1K $357K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-883
- 5.54%
$107.83 - $119.94 $95.2K - $106K
15K $1.62M
IBB
Ishares Biotechnology ETF

ETFs
-1.31K
- 8.31%
$112.02 - $129.0 $146K - $169K
14.4K $1.82M
VDE
Vanguard Energy ETF

ETFs
-981
- 27.17%
$105.87 - $130.56 $104K - $128K
2.63K $313K
TMUS
T Mobile Us, Inc.

Communication Services
-448
- 27.4%
$220.99 - $268.54 $99K - $120K
1.19K $282K
VHT
Vanguard Health Care ETF

ETFs
-415
- 24.94%
$236.71 - $261.92 $98.2K - $109K
1.25K $310K
COP
Conocophillips

Energy
-69
- 0.91%
$82.66 - $106.1 $5.7K - $7.32K
7.51K $673K
INTC
Intel Corp

Technology
-5.03K
- 21.62%
$18.13 - $22.69 $91.2K - $114K
18.2K $408K
SHEL
Shell PLC

Energy
-1.09K
- 7.55%
$59.75 - $73.05 $65.1K - $79.6K
13.3K $939K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-3.18K
- 13.91%
$31.07 - $32.25 $98.6K - $102K
19.6K $623K
RGEN
Repligen Corp

Healthcare
-759
- 20.81%
$108.89 - $145.23 $82.6K - $110K
2.89K $359K
CVS
Cvs Health Corp

Healthcare
-1.87K
- 9.32%
$60.04 - $70.18 $112K - $131K
18.2K $1.25M
QLV
Flexshares Us Quality Low Vola

ETFs
-2.15K
- 10.56%
$59.53 - $68.1 $128K - $146K
18.2K $1.24M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-659
- 18.57%
$100.44 - $129.37 $66.2K - $85.3K
2.89K $297K
LYTS
Lsi Industries Inc

Technology
-5.8K
- 21.84%
$14.31 - $17.43 $83K - $101K
20.8K $352K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-733
- 31.3%
$171.4 - $227.1 $126K - $166K
1.61K $365K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-44
- 2.7%
$225.56 - $335.19 $9.92K - $14.7K
1.59K $377K
IEF
Ishares Barclays

ETFs
-902
- 16.61%
$93.15 - $96.56 $84K - $87.1K
4.53K $433K
AKAM
Akamai Technologies Inc

Technology
-879
- 1.2%
N/A
72.3K $6.57M
PLD
Prologis, Inc.

Real Estate
-530
- 19.19%
$89.76 - $112.34 $47.6K - $59.5K
2.23K $234K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-899
- 1.86%
$85.42 - $94.39 $76.8K - $84.9K
47.4K $4.45M
VIG
Vanguard Dividend Appreciation

ETFs
-407
- 0.79%
N/A
51K $9.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-911
- 9.29%
$83.54 - $100.04 $76.1K - $91.1K
8.89K $884K
AROC
Archrock, Inc.

Energy
-1.57K
- 7.34%
$21.0 - $27.11 $33K - $42.6K
19.8K $492K
AEP
American Electric Power CO Inc

Utilities
-174
- 2.06%
$98.59 - $109.11 $17.2K - $19K
8.27K $858K
TYL
Tyler Technologies Inc

Technology
-167
- 5.35%
$521.68 - $592.84 $87.1K - $99K
2.95K $1.75M
DSGX
Descartes Systems Group Inc

Technology
-733
- 5.07%
$94.15 - $116.93 $69K - $85.7K
13.7K $1.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
-161
- 12.15%
$248.61 - $294.96 $40K - $47.5K
1.16K $328K
STAG
Stag Industrial, Inc.

Real Estate
-2.69K
- 1.01%
$30.08 - $37.02 $80.9K - $99.5K
263K $9.55M
LII
Lennox International Inc

Industrials
-107
- 20.78%
$508.76 - $605.77 $54.4K - $64.8K
408 $233K
AWK
American Water Works Company, Inc.

Utilities
-32
- 0.65%
$133.82 - $151.96 $4.28K - $4.86K
4.87K $677K
WSO
Watsco Inc

Industrials
-2
- 0.3%
$421.84 - $520.66 $844 - $1.04K
660 $291K
AMT
American Tower Corp

Real Estate
-546
- 2.42%
$203.96 - $228.19 $111K - $125K
22.1K $4.87M
MDT
Medtronic PLC

Healthcare
-275
- 3.97%
$80.68 - $88.86 $22.2K - $24.4K
6.66K $580K
NVO
Novo Nordisk A S

Healthcare
-582
- 11.31%
$58.08 - $81.05 $33.8K - $47.2K
4.57K $315K
EA
Electronic Arts Inc.

Communication Services
-976
- 12.25%
$132.53 - $159.7 $129K - $156K
6.99K $1.12M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.94K
- 14.78%
$29.12 - $35.84 $56.5K - $69.6K
11.2K $401K
F
Ford Motor CO

Consumer Cyclical
-4.09K
- 28.73%
$8.69 - $10.85 $35.6K - $44.4K
10.2K $110K
CSGP
Costar Group, Inc.

Real Estate
-396
- 13.46%
$72.62 - $83.22 $28.8K - $33K
2.55K $204K
PCAR
Paccar Inc

Industrials
-222
- 6.33%
$86.4 - $99.09 $19.2K - $22K
3.29K $312K
PHM
Pultegroup Inc

Consumer Cyclical
-500
- 5.11%
$92.02 - $106.54 $46K - $53.3K
9.29K $980K
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
-42
- 0.27%
$13.93 - $20.34 $585 - $854
15.4K $275K
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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