Crestwood Advisors Group, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$6.0M
Holdings
693
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (693 positions)
| Stock | Value |
|---|---|
KOCOCA COLA CO COM | $10K |
MCDMCDONALDS CORP COM | $10K |
IBMINTERNATIONAL BUSINESS MACHS COM | $10K |
LAZLAZARD INC COM | $10K |
CHDCHURCH & DWIGHT CO INC COM | $9K |
VOVANGUARD MID-CAP ETF | $9K |
STAGSTAG INDUSTRIAL INC COM | $9K |
TSLATESLA INC COM | $9K |
NEENEXTERA ENERGY INC COM | $9K |
ISTBISHARES CORE 1-5 YEAR USD BOND ETF | $9K |
VBVANGUARD SMALL-CAP ETF | $9K |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $8K |
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $8K |
NOWSERVICENOW INC COM | $8K |
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $8K |
SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $8K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $8K |
WMTWALMART INC COM | $8K |
TFISTATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $7K |
ARCCARES CAPITAL CORP COM | $7K |
INDBINDEPENDENT BK CORP MASS COM | $7K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $7K |
TTDTHE TRADE DESK INC COM CL A | $6K |
JOYTJPMORGAN EQUITY FOCUS ETF | $6K |
EMREMERSON ELEC CO COM | $6K |
AKAMAKAMAI TECHNOLOGIES INC COM | $6K |
HBANHUNTINGTON BANCSHARES INC COM | $6K |
FLOTISHARES FLOATING RATE BOND ETF | $6K |
RTXRTX CORPORATION COM | $6K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $6K |
WFCWELLS FARGO & CO COM | $6K |
AXPAMERICAN EXPRESS CO COM | $5K |
DISDISNEY WALT CO COM | $5K |
SCHBSCHWAB U.S. BROAD MARKET ETF | $5K |
STZCONSTELLATION BRANDS INC CL A | $5K |
CMCSACOMCAST CORP NEW CL A | $5K |
KEYSKEYSIGHT TECHNOLOGIES INC COM | $5K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $5K |
IIIINFORMATION SVCS GROUP INC COM | $5K |
PSPINVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $5K |
AMGNAMGEN INC COM | $5K |
ETNEATON CORP PLC SHS | $5K |
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $5K |
GEGE AEROSPACE COM NEW | $4K |
ITGARTNER INC COM | $4K |
IWBISHARES RUSSELL 1000 ETF | $4K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $4K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $4K |
ECLECOLAB INC COM | $4K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $4K |
CBRECBRE GROUP INC CL A | $4K |
KVYOKLAVIYO INC COM SER A | $4K |
IWMISHARES RUSSELL 2000 ETF | $4K |
ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $4K |
ILCBISHARES MORNINGSTAR U.S. EQUITY ETF | $4K |
SEICSEI INVTS CO COM | $4K |
NFLXNETFLIX INC. COM | $4K |
XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF | $4K |
SHMSPDR NUVEEN BLMBG ST MUNBD ETF | $4K |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $4K |
SBUXSTARBUCKS CORP COM | $4K |
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $4K |
MDLZMONDELEZ INTL INC CL A | $4K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $4K |
4I1PHILIP MORRIS INTL INC COM | $4K |
VRTXVERTEX PHARMACEUTICALS INC COM | $4K |
FISVFISERV INC COM | $4K |
GLWCORNING INC COM | $4K |
PFEPFIZER INC COM | $3K |
AMTAMERICAN TOWER CORP COM | $3K |
ISRGINTUITIVE SURGICAL INC COM NEW | $3K |
VUGVANGUARD GROWTH ETF | $3K |
VTVVANGUARD VALUE ETF | $3K |
USFRWISDOMTREE FLOATING RATE TREASURY FUND | $3K |
FTVFORTIVE CORP COM | $3K |
SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3K |
VOTVANGUARD MID-CAP GROWTH ETF | $3K |
CLCOLGATE PALMOLIVE CO COM | $3K |
DWDMORGAN STANLEY COM NEW | $3K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $3K |
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $3K |
CRWDCROWDSTRIKE HLDGS INC CL A | $3K |
GEVGE VERNOVA INC COM | $3K |
BSVVANGUARD SHORT-TERM BOND ETF | $3K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $3K |
WASHWASHINGTON TR BANCORP INC COM | $3K |
VLTOVERALTO CORP COM SHS | $3K |
KMBKIMBERLY-CLARK CORP COM | $3K |
SUSAISHARES ESG OPTIMIZED MSCI USA ETF | $3K |
GQ9SPDR GOLD SHARES | $3K |
STTSTATE STR CORP COM | $3K |
AMDADVANCED MICRO DEVICES INC COM | $3K |
BLKBLACKROCK INC COM | $3K |
LOWLOWES COS INC COM | $3K |
IATISHARES U.S. REGIONAL BANKS ETF | $3K |
IUSVISHARES CORE S&P US VALUE ETF | $3K |
LMTLOCKHEED MARTIN CORP COM | $2K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $2K |
NTNXNUTANIX INC CL A | $2K |
INTUINTUIT COM | $2K |