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
XLP
Consumer Staples Sector Spdr

ETFs
936
+ 10.03%
N/A
10.3K $780K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
150
+ 2.38%
$129.96 - $144.97 $19.5K - $21.7K
6.45K $898K
SHEL
Shell PLC

Energy
1.56K
+ 15.86%
$60.63 - $70.23 $94.3K - $109K
11.4K $712K
MSI
Motorola Solutions, Inc.

Technology
21
+ 0.49%
$449.08 - $504.6 $9.43K - $10.6K
4.3K $1.99M
CMS
Cms Energy Corp

Utilities
1.11K
+ 25.42%
$65.76 - $71.94 $72.7K - $79.5K
5.45K $363K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.5K
+ 33.53%
$75.95 - $88.05 $114K - $132K
5.98K $456K
TDY
Teledyne Technologies Inc

Technology
94
+ 18.69%
$436.59 - $489.24 $41K - $46K
597 $277K
ITW
Illinois Tool Works Inc

Industrials
345
+ 9.42%
$253.56 - $278.5 $87.5K - $96.1K
4.01K $1.02M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.23K
+ 5.84%
$32.65 - $33.68 $105K - $109K
58.6K $1.92M
WIT
Wipro LTD

Technology
15.5K
New
$3.54 - $7.24 $54.7K - $112K
15.5K $54K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
30
+ 5.76%
$1146.59 - $1270.6 $34.4K - $38.1K
551 $653K
TXN
Texas Instruments Inc

Technology
242
+ 0.62%
N/A
39.1K $7.61M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
41
+ 0.45%
$201.32 - $217.44 $8.25K - $8.92K
9.06K $1.87M
VBR
Vanguard Small Cap Value ETF

ETFs
259
+ 8.91%
$197.36 - $217.3 $51.1K - $56.3K
3.17K $627K
PM
Philip Morris International Inc.

Consumer Defensive
503
+ 2.76%
$118.38 - $133.06 $59.5K - $66.9K
18.7K $2.25M
FAST
Fastenal CO

Industrials
540
+ 8.9%
$69.99 - $84.35 $37.8K - $45.5K
6.61K $475K
IBRX
Immunity Bio, Inc.

Healthcare
16.2K
New
$2.56 - $6.17 $41.5K - $100K
16.2K $41K
MSCI
Msci Inc.

Financial Services
50
+ 11.31%
$569.09 - $635.99 $28.5K - $31.8K
492 $295K
MTB
M&T Bank Corp

Financial Services
32
+ 1.03%
$172.48 - $221.95 $5.52K - $7.1K
3.14K $589K
WSO
Watsco Inc

Industrials
99
+ 18.54%
$466.57 - $568.78 $46.2K - $56.3K
633 $299K
ABC
Amerisourcebergen Corp

Healthcare
194
+ 18.27%
N/A
1.26K $232K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
181
+ 1.67%
$118.0 - $127.04 $21.4K - $23K
11K $1.34M
SRE
Sempra Energy

Utilities
179
+ 3.79%
$80.81 - $94.77 $14.5K - $17K
4.9K $429K
WAT
Waters Corp

Healthcare
61
+ 6.32%
$323.11 - $392.01 $19.7K - $23.9K
1.03K $380K
IVE
Ishares S&P 500 Value ETF

ETFs
479
+ 4.98%
$189.5 - $206.17 $90.8K - $98.8K
10.1K $1.93M
TER
Teradyne, Inc

Technology
353
+ 21.1%
$102.58 - $133.62 $36.2K - $47.2K
2.03K $255K
MCO
Moodys Corp

Financial Services
67
+ 15.19%
$454.04 - $500.88 $30.4K - $33.6K
508 $240K
DOW
Dow Inc.

Basic Materials
2.24K
+ 53.11%
$39.1 - $55.34 $87.7K - $124K
6.47K $259K
BOH
Bank Of Hawaii Corp

Financial Services
9
+ 0.27%
$61.29 - $80.51 $552 - $725
3.31K $235K
NDAQ
Nasdaq, Inc.

Financial Services
152
+ 4.14%
$70.87 - $83.05 $10.8K - $12.6K
3.82K $295K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.13K
+ 12.18%
$44.04 - $49.49 $93.8K - $105K
19.6K $864K
DELL
Dell Technologies Inc.

Technology
281
+ 10.52%
$111.96 - $144.21 $31.5K - $40.5K
2.95K $340K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
212
+ 7.06%
$104.52 - $115.08 $22.2K - $24.4K
3.22K $339K
BOTZ
Global X Fds

ETFs
1.18K
+ 1.42%
$31.11 - $34.18 $36.8K - $40.4K
84.7K $2.71M
PCAR
Paccar Inc

Industrials
33
+ 1.12%
$97.92 - $118.41 $3.23K - $3.91K
2.98K $310K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
427
+ 1.08%
$65.67 - $69.79 $28K - $29.8K
39.9K $2.68M
CM
Canadian Imperial Bank Of Commerce

Financial Services
75
+ 1.08%
$59.58 - $67.31 $4.47K - $5.05K
7.01K $443K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
26
+ 0.75%
$174.04 - $205.27 $4.53K - $5.34K
3.49K $629K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.2K
+ 6.32%
$8.24 - $11.07 $9.88K - $13.3K
20.2K $188K
PLD
Prologis, Inc.

Real Estate
502
+ 28.93%
$101.4 - $126.96 $50.9K - $63.7K
2.24K $236K
PCG
Pg&E Corp

Utilities
469
+ 2.76%
$19.2 - $21.63 $9K - $10.1K
17.5K $352K
STLD
Steel Dynamics Inc

Basic Materials
156
+ 3.8%
N/A
4.26K $418K
ABNB
Airbnb, Inc.

Consumer Cyclical
32
+ 1.53%
$125.36 - $147.37 $4.01K - $4.72K
2.13K $279K
MU
Micron Technology Inc

Technology
684
+ 29.96%
$84.16 - $113.41 $57.6K - $77.6K
2.97K $249K
ASML
Asml Holding Nv

Technology
136
+ 23.01%
$658.43 - $872.27 $89.5K - $119K
727 $503K
VV
Vanguard Large Cap ETF

ETFs
12
+ 1.04%
$260.27 - $280.65 $3.12K - $3.37K
1.16K $313K
CMA
Comerica Inc

Financial Services
16
+ 0.4%
$57.88 - $72.73 $926 - $1.16K
4.03K $249K
IWM
Ishares Russell 2000 ETF

ETFs
30
+ 0.19%
$216.13 - $242.4 $6.48K - $7.27K
15.6K $3.44M
ZI
Zoom Info Technologies Inc.

Technology
229
+ 2.05%
$9.44 - $13.08 $2.16K - $3K
11.4K $119K
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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