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
RSP
Invesco S&P 500 Equal Weight E

ETFs
-193
- 9.45%
$169.43 - $182.84 $32.7K - $35.3K
1.85K $320K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-150
- 4.67%
$96.85 - $111.39 $14.5K - $16.7K
3.07K $302K
GIS
General Mills Inc

Consumer Defensive
-226
- 3.9%
$57.56 - $65.3 $13K - $14.8K
5.57K $333K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-800
- 15.36%
$75.32 - $84.77 $60.3K - $67.8K
4.41K $360K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-831
- 6.54%
$47.59 - $48.35 $39.5K - $40.2K
11.9K $574K
IWN
Ishares Russell2000 Val ETF

ETFs
-39
- 1.9%
$149.27 - $169.4 $5.82K - $6.61K
2.02K $304K
LII
Lennox International Inc

Industrials
-13
- 2.46%
$553.05 - $666.93 $7.19K - $8.67K
515 $288K
EEM
Ishares Msci Emerging Markets

ETFs
-1.54K
- 8.13%
$40.81 - $45.34 $63K - $70K
17.4K $762K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-270
- 2.01%
$32.42 - $36.13 $8.75K - $9.76K
13.1K $433K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-33
- 2.92%
$408.78 - $448.82 $13.5K - $14.8K
1.1K $461K
ABC
Amerisourcebergen Corp

Healthcare
-99
- 7.88%
N/A
1.16K $214K
NSC
Norfolk Southern Corp

Industrials
-118
- 2.65%
$227.69 - $259.76 $26.9K - $30.7K
4.33K $1.03M
BA
Boeing CO

Industrials
-13
- 0.53%
$148.15 - $186.25 $1.93K - $2.42K
2.43K $414K
NYF
Ishares New York Muni Bond ETF

ETFs
-200
- 2.65%
$52.33 - $53.92 $10.5K - $10.8K
7.33K $386K
MET
Metlife Inc

Financial Services
-26
- 0.45%
$77.7 - $87.0 $2.02K - $2.26K
5.7K $457K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-47
- 0.21%
$90.0 - $96.32 $4.23K - $4.53K
21.9K $2.02M
WIT
Wipro LTD

Technology
-1.49K
- 9.62%
$3.0 - $3.77 $4.46K - $5.61K
14K $42K
ROLL
Rbc Bearings Inc

Industrials
-43
- 6.0%
N/A
674 $165K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-712
- 3.63%
$42.5 - $46.71 $30.3K - $33.3K
18.9K $855K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-95
- 3.97%
$97.38 - $104.52 $9.25K - $9.93K
2.3K $234K
STLD
Steel Dynamics Inc

Basic Materials
-26
- 0.61%
N/A
4.24K $415K
VEA
Vanguard Ftse Developed Market

ETFs
-1.72K
- 6.06%
$47.4 - $52.99 $81.4K - $91K
26.6K $1.35M
VGIT
Vanguard Intermediate Term Tre

ETFs
-264
- 2.63%
$57.44 - $59.4 $15.2K - $15.7K
9.76K $579K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1
- 0.03%
$94.86 - $97.12 $94.9 - $97.1
3.94K $375K
IWD
Ishares Russell 1000 Val ETF

ETFs
-54
- 1.71%
$182.82 - $196.21 $9.87K - $10.6K
3.11K $584K
Vert Global Sustainable Real Estate ETF
-1.26K
- 7.05%
N/A
16.6K $0
Lazard Inc Com
-3.81K
- 2.06%
N/A
181K $0
Kenvue Inc Com
-25.5K
- 1.72%
N/A
1.46M $0
VFH
Vanguard Financial ETF

ETFs
-50
- 1.14%
$114.07 - $127.34 $5.7K - $6.37K
4.35K $519K
Arista Networks Inc Com Shs
-75
- 1.4%
N/A
5.28K $0
Amentum Holdings Inc Com
-13K
- 13.86%
N/A
80.6K $0
Brookfield Infrastructure Corp Com Sub Vtg A
-589
- 6.3%
N/A
8.77K $0
Jacobs Solutions Inc Com
-1.5K
- 1.84%
N/A
80K $0
Veralto Corp Com Shs
-13.4K
- 25.98%
N/A
38K $0
AFL
Aflac Inc

Financial Services
-180
- 6.7%
$100.99 - $111.19 $18.2K - $20K
2.51K $278K
SLB
Schlumberger Limited

Energy
-523
- 7.9%
$38.4 - $43.74 $20.1K - $22.9K
6.1K $254K
THC
Tenet Healthcare Corp

Healthcare
-134
- 5.04%
$119.51 - $144.98 $16K - $19.4K
2.52K $339K
VHT
Vanguard Health Care ETF

ETFs
-46
- 2.69%
$254.06 - $273.83 $11.7K - $12.6K
1.66K $440K
WY
Weyerhaeuser CO

Real Estate
-3.79K
- 3.6%
$27.29 - $31.39 $104K - $119K
101K $2.97M
BR
Broadridge Financial Solutions, Inc.

Technology
-17
- 1.87%
$221.46 - $244.83 $3.76K - $4.16K
893 $216K
IEF
Ishares Barclays

ETFs
-28
- 0.51%
$91.17 - $95.39 $2.55K - $2.67K
5.43K $517K
TDY
Teledyne Technologies Inc

Technology
-14
- 2.35%
$455.51 - $518.84 $6.38K - $7.26K
583 $290K
COP
Conocophillips

Energy
-199
- 2.56%
$88.6 - $105.85 $17.6K - $21.1K
7.58K $795K
DTE
Dte Energy CO

Utilities
-30
- 1.75%
$117.6 - $138.27 $3.53K - $4.15K
1.68K $232K
ES
Eversource Energy

Utilities
-71
- 1.02%
$55.63 - $63.8 $3.95K - $4.53K
6.9K $428K
CMS
Cms Energy Corp

Utilities
-114
- 2.09%
$64.99 - $75.11 $7.41K - $8.56K
5.34K $400K
CI
Cigna Corp

Healthcare
-150
- 8.97%
$274.49 - $329.0 $41.2K - $49.4K
1.52K $500K
WRB
Berkley W R Corp

Financial Services
-11
- 0.31%
$56.7 - $71.27 $624 - $784
3.56K $253K
VTV
Vanguard Value ETF

ETFs
-21
- 0.15%
$167.73 - $179.21 $3.52K - $3.76K
13.9K $2.39M
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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