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 |
|---|---|
COFCAPITAL ONE FINL CORP COM | $722K |
TAT&T INC COM | $717K |
BACVERIZON COMMUNICATIONS INC COM | $703K |
EBCEASTERN BANKSHARES INC COM | $689K |
AZOAUTOZONE INC COM | $687K |
UBERUBER TECHNOLOGIES INC COM | $686K |
2L9BLUEPRINT MEDICINES CORP COM | $675K |
HEESEURH & E EQUIPMENT SERVICES INC COM | $670K |
DUKDUKE ENERGY CORP NEW COM NEW | $659K |
PAYCPAYCOM SOFTWARE INC COM | $648K |
VISVANGUARD INDUSTRIALS ETF | $645K |
AQLTISHARES SELECT DIVIDEND ETF | $640K |
CMICUMMINS INC COM | $635K |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $628K |
ONEWONEWATER MARINE INC CL A COM | $625K |
MDTMEDTRONIC PLC SHS | $623K |
YUMYUM BRANDS INC COM | $622K |
PHOINVESCO WATER RESOURCES ETF | $592K |
VBRVANGUARD SMALL CAP VALUE ETF | $590K |
IWDISHARES RUSSELL 1000 VALUE ETF | $585K |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $580K |
AKXANSYS INC COM | $579K |
FASTFASTENAL CO COM | $575K |
ISTBISHARES CORE 1-5 YEAR USD BOND ETF | $574K |
ETRENTERGY CORP NEW COM | $571K |
MTBM & T BK CORP COM | $569K |
AROCARCHROCK INC COM | $561K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $559K |
SONOSONOS INC COM | $554K |
EDCONSOLIDATED EDISON INC COM | $544K |
HXLHEXCEL CORP NEW COM | $536K |
EPDENTERPRISE PRODS PARTNERS L P COM | $532K |
KKRKKR & CO INC COM | $531K |
STLDSTEEL DYNAMICS INC COM | $530K |
INTCINTEL CORP COM | $529K |
VFHVANGUARD FINANCIALS ETF | $520K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $518K |
IAU*ISHARES GOLD TRUST | $517K |
DDDUPONT DE NEMOURS INC COM | $510K |
SWKSTANLEY BLACK & DECKER INC COM | $507K |
CSLCARLISLE COS INC COM | $506K |
CITHE CIGNA GROUP COM | $501K |
GWWGRAINGER W W INC COM | $499K |
SAPSAP SE SPON ADR | $475K |
LHXL3HARRIS TECHNOLOGIES INC COM | $475K |
CTVACORTEVA INC COM | $472K |
VDEVANGUARD ENERGY ETF | $468K |
HEIHEICO CORP NEW CL A | $465K |
RGENREPLIGEN CORP COM | $464K |
LULULULULEMON ATHLETICA INC COM | $462K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $461K |
UHTUNIVERSAL HEALTH RLTY INCOME T SH BEN INT | $460K |
METMETLIFE INC COM | $458K |
ELVELEVANCE HEALTH INC COM | $458K |
QQQMINVESCO NASDAQ 100 ETF | $452K |
LYTSLSI INDS INC OHIO COM | $451K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $450K |
AIGAMERICAN INTL GROUP INC COM NEW | $444K |
DDOMINION ENERGY INC COM | $441K |
VHTVANGUARD HEALTH CARE ETF | $440K |
TMUST-MOBILE US INC COM | $436K |
WPCWP CAREY INC COM | $434K |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $433K |
DSIISHARES ESG MSCI KLD 400 ETF | $432K |
ESEVERSOURCE ENERGY COM | $429K |
TRVTRAVELERS COMPANIES INC COM | $428K |
SRESEMPRA COM | $414K |
GIB/ACGI INC CL A SUB VTG | $412K |
ANETARISTA NETWORKS INC COM SHS | $409K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $409K |
BALLBALL CORP COM | $403K |
CMSCMS ENERGY CORP COM | $401K |
DECKDECKERS OUTDOOR CORP COM | $397K |
WATWATERS CORP COM | $396K |
VEEVVEEVA SYS INC CL A COM | $391K |
APDAIR PRODS & CHEMS INC COM | $391K |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $390K |
CMCANADIAN IMPERIAL BK COMM COM | $389K |
MCKMCKESSON CORP COM | $386K |
NYFISHARES NEW YORK MUNI BOND ETF | $386K |
VRSKVERISK ANALYTICS INC COM | $381K |
CNRCANADIAN NATL RY CO COM | $378K |
CIVICIVITAS RESOURCES INC COM NEW | $376K |
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | $376K |
HSYHERSHEY CO COM | $363K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $360K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $360K |
NVONOVO-NORDISK A S ADR | $357K |
ODFLOLD DOMINION FREIGHT LINE INC COM | $356K |
FTNTFORTINET INC COM | $351K |
IDXXIDEXX LABS INC COM | $348K |
NDAQNASDAQ INC COM | $347K |
VLOVALERO ENERGY CORP COM | $345K |
MNSTMONSTER BEVERAGE CORP NEW COM | $343K |
NUENUCOR CORP COM | $343K |
PCARPACCAR INC COM | $342K |
THCTENET HEALTHCARE CORP COM NEW | $339K |
WSOWATSCO INC COM | $337K |
OTISOTIS WORLDWIDE CORP COM | $337K |
GISGENERAL MLS INC COM | $333K |