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
BR
Broadridge Financial Solutions, Inc.

Technology
302
+ 34.28%
$233.75 - $266.89 $70.6K - $80.6K
1.18K $281K
VST
Vistra Corp.

Utilities
320
+ 27.0%
$182.0 - $217.92 $58.2K - $69.7K
1.51K $294K
HXL
Hexcel Corp

Industrials
8
+ 0.08%
$57.15 - $64.88 $457 - $519
9.79K $613K
PNC
Pnc Financial Services Group, Inc.

Financial Services
223
+ 20.07%
$185.88 - $207.44 $41.5K - $46.3K
1.33K $268K
ALL
Allstate Corp

Financial Services
187
+ 12.17%
$192.0 - $214.65 $35.9K - $40.1K
1.72K $369K
JCI
Johnson Controls International PLC

Industrials
403
+ 12.53%
$103.24 - $111.73 $41.6K - $45K
3.62K $397K
SWK
Stanley Black & Decker, Inc.

Industrials
161
+ 2.32%
$66.98 - $79.52 $10.8K - $12.8K
7.11K $528K
SO
Southern CO

Utilities
482
+ 11.45%
$90.83 - $96.0 $43.8K - $46.3K
4.69K $444K
PCG
Pg&E Corp

Utilities
2.33K
+ 12.85%
$13.0 - $15.73 $30.2K - $36.6K
20.4K $307K
AN
Autonation, Inc.

Consumer Cyclical
64
+ 3.18%
$189.27 - $227.18 $12.1K - $14.5K
2.08K $454K
COIN
Coinbase Global, Inc.

Technology
196
+ 19.76%
$297.99 - $419.78 $58.4K - $82.3K
1.19K $400K
USB
Us Bancorp \De\

Financial Services
654
+ 9.31%
$43.94 - $50.41 $28.7K - $33K
7.68K $370K
CTAS
Cintas Corp

Industrials
392
+ 23.84%
$199.29 - $226.27 $78.1K - $88.7K
2.04K $417K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
308
+ 25.16%
$185.65 - $214.38 $57.2K - $66K
1.53K $307K
ROK
Rockwell Automation, Inc

Industrials
101
+ 12.08%
$328.67 - $358.52 $33.2K - $36.2K
937 $327K
TDY
Teledyne Technologies Inc

Technology
14
+ 2.48%
$509.51 - $586.04 $7.13K - $8.2K
579 $339K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.01K
+ 1.49%
$50.23 - $50.48 $50.6K - $50.9K
68.7K $3.45M
PHO
Invesco Exchange Traded Fd Tr

ETFs
377
+ 4.07%
$69.62 - $73.99 $26.2K - $27.9K
9.63K $694K
CMA
Comerica Inc

Financial Services
179
+ 4.64%
$60.93 - $71.05 $10.9K - $12.7K
4.03K $276K
VTRS
Viatris Inc

Healthcare
3.1K
+ 20.17%
$8.74 - $10.69 $27.1K - $33.2K
18.5K $183K
WPC
W. P. Carey Inc.

Real Estate
118
+ 1.65%
$61.29 - $68.7 $7.23K - $8.11K
7.28K $492K
RMD
Resmed Inc

Healthcare
108
+ 10.56%
$252.01 - $293.73 $27.2K - $31.7K
1.13K $309K
NVS
Novartis Ag

Healthcare
189
+ 6.87%
$113.5 - $129.73 $21.5K - $24.5K
2.94K $376K
AON
Aon PLC

Financial Services
126
+ 2.06%
$350.91 - $375.27 $44.2K - $47.3K
6.25K $2.23M
MCO
Moodys Corp

Financial Services
132
+ 16.28%
$472.69 - $521.32 $62.4K - $68.8K
943 $449K
CSGP
Costar Group, Inc.

Real Estate
386
+ 15.17%
$81.42 - $96.83 $31.4K - $37.4K
2.93K $247K
CB
Chubb LTD

Financial Services
222
+ 8.36%
$265.99 - $289.59 $59K - $64.3K
2.88K $812K
HAS
Hasbro, Inc.

Consumer Cyclical
450
+ 10.62%
$73.92 - $81.85 $33.3K - $36.8K
4.69K $355K
NUE
Nucor Corp

Basic Materials
203
+ 8.09%
$133.3 - $150.33 $27.1K - $30.5K
2.71K $367K
DGX
Quest Diagnostics Inc

Healthcare
308
+ 25.08%
N/A
1.54K $210K
DECK
Deckers Outdoor Corp

Consumer Cyclical
450
+ 15.57%
$95.32 - $123.91 $42.9K - $55.8K
3.34K $338K
DTE
Dte Energy CO

Utilities
179
+ 10.13%
$130.26 - $141.49 $23.3K - $25.3K
1.95K $275K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
13
+ 0.02%
$35.87 - $41.08 $466 - $534
53.6K $2.14M
YUM
Yum Brands Inc

Consumer Cyclical
167
+ 4.14%
$139.5 - $153.94 $23.3K - $25.7K
4.2K $639K
PCAR
Paccar Inc

Industrials
300
+ 9.13%
$92.91 - $102.86 $27.9K - $30.9K
3.59K $352K
F
Ford Motor CO

Consumer Cyclical
2.41K
+ 23.74%
$10.82 - $12.09 $26.1K - $29.1K
12.6K $150K
CSX
Csx Corp

Industrials
532
+ 7.32%
$32.05 - $36.52 $17.1K - $19.4K
7.8K $276K
VGIT
Vanguard Intermediate Term Tre

ETFs
580
+ 5.9%
$58.97 - $60.36 $34.2K - $35K
10.4K $625K
IRM
Iron Mountain Inc

Real Estate
357
+ 11.72%
$89.46 - $104.46 $31.9K - $37.3K
3.4K $347K
TD
Toronto Dominion Bank

Financial Services
27
+ 0.56%
$72.55 - $79.95 $1.96K - $2.16K
4.82K $385K
BMY
Bristol Myers Squibb CO

Healthcare
1.08K
+ 7.9%
$43.31 - $48.98 $46.8K - $52.9K
14.7K $665K
MTB
M&T Bank Corp

Financial Services
100
+ 3.09%
$183.74 - $204.05 $18.4K - $20.4K
3.34K $659K
PGR
Progressive Corp

Financial Services
409
+ 11.91%
$238.61 - $264.3 $97.6K - $108K
3.84K $948K
DLR
Digital Realty Trust, Inc.

Real Estate
283
+ 2.14%
$161.21 - $180.02 $45.6K - $50.9K
13.5K $2.33M
FDX
Fedex Corp

Industrials
71
+ 5.27%
$217.1 - $243.2 $15.4K - $17.3K
1.42K $334K
SPIB
Spdr Portfolio Intermediate Te

ETFs
238
+ 0.38%
$33.26 - $34.01 $7.92K - $8.09K
62.6K $2.12M
VRSN
Verisign Inc

Technology
121
+ 15.53%
$263.02 - $305.98 $31.8K - $37K
900 $251K
KKR
Kkr & Co. Inc.

Financial Services
306
+ 6.63%
$129.95 - $152.16 $39.8K - $46.6K
4.92K $639K
HUBB
Hubbell Inc

Industrials
28
+ 5.21%
$410.51 - $450.93 $11.5K - $12.6K
565 $243K
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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