Crestwood Advisors Group LLC Reduced Holdings in Q3 2024

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.04K
- 6.54%
$47.18 - $48.74 $49.2K - $50.8K
14.9K $725K
ZI
Zoom Info Technologies Inc.

Technology
-190
- 1.67%
$8.01 - $12.68 $1.52K - $2.41K
11.2K $115K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-418
- 20.79%
$125.95 - $142.04 $52.6K - $59.4K
1.59K $226K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-420
- 9.63%
$93.65 - $97.81 $39.3K - $41.1K
3.94K $385K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-541
- 12.94%
$75.88 - $83.21 $41.1K - $45K
3.64K $302K
AZO
Autozone Inc

Consumer Cyclical
-15
- 11.19%
$2815.0 - $3212.87 $42.2K - $48.2K
119 $374K
TENB
Tenable Holdings, Inc.

Technology
-150
- 2.86%
$38.98 - $47.15 $5.85K - $7.07K
5.1K $206K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-659
- 10.17%
$50.85 - $53.88 $33.5K - $35.5K
5.82K $312K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.46K
- 9.54%
$31.05 - $34.29 $45.2K - $50K
13.8K $473K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-530
- 11.29%
$111.9 - $124.28 $59.3K - $65.9K
4.16K $514K
PCAR
Paccar Inc

Industrials
-26
- 0.87%
$91.64 - $109.98 $2.38K - $2.86K
2.95K $290K
GD
General Dynamics Corp

Industrials
-187
- 5.34%
$279.51 - $308.09 $52.3K - $57.6K
3.32K $1M
PLD
Prologis, Inc.

Real Estate
-321
- 15.61%
$111.95 - $132.43 $35.9K - $42.5K
1.74K $219K
FVD
First Tr Value Line Divid Inde

ETFs
-631
- 12.46%
$40.45 - $45.49 $25.5K - $28.7K
4.44K $201K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.69K
- 8.14%
$83.76 - $91.82 $392K - $430K
52.9K $4.83M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-170
- 7.17%
$89.91 - $101.33 $15.3K - $17.2K
2.2K $215K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.72K
- 5.13%
$31.18 - $33.5 $53.5K - $57.5K
31.8K $1.06M
Kenvue Inc Com
-48.2K
- 3.14%
N/A
1.49M $0
Veralto Corp Com Shs
-2.96K
- 5.39%
N/A
52K $0
Ge Vernova Inc Com
-149
- 5.7%
N/A
2.47K $0
Vert Global Sustainable Real Estate ETF
-8.25K
- 27.89%
N/A
21.3K $0
ABC
Amerisourcebergen Corp

Healthcare
-1
- 0.09%
N/A
1.06K $196K
Brookfield Infrastructure Corp Com Sb Vtg Shs A
-1.65K
- 14.99%
N/A
9.35K $0
VFH
Vanguard Financial ETF

ETFs
-455
- 9.28%
$99.27 - $111.21 $45.2K - $50.6K
4.45K $489K
WSO
Watsco Inc

Industrials
-31
- 5.49%
$448.73 - $519.89 $13.9K - $16.1K
534 $262K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-309
- 1.35%
$81.31 - $83.29 $25.1K - $25.7K
22.6K $1.88M
CDXC
Chroma Dex Corp.

Healthcare
-154
- 1.28%
$2.51 - $3.8 $387 - $585
11.9K $43K
VEEV
Veeva Systems Inc

Healthcare
-189
- 9.8%
$180.43 - $223.9 $34.1K - $42.3K
1.74K $364K
PAYC
Paycom Software, Inc.

Technology
-335
- 11.46%
$140.16 - $173.86 $47K - $58.2K
2.59K $431K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-54
- 0.85%
$116.79 - $133.54 $6.31K - $7.21K
6.3K $831K
MO
Altria Group, Inc.

Consumer Defensive
-1.81K
- 8.51%
$45.95 - $54.71 $82.9K - $98.8K
19.4K $990K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-13
- 1.14%
$386.81 - $423.12 $5.03K - $5.5K
1.13K $478K
ADI
Analog Devices Inc

Technology
-126
- 0.39%
$200.56 - $243.33 $25.3K - $30.7K
32.2K $7.4M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-43
- 2.27%
$178.41 - $210.18 $7.67K - $9.04K
1.85K $367K
VGT
Vanguard Information Technolog

ETFs
-5
- 0.14%
$514.43 - $606.85 $2.57K - $3.03K
3.59K $2.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-160
- 1.74%
$175.46 - $203.3 $28.1K - $32.5K
9.02K $1.83M
USB
Us Bancorp \De\

Financial Services
-12
- 0.18%
$39.04 - $47.23 $468 - $567
6.7K $306K
AWK
American Water Works Company, Inc.

Utilities
-262
- 5.45%
$127.76 - $149.9 $33.5K - $39.3K
4.54K $664K
XLU
Utilities Sector Spdr

ETFs
-100
- 2.34%
$67.67 - $80.78 $6.77K - $8.08K
4.17K $336K
AFL
Aflac Inc

Financial Services
-17
- 0.64%
$88.52 - $111.8 $1.5K - $1.9K
2.64K $295K
IBB
Ishares Biotechnology ETF

ETFs
-615
- 3.44%
$135.09 - $149.47 $83.1K - $91.9K
17.3K $2.52M
DUK
Duke Energy Corp

Utilities
-146
- 2.78%
$99.35 - $117.71 $14.5K - $17.2K
5.1K $587K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-14
- 0.41%
$256.4 - $289.78 $3.59K - $4.06K
3.39K $963K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-7.06K
- 2.91%
$24.86 - $26.33 $176K - $186K
236K $6.16M
CSL
Carlisle Companies Inc

Industrials
-1
- 0.06%
$376.5 - $449.34 $377 - $449
1.71K $767K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-587
- 1.46%
$61.47 - $67.36 $36.1K - $39.5K
39.5K $2.66M
DLR
Digital Realty Trust, Inc.

Real Estate
-36
- 0.3%
$144.47 - $162.98 $5.2K - $5.87K
12K $1.94M
MMM
3 M CO

Industrials
-907
- 13.17%
$99.69 - $139.42 $90.4K - $126K
5.98K $816K
XLY
Select Sector Spdr Consumer Di

ETFs
-27
- 0.41%
$170.05 - $200.86 $4.59K - $5.42K
6.63K $1.33M
Activity Summary
Buys All Purchases 268 New Holdings 32 Increased Positions 236 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email