Crestwood Advisors Group, LLC Q3 2023 Filing

Filed November 15, 2023

Portfolio Value

$3.8B

Holdings

365

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (365 positions)

StockValue
AAPLAPPLE INC COM
$254.4M
MSFTMICROSOFT CORP COM
$194.4M
AMZNAMAZON COM INC COM
$93.5M
HDHOME DEPOT INC COM
$86.5M
GOOGLALPHABET INC CAP STK CL A
$86.4M
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
$85.5M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$82.8M
DHRDANAHER CORPORATION COM
$78.0M
VVISA INC COM CL A
$76.5M
MUBISHARES NATIONAL MUNI BOND ETF
$76.0M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$73.4M
FISVFISERV INC COM
$70.8M
COSTCOSTCO WHSL CORP NEW COM
$70.0M
TJXTJX COS INC NEW COM
$67.3M
ADBEADOBE INC COM
$65.3M
BXBLACKSTONE INC COM
$64.8M
ACNACCENTURE PLC IRELAND SHS CLASS A
$64.6M
HONHONEYWELL INTL INC COM
$64.5M
JNJJOHNSON & JOHNSON COM
$63.3M
VTEBVANGUARD TAX-EXEMPT BOND ETF
$60.6M
AQLTISHARES U.S. TREASURY BOND ETF
$59.8M
TMOTHERMO FISHER SCIENTIFIC INC COM
$55.5M
AMATAPPLIED MATLS INC COM
$49.2M
BKNGBOOKING HOLDINGS INC COM
$48.7M
CRMSALESFORCE INC COM
$48.0M
GOOGALPHABET INC CAP STK CL C
$47.4M
XYLXYLEM INC COM
$43.8M
SHWSHERWIN WILLIAMS CO COM
$43.2M
SCHWSCHWAB CHARLES CORP COM
$39.2M
FTVFORTIVE CORP COM
$38.2M
ZTSZOETIS INC CL A
$37.4M
HLTHILTON WORLDWIDE HLDGS INC COM
$37.1M
ROPROPER TECHNOLOGIES INC COM
$36.5M
SYKSTRYKER CORPORATION COM
$35.5M
JPMJPMORGAN CHASE & CO COM
$35.4M
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$33.7M
QCOMQUALCOMM INC COM
$32.7M
STZCONSTELLATION BRANDS INC CL A
$32.7M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$31.4M
AQLTISHARES CORE MSCI EAFE ETF
$31.2M
IVVISHARES CORE S&P 500 ETF
$30.9M
MCXMCCORMICK & CO INC COM NON VTG
$29.6M
MTDMETTLER TOLEDO INTERNATIONAL COM
$27.2M
SPGIS&P GLOBAL INC COM
$27.1M
QLVFLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND
$26.5M
XLEENERGY SELECT SECTOR SPDR FUND
$25.0M
8CWCROWN CASTLE INC COM
$23.4M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$23.0M
PGPROCTER AND GAMBLE CO COM
$21.7M
KMIKINDER MORGAN INC DEL COM
$21.6M
OLEDUNIVERSAL DISPLAY CORP COM
$20.9M
APHAMPHENOL CORP NEW CL A
$20.9M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$19.9M
DISDISNEY WALT CO COM
$19.9M
MRSHMARSH & MCLENNAN COS INC COM
$19.9M
PWRQUANTA SVCS INC COM
$19.6M
VOOVANGUARD S&P 500 ETF
$18.6M
KVUEKENVUE INC COM
$18.6M
ORCLORACLE CORP COM
$18.4M
SPYSPDR S&P 500 ETF TRUST
$17.7M
URIUNITED RENTALS INC COM
$17.4M
LLYELI LILLY & CO COM
$17.3M
NXPINXP SEMICONDUCTORS N V COM
$17.2M
BACBANK AMERICA CORP COM
$17.1M
ABBVABBVIE INC COM
$16.4M
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$15.5M
EWEDWARDS LIFESCIENCES CORP COM
$15.5M
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$13.9M
SEICSEI INVTS CO COM
$13.5M
KLACKLA CORP COM NEW
$13.4M
CVXCHEVRON CORP NEW COM
$13.3M
XOMEXXON MOBIL CORP COM
$13.0M
VNQVANGUARD REAL ESTATE ETF
$12.9M
MRKMERCK & CO INC COM
$12.4M
AVGOBROADCOM INC COM
$12.4M
PEPPEPSICO INC COM
$12.4M
CMCSACOMCAST CORP NEW CL A
$11.7M
DWDMORGAN STANLEY COM NEW
$11.3M
CSCOCISCO SYS INC COM
$11.3M
IJRISHARES CORE S&P SMALL CAP ETF
$10.9M
JJACOBS SOLUTIONS INC COM
$10.8M
STAGSTAG INDL INC COM
$10.1M
EFAISHARES MSCI EAFE ETF
$9.9M
CHDCHURCH & DWIGHT CO INC COM
$9.6M
AKAMAKAMAI TECHNOLOGIES INC COM
$9.1M
TTDTHE TRADE DESK INC COM CL A
$8.4M
MFCMANULIFE FINL CORP COM
$8.1M
WMBWILLIAMS COS INC COM
$7.9M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$7.8M
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$7.7M
ABTABBOTT LABS COM
$7.6M
NDQINVESCO QQQ TRUST SERIES I
$7.2M
SFSTIFEL FINL CORP COM
$7.2M
MCDMCDONALDS CORP COM
$7.2M
NEENEXTERA ENERGY INC COM
$7.1M
NVDANVIDIA CORPORATION COM
$7.1M
KOCOCA COLA CO COM
$6.8M
MDLZMONDELEZ INTL INC CL A
$6.5M
PANWPALO ALTO NETWORKS INC COM
$6.4M
TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
$6.3M
Page 1 of 4Next