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
SLB
Schlumberger Limited

Energy
7.32K
New
$32.37 - $37.31 $237K - $273K
7.32K $251K
XEL
Xcel Energy Inc

Utilities
3.1K
New
$67.56 - $80.65 $209K - $250K
3.1K $249K
PH
Parker Hannifin Corp

Industrials
140
+ 5.91%
$697.13 - $769.67 $97.6K - $108K
2.51K $1.9M
STX
Seagate Technology Holdings PLC

Technology
1.03K
New
$142.01 - $236.06 $147K - $244K
1.03K $243K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
313
+ 0.52%
$41.34 - $45.65 $12.9K - $14.3K
60.5K $2.73M
ACIW
Aci Worldwide, Inc.

Technology
4.48K
New
$40.74 - $52.9 $182K - $237K
4.48K $236K
MLM
Martin Marietta Materials Inc

Basic Materials
374
New
$546.36 - $631.12 $204K - $236K
374 $235K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.32K
New
$103.83 - $179.9 $137K - $237K
1.32K $235K
DAL
Delta Air Lines, Inc.

Industrials
4.09K
New
$49.0 - $61.97 $200K - $254K
4.09K $232K
NSC
Norfolk Southern Corp

Industrials
105
+ 2.33%
$259.49 - $300.41 $27.2K - $31.5K
4.61K $1.39M
ACGL
Arch Capital Group Ltd.

Financial Services
2.52K
New
$85.61 - $93.54 $216K - $236K
2.52K $228K
PSA
Public Storage

Real Estate
784
New
$271.94 - $298.09 $213K - $234K
784 $226K
L
Loews Corp

Financial Services
2.21K
New
$89.82 - $100.39 $198K - $222K
2.21K $221K
EME
Emcor Group, Inc.

Industrials
341
New
$530.88 - $655.83 $181K - $224K
341 $221K
SRE
Sempra Energy

Utilities
1.48K
+ 24.11%
$74.14 - $89.98 $110K - $133K
7.63K $686K
PSX
Phillips 66

Energy
1.61K
New
$118.37 - $139.46 $191K - $225K
1.61K $219K
PSTG
Pure Storage, Inc.

Technology
2.6K
New
$54.47 - $88.29 $141K - $229K
2.6K $217K
THG
Hanover Insurance Group, Inc.

Financial Services
1.2K
New
$162.08 - $182.1 $194K - $219K
1.2K $217K
CBOE
Cboe Global Markets, Inc.

Financial Services
884
New
$231.35 - $253.24 $205K - $224K
884 $216K
ASML
Asml Holding Nv

Technology
111
+ 17.26%
$689.63 - $968.09 $76.5K - $107K
754 $729K
MU
Micron Technology Inc

Technology
333
+ 9.24%
$104.88 - $168.89 $34.9K - $56.2K
3.94K $658K
SPMD
Spdr Portfolio

ETFs
1.18K
+ 2.28%
$54.43 - $58.29 $64.1K - $68.6K
52.8K $3.02M
GRMN
Garmin LTD

Technology
868
New
$211.13 - $246.22 $183K - $214K
868 $213K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.6K
New
$96.73 - $137.09 $155K - $220K
1.6K $212K
IWD
Ishares Russell 1000 Val ETF

ETFs
893
+ 28.27%
$192.76 - $203.86 $172K - $182K
4.05K $824K
PRI
Primerica, Inc.

Financial Services
757
New
$255.46 - $285.58 $193K - $216K
757 $210K
XAR
Spdr S&P Aerospace & Defense E

ETFs
890
New
$205.52 - $234.96 $183K - $209K
890 $209K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.07K
New
$163.62 - $210.2 $175K - $225K
1.07K $209K
APO
Apollo Global Management, Inc.

Financial Services
1.57K
New
$131.55 - $156.05 $207K - $245K
1.57K $209K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.79K
New
$39.37 - $44.24 $189K - $212K
4.79K $209K
FDG
American Centy ETF Tr Focused

ETFs
1.73K
New
$108.35 - $122.35 $187K - $211K
1.73K $208K
HAL
Halliburton CO

Energy
8.45K
New
$20.5 - $25.11 $173K - $212K
8.45K $207K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.9K
+ 36.99%
$92.26 - $97.51 $175K - $185K
7.03K $678K
FVD
First Tr Value Line Divid Inde

ETFs
4.43K
New
$44.73 - $46.86 $198K - $208K
4.43K $205K
MO
Altria Group, Inc.

Consumer Defensive
667
+ 3.07%
$57.75 - $67.68 $38.5K - $45.1K
22.4K $1.48M
STT
State Street Corp

Financial Services
153
+ 0.8%
$102.01 - $117.25 $15.6K - $17.9K
19.2K $2.23M
MMM
3 M CO

Industrials
1.13K
+ 12.24%
$144.41 - $160.2 $163K - $180K
10.3K $1.6M
WTW
Willis Towers Watson PLC

Financial Services
584
New
$301.83 - $345.45 $176K - $202K
584 $201K
SPG
Simon Property Group Inc

Real Estate
1.07K
New
$159.93 - $187.67 $171K - $201K
1.07K $200K
KR
Kroger CO

Consumer Defensive
2.97K
New
$64.52 - $74.35 $192K - $221K
2.97K $200K
LHX
L3 Harris Technologies, Inc.

Industrials
234
+ 10.4%
$252.18 - $305.41 $59K - $71.5K
2.48K $758K
PJT
Pjt Partners Inc.

Financial Services
55
+ 0.39%
$165.08 - $188.27 $9.08K - $10.4K
14.3K $2.54M
PFE
Pfizer Inc

Healthcare
348
+ 0.24%
$23.29 - $25.88 $8.1K - $9.01K
143K $3.65M
LEN
Lennar Corp

Consumer Cyclical
226
+ 2.24%
$107.73 - $142.4 $24.3K - $32.2K
10.3K $1.3M
VLO
Valero Energy Corp

Energy
403
+ 12.67%
$131.77 - $175.63 $53.1K - $70.8K
3.58K $610K
XLY
Select Sector Spdr Consumer Di

ETFs
155
+ 2.41%
$216.09 - $242.18 $33.5K - $37.5K
6.59K $1.58M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
564
+ 2.47%
$94.17 - $99.95 $53.1K - $56.4K
23.4K $2.34M
RWT
Redwood Trust Inc

Real Estate
30.7K
New
$5.46 - $6.37 $168K - $195K
30.7K $177K
SNA
Snap On Inc

Industrials
96
+ 2.52%
$313.01 - $346.53 $30K - $33.3K
3.91K $1.35M
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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