Crestwood Advisors Group LLC Options Holdings

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NVDA
Nvidia Corp

Technology
PUT
$8.77 Million
47K
Q3 2025
New holding
AVGO
Broadcom Inc.

Technology
PUT
$1.48 Million
4.5K
Q1 2025
New holding
NFE
New Fortress Energy Inc.

Utilities
CALL
$243,000
110K
Q1 2025
Added 1.85%

Summary

  • Portfolio
  • No. of Stocks 679
  • Current Value $5.73 Billion
  • Prior Value $5.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 55 stocks
  • Additional Purchases 268 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 211 stocks
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