Crestwood Advisors Group LLC Sells in Q4 2024

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-412
- 2.98%
$33.92 - $36.6 $14K - $15.1K
13.4K $463K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-162
- 5.83%
$198.04 - $221.51 $32.1K - $35.9K
2.62K $550K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-511
- 2.46%
$66.77 - $71.52 $34.1K - $36.5K
20.3K $1.4M
KEYS
Keysight Technologies, Inc.

Technology
-346
- 1.24%
$149.01 - $172.53 $51.6K - $59.7K
27.7K $4.44M
BA
Boeing CO

Industrials
-413
- 14.45%
$138.14 - $180.72 $57.1K - $74.6K
2.45K $432K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-50
- 1.47%
$278.19 - $315.36 $13.9K - $15.8K
3.34K $961K
Vert Global Sustainable Real Estate ETF
-3.46K
- 16.2%
N/A
17.9K $0
Veralto Corp Com Shs
-645
- 1.24%
N/A
51.4K $0
Ge Vernova Inc Com
-68
- 2.76%
N/A
2.4K $0
Linde PLC Shs
-56
- 3.15%
N/A
1.72K $0
HXL
Hexcel Corp

Industrials
-8
- 0.08%
$58.56 - $65.31 $468 - $522
9.75K $611K
CDXC
Chroma Dex Corp.

Healthcare
-120
- 1.01%
$3.25 - $7.72 $390 - $926
11.8K $62K
VFH
Vanguard Financial ETF

ETFs
-50
- 1.12%
$108.87 - $126.2 $5.44K - $6.31K
4.4K $519K
CYBR
Cyber Ark Software Ltd.

Technology
-35
- 2.26%
$274.1 - $333.15 $9.59K - $11.7K
1.52K $504K
KKR
Kkr & Co. Inc.

Financial Services
-115
- 2.45%
$129.87 - $162.87 $14.9K - $18.7K
4.57K $676K
C
Citigroup Inc

Financial Services
-85
- 0.89%
$61.31 - $72.5 $5.21K - $6.16K
9.47K $666K
MTZ
Mastec Inc

Industrials
-5
- 0.09%
$119.94 - $147.94 $600 - $740
5.65K $768K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
-40
- 0.38%
$38.57 - $49.32 $1.54K - $1.97K
10.4K $514K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-97
- 0.22%
$78.43 - $84.56 $7.61K - $8.2K
43.8K $3.55M
COST
Costco Wholesale Corp

Consumer Defensive
-2.57K
- 3.14%
$873.59 - $994.69 $2.24M - $2.55M
79.3K $72.6M
PAYC
Paycom Software, Inc.

Technology
-11
- 0.43%
$159.94 - $240.25 $1.76K - $2.64K
2.58K $528K
IAT
Ishares Tr

ETFs
-659
- 1.11%
$46.07 - $56.9 $30.4K - $37.5K
58.8K $2.96M
STT
State Street Corp

Financial Services
-367
- 1.97%
$85.96 - $100.78 $31.5K - $37K
18.2K $1.79M
MKL
Markel Corp

Financial Services
-9
- 0.83%
$1542.01 - $1785.11 $13.9K - $16.1K
1.08K $1.86M
CBRE
Cbre Group, Inc.

Real Estate
-74
- 0.28%
$119.22 - $140.71 $8.82K - $10.4K
26.4K $3.47M
INDB
Independent Bank Corp

Financial Services
-3.43K
- 3.42%
$56.88 - $74.97 $195K - $257K
96.6K $6.2M
HBAN
Huntington Bancshares Inc

Financial Services
-17.3K
- 4.07%
$14.18 - $18.2 $245K - $315K
408K $6.63M
MFC
Manulife Financial Corp

Financial Services
-3.14K
- 0.71%
$29.21 - $32.87 $91.7K - $103K
437K $13.4M
TTD
Trade Desk, Inc.

Technology
-380
- 0.49%
$108.7 - $139.51 $41.3K - $53K
76.7K $9.02M
SHOP
Shopify Inc.

Technology
-1.51K
- 2.81%
$78.14 - $119.49 $118K - $181K
52.3K $5.57M
EW
Edwards Lifesciences Corp

Healthcare
-301
- 0.16%
$64.54 - $75.92 $19.4K - $22.9K
186K $13.7M
BAC
Bank Of America Corp

Financial Services
-15K
- 2.76%
$39.22 - $47.77 $588K - $717K
529K $23.2M
APH
Amphenol Corp

Technology
-4.59K
- 0.99%
$62.07 - $75.35 $285K - $346K
457K $31.7M
PWR
Quanta Services, Inc.

Industrials
-598
- 0.57%
$296.05 - $346.6 $177K - $207K
105K $33.2M
WMB
Williams Companies, Inc.

Energy
-2.61K
- 1.17%
$46.37 - $59.74 $121K - $156K
221K $11.9M
IGV
Ishares Expanded Tech Software

ETFs
-970
- 0.5%
$87.5 - $110.17 $84.9K - $107K
194K $19.4M
SCHW
Schwab Charles Corp

Financial Services
-7.52K
- 1.13%
$63.31 - $82.85 $476K - $623K
659K $48.8M
KMI
Kinder Morgan, Inc.

Energy
-33.3K
- 2.63%
$22.59 - $28.54 $753K - $951K
1.24M $33.9M
HON
Honeywell International Inc

Industrials
-2.08K
- 0.58%
$202.84 - $236.0 $422K - $491K
357K $80.7M
BX
Blackstone Inc.

Financial Services
-3.67K
- 0.72%
$148.45 - $199.05 $545K - $730K
507K $87.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-119
- 0.6%
$4100.99 - $5300.34 $488K - $631K
19.9K $98.7M
Activity Summary
Buys All Purchases 285 New Holdings 38 Increased Positions 247 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 2 Puts 0
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