Crestwood Advisors Group, LLC Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$5.3B

Holdings

495

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (495 positions)

StockValue
AAPLAPPLE INC COM
$329.1M
MSFTMICROSOFT CORP COM
$209.9M
AMZNAMAZON COM INC COM
$180.2M
FISVFISERV INC COM
$144.7M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$137.9M
GOOGLALPHABET INC CAP STK CL A
$123.6M
VVISA INC COM CL A
$120.5M
METAMETA PLATFORMS INC CL A
$110.9M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$100.9M
BKNGBOOKING HOLDINGS INC COM
$92.3M
CRMSALESFORCE INC COM
$80.4M
AQLTISHARES U.S. TREASURY BOND ETF
$77.8M
HONHONEYWELL INTL INC COM
$74.7M
MUBISHARES NATIONAL MUNI BOND ETF
$73.3M
COSTCOSTCO WHSL CORP NEW COM
$72.4M
BXBLACKSTONE INC COM
$70.9M
HDHOME DEPOT INC COM
$69.5M
IVVISHARES CORE S&P 500 ETF
$67.8M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$66.0M
DHRDANAHER CORPORATION COM
$65.8M
VTEBVANGUARD TAX-EXEMPT BOND ETF
$65.0M
ACNACCENTURE PLC IRELAND SHS CLASS A
$64.9M
JMEEJPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
$63.6M
JNJJOHNSON & JOHNSON COM
$62.7M
JPMJPMORGAN CHASE & CO. COM
$61.7M
HLTHILTON WORLDWIDE HLDGS INC COM
$60.9M
TJXTJX COS INC NEW COM
$60.7M
GOOGALPHABET INC CAP STK CL C
$57.0M
TMOTHERMO FISHER SCIENTIFIC INC COM
$56.1M
XYLXYLEM INC COM
$55.9M
ADBEADOBE INC COM
$55.9M
NVDANVIDIA CORPORATION COM
$53.5M
ROPROPER TECHNOLOGIES INC COM
$53.0M
AMATAPPLIED MATLS INC COM
$50.9M
SCHWSCHWAB CHARLES CORP COM
$50.2M
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$49.7M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$44.7M
VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF
$42.4M
SPGIS&P GLOBAL INC COM
$40.7M
MCXMCCORMICK & CO INC COM NON VTG
$40.1M
QCOMQUALCOMM INC COM
$37.6M
KLACKLA CORP COM NEW
$35.8M
ZTSZOETIS INC CL A
$35.5M
KMIKINDER MORGAN INC DEL COM
$35.1M
KVUEKENVUE INC COM
$35.0M
MAMASTERCARD INCORPORATED CL A
$34.0M
QLTYGMO U.S. QUALITY ETF SHS
$32.7M
AVGOBROADCOM INC COM
$32.7M
CMECME GROUP INC COM
$32.4M
SPYSPDR S&P 500 ETF TRUST
$32.3M
AZNASTRAZENECA PLC SPONSORED ADR
$31.8M
AQLTISHARES CORE MSCI EAFE ETF
$31.7M
SHWSHERWIN WILLIAMS CO COM
$30.6M
LLYELI LILLY & CO COM
$30.5M
APHAMPHENOL CORP NEW CL A
$29.1M
VOOVANGUARD S&P 500 ETF
$29.1M
MTDMETTLER TOLEDO INTERNATIONAL COM
$28.8M
XLEENERGY SELECT SECTOR SPDR FUND
$27.7M
XMHQINVESCO S&P MIDCAP QUALITY ETF
$27.2M
PGPROCTER AND GAMBLE CO COM
$26.9M
PWRQUANTA SVCS INC COM
$26.2M
ORCLORACLE CORP COM
$25.5M
ABBVABBVIE INC COM
$25.0M
LRCXLAM RESEARCH CORP COM NEW
$24.7M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$24.3M
MRSHMARSH & MCLENNAN COS INC COM
$24.1M
IQVIQVIA HLDGS INC COM
$23.1M
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$22.3M
URIUNITED RENTALS INC COM
$22.2M
SYKSTRYKER CORPORATION COM
$21.9M
BACBANK AMERICA CORP COM
$21.6M
STZCONSTELLATION BRANDS INC CL A
$21.3M
OLEDUNIVERSAL DISPLAY CORP COM
$18.3M
TXNTEXAS INSTRS INC COM
$17.5M
DEODIAGEO PLC SPON ADR NEW
$16.9M
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$16.9M
SEICSEI INVTS CO COM
$16.1M
NXPINXP SEMICONDUCTORS N V COM
$15.9M
XOMEXXON MOBIL CORP COM
$15.6M
IWVISHARES RUSSELL 3000 ETF
$13.8M
PANWPALO ALTO NETWORKS INC COM
$13.3M
WMBWILLIAMS COS INC COM
$13.2M
EWEDWARDS LIFESCIENCES CORP COM
$12.9M
MFCMANULIFE FINL CORP COM
$12.9M
CVXCHEVRON CORP NEW COM
$12.7M
ABTABBOTT LABS COM
$12.2M
CHDCHURCH & DWIGHT CO INC COM
$12.1M
NDQINVESCO QQQ TRUST SERIES I
$12.0M
SFSTIFEL FINL CORP COM
$12.0M
CSCOCISCO SYS INC COM
$11.3M
IYEISHARES U.S. ENERGY ETF
$10.9M
PEPPEPSICO INC COM
$10.7M
IJRISHARES CORE S&P SMALL CAP ETF
$10.4M
KOCOCA COLA CO COM
$10.4M
MCDMCDONALDS CORP COM
$10.3M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$10.0M
MRKMERCK & CO INC COM
$9.9M
JJACOBS SOLUTIONS INC COM
$9.7M
STAGSTAG INDL INC COM
$9.6M
EFAISHARES MSCI EAFE ETF
$9.4M
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