Crestwood Advisors Group, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$5.9B
Holdings
569
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (569 positions)
| Stock | Value |
|---|---|
KOCOCA COLA CO COM | $9.7M |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $9.6M |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.5M |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $9.5M |
CHDCHURCH & DWIGHT CO INC COM | $9.3M |
VOVANGUARD MID-CAP ETF | $9.2M |
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $8.9M |
STAGSTAG INDL INC COM | $8.9M |
MRKMERCK & CO INC COM | $8.9M |
IBMINTERNATIONAL BUSINESS MACHS COM | $8.7M |
NEENEXTERA ENERGY INC COM | $8.5M |
VBVANGUARD SMALL-CAP ETF | $8.3M |
SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $8.3M |
STZCONSTELLATION BRANDS INC CL A | $7.9M |
TFISTATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $7.7M |
SHOPSHOPIFY INC CL A SUB VTG SHS | $7.2M |
DISDISNEY WALT CO COM | $7.2M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $6.8M |
HBANHUNTINGTON BANCSHARES INC COM | $6.8M |
INDBINDEPENDENT BK CORP MASS COM | $6.7M |
TSLATESLA INC COM | $6.5M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $6.4M |
CMCSACOMCAST CORP NEW CL A | $6.3M |
WMTWALMART INC COM | $6.3M |
EMREMERSON ELEC CO COM | $6.0M |
XLEENERGY SELECT SECTOR SPDR FUND | $5.8M |
ETNEATON CORP PLC SHS | $5.8M |
ISTBISHARES CORE 1-5 YEAR USD BOND ETF | $5.7M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $5.6M |
ARCCARES CAPITAL CORP COM | $5.4M |
AKAMAKAMAI TECHNOLOGIES INC COM | $5.4M |
WFCWELLS FARGO CO NEW COM | $5.4M |
NFLXNETFLIX INC COM | $5.2M |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $5.1M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $5.0M |
IIIINFORMATION SVCS GROUP INC COM | $4.8M |
RTXRTX CORPORATION COM | $4.7M |
MDLZMONDELEZ INTL INC CL A | $4.6M |
KEYSKEYSIGHT TECHNOLOGIES INC COM | $4.5M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $4.4M |
ECLECOLAB INC COM | $4.3M |
KMBKIMBERLY-CLARK CORP COM | $4.3M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $4.3M |
IWMISHARES RUSSELL 2000 ETF | $4.3M |
SEICSEI INVTS CO COM | $4.1M |
SHMSPDR NUVEEN BLMBG ST MUNBD ETF | $4.1M |
AMTAMERICAN TOWER CORP NEW COM | $4.1M |
EOGEOG RES INC COM | $4.1M |
JOYTJPMORGAN EQUITY FOCUS ETF | $4.1M |
CBRECBRE GROUP INC CL A | $4.1M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $4.1M |
ILCBISHARES MORNINGSTAR U.S. EQUITY ETF | $3.9M |
GEGE AEROSPACE COM NEW | $3.9M |
ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $3.9M |
AMGNAMGEN INC COM | $3.8M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $3.7M |
SBUXSTARBUCKS CORP COM | $3.7M |
PFEPFIZER INC COM | $3.7M |
VRTXVERTEX PHARMACEUTICALS INC COM | $3.6M |
KVYOKLAVIYO INC COM SER A | $3.6M |
VLTOVERALTO CORP COM SHS | $3.6M |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $3.6M |
TTDTHE TRADE DESK INC COM CL A | $3.5M |
IWBISHARES RUSSELL 1000 ETF | $3.5M |
USFRWISDOMTREE FLOATING RATE TREASURY FUND | $3.5M |
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $3.4M |
VOTVANGUARD MID-CAP GROWTH ETF | $3.3M |
NTNXNUTANIX INC CL A | $3.2M |
4I1PHILIP MORRIS INTL INC COM | $3.2M |
FTVFORTIVE CORP COM | $3.2M |
RAREULTRAGENYX PHARMACEUTICAL INC COM | $3.0M |
SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.0M |
CRWDCROWDSTRIKE HLDGS INC CL A | $3.0M |
VUGVANGUARD GROWTH ETF | $2.9M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $2.9M |
BSVVANGUARD SHORT-TERM BOND ETF | $2.8M |
SPHQINVESCO S&P 500 QUALITY ETF | $2.8M |
WASHWASHINGTON TR BANCORP INC COM | $2.8M |
CLCOLGATE PALMOLIVE CO COM | $2.7M |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $2.7M |
VTVVANGUARD VALUE ETF | $2.7M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $2.7M |
AXPAMERICAN EXPRESS CO COM | $2.7M |
DWDMORGAN STANLEY COM NEW | $2.7M |
SUSAISHARES ESG OPTIMIZED MSCI USA ETF | $2.6M |
BLKBLACKROCK INC COM | $2.6M |
BSXBOSTON SCIENTIFIC CORP COM | $2.6M |
8CWCROWN CASTLE INC COM | $2.5M |
PJTPJT PARTNERS INC COM CL A | $2.5M |
LOWLOWES COS INC COM | $2.5M |
IATISHARES U.S. REGIONAL BANKS ETF | $2.5M |
ORLYOREILLY AUTOMOTIVE INC COM | $2.5M |
LMTLOCKHEED MARTIN CORP COM | $2.4M |
ENQENTEGRIS INC COM | $2.4M |
GQ9SPDR GOLD SHARES | $2.4M |
GEVGE VERNOVA INC COM | $2.4M |
IUSVISHARES CORE S&P US VALUE ETF | $2.3M |
FQIDIGITAL RLTY TR INC COM | $2.3M |
ICEINTERCONTINENTAL EXCHANGE INC COM | $2.3M |
MSIMOTOROLA SOLUTIONS INC COM NEW | $2.3M |