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
MPWR
Monolithic Power Systems Inc

Technology
-3
- 0.78%
$455.19 - $737.73 $1.37K - $2.21K
384 $280K
ANSS
Ansys Inc

Technology
-17
- 0.93%
$284.19 - $351.22 $4.83K - $5.97K
1.81K $636K
SAP
Sap Se

Technology
-18
- 1.02%
$237.53 - $309.8 $4.28K - $5.58K
1.75K $533K
ON
On Semiconductor Corp

Technology
-307
- 4.4%
$31.95 - $54.21 $9.81K - $16.6K
6.67K $349K
ASML
Asml Holding Nv

Technology
-36
- 5.3%
$595.37 - $815.24 $21.4K - $29.3K
643 $515K
AN
Autonation, Inc.

Consumer Cyclical
-9
- 0.45%
$155.71 - $201.03 $1.4K - $1.81K
2.01K $399K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-105
- 0.56%
$39.89 - $49.46 $4.19K - $5.19K
18.8K $930K
RUN
Sunrun Inc.

Technology
-535
- 1.53%
$5.67 - $12.85 $3.03K - $6.87K
34.5K $282K
STE
Steris PLC

Healthcare
-11
- 0.18%
$208.55 - $252.55 $2.29K - $2.78K
6.18K $1.48M
MKL
Markel Corp

Financial Services
-2
- 0.3%
$1678.5 - $1997.36 $3.36K - $3.99K
669 $1.34M
LHX
L3 Harris Technologies, Inc.

Industrials
-21
- 0.92%
$200.21 - $256.99 $4.2K - $5.4K
2.25K $564K
UBER
Uber Technologies, Inc

Technology
-1.07K
- 11.39%
$64.62 - $93.3 $69.3K - $100K
8.35K $778K
NKE
Nike, Inc.

Consumer Cyclical
-1.53K
- 5.77%
$53.27 - $72.04 $81.6K - $110K
25K $1.78M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-904
- 3.47%
$108.87 - $133.04 $98.4K - $120K
25.2K $3.35M
IAT
Ishares Tr

ETFs
-1.03K
- 1.95%
$39.71 - $49.55 $40.7K - $50.8K
51.5K $2.55M
XLI
Industrial Sector Spdr

ETFs
-561
- 4.92%
$116.42 - $147.52 $65.3K - $82.8K
10.8K $1.6M
RJF
Raymond James Financial Inc

Financial Services
-89
- 1.06%
$123.65 - $153.88 $11K - $13.7K
8.29K $1.27M
MU
Micron Technology Inc

Technology
-212
- 5.56%
$64.72 - $127.91 $13.7K - $27.1K
3.6K $444K
ECL
Ecolab Inc.

Basic Materials
-581
- 3.37%
$225.65 - $270.95 $131K - $157K
16.7K $4.49M
XLY
Select Sector Spdr Consumer Di

ETFs
-31
- 0.48%
$176.34 - $218.59 $5.47K - $6.78K
6.43K $1.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-315
- 4.42%
$224.16 - $285.86 $70.6K - $90K
6.81K $1.95M
ABT
Abbott Laboratories

Healthcare
-1.3K
- 1.42%
$123.95 - $138.08 $162K - $180K
90.5K $12.3M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-832
- 4.02%
$101.97 - $126.75 $84.8K - $105K
19.8K $2.52M
HQY
Healthequity, Inc.

Healthcare
-658
- 5.16%
$76.77 - $113.06 $50.5K - $74.4K
12.1K $1.27M
CARR
Carrier Global Corp

Industrials
-271
- 1.6%
$55.55 - $75.83 $15.1K - $20.5K
16.7K $1.22M
C
Citigroup Inc

Financial Services
-38
- 0.35%
$58.13 - $85.12 $2.21K - $3.23K
10.8K $917K
PLMR
Palomar Holdings, Inc.

Financial Services
-932
- 5.38%
$129.99 - $175.67 $121K - $164K
16.4K $2.53M
VEA
Vanguard Ftse Developed Market

ETFs
-15
- 0.06%
$45.65 - $57.01 $685 - $855
26.6K $1.52M
MRVL
Marvell Technology, Inc.

Technology
-2.51K
- 10.76%
$49.38 - $79.97 $124K - $201K
20.8K $1.61M
CBRE
Cbre Group, Inc.

Real Estate
-303
- 1.19%
$113.94 - $140.12 $34.5K - $42.5K
25.2K $3.54M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-156
- 1.89%
$272.36 - $339.57 $42.5K - $53K
8.11K $2.75M
IVW
Ishares S&P 500 Growth ETF

ETFs
-810
- 4.44%
$82.96 - $110.1 $67.2K - $89.2K
17.4K $1.92M
BPMC
Blueprint Medicines Corp

Healthcare
-473
- 6.2%
$79.22 - $128.4 $37.5K - $60.7K
7.16K $917K
CYBR
Cyber Ark Software Ltd.

Technology
-161
- 3.48%
$305.98 - $406.88 $49.3K - $65.5K
4.46K $1.81M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-193
- 2.14%
$180.84 - $240.32 $34.9K - $46.4K
8.84K $2.12M
VBK
Vanguard Small Cap Growth ETF

ETFs
-111
- 0.84%
$219.76 - $276.94 $24.4K - $30.7K
13.2K $3.65M
ROBO
Robo Global Robotics And Autom

ETFs
-2.71K
- 4.4%
$43.89 - $59.78 $119K - $162K
59K $3.53M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-147
- 0.34%
$68.63 - $85.78 $10.1K - $12.6K
42.9K $3.68M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.86K
- 0.78%
$119.13 - $135.03 $460K - $522K
494K $61M
PJT
Pjt Partners Inc.

Financial Services
-96
- 0.67%
$125.44 - $166.41 $12K - $16K
14.2K $2.35M
VOT
Vanguard Mid Cap Growth Index

ETFs
-244
- 2.09%
$216.28 - $284.39 $52.8K - $69.4K
11.5K $3.26M
BSX
Boston Scientific Corp

Healthcare
-975
- 1.2%
$89.7 - $107.41 $87.5K - $105K
80.4K $8.64M
VGT
Vanguard Information Technolog

ETFs
-30
- 0.8%
$470.37 - $663.28 $14.1K - $19.9K
3.71K $2.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-83
- 0.04%
$19.1 - $23.83 $1.59K - $1.98K
191K $4.56M
WFC
Wells Fargo & Company

Financial Services
-484
- 0.76%
$60.98 - $80.12 $29.5K - $38.8K
63.5K $5.09M
VTI
Vanguard Total Stock Market Et

ETFs
-108
- 0.59%
$243.75 - $303.93 $26.3K - $32.8K
18.2K $5.52M
ATI
Allegheny Technologies Inc

Industrials
-999
- 5.53%
$41.97 - $86.8 $41.9K - $86.7K
17.1K $1.47M
WMB
Williams Companies, Inc.

Energy
-1.95K
- 0.88%
$54.33 - $62.87 $106K - $123K
219K $13.8M
VO
Vanguard Mid Cap ETF

ETFs
-210
- 0.67%
$228.54 - $279.83 $48K - $58.8K
31K $8.69M
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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