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 |
|---|---|
PHPARKER-HANNIFIN CORP COM | $2.4M |
UNPUNION PAC CORP COM | $2.4M |
IBBISHARES BIOTECHNOLOGY ETF | $2.4M |
PJTPJT PARTNERS INC COM CL A | $2.4M |
IVEISHARES S&P 500 VALUE ETF | $2.3M |
RAREULTRAGENYX PHARMACEUTICAL INC COM | $2.3M |
AONAON PLC SHS CL A | $2.3M |
SPHQINVESCO S&P 500 QUALITY ETF | $2.3M |
GILDGILEAD SCIENCES INC COM | $2.2M |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $2.2M |
BSXBOSTON SCIENTIFIC CORP COM | $2.2M |
8CWCROWN CASTLE INC COM | $2.1M |
SPIBSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $2.1M |
FQIDIGITAL RLTY TR INC COM | $2.1M |
ENQENTEGRIS INC COM | $2.1M |
IVWISHARES S&P 500 GROWTH ETF | $2.0M |
SMTHALPS/SMITH CORE PLUS BOND ETF | $2.0M |
UNHUNITEDHEALTH GROUP INC COM | $1.9M |
MSIMOTOROLA SOLUTIONS INC COM NEW | $1.9M |
WDCWESTERN DIGITAL CORP COM | $1.9M |
GDGENERAL DYNAMICS CORP COM | $1.8M |
ICEINTERCONTINENTAL EXCHANGE INC COM | $1.8M |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $1.8M |
IWOISHARES RUSSELL 2000 GROWTH ETF | $1.8M |
XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $1.7M |
AMTMAMENTUM HOLDINGS INC COM | $1.7M |
—CIDARA THERAPEUTICS INC COM NEW | $1.7M |
ORLYOREILLY AUTOMOTIVE INC COM | $1.7M |
AMEAMETEK INC COM | $1.7M |
MUMICRON TECHNOLOGY INC COM | $1.7M |
GINNINNOVATE EQUITY ETF | $1.7M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $1.6M |
COFCAPITAL ONE FINL CORP COM | $1.6M |
MMM3M Company | $1.6M |
CVSCVS HEALTH CORP COM | $1.6M |
TRVCCITIGROUP INC COM NEW | $1.6M |
SNASNAP ON INC COM | $1.5M |
XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $1.5M |
DYHTARGET CORP COM | $1.5M |
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $1.5M |
DEDEERE & CO COM | $1.5M |
CMICUMMINS INC COM | $1.5M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $1.4M |
NSCNORFOLK SOUTHN CORP COM | $1.4M |
IRINGERSOLL RAND INC COM | $1.4M |
IYEISHARES U.S. ENERGY ETF | $1.4M |
DVYEISHARES EMERGING MARKETS DIVIDEND ETF | $1.4M |
ADPAUTOMATIC DATA PROCESSING INC COM | $1.4M |
NKENIKE INC CL B | $1.4M |
NGVCNATURAL GROCERS BY VITAMIN COM | $1.3M |
MOALTRIA GROUP INC COM | $1.3M |
ITWILLINOIS TOOL WKS INC COM | $1.3M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $1.3M |
LINLINDE PLC SHS | $1.3M |
WYWEYERHAEUSER CO COM NEW | $1.3M |
FLRTPACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | $1.3M |
WMWASTE MGMT INC DEL COM | $1.3M |
QLVFLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND | $1.3M |
CBCHUBB LIMITED COM | $1.3M |
PLMRPALOMAR HLDGS INC COM | $1.2M |
NOCNORTHROP GRUMMAN CORP COM | $1.2M |
ANETARISTA NETWORKS INC COM SHS | $1.2M |
VTVANGUARD TOTAL WORLD STOCK ETF | $1.1M |
BNBROOKFIELD CORP CL A LTD VT SH | $1.1M |
PATKPATRICK INDS INC COM | $1.1M |
ARCBARCBEST CORP COM | $1.1M |
MDTMEDTRONIC PLC SHS | $1.1M |
MKLMARKEL GROUP INC COM | $1.1M |
ATDATI INC COM | $1.1M |
CWENCLEARWAY ENERGY INC CL C | $1.1M |
PGRPROGRESSIVE CORP COM | $1.1M |
INTCINTEL CORP COM | $1.1M |
GTLSCHART INDS INC COM | $1.1M |
CYBRCYBERARK SOFTWARE LTD SHS | $1.1M |
AEPAMERICAN ELEC PWR CO INC COM | $1.1M |
DOVDOVER CORP COM | $1.1M |
LENLENNAR CORP CL A | $1.1M |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $1.0M |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.0M |
EAELECTRONIC ARTS INC COM | $1.0M |
TAT&T INC COM | $1.0M |
ASMLASML HLDG NV N Y REGISTRY SHS | $1.0M |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $991K |
STESTERIS PLC SHS USD | $988K |
AVTAVNET INC COM | $980K |
VIRTVIRTU FINL INC CL A | $978K |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $978K |
PHMPULTE GROUP INC COM | $977K |
DEODIAGEO PLC SPON ADR NEW | $960K |
UBERUBER TECHNOLOGIES INC COM | $945K |
IRMIRON MTN INC DEL COM | $932K |
LHXL3HARRIS TECHNOLOGIES INC COM | $932K |
EFIVSTATE STREET SPDR S&P 500 ESG ETF | $915K |
EEMISHARES MSCI EMERGING MARKETS ETF | $909K |
LNGCHENIERE ENERGY INC COM NEW | $894K |
RJFRAYMOND JAMES FINL INC COM | $893K |
DUKDUKE ENERGY CORP NEW COM NEW | $892K |
QQQMINVESCO NASDAQ 100 ETF | $884K |
JPMALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044 | $874K |
CEGCONSTELLATION ENERGY CORP COM | $864K |