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
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
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
MCD
Mcdonalds Corp

Consumer Cyclical
43
+ 0.13%
$291.67 - $316.99 $12.5K - $13.6K
32.5K $9.89M
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
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
PANW
Palo Alto Networks Inc

Technology
2.16K
+ 2.84%
$167.06 - $208.19 $361K - $449K
78.1K $15.9M
DUK
Duke Energy Corp

Utilities
2.62K
+ 40.93%
$116.31 - $125.93 $305K - $330K
9.03K $1.12M
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
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
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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.34K
+ 2.47%
$52.39 - $53.11 $227K - $230K
180K $9.55M
CMF
Ishares California Muni Bond E

ETFs
4.53K
+ 43.22%
$55.16 - $57.13 $250K - $259K
15K $856K
MDT
Medtronic PLC

Healthcare
2.14K
+ 32.13%
$87.67 - $95.74 $188K - $205K
8.8K $838K
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
PH
Parker Hannifin Corp

Industrials
140
+ 5.91%
$697.13 - $769.67 $97.6K - $108K
2.51K $1.9M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
313
+ 0.52%
$41.34 - $45.65 $12.9K - $14.3K
60.5K $2.73M
NSC
Norfolk Southern Corp

Industrials
105
+ 2.33%
$259.49 - $300.41 $27.2K - $31.5K
4.61K $1.39M
SRE
Sempra Energy

Utilities
1.48K
+ 24.11%
$74.14 - $89.98 $110K - $133K
7.63K $686K
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
IWD
Ishares Russell 1000 Val ETF

ETFs
893
+ 28.27%
$192.76 - $203.86 $172K - $182K
4.05K $824K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.9K
+ 36.99%
$92.26 - $97.51 $175K - $185K
7.03K $678K
MO
Altria Group, Inc.

Consumer Defensive
667
+ 3.07%
$57.75 - $67.68 $38.5K - $45.1K
22.4K $1.48M
MMM
3 M CO

Industrials
1.13K
+ 12.24%
$144.41 - $160.2 $163K - $180K
10.3K $1.6M
STT
State Street Corp

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