Crestwood Advisors Group, LLC Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$2.0B

Holdings

224

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (224 positions)

StockValue
AAPLAPPLE INC COM
$105.0M
MSFTMICROSOFT CORP COM
$98.9M
MUBISHARES NATIONAL MUNI BOND ETF
$88.7M
VVISA INC COM CL A
$58.4M
AMZNAMAZON COM INC COM
$54.8M
SPYSPDR S&P 500 ETF
$51.0M
JNJJOHNSON & JOHNSON COM
$47.2M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$39.5M
STTSTATE STR CORP COM
$38.6M
GOOGLALPHABET INC CAP STK CL A
$37.9M
LMTLOCKHEED MARTIN CORP COM
$34.7M
CSCOCISCO SYS INC COM
$34.7M
RMERESMED INC COM
$32.4M
BXBLACKSTONE GROUP INC COM CL A
$31.2M
EFAISHARES MSCI EAFE ETF
$30.6M
GOOGALPHABET INC CAP STK CL C
$30.2M
BACBK OF AMERICA CORP COM
$29.7M
TJXTJX COS INC NEW COM
$29.4M
JPINJPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF
$29.0M
SHWSHERWIN WILLIAMS CO COM
$28.8M
JPMJPMORGAN CHASE & CO COM
$28.0M
MCXMCCORMICK & CO INC COM NON VTG
$27.9M
8CWCROWN CASTLE INTL CORP NEW COM
$27.6M
MDTMEDTRONIC PLC SHS
$26.9M
SLYSPDR S&P 600 SMALL CAP ETF
$26.3M
METAFACEBOOK INC CL A
$26.3M
PEPPEPSICO INC COM
$25.6M
SYKSTRYKER CORPORATION COM
$25.3M
DHRDANAHER CORPORATION COM
$24.9M
COSTCOSTCO WHSL CORP NEW COM
$23.9M
IBBISHARES NASDAQ BIOTECHNOLOGY INDEX FUND
$23.7M
AQLTISHARES CORE MSCI EAFE ETF
$23.7M
USMVISHARES EDGE MSCI MIN VOL USA ETF
$23.2M
ZTSZOETIS INC CL A
$23.1M
CVSCVS HEALTH CORP COM
$22.9M
FISVFISERV INC COM
$22.3M
FTVFORTIVE CORP COM
$21.2M
BKIEURBLACK KNIGHT INC COM
$21.0M
ACNACCENTURE PLC IRELAND SHS CLASS A
$20.8M
HDHOME DEPOT INC COM
$20.1M
STZCONSTELLATION BRANDS INC CL A
$19.8M
DISDISNEY WALT CO COM DISNEY
$19.6M
ADBEADOBE INC COM
$18.9M
PGPROCTER AND GAMBLE CO COM
$17.0M
CLCOLGATE PALMOLIVE CO COM
$16.6M
EEMISHARES MSCI EMERGING MARKETS ETF
$16.0M
BKNGBOOKING HOLDINGS INC COM
$15.7M
HONHONEYWELL INTL INC COM
$15.4M
MRSHMARSH & MCLENNAN COS INC COM
$15.4M
SCHWSCHWAB CHARLES CORP COM
$15.4M
TRVTRAVELERS COMPANIES INC COM
$15.4M
TFISPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF
$14.5M
APHAMPHENOL CORP NEW CL A
$13.3M
STSENSATA TECHNOLOGIES HLDNG PLC SHS
$13.3M
IGSBISHARES SHORT-TERM CORPORATE BOND ETF
$12.8M
IVVISHARES CORE S&P 500 ETF
$12.5M
TTDTHE TRADE DESK INC COM CL A
$11.8M
MRKMERCK & CO. INC COM
$11.0M
SHMSPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF
$11.0M
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF
$10.5M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$9.5M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$9.5M
IJRISHARES S&P SMALL-CAP FUND
$9.4M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$9.3M
VNQVANGUARD REAL ESTATE ETF
$9.1M
ABTABBOTT LABS COM
$8.7M
GQ9SPDR GOLD SHARES
$8.5M
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$8.5M
MAMASTERCARD INCORPORATED CL A
$8.1M
NDQINVESCO QQQ TRUST
$8.0M
RTXRAYTHEON TECHNOLOGIES CORP COM
$7.6M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$7.6M
VOOVANGUARD S&P 500 ETF
$7.5M
ORCLORACLE CORP COM
$7.3M
KOCOCA COLA CO COM
$7.1M
SBUXSTARBUCKS CORP COM
$6.8M
BACVERIZON COMMUNICATIONS INC COM
$6.8M
WMBWILLIAMS COS INC COM
$6.5M
WFCWELLS FARGO CO NEW COM
$6.4M
4I1PHILIP MORRIS INTL INC COM
$6.2M
PYPLPAYPAL HLDGS INC COM
$5.9M
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$5.4M
CVXCHEVRON CORP NEW COM
$5.4M
URIUNITED RENTALS INC COM
$5.3M
AMTAMERICAN TOWER CORP NEW COM
$5.1M
MCDMCDONALDS CORP COM
$4.6M
TAT&T INC COM
$4.3M
XOMEXXON MOBIL CORP COM
$4.2M
COFCAPITAL ONE FINL CORP COM
$3.9M
CUECUE BIOPHARMA INC COM
$3.8M
NKENIKE INC CL B
$3.8M
SEICSEI INVTS CO COM
$3.6M
VOVANGUARD MID-CAP INDEX FUND
$3.5M
CBRECBRE GROUP INC CL A
$3.4M
SHOPSHOPIFY INC CL A
$3.2M
NOWSERVICENOW INC COM
$3.2M
VBVANGUARD SMALL-CAP INDEX FUND
$3.2M
LULULULULEMON ATHLETICA INC COM
$2.8M
ILCBISHARES MORNINGSTAR LARGE-CAP ETF
$2.6M
ULUNILEVER PLC SPON ADR NEW
$2.5M
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