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
NDAQ
Nasdaq, Inc.

Financial Services
323
+ 6.64%
$86.73 - $96.94 $28K - $31.3K
5.19K $458K
SCHG
Schwab Strategic Tr Us Large C

ETFs
146
+ 2.08%
$28.92 - $32.19 $4.22K - $4.7K
7.15K $228K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
52
+ 1.0%
$87.05 - $93.19 $4.53K - $4.85K
5.24K $487K
WRB
Berkley W R Corp

Financial Services
160
+ 4.3%
$67.78 - $76.62 $10.8K - $12.3K
3.88K $297K
AWK
American Water Works Company, Inc.

Utilities
157
+ 3.22%
$135.05 - $147.0 $21.2K - $23.1K
5.03K $699K
BOH
Bank Of Hawaii Corp

Financial Services
440
+ 13.02%
$61.35 - $71.13 $27K - $31.3K
3.82K $250K
VEEV
Veeva Systems Inc

Healthcare
23
+ 1.64%
$269.2 - $297.91 $6.19K - $6.85K
1.43K $425K
IBRX
Immunity Bio, Inc.

Healthcare
10.2K
+ 45.45%
$2.24 - $3.01 $22.8K - $30.6K
32.6K $80K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
14
+ 0.45%
$105.03 - $112.54 $1.47K - $1.58K
3.1K $342K
FCX
Freeport Mcmoran Inc

Basic Materials
968
+ 19.81%
$35.34 - $47.21 $34.2K - $45.7K
5.86K $229K
ADP
Automatic Data Processing Inc

Industrials
309
+ 6.27%
$288.69 - $310.94 $89.2K - $96.1K
5.24K $1.54M
TTWO
Take Two Interactive Software Inc

Communication Services
2
+ 0.24%
$217.37 - $259.96 $435 - $520
853 $220K
WIT
Wipro LTD

Technology
6.89K
+ 62.44%
$2.63 - $3.11 $18.1K - $21.4K
17.9K $47K
ODFL
Old Dominion Freight Line, Inc.

Industrials
452
+ 19.17%
$138.59 - $171.12 $62.6K - $77.3K
2.81K $395K
STLD
Steel Dynamics Inc

Basic Materials
91
+ 2.15%
N/A
4.33K $424K
ZI
Zoom Info Technologies Inc.

Technology
551
+ 4.66%
N/A
12.4K $125K
ON
On Semiconductor Corp

Technology
507
+ 7.6%
$46.98 - $62.45 $23.8K - $31.7K
7.18K $354K
Lam Research Corp Com New
4.29K
+ 1.33%
N/A
327K $0
Te Connectivity PLC Ord Shs
581
+ 36.49%
N/A
2.17K $0
Jpmorgan Equity Focus ETF
10.2K
+ 22.86%
N/A
55K $0
Blackrock Inc Com
216
+ 10.84%
N/A
2.21K $0
Ge Vernova Inc Com
122
+ 3.29%
N/A
3.83K $0
Linde PLC Shs
589
+ 23.0%
N/A
3.15K $0
Arista Networks Inc Com Shs
1.92K
+ 27.72%
N/A
8.85K $0
Labcorp Holdings Inc Com Shs
151
+ 13.08%
N/A
1.31K $0
Klaviyo Inc Com Ser A
16
+ 0.01%
N/A
129K $0
Great Elm Cap Corp Com New
12K
+ 95.51%
N/A
24.5K $0
Lazard Inc Com
25
+ 0.01%
N/A
184K $0
Fidelity Wise Origin Bitcoin Fund
2.43K
+ 64.36%
N/A
6.22K $0
Gmo Us Quality ETF
93K
+ 8.65%
N/A
1.17M $0
Alps/Smith Core Plus Bond ETF
36K
+ 291.05%
N/A
48.4K $0
VIRT
Virtu Financial, Inc.

Financial Services
6.77K
+ 26.03%
$34.87 - $45.12 $236K - $305K
32.8K $1.16M
APD
Air Products & Chemicals, Inc.

Basic Materials
36
+ 3.09%
$265.78 - $299.3 $9.57K - $10.8K
1.2K $327K
MSCI
Msci Inc.

Financial Services
9
+ 1.36%
$526.48 - $588.0 $4.74K - $5.29K
669 $379K
GGG
Graco Inc

Industrials
17
+ 0.51%
$82.58 - $88.81 $1.4K - $1.51K
3.34K $283K
CTVA
Corteva, Inc.

Basic Materials
743
+ 9.79%
$67.08 - $77.12 $49.8K - $57.3K
8.34K $563K
ABNB
Airbnb, Inc.

Consumer Cyclical
175
+ 7.01%
$118.3 - $142.16 $20.7K - $24.9K
2.67K $324K
LII
Lennox International Inc

Industrials
18
+ 4.41%
$516.18 - $664.54 $9.29K - $12K
426 $225K
AVT
Avnet Inc

Technology
119
+ 0.6%
$49.46 - $56.3 $5.89K - $6.7K
20K $1.05M
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.74%
$486.13 - $544.55 $1.46K - $1.63K
410 $201K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
47
+ 3.37%
$158.24 - $191.13 $7.44K - $8.98K
1.44K $239K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
92
+ 1.83%
$58.33 - $68.56 $5.37K - $6.31K
5.13K $299K
HDB
Hdfc Bank LTD

Financial Services
3.37K
+ 103.06%
$34.14 - $78.94 $115K - $266K
6.64K $226K
UMH
Umh Properties, Inc.

Real Estate
36
+ 0.26%
$14.69 - $17.34 $529 - $624
13.9K $205K
CPRT
Copart Inc

Consumer Cyclical
979
+ 5.05%
$44.6 - $49.97 $43.7K - $48.9K
20.4K $915K
VRSK
Verisk Analytics, Inc.

Industrials
143
+ 10.04%
$242.3 - $312.95 $34.6K - $44.8K
1.57K $394K
EMR
Emerson Electric CO

Industrials
328
+ 0.72%
$128.6 - $149.63 $42.2K - $49.1K
45.9K $6.02M
MKL
Markel Corp

Financial Services
1
+ 0.15%
$1898.34 - $2031.8 $1.9K - $2.03K
670 $1.28M
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
38
+ 0.25%
$13.04 - $19.97 $496 - $759
15.4K $216K
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
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email