Crestwood Advisors Group, LLC Q3 2024 Filing

Filed October 30, 2024

Portfolio Value

$5.2B

Holdings

442

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (442 positions)

StockValue
AAPLAPPLE INC COM
$339.8M
MSFTMICROSOFT CORP COM
$236.1M
AMZNAMAZON COM INC COM
$171.6M
GOOGLALPHABET INC CAP STK CL A
$126.1M
FISVFISERV INC COM
$118.7M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$117.4M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$105.2M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$99.4M
VVISA INC COM CL A
$94.1M
DHRDANAHER CORPORATION COM
$92.6M
HDHOME DEPOT INC COM
$91.9M
BKNGBOOKING HOLDINGS INC COM
$84.2M
CRMSALESFORCE INC COM
$80.5M
BXBLACKSTONE INC COM
$78.3M
AQLTISHARES U.S. TREASURY BOND ETF
$77.8M
ADBEADOBE INC COM
$77.6M
ACNACCENTURE PLC IRELAND SHS CLASS A
$76.3M
TMOTHERMO FISHER SCIENTIFIC INC COM
$75.8M
TJXTJX COS INC NEW COM
$75.4M
HONHONEYWELL INTL INC COM
$74.3M
AMATAPPLIED MATLS INC COM
$72.8M
COSTCOSTCO WHSL CORP NEW COM
$72.6M
MUBISHARES NATIONAL MUNI BOND ETF
$71.1M
XYLXYLEM INC COM
$64.5M
JNJJOHNSON & JOHNSON COM
$63.5M
METAMETA PLATFORMS INC CL A
$62.6M
IVVISHARES CORE S&P 500 ETF
$62.3M
HLTHILTON WORLDWIDE HLDGS INC COM
$62.0M
GOOGALPHABET INC CAP STK CL C
$61.3M
VTEBVANGUARD TAX-EXEMPT BOND ETF
$60.9M
JPMJPMORGAN CHASE & CO. COM
$51.2M
QCOMQUALCOMM INC COM
$50.2M
ROPROPER TECHNOLOGIES INC COM
$49.1M
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$47.6M
MCXMCCORMICK & CO INC COM NON VTG
$46.7M
ZTSZOETIS INC CL A
$43.4M
SCHWSCHWAB CHARLES CORP COM
$43.2M
FTVFORTIVE CORP COM
$43.0M
SHWSHERWIN WILLIAMS CO COM
$42.9M
SPGIS&P GLOBAL INC COM
$41.2M
VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF
$40.9M
IQVIQVIA HLDGS INC COM
$40.8M
KLACKLA CORP COM NEW
$40.0M
NVDANVIDIA CORPORATION COM
$39.7M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$38.7M
MTDMETTLER TOLEDO INTERNATIONAL COM
$37.6M
SYKSTRYKER CORPORATION COM
$36.3M
AQLTISHARES CORE MSCI EAFE ETF
$35.9M
STZCONSTELLATION BRANDS INC CL A
$34.7M
KVUEKENVUE INC COM
$34.4M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$32.7M
QLTYGMO U.S. QUALITY ETF
$31.9M
LLYELI LILLY & CO COM
$31.6M
PWRQUANTA SVCS INC COM
$31.5M
ORCLORACLE CORP COM
$31.3M
APHAMPHENOL CORP NEW CL A
$30.1M
URIUNITED RENTALS INC COM
$29.5M
SPYSPDR S&P 500 ETF TRUST
$28.7M
AVGOBROADCOM INC COM
$28.6M
8CWCROWN CASTLE INC COM
$28.5M
XLEENERGY SELECT SECTOR SPDR FUND
$28.4M
KMIKINDER MORGAN INC DEL COM
$28.0M
OLEDUNIVERSAL DISPLAY CORP COM
$27.9M
VOOVANGUARD S&P 500 ETF
$27.1M
PGPROCTER AND GAMBLE CO COM
$26.5M
MAMASTERCARD INCORPORATED CL A
$26.0M
DISDISNEY WALT CO COM
$24.3M
LRCXLAM RESEARCH CORP COM NEW
$23.2M
MRSHMARSH & MCLENNAN COS INC COM
$22.3M
ABBVABBVIE INC COM
$21.9M
BACBANK AMERICA CORP COM
$21.6M
NXPINXP SEMICONDUCTORS N V COM
$20.5M
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$17.4M
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$15.1M
XOMEXXON MOBIL CORP COM
$15.1M
IWVISHARES RUSSELL 3000 ETF
$14.2M
MRKMERCK & CO INC COM
$13.9M
MFCMANULIFE FINL CORP COM
$13.0M
PEPPEPSICO INC COM
$12.9M
IJRISHARES CORE S&P SMALL CAP ETF
$12.6M
EWEDWARDS LIFESCIENCES CORP COM
$12.3M
EFAISHARES MSCI EAFE ETF
$12.3M
SFSTIFEL FINL CORP COM
$12.1M
CHDCHURCH & DWIGHT CO INC COM
$11.5M
STAGSTAG INDL INC COM
$11.4M
CVXCHEVRON CORP NEW COM
$11.3M
PANWPALO ALTO NETWORKS INC COM
$11.0M
IYEISHARES U.S. ENERGY ETF
$10.9M
NDQINVESCO QQQ TRUST SERIES I
$10.8M
JJACOBS SOLUTIONS INC COM
$10.5M
TTTRANE TECHNOLOGIES PLC SHS
$10.4M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$10.3M
WMBWILLIAMS COS INC COM
$10.2M
ABTABBOTT LABS COM
$10.0M
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$9.9M
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
$9.8M
CMCSACOMCAST CORP NEW CL A
$9.4M
NOWSERVICENOW INC COM
$9.4M
KOCOCA COLA CO COM
$9.4M
NEENEXTERA ENERGY INC COM
$9.4M
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