Crestwood Advisors Group, LLC Q3 2023 Filing

Filed November 15, 2023

Portfolio Value

$3.8T

Holdings

365

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (365 positions)

StockValue
TXNTEXAS INSTRS INC COM
$5.9M
NOWSERVICENOW INC COM
$5.8M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$5.8M
SBUXSTARBUCKS CORP COM
$5.8M
VOVANGUARD MID-CAP ETF
$5.7M
WYWEYERHAEUSER CO MTN BE COM NEW
$5.6M
STTSTATE STR CORP COM
$5.6M
ADIANALOG DEVICES INC COM
$5.5M
TTTRANE TECHNOLOGIES PLC SHS
$5.4M
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$5.4M
MAMASTERCARD INCORPORATED CL A
$5.4M
VBVANGUARD SMALL-CAP ETF
$5.2M
PFEPFIZER INC COM
$5.1M
HBANHUNTINGTON BANCSHARES INC COM
$5.1M
CATCATERPILLAR INC COM
$5.0M
IWFISHARES RUSSELL 1000 GROWTH ETF
$4.8M
INDBINDEPENDENT BK CORP MASS COM
$4.7M
IJHISHARES CORE S&P MID-CAP ETF
$4.6M
EOGEOG RES INC COM
$4.5M
BSVVANGUARD SHORT-TERM BOND ETF
$4.2M
EMREMERSON ELEC CO COM
$4.1M
NKENIKE INC CL B
$4.0M
KEYSKEYSIGHT TECHNOLOGIES INC COM
$3.8M
ECLECOLAB INC COM
$3.7M
AMTAMERICAN TOWER CORP NEW COM
$3.7M
IIIINFORMATION SVCS GROUP INC COM
$3.6M
RAREULTRAGENYX PHARMACEUTICAL INC COM
$3.6M
GSGOLDMAN SACHS GROUP INC COM
$3.5M
KMBKIMBERLY-CLARK CORP COM
$3.5M
LAZLAZARD LTD SHS A
$3.5M
BSXBOSTON SCIENTIFIC CORP COM
$3.3M
ENQENTEGRIS INC COM
$3.1M
ILCBISHARES MORNINGSTAR U.S. EQUITY ETF
$3.0M
IATISHARES U.S. REGIONAL BANKS ETF
$3.0M
SHOPSHOPIFY INC CL A
$3.0M
ETNEATON CORP PLC SHS
$2.9M
FRELFIDELITY MSCI REAL ESTATE INDEX ETF
$2.8M
VTIVANGUARD TOTAL STOCK MARKET ETF
$2.6M
METAMETA PLATFORMS INC CL A
$2.6M
CBRECBRE GROUP INC CL A
$2.5M
IBBISHARES BIOTECHNOLOGY ETF
$2.5M
WASHWASHINGTON TR BANCORP INC COM
$2.5M
ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
$2.5M
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$2.4M
AMGNAMGEN INC COM
$2.4M
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
$2.3M
CLCOLGATE PALMOLIVE CO COM
$2.3M
APDAIR PRODS & CHEMS INC COM
$2.3M
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$2.1M
CVSCVS HEALTH CORP COM
$2.1M
SPHQINVESCO S&P 500 QUALITY ETF
$2.0M
IBMINTERNATIONAL BUSINESS MACHS COM
$2.0M
RTXRTX CORPORATION COM
$2.0M
SHMSPDR NUVEEN BLMBG ST MUNBD ETF
$1.9M
PXDEURPIONEER NAT RES CO COM
$1.9M
HASHASBRO INC COM
$1.9M
4I1PHILIP MORRIS INTL INC COM
$1.9M
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$1.8M
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$1.8M
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
$1.8M
TSLATESLA INC COM
$1.8M
IUSVISHARES CORE S&P US VALUE ETF
$1.8M
VRTXVERTEX PHARMACEUTICALS INC COM
$1.7M
SWKSTANLEY BLACK & DECKER INC COM
$1.7M
WFCWELLS FARGO CO NEW COM
$1.7M
IVEISHARES S&P 500 VALUE ETF
$1.6M
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$1.6M
LOWLOWES COS INC COM
$1.6M
FQIDIGITAL RLTY TR INC COM
$1.6M
ARCBARCBEST CORP COM
$1.5M
WMTWALMART INC COM
$1.5M
INTCINTEL CORP COM
$1.4M
XLFFINANCIAL SELECT SECTOR SPDR FUND
$1.4M
LMTLOCKHEED MARTIN CORP COM
$1.3M
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$1.3M
RMERESMED INC COM
$1.3M
DYHTARGET CORP COM
$1.2M
IWMISHARES RUSSELL 2000 ETF
$1.2M
GILDGILEAD SCIENCES INC COM
$1.2M
UNHUNITEDHEALTH GROUP INC COM
$1.2M
SPYMSPDR PORTFOLIO S&P 500 ETF
$1.2M
ISRGINTUITIVE SURGICAL INC COM NEW
$1.2M
NFENEW FORTRESS ENERGY INC COM CL A
$1.1M
VOTVANGUARD MID-CAP GROWTH ETF
$1.1M
IRINGERSOLL RAND INC COM
$1.1M
MSIMOTOROLA SOLUTIONS INC COM NEW
$1.1M
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$1.1M
IVWISHARES S&P 500 GROWTH ETF
$1.1M
PJTPJT PARTNERS INC COM CL A
$1.1M
GINNGOLDMAN SACHS INNOVATE EQUITY ETF
$1.1M
GEGENERAL ELECTRIC CO COM NEW
$1.1M
SNASNAP ON INC COM
$1.1M
LENLENNAR CORP CL A
$1.1M
AMEAMETEK INC COM
$1.0M
CWENCLEARWAY ENERGY INC CL C
$1.0M
COFCAPITAL ONE FINL CORP COM
$996K
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
$977K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$971K
DEDEERE & CO COM
$961K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$950K
PreviousPage 2 of 4Next