Crestwood Advisors Group, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$6.0B
Holdings
693
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (693 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $375.5M |
MSFTMICROSOFT CORP COM | $260.8M |
IVVISHARES CORE S&P 500 ETF | $240.4M |
GOOGLALPHABET INC CAP STK CL A | $226.8M |
AMZNAMAZON COM INC COM | $197.2M |
NVDANVIDIA CORPORATION COM | $157.6M |
VVISA INC COM CL A | $111.8M |
GOOGALPHABET INC CAP STK CL C | $109.8M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $105.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $102.8M |
AVGOBROADCOM INC COM | $99.0M |
BKNGBOOKING HOLDINGS INC COM | $97.4M |
METAMETA PLATFORMS INC CL A | $96.6M |
VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF | $88.5M |
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $80.7M |
AQLTISHARES U.S. TREASURY BOND ETF | $79.2M |
AMATAPPLIED MATLS INC COM | $79.2M |
JPMJPMORGAN CHASE & CO. COM | $78.3M |
BXBLACKSTONE INC COM | $77.3M |
TJXTJX COS INC NEW COM | $71.1M |
HLTHILTON WORLDWIDE HLDGS INC COM | $69.9M |
CRMSALESFORCE INC COM | $68.9M |
DHRDANAHER CORPORATION COM | $68.9M |
JMEEJPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $64.0M |
COSTCOSTCO WHOLESALE CORPORATION COM | $63.1M |
HDHOME DEPOT INC COM | $60.8M |
XYLXYLEM INC COM | $59.7M |
APHAMPHENOL CORP CL A | $58.0M |
MUBISHARES NATIONAL MUNI BOND ETF | $57.3M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $55.7M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $54.2M |
QLTYGMO US QUALITY ETF | $53.1M |
KLACKLA CORP COM NEW | $52.9M |
LRCXLAM RESEARCH CORP COM NEW | $51.0M |
JNJJOHNSON & JOHNSON COM | $49.0M |
SPYSTATE STR SPDR S&P 500 ETF TR TR UNIT | $47.8M |
HONHONEYWELL INTL INC COM | $45.4M |
AZNASTRAZENECA PLC SPONSORED ADR | $45.3M |
CMECME GROUP INC COM | $44.7M |
QCOMQUALCOMM INC COM | $42.9M |
PWRQUANTA SVCS INC COM | $42.6M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $42.3M |
MAMASTERCARD INCORPORATED CL A | $42.1M |
BACBANK AMERICA CORP COM | $41.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $41.5M |
SPGIS&P GLOBAL INC COM | $39.1M |
AQLTISHARES CORE MSCI EAFE ETF | $38.7M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $38.0M |
ORCLORACLE CORP COM | $36.7M |
VOOVANGUARD S&P 500 ETF | $36.2M |
MTDMETTLER TOLEDO INTERNATIONAL COM | $33.8M |
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $33.7M |
KMIKINDER MORGAN INC DEL COM | $33.4M |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $33.4M |
TXNTEXAS INSTRS INC COM | $32.0M |
IJHISHARES CORE S&P MID-CAP ETF | $31.5M |
ADBEADOBE INC COM | $30.3M |
XMHQINVESCO S&P MIDCAP QUALITY ETF | $29.3M |
PEPPEPSICO INC COM | $28.8M |
URIUNITED RENTALS INC COM | $28.7M |
NDQINVESCO QQQ TRUST SERIES I | $27.5M |
ABBVABBVIE INC COM | $27.2M |
IQVIQVIA HLDGS INC COM | $26.5M |
SHWSHERWIN WILLIAMS CO COM | $25.0M |
USBUS BANCORP DEL COM NEW | $23.1M |
PGPROCTER & GAMBLE CO COM | $22.8M |
ROPROPER TECHNOLOGIES INC COM | $22.4M |
LLYELI LILLY & CO COM | $22.0M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $21.7M |
MCXMCCORMICK & CO INC COM NON VTG | $21.5M |
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $18.5M |
MRSHMARSH & MCLENNAN COS INC COM | $17.9M |
NXPINXP SEMICONDUCTORS N V COM | $17.9M |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $17.8M |
EOGEOG RES INC COM | $16.5M |
IWVISHARES RUSSELL 3000 ETF | $16.4M |
SFSTIFEL FINL CORP COM | $16.0M |
XOMEXXON MOBIL CORP COM | $15.9M |
OLEDUNIVERSAL DISPLAY CORP COM | $15.7M |
SYKSTRYKER CORPORATION COM | $15.7M |
MFCMANULIFE FINL CORP COM | $15.1M |
CSCOCISCO SYS INC COM | $14.8M |
EWEDWARDS LIFESCIENCES CORP COM | $14.6M |
ZTSZOETIS INC CL A | $14.5M |
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF | $14.3M |
GSGOLDMAN SACHS GROUP INC COM | $13.3M |
CATCATERPILLAR INC COM | $13.2M |
WMBWILLIAMS COS INC COM | $12.9M |
SCHWSCHWAB CHARLES CORP COM | $12.8M |
PANWPALO ALTO NETWORKS INC COM | $12.5M |
IJRISHARES CORE S&P SMALL CAP ETF | $12.1M |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $11.8M |
EFAISHARES MSCI EAFE ETF | $11.6M |
ABTABBOTT LABS COM | $11.4M |
CVXCHEVRON CORP NEW COM | $11.3M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $11.0M |
JJACOBS SOLUTIONS INC COM | $10.9M |
MRKMERCK & CO INC COM | $10.9M |
ADIANALOG DEVICES INC COM | $10.5M |
TTTRANE TECHNOLOGIES PLC SHS | $10.2M |
Page 1 of 7Next