Crestwood Advisors Group LLC Incresed Positions in Q4 2024

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
BMY
Bristol Myers Squibb CO

Healthcare
5.4K
+ 92.2%
$51.92 - $59.94 $280K - $324K
11.3K $636K
GLD
Spdr Gold Trust

ETFs
1.39K
+ 27.74%
$236.59 - $257.5 $328K - $357K
6.38K $1.55M
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
IEMG
Ishares Inc

ETFs
5.59K
+ 3.64%
N/A
159K $8.53M
AXP
American Express CO

Financial Services
496
+ 8.75%
$267.35 - $305.57 $133K - $152K
6.17K $1.83M
TRV
Travelers Companies, Inc.

Financial Services
1.1K
+ 79.35%
$225.97 - $266.66 $248K - $293K
2.48K $598K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.1K
+ 389.71%
$18.41 - $40.87 $371K - $823K
25.3K $468K
INTU
Intuit Inc

Technology
380
+ 22.85%
$602.01 - $706.25 $229K - $268K
2.04K $1.28M
SUB
Ishares Short Term National Mu

ETFs
2.47K
+ 8.34%
$104.94 - $106.2 $259K - $262K
32K $3.38M
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
LULU
Lululemon Athletica Inc.

Consumer Cyclical
178
+ 12.75%
$260.53 - $404.79 $46.4K - $72.1K
1.57K $601K
WDAY
Workday, Inc.

Technology
684
+ 19.62%
$233.85 - $279.91 $160K - $191K
4.17K $1.08M
SAP
Sap Se

Technology
782
+ 58.1%
$218.13 - $255.54 $171K - $200K
2.13K $523K
VBK
Vanguard Small Cap Growth ETF

ETFs
200
+ 1.81%
$264.18 - $304.19 $52.8K - $60.8K
11.3K $3.16M
VUG
Vanguard Growth ETF

ETFs
146
+ 2.89%
$378.79 - $428.11 $55.3K - $62.5K
5.19K $2.13M
SNA
Snap On Inc

Industrials
16
+ 0.43%
$285.44 - $371.35 $4.57K - $5.94K
3.78K $1.28M
COF
Capital One Financial Corp

Financial Services
605
+ 20.84%
$145.19 - $192.01 $87.8K - $116K
3.51K $625K
ISRG
Intuitive Surgical Inc

Healthcare
92
+ 2.08%
$471.27 - $550.62 $43.4K - $50.7K
4.52K $2.36M
IVW
Ishares S&P 500 Growth ETF

ETFs
733
+ 4.04%
$94.43 - $105.47 $69.2K - $77.3K
18.9K $1.92M
XLY
Select Sector Spdr Consumer Di

ETFs
90
+ 1.36%
$194.8 - $239.43 $17.5K - $21.5K
6.72K $1.51M
ES
Eversource Energy

Utilities
3.63K
+ 108.8%
$55.9 - $67.73 $203K - $246K
6.97K $400K
ADP
Automatic Data Processing Inc

Industrials
344
+ 8.25%
$280.08 - $307.97 $96.3K - $106K
4.51K $1.32M
GWW
W.W. Grainger, Inc.

Industrials
147
+ 45.51%
$1023.06 - $1220.93 $150K - $179K
470 $495K
CPRT
Copart Inc

Consumer Cyclical
1.23K
+ 7.13%
$51.36 - $63.8 $63.3K - $78.6K
18.5K $1.06M
DECK
Deckers Outdoor Corp

Consumer Cyclical
137
+ 4.63%
$152.04 - $211.12 $20.8K - $28.9K
3.1K $628K
VDE
Vanguard Energy ETF

ETFs
1.26K
+ 53.72%
$116.67 - $136.78 $147K - $173K
3.61K $438K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.38K
+ 2.78%
$61.68 - $67.87 $146K - $161K
87.7K $5.46M
XLF
Financial Sector Spdr

ETFs
596
+ 1.59%
$44.89 - $51.34 $26.8K - $30.6K
38.2K $1.85M
VTV
Vanguard Value ETF

ETFs
1.24K
+ 9.78%
$168.32 - $181.87 $208K - $225K
13.9K $2.35M
AME
Ametek Inc

Industrials
399
+ 5.18%
$165.89 - $197.38 $66.2K - $78.8K
8.11K $1.46M
IBM
International Business Machines Corp

Technology
749
+ 3.39%
$204.9 - $238.04 $153K - $178K
22.9K $5.03M
VO
Vanguard Mid Cap ETF

ETFs
468
+ 1.62%
$261.5 - $284.63 $122K - $133K
29.4K $7.76M
AON
Aon PLC

Financial Services
7
+ 0.07%
$344.14 - $393.31 $2.41K - $2.75K
9.75K $3.5M
YUM
Yum Brands Inc

Consumer Cyclical
1.03K
+ 46.98%
$130.36 - $139.54 $135K - $144K
3.23K $433K
ETR
Entergy Corp

Utilities
3.74K
+ 128.2%
$73.19 - $156.4 $274K - $585K
6.66K $504K
VEA
Vanguard Ftse Developed Market

ETFs
4.89K
+ 20.87%
$47.57 - $52.44 $233K - $257K
28.3K $1.36M
IWD
Ishares Russell 1000 Val ETF

ETFs
671
+ 26.95%
$183.23 - $199.79 $123K - $134K
3.16K $585K
OKE
Oneok Inc

Energy
380
+ 4.95%
$92.28 - $117.05 $35.1K - $44.5K
8.05K $808K
AZO
Autozone Inc

Consumer Cyclical
32
+ 26.89%
$2981.19 - $3370.27 $95.4K - $108K
151 $483K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.79K
+ 8.88%
$91.94 - $100.02 $164K - $179K
21.9K $2.03M
MO
Altria Group, Inc.

Consumer Defensive
1.57K
+ 8.06%
$49.06 - $57.74 $76.8K - $90.4K
21K $1.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 0.1%
$241.48 - $274.89 $2.41K - $2.75K
9.99K $2.53M
CTVA
Corteva, Inc.

Basic Materials
1.93K
+ 39.56%
$55.21 - $64.13 $107K - $124K
6.82K $388K
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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