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)
| Stock | Value |
|---|---|
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.2B |
TTTRANE TECHNOLOGIES PLC SHS | $9.1B |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $9.1B |
NOWSERVICENOW INC COM | $8.7B |
FTVFORTIVE CORP COM | $8.5B |
ADIANALOG DEVICES INC COM | $8.4B |
BSXBOSTON SCIENTIFIC CORP COM | $8.2B |
NEENEXTERA ENERGY INC COM | $8.2B |
VOVANGUARD MID-CAP ETF | $8.1B |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $8.0B |
LAZLAZARD INC COM | $7.8B |
CMCSACOMCAST CORP NEW CL A | $7.8B |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $7.7B |
GSGOLDMAN SACHS GROUP INC COM | $7.6B |
CATCATERPILLAR INC COM | $7.5B |
VBVANGUARD SMALL-CAP ETF | $7.4B |
DISDISNEY WALT CO COM | $7.4B |
TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF | $7.1B |
IBMINTERNATIONAL BUSINESS MACHS COM | $6.1B |
INDBINDEPENDENT BK CORP MASS COM | $6.0B |
HBANHUNTINGTON BANCSHARES INC COM | $5.9B |
AKAMAKAMAI TECHNOLOGIES INC COM | $5.9B |
IJHISHARES CORE S&P MID-CAP ETF | $5.4B |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $5.1B |
VTIVANGUARD TOTAL STOCK MARKET ETF | $5.0B |
MDLZMONDELEZ INTL INC CL A | $5.0B |
VRTXVERTEX PHARMACEUTICALS INC COM | $5.0B |
AMTAMERICAN TOWER CORP NEW COM | $4.9B |
EMREMERSON ELEC CO COM | $4.9B |
WMTWALMART INC COM | $4.8B |
KMBKIMBERLY-CLARK CORP COM | $4.7B |
SBUXSTARBUCKS CORP COM | $4.6B |
EOGEOG RES INC COM | $4.6B |
WFCWELLS FARGO CO NEW COM | $4.6B |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $4.5B |
SHOPSHOPIFY INC CL A SUB VTG SHS | $4.4B |
ARCCARES CAPITAL CORP COM | $4.4B |
ECLECOLAB INC COM | $4.4B |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $4.4B |
IWFISHARES RUSSELL 1000 GROWTH ETF | $4.3B |
TTDTHE TRADE DESK INC COM CL A | $4.2B |
SCHBSCHWAB U.S. BROAD MARKET ETF | $4.1B |
ETNEATON CORP PLC SHS | $4.1B |
KEYSKEYSIGHT TECHNOLOGIES INC COM | $3.9B |
KVYOKLAVIYO INC COM SER A | $3.9B |
AONAON PLC SHS CL A | $3.8B |
VTVANGUARD TOTAL WORLD STOCK ETF | $3.7B |
VLTOVERALTO CORP COM SHS | $3.7B |
RAREULTRAGENYX PHARMACEUTICAL INC COM | $3.6B |
NTNXNUTANIX INC CL A | $3.5B |
NFLXNETFLIX INC COM | $3.5B |
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF | $3.5B |
PFEPFIZER INC COM | $3.5B |
RTXRTX CORPORATION COM | $3.4B |
SHMSPDR NUVEEN BLMBG ST MUNBD ETF | $3.4B |
8CWCROWN CASTLE INC COM | $3.4B |
AMGNAMGEN INC COM | $3.4B |
VBKVANGUARD SMALL-CAP GROWTH ETF | $3.3B |
CBRECBRE GROUP INC CL A | $3.3B |
CLCOLGATE PALMOLIVE CO COM | $3.3B |
ILCBISHARES MORNINGSTAR U.S. EQUITY ETF | $3.3B |
IWMISHARES RUSSELL 2000 ETF | $3.3B |
USFRWISDOMTREE FLOATING RATE TREASURY FUND | $3.3B |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $3.2B |
IIIINFORMATION SVCS GROUP INC COM | $3.2B |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $3.2B |
ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $3.2B |
WYWEYERHAEUSER CO MTN BE COM NEW | $3.0B |
4I1PHILIP MORRIS INTL INC COM | $3.0B |
WASHWASHINGTON TR BANCORP INC COM | $2.9B |
VOTVANGUARD MID-CAP GROWTH ETF | $2.9B |
UNHUNITEDHEALTH GROUP INC COM | $2.8B |
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $2.7B |
ENQENTEGRIS INC COM | $2.6B |
GEGE AEROSPACE COM NEW | $2.6B |
SPHQINVESCO S&P 500 QUALITY ETF | $2.5B |
ITWILLINOIS TOOL WKS INC COM | $2.5B |
IWBISHARES RUSSELL 1000 ETF | $2.5B |
JOYTJPMORGAN EQUITY FOCUS ETF | $2.5B |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $2.5B |
IATISHARES U.S. REGIONAL BANKS ETF | $2.5B |
VTVVANGUARD VALUE ETF | $2.4B |
SUSAISHARES MSCI USA ESG SELECT ETF | $2.4B |
PLMRPALOMAR HLDGS INC COM | $2.4B |
TSLATESLA INC COM | $2.4B |
UNPUNION PAC CORP COM | $2.3B |
BSVVANGUARD SHORT-TERM BOND ETF | $2.3B |
ISRGINTUITIVE SURGICAL INC COM NEW | $2.3B |
ORLYOREILLY AUTOMOTIVE INC COM | $2.3B |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $2.3B |
LMTLOCKHEED MARTIN CORP COM | $2.2B |
NGVCNATURAL GROCERS BY VITAMIN COT COM | $2.2B |
ICEINTERCONTINENTAL EXCHANGE INC COM | $2.1B |
LOWLOWES COS INC COM | $2.1B |
IVEISHARES S&P 500 VALUE ETF | $2.1B |
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $2.0B |
JPMALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044 | $2.0B |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $2.0B |
IUSVISHARES CORE S&P US VALUE ETF | $2.0B |
IBBISHARES BIOTECHNOLOGY ETF | $2.0B |