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 |
|---|---|
CEGCONSTELLATION ENERGY CORP COM | $864K |
BABOEING CO COM | $862K |
MRVLMARVELL TECHNOLOGY INC COM | $857K |
IWDISHARES RUSSELL 1000 VALUE ETF | $852K |
A4SAMERIPRISE FINL INC COM | $838K |
ADSKAUTODESK INC COM | $837K |
CARRCARRIER GLOBAL CORPORATION COM | $835K |
KVUEKENVUE INC COM | $833K |
MNSTMONSTER BEVERAGE CORP NEW COM | $823K |
TYLTYLER TECHNOLOGIES INC COM | $821K |
CDNSCADENCE DESIGN SYSTEM INC COM | $803K |
BACVERIZON COMMUNICATIONS INC COM | $797K |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $792K |
BMYBRISTOL-MYERS SQUIBB CO COM | $788K |
CPRTCOPART INC COM | $777K |
COPCONOCOPHILLIPS COM | $760K |
STLDSTEEL DYNAMICS INC COM | $748K |
BJBJS WHSL CLUB HLDGS INC COM | $739K |
VBRVANGUARD SMALL CAP VALUE ETF | $739K |
MTBM & T BK CORP COM | $731K |
IAU*ISHARES GOLD TRUST | $728K |
HXLHEXCEL CORP NEW COM | $726K |
IDXXIDEXX LABS INC COM | $722K |
HASIHA SUSTAINABLE INFRA CAP INC COM | $717K |
SRESEMPRA COM | $715K |
APPAPPLOVIN CORP COM CL A | $714K |
XLFISTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $714K |
KKRKKR & CO INC COM | $712K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $711K |
SOLSSOLSTICE ADVANCED MATLS INC COM SHS | $709K |
AWCAMERICAN WTR WKS CO INC NEW COM | $707K |
FASTFASTENAL CO COM | $707K |
MCKMCKESSON CORP COM | $706K |
TRVTRAVELERS COMPANIES INC COM | $705K |
ETRENTERGY CORP NEW COM | $699K |
ABNBAIRBNB INC COM CL A | $697K |
PAAAPGIM AAA CLO ETF | $689K |
CMCANADIAN IMPERIAL BANK OF COMM COM | $688K |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $685K |
PHOINVESCO WATER RESOURCES ETF | $682K |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $680K |
AQLTISHARES SELECT DIVIDEND ETF | $668K |
DSGDESCARTES SYS GROUP INC COM | $665K |
YUMYUM BRANDS INC COM | $665K |
RALRALLIANT CORP COM | $658K |
OKEONEOK INC NEW COM | $656K |
HWMHOWMET AEROSPACE INC COM | $635K |
PAYCPAYCOM SOFTWARE INC COM | $624K |
ROKROCKWELL AUTOMATION INC COM | $623K |
GWWWW GRAINGER INC COM | $620K |
VLOVALERO ENERGY CORP COM | $615K |
SOXXISHARES SEMICONDUCTOR ETF | $614K |
EXASEXACT SCIENCES CORP COM | $613K |
EBCEASTERN BANKSHARES INC COM | $611K |
NEMNEWMONT CORP COM | $609K |
MUNYVANGUARD NEW YORK TAX-EXEMPT BOND ETF | $608K |
HQYHEALTHEQUITY INC COM | $600K |
CMFISHARES CALIFORNIA MUNI BOND ETF | $597K |
CTVACORTEVA INC COM | $593K |
PLDPROLOGIS INC. COM | $590K |
METMETLIFE INC COM | $589K |
HCAHCA HEALTHCARE INC COM | $588K |
THCTENET HEALTHCARE CORP COM NEW | $586K |
IWRISHARES RUSSELL MIDCAP ETF | $573K |
TELTE CONNECTIVITY PLC ORD SHS | $571K |
BKBANK NEW YORK MELLON CORP COM | $569K |
HASHASBRO INC COM | $568K |
MCOMOODYS CORP COM | $565K |
LHLABCORP HOLDINGS INC COM SHS | $560K |
MPCMARATHON PETE CORP COM | $557K |
VFHVANGUARD FINANCIALS ETF | $554K |
HIGHARTFORD INSURANCE GROUP INC COM | $553K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $549K |
NVSNNOVARTIS AG SPONSORED ADR | $548K |
REGNREGENERON PHARMACEUTICALS COM | $548K |
AZOAUTOZONE INC COM | $546K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $544K |
SWKSTANLEY BLACK & DECKER INC COM | $543K |
BALLBALL CORP COM | $538K |
EDCONSOLIDATED EDISON INC COM | $531K |
AG8AGILENT TECHNOLOGIES INC COM | $528K |
DDDUPONT DE NEMOURS INC COM | $524K |
DALDELTA AIR LINES INC DEL COM NEW | $522K |
TDTORONTO DOMINION BK ONT COM NEW | $511K |
DSIISHARES ESG MSCI KLD 400 ETF | $506K |
ELVELEVANCE HEALTH INC FORMERLY A COM | $505K |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $505K |
HEIHEICO CORP NEW CL A | $505K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $504K |
ONON SEMICONDUCTOR CORP COM | $502K |
DECKDECKERS OUTDOOR CORP COM | $502K |
ODFLOLD DOMINION FREIGHT LINE INC COM | $499K |
ABGCENCORA INC COM | $495K |
EPDENTERPRISE PRODS PARTNERS L P COM | $493K |
NUENUCOR CORP COM | $493K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | $492K |
GMGENERAL MTRS CO COM | $492K |
ANAUTONATION INC COM | $492K |
SAPSAP SE SPON ADR | $489K |
CSLCARLISLE COS INC COM | $488K |