Crestwood Advisors Group LLC Purchases in Q3 2025

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.67K
+ 0.13%
$22.64 - $23.22 $106K - $108K
3.46M $80.1M
IWM
Ishares Russell 2000 ETF

ETFs
333
+ 1.92%
$214.92 - $244.84 $71.6K - $81.5K
17.7K $4.28M
CBRE
Cbre Group, Inc.

Real Estate
570
+ 2.26%
$137.04 - $165.9 $78.1K - $94.6K
25.8K $4.07M
TSCO
Tractor Supply CO

Consumer Cyclical
8.7K
New
$54.08 - $62.65 $470K - $545K
8.7K $494K
LOW
Lowes Companies Inc

Consumer Cyclical
885
+ 9.66%
$215.01 - $273.02 $190K - $242K
10K $2.53M
GLD
Spdr Gold Trust

ETFs
470
+ 7.53%
$300.96 - $355.47 $141K - $167K
6.72K $2.39M
VO
Vanguard Mid Cap ETF

ETFs
128
+ 0.41%
$279.83 - $293.74 $35.8K - $37.6K
31.2K $9.16M
HPE
Hewlett Packard Enterprise CO

Technology
18.8K
New
$19.81 - $25.24 $373K - $475K
18.8K $462K
VGT
Vanguard Information Technolog

ETFs
178
+ 4.8%
$656.44 - $753.15 $117K - $134K
3.89K $2.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
451
+ 3.42%
$276.51 - $305.12 $125K - $138K
13.6K $4.06M
UNH
Unitedhealth Group Inc

Healthcare
708
+ 16.02%
$237.77 - $353.61 $168K - $250K
5.13K $1.77M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.23K
+ 0.64%
$23.82 - $25.84 $29.4K - $31.9K
193K $4.95M
ARCC
Ares Capital Corp

Financial Services
36.4K
+ 15.79%
$20.41 - $23.25 $742K - $845K
267K $5.44M
ETN
Eaton Corp PLC

Industrials
327
+ 2.16%
$342.99 - $392.76 $112K - $128K
15.5K $5.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
95
+ 1.41%
$224.68 - $282.71 $21.3K - $26.9K
6.84K $1.91M
MS
Morgan Stanley

Financial Services
529
+ 3.27%
$139.09 - $161.16 $73.6K - $85.3K
16.7K $2.65M
A
Agilent Technologies, Inc.

Healthcare
2.93K
New
$112.04 - $128.75 $328K - $377K
2.93K $375K
SNPS
Synopsys Inc

Technology
776
+ 138.32%
$387.78 - $645.35 $301K - $501K
1.34K $659K
INTC
Intel Corp

Technology
5.02K
+ 27.54%
$19.31 - $35.5 $97K - $178K
23.3K $780K
GD
General Dynamics Corp

Industrials
459
+ 10.92%
$293.92 - $341.0 $135K - $157K
4.66K $1.59M
DUK
Duke Energy Corp

Utilities
2.62K
+ 40.93%
$116.31 - $125.93 $305K - $330K
9.03K $1.12M
PANW
Palo Alto Networks Inc

Technology
2.16K
+ 2.84%
$167.06 - $208.19 $361K - $449K
78.1K $15.9M
TER
Teradyne, Inc

Technology
2.61K
New
$90.15 - $137.64 $235K - $360K
2.61K $359K
WDC
Western Digital Corp

Technology
2.97K
New
$63.84 - $120.06 $189K - $356K
2.97K $356K
NEM
Newmont Corp

Basic Materials
4.21K
New
$57.35 - $85.25 $241K - $358K
4.21K $354K
ADI
Analog Devices Inc

Technology
112
+ 0.27%
$220.68 - $255.63 $24.7K - $28.6K
41K $10.1M
T
At&T Inc.

Communication Services
12.7K
+ 42.29%
$26.94 - $29.62 $342K - $377K
42.8K $1.21M
HPQ
Hp Inc

Technology
12.3K
New
$24.45 - $29.35 $301K - $361K
12.3K $334K
RUN
Sunrun Inc.

Technology
644
+ 1.87%
$8.99 - $18.18 $5.79K - $11.7K
35.2K $607K
AXP
American Express CO

Financial Services
685
+ 9.34%
$294.27 - $342.31 $202K - $234K
8.02K $2.66M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.88K
+ 7.36%
$47.76 - $48.46 $281K - $285K
85.8K $4.14M
CMI
Cummins Inc

Industrials
208
+ 8.92%
$327.85 - $426.39 $68.2K - $88.7K
2.54K $1.07M
PG
Procter & Gamble CO

Consumer Defensive
7.76K
+ 4.96%
$150.47 - $161.22 $1.17M - $1.25M
164K $25.2M
EQIX
Equinix Inc

Real Estate
383
New
$756.7 - $811.13 $290K - $311K
383 $299K
UBER
Uber Technologies, Inc

Technology
2.64K
+ 31.6%
$86.91 - $99.57 $229K - $263K
11K $1.08M
WFC
Wells Fargo & Company

Financial Services
626
+ 0.99%
$77.05 - $85.16 $48.2K - $53.3K
64.2K $5.38M
GM
General Motors CO

Consumer Cyclical
4.68K
New
$48.89 - $61.24 $229K - $287K
4.68K $285K
AXON
Axon Enterprise, Inc.

Industrials
391
New
$698.02 - $870.97 $273K - $341K
391 $280K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.34K
+ 2.47%
$52.39 - $53.11 $227K - $230K
180K $9.55M
APP
App Lovin Corp

Technology
380
New
$335.1 - $718.54 $127K - $273K
380 $273K
CMF
Ishares California Muni Bond E

ETFs
4.53K
+ 43.22%
$55.16 - $57.13 $250K - $259K
15K $856K
SWKS
Skyworks Solutions, Inc.

Technology
3.48K
New
$67.52 - $82.97 $235K - $289K
3.48K $268K
BDX
Becton Dickinson & CO

Healthcare
1.39K
New
$172.41 - $199.66 $240K - $278K
1.39K $260K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
801
New
$301.44 - $365.84 $241K - $293K
801 $259K
BK
Bank Of New York Mellon Corp

Financial Services
2.37K
New
$90.65 - $109.75 $215K - $260K
2.37K $258K
MDT
Medtronic PLC

Healthcare
2.14K
+ 32.13%
$87.67 - $95.74 $188K - $205K
8.8K $838K
BIIB
Biogen Inc.

Healthcare
1.82K
New
$122.68 - $148.84 $223K - $271K
1.82K $255K
VTV
Vanguard Value ETF

ETFs
627
+ 4.51%
$175.51 - $186.57 $110K - $117K
14.5K $2.71M
MSI
Motorola Solutions, Inc.

Technology
159
+ 3.27%
$408.73 - $490.3 $65K - $78K
5.02K $2.3M
Activity Summary
Buys All Purchases 323 New Holdings 55 Increased Positions 268 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 1
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