Crestwood Advisors Group, LLC Q2 2024 Filing

Filed August 1, 2024

Portfolio Value

$4.8B

Holdings

425

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (425 positions)

StockValue
AAPLAPPLE INC COM
$305.9M
MSFTMICROSOFT CORP COM
$281.8M
AMZNAMAZON COM INC COM
$162.3M
GOOGLALPHABET INC CAP STK CL A
$134.1M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$99.9M
FISVFISERV INC COM
$98.6M
AMATAPPLIED MATLS INC COM
$93.0M
VVISA INC COM CL A
$89.9M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$89.1M
TJXTJX COS INC NEW COM
$87.4M
COSTCOSTCO WHSL CORP NEW COM
$87.2M
DHRDANAHER CORPORATION COM
$82.9M
ADBEADOBE INC COM
$82.5M
HDHOME DEPOT INC COM
$79.4M
BKNGBOOKING HOLDINGS INC COM
$76.8M
CRMSALESFORCE INC COM
$75.4M
BXBLACKSTONE INC COM
$74.5M
HONHONEYWELL INTL INC COM
$74.5M
AQLTISHARES U.S. TREASURY BOND ETF
$70.5M
MUBISHARES NATIONAL MUNI BOND ETF
$69.1M
GOOGALPHABET INC CAP STK CL C
$67.9M
TMOTHERMO FISHER SCIENTIFIC INC COM
$66.8M
ACNACCENTURE PLC IRELAND SHS CLASS A
$65.2M
XYLXYLEM INC COM
$64.8M
VTEBVANGUARD TAX-EXEMPT BOND ETF
$59.0M
QCOMQUALCOMM INC COM
$58.7M
HLTHILTON WORLDWIDE HLDGS INC COM
$58.0M
JNJJOHNSON & JOHNSON COM
$56.7M
JPMJPMORGAN CHASE & CO. COM
$50.3M
SCHWSCHWAB CHARLES CORP COM
$49.7M
ROPROPER TECHNOLOGIES INC COM
$49.0M
IVVISHARES CORE S&P 500 ETF
$45.1M
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$44.0M
KLACKLA CORP COM NEW
$43.7M
FTVFORTIVE CORP COM
$39.9M
MCXMCCORMICK & CO INC COM NON VTG
$39.8M
ZTSZOETIS INC CL A
$38.4M
NVDANVIDIA CORPORATION COM
$36.9M
SHWSHERWIN WILLIAMS CO COM
$35.9M
SYKSTRYKER CORPORATION COM
$35.5M
SPGIS&P GLOBAL INC COM
$35.3M
MTDMETTLER TOLEDO INTERNATIONAL COM
$35.1M
VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF
$34.7M
STZCONSTELLATION BRANDS INC CL A
$34.5M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$34.3M
IQVIQVIA HLDGS INC COM
$33.9M
AQLTISHARES CORE MSCI EAFE ETF
$33.1M
APHAMPHENOL CORP NEW CL A
$32.4M
LLYELI LILLY & CO COM
$32.2M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$31.2M
XLEENERGY SELECT SECTOR SPDR FUND
$29.5M
KVUEKENVUE INC COM
$27.9M
OLEDUNIVERSAL DISPLAY CORP COM
$27.9M
QLTYGMO U.S. QUALITY ETF
$27.8M
DISDISNEY WALT CO COM
$27.1M
PWRQUANTA SVCS INC COM
$26.8M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$26.4M
AVGOBROADCOM INC COM
$25.7M
PGPROCTER AND GAMBLE CO COM
$25.7M
ORCLORACLE CORP COM
$25.7M
SPYSPDR S&P 500 ETF TRUST
$25.6M
VOOVANGUARD S&P 500 ETF
$25.6M
KMIKINDER MORGAN INC DEL COM
$25.2M
URIUNITED RENTALS INC COM
$23.9M
NXPINXP SEMICONDUCTORS N V COM
$23.0M
8CWCROWN CASTLE INC COM
$23.0M
BACBANK AMERICA CORP COM
$21.5M
MRSHMARSH & MCLENNAN COS INC COM
$21.5M
EWEDWARDS LIFESCIENCES CORP COM
$20.1M
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$18.9M
ABBVABBVIE INC COM
$18.7M
XOMEXXON MOBIL CORP COM
$15.3M
MRKMERCK & CO INC COM
$15.1M
IWVISHARES RUSSELL 3000 ETF
$13.4M
PEPPEPSICO INC COM
$12.5M
CVXCHEVRON CORP NEW COM
$12.0M
MFCMANULIFE FINL CORP COM
$11.7M
IYEISHARES U.S. ENERGY ETF
$11.6M
CHDCHURCH & DWIGHT CO INC COM
$11.4M
IJRISHARES CORE S&P SMALL CAP ETF
$11.4M
JJACOBS SOLUTIONS INC COM
$11.2M
EFAISHARES MSCI EAFE ETF
$11.1M
SFSTIFEL FINL CORP COM
$10.8M
PANWPALO ALTO NETWORKS INC COM
$10.8M
NDQINVESCO QQQ TRUST SERIES I
$10.6M
STAGSTAG INDL INC COM
$10.6M
VNQVANGUARD REAL ESTATE ETF
$10.3M
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$10.2M
WMBWILLIAMS COS INC COM
$9.8M
CMCSACOMCAST CORP NEW CL A
$9.8M
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$9.7M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$9.5M
ABTABBOTT LABS COM
$9.0M
TTTRANE TECHNOLOGIES PLC SHS
$8.7M
CSCOCISCO SYS INC COM
$8.5M
TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
$8.5M
KOCOCA COLA CO COM
$8.3M
NOWSERVICENOW INC COM
$8.3M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$8.1M
NEENEXTERA ENERGY INC COM
$7.9M
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