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 |
|---|---|
CHEFCHEFS WHSE INC COM | $514K |
ETRENTERGY CORP NEW COM | $505K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $505K |
CYBRCYBERARK SOFTWARE LTD SHS | $505K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $504K |
GWWGRAINGER W W INC COM | $496K |
EPDENTERPRISE PRODS PARTNERS L P COM | $489K |
STLDSTEEL DYNAMICS INC COM | $486K |
AZOAUTOZONE INC COM | $484K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $482K |
FASTFASTENAL CO COM | $475K |
NVONOVO-NORDISK A S ADR | $470K |
METMETLIFE INC COM | $469K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $468K |
DSIISHARES MSCI KLD 400 SOCIAL ETF | $465K |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $464K |
CITHE CIGNA GROUP COM | $462K |
GIB/ACGI INC CL A SUB VTG | $458K |
DDDUPONT DE NEMOURS INC COM | $456K |
EDCONSOLIDATED EDISON INC COM | $453K |
CMCANADIAN IMPERIAL BK COMM COM | $443K |
VDEVANGUARD ENERGY ETF | $438K |
VHTVANGUARD HEALTH CARE ETF | $434K |
YUMYUM BRANDS INC COM | $434K |
SRESEMPRA COM | $430K |
BALLBALL CORP COM | $426K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $425K |
WMWASTE MGMT INC DEL COM | $416K |
NYFISHARES NEW YORK MUNI BOND ETF | $401K |
ESEVERSOURCE ENERGY COM | $400K |
VNQVANGUARD REAL ESTATE ETF | $399K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $397K |
UBERUBER TECHNOLOGIES INC COM | $396K |
ONON SEMICONDUCTOR CORP COM | $395K |
LHXL3HARRIS TECHNOLOGIES INC COM | $391K |
DDOMINION ENERGY INC COM | $390K |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $389K |
CTVACORTEVA INC COM | $389K |
NOCNORTHROP GRUMMAN CORP COM | $388K |
HEIHEICO CORP NEW CL A | $386K |
PYPLPAYPAL HLDGS INC COM | $385K |
WATWATERS CORP COM | $381K |
AZNASTRAZENECA PLC SPONSORED ADR | $380K |
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | $376K |
BIPCBROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $374K |
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $373K |
GISGENERAL MLS INC COM | $370K |
WPCWP CAREY INC COM | $365K |
CMSCMS ENERGY CORP COM | $363K |
UHTUNIVERSAL HEALTH RLTY INCOME T SH BEN INT | $360K |
IAU*ISHARES GOLD TRUST | $359K |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $358K |
HOLXHOLOGIC INC COM | $355K |
PCGPG&E CORP COM | $353K |
HEESEURH & E EQUIPMENT SERVICES INC COM | $343K |
MAINMAIN STR CAP CORP COM | $343K |
VEEVVEEVA SYS INC CL A COM | $342K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $342K |
AMLPALERIAN MLP ETF | $341K |
DELLDELL TECHNOLOGIES INC CL C | $340K |
ANAUTONATION INC COM | $340K |
IVOOVANGUARD S&P MID-CAP 400 ETF | $339K |
IWNISHARES RUSSELL 2000 VALUE ETF | $337K |
THCTENET HEALTHCARE CORP COM NEW | $336K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $335K |
HSYHERSHEY CO COM | $334K |
CMGCHIPOTLE MEXICAN GRILL INC COM | $331K |
FISFIDELITY NATL INFORMATION SVCS COM | $325K |
IRMIRON MTN INC DEL COM | $323K |
LIILENNOX INTL INC COM | $322K |
RUNSUNRUN INC COM | $321K |
ODFLOLD DOMINION FREIGHT LINE INC COM | $320K |
APDAIR PRODS & CHEMS INC COM | $317K |
INTCINTEL CORP COM | $316K |
REGNREGENERON PHARMACEUTICALS COM | $315K |
VDCVANGUARD CONSUMER STAPLES ETF | $313K |
VVVANGUARD LARGE-CAP ETF | $313K |
PCARPACCAR INC COM | $310K |
RJFRAYMOND JAMES FINL INC COM | $308K |
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $303K |
WSOWATSCO INC COM | $300K |
AIGAMERICAN INTL GROUP INC COM NEW | $298K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $298K |
NUENUCOR CORP COM | $297K |
NDAQNASDAQ INC COM | $295K |
MSCIMSCI INC COM | $295K |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $295K |
USBUS BANCORP DEL COM NEW | $293K |
CNRCANADIAN NATL RY CO COM | $286K |
ABGCENCORA INC COM | $282K |
ABNBAIRBNB INC COM CL A | $279K |
AFLAFLAC INC COM | $278K |
TDYTELEDYNE TECHNOLOGIES INC COM | $277K |
BIVVANGUARD INTERMEDIATE-TERM BOND ETF | $275K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $274K |
GGGGRACO INC COM | $274K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $272K |
EXASEXACT SCIENCES CORP COM | $272K |
LHLABCORP HOLDINGS INC COM SHS | $270K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $263K |