Crestwood Advisors Group, LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$5.3B
Holdings
456
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (456 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $365.3M |
MSFTMICROSOFT CORP COM | $234.4M |
AMZNAMAZON COM INC COM | $206.7M |
GOOGLALPHABET INC CAP STK CL A | $146.3M |
FISVFISERV INC COM | $135.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $115.8M |
VVISA INC COM CL A | $108.6M |
METAMETA PLATFORMS INC CL A | $106.9M |
CRMSALESFORCE INC COM | $99.5M |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $98.8M |
BKNGBOOKING HOLDINGS INC COM | $98.7M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $93.8M |
BXBLACKSTONE INC COM | $87.5M |
HONHONEYWELL INTL INC COM | $80.7M |
HDHOME DEPOT INC COM | $80.5M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $76.0M |
AQLTISHARES U.S. TREASURY BOND ETF | $76.0M |
DHRDANAHER CORPORATION COM | $75.8M |
COSTCOSTCO WHSL CORP NEW COM | $72.6M |
IVVISHARES CORE S&P 500 ETF | $72.5M |
GOOGALPHABET INC CAP STK CL C | $69.8M |
TJXTJX COS INC NEW COM | $67.9M |
MUBISHARES NATIONAL MUNI BOND ETF | $67.6M |
HLTHILTON WORLDWIDE HLDGS INC COM | $66.9M |
ADBEADOBE INC COM | $65.5M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $62.3M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $62.3M |
JPMJPMORGAN CHASE & CO. COM | $59.2M |
AMATAPPLIED MATLS INC COM | $58.2M |
JNJJOHNSON & JOHNSON COM | $55.6M |
XYLXYLEM INC COM | $55.0M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $51.1M |
SCHWSCHWAB CHARLES CORP COM | $48.8M |
QCOMQUALCOMM INC COM | $45.5M |
ROPROPER TECHNOLOGIES INC COM | $45.5M |
NVDANVIDIA CORPORATION COM | $44.8M |
MCXMCCORMICK & CO INC COM NON VTG | $43.4M |
VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF | $43.0M |
AVGOBROADCOM INC COM | $41.9M |
FTVFORTIVE CORP COM | $40.7M |
SPGIS&P GLOBAL INC COM | $40.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $38.1M |
SYKSTRYKER CORPORATION COM | $36.2M |
ZTSZOETIS INC CL A | $35.6M |
KMIKINDER MORGAN INC DEL COM | $33.9M |
KLACKLA CORP COM NEW | $33.3M |
PWRQUANTA SVCS INC COM | $33.2M |
SPYSPDR S&P 500 ETF TRUST | $33.1M |
AQLTISHARES CORE MSCI EAFE ETF | $32.8M |
QLTYGMO U.S. QUALITY ETF | $32.6M |
SHWSHERWIN WILLIAMS CO COM | $32.1M |
APHAMPHENOL CORP NEW CL A | $31.7M |
KVUEKENVUE INC COM | $31.7M |
MTDMETTLER TOLEDO INTERNATIONAL COM | $30.7M |
MAMASTERCARD INCORPORATED CL A | $30.5M |
ORCLORACLE CORP COM | $30.5M |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $29.9M |
VOOVANGUARD S&P 500 ETF | $29.0M |
STZCONSTELLATION BRANDS INC CL A | $28.6M |
LLYELI LILLY & CO COM | $27.8M |
PGPROCTER AND GAMBLE CO COM | $26.8M |
CMECME GROUP INC COM | $26.7M |
XLEENERGY SELECT SECTOR SPDR FUND | $26.6M |
URIUNITED RENTALS INC COM | $25.6M |
LRCXLAM RESEARCH CORP COM NEW | $23.7M |
BACBANK AMERICA CORP COM | $23.2M |
MRSHMARSH & MCLENNAN COS INC COM | $21.3M |
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $20.5M |
ABBVABBVIE INC COM | $20.1M |
OLEDUNIVERSAL DISPLAY CORP COM | $19.7M |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $19.4M |
IQVIQVIA HLDGS INC COM | $18.7M |
NXPINXP SEMICONDUCTORS N V COM | $18.0M |
SEICSEI INVTS CO COM | $17.2M |
IWVISHARES RUSSELL 3000 ETF | $14.5M |
XOMEXXON MOBIL CORP COM | $14.0M |
EWEDWARDS LIFESCIENCES CORP COM | $13.7M |
SFSTIFEL FINL CORP COM | $13.7M |
MFCMANULIFE FINL CORP COM | $13.4M |
DISDISNEY WALT CO COM | $13.0M |
IJRISHARES CORE S&P SMALL CAP ETF | $12.5M |
PANWPALO ALTO NETWORKS INC COM | $12.0M |
NDQINVESCO QQQ TRUST SERIES I | $12.0M |
WMBWILLIAMS COS INC COM | $11.9M |
MRKMERCK & CO INC COM | $11.6M |
CHDCHURCH & DWIGHT CO INC COM | $11.5M |
NOWSERVICENOW INC COM | $11.4M |
PEPPEPSICO INC COM | $11.4M |
CVXCHEVRON CORP NEW COM | $10.9M |
JJACOBS SOLUTIONS INC COM | $10.9M |
CSCOCISCO SYS INC COM | $10.7M |
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $10.7M |
EFAISHARES MSCI EAFE ETF | $10.4M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $10.4M |
IYEISHARES U.S. ENERGY ETF | $10.3M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $10.2M |
ABTABBOTT LABS COM | $10.1M |
TTTRANE TECHNOLOGIES PLC SHS | $9.8M |
LAZLAZARD INC COM | $9.5M |
STAGSTAG INDL INC COM | $9.4M |
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