Crestwood Advisors Group LLC Sells in Q3 2025

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-261K
- 63.61%
$135.0 - $146.02 $35.2M - $38.1M
149K $21.7M
HON
Honeywell International Inc

Industrials
-63.1K
- 20.03%
$207.7 - $240.4 $13.1M - $15.2M
252K $53.1M
ACN
Accenture PLC

Technology
-26K
- 12.83%
$232.56 - $304.78 $6.06M - $7.94M
177K $43.6M
CRM
Salesforce, Inc.

Technology
-27K
- 9.04%
$231.66 - $273.65 $6.25M - $7.38M
271K $64.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1.18K
- 5.91%
$5364.25 - $5815.92 $6.31M - $6.84M
18.7K $101M
SEIC
Sei Investments CO

Financial Services
-152K
- 75.75%
$84.85 - $93.8 $12.9M - $14.3M
48.8K $4.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-34.8K
- 13.36%
$459.11 - $506.91 $16M - $17.6M
225K $113M
XLE
Energy Sector Spdr

ETFs
-147K
- 69.36%
$84.25 - $91.99 $12.4M - $13.5M
65K $5.81M
ADBE
Adobe Inc.

Technology
-9.19K
- 7.07%
$333.65 - $392.1 $3.07M - $3.6M
121K $42.6M
V
Visa Inc.

Financial Services
-8.6K
- 2.5%
$332.09 - $358.86 $2.86M - $3.09M
335K $114M
IYE
Ishares Tr

ETFs
-143K
- 80.03%
$44.83 - $48.91 $6.41M - $6.99M
35.7K $1.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
-27.7K
- 32.0%
$131.78 - $176.09 $3.65M - $4.88M
58.9K $7.93M
BSX
Boston Scientific Corp

Healthcare
-54.1K
- 67.25%
$97.03 - $108.14 $5.25M - $5.85M
26.3K $2.57M
META
Meta Platforms, Inc.

Communication Services
-5.51K
- 2.81%
$695.21 - $791.73 $3.83M - $4.36M
191K $140M
FISV
Fiserv Inc

Technology
-37.7K
- 5.52%
N/A
645K $80.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-21.6K
- 2.21%
$211.65 - $238.24 $4.58M - $5.16M
956K $210M
ZTS
Zoetis Inc.

Healthcare
-14.7K
- 6.97%
$141.13 - $159.19 $2.07M - $2.34M
196K $28.7M
SPGI
S&P Global Inc.

Financial Services
-1.46K
- 1.83%
$484.94 - $564.15 $708K - $824K
78.6K $38.2M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-7.77K
- 2.94%
$259.44 - $278.65 $2.02M - $2.17M
256K $66.5M
SYK
Stryker Corp

Healthcare
-5.36K
- 10.37%
$368.57 - $403.53 $1.98M - $2.16M
46.4K $17.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-38.3K
- 3.63%
$97.75 - $100.75 $3.74M - $3.86M
1.02M $102M
DEO
Diageo PLC

Consumer Defensive
-12.7K
- 4.65%
$93.64 - $115.33 $1.19M - $1.46M
260K $24.8M
DHR
Danaher Corp

Healthcare
-13K
- 3.93%
$181.46 - $212.2 $2.35M - $2.75M
317K $62.8M
TTD
Trade Desk, Inc.

Technology
-3.57K
- 4.75%
$43.93 - $89.76 $157K - $320K
71.6K $3.51M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-526
- 0.53%
$196.15 - $217.83 $103K - $115K
98.3K $19.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-50.3K
- 5.74%
$48.5 - $50.19 $2.44M - $2.53M
826K $41.4M
KMI
Kinder Morgan, Inc.

Energy
-5.08K
- 0.41%
$26.23 - $28.5 $133K - $145K
1.22M $34.5M
SHW
Sherwin Williams CO

Basic Materials
-4.36K
- 5.07%
$330.88 - $375.23 $1.44M - $1.64M
81.6K $28.2M
CHD
Church & Dwight CO Inc

Consumer Defensive
-3K
- 2.74%
$85.84 - $99.09 $257K - $297K
107K $9.33M
CMCSA
Comcast Corp

Communication Services
-7.93K
- 3.81%
$31.41 - $36.33 $249K - $288K
200K $6.29M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-28.2K
- 14.29%
$44.22 - $45.74 $1.25M - $1.29M
169K $7.71M
IGV
Ishares Expanded Tech Software

ETFs
-18.3K
- 9.74%
$105.96 - $117.79 $1.94M - $2.16M
169K $19.5M
FTV
Fortive Corp

Technology
-16.5K
- 20.2%
$46.55 - $53.34 $768K - $880K
65.2K $3.19M
CME
Cme Group Inc.

Financial Services
-421
- 0.25%
$258.83 - $287.1 $109K - $121K
171K $46.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-892
- 8.88%
$366.54 - $479.53 $327K - $428K
9.15K $3.58M
DIS
Walt Disney CO

Communication Services
-1.87K
- 2.89%
$112.25 - $124.0 $210K - $232K
62.8K $7.2M
TT
Trane Technologies PLC

Industrials
-880
- 3.25%
$398.96 - $472.54 $351K - $416K
26.2K $11M
AMT
American Tower Corp

Real Estate
-687
- 3.12%
$192.32 - $232.35 $132K - $160K
21.4K $4.11M
PLMR
Palomar Holdings, Inc.

Financial Services
-1.25K
- 7.64%
$112.26 - $148.79 $141K - $186K
15.1K $1.77M
STAG
Stag Industrial, Inc.

Real Estate
-10.9K
- 4.12%
$34.28 - $36.97 $372K - $401K
252K $8.91M
WY
Weyerhaeuser CO

Real Estate
-22.1K
- 22.48%
$24.1 - $26.83 $532K - $592K
76.1K $1.89M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-85
- 0.08%
$26.31 - $41.44 $2.24K - $3.52K
101K $3.03M
DE
Deere & CO

Industrials
-889
- 27.35%
$457.26 - $524.37 $407K - $466K
2.36K $1.08M
FIS
Fidelity National Information Services, Inc.

Technology
-1.88K
- 7.21%
$63.37 - $82.35 $119K - $154K
24.1K $1.59M
CL
Colgate Palmolive CO

Consumer Defensive
-1.63K
- 4.55%
$79.36 - $93.33 $129K - $152K
34.2K $2.73M
CCI
Crown Castle International Corp

Real Estate
-3.23K
- 10.89%
$92.96 - $113.91 $300K - $367K
26.4K $2.55M
SHEL
Shell PLC

Energy
-6.91K
- 51.8%
$69.82 - $73.93 $482K - $511K
6.43K $460K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.65K
- 2.21%
$60.9 - $70.75 $100K - $117K
73K $4.56M
AB
Alliancebernstein Holding L.P.

Financial Services
-10.1K
- 38.4%
$37.76 - $42.88 $383K - $435K
16.3K $622K
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