Crestwood Advisors Group, LLC Q1 2021 Filing
Filed April 21, 2021
Portfolio Value
$3.2B
Holdings
262
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (262 positions)
| Stock | Value |
|---|---|
VGSHVANGUARD SHORT-TERM GOVERNMENT BOND ETF | $397K |
BMYBRISTOL-MYERS SQUIBB CO COM | $392K |
DSIISHARES MSCI KLD 400 SOCIAL ETF | $373K |
UNHUNITEDHEALTH GROUP INC COM | $359K |
NYFISHARES NEW YORK MUNI BOND ETF | $355K |
HRCHILL ROM HLDGS INC COM | $354K |
BEPCBROOKFIELD RENEWABLE CORP CL A SUB VTG | $353K |
AWCAMERICAN WTR WKS CO INC NEW COM | $339K |
AVGOBROADCOM INC COM | $339K |
VFHVANGUARD FINANCIALS INDEX FUND | $336K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $336K |
MDYSPDR S&P MIDCAP 400 ETF | $325K |
ADPAUTOMATIC DATA PROCESSING INC COM | $321K |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $321K |
AKXANSYS INC COM | $318K |
SUSAISHARES MSCI USA ESG SELECT ETF | $305K |
CMPRCIMPRESS PLC SHS EURO | $300K |
BLKCHFBLACKROCK INC COM | $296K |
UPSUNITED PARCEL SERVICE INC CL B | $291K |
VHTVANGUARD HEALTH CARE INDEX FUND | $291K |
MKLMARKEL CORP COM | $285K |
GISGENERAL MLS INC COM | $281K |
ISRGINTUITIVE SURGICAL INC COM NEW | $279K |
SRESEMPRA ENERGY COM | $279K |
DKNG1USDDRAFTKINGS INC COM CL A | $276K |
NOCNORTHROP GRUMMAN CORP COM | $270K |
IVEISHARES S&P 500 VALUE ETF | $268K |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $266K |
NTNXNUTANIX INC CL A | $266K |
UMHUMH PPTYS INC COM | $266K |
CHWYCHEWY INC CL A | $264K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $259K |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $258K |
ATVIEURACTIVISION BLIZZARD INC COM | $256K |
IOVAIOVANCE BIOTHERAPEUTICS INC COM | $253K |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $252K |
PHOINVESCO WATER RESOURCES ETF | $252K |
BOHBANK HAWAII CORP COM | $251K |
QDFFLEXSHARES QUALITY DIVIDEND INDEX FUND | $246K |
ORLYOREILLY AUTOMOTIVE INC COM | $242K |
ECLECOLAB INC COM | $238K |
STAGSTAG INDL INC COM | $236K |
SCHZSCHWAB US AGGREGATE BOND ETF | $234K |
OKTAOKTA INC CL A | $232K |
XYZSQUARE INC CL A | $221K |
FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | $220K |
LRCXEURLAM RESEARCH CORP COM | $219K |
YUMCYUM CHINA HLDGS INC COM | $217K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $214K |
T77LENDINGTREE INC NEW COM | $213K |
SNOWSNOWFLAKE INC CL A | $207K |
VNTVONTIER CORPORATION COM | $207K |
CMFISHARES CALIFORNIA MUNI BOND ETF | $204K |
BNLBROADSTONE NET LEASE INC COM | $184K |
CGENCOMPUGEN LTD ORD | $172K |
FFORD MTR CO DEL COM | $130K |
AGENEURAGENUS INC COM NEW | $113K |
ISREURISORAY INC COM | $60K |
—ZILLOW GROUP INC | $50K |
DAKTDaktari | $41K |
HTTQUDIAN INC ADR | $27K |
—PALATIN TECHNOLOGIES INC COM PAR $ .01 | $14K |
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