Crestwood Advisors Group LLC Purchases in Q4 2024

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
3.85K
+ 64.34%
$124.74 - $137.12 $480K - $527K
9.82K $1.27M
UNP
Union Pacific Corp

Industrials
2.16K
+ 41.28%
$223.15 - $249.32 $482K - $538K
7.39K $1.68M
XLK
Technology Sector Spdr

ETFs
1.29K
+ 9.17%
$220.26 - $241.44 $283K - $310K
15.3K $3.56M
PG
Procter & Gamble CO

Consumer Defensive
7.3K
+ 4.78%
$161.05 - $179.7 $1.18M - $1.31M
160K $26.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.52K
+ 46.18%
$172.07 - $207.36 $261K - $315K
4.81K $949K
PJT
Pjt Partners Inc.

Financial Services
20
+ 0.14%
$132.4 - $167.36 $2.65K - $3.35K
14.2K $2.25M
MS
Morgan Stanley

Financial Services
679
+ 5.59%
$104.42 - $134.99 $70.9K - $91.7K
12.8K $1.61M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.08K
New
$46.48 - $51.32 $329K - $363K
7.08K $340K
VGT
Vanguard Information Technolog

ETFs
344
+ 9.59%
$571.78 - $647.97 $197K - $223K
3.93K $2.44M
IWV
Ishares Russell 3000 ETF

ETFs
42
+ 0.1%
$323.08 - $349.08 $13.6K - $14.7K
43.4K $14.5M
GLD
Spdr Gold Trust

ETFs
1.39K
+ 27.74%
$236.59 - $257.5 $328K - $357K
6.38K $1.55M
FIS
Fidelity National Information Services, Inc.

Technology
4.02K
New
$80.14 - $90.95 $322K - $366K
4.02K $324K
LII
Lennox International Inc

Industrials
528
New
$589.36 - $678.43 $311K - $358K
528 $321K
GILD
Gilead Sciences, Inc.

Healthcare
2.32K
+ 19.06%
$83.95 - $97.9 $195K - $227K
14.5K $1.34M
XLI
Industrial Sector Spdr

ETFs
2.63K
+ 29.19%
$131.76 - $143.99 $346K - $379K
11.6K $1.53M
MLPX
Global X Mlp & Energy Infrastr

ETFs
5K
New
$54.89 - $64.32 $274K - $322K
5K $302K
IEMG
Ishares Inc

ETFs
5.59K
+ 3.64%
N/A
159K $8.53M
DGRO
Ishares Core Dividend Growth E

ETFs
4.86K
New
$60.73 - $64.94 $295K - $316K
4.86K $298K
AXP
American Express CO

Financial Services
496
+ 8.75%
$267.35 - $305.57 $133K - $152K
6.17K $1.83M
VB
Vanguard Small Cap ETF

ETFs
807
+ 2.49%
$233.76 - $261.58 $189K - $211K
33.2K $7.97M
TRV
Travelers Companies, Inc.

Financial Services
1.1K
+ 79.35%
$225.97 - $266.66 $248K - $293K
2.48K $598K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.68K
New
$74.5 - $78.37 $274K - $288K
3.68K $274K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.65K
New
$58.88 - $64.8 $274K - $301K
4.65K $274K
BNDX
Vanguard Total International B

ETFs
5.36K
New
$48.91 - $50.61 $262K - $271K
5.36K $262K
HDB
Hdfc Bank LTD

Financial Services
4.05K
New
$59.45 - $68.01 $240K - $275K
4.05K $258K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.1K
+ 389.71%
$18.41 - $40.87 $371K - $823K
25.3K $468K
SLB
Schlumberger Limited

Energy
6.62K
New
$36.83 - $45.59 $244K - $302K
6.62K $253K
INTU
Intuit Inc

Technology
380
+ 22.85%
$602.01 - $706.25 $229K - $268K
2.04K $1.28M
SRLN
Ssga Active Trust

ETFs
6.01K
New
$41.48 - $42.08 $249K - $253K
6.01K $250K
MCK
Mckesson Corp

Healthcare
437
New
$482.27 - $628.5 $211K - $275K
437 $249K
MNST
Monster Beverage Corp

Consumer Defensive
4.63K
New
$49.24 - $56.38 $228K - $261K
4.63K $243K
SUB
Ishares Short Term National Mu

ETFs
2.47K
+ 8.34%
$104.94 - $106.2 $259K - $262K
32K $3.38M
ALL
Allstate Corp

Financial Services
1.23K
New
$181.25 - $208.2 $223K - $256K
1.23K $237K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.39K
New
$99.2 - $108.47 $237K - $259K
2.39K $237K
SONY
Sony Group Corp

Technology
11.1K
New
$17.53 - $96.8 $194K - $1.07M
11.1K $233K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.51K
+ 55.55%
$71.75 - $75.11 $252K - $264K
9.83K $706K
DLR
Digital Realty Trust, Inc.

Real Estate
261
+ 2.18%
$156.46 - $195.69 $40.8K - $51.1K
12.2K $2.17M
FDX
Fedex Corp

Industrials
807
New
$260.5 - $305.15 $210K - $246K
807 $227K
CDNS
Cadence Design Systems Inc

Technology
756
New
$249.1 - $324.54 $188K - $245K
756 $227K
WDAY
Workday, Inc.

Technology
684
+ 19.62%
$233.85 - $279.91 $160K - $191K
4.17K $1.08M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
178
+ 12.75%
$260.53 - $404.79 $46.4K - $72.1K
1.57K $601K
SAP
Sap Se

Technology
782
+ 58.1%
$218.13 - $255.54 $171K - $200K
2.13K $523K
VPN
Global X Fds Data Ctr Reits &

ETFs
13.5K
New
N/A
13.5K $215K
WRB
Berkley W R Corp

Financial Services
3.57K
New
$56.48 - $64.94 $202K - $232K
3.57K $209K
VRSK
Verisk Analytics, Inc.

Industrials
759
New
$262.86 - $294.75 $200K - $224K
759 $209K
VST
Vistra Corp.

Utilities
1.51K
New
$115.74 - $166.61 $175K - $252K
1.51K $208K
DTE
Dte Energy CO

Utilities
1.71K
New
$117.04 - $129.77 $200K - $222K
1.71K $206K
BR
Broadridge Financial Solutions, Inc.

Technology
910
New
$209.64 - $236.44 $191K - $215K
910 $205K
FFIV
F5, Inc.

Technology
819
New
$213.56 - $263.36 $175K - $216K
819 $205K
Activity Summary
Buys All Purchases 285 New Holdings 38 Increased Positions 247 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 2 Puts 0
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