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)

StockValue
HDBHDFC BANK LTD SPONSORED ADS
$227K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$227K
PSAPUBLIC STORAGE OPER CO COM
$226K
LIILENNOX INTL INC COM
$226K
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$222K
LLOEWS CORP COM
$222K
MCHPMICROCHIP TECHNOLOGY INC. COM
$222K
EMEEMCOR GROUP INC COM
$221K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$220K
PSXPHILLIPS 66 COM
$219K
THGHANOVER INS GROUP INC COM
$218K
PSTGPURE STORAGE INC CL A
$218K
CBOECBOE GLOBAL MKTS INC COM
$217K
GRMNGARMIN LTD SHS
$214K
CHRWC H ROBINSON WORLDWIDE INC COM NEW
$212K
PRIPRIMERICA INC COM
$210K
CALFPACER US SMALL CAP CASH COWS ETF
$210K
APOAPOLLO GLOBAL MGMT INC COM
$209K
WSMWILLIAMS SONOMA INC COM
$209K
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
$209K
NVONOVO-NORDISK A S ADR
$209K
FDGAMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF
$208K
HALHALLIBURTON CO COM
$208K
UMHUMH PPTYS INC COM
$206K
UPSUNITED PARCEL SERVICE INC CL B
$205K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$205K
LULULULULEMON ATHLETICA INC COM
$203K
WTWWILLIS TOWERS WATSON PLC LTD SHS
$202K
A4SAMERIPRISE FINL INC COM
$201K
SPGSIMON PPTY GROUP INC NEW COM
$201K
KRKROGER CO COM
$200K
VTRSVIATRIS INC COM
$183K
RWTREDWOOD TRUST INC COM
$178K
PRMEPRIME MEDICINE INC COM
$176K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$171K
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
BKNGBOOKING HOLDINGS INC COM
$101K
UMCUNITED MICROELECTRONICS CORP SPON ADR NEW
$99K
KLACKLA CORP COM NEW
$80K
IBRXIMMUNITYBIO INC COM
$80K
LPLLG DISPLAY CO LTD SPONS ADR REP
$65K
LUMNLUMEN TECHNOLOGIES INC COM
$64K
J7JMONOGRAM TECHNOLOGIES INC COM
$59K
WITWIPRO LTD SPON ADR 1 SH
$47K
MAMASTERCARD INCORPORATED CL A
$43K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$41K
DAKTDaktari
$41K
SPYSPDR S&P 500 ETF TRUST
$40K
GEVGE VERNOVA INC COM
$40K
VOOVANGUARD S&P 500 ETF
$35K
URIUNITED RENTALS INC COM
$34K
LLYELI LILLY & CO COM
$28K
NDQINVESCO QQQ TRUST SERIES I
$18K
NOWSERVICENOW INC COM
$10K
NFLXNETFLIX INC COM
$5K
MDYSPDR S&P MIDCAP 400 ETF TRUST
$5K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$3K
BLKBLACKROCK INC COM
$3K
INTUINTUIT COM
$2K
PHPARKER-HANNIFIN CORP COM
$2K
NOCNORTHROP GRUMMAN CORP COM
$2K
TYLTYLER TECHNOLOGIES INC COM
$2K
MKLMARKEL GROUP INC COM
$1K
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