Crestwood Advisors Group, LLC Q3 2021 Filing
Filed November 3, 2021
Portfolio Value
$3.5B
Holdings
268
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (268 positions)
| Stock | Value |
|---|---|
PBCTEURPEOPLES UNITED FINANCIAL INC COM | $459K |
—CAMBRIDGE BANCORP COM | $434K |
ERTHINVESCO MSCI SUSTAINABLE FUTURE ETF | $432K |
UNPUNION PAC CORP COM | $424K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $415K |
DKNG1USDDRAFTKINGS INC COM CL A | $408K |
DSIISHARES MSCI KLD 400 SOCIAL ETF | $407K |
BIVVANGUARD INTERMEDIATE-TERM BOND INDEX FUND | $403K |
AWCAMERICAN WTR WKS CO INC NEW COM | $400K |
VGSHVANGUARD SHORT-TERM GOVERNMENT BOND ETF | $396K |
TDOCTELADOC HEALTH INC COM | $394K |
NYFISHARES NEW YORK MUNI BOND ETF | $388K |
NTNXNUTANIX INC CL A | $377K |
UPSUNITED PARCEL SERVICE INC CL B | $374K |
ISRGINTUITIVE SURGICAL INC COM NEW | $370K |
VFHVANGUARD FINANCIALS INDEX FUND | $369K |
KLR1USDKALEYRA INC COM | $366K |
ABNBAIRBNB INC COM CL A | $356K |
UNHUNITEDHEALTH GROUP INC COM | $347K |
UMHUMH PPTYS INC COM | $344K |
SUSAISHARES MSCI USA ESG SELECT ETF | $333K |
MDYSPDR S&P MIDCAP 400 ETF | $328K |
GIB/ACGI INC CL A SUB VTG | $324K |
ADPAUTOMATIC DATA PROCESSING INC COM | $321K |
VHTVANGUARD HEALTH CARE INDEX FUND | $314K |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $314K |
AKXANSYS INC COM | $310K |
BLKCHFBLACKROCK INC COM | $307K |
BMYBRISTOL-MYERS SQUIBB CO COM | $300K |
MKLMARKEL CORP COM | $299K |
ITGARTNER INC COM | $299K |
AMEAMETEK INC COM | $298K |
ORLYOREILLY AUTOMOTIVE INC COM | $292K |
BEPCBROOKFIELD RENEWABLE CORP CL A SUB VTG | $292K |
PHOINVESCO WATER RESOURCES ETF | $292K |
NOCNORTHROP GRUMMAN CORP COM | $291K |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $276K |
STAGSTAG INDL INC COM | $275K |
GISGENERAL MLS INC COM | $273K |
SRESEMPRA COM | $266K |
CMPRCIMPRESS PLC SHS EURO | $260K |
OKTAOKTA INC CL A | $259K |
ZSZSCALER INC COM | $249K |
FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | $241K |
PTONPELOTON INTERACTIVE INC CL A COM | $238K |
PANWPALO ALTO NETWORKS INC COM | $235K |
XYZSQUARE INC CL A | $234K |
BOHBANK HAWAII CORP COM | $234K |
FTNTFORTINET INC COM | $233K |
AVGOBROADCOM INC COM | $233K |
SCHZSCHWAB US AGGREGATE BOND ETF | $232K |
ECLECOLAB INC COM | $232K |
DYHTARGET CORP COM | $222K |
AFWALIGN TECHNOLOGY INC COM | $222K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $221K |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $221K |
YUMCYUM CHINA HLDGS INC COM | $212K |
CHWYCHEWY INC CL A | $212K |
LRCXEURLAM RESEARCH CORP COM | $209K |
CMFISHARES CALIFORNIA MUNI BOND ETF | $204K |
ATVIEURACTIVISION BLIZZARD INC COM | $203K |
FFORD MTR CO DEL COM | $191K |
AGENEURAGENUS INC COM NEW | $173K |
CGENCOMPUGEN LTD ORD | $119K |
DAKTDaktari | $41K |
EVGNEVOGENE LTD SHS | $37K |
ISREURISORAY INC COM | $35K |
BUEURBURCON NUTRASCIENCE CORP COM | $18K |
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