Crestwood Advisors Group, LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$5.6B
Holdings
530
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (530 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $298.4M |
MSFTMICROSOFT CORP COM | $278.7M |
AMZNAMAZON COM INC COM | $214.4M |
METAMETA PLATFORMS INC CL A | $144.7M |
GOOGLALPHABET INC CAP STK CL A | $141.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $126.4M |
VVISA INC COM CL A | $121.9M |
FISVFISERV INC COM | $117.6M |
BKNGBOOKING HOLDINGS INC COM | $115.2M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $104.6M |
NVDANVIDIA CORPORATION COM | $90.7M |
CRMSALESFORCE INC COM | $81.3M |
IVVISHARES CORE S&P 500 ETF | $80.9M |
AQLTISHARES U.S. TREASURY BOND ETF | $79.5M |
BXBLACKSTONE INC COM | $75.8M |
COSTCOSTCO WHSL CORP NEW COM | $74.3M |
HONHONEYWELL INTL INC COM | $73.4M |
JPMJPMORGAN CHASE & CO. COM | $72.8M |
HLTHILTON WORLDWIDE HLDGS INC COM | $70.3M |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $69.5M |
HDHOME DEPOT INC COM | $68.3M |
DHRDANAHER CORPORATION COM | $65.1M |
GOOGALPHABET INC CAP STK CL C | $64.6M |
AMATAPPLIED MATLS INC COM | $63.6M |
TJXTJX COS INC NEW COM | $61.0M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $60.7M |
XYLXYLEM INC COM | $60.0M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $55.4M |
AVGOBROADCOM INC COM | $53.5M |
JMEEJPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $50.9M |
ROPROPER TECHNOLOGIES INC COM | $50.7M |
ADBEADOBE INC COM | $50.3M |
MUBISHARES NATIONAL MUNI BOND ETF | $48.5M |
VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF | $48.1M |
CMECME GROUP INC COM | $47.2M |
KLACKLA CORP COM NEW | $46.6M |
APHAMPHENOL CORP NEW CL A | $43.8M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $43.0M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $42.3M |
SPGIS&P GLOBAL INC COM | $42.2M |
ORCLORACLE CORP COM | $42.0M |
MAMASTERCARD INCORPORATED CL A | $41.4M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $40.1M |
QCOMQUALCOMM INC COM | $39.1M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $38.6M |
TXNTEXAS INSTRS INC COM | $38.5M |
PWRQUANTA SVCS INC COM | $38.5M |
JNJJOHNSON & JOHNSON COM | $37.7M |
QLTYGMO U.S. QUALITY ETF SHS | $36.8M |
MCXMCCORMICK & CO INC COM NON VTG | $36.0M |
KMIKINDER MORGAN INC DEL COM | $36.0M |
SPYSPDR S&P 500 ETF TRUST | $35.8M |
AQLTISHARES CORE MSCI EAFE ETF | $35.5M |
AZNASTRAZENECA PLC SPONSORED ADR | $33.2M |
ZTSZOETIS INC CL A | $32.9M |
VOOVANGUARD S&P 500 ETF | $31.8M |
LRCXLAM RESEARCH CORP COM NEW | $31.4M |
KVUEKENVUE INC COM | $30.0M |
SHWSHERWIN WILLIAMS CO COM | $29.5M |
LLYELI LILLY & CO COM | $28.7M |
MTDMETTLER TOLEDO INTERNATIONAL COM | $28.7M |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $28.2M |
DEODIAGEO PLC SPON ADR NEW | $27.5M |
URIUNITED RENTALS INC COM | $26.7M |
XMHQINVESCO S&P MIDCAP QUALITY ETF | $26.3M |
IJHISHARES CORE S&P MID-CAP ETF | $25.3M |
PGPROCTER AND GAMBLE CO COM | $24.9M |
BACBANK AMERICA CORP COM | $24.5M |
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $23.4M |
ABBVABBVIE INC COM | $21.9M |
MRSHMARSH & MCLENNAN COS INC COM | $21.6M |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $20.6M |
SYKSTRYKER CORPORATION COM | $20.5M |
OLEDUNIVERSAL DISPLAY CORP COM | $20.3M |
NXPINXP SEMICONDUCTORS N V COM | $18.2M |
SEICSEI INVTS CO COM | $18.1M |
XLEENERGY SELECT SECTOR SPDR FUND | $18.0M |
IQVIQVIA HLDGS INC COM | $17.7M |
PANWPALO ALTO NETWORKS INC COM | $15.5M |
IWVISHARES RUSSELL 3000 ETF | $15.2M |
NDQINVESCO QQQ TRUST SERIES I | $14.2M |
STZCONSTELLATION BRANDS INC CL A | $14.1M |
EWEDWARDS LIFESCIENCES CORP COM | $13.8M |
XOMEXXON MOBIL CORP COM | $13.8M |
WMBWILLIAMS COS INC COM | $13.8M |
MFCMANULIFE FINL CORP COM | $13.3M |
SFSTIFEL FINL CORP COM | $13.2M |
CSCOCISCO SYS INC COM | $12.7M |
SCHWSCHWAB CHARLES CORP COM | $12.4M |
ABTABBOTT LABS COM | $12.3M |
TTTRANE TECHNOLOGIES PLC SHS | $11.8M |
IJRISHARES CORE S&P SMALL CAP ETF | $11.7M |
NOWSERVICENOW INC COM | $11.4M |
EFAISHARES MSCI EAFE ETF | $10.8M |
JJACOBS SOLUTIONS INC COM | $10.6M |
CVXCHEVRON CORP NEW COM | $10.5M |
CHDCHURCH & DWIGHT CO INC COM | $10.5M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $10.4M |
KOCOCA COLA CO COM | $10.3M |
GSGOLDMAN SACHS GROUP INC COM | $9.8M |
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