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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, IVV, GOOGL, AMZN, and represent 21.66% of Crestwood Advisors Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$82M), AVGO (+$32M), VSLU (+$25M), USB (+$23M), BAC (+$15M), EOG (+$13M), SPYM (+$12M), IDEV (+$9.3M), QQQ (+$8.9M), QLTY (+$8.2M).
Started 142 new stock positions in SPB, IBN, BYD, TKR, CRCL, MTCH, EPAM, MAR, SOLS, WBD.
Reduced shares in these 10 stocks: FI (-$40M), ROP (-$35M), META (-$29M), AMZN (-$23M), DEO (-$22M), GOOGL (-$21M), LLY (-$18M), KVUE (-$15M), ADBE (-$12M), MKC (-$11M).
Sold out of its positions in ARIS, CSGP, DFAC, FIS, FNF, HBB, LYTS, LUMN, VGSR, MGRM. PSTG, RWT, TSCO, UMH, VDE, VV, WPC, SPOT.
Crestwood Advisors Group was a net buyer of stock by $17M.
Crestwood Advisors Group has $6.0B in assets under management (AUM), dropping by 2.02%.
Central Index Key (CIK): 0001426853

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Portfolio Holdings for Crestwood Advisors Group

Crestwood Advisors Group holds 693 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Crestwood Advisors Group has 693 total positions. Only the first 250 positions are shown.

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Download the Crestwood Advisors Group December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	6.3	$376M		1.4M	271.86	View chart
Microsoft Corp Stock (MSFT)	4.3	$261M	-2%	539k	483.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.0	$240M	+51%	351k	684.94	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.8	$227M	-8%	725k	313.00	View chart
Amazon Stock (AMZN)	3.3	$197M	-10%	854k	230.82	View chart
Nvidia Corporation Stock (NVDA)	2.6	$158M	+4%	845k	186.50	View chart
Visa Inc Com Cl A Stock (V)	1.9	$112M	-4%	319k	350.72	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.8	$110M		350k	313.80	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.8	$106M	+4%	1.1M	99.88	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.7	$103M	-9%	205k	502.65	View chart
Broadcom Stock (AVGO)	1.6	$99M	+48%	286k	346.10	View chart
Booking Holdings Stock (BKNG)	1.6	$97M	-2%	18k	5355.40	View chart
Meta Platforms Inc Cl A Stock (META)	1.6	$97M	-23%	146k	660.00	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	1.5	$89M	+39%	2.0M	44.26	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	1.3	$81M	+3%	1.7M	46.86	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	1.3	$79M		3.4M	23.03	View chart
Applied Matls Stock (AMAT)	1.3	$79M	-8%	308k	257.00	View chart
Jpmorgan Chase & Co Stock (JPM)	1.3	$78M		243k	322.22	View chart
Blackstone Stock (BX)	1.3	$77M		501k	154.14	View chart
Tjx Cos Stock (TJX)	1.2	$71M	-3%	463k	153.61	View chart
Hilton Worldwide Hldgs Stock (HLT)	1.2	$70M	-5%	243k	287.25	View chart
Salesforce Stock (CRM)	1.1	$69M	-4%	260k	264.92	View chart
Danaher Corporation Stock (DHR)	1.1	$69M	-4%	301k	228.92	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	1.1	$64M	+6%	995k	64.38	View chart
Costco Wholesale Corporation Stock (COST)	1.1	$63M		73k	862.34	View chart
Home Depot Stock (HD)	1.0	$61M	-2%	177k	344.12	View chart
Xylem Stock (XYL)	1.0	$60M	-2%	438k	136.18	View chart
Amphenol Corp Cl A Stock (APH)	1.0	$58M		429k	135.14	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.0	$57M	+9%	535k	107.11	View chart
Thermo Fisher Scientific Stock (TMO)	0.9	$56M	-3%	96k	579.45	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.9	$54M	+9%	508k	106.70	View chart
Gmo Us Quality Etf Etf (QLTY)	0.9	$53M	+18%	1.4M	38.46	View chart
Kla Corp Stock (KLAC)	0.9	$53M	-11%	44k	1215.08	View chart
Lam Research Corp Stock (LRCX)	0.8	$51M	-8%	298k	171.18	View chart
Johnson & Johnson Stock (JNJ)	0.8	$49M	-3%	237k	206.86	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	0.8	$48M	+16%	70k	681.92	View chart
Honeywell Intl Stock (HON)	0.8	$45M	-7%	233k	195.07	View chart
Astrazeneca Adr	0.8	$45M	-6%	492k	91.93	View chart
Cme Group Stock (CME)	0.7	$45M	-4%	164k	273.08	View chart
Qualcomm Stock (QCOM)	0.7	$43M		251k	171.05	View chart
Quanta Svcs Stock (PWR)	0.7	$43M		101k	422.06	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.7	$42M		840k	50.29	View chart
Mastercard Incorporated Cl A Stock (MA)	0.7	$42M		74k	570.89	View chart
Bank America Corp Stock (BAC)	0.7	$42M	+55%	760k	55.00	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.7	$42M		55.00	754800.00	View chart
S&p Global Stock (SPGI)	0.7	$39M	-4%	75k	522.59	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.6	$39M	+5%	433k	89.46	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.6	$38M	-20%	142k	268.30	View chart
Oracle Corp Stock (ORCL)	0.6	$37M	+3%	188k	194.91	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$36M		58k	627.13	View chart
Mettler Toledo International Stock (MTD)	0.6	$34M		24k	1394.19	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.6	$34M	+21%	650k	51.77	View chart
Kinder Morgan Inc Del Stock (KMI)	0.6	$33M		1.2M	27.49	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.6	$33M		459k	72.68	View chart
Texas Instrs Stock (TXN)	0.5	$32M	-4%	185k	173.49	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.5	$32M	+9%	478k	66.00	View chart
Adobe Stock (ADBE)	0.5	$30M	-28%	87k	349.99	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.5	$29M	+2%	286k	102.42	View chart
Pepsico Stock (PEP)	0.5	$29M	+3%	201k	143.52	View chart
United Rentals Stock (URI)	0.5	$29M		36k	809.32	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$28M	+47%	45k	614.31	View chart
Abbvie Stock (ABBV)	0.5	$27M		119k	228.50	View chart
Iqvia Hldgs Stock (IQV)	0.4	$27M	-10%	118k	225.41	View chart
Sherwin Williams Stock (SHW)	0.4	$25M	-5%	77k	324.03	View chart
Us Bancorp Del Stock (USB)	0.4	$23M	+5529%	432k	53.36	View chart
Procter & Gamble Stock (PG)	0.4	$23M	-3%	159k	143.32	View chart
Roper Technologies Stock (ROP)	0.4	$22M	-61%	50k	445.14	View chart
Eli Lilly & Co Stock (LLY)	0.4	$22M	-45%	20k	1074.67	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$22M	-2%	146k	148.69	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.4	$22M	-34%	316k	68.11	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.3	$19M	+101%	224k	82.48	View chart
Marsh & Mclennan Cos Stock	0.3	$18M		97k	185.52	View chart
Nxp Semiconductors N V Stock (NXPI)	0.3	$18M		83k	217.06	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.3	$18M		168k	105.69	View chart
Eog Res Stock (EOG)	0.3	$17M	+331%	157k	105.01	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.3	$16M	-2%	43k	386.85	View chart
Stifel Finl Corp Stock (SF)	0.3	$16M		128k	125.22	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$16M		132k	120.34	View chart
Universal Display Corp Stock (OLED)	0.3	$16M		135k	116.78	View chart
Stryker Corporation Stock (SYK)	0.3	$16M	-3%	45k	351.48	View chart
Manulife Finl Corp Stock (MFC)	0.3	$15M		417k	36.28	View chart
Cisco Sys Stock (CSCO)	0.2	$15M	+4%	193k	77.03	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$15M		172k	85.25	View chart
Zoetis Inc Cl A Stock (ZTS)	0.2	$15M	-41%	115k	125.82	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$14M	+602%	179k	80.22	View chart
Goldman Sachs Group Stock (GS)	0.2	$13M	+8%	15k	879.00	View chart
Caterpillar Stock (CAT)	0.2	$13M		23k	572.88	View chart
Williams Cos Stock (WMB)	0.2	$13M		214k	60.11	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$13M	-3%	128k	99.91	View chart
Palo Alto Networks Stock (PANW)	0.2	$13M	-13%	68k	184.20	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$12M	-2%	101k	120.18	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$12M	+20%	175k	67.22	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$12M		121k	96.03	View chart
Abbott Labs Stock (ABT)	0.2	$11M		91k	125.29	View chart
Chevron Corp Stock (CVX)	0.2	$11M		74k	152.41	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$11M		50k	219.78	View chart
Jacobs Solutions Stock (J)	0.2	$11M	+2%	83k	132.46	View chart
Merck & Co Stock (MRK)	0.2	$11M		104k	105.26	View chart
Analog Devices Stock (ADI)	0.2	$11M	-5%	39k	271.20	View chart
Trane Technologies Stock (TT)	0.2	$10M		26k	389.19	View chart
Coca Cola Stock (KO)	0.2	$10M		146k	69.91	View chart
Mcdonalds Corp Stock (MCD)	0.2	$9.9M		32k	305.64	View chart
International Business Machs Stock (IBM)	0.2	$9.8M	+6%	33k	296.21	View chart
Lazard Stock (LAZ)	0.2	$9.6M	+7%	197k	48.56	View chart
Church & Dwight Stock (CHD)	0.2	$9.1M		109k	83.85	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$9.1M		31k	290.22	View chart
Stag Industrial Reit (STAG)	0.2	$9.1M	-2%	247k	36.76	View chart
Tesla Stock (TSLA)	0.1	$8.8M	+34%	20k	449.72	View chart
Nextera Energy Stock (NEE)	0.1	$8.7M	-4%	108k	80.28	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.1	$8.6M	+51%	177k	48.75	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$8.5M		33k	257.95	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$8.5M	-11%	160k	52.88	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$8.5M	+25%	93k	91.38	View chart
Servicenow Stock (NOW)	0.1	$8.4M	+385%	55k	153.19	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.1	$8.4M	+1243%	219k	38.48	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$7.9M	-4%	309k	25.75	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$7.9M		49k	160.97	View chart
Walmart Stock (WMT)	0.1	$7.5M	+11%	68k	111.41	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.1	$7.5M	-3%	164k	45.71	View chart
Ares Capital Corp Cef (ARCC)	0.1	$7.4M	+36%	365k	20.23	View chart
Independent Bk Corp Mass Stock (INDB)	0.1	$7.0M		95k	73.08	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$6.5M		19k	335.27	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.1	$6.3M	+133%	167k	37.96	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.1	$6.2M	+52%	84k	74.69	View chart
Emerson Elec Stock (EMR)	0.1	$6.2M	+2%	47k	132.72	View chart
Akamai Technologies Stock (AKAM)	0.1	$6.2M		71k	87.25	View chart
Huntington Bancshares Stock (HBAN)	0.1	$6.2M	-9%	355k	17.35	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$6.1M	+225%	121k	50.86	View chart
Rtx Corporation Stock (RTX)	0.1	$5.8M	+13%	32k	183.39	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$5.8M	+2%	12k	473.31	View chart
Wells Fargo & Co Stock (WFC)	0.1	$5.5M	-7%	59k	93.20	View chart
American Express Stock (AXP)	0.1	$5.3M	+77%	14k	369.94	View chart
Disney Walt Stock (DIS)	0.1	$5.1M	-28%	45k	113.77	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$5.1M		193k	26.23	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$5.0M	-38%	36k	137.97	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$5.0M	-16%	167k	29.89	View chart
Keysight Technologies Stock (KEYS)	0.1	$4.9M	-5%	24k	203.19	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$4.8M	-7%	8.0k	603.28	View chart
Information Svcs Group Stock (III)	0.1	$4.7M		819k	5.78	View chart
Invesco Global Listed Private Equity Etf Etf (PSP)	0.1	$4.7M	NEW	70k	67.07	View chart
Amgen Stock (AMGN)	0.1	$4.6M	+4%	14k	327.31	View chart
Eaton Corp Stock (ETN)	0.1	$4.6M	-7%	14k	318.51	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$4.6M	+102%	32k	143.97	View chart
Ge Aerospace Stock (GE)	0.1	$4.5M	+12%	15k	308.03	View chart
Gartner Stock (IT)	0.1	$4.3M	+299%	17k	252.28	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$4.3M	+19%	12k	373.44	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$4.3M		45k	94.18	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$4.3M	+3%	14k	302.11	View chart
Ecolab Stock (ECL)	0.1	$4.2M		16k	262.52	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$4.2M	+16%	24k	177.75	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.1	$4.2M		26k	160.79	View chart
Klaviyo Inc Com Ser A Stock (KVYO)	0.1	$4.2M		129k	32.47	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$4.1M	-5%	17k	246.16	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.1	$4.1M		59k	69.31	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.1	$4.0M		43k	94.38	View chart
Sei Invts Stock (SEIC)	0.1	$4.0M		49k	82.02	View chart
Netflix Stock (NFLX)	0.1	$3.9M	+855%	41k	93.76	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$3.9M	+32%	86k	44.71	View chart
Spdr Nuveen Blmbg St Munbd Etf Etf (SHM)	0.1	$3.8M	-6%	80k	47.99	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$3.8M	+7%	27k	141.16	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.8M		45k	84.21	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.1	$3.7M	+6%	103k	36.23	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$3.7M	-6%	69k	53.83	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$3.7M	-62%	18k	198.62	View chart
Philip Morris Intl Stock (PM)	0.1	$3.6M	+14%	23k	160.40	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$3.6M	-12%	8.0k	453.35	View chart
Fiserv Stock (FI)	0.1	$3.5M	-91%	52k	67.17	View chart
Corning Stock (GLW)	0.1	$3.5M	+181%	40k	87.56	View chart
Pfizer Stock (PFE)	0.1	$3.5M	-2%	140k	24.90	View chart
American Tower Corp Reit (AMT)	0.1	$3.4M	-10%	19k	175.57	View chart
Intuitive Surgical Stock (ISRG)	0.1	$3.4M	+18%	5.9k	566.39	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$3.3M	+11%	6.8k	487.86	View chart
Vanguard Value Etf Etf (VTV)	0.1	$3.3M	+17%	17k	190.99	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$3.2M	-7%	64k	50.32	View chart
Fortive Corp Stock (FTV)	0.1	$3.1M	-12%	57k	55.22	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$3.1M	+2%	54k	57.91	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$3.1M		11k	279.14	View chart
Colgate Palmolive Stock (CL)	0.1	$3.1M	+15%	40k	79.02	View chart
Morgan Stanley Stock (MS)	0.1	$3.1M	+4%	18k	177.53	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$2.9M		3.9k	753.79	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$2.9M	-2%	19k	154.80	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$2.9M		6.1k	468.74	View chart
Ge Vernova Stock (GEV)	0.0	$2.8M	+13%	4.4k	653.57	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$2.8M		36k	78.81	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$2.8M		61k	45.98	View chart
Washington Tr Bancorp Stock (WASH)	0.0	$2.8M	-3%	94k	29.55	View chart
Veralto Corp Stock (VLTO)	0.0	$2.7M	-18%	27k	99.78	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$2.7M	-23%	27k	100.89	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$2.7M		19k	139.35	View chart
Spdr Gold Shares Etf (GLD)	0.0	$2.7M		6.7k	396.32	View chart
State Str Corp Stock (STT)	0.0	$2.6M	+6%	21k	129.01	View chart
Advanced Micro Devices Stock (AMD)	0.0	$2.6M	+59%	12k	214.15	View chart
Blackrock Stock (BLK)	0.0	$2.6M	+10%	2.5k	1070.27	View chart
Lowes Cos Stock (LOW)	0.0	$2.6M	+8%	11k	241.16	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.0	$2.5M		46k	55.15	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$2.5M	+5%	25k	102.54	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$2.5M	+4%	5.1k	483.71	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$2.4M	+17%	8.0k	303.90	View chart
Nutanix Inc Cl A Stock (NTNX)	0.0	$2.4M	+8%	47k	51.69	View chart
Intuit Stock (INTU)	0.0	$2.4M	+16%	3.6k	662.44	View chart
Parker-hannifin Corp Stock (PH)	0.0	$2.4M	+9%	2.7k	878.98	View chart
Union Pac Corp Stock (UNP)	0.0	$2.4M	+12%	10k	231.33	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$2.4M		14k	168.78	View chart
Pjt Partners Inc Com Cl A Stock (PJT)	0.0	$2.4M		14k	167.20	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$2.3M		11k	212.07	View chart
Ultragenyx Pharmaceutical Stock (RARE)	0.0	$2.3M		100k	23.00	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$2.3M	+2%	6.4k	352.88	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$2.3M	-21%	30k	75.05	View chart
Gilead Sciences Stock (GILD)	0.0	$2.2M	+5%	18k	122.74	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$2.2M		8.9k	250.30	View chart
Boston Scientific Corp Stock (BSX)	0.0	$2.2M	-13%	23k	95.35	View chart
Crown Castle Reit (CCI)	0.0	$2.1M	-8%	24k	88.87	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$2.1M		63k	33.81	View chart
Entegris Stock (ENTG)	0.0	$2.1M	-5%	25k	84.25	View chart
Digital Rlty Tr Reit (DLR)	0.0	$2.1M		13k	153.88	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$2.0M	-5%	16k	123.26	View chart
Alps/smith Core Plus Bond Etf Etf (SMTH)	0.0	$2.0M	+59%	77k	26.07	View chart
Unitedhealth Group Stock (UNH)	0.0	$1.9M	+15%	5.9k	330.11	View chart
Motorola Solutions Stock (MSI)	0.0	$1.9M		5.1k	383.34	View chart
Western Digital Corp Stock (WDC)	0.0	$1.9M	+270%	11k	172.27	View chart
General Dynamics Corp Stock (GD)	0.0	$1.9M	+17%	5.5k	339.21	View chart
Intercontinental Exchange Stock (ICE)	0.0	$1.8M	-18%	11k	161.95	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$1.8M	+4%	19k	96.88	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$1.8M	-19%	5.5k	323.01	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$1.7M		32k	54.77	View chart
Amentum Holdings Stock (AMTM)	0.0	$1.7M	-22%	60k	29.00	View chart
Cidara Therapeutics Stock	0.0	$1.7M	NEW	7.7k	220.89	View chart
Oreilly Automotive Stock (ORLY)	0.0	$1.7M	-18%	19k	91.21	View chart
Ametek Stock (AME)	0.0	$1.7M		8.3k	205.31	View chart
Micron Technology Stock (MU)	0.0	$1.7M	+47%	5.8k	285.40	View chart
Innovate Equity Etf Etf (GINN)	0.0	$1.7M		23k	73.10	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$1.6M	+2%	26k	62.50	View chart
Capital One Finl Corp Stock (COF)	0.0	$1.6M	+12%	6.5k	242.36	View chart
3M Company Stock (MMM)	0.0	$1.6M	-4%	9.9k	160.09	View chart
Cvs Health Corp Stock (CVS)	0.0	$1.6M	+12%	20k	79.36	View chart
Citigroup Stock (C)	0.0	$1.6M	+33%	13k	116.69	View chart
Snap On Stock (SNA)	0.0	$1.5M	+14%	4.5k	344.60	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$1.5M	+95%	13k	119.41	View chart
Target Corp Stock (TGT)	0.0	$1.5M	+27%	16k	97.75	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$1.5M	-4%	9.7k	155.12	View chart
Deere & Co Stock (DE)	0.0	$1.5M	+33%	3.1k	465.59	View chart
Cummins Stock (CMI)	0.0	$1.5M	+12%	2.9k	510.49	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$1.4M	+35%	27k	53.76	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$1.4M	+6%	4.9k	288.72	View chart
Ingersoll Rand Stock (IR)	0.0	$1.4M		18k	79.22	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$1.4M	-17%	29k	47.53	View chart
Ishares Emerging Markets Dividend Etf Etf (DVYE)	0.0	$1.4M		44k	31.16	View chart
Automatic Data Processing Stock (ADP)	0.0	$1.4M		5.3k	257.25	View chart
Nike Inc Cl B Stock (NKE)	0.0	$1.4M	-13%	21k	63.71	View chart
Natural Grocers By Vitamin Stock (NGVC)	0.0	$1.3M		54k	25.05	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 Q4 filed Feb. 3, 2026
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

View all past filings

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