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 |
|---|---|
DGXQUEST DIAGNOSTICS INC COM | $221K |
HUBBHUBBELL INC COM | $219K |
TROWPRICE T ROWE GROUP INC COM | $219K |
A4SAMERIPRISE FINL INC COM | $217K |
PAYXPAYCHEX INC COM | $216K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $214K |
FCXFREEPORT-MCMORAN INC CL B | $212K |
TRITHOMSON REUTERS CORP COM | $210K |
KDKYNDRYL HLDGS INC COMMON STOCK | $208K |
PNCPNC FINL SVCS GROUP INC COM | $207K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | $207K |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $205K |
CSGPCOSTAR GROUP INC COM | $205K |
CPCANADIAN PACIFIC KANSAS CITY COM | $203K |
IYWISHARES U.S. TECHNOLOGY ETF | $203K |
WELLWELLTOWER INC COM | $203K |
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $169K |
GBDCGOLUB CAP BDC INC COM | $153K |
UMCUNITED MICROELECTRONICS CORP SPON ADR NEW | $150K |
VTRSVIATRIS INC COM | $137K |
GECCGREAT ELM CAP CORP COM NEW | $134K |
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK | $120K |
FFORD MTR CO COM | $110K |
PRMEPRIME MEDICINE INC COM | $78K |
IBRXIMMUNITYBIO INC COM | $59K |
CCCCC4 THERAPEUTICS INC COM STK | $41K |
DAKTDaktari | $41K |
WITWIPRO LTD SPON ADR 1 SH | $33K |
J7JMONOGRAM TECHNOLOGIES INC COM | $29K |
VGASWVERDE CLEAN FUELS INC WT EXP 021528 | $11K |
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