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
MUMICRON TECHNOLOGY INC COM
$332K
NVSNNOVARTIS AG SPONSORED ADR
$331K
MAINMAIN STR CAP CORP COM
$331K
SONYSONY GROUP CORP SPONSORED ADR
$329K
ANAUTONATION INC COM
$327K
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$325K
VDCVANGUARD CONSUMER STAPLES ETF
$325K
ABGCENCORA INC COM
$322K
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$320K
ABNBAIRBNB INC COM CL A
$318K
XLUUTILITIES SELECT SECTOR SPDR FUND
$318K
SOSOUTHERN CO COM
$318K
BIPCBROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A
$317K
ALSALLSTATE CORP COM
$314K
DELLDELL TECHNOLOGIES INC CL C
$311K
PLDPROLOGIS INC. COM
$309K
PCGPG&E CORP COM
$307K
IWNISHARES RUSSELL 2000 VALUE ETF
$304K
IVOOVANGUARD S&P MID-CAP 400 ETF
$303K
HOLXHOLOGIC INC COM
$302K
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$300K
VVVANGUARD LARGE-CAP ETF
$299K
MCOMOODYS CORP COM
$298K
MSCIMSCI INC COM
$296K
REGNREGENERON PHARMACEUTICALS COM
$296K
PYPLPAYPAL HLDGS INC COM
$292K
TDYTELEDYNE TECHNOLOGIES INC COM
$290K
GGGGRACO INC COM
$290K
LIILENNOX INTL INC COM
$289K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$289K
USBUS BANCORP DEL COM NEW
$286K
ONON SEMICONDUCTOR CORP COM
$284K
FDXFEDEX CORP COM
$284K
TDTORONTO DOMINION BK ONT COM NEW
$282K
CMGCHIPOTLE MEXICAN GRILL INC COM
$281K
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$281K
LHLABCORP HOLDINGS INC COM SHS
$280K
AFLAFLAC INC COM
$279K
T7DTRANSDIGM GROUP INC COM
$275K
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
$275K
IWRISHARES RUSSELL MIDCAP ETF
$273K
CHEFCHEFS WHSE INC COM
$272K
CITCINTAS CORP COM
$270K
SNPSSYNOPSYS INC COM
$269K
CEGCONSTELLATION ENERGY CORP COM
$265K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$265K
HASHASBRO INC COM
$263K
FFIVF5 INC COM
$263K
SLBSCHLUMBERGER LTD COM STK
$255K
UMHUMH PPTYS INC COM
$254K
WRBBERKLEY W R CORP COM
$254K
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
$250K
IRMIRON MTN INC DEL COM
$247K
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$247K
TXRHTEXAS ROADHOUSE INC COM
$245K
JCIJOHNSON CTLS INTL PLC SHS
$245K
WBAWALGREENS BOOTS ALLIANCE INC COM
$244K
CMACOMERICA INC COM
$240K
ADSKAUTODESK INC COM
$240K
NVRNVR INC COM
$239K
SCHASCHWAB U.S. SMALL-CAP ETF
$237K
BOHBANK HAWAII CORP COM
$235K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$234K
CSGPCOSTAR GROUP INC COM
$233K
VNQVANGUARD REAL ESTATE ETF
$233K
DTEDTE ENERGY CO COM
$232K
PAYXPAYCHEX INC COM
$229K
PEOEXELON CORP COM
$228K
MPWRMONOLITHIC PWR SYS INC COM
$224K
EIDOISHARES MSCI INDONESIA ETF
$218K
RBCRBC BEARINGS INC COM
$217K
BRBROADRIDGE FINL SOLUTIONS INC COM
$217K
BDXBECTON DICKINSON & CO COM
$215K
CTEFEA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
$215K
HIGHARTFORD INSURANCE GROUP INC COM
$212K
PNCPNC FINL SVCS GROUP INC COM
$209K
EXASEXACT SCIENCES CORP COM
$209K
MSEXMIDDLESEX WTR CO COM
$208K
PRIPRIMERICA INC COM
$207K
RUNSUNRUN INC COM
$205K
DASHDOORDASH INC CL A
$205K
XELXCEL ENERGY INC COM
$200K
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF
$168K
FFORD MTR CO COM
$143K
UMCUNITED MICROELECTRONICS CORP SPON ADR NEW
$128K
GECCGREAT ELM CAP CORP COM NEW
$128K
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK
$119K
VTRSVIATRIS INC COM
$93K
NAGENIAGEN BIOSCIENCE INC COM NEW
$82K
IBRXIMMUNITYBIO INC COM
$67K
PRMEPRIME MEDICINE INC COM
$63K
LPLLG DISPLAY CO LTD SPONS ADR REP
$45K
WITWIPRO LTD SPON ADR 1 SH
$43K
DAKTDaktari
$41K
VGASWVERDE CLEAN FUELS INC WT EXP 021528
$13K
PreviousPage 5 of 5