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
VOT
Vanguard Mid Cap Growth Index

ETFs
-263
- 2.3%
$282.75 - $294.19 $74.4K - $77.4K
11.2K $3.29M
COP
Conocophillips

Energy
-27
- 0.36%
$91.0 - $98.99 $2.46K - $2.67K
7.48K $707K
SONY
Sony Group Corp

Technology
-54
- 0.41%
$23.92 - $30.07 $1.29K - $1.62K
13.1K $376K
VT
Vanguard Total World Stk Index

ETFs
-255
- 2.99%
$128.41 - $138.03 $32.7K - $35.2K
8.26K $1.14M
QLV
Flexshares Us Quality Low Vola

ETFs
-216
- 1.19%
$67.98 - $71.94 $14.7K - $15.5K
18K $1.3M
RJF
Raymond James Financial Inc

Financial Services
-586
- 7.07%
$154.64 - $176.43 $90.6K - $103K
7.71K $1.33M
LYTS
Lsi Industries Inc

Technology
-3.13K
- 15.07%
$17.36 - $23.83 $54.3K - $74.5K
17.6K $413K
CVS
Cvs Health Corp

Healthcare
-646
- 3.56%
$58.75 - $76.5 $38K - $49.4K
17.5K $1.32M
PATK
Patrick Industries Inc

Consumer Cyclical
-1.23K
- 6.37%
$95.3 - $116.04 $117K - $142K
18K $1.86M
C
Citigroup Inc

Financial Services
-822
- 7.63%
$85.57 - $103.49 $70.3K - $85.1K
9.96K $1.01M
ITW
Illinois Tool Works Inc

Industrials
-48
- 0.56%
$252.31 - $269.41 $12.1K - $12.9K
8.6K $2.24M
KEYS
Keysight Technologies, Inc.

Technology
-1.07K
- 4.03%
$158.51 - $178.15 $170K - $191K
25.5K $4.46M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-5
- 0.07%
$148.97 - $165.88 $745 - $829
7.68K $1.26M
CDNS
Cadence Design Systems Inc

Technology
-155
- 4.1%
$309.46 - $373.37 $48K - $57.9K
3.62K $1.27M
IVE
Ishares S&P 500 Value ETF

ETFs
-66
- 0.61%
$194.44 - $206.51 $12.8K - $13.6K
10.8K $2.24M
LMT
Lockheed Martin Corp

Industrials
-110
- 2.2%
$410.74 - $499.21 $45.2K - $54.9K
4.88K $2.44M
MRK
Merck & Co., Inc.

Healthcare
-4.67K
- 4.23%
$77.6 - $87.37 $363K - $408K
106K $8.88M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-33
- 0.13%
$72.65 - $78.68 $2.4K - $2.6K
25.4K $1.99M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-5
- 0.06%
$236.25 - $257.69 $1.18K - $1.29K
8.84K $2.27M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-180
- 2.05%
$567.09 - $607.37 $102K - $109K
8.62K $5.13M
EA
Electronic Arts Inc.

Communication Services
-684
- 9.79%
$147.79 - $202.05 $101K - $138K
6.31K $1.27M
HBAN
Huntington Bancshares Inc

Financial Services
-1.6K
- 0.4%
$15.87 - $17.88 $25.3K - $28.5K
392K $6.78M
SCHW
Schwab Charles Corp

Financial Services
-4.13K
- 3.03%
$91.03 - $98.69 $376K - $408K
132K $12.6M
IBB
Ishares Biotechnology ETF

ETFs
-358
- 2.48%
$127.63 - $144.37 $45.7K - $51.7K
14.1K $2.03M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-60
- 0.24%
$131.47 - $143.64 $7.89K - $8.62K
25.1K $3.55M
ENTG
Entegris Inc

Technology
-1.12K
- 4.15%
$72.03 - $95.97 $80.8K - $108K
25.9K $2.39M
BOTZ
Global X Fds

ETFs
-1.25K
- 1.28%
$32.14 - $35.96 $40.2K - $45K
96.6K $3.42M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-18
- 0.26%
$284.45 - $324.95 $5.12K - $5.85K
6.8K $2.17M
PHM
Pultegroup Inc

Consumer Cyclical
-74
- 0.8%
$108.0 - $141.42 $7.99K - $10.5K
9.22K $1.22M
NOC
Northrop Grumman Corp

Industrials
-80
- 2.9%
$498.9 - $609.32 $39.9K - $48.7K
2.68K $1.63M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-247
- 0.58%
$85.66 - $92.67 $21.2K - $22.9K
42.7K $3.94M
GTLS
Chart Industries Inc

Industrials
-35
- 0.41%
$162.6 - $200.28 $5.69K - $7.01K
8.47K $1.7M
XLK
Technology Sector Spdr

ETFs
-596
- 3.66%
$250.97 - $282.66 $150K - $168K
15.7K $4.42M
VB
Vanguard Small Cap ETF

ETFs
-1.07K
- 3.16%
$237.58 - $259.17 $253K - $277K
32.8K $8.33M
ROBO
Robo Global Robotics And Autom

ETFs
-95
- 0.16%
$59.49 - $67.23 $5.65K - $6.39K
58.9K $3.86M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.31K
- 1.09%
$87.29 - $93.61 $115K - $123K
120K $11.2M
NEE
Nextera Energy Inc

Utilities
-4.28K
- 3.65%
$69.77 - $77.54 $299K - $332K
113K $8.52M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-24
- 0.11%
$89.32 - $107.82 $2.14K - $2.59K
22.8K $2.46M
IEFA
Ishares Tr

ETFs
-13.7K
- 3.22%
$81.7 - $87.53 $1.12M - $1.2M
411K $35.9M
GE
General Electric CO

Industrials
-115
- 0.88%
$244.75 - $305.63 $28.1K - $35.1K
12.9K $3.88M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.15K
- 3.86%
$108.46 - $120.63 $450K - $501K
103K $12.3M
BAC
Bank Of America Corp

Financial Services
-30.2K
- 5.83%
$44.92 - $52.42 $1.36M - $1.58M
488K $25.2M
NXPI
Nxp Semiconductors N.V.

Technology
-2
- -0.0%
$205.16 - $239.07 $410 - $478
83.2K $19M
SF
Stifel Financial Corp

Financial Services
-120
- 0.09%
$105.26 - $116.4 $12.6K - $14K
127K $14.4M
PWR
Quanta Services, Inc.

Industrials
-786
- 0.77%
$372.29 - $421.68 $293K - $331K
101K $41.8M
JPM
Jpmorgan Chase & CO

Financial Services
-6.27K
- 2.5%
$282.78 - $316.06 $1.77M - $1.98M
245K $77.2M
HD
Home Depot, Inc.

Consumer Cyclical
-4.6K
- 2.47%
$357.4 - $423.42 $1.64M - $1.95M
182K $73.6M
AMAT
Applied Materials Inc

Technology
-9.64K
- 2.77%
$156.25 - $204.95 $1.51M - $1.98M
338K $69.2M
XYL
Xylem Inc.

Industrials
-12.6K
- 2.72%
$129.67 - $147.5 $1.64M - $1.86M
451K $66.5M
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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