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
CNI
Canadian National Railway CO

Industrials
-89
- 2.02%
$92.01 - $106.6 $8.19K - $9.49K
4.31K $406K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-653
- 12.02%
$122.57 - $132.57 $80K - $86.6K
4.78K $620K
TDG
Trans Digm Group Inc

Industrials
-9
- 4.66%
$1271.04 - $1620.83 $11.4K - $14.6K
184 $242K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-634
- 1.73%
$78.11 - $79.07 $49.5K - $50.1K
36K $2.84M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-499
- 4.25%
$82.38 - $83.0 $41.1K - $41.4K
11.2K $932K
VIG
Vanguard Dividend Appreciation

ETFs
-211
- 0.41%
N/A
50.8K $9.26M
WSO
Watsco Inc

Industrials
-33
- 5.0%
$381.94 - $489.97 $12.6K - $16.2K
627 $253K
VDE
Vanguard Energy ETF

ETFs
-399
- 15.17%
$118.37 - $129.65 $47.2K - $51.7K
2.23K $280K
RGEN
Repligen Corp

Healthcare
-432
- 14.96%
$111.43 - $134.0 $48.1K - $57.9K
2.46K $328K
AROC
Archrock, Inc.

Energy
-2.2K
- 11.1%
$22.0 - $26.51 $48.4K - $58.3K
17.6K $463K
XLI
Industrial Sector Spdr

ETFs
-638
- 5.89%
$147.94 - $154.99 $94.4K - $98.9K
10.2K $1.57M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-228
- 2.68%
$117.65 - $120.08 $26.8K - $27.4K
8.29K $990K
MCHP
Microchip Technology Inc

Technology
-44
- 1.26%
$60.95 - $75.26 $2.68K - $3.31K
3.45K $221K
CMS
Cms Energy Corp

Utilities
-606
- 10.98%
$69.37 - $74.67 $42K - $45.3K
4.91K $359K
EPD
Enterprise Products Partners L.P.

Energy
-799
- 4.93%
$30.74 - $32.14 $24.6K - $25.7K
15.4K $481K
VEA
Vanguard Ftse Developed Market

ETFs
-1.57K
- 5.89%
$56.02 - $60.3 $87.8K - $94.6K
25K $1.5M
NVR
Nvr Inc

Consumer Cyclical
-5
- 13.51%
$7301.0 - $8543.0 $36.5K - $42.7K
32 $257K
ARIS
Aris Water Solutions, Inc.

Utilities
-1.6K
- 6.75%
$19.69 - $24.66 $31.5K - $39.4K
22.1K $544K
WDAY
Workday, Inc.

Technology
-71
- 1.66%
$213.69 - $247.69 $15.2K - $17.6K
4.2K $1.01M
ROLL
Rbc Bearings Inc

Industrials
-53
- 7.82%
N/A
625 $153K
VDC
Vanguard Consumer Staples ETF

ETFs
-8
- 0.54%
$212.64 - $225.25 $1.7K - $1.8K
1.48K $316K
ABC
Amerisourcebergen Corp

Healthcare
-46
- 3.34%
N/A
1.33K $246K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-107
- 2.7%
$70.85 - $76.96 $7.58K - $8.23K
3.86K $293K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.19K
- 2.99%
$70.77 - $73.59 $84.1K - $87.4K
38.5K $2.82M
Vert Global Sustainable Real Estate ETF
-1.97K
- 12.18%
N/A
14.2K $0
Alerian Mlp Index Etns Due January 28, 2044
-8.74K
- 15.06%
N/A
49.3K $0
HEIA
Heico Crp Cl A
-234
- 10.63%
N/A
1.97K $0
Ralliant Corp Com
-9.31K
- 34.52%
N/A
17.7K $0
IEF
Ishares Barclays

ETFs
-34
- 0.75%
$93.91 - $97.26 $3.19K - $3.31K
4.5K $433K
Veralto Corp Com Shs
-1.61K
- 4.59%
N/A
33.5K $0
Amentum Holdings Inc Com
-4.24K
- 5.19%
N/A
77.5K $0
Brookfield Infrastructure Corp Com Sub Vtg A
-125
- 1.46%
N/A
8.43K $0
Jacobs Solutions Inc Com
-131
- 0.16%
N/A
80.3K $0
Kenvue Inc Com
-506K
- 35.25%
N/A
929K $0
VNQ
Vanguard Specialized Funds Van

ETFs
-55
- 2.15%
$88.47 - $93.24 $4.87K - $5.13K
2.5K $228K
AMD
Advanced Micro Devices Inc

Technology
-1.07K
- 12.16%
$134.8 - $184.42 $144K - $197K
7.72K $1.25M
HYG
Ishares Tr

ETFs
-15
- 0.3%
$79.85 - $81.32 $1.2K - $1.22K
4.93K $400K
MET
Metlife Inc

Financial Services
-109
- 1.76%
$73.82 - $82.37 $8.05K - $8.98K
6.1K $502K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-600
- 3.05%
$31.78 - $33.69 $19.1K - $20.2K
19K $629K
VHT
Vanguard Health Care ETF

ETFs
-27
- 2.16%
$239.12 - $259.95 $6.46K - $7.02K
1.22K $317K
EXAS
Exact Sciences Corp

Healthcare
-9
- 0.17%
$40.91 - $56.0 $368 - $504
5.14K $281K
EEM
Ishares Msci Emerging Markets

ETFs
-1.59K
- 8.72%
$48.07 - $53.4 $76.4K - $84.9K
16.6K $888K
XLC
Select Sector Spdr Tr Communic

ETFs
-112
- 4.81%
$105.99 - $119.41 $11.9K - $13.4K
2.22K $262K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3
- 0.05%
$107.66 - $112.36 $323 - $337
5.76K $642K
SOXX
Ishares Semiconductor ETF

ETFs
-201
- 8.97%
$236.93 - $271.12 $47.6K - $54.5K
2.04K $553K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.98K
- 5.76%
$182.33 - $194.5 $542K - $579K
48.7K $9.46M
PFF
Ishares Trust Ishares Pfd And

ETFs
-202
- 0.6%
$30.67 - $32.13 $6.2K - $6.49K
33.7K $1.06M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-264
- 2.05%
$25.29 - $28.33 $6.68K - $7.48K
12.6K $351K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-4.28K
- 10.34%
$24.38 - $30.89 $104K - $132K
37.1K $1.14M
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