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 |
|---|---|
FQIDIGITAL RLTY TR INC COM | $16K |
KVUEKENVUE INC COM | $15K |
RTXRTX CORPORATION COM | $13K |
ABTABBOTT LABS COM | $12K |
CVXCHEVRON CORP NEW COM | $12K |
EFAISHARES MSCI EAFE ETF | $11K |
TTTRANE TECHNOLOGIES PLC SHS | $11K |
CATCATERPILLAR INC COM | $11K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $11K |
NOWSERVICENOW INC COM | $10K |
ADIANALOG DEVICES INC COM | $10K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $10K |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $10K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $9K |
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $9K |
MRKMERCK & CO INC COM | $9K |
IBMINTERNATIONAL BUSINESS MACHS COM | $9K |
SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $8K |
STZCONSTELLATION BRANDS INC CL A | $8K |
DYHTARGET CORP COM | $8K |
TFISTATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $8K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $7K |
DISDISNEY WALT CO COM | $7K |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $7K |
INDBINDEPENDENT BK CORP MASS COM | $7K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $6K |
VGASWVERDE CLEAN FUELS INC WT EXP 021528 | $6K |
CMCSACOMCAST CORP NEW CL A | $6K |
EMREMERSON ELEC CO COM | $6K |
ETNEATON CORP PLC SHS | $6K |
ISTBISHARES CORE 1-5 YEAR USD BOND ETF | $6K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $6K |
WFCWELLS FARGO CO NEW COM | $5K |
NFLXNETFLIX INC COM | $5K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $5K |
SCHBSCHWAB U.S. BROAD MARKET ETF | $5K |
IIIINFORMATION SVCS GROUP INC COM | $5K |
MDLZMONDELEZ INTL INC CL A | $5K |
KEYSKEYSIGHT TECHNOLOGIES INC COM | $4K |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $4K |
ECLECOLAB INC COM | $4K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $4K |
IWMISHARES RUSSELL 2000 ETF | $4K |
SEICSEI INVTS CO COM | $4K |
SHMSPDR NUVEEN BLMBG ST MUNBD ETF | $4K |
AMTAMERICAN TOWER CORP NEW COM | $4K |
CBRECBRE GROUP INC CL A | $4K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $4K |
ILCBISHARES MORNINGSTAR U.S. EQUITY ETF | $4K |
AMTMAMENTUM HOLDINGS INC COM | $4K |
AMGNAMGEN INC COM | $4K |
SBUXSTARBUCKS CORP COM | $4K |
PFEPFIZER INC COM | $4K |
VRTXVERTEX PHARMACEUTICALS INC COM | $4K |
KVYOKLAVIYO INC COM SER A | $4K |
VLTOVERALTO CORP COM SHS | $4K |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $4K |
TTDTHE TRADE DESK INC COM CL A | $4K |
USFRWISDOMTREE FLOATING RATE TREASURY FUND | $3K |
VOTVANGUARD MID-CAP GROWTH ETF | $3K |
NTNXNUTANIX INC CL A | $3K |
4I1PHILIP MORRIS INTL INC COM | $3K |
FTVFORTIVE CORP COM | $3K |
RAREULTRAGENYX PHARMACEUTICAL INC COM | $3K |
SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3K |
CRWDCROWDSTRIKE HLDGS INC CL A | $3K |
VUGVANGUARD GROWTH ETF | $3K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $3K |
BSVVANGUARD SHORT-TERM BOND ETF | $3K |
SPHQINVESCO S&P 500 QUALITY ETF | $3K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $3K |
VTVVANGUARD VALUE ETF | $3K |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $3K |
AXPAMERICAN EXPRESS CO COM | $3K |
DWDMORGAN STANLEY COM NEW | $3K |
SUSAISHARES ESG OPTIMIZED MSCI USA ETF | $3K |
BLKBLACKROCK INC COM | $3K |
BSXBOSTON SCIENTIFIC CORP COM | $3K |
8CWCROWN CASTLE INC COM | $3K |
PJTPJT PARTNERS INC COM CL A | $3K |
LOWLOWES COS INC COM | $3K |
IATISHARES U.S. REGIONAL BANKS ETF | $2K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $2K |
ORLYOREILLY AUTOMOTIVE INC COM | $2K |
LMTLOCKHEED MARTIN CORP COM | $2K |
ENQENTEGRIS INC COM | $2K |
GQ9SPDR GOLD SHARES | $2K |
IUSVISHARES CORE S&P US VALUE ETF | $2K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $2K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $2K |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $2K |
ISRGINTUITIVE SURGICAL INC COM NEW | $2K |
ITWILLINOIS TOOL WKS INC COM | $2K |
AONAON PLC SHS CL A | $2K |
STTSTATE STR CORP COM | $2K |
UNPUNION PAC CORP COM | $2K |
IWOISHARES RUSSELL 2000 GROWTH ETF | $2K |
NGVCNATURAL GROCERS BY VITAMIN COT COM | $2K |
INTUINTUIT COM | $2K |
SPIBSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $2K |