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Crestwood Advisors

Latest statistics and disclosures from Crestwood Advisors Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, AMZN, GOOGL, IVV, and represent 20.43% of Crestwood Advisors Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$68M), NVDA (+$44M), ROP (+$20M), PEP (+$18M), VSLU (+$9.0M), IDEV (+$8.2M), SUB (+$6.9M), ISTB, JMEE, USIG.
Started 55 new stock positions in HPE, NBIS, XEL, WSM, LPL, SWKS, LUMN, EQIX, XAR, RCL.
Reduced shares in these 10 stocks: ITOT (-$38M), BRK.B (-$18M), HON (-$13M), XLE (-$13M), SEIC (-$13M), AAPL (-$12M), KVUE (-$8.2M), IYE (-$6.8M), ACN (-$6.4M), CRM (-$6.4M).
Sold out of its positions in ALGN, ANSS, BPMC, CP, DKNG, ES, FTNT, IBN, NYF, INDA. KD, ONEW, PAYX, SONO, TRI, Walgreen Boots Alliance.
Crestwood Advisors Group was a net buyer of stock by $17M.
Crestwood Advisors Group has $5.9B in assets under management (AUM), dropping by 5.42%.
Central Index Key (CIK): 0001426853

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Portfolio Holdings for Crestwood Advisors Group

Crestwood Advisors Group holds 569 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Crestwood Advisors Group has 569 total positions. Only the first 250 positions are shown.

Sign up to view all of the Crestwood Advisors Group Sept. 30, 2025 positions
Download the Crestwood Advisors Group September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	6.1	$358M	-3%	1.4M	254.63	View chart
Microsoft Corp Stock (MSFT)	4.9	$287M		553k	517.95	View chart
Amazon Stock (AMZN)	3.6	$210M	-2%	956k	219.57	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.3	$192M		791k	243.10	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.6	$155M	+77%	232k	669.30	View chart
Nvidia Corporation Stock (NVDA)	2.6	$151M	+41%	810k	186.58	View chart
Meta Platforms Inc Cl A Stock (META)	2.4	$140M	-2%	191k	734.39	View chart
Visa Inc Com Cl A Stock (V)	1.9	$114M	-2%	335k	341.40	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.9	$113M	-13%	225k	502.74	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.7	$102M	-3%	1.0M	100.25	View chart
Booking Holdings Stock (BKNG)	1.7	$101M	-5%	19k	5399.20	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.5	$86M	-2%	354k	243.55	View chart
Blackstone Stock (BX)	1.5	$86M		502k	170.85	View chart
Fiserv Stock (FI)	1.4	$83M	-5%	645k	128.93	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	1.4	$80M		3.5M	23.12	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	1.3	$77M	+2%	1.7M	46.32	View chart
Jpmorgan Chase & Co Stock (JPM)	1.3	$77M	-2%	245k	315.43	View chart
Home Depot Stock (HD)	1.3	$74M	-2%	182k	405.20	View chart
Applied Matls Stock (AMAT)	1.2	$69M	-2%	338k	204.76	View chart
Tjx Cos Stock (TJX)	1.2	$69M	-3%	478k	144.54	View chart
Costco Whsl Corp Stock (COST)	1.1	$67M	-3%	73k	925.63	View chart
Xylem Stock (XYL)	1.1	$67M	-2%	451k	147.50	View chart
Hilton Worldwide Hldgs Stock (HLT)	1.1	$67M	-2%	256k	259.44	View chart
Roper Technologies Stock (ROP)	1.1	$64M	+44%	129k	498.68	View chart
Salesforce Stock (CRM)	1.1	$64M	-9%	271k	237.00	View chart
Broadcom Stock (AVGO)	1.1	$64M		193k	329.91	View chart
Danaher Corporation Stock (DHR)	1.1	$63M	-3%	317k	198.26	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	1.0	$61M	+17%	1.4M	42.69	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	1.0	$59M	+8%	936k	63.43	View chart
Amphenol Corp New Cl A Stock (APH)	0.9	$54M	-2%	434k	123.75	View chart
Kla Corp Stock (KLAC)	0.9	$53M	-5%	49k	1078.60	View chart
Honeywell Intl Stock (HON)	0.9	$53M	-20%	252k	210.53	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.9	$52M	+5%	491k	106.49	View chart
Oracle Corp Stock (ORCL)	0.9	$51M	-5%	182k	281.24	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.8	$49M	+16%	462k	106.78	View chart
Thermo Fisher Scientific Stock (TMO)	0.8	$48M	+4%	100k	485.02	View chart
Cme Group Stock (CME)	0.8	$46M		171k	270.19	View chart
Johnson & Johnson Stock (JNJ)	0.8	$45M		245k	185.34	View chart
Lam Research Corp Stock (LRCX)	0.7	$44M		327k	133.90	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.7	$44M	-12%	177k	246.60	View chart
Mastercard Incorporated Cl A Stock (MA)	0.7	$43M		75k	568.81	View chart
Adobe Stock (ADBE)	0.7	$43M	-7%	121k	352.75	View chart
Gmo Us Quality Etf Etf (QLTY)	0.7	$42M	+8%	1.2M	36.19	View chart
Quanta Svcs Stock (PWR)	0.7	$42M		101k	414.42	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.7	$42M		55.00	754200.00	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.7	$41M	-5%	826k	50.07	View chart
Qualcomm Stock (QCOM)	0.7	$41M		246k	166.36	View chart
Astrazeneca Adr (AZN)	0.7	$40M	+10%	525k	76.72	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.7	$40M	+4%	60k	666.18	View chart
S&p Global Stock (SPGI)	0.6	$38M		79k	486.71	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.6	$36M	-3%	411k	87.31	View chart
Texas Instrs Stock (TXN)	0.6	$35M	+4%	193k	183.73	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$35M	+2%	57k	612.38	View chart
Kinder Morgan Inc Del Stock (KMI)	0.6	$35M		1.2M	28.31	View chart
United Rentals Stock (URI)	0.6	$34M		36k	954.66	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.5	$32M		481k	66.91	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.5	$31M	+2%	457k	67.51	View chart
Mettler Toledo International Stock (MTD)	0.5	$30M		24k	1227.61	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.5	$29M	+3%	278k	104.96	View chart
Zoetis Inc Cl A Stock (ZTS)	0.5	$29M	-6%	196k	146.32	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.5	$29M	+7%	438k	65.26	View chart
Eli Lilly & Co Stock (LLY)	0.5	$28M		37k	763.00	View chart
Sherwin Williams Stock (SHW)	0.5	$28M	-5%	82k	346.25	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.5	$28M	+17%	537k	52.22	View chart
Abbvie Stock (ABBV)	0.5	$28M		120k	231.54	View chart
Pepsico Stock (PEP)	0.5	$27M	+179%	195k	140.44	View chart
Procter And Gamble Stock (PG)	0.4	$25M	+4%	164k	153.66	View chart
Bank America Corp Stock (BAC)	0.4	$25M	-5%	488k	51.59	View chart
Iqvia Hldgs Stock (IQV)	0.4	$25M	+16%	132k	189.93	View chart
Diageo Adr (DEO)	0.4	$25M	-4%	260k	95.43	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$22M	-63%	149k	145.65	View chart
Marsh & Mclennan Cos Stock (MMC)	0.3	$20M		98k	201.53	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.3	$20M	-9%	170k	115.01	View chart
Universal Display Corp Stock (OLED)	0.3	$19M		134k	143.63	View chart
Nxp Semiconductors N V Stock (NXPI)	0.3	$19M		83k	227.73	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$18M	+17%	30k	600.37	View chart
Stryker Corporation Stock (SYK)	0.3	$17M	-10%	46k	369.67	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.3	$17M		44k	378.94	View chart
Palo Alto Networks Stock (PANW)	0.3	$16M	+2%	78k	203.62	View chart
Kenvue Stock (KVUE)	0.3	$15M	-35%	929k	16.23	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$15M	+3%	133k	112.75	View chart
Stifel Finl Corp Stock (SF)	0.2	$14M		127k	113.47	View chart
Williams Cos Stock (WMB)	0.2	$14M		215k	63.35	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$13M	-2%	173k	77.77	View chart
Manulife Finl Corp Stock (MFC)	0.2	$13M		419k	31.15	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$13M	-3%	132k	95.47	View chart
Cisco Sys Stock (CSCO)	0.2	$13M		184k	68.42	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$12M	-3%	103k	118.83	View chart
Abbott Labs Stock (ABT)	0.2	$12M		91k	133.94	View chart
Jacobs Solutions Stock (J)	0.2	$12M		80k	149.86	View chart
Chevron Corp Stock (CVX)	0.2	$12M	+2%	75k	155.29	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$11M		120k	93.37	View chart
Goldman Sachs Group Stock (GS)	0.2	$11M		14k	796.35	View chart
Trane Technologies Stock (TT)	0.2	$11M	-3%	26k	421.95	View chart
Caterpillar Stock (CAT)	0.2	$11M	+2%	23k	477.15	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$11M		51k	215.79	View chart
Servicenow Stock (NOW)	0.2	$10M	+2%	11k	920.26	View chart
Analog Devices Stock (ADI)	0.2	$10M		41k	245.70	View chart
Mcdonalds Corp Stock (MCD)	0.2	$9.9M		33k	303.90	View chart
Lazard Stock (LAZ)	0.2	$9.7M		184k	52.78	View chart
Coca Cola Stock (KO)	0.2	$9.7M		146k	66.32	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$9.6M		145k	65.92	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.2	$9.5M	+2%	180k	53.03	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$9.5M	-5%	49k	194.50	View chart
Church & Dwight Stock (CHD)	0.2	$9.3M	-2%	107k	87.63	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$9.2M		31k	293.74	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.2	$8.9M	+1079%	112k	80.17	View chart
Stag Indl Reit (STAG)	0.2	$8.9M	-4%	253k	35.29	View chart
Merck & Co Stock (MRK)	0.2	$8.9M	-4%	106k	83.93	View chart
International Business Machs Stock (IBM)	0.1	$8.7M	+20%	31k	282.16	View chart
Nextera Energy Stock (NEE)	0.1	$8.5M	-3%	113k	75.49	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$8.3M	-3%	33k	254.28	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$8.3M	-4%	322k	25.85	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$7.9M	-32%	59k	134.68	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.1	$7.7M	-14%	169k	45.57	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$7.2M	+4%	49k	148.61	View chart
Disney Walt Stock (DIS)	0.1	$7.2M	-2%	63k	114.50	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$6.8M	+41%	74k	91.75	View chart
Huntington Bancshares Stock (HBAN)	0.1	$6.8M		392k	17.27	View chart
Independent Bk Corp Mass Stock (INDB)	0.1	$6.7M		97k	69.17	View chart
Tesla Stock (TSLA)	0.1	$6.5M	+27%	15k	444.72	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$6.4M	+7%	20k	328.18	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$6.3M	-3%	200k	31.42	View chart
Walmart Stock (WMT)	0.1	$6.3M	+6%	61k	103.06	View chart
Emerson Elec Stock (EMR)	0.1	$6.0M		46k	131.18	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$5.8M	-69%	65k	89.34	View chart
Eaton Corp Stock (ETN)	0.1	$5.8M	+2%	16k	374.25	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.1	$5.7M	+543%	117k	48.84	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$5.6M	+2%	12k	468.42	View chart
Ares Capital Corp Cef (ARCC)	0.1	$5.4M	+15%	267k	20.41	View chart
Akamai Technologies Stock (AKAM)	0.1	$5.4M		71k	75.76	View chart
Wells Fargo Stock (WFC)	0.1	$5.4M		64k	83.82	View chart
Netflix Stock (NFLX)	0.1	$5.2M	+9%	4.3k	1199.00	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$5.1M	-2%	8.6k	596.03	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$5.0M		193k	25.71	View chart
Information Svcs Group Stock (III)	0.1	$4.8M		826k	5.75	View chart
Rtx Corporation Stock (RTX)	0.1	$4.7M	+4%	28k	167.33	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$4.6M	-2%	73k	62.47	View chart
Keysight Technologies Stock (KEYS)	0.1	$4.5M	-4%	26k	174.92	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$4.4M	-3%	16k	281.85	View chart
Ecolab Stock (ECL)	0.1	$4.3M	-4%	16k	273.85	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$4.3M		35k	124.34	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$4.3M	-3%	46k	95.13	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$4.3M		18k	241.95	View chart
Sei Invts Stock (SEIC)	0.1	$4.1M	-75%	49k	84.85	View chart
Spdr Nuveen Blmbg St Munbd Etf Etf (SHM)	0.1	$4.1M	+7%	86k	48.22	View chart
American Tower Corp Reit (AMT)	0.1	$4.1M	-3%	21k	192.32	View chart
Eog Res Stock (EOG)	0.1	$4.1M		36k	112.12	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.1	$4.1M	+22%	55k	74.09	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.1	$4.1M	+2%	26k	157.56	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$4.1M	+3%	14k	297.62	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.1	$3.9M		43k	92.42	View chart
Ge Aerospace Stock (GE)	0.1	$3.9M		13k	300.82	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.1	$3.9M		59k	65.56	View chart
Amgen Stock (AMGN)	0.1	$3.8M	+26%	13k	282.20	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$3.7M	+11%	21k	182.42	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.7M	-2%	44k	84.60	View chart
Pfizer Stock (PFE)	0.1	$3.7M		143k	25.48	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$3.6M	-8%	9.2k	391.63	View chart
Klaviyo Inc Com Ser A Stock (KVYO)	0.1	$3.6M		129k	27.69	View chart
Veralto Corp Stock (VLTO)	0.1	$3.6M	-4%	34k	106.61	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$3.6M		25k	141.50	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.1	$3.5M	-4%	72k	49.01	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$3.5M	+18%	9.6k	365.48	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$3.5M		69k	50.27	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.1	$3.4M		97k	35.43	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$3.3M	-2%	11k	293.79	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$3.2M		44k	74.39	View chart
Philip Morris Intl Stock (PM)	0.1	$3.2M	+2%	20k	162.20	View chart
Fortive Corp Stock (FTV)	0.1	$3.2M	-20%	65k	48.99	View chart
Ultragenyx Pharmaceutical Stock (RARE)	0.1	$3.0M		101k	30.08	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$3.0M	+2%	53k	57.19	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$3.0M	+57%	6.1k	490.38	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$2.9M	+16%	6.1k	479.61	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$2.9M	+4%	3.9k	746.66	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$2.8M		36k	78.91	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$2.8M	-2%	39k	73.29	View chart
Washington Tr Bancorp Stock (WASH)	0.0	$2.8M		97k	28.90	View chart
Colgate Palmolive Stock (CL)	0.0	$2.7M	-4%	34k	79.94	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$2.7M		61k	45.08	View chart
Vanguard Value Etf Etf (VTV)	0.0	$2.7M	+4%	15k	186.49	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$2.7M	-13%	19k	139.17	View chart
American Express Stock (AXP)	0.0	$2.7M	+9%	8.0k	332.17	View chart
Morgan Stanley Stock (MS)	0.0	$2.7M	+3%	17k	158.96	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$2.6M	-3%	19k	135.65	View chart
Blackrock Stock (BLK)	0.0	$2.6M	+10%	2.2k	1165.75	View chart
Boston Scientific Corp Stock (BSX)	0.0	$2.6M	-67%	26k	97.63	View chart
Crown Castle Reit (CCI)	0.0	$2.5M	-10%	26k	96.49	View chart
Pjt Partners Inc Com Cl A Stock (PJT)	0.0	$2.5M		14k	177.73	View chart
Lowes Cos Stock (LOW)	0.0	$2.5M	+9%	10k	251.30	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.0	$2.5M	-9%	47k	52.53	View chart
Oreilly Automotive Stock (ORLY)	0.0	$2.5M		23k	107.81	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$2.4M	-2%	4.9k	499.22	View chart
Entegris Stock (ENTG)	0.0	$2.4M	-4%	26k	92.46	View chart
Spdr Gold Shares Etf (GLD)	0.0	$2.4M	+7%	6.7k	355.47	View chart
Ge Vernova Stock (GEV)	0.0	$2.4M	+3%	3.8k	614.90	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$2.3M	+2%	23k	99.95	View chart
Digital Rlty Tr Reit (DLR)	0.0	$2.3M	+2%	14k	171.95	View chart
Intercontinental Exchange Stock (ICE)	0.0	$2.3M		14k	168.48	View chart
Motorola Solutions Stock (MSI)	0.0	$2.3M	+3%	5.0k	457.32	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$2.3M		8.8k	256.44	View chart
Illinois Tool Wks Stock (ITW)	0.0	$2.2M		8.6k	260.77	View chart
Intuitive Surgical Stock (ISRG)	0.0	$2.2M	+3%	5.0k	447.26	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$2.2M		11k	206.51	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$2.2M	+2%	6.3k	356.58	View chart
State Str Corp Stock (STT)	0.0	$2.2M		19k	116.01	View chart
Union Pac Corp Stock (UNP)	0.0	$2.2M		9.3k	236.38	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$2.2M		6.8k	320.04	View chart
Natural Grocers By Vitamin Cot Stock (NGVC)	0.0	$2.1M		54k	40.00	View chart
Intuit Stock (INTU)	0.0	$2.1M	+5%	3.1k	682.92	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$2.1M		63k	33.89	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$2.1M		17k	120.72	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$2.0M	-2%	14k	144.35	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$2.0M		25k	78.34	View chart
Gilead Sciences Stock (GILD)	0.0	$1.9M	+8%	17k	111.00	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$1.9M		6.8k	279.31	View chart
Parker-hannifin Corp Stock (PH)	0.0	$1.9M	+5%	2.5k	758.16	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$1.9M	NEW	37k	51.09	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.0	$1.9M	-22%	76k	24.79	View chart
Patrick Inds Stock (PATK)	0.0	$1.9M	-6%	18k	103.43	View chart
Amentum Holdings Stock (AMTM)	0.0	$1.9M	-5%	78k	23.95	View chart
Fidelity National Financial In Stock (FNF)	0.0	$1.8M		29k	60.49	View chart
Unitedhealth Group Stock (UNH)	0.0	$1.8M	+16%	5.1k	345.30	View chart
Palomar Hldgs Stock (PLMR)	0.0	$1.8M	-7%	15k	116.75	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$1.7M	-9%	32k	53.87	View chart
Nike Inc Cl B Stock (NKE)	0.0	$1.7M		25k	69.73	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$1.7M		18k	95.89	View chart
Chart Inds Stock (GTLS)	0.0	$1.7M		8.5k	200.15	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$1.7M	-80%	36k	47.52	View chart
Innovate Equity Etf Etf (GINN)	0.0	$1.7M		23k	73.84	View chart
Cyberark Software Stock (CYBR)	0.0	$1.7M	-23%	3.4k	483.15	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$1.6M	-2%	2.7k	609.21	View chart
3M Company Stock (MMM)	0.0	$1.6M	+12%	10k	155.18	View chart
General Dynamics Corp Stock (GD)	0.0	$1.6M	+10%	4.7k	343.58	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.0	$1.6M	-7%	24k	65.94	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$1.6M	+2%	6.6k	239.64	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$1.6M	-5%	10k	154.23	View chart
Automatic Data Processing Stock (ADP)	0.0	$1.5M	+6%	5.2k	293.52	View chart
Ametek Stock (AME)	0.0	$1.5M	+2%	8.2k	188.00	View chart
Tyler Technologies Stock (TYL)	0.0	$1.5M	-2%	2.9k	523.16	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$1.5M	-5%	25k	59.94	View chart
Linde Stock (LIN)	0.0	$1.5M	+22%	3.2k	475.00	View chart
Altria Group Stock (MO)	0.0	$1.5M	+3%	22k	66.06	View chart
Ingersoll Rand Stock (IR)	0.0	$1.5M	-7%	18k	82.62	View chart
Alerian Mlp Index Etns Due January 28, 2044 Etf (AMJB)	0.0	$1.5M	-15%	49k	29.52	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$1.4M	-6%	5.8k	247.42	View chart
Marvell Technology Stock (MRVL)	0.0	$1.4M	-18%	17k	84.07	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$1.4M	-10%	6.3k	220.85	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$1.4M	+2%	4.6k	300.39	View chart
Snap On Stock (SNA)	0.0	$1.4M	+2%	3.9k	346.53	View chart

Past Filings by Crestwood Advisors Group

SEC 13F filings are viewable for Crestwood Advisors Group going back to 2011

Crestwood Advisors Group 2025 Q3 filed Nov. 7, 2025
Crestwood Advisors Group 2025 Q2 filed Aug. 5, 2025
Crestwood Advisors Group 2025 Q1 filed May 5, 2025
Crestwood Advisors Group 2024 Q4 filed Feb. 4, 2025
Crestwood Advisors Group 2024 Q3 filed Oct. 30, 2024
Crestwood Advisors Group 2024 Q2 filed Aug. 1, 2024
Crestwood Advisors Group 2024 Q1 filed May 8, 2024
Crestwood Advisors Group 2023 Q4 filed Jan. 29, 2024
Crestwood Advisors Group 2023 Q3 filed Nov. 15, 2023
Crestwood Advisors Group 2023 Q2 filed Aug. 15, 2023
Crestwood Advisors Group 2023 Q1 filed May 12, 2023
Crestwood Advisors Group 2022 Q4 filed Feb. 14, 2023
Crestwood Advisors Group 2022 Q3 filed Oct. 26, 2022
Crestwood Advisors Group 2022 Q2 filed July 7, 2022
Crestwood Advisors Group 2022 Q1 filed April 12, 2022
Crestwood Advisors Group 2021 Q4 filed Feb. 15, 2022

View all past filings

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