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 |
|---|---|
NXPINXP SEMICONDUCTORS N V COM | $187K |
VTRSVIATRIS INC COM | $183K |
BACBANK AMERICA CORP COM | $182K |
NEENEXTERA ENERGY INC COM | $179K |
RWTREDWOOD TRUST INC COM | $178K |
KMIKINDER MORGAN INC DEL COM | $176K |
PRMEPRIME MEDICINE INC COM | $176K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $171K |
CHDCHURCH & DWIGHT CO INC COM | $171K |
XOMEXXON MOBIL CORP COM | $165K |
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $151K |
FFORD MTR CO COM | $150K |
CCCCC4 THERAPEUTICS INC COM STK | $148K |
GBDCGOLUB CAP BDC INC COM | $143K |
METAMETA PLATFORMS INC CL A | $140K |
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK | $135K |
COSTCOSTCO WHSL CORP NEW COM | $133K |
COFCAPITAL ONE FINL CORP COM | $129K |
VVISA INC COM CL A | $123K |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $112K |
ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $110K |
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $107K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $102K |
BKNGBOOKING HOLDINGS INC COM | $101K |
UMCUNITED MICROELECTRONICS CORP SPON ADR NEW | $99K |
ADBEADOBE INC COM | $98K |
XLEENERGY SELECT SECTOR SPDR FUND | $95K |
GOOGALPHABET INC CAP STK CL C | $86K |
BXBLACKSTONE INC COM | $86K |
HDHOME DEPOT INC COM | $84K |
FISVFISERV INC COM | $83K |
AKAMAKAMAI TECHNOLOGIES INC COM | $81K |
KLACKLA CORP COM NEW | $80K |
IBRXIMMUNITYBIO INC COM | $80K |
AQLTISHARES U.S. TREASURY BOND ETF | $80K |
STAGSTAG INDL INC COM | $79K |
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $77K |
JPMJPMORGAN CHASE & CO. COM | $77K |
ROPROPER TECHNOLOGIES INC COM | $77K |
AMATAPPLIED MATLS INC COM | $74K |
EOGEOG RES INC COM | $71K |
CRMSALESFORCE INC COM | $70K |
WMTWALMART INC COM | $68K |
HLTHILTON WORLDWIDE HLDGS INC COM | $66K |
LPLLG DISPLAY CO LTD SPONS ADR REP | $65K |
LUMNLUMEN TECHNOLOGIES INC COM | $64K |
LRCXLAM RESEARCH CORP COM NEW | $60K |
J7JMONOGRAM TECHNOLOGIES INC COM | $59K |
HONHONEYWELL INTL INC COM | $56K |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $55K |
APHAMPHENOL CORP NEW CL A | $54K |
MUBISHARES NATIONAL MUNI BOND ETF | $52K |
CLCOLGATE PALMOLIVE CO COM | $51K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $49K |
AZNASTRAZENECA PLC SPONSORED ADR | $48K |
WITWIPRO LTD SPON ADR 1 SH | $47K |
CMECME GROUP INC COM | $46K |
GEGE AEROSPACE COM NEW | $45K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $44K |
IVEISHARES S&P 500 VALUE ETF | $43K |
MAMASTERCARD INCORPORATED CL A | $43K |
EWEDWARDS LIFESCIENCES CORP COM | $43K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $41K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $41K |
DAKTDaktari | $41K |
QCOMQUALCOMM INC COM | $41K |
SPYSPDR S&P 500 ETF TRUST | $40K |
GEVGE VERNOVA INC COM | $40K |
TSLATESLA INC COM | $40K |
ABBVABBVIE INC COM | $39K |
SPGIS&P GLOBAL INC COM | $38K |
AQLTISHARES CORE MSCI EAFE ETF | $36K |
TXNTEXAS INSTRS INC COM | $35K |
VOOVANGUARD S&P 500 ETF | $35K |
DVYEISHARES EMERGING MARKETS DIVIDEND ETF | $35K |
URIUNITED RENTALS INC COM | $34K |
PGPROCTER AND GAMBLE CO COM | $33K |
MCXMCCORMICK & CO INC COM NON VTG | $32K |
WASHWASHINGTON TR BANCORP INC COM | $32K |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $31K |
CSCOCISCO SYS INC COM | $30K |
XMHQINVESCO S&P MIDCAP QUALITY ETF | $29K |
ZTSZOETIS INC CL A | $29K |
LLYELI LILLY & CO COM | $28K |
SHWSHERWIN WILLIAMS CO COM | $28K |
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $28K |
PEPPEPSICO INC COM | $27K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $27K |
MCDMCDONALDS CORP COM | $25K |
IQVIQVIA HLDGS INC COM | $25K |
DEODIAGEO PLC SPON ADR NEW | $25K |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $22K |
MRSHMARSH & MCLENNAN COS INC COM | $20K |
GDGENERAL DYNAMICS CORP COM | $20K |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $19K |
KOCOCA COLA CO COM | $19K |
WMBWILLIAMS COS INC COM | $19K |
NDQINVESCO QQQ TRUST SERIES I | $18K |
SYKSTRYKER CORPORATION COM | $17K |
IWVISHARES RUSSELL 3000 ETF | $16K |