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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, FI, and represent 18.95% of Crestwood Advisors Group's stock portfolio.
Added to shares of these 10 stocks: AGG (+$78M), META (+$57M), AVGO (+$26M), Lam Research (+$23M), MA (+$19M), AMZN (+$15M), IVV (+$15M), AB (+$8.9M), GOVT, USIG.
Started 32 new stock positions in IDXX, PLTR, TER, APD, JPEF, GECC, LUMN, MUNI, Lam Research, EXAS.
Reduced shares in these 10 stocks: MSFT (-$35M), COST (-$18M), TJX (-$18M), BX (-$14M), VNQ (-$11M), AMAT (-$6.8M), SHW, EW, IGV, DIS.
Sold out of its positions in BLK, BRKL, CATC, FREL, QDF, DNA, PAVE, SOXX, SHV, LRCX. MCK, NUHY, NUBD, SLB, VLO.
Crestwood Advisors Group was a net buyer of stock by $182M.
Crestwood Advisors Group has $5.2B in assets under management (AUM), dropping by 8.29%.
Central Index Key (CIK): 0001426853

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Portfolio Holdings for Crestwood Advisors Group

Crestwood Advisors Group holds 442 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	6.5	$340M		1.5M	233.00	View chart
Microsoft Corp Stock (MSFT)	4.5	$236M	-12%	549k	430.30	View chart
Amazon Stock (AMZN)	3.3	$172M	+9%	921k	186.33	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.4	$126M	+3%	760k	165.85	View chart
Fiserv Stock (FI)	2.3	$119M		661k	179.65	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.2	$117M	+3%	255k	460.26	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.0	$105M	+282%	1.0M	101.27	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	1.9	$99M		2.2M	45.51	View chart
Visa Inc Com Cl A Stock (V)	1.8	$94M		342k	274.96	View chart
Danaher Corporation Stock (DHR)	1.8	$93M		333k	278.02	View chart
Home Depot Stock (HD)	1.8	$92M		227k	405.20	View chart
Booking Holdings Stock (BKNG)	1.6	$84M	+3%	20k	4212.23	View chart
Salesforce Stock (CRM)	1.5	$81M		294k	273.71	View chart
Blackstone Stock (BX)	1.5	$78M	-15%	511k	153.13	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	1.5	$78M	+6%	3.3M	23.45	View chart
Adobe Stock (ADBE)	1.5	$78M		150k	517.78	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.5	$76M		216k	353.47	View chart
Thermo Fisher Scientific Stock (TMO)	1.4	$76M		123k	618.57	View chart
Tjx Cos Stock (TJX)	1.4	$75M	-19%	642k	117.54	View chart
Honeywell Intl Stock (HON)	1.4	$74M	+3%	360k	206.71	View chart
Applied Matls Stock (AMAT)	1.4	$73M	-8%	360k	202.05	View chart
Costco Whsl Corp Stock (COST)	1.4	$73M	-20%	82k	886.52	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.4	$71M		654k	108.63	View chart
Xylem Stock (XYL)	1.2	$65M		477k	135.03	View chart
Johnson & Johnson Stock (JNJ)	1.2	$64M		392k	161.99	View chart
Meta Platforms Inc Cl A Stock (META)	1.2	$63M	+920%	109k	572.43	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.2	$62M	+31%	108k	576.82	View chart
Hilton Worldwide Hldgs Stock (HLT)	1.2	$62M		269k	230.50	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.2	$61M		367k	167.19	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.2	$61M		1.2M	51.12	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$51M	-2%	243k	210.86	View chart
Qualcomm Stock (QCOM)	1.0	$50M		295k	170.05	View chart
Roper Technologies Stock (ROP)	0.9	$49M		88k	556.44	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.9	$48M	+2%	379k	125.62	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.9	$47M		568k	82.30	View chart
Zoetis Inc Cl A Stock (ZTS)	0.8	$43M		222k	195.38	View chart
Schwab Charles Corp Stock (SCHW)	0.8	$43M		666k	64.81	View chart
Fortive Corp Stock (FTV)	0.8	$43M		545k	78.93	View chart
Sherwin Williams Stock (SHW)	0.8	$43M	-6%	112k	381.67	View chart
S&p Global Stock (SPGI)	0.8	$41M		80k	516.61	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	0.8	$41M	+11%	1.1M	36.00	View chart
Iqvia Hldgs Stock (IQV)	0.8	$41M	+7%	172k	236.97	View chart
Kla Corp Stock (KLAC)	0.8	$40M	-2%	52k	774.42	View chart
Nvidia Corporation Stock (NVDA)	0.8	$40M	+9%	327k	121.44	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.7	$39M		56.00	691180.00	View chart
Mettler Toledo International Stock (MTD)	0.7	$38M		25k	1499.70	View chart
Stryker Corporation Stock (SYK)	0.7	$36M	-3%	101k	361.26	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.7	$36M		460k	78.05	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.7	$35M		135k	257.69	View chart
Kenvue Stock (KVUE)	0.7	$34M	-3%	1.5M	23.13	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.6	$33M		534k	61.11	View chart
Gmo U.s. Quality Etf Etf (QLTY)	0.6	$32M	+9%	979k	32.61	View chart
Eli Lilly & Co Stock (LLY)	0.6	$32M		36k	885.94	View chart
Quanta Svcs Stock (PWR)	0.6	$32M		106k	298.15	View chart
Oracle Corp Stock (ORCL)	0.6	$31M		183k	170.40	View chart
Amphenol Corp New Cl A Stock (APH)	0.6	$30M	-4%	461k	65.16	View chart
United Rentals Stock (URI)	0.6	$30M		37k	809.72	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$29M	+6%	50k	573.76	View chart
Broadcom Stock (AVGO)	0.5	$29M	+935%	166k	172.50	View chart
Crown Castle Reit (CCI)	0.5	$29M	+2%	241k	118.63	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.5	$28M		323k	87.80	View chart
Kinder Morgan Inc Del Stock (KMI)	0.5	$28M		1.3M	22.09	View chart
Universal Display Corp Stock (OLED)	0.5	$28M		133k	209.90	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$27M		51k	527.67	View chart
Procter And Gamble Stock (PG)	0.5	$27M	-2%	153k	173.20	View chart
Mastercard Incorporated Cl A Stock (MA)	0.5	$26M	+254%	53k	493.80	View chart
Disney Walt Stock (DIS)	0.5	$24M	-7%	252k	96.20	View chart
Lam Research Corp Stock	0.4	$23M	NEW	28k	816.10	View chart
Marsh & Mclennan Cos Stock (MMC)	0.4	$22M		100k	223.09	View chart
Abbvie Stock (ABBV)	0.4	$22M		111k	197.48	View chart
Bank America Corp Stock (BAC)	0.4	$22M		544k	39.68	View chart
Nxp Semiconductors N V Stock (NXPI)	0.4	$21M		85k	240.01	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.3	$17M	-10%	195k	89.37	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.3	$15M	+41%	288k	52.58	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$15M	-3%	129k	117.22	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.3	$14M		43k	326.73	View chart
Merck & Co Stock (MRK)	0.3	$14M		123k	113.56	View chart
Manulife Finl Corp Stock (MFC)	0.2	$13M		440k	29.55	View chart
Pepsico Stock (PEP)	0.2	$13M		76k	170.05	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$13M		108k	116.96	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$12M	-14%	186k	65.99	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$12M	+3%	147k	83.63	View chart
Stifel Finl Corp Stock (SF)	0.2	$12M		129k	93.90	View chart
Church & Dwight Stock (CHD)	0.2	$12M		110k	104.72	View chart
Stag Indl Reit (STAG)	0.2	$11M		291k	39.09	View chart
Chevron Corp Stock (CVX)	0.2	$11M		77k	147.27	View chart
Palo Alto Networks Stock (PANW)	0.2	$11M		32k	341.80	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.2	$11M	-3%	235k	46.34	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$11M		22k	488.07	View chart
Jacobs Solutions Stock (J)	0.2	$11M		80k	130.90	View chart
Trane Technologies Stock (TT)	0.2	$10M		27k	388.73	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$10M		52k	198.06	View chart
Williams Cos Stock (WMB)	0.2	$10M	-3%	223k	45.65	View chart
Abbott Labs Stock (ABT)	0.2	$10M		88k	114.01	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.2	$9.9M		189k	52.66	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.2	$9.8M	+1019%	281k	34.89	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$9.4M	-9%	226k	41.77	View chart
Servicenow Stock (NOW)	0.2	$9.4M		11k	894.39	View chart
Coca Cola Stock (KO)	0.2	$9.4M		131k	71.86	View chart
Nextera Energy Stock (NEE)	0.2	$9.4M		111k	84.53	View chart
Cisco Sys Stock (CSCO)	0.2	$9.3M	-2%	176k	53.22	View chart
Lazard Stock (LAZ)	0.2	$9.3M		184k	50.38	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$8.8M		153k	57.41	View chart
Caterpillar Stock (CAT)	0.2	$8.5M		22k	391.12	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.2	$8.5M	-3%	77k	109.65	View chart
Mcdonalds Corp Stock (MCD)	0.2	$8.2M		27k	304.52	View chart
Texas Instrs Stock (TXN)	0.2	$8.0M	+3%	39k	206.57	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.2	$7.9M	-9%	169k	46.83	View chart
Akamai Technologies Stock (AKAM)	0.1	$7.8M		77k	100.95	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$7.7M		32k	237.21	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$7.6M	-2%	29k	263.83	View chart
Sei Invts Stock (SEIC)	0.1	$7.6M		109k	69.19	View chart
Analog Devices Stock (ADI)	0.1	$7.4M		32k	230.17	View chart
Goldman Sachs Group Stock (GS)	0.1	$6.6M	+2%	13k	495.11	View chart
Huntington Bancshares Stock (HBAN)	0.1	$6.2M	-2%	425k	14.70	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$6.2M	-2%	236k	26.14	View chart
Independent Bk Corp Mass Stock (INDB)	0.1	$5.9M		100k	59.13	View chart
Veralto Corp Stock (VLTO)	0.1	$5.8M	-5%	52k	111.86	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$5.8M		79k	73.67	View chart
Boston Scientific Corp Stock (BSX)	0.1	$5.6M		67k	83.80	View chart
Ultragenyx Pharmaceutical Stock (RARE)	0.1	$5.6M		100k	55.55	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$5.6M	+3%	46k	119.70	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$5.3M	+29%	30k	179.30	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$5.3M		85k	62.32	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$5.1M	+4%	56k	91.81	View chart
International Business Machs Stock (IBM)	0.1	$4.9M	+46%	22k	221.08	View chart
American Tower Corp Reit (AMT)	0.1	$4.8M	-2%	21k	232.56	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$4.8M	-8%	53k	91.31	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$4.8M		34k	142.28	View chart
Emerson Elec Stock (EMR)	0.1	$4.8M		44k	109.37	View chart
Eaton Corp Stock (ETN)	0.1	$4.6M	+3%	14k	331.44	View chart
Starbucks Corp Stock (SBUX)	0.1	$4.5M		46k	97.49	View chart
Keysight Technologies Stock (KEYS)	0.1	$4.5M		28k	158.93	View chart
Ecolab Stock (ECL)	0.1	$4.4M		17k	255.33	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$4.3M	-2%	54k	80.14	View chart
Eog Res Stock (EOG)	0.1	$4.3M		35k	122.93	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$4.2M		11k	375.37	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.1	$4.2M	-7%	123k	33.86	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$4.0M		60k	66.52	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$3.9M	+3%	14k	283.16	View chart
Pfizer Stock (PFE)	0.1	$3.9M		135k	28.94	View chart
Entegris Stock (ENTG)	0.1	$3.6M		32k	112.53	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$3.6M		71k	50.22	View chart
Colgate Palmolive Stock (CL)	0.1	$3.5M		34k	103.81	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.1	$3.5M		44k	79.23	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$3.4M		16k	221.00	View chart
Amgen Stock (AMGN)	0.1	$3.4M		11k	322.22	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$3.4M	+915%	9.7k	345.99	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.1	$3.3M	-3%	27k	124.48	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.1	$3.2M		56k	57.07	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$3.2M	-11%	14k	225.76	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$3.1M	-8%	30k	106.19	View chart
Washington Tr Bancorp Stock (WASH)	0.1	$3.1M		95k	32.21	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$3.0M		50k	59.25	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$3.0M	+7%	11k	267.38	View chart
Rtx Corporation Stock (RTX)	0.1	$3.0M		24k	121.16	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$2.8M		59k	47.54	View chart
Walmart Stock (WMT)	0.1	$2.7M	+10%	34k	80.75	View chart
Information Svcs Group Stock (III)	0.1	$2.7M		826k	3.30	View chart
State Str Corp Stock (STT)	0.1	$2.7M	+65%	31k	88.47	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$2.7M	-3%	64k	41.82	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.1	$2.7M		84k	32.15	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$2.7M		40k	67.27	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.6M	-2%	4.5k	584.50	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$2.6M		5.7k	465.11	View chart
Nike Inc Cl B Stock (NKE)	0.1	$2.6M	-3%	30k	88.40	View chart
Amentum Holdings Stock	0.0	$2.6M	NEW	80k	32.25	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$2.6M		18k	139.49	View chart
Tesla Stock (TSLA)	0.0	$2.5M	+9%	9.7k	261.63	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$2.5M	-3%	17k	145.59	View chart
Ge Aerospace Stock (GE)	0.0	$2.4M	+19%	13k	188.58	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$2.4M		16k	154.02	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$2.4M	+3%	10k	243.47	View chart
Spdr Nuveen Blmbg St Munbd Etf Etf (SHM)	0.0	$2.4M	-8%	50k	48.14	View chart
Lowes Cos Stock (LOW)	0.0	$2.4M	+5%	8.7k	270.86	View chart
Stanley Black & Decker Stock (SWK)	0.0	$2.3M		21k	110.13	View chart
Unitedhealth Group Stock (UNH)	0.0	$2.3M	+27%	3.9k	584.67	View chart
Philip Morris Intl Stock (PM)	0.0	$2.2M	-3%	18k	121.40	View chart
Vanguard Value Etf Etf (VTV)	0.0	$2.2M		13k	174.57	View chart
Intuitive Surgical Stock (ISRG)	0.0	$2.2M	+3%	4.4k	491.27	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$2.2M	-14%	27k	78.70	View chart
Netflix Stock (NFLX)	0.0	$2.1M	+7%	3.0k	709.23	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$2.1M		3.6k	586.58	View chart
Wells Fargo Stock (WFC)	0.0	$2.1M	+3%	37k	56.49	View chart
Ares Capital Corp Cef (ARCC)	0.0	$2.0M	+11%	94k	20.94	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$1.9M	+3%	5.0k	383.93	View chart
Digital Rlty Tr Reit (DLR)	0.0	$1.9M		12k	160.96	View chart
Motorola Solutions Stock (MSI)	0.0	$1.9M		4.3k	449.63	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$1.9M		20k	95.49	View chart
Flexshares Us Quality Low Volatility Index Fund Etf (QLV)	0.0	$1.9M	-34%	29k	66.50	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$1.9M	-12%	9.6k	197.18	View chart
Pjt Partners Inc Com Cl A Stock (PJT)	0.0	$1.9M		14k	133.34	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$1.9M		23k	83.15	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$1.9M	+461%	55k	33.72	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$1.8M		9.8k	187.48	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$1.8M		9.0k	202.76	View chart
Target Corp Stock (TGT)	0.0	$1.8M	+10%	11k	155.87	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$1.8M		19k	91.93	View chart
Ingersoll Rand Stock (IR)	0.0	$1.7M		18k	98.16	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$1.7M		18k	95.75	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$1.7M		38k	45.32	View chart
Markel Group Stock (MKL)	0.0	$1.7M	+323%	1.1k	1568.58	View chart
Arcbest Corp Stock (ARCB)	0.0	$1.6M		15k	108.45	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$1.6M	+50%	5.2k	314.39	View chart
Natural Grocers By Vitamin Cot Stock (NGVC)	0.0	$1.6M		54k	29.69	View chart
American Express Stock (AXP)	0.0	$1.5M		5.7k	271.18	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$1.4M		21k	67.51	View chart
Innovate Equity Etf Etf (GINN)	0.0	$1.4M		23k	61.03	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$1.3M		6.6k	200.38	View chart
Ametek Stock (AME)	0.0	$1.3M	+2%	7.7k	171.71	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	0.0	$1.3M		11k	120.38	View chart
Union Pac Corp Stock (UNP)	0.0	$1.3M	+4%	5.2k	246.48	View chart
Carrier Global Corporation Stock (CARR)	0.0	$1.3M	+2%	16k	80.49	View chart
Morgan Stanley Stock (MS)	0.0	$1.3M	-10%	12k	104.24	View chart
Parker-hannifin Corp Stock (PH)	0.0	$1.3M	+3%	2.0k	631.71	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$1.2M		24k	52.81	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$1.2M		9.0k	135.44	View chart
Spdr Gold Shares Etf (GLD)	0.0	$1.2M	+4%	5.0k	243.07	View chart
Cvs Health Corp Stock (CVS)	0.0	$1.2M	-8%	19k	62.88	View chart
Ishares Emerging Markets Dividend Etf Etf (DVYE)	0.0	$1.2M		41k	28.70	View chart
Automatic Data Processing Stock (ADP)	0.0	$1.2M	+22%	4.2k	276.74	View chart
Deere & Co Stock (DE)	0.0	$1.2M	+3%	2.8k	417.39	View chart
Clearway Energy Inc Cl C Stock (CWEN)	0.0	$1.1M		36k	30.68	View chart
Snap On Stock (SNA)	0.0	$1.1M		3.8k	289.71	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$1.1M	-90%	11k	97.42	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$1.1M		4.3k	248.50	View chart
Avnet Stock (AVT)	0.0	$1.1M		20k	54.31	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$1.1M	+22%	23k	45.86	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$1.1M	-5%	32k	33.23	View chart
Intuit Stock (INTU)	0.0	$1.0M	+5%	1.7k	620.85	View chart
Gilead Sciences Stock (GILD)	0.0	$1.0M	+10%	12k	83.84	View chart
General Dynamics Corp Stock (GD)	0.0	$1.0M	-5%	3.3k	304.49	View chart
Dover Corp Stock (DOV)	0.0	$998k		5.2k	191.76	View chart
Altria Group Stock (MO)	0.0	$991k	-8%	19k	51.04	View chart
New Fortress Energy Inc Com Cl A Stock (NFE)	0.0	$982k	+27%	108k	9.09	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$963k		3.4k	283.97	View chart
Illinois Tool Wks Stock (ITW)	0.0	$960k		3.7k	262.09	View chart
Copart Stock (CPRT)	0.0	$906k	+3%	17k	52.40	View chart
Advanced Micro Devices Stock (AMD)	0.0	$884k	+3%	5.4k	164.09	View chart
Eastern Bankshares Stock (EBC)	0.0	$856k	NEW	52k	16.39	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$852k		3.5k	244.41	View chart
Linde Stock (LIN)	0.0	$848k	+21%	1.8k	476.91	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$837k		18k	47.85	View chart
Blackrock Stock	0.0	$833k	NEW	877.00	949.99	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$831k		6.3k	131.91	View chart
3M Company Stock (MMM)	0.0	$817k	-13%	6.0k	136.69	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$815k	+8%	7.2k	112.98	View chart
Spdr Ice Preferred Securities Etf Etf (PSK)	0.0	$814k		23k	35.66	View chart
Virtu Finl Inc Cl A Stock (VIRT)	0.0	$791k	+15%	26k	30.46	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$775k		9.3k	83.00	View chart
Carlisle Cos Stock (CSL)	0.0	$768k		1.7k	449.75	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$764k	-9%	1.3k	569.66	View chart
American Elec Pwr Stock (AEP)	0.0	$738k	+3%	7.2k	102.60	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$726k	-6%	15k	48.69	View chart
Oneok Stock (OKE)	0.0	$699k	+16%	7.7k	91.13	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$697k	+16%	7.1k	98.12	View chart
Mastec Stock (MTZ)	0.0	$696k		5.7k	123.10	View chart
Novo-nordisk A S Adr (NVO)	0.0	$686k		5.8k	119.07	View chart
Conocophillips Stock (COP)	0.0	$676k		6.4k	105.27	View chart
Progressive Corp Stock (PGR)	0.0	$665k	+15%	2.6k	253.79	View chart
American Wtr Wks Stock (AWK)	0.0	$664k	-5%	4.5k	146.24	View chart
Sunrun Stock (RUN)	0.0	$657k		36k	18.06	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$656k	-17%	4.9k	135.07	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$647k	+74%	9.8k	65.95	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$642k	+4%	11k	60.42	View chart
Medtronic Stock (MDT)	0.0	$638k	+7%	7.1k	90.03	View chart
Hasbro Stock (HAS)	0.0	$631k		8.7k	72.32	View chart
Ge Vernova Stock (GEV)	0.0	$629k	-5%	2.5k	254.98	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$614k		8.7k	70.54	View chart
Kkr & Co Stock (KKR)	0.0	$612k		4.7k	130.57	View chart
Texas Roadhouse Stock (TXRH)	0.0	$611k		3.5k	176.60	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.0	$611k	-25%	12k	52.99	View chart
Hexcel Corp Stock (HXL)	0.0	$603k		9.8k	61.83	View chart
Oreilly Automotive Stock (ORLY)	0.0	$600k		521.00	1151.60	View chart
Citigroup Stock (C)	0.0	$598k	+2%	9.6k	62.60	View chart
Verizon Communications Stock (VZ)	0.0	$588k	+26%	13k	44.91	View chart
Duke Energy Corp Stock (DUK)	0.0	$588k	-2%	5.1k	115.30	View chart
Cummins Stock (CMI)	0.0	$584k	+5%	1.8k	323.78	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$584k		2.9k	200.80	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$571k	+29%	3.3k	173.67	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$558k	NEW	2.8k	200.85	View chart
M & T Bk Corp Stock (MTB)	0.0	$553k		3.1k	178.11	View chart
Chubb Stock (CB)	0.0	$549k	+11%	1.9k	288.39	View chart
The Cigna Group Stock (CI)	0.0	$538k	+13%	1.6k	346.42	View chart
Consolidated Edison Stock (ED)	0.0	$537k	+3%	5.2k	104.13	View chart
Ball Corp Stock (BALL)	0.0	$522k		7.7k	67.91	View chart
Steel Dynamics Stock (STLD)	0.0	$518k		4.1k	126.08	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$515k	-11%	4.2k	123.62	View chart
Uber Technologies Stock (UBER)	0.0	$514k	-14%	6.8k	75.16	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$501k	+18%	476.00	1051.39	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$493k	-3%	591.00	833.25	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$489k	-9%	4.5k	109.91	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.0	$485k	+2%	4.2k	114.96	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$482k	+26%	1.7k	282.12	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$479k		1.1k	423.12	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$475k	+47%	6.3k	75.11	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$474k	-9%	14k	34.29	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$473k		2.5k	189.80	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$472k	+527%	3.0k	159.45	View chart
Hamilton Beach Brands Hldg Co Com Cl A Stock (HBB)	0.0	$470k		16k	30.43	View chart
Ansys Stock (ANSS)	0.0	$465k	+4%	1.5k	318.63	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.0	$459k		4.2k	108.78	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$454k	-11%	16k	29.11	View chart
Cyberark Software Stock (CYBR)	0.0	$452k	+47%	1.6k	291.61	View chart
Tenet Healthcare Corp Stock (THC)	0.0	$446k		2.7k	166.20	View chart
Universal Health Rlty Income T Sh Ben Int Reit (UHT)	0.0	$442k		9.7k	45.75	View chart
Chefs Whse Stock (CHEF)	0.0	$440k	-44%	11k	42.01	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$439k		5.2k	84.17	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$437k		2.1k	207.56	View chart
At&t Stock (T)	0.0	$436k	+13%	20k	22.00	View chart
Capital One Finl Corp Stock (COF)	0.0	$435k	+2%	2.9k	149.73	View chart
Boeing Stock (BA)	0.0	$435k	-8%	2.9k	152.05	View chart
Fastenal Stock (FAST)	0.0	$433k	+15%	6.1k	71.42	View chart
Paycom Software Stock (PAYC)	0.0	$431k	-11%	2.6k	166.57	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$430k	+8%	813.00	528.25	View chart
Hologic Stock (HOLX)	0.0	$429k		5.3k	81.46	View chart
On Semiconductor Corp Stock (ON)	0.0	$429k		5.9k	72.61	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.0	$427k	NEW	6.5k	65.53	View chart
Dominion Energy Stock (D)	0.0	$426k	+2%	7.4k	57.79	View chart
Canadian Imperial Bk Comm Stock (CM)	0.0	$425k	+2%	6.9k	61.34	View chart
Arista Networks Stock (ANET)	0.0	$423k	+2%	1.1k	383.65	View chart
Intel Corp Stock (INTC)	0.0	$421k	-44%	18k	23.46	View chart
Wp Carey Reit (WPC)	0.0	$418k		6.7k	62.30	View chart
Ishares New York Muni Bond Etf Etf (NYF)	0.0	$409k	+77%	7.5k	54.33	View chart
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC)	0.0	$406k	-14%	9.4k	43.43	View chart
Dupont De Nemours Stock (DD)	0.0	$399k	+8%	4.5k	89.11	View chart
Heico Corp New Cl A Stock (HEI.A)	0.0	$398k		2.0k	203.75	View chart
Sempra Stock (SRE)	0.0	$395k	+2%	4.7k	83.62	View chart
L3harris Technologies Stock (LHX)	0.0	$395k	+4%	1.7k	237.92	View chart
Metlife Stock (MET)	0.0	$391k	+10%	4.7k	82.48	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$386k		3.0k	128.22	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$386k	-9%	3.9k	97.78	View chart
Entergy Corp Stock (ETR)	0.0	$384k	+20%	2.9k	131.60	View chart
Astrazeneca Adr (AZN)	0.0	$383k	-17%	4.9k	77.91	View chart
Lululemon Athletica Stock (LULU)	0.0	$379k	+4%	1.4k	271.44	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$379k		13k	30.28	View chart
Autozone Stock (AZO)	0.0	$375k	-11%	119.00	3150.04	View chart
Hershey Stock (HSY)	0.0	$375k	+2%	2.0k	191.78	View chart
General Mls Stock (GIS)	0.0	$372k	+5%	5.0k	73.84	View chart
Ishares Europe Etf Etf (IEV)	0.0	$372k		6.4k	58.27	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$367k	-2%	1.8k	198.64	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$365k	-9%	1.7k	209.87	View chart
Ishares Gold Trust Etf (IAU)	0.0	$360k		7.2k	49.70	View chart
Nucor Corp Stock (NUE)	0.0	$360k	-4%	2.4k	150.34	View chart
Autonation Stock (AN)	0.0	$359k		2.0k	179.00	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$356k	+3%	4.0k	89.21	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$355k		3.0k	118.84	View chart
Waters Corp Stock (WAT)	0.0	$347k	+6%	965.00	359.89	View chart
H & E Equipment Services Stock (HEES)	0.0	$341k		7.0k	48.68	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$337k	-2%	4.2k	80.78	View chart
Pg&e Corp Stock (PCG)	0.0	$337k	+2%	17k	19.77	View chart
Grainger W W Stock (GWW)	0.0	$336k	+4%	323.00	1038.81	View chart
Travelers Companies Stock (TRV)	0.0	$324k	+14%	1.4k	234.10	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$322k		1.5k	218.48	View chart
Vanguard S&p Mid-cap 400 Etf Etf (IVOO)	0.0	$317k		3.0k	105.63	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$317k	-5%	2.7k	118.52	View chart
Canadian Natl Ry Stock (CNI)	0.0	$316k	-14%	2.7k	117.15	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$314k		2.9k	107.66	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$313k	-10%	5.8k	53.72	View chart
Sap Se Adr (SAP)	0.0	$308k	+17%	1.3k	229.10	View chart
Yum Brands Stock (YUM)	0.0	$307k	+7%	2.2k	139.73	View chart
Cms Energy Corp Stock (CMS)	0.0	$307k	+6%	4.3k	70.63	View chart
Us Bancorp Del Stock (USB)	0.0	$306k		6.7k	45.73	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$303k	+11%	5.9k	51.74	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$303k	-12%	3.6k	83.20	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$303k	+21%	1.2k	263.29	View chart
Aflac Stock (AFL)	0.0	$295k		2.6k	111.78	View chart
American Intl Group Stock (AIG)	0.0	$295k	+7%	4.0k	73.23	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$294k		3.7k	80.30	View chart
Exact Sciences Corp Stock (EXAS)	0.0	$294k	NEW	4.3k	68.12	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$293k		5.8k	50.14	View chart
Paccar Stock (PCAR)	0.0	$291k		2.9k	98.68	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$288k		2.3k	122.49	View chart
Paypal Hldgs Stock (PYPL)	0.0	$288k	+5%	3.7k	78.03	View chart
Corteva Stock (CTVA)	0.0	$287k	+9%	4.9k	58.79	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$284k	+10%	1.7k	166.82	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$284k	-38%	1.6k	179.21	View chart
Constellation Energy Corp Stock (CEG)	0.0	$283k	NEW	1.1k	259.96	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$281k	+11%	2.7k	103.96	View chart
Graco Stock (GGG)	0.0	$277k	+23%	3.2k	87.51	View chart
Elevance Health Stock (ELV)	0.0	$274k	NEW	527.00	519.67	View chart
Monolithic Pwr Sys Stock (MPWR)	0.0	$269k	+15%	291.00	924.82	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$268k	+15%	2.0k	132.25	View chart
Nasdaq Stock (NDAQ)	0.0	$268k	+4%	3.7k	73.01	View chart
Umh Pptys Reit (UMH)	0.0	$267k		14k	19.67	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$267k		2.8k	94.61	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$266k	+7%	2.1k	126.83	View chart
Celanese Corp Del Stock (CE)	0.0	$264k		1.9k	135.96	View chart
Icon Stock (ICLR)	0.0	$264k		918.00	287.31	View chart
Watsco Stock (WSO)	0.0	$263k	-5%	534.00	491.58	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$259k		5.0k	51.50	View chart
Msci Stock (MSCI)	0.0	$258k	NEW	442.00	582.79	View chart
Align Technology Stock (ALGN)	0.0	$254k	+6%	1.0k	254.32	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$252k	-2%	4.4k	57.62	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$247k	+7%	3.9k	63.26	View chart
Cimpress Plc Shs Euro Stock (CMPR)	0.0	$245k		3.0k	81.92	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.0	$245k		11k	22.09	View chart
Southern Stock (SO)	0.0	$242k	NEW	2.7k	90.17	View chart
Novartis Adr (NVS)	0.0	$242k	NEW	2.1k	115.02	View chart
Comerica Stock (CMA)	0.0	$240k	NEW	4.0k	59.91	View chart
Cencora Stock (COR)	0.0	$239k		1.1k	225.08	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$237k	-27%	21k	11.11	View chart
Micron Technology Stock (MU)	0.0	$237k	+38%	2.3k	103.73	View chart
Raymond James Finl Stock (RJF)	0.0	$235k	+3%	1.9k	122.46	View chart
Dow Stock (DOW)	0.0	$231k		4.2k	54.63	View chart
Air Prods & Chems Stock (APD)	0.0	$230k	NEW	771.00	297.74	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$228k	NEW	2.7k	85.54	View chart
Eversource Energy Stock (ES)	0.0	$227k	NEW	3.3k	68.06	View chart
Idexx Labs Stock (IDXX)	0.0	$226k	NEW	448.00	505.22	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$226k	-20%	1.6k	142.04	View chart
Teradyne Stock (TER)	0.0	$224k	NEW	1.7k	133.89	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$222k	NEW	919.00	241.10	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$221k	-38%	787.00	280.47	View chart
Teledyne Technologies Stock (TDY)	0.0	$220k	NEW	503.00	437.66	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$220k		3.7k	59.23	View chart
Prologis Reit (PLD)	0.0	$219k	-15%	1.7k	126.24	View chart
Rockwell Automation Stock (ROK)	0.0	$218k		812.00	268.46	View chart
Microchip Technology Stock (MCHP)	0.0	$217k	-3%	2.7k	80.29	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$216k	-7%	2.2k	98.10	View chart
Rbc Bearings Stock (RBC)	0.0	$215k	NEW	717.00	299.38	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$213k	NEW	5.2k	41.12	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.0	$212k	NEW	3.5k	60.89	View chart
Middlesex Wtr Stock (MSEX)	0.0	$210k	NEW	3.2k	65.24	View chart
Moodys Corp Stock (MCO)	0.0	$210k	-28%	441.00	475.01	View chart
Labcorp Holdings Stock (LH)	0.0	$209k	NEW	933.00	223.48	View chart
Bank Hawaii Corp Stock (BOH)	0.0	$207k	NEW	3.3k	62.76	View chart
Tenable Hldgs Stock (TENB)	0.0	$207k	-2%	5.1k	40.52	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$203k	NEW	5.5k	37.20	View chart
Mercadolibre Stock (MELI)	0.0	$203k	NEW	99.00	2051.96	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.0	$202k	-12%	4.4k	45.49	View chart
Fortune Brands Innovations Stock (FBIN)	0.0	$202k	NEW	2.3k	89.53	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$201k	NEW	3.8k	52.98	View chart
Acushnet Hldgs Corp Stock (GOLF)	0.0	$201k		3.2k	63.75	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$201k	-31%	2.0k	99.49	View chart
Walgreens Boots Alliance Stock (WBA)	0.0	$170k		19k	8.96	View chart
Ford Mtr Stock (F)	0.0	$143k	-82%	14k	10.56	View chart
Great Elm Cap Corp Cef (GECC)	0.0	$127k	NEW	13k	10.17	View chart
Zoominfo Technologies Stock (ZI)	0.0	$115k		11k	10.32	View chart
Lumen Technologies Stock (LUMN)	0.0	$86k	NEW	12k	7.10	View chart
Chromadex Corp Stock (CDXC)	0.0	$43k		12k	3.65	View chart
Daktari Stock (DAKT)	0.0	$41k		41k	1.00	View chart
Verde Clean Fuels Inc Wt Exp 021528 Stock (VGASW)	0.0	$13k		62k	0.21	View chart

Past Filings by Crestwood Advisors Group

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

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
Crestwood Advisors Group 2021 Q3 filed Nov. 3, 2021
Crestwood Advisors Group 2021 Q2 filed Aug. 13, 2021
Crestwood Advisors Group 2021 Q1 filed April 21, 2021
Crestwood Advisors Group 2020 Q4 filed Feb. 9, 2021

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