Crestwood Advisors Group LLC Options Holdings

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NFE
New Fortress Energy Inc.

Utilities
CALL
$914,000
110K
Q1 2025
Added 1.85%
BA
Boeing CO

Industrials
CALL
$682,000
4K
Q1 2025
Added 33.33%
AVGO
Broadcom Inc.

Technology
PUT
$753,000
4.5K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 606
  • Current Value $5.07 Billion
  • Prior Value $5.16 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 56 stocks
  • Additional Purchases 242 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 169 stocks
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