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
GILD
Gilead Sciences, Inc.

Healthcare
1.43K
+ 8.97%
$108.22 - $120.47 $155K - $172K
17.3K $1.92M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.18K
+ 16.0%
$69.9 - $78.26 $82.3K - $92.1K
8.54K $664K
IDXX
Idexx Laboratories Inc

Healthcare
110
+ 12.79%
$514.61 - $682.78 $56.6K - $75.1K
970 $619K
EBC
Eastern Bankshares, Inc.

Financial Services
3.6K
+ 12.09%
$15.03 - $18.34 $54.2K - $66.1K
33.4K $606K
FAST
Fastenal CO

Industrials
1.07K
+ 7.58%
$42.47 - $50.39 $45.3K - $53.7K
15.1K $742K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
477
+ 29.65%
$225.11 - $247.9 $107K - $118K
2.09K $515K
COF
Capital One Financial Corp

Financial Services
685
+ 13.42%
$207.29 - $229.74 $142K - $157K
5.79K $1.23M
MPWR
Monolithic Power Systems Inc

Technology
78
+ 20.31%
$711.24 - $922.81 $55.5K - $72K
462 $425K
PLD
Prologis, Inc.

Real Estate
1.05K
+ 46.86%
$104.08 - $115.35 $109K - $121K
3.28K $375K
VZ
Verizon Communications Inc

Communication Services
2.9K
+ 16.07%
$40.84 - $45.06 $118K - $131K
20.9K $920K
FNF
Fidelity National Financial, Inc.

Financial Services
123
+ 0.42%
$51.22 - $61.07 $6.3K - $7.51K
29.4K $1.78M
FFIV
F5, Inc.

Technology
319
+ 29.67%
$290.76 - $334.59 $92.8K - $107K
1.39K $450K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
817
+ 4.34%
$49.43 - $54.52 $40.4K - $44.5K
19.6K $1.06M
HIG
Hartford Financial Services Group, Inc.

Financial Services
884
+ 40.42%
$119.73 - $134.7 $106K - $119K
3.07K $409K
GIS
General Mills Inc

Consumer Defensive
2.8K
+ 43.79%
$48.44 - $53.83 $136K - $151K
9.2K $463K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.39K
+ 51.26%
$65.64 - $78.22 $157K - $187K
7.06K $473K
DASH
Door Dash, Inc.

Communication Services
325
+ 22.87%
$234.5 - $272.5 $76.2K - $88.6K
1.75K $474K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.09K
+ 10.53%
$58.56 - $63.63 $64K - $69.5K
11.5K $729K
IJS
Ishares S&P Smallcap 600 Value

ETFs
191
+ 2.15%
$98.99 - $112.2 $18.9K - $21.4K
9.08K $1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
175
+ 29.71%
$534.91 - $598.71 $93.6K - $105K
764 $429K
AZO
Autozone Inc

Consumer Cyclical
3
+ 1.66%
$3649.42 - $4354.54 $10.9K - $13.1K
184 $789K
BA
Boeing CO

Industrials
458
+ 15.97%
$209.79 - $237.38 $96.1K - $109K
3.33K $717K
WELL
Welltower Inc.

Real Estate
456
+ 34.55%
$150.71 - $178.14 $68.7K - $81.2K
1.78K $316K
AEP
American Electric Power CO Inc

Utilities
360
+ 4.35%
$103.26 - $115.0 $37.2K - $41.4K
8.63K $970K
CCCC
C4 Therapeutics, Inc.

Healthcare
37.5K
+ 129.43%
$1.47 - $3.57 $55.2K - $134K
66.5K $147K
MCK
Mckesson Corp

Healthcare
103
+ 15.87%
$659.01 - $772.54 $67.9K - $79.6K
752 $580K
TRV
Travelers Companies, Inc.

Financial Services
306
+ 18.99%
$250.62 - $279.43 $76.7K - $85.5K
1.92K $535K
MNST
Monster Beverage Corp

Consumer Defensive
1.16K
+ 22.72%
$58.65 - $67.31 $68.2K - $78.3K
6.28K $422K
CEG
Constellation Energy Corp

Utilities
276
+ 17.79%
$298.82 - $354.89 $82.5K - $97.9K
1.83K $601K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.16K
+ 8.8%
$72.57 - $74.72 $84.3K - $86.8K
14.4K $1.07M
ADSK
Autodesk, Inc.

Technology
384
+ 29.16%
N/A
1.7K $418K
HWM
Howmet Aerospace Inc.

Industrials
411
+ 28.74%
$171.0 - $196.23 $70.3K - $80.7K
1.84K $361K
HCA
Hca Healthcare, Inc.

Healthcare
142
+ 19.59%
$334.32 - $426.2 $47.5K - $60.5K
867 $369K
AME
Ametek Inc

Industrials
186
+ 2.33%
$176.44 - $192.03 $32.8K - $35.7K
8.15K $1.53M
UNP
Union Pacific Corp

Industrials
141
+ 1.54%
$214.91 - $237.16 $30.3K - $33.4K
9.27K $2.19M
EBAY
Ebay Inc

Consumer Cyclical
411
+ 13.27%
$75.33 - $100.77 $31K - $41.4K
3.51K $319K
ETR
Entergy Corp

Utilities
233
+ 3.54%
$80.93 - $93.55 $18.9K - $21.8K
6.81K $634K
DVYE
Ishares Emerging Markets Divid

ETFs
1.47K
+ 3.44%
$28.5 - $30.64 $41.9K - $45K
44.1K $1.31M
TROW
Price T Rowe Group Inc

Financial Services
715
+ 31.55%
$98.67 - $111.52 $70.5K - $79.7K
2.98K $305K
MPC
Marathon Petroleum Corp

Energy
230
+ 14.89%
$158.59 - $198.69 $36.5K - $45.7K
1.78K $342K
THC
Tenet Healthcare Corp

Healthcare
64
+ 2.52%
$148.38 - $203.04 $9.5K - $13K
2.61K $529K
MTZ
Mastec Inc

Industrials
53
+ 3.15%
$168.23 - $212.81 $8.92K - $11.3K
1.74K $369K
EXC
Exelon Corp

Utilities
1.53K
+ 26.15%
$42.73 - $45.54 $65.3K - $69.6K
7.38K $331K
AFL
Aflac Inc

Financial Services
536
+ 19.36%
$98.09 - $111.7 $52.6K - $59.9K
3.31K $369K
DELL
Dell Technologies Inc.

Technology
133
+ 4.52%
$120.96 - $141.77 $16.1K - $18.9K
3.08K $436K
HSY
Hershey CO

Consumer Defensive
123
+ 5.04%
$161.95 - $193.45 $19.9K - $23.8K
2.56K $479K
IEV
Ishares Tr Europe ETF

ETFs
918
+ 23.68%
$61.37 - $65.49 $56.3K - $60.1K
4.8K $313K
OXY
Occidental Petroleum Corp

Energy
758
+ 12.69%
$42.54 - $48.1 $32.2K - $36.5K
6.73K $318K
CM
Canadian Imperial Bank Of Commerce

Financial Services
22
+ 0.31%
$71.11 - $81.68 $1.56K - $1.8K
7.21K $576K
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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