Crestwood Advisors Group LLC Incresed Positions in Q3 2025

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
101K
+ 77.84%
$620.67 - $670.08 $63M - $68M
232K $155M
NVDA
Nvidia Corp

Technology
189K
+ 32.95%
$153.3 - $186.58 $29M - $35.3M
763K $142M
PEP
Pepsico Inc

Consumer Defensive
125K
+ 179.49%
$133.81 - $152.16 $16.7M - $19M
195K $27.3M
ROP
Roper Technologies Inc

Industrials
39.6K
+ 44.28%
$495.03 - $573.0 $19.6M - $22.7M
129K $64.3M
VSLU
ETF Opportunities Tr Applied F
210K
+ 17.11%
$39.14 - $42.99 $8.22M - $9.03M
1.44M $61.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.48K
+ 4.7%
$404.94 - $499.99 $1.82M - $2.24M
99.8K $48.4M
JMEE
J P Morgan Exchange Traded Fd

ETFs
75.9K
+ 8.83%
$59.19 - $64.47 $4.49M - $4.9M
936K $59.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
102K
+ 1079.98%
$74.68 - $80.26 $7.63M - $8.2M
112K $8.95M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
34.7K
+ 2.13%
$42.26 - $47.16 $1.47M - $1.64M
1.67M $77.2M
IQV
Iqvia Holdings Inc.

Healthcare
19K
+ 16.89%
$157.68 - $200.82 $3M - $3.82M
132K $25M
AZN
Astrazeneca PLC

Healthcare
50.1K
+ 10.54%
$68.72 - $82.11 $3.44M - $4.11M
525K $40.3M
SUB
Ishares Short Term National Mu

ETFs
64.3K
+ 16.16%
$106.17 - $107.3 $6.82M - $6.9M
462K $49.3M
ABBV
Abb Vie Inc.

Healthcare
1.93K
+ 1.63%
$184.85 - $231.54 $356K - $446K
120K $27.8M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
98.7K
+ 543.59%
$48.31 - $48.93 $4.77M - $4.83M
117K $5.71M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
81.9K
+ 17.99%
$50.73 - $52.47 $4.16M - $4.3M
537K $28.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.41K
+ 4.15%
$617.65 - $666.84 $1.49M - $1.61M
60.4K $40.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.6K
+ 17.92%
$546.99 - $602.2 $2.52M - $2.77M
30.3K $18.2M
MUB
Ishares National Muni Bond ETF

ETFs
27.1K
+ 5.85%
$103.24 - $106.68 $2.8M - $2.89M
491K $52.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30.8K
+ 7.57%
$62.09 - $66.51 $1.91M - $2.05M
438K $28.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.28K
+ 2.29%
$567.77 - $614.76 $728K - $788K
57.3K $35.1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
10.2K
+ 3.82%
$98.53 - $107.1 $1.01M - $1.1M
278K $29.2M
TSLA
Tesla, Inc.

Consumer Cyclical
3.11K
+ 27.18%
$293.94 - $444.72 $913K - $1.38M
14.5K $6.46M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.7K
+ 2.4%
$62.54 - $68.42 $670K - $733K
457K $30.8M
CAT
Caterpillar Inc

Industrials
527
+ 2.34%
$390.92 - $477.15 $206K - $251K
23.1K $11M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
21.8K
+ 41.73%
$91.44 - $91.77 $1.99M - $2M
74K $6.79M
SHOP
Shopify Inc.

Technology
2.24K
+ 4.85%
$112.11 - $157.12 $251K - $352K
48.5K $7.21M
QCOM
Qualcomm Inc

Technology
574
+ 0.23%
$145.84 - $173.55 $83.7K - $99.6K
246K $40.9M
TXN
Texas Instruments Inc

Technology
7.49K
+ 4.04%
N/A
193K $37.5M
GS
Goldman Sachs Group Inc

Financial Services
132
+ 0.96%
$696.56 - $806.32 $91.9K - $106K
13.9K $11.1M
MTD
Mettler Toledo International Inc

Healthcare
27
+ 0.11%
$1166.48 - $1324.06 $31.5K - $35.7K
24.4K $30M
MA
Mastercard Inc

Financial Services
1.33K
+ 1.81%
$550.18 - $598.96 $733K - $798K
75K $42.6M
PLTR
Palantir Technologies Inc.

Technology
2.19K
+ 11.96%
$130.68 - $186.97 $286K - $409K
20.5K $3.73M
IWV
Ishares Russell 3000 ETF

ETFs
35
+ 0.08%
$351.04 - $379.81 $12.3K - $13.3K
43.5K $16.5M
XOM
Exxon Mobil Corp

Energy
4.89K
+ 3.83%
$105.83 - $117.22 $518K - $573K
133K $15M
CVX
Chevron Corp

Energy
1.76K
+ 2.38%
$145.57 - $161.83 $255K - $284K
75.4K $11.7M
IBM
International Business Machines Corp

Technology
5.14K
+ 20.02%
$234.77 - $292.47 $1.21M - $1.5M
30.8K $8.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.21K
+ 57.28%
$412.46 - $514.1 $913K - $1.14M
6.08K $2.98M
VTI
Vanguard Total Stock Market Et

ETFs
1.37K
+ 7.56%
$303.93 - $329.86 $417K - $453K
19.5K $6.41M
AMGN
Amgen Inc

Healthcare
2.8K
+ 26.25%
$271.18 - $309.22 $758K - $865K
13.4K $3.8M
RTX
Raytheon Technologies Corp

Industrials
1.15K
+ 4.32%
$144.19 - $167.33 $166K - $193K
27.8K $4.66M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.47K
+ 18.08%
$339.37 - $366.46 $498K - $537K
9.58K $3.5M
WMT
Walmart Inc.

Consumer Defensive
3.97K
+ 6.98%
$94.4 - $104.27 $374K - $414K
60.8K $6.27M
IWF
Ishares Russell 1000 Gr ETF

ETFs
299
+ 2.55%
$420.11 - $472.68 $126K - $141K
12K $5.63M
INDB
Independent Bank Corp

Financial Services
678
+ 0.7%
$62.06 - $72.84 $42.1K - $49.4K
97K $6.71M
VUG
Vanguard Growth ETF

ETFs
876
+ 16.67%
$433.97 - $484.08 $380K - $424K
6.13K $2.94M
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
LOW
Lowes Companies Inc

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