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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, IVV, MSFT, NVDA, GOOGL, and represent 23.47% of Crestwood Advisors Group's stock portfolio.
Added to shares of these 10 stocks: APH (+$34M), SCMB (+$24M), IVV (+$23M), AMGN (+$12M), AB (+$11M), GILD (+$10M), ASML (+$9.0M), GE (+$6.1M), MU (+$5.7M), GOOG.
Started 85 new stock positions in IVZ, FE, CRCL, UL, MOS, OKE, SAIC, EG, IEX, ARE.
Reduced shares in these 10 stocks: MUB (-$9.7M), AVGO (-$9.0M), TDG (-$8.5M), AMAT (-$7.8M), DHR (-$7.1M), GOOGL (-$6.8M), PEP (-$6.7M), AAPL (-$6.6M), VTEB (-$6.0M), CME (-$6.0M).
Sold out of its positions in AGCO, ATI, ARES, AVB, BJ, BYD, BTI, CSL, CNP, GTLS.
Crestwood Advisors Group was a net buyer of stock by $81M.
Crestwood Advisors Group has $6.8B in assets under management (AUM), dropping by 0.28%.
Central Index Key (CIK): 0001426853

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Portfolio Holdings for Crestwood Advisors Group

Crestwood Advisors Group holds 919 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Crestwood Advisors Group has 919 total positions. Only the first 250 positions are shown.

Sign up to view all of the Crestwood Advisors Group Sept. 30, 2026 positions
Download the Crestwood Advisors Group September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	6.6	$450M		1.3M	333.02	View chart
Ishares Core S&p 500 Etf Etf (IVV)	5.7	$387M	+6%	505k	765.85	View chart
Microsoft Corp Stock (MSFT)	4.1	$279M		545k	512.90	View chart
Nvidia Corporation Stock (NVDA)	3.5	$237M		1.0M	228.38	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.5	$235M	-2%	682k	344.08	View chart
Amazon Stock (AMZN)	2.9	$193M		774k	249.15	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	2.1	$140M	-3%	2.9M	48.53	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.8	$125M	+4%	366k	340.74	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.7	$118M	+3%	1.3M	94.54	View chart
Applied Matls Stock (AMAT)	1.7	$115M	-6%	225k	511.40	View chart
Visa Inc Com Cl A Stock (V)	1.7	$113M		313k	359.34	View chart
Broadcom Stock (AVGO)	1.5	$101M	-8%	289k	351.19	View chart
Jpmorgan Chase & Co Stock (JPM)	1.4	$92M		278k	330.83	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	1.4	$92M		1.7M	52.86	View chart
Meta Platforms Inc Cl A Stock (META)	1.3	$88M	-2%	121k	725.18	View chart
Gmo Us Quality Etf Etf (QLTY)	1.3	$86M		2.0M	42.81	View chart
Lam Research Corp Stock (LRCX)	1.2	$83M	-5%	254k	328.51	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$82M	-2%	165k	497.95	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	1.2	$80M	+3%	3.6M	21.87	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	1.1	$76M		1.0M	73.58	View chart
Johnson & Johnson Stock (JNJ)	1.0	$71M		268k	264.62	View chart
Amphenol Corp Cl A Stock (APH)	1.0	$69M	+95%	815k	84.30	View chart
Kla Corp Stock (KLAC)	1.0	$68M	-3%	351k	194.93	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.0	$68M	+4%	690k	99.08	View chart
Hilton Worldwide Hldgs Stock (HLT)	1.0	$65M	-4%	204k	318.13	View chart
Quanta Svcs Stock (PWR)	0.9	$63M		99k	642.51	View chart
Costco Wholesale Corporation Stock (COST)	0.9	$62M	-3%	69k	910.34	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.9	$59M		606k	96.88	View chart
Tjx Cos Stock (TJX)	0.8	$56M	-3%	422k	132.31	View chart
Blackstone Stock (BX)	0.8	$55M		493k	112.09	View chart
Eli Lilly & Co Stock (LLY)	0.8	$55M	+6%	47k	1157.10	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.8	$53M	-15%	521k	101.10	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.7	$50M	-2%	66k	762.63	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$50M		71k	700.86	View chart
Mastercard Incorporated Cl A Stock (MA)	0.7	$47M	+2%	84k	551.48	View chart
Thermo Fisher Scientific Stock (TMO)	0.7	$45M	-6%	67k	675.05	View chart
Home Depot Stock (HD)	0.7	$45M	-3%	160k	284.48	View chart
Qualcomm Stock (QCOM)	0.7	$45M	-2%	246k	184.04	View chart
Danaher Corp Del Stock (DHR)	0.7	$45M	-13%	203k	221.55	View chart
Bank Of Amer Corp Stock (BAC)	0.7	$44M		813k	54.43	View chart
Booking Holdings Stock (BKNG)	0.6	$42M	-9%	259k	162.91	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.6	$40M		53.00	747005.00	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.6	$39M	+3%	544k	71.95	View chart
Kinder Morgan Inc Del Stock (KMI)	0.6	$39M		1.3M	30.15	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$38M	+2%	51k	739.77	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.5	$37M	+4%	755k	48.71	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.5	$37M	-12%	349k	104.54	View chart
Xylem Stock (XYL)	0.5	$36M	-3%	351k	101.27	View chart
Mettler Toledo International Stock (MTD)	0.5	$35M	-2%	23k	1510.95	View chart
United Rentals Stock (URI)	0.5	$35M		35k	1000.78	View chart
Astrazeneca Plc Ord Adr (AZN)	0.5	$34M	-5%	213k	161.48	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.5	$33M		299k	111.65	View chart
Texas Instrs Stock (TXN)	0.5	$33M	-4%	118k	280.09	View chart
Abbvie Stock (ABBV)	0.5	$33M		125k	261.60	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.4	$28M	+3%	174k	162.75	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.4	$28M	+3%	313k	89.48	View chart
Eog Res Stock (EOG)	0.4	$28M		200k	137.76	View chart
Us Bancorp Stock (USB)	0.4	$27M		471k	57.76	View chart
Micron Technology Stock (MU)	0.4	$27M	+26%	25k	1065.20	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.4	$27M	-18%	567k	47.36	View chart
Palo Alto Networks Stock (PANW)	0.4	$26M	-3%	66k	397.31	View chart
Manulife Finl Corp Stock (MFC)	0.4	$25M		576k	42.59	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$24M	+8%	300k	81.16	View chart
Oracle Corp Stock (ORCL)	0.4	$24M	-3%	177k	137.30	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.4	$24M	NEW	982k	24.16	View chart
Honeywell Intl Stock (HON)	0.3	$23M	-4%	110k	211.00	View chart
Nxp Semiconductors N V Stock (NXPI)	0.3	$23M		95k	237.53	View chart
Procter & Gamble Stock (PG)	0.3	$22M	-2%	153k	145.28	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.3	$22M	-5%	131k	166.28	View chart
S&p Global Stock (SPGI)	0.3	$21M	-3%	54k	394.47	View chart
Cisco Sys Stock (CSCO)	0.3	$21M		197k	107.63	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.3	$20M		259k	78.42	View chart
Sei Invts Stock (SEIC)	0.3	$20M		197k	102.66	View chart
Caterpillar Stock (CAT)	0.3	$19M		23k	810.79	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.3	$18M	+141%	519k	34.88	View chart
Amgen Stock (AMGN)	0.3	$18M	+200%	43k	421.51	View chart
Pepsico Stock (PEP)	0.3	$18M	-27%	141k	126.72	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.3	$18M		41k	431.66	View chart
Honeywell Aerospace Stock (HONA)	0.3	$18M		115k	155.00	View chart
Salesforce Stock (CRM)	0.3	$17M	-12%	75k	229.56	View chart
Chevron Corporation Stock (CVX)	0.2	$17M		82k	204.21	View chart
Advanced Micro Devices Stock (AMD)	0.2	$17M	+4%	27k	611.76	View chart
Merck & Co Stock (MRK)	0.2	$17M		114k	145.31	View chart
Valero Energy Corp Stock (VLO)	0.2	$16M	+6%	42k	387.61	View chart
Goldman Sachs Group Stock (GS)	0.2	$15M		17k	900.36	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.2	$15M	-4%	90k	170.73	View chart
Servicenow Stock (NOW)	0.2	$15M	+4%	114k	134.01	View chart
Williams Cos Stock (WMB)	0.2	$15M		213k	67.97	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$14M	-2%	166k	86.32	View chart
Analog Devices Stock (ADI)	0.2	$14M	-3%	35k	396.71	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$14M	+25%	271k	51.05	View chart
Nextera Energy Stock (NEE)	0.2	$14M		182k	75.74	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.2	$14M		48k	284.49	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$13M		99k	136.04	View chart
Stifel Finl Corp Stock (SF)	0.2	$13M		191k	70.04	View chart
Gilead Sciences Stock (GILD)	0.2	$13M	+327%	89k	149.06	View chart
Coca Cola Stock (KO)	0.2	$13M	+6%	152k	86.08	View chart
Tesla Stock (TSLA)	0.2	$13M	+9%	36k	354.81	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.2	$12M	+5%	110k	110.28	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$12M		116k	103.89	View chart
Trane Technologies Stock (TT)	0.2	$12M		26k	451.98	View chart
Cme Group Stock (CME)	0.2	$12M	-33%	45k	261.98	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$12M		50k	233.31	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.2	$12M	+12%	244k	47.25	View chart
Ge Vernova Stock (GEV)	0.2	$12M	+5%	12k	950.49	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.2	$11M	+403%	6.2k	1811.62	View chart
Ge Aerospace Stock (GE)	0.2	$11M	+125%	35k	312.29	View chart
Jacobs Solutions Stock (J)	0.2	$11M		81k	135.27	View chart
Walmart Stock (WMT)	0.2	$11M	+8%	103k	103.92	View chart
Charles Schwab Corp Stock (SCHW)	0.2	$11M	-4%	109k	97.74	View chart
Stag Industrial Reit (STAG)	0.1	$9.9M		277k	35.81	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$9.9M	-6%	110k	89.76	View chart
Stryker Corporation Stock (SYK)	0.1	$9.8M	-6%	36k	275.40	View chart
Universal Display Corp Stock (OLED)	0.1	$9.8M	-5%	127k	77.04	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.1	$9.5M	+72%	74k	128.48	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.1	$9.4M	-2%	116k	81.27	View chart
Church & Dwight Stock (CHD)	0.1	$9.3M	-2%	99k	94.22	View chart
Rtx Corporation Stock (RTX)	0.1	$9.1M		49k	185.65	View chart
Keysight Technologies Stock (KEYS)	0.1	$8.8M		24k	364.03	View chart
Comfort Sys Usa Stock (FIX)	0.1	$8.8M		5.3k	1654.12	View chart
Abbott Laboratories Stock (ABT)	0.1	$8.5M		86k	98.83	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.1	$8.3M	-14%	132k	62.73	View chart
Intel Corp Stock (INTC)	0.1	$8.2M	+4%	68k	120.22	View chart
Ares Capital Corp Cef (ARCC)	0.1	$7.6M		400k	19.10	View chart
Emerson Elec Stock (EMR)	0.1	$7.6M	+2%	49k	155.10	View chart
International Business Machs Stock (IBM)	0.1	$7.4M	-2%	34k	219.93	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.1	$7.4M		20k	374.24	View chart
Transdigm Group Stock (TDG)	0.1	$7.2M	-54%	6.6k	1082.61	View chart
Akamai Technologies Stock (AKAM)	0.1	$7.2M	-3%	67k	106.35	View chart
Parker-hannifin Corp Stock (PH)	0.1	$7.2M	+13%	7.5k	955.40	View chart
Eaton Corp Stock (ETN)	0.1	$7.1M	+3%	17k	429.71	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.1	$7.1M	+10%	88k	80.46	View chart
Lazard Stock (LAZ)	0.1	$7.1M	-3%	196k	36.23	View chart
Union Pac Corp Stock (UNP)	0.1	$7.1M		26k	272.13	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$6.9M	-14%	135k	51.23	View chart
Cardinal Health Stock (CAH)	0.1	$6.9M	+16%	31k	222.51	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$6.7M	-3%	46k	148.30	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$6.6M		82k	80.60	View chart
Sherwin Williams Stock (SHW)	0.1	$6.4M	-17%	20k	323.30	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$6.4M	-6%	60k	106.48	View chart
Mcdonalds Corp Stock (MCD)	0.1	$6.3M	-7%	27k	230.94	View chart
Independent Bk Corp Mass Stock (INDB)	0.1	$6.2M		81k	77.65	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$6.2M		50k	125.26	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$6.2M	-13%	256k	24.36	View chart
Corning Stock (GLW)	0.1	$6.1M	+2%	40k	153.76	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$6.0M	+327%	23k	264.75	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.1	$5.9M	-11%	137k	42.77	View chart
Unitedhealth Group Stock (UNH)	0.1	$5.7M	+86%	15k	367.09	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$5.6M		29k	195.75	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$5.3M	-3%	58k	91.64	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$5.3M	+2%	12k	456.19	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$5.3M		13k	416.13	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$5.2M		179k	29.31	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.1	$5.0M		142k	35.23	View chart
Huntington Bancshares Stock (HBAN)	0.1	$5.0M	-2%	327k	15.26	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$5.0M	+15%	27k	187.05	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.1	$5.0M		15k	337.83	View chart
Philip Morris Intl Stock (PM)	0.1	$4.8M	-2%	25k	190.82	View chart
Disney Walt Stock (DIS)	0.1	$4.8M	-3%	46k	104.90	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$4.7M	-3%	7.2k	656.72	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$4.7M	-2%	76k	61.50	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$4.6M		17k	277.89	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$4.6M		14k	316.08	View chart
Information Svcs Group Stock (III)	0.1	$4.5M		819k	5.53	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$4.5M	+27%	15k	304.64	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$4.5M	+68%	8.8k	509.24	View chart
Ishares Msci Usa Etf Etf	0.1	$4.4M		42k	105.66	View chart
Wells Fargo & Co Stock (WFC)	0.1	$4.4M		54k	80.05	View chart
Tapestry Stock (TPR)	0.1	$4.1M	-11%	36k	115.04	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$4.1M		25k	160.33	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$4.1M		42k	97.45	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$4.0M		18k	222.24	View chart
Invesco Global Listed Private Equity Etf Etf (PSP)	0.1	$3.9M		70k	56.29	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.1	$3.9M		44k	90.11	View chart
Colgate Palmolive Stock (CL)	0.1	$3.9M		46k	85.32	View chart
Ecolab Stock (ECL)	0.1	$3.9M		14k	274.59	View chart
Morgan Stanley Stock (MS)	0.1	$3.8M	+8%	21k	188.08	View chart
American Express Stock (AXP)	0.1	$3.8M	-5%	13k	304.10	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.8M	+2%	40k	93.96	View chart
Entegris Stock (ENTG)	0.1	$3.8M		24k	154.06	View chart
Accelerant Holdings Cl A Stock (ARX)	0.1	$3.8M	NEW	190k	19.73	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$3.7M	+3%	4.0k	922.37	View chart
Netflix Stock (NFLX)	0.1	$3.7M	+11%	53k	69.58	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$3.6M		29k	125.67	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$3.6M	-3%	6.9k	522.84	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$3.6M		17k	216.08	View chart
Washington Tr Bancorp Stock (WASH)	0.1	$3.6M		94k	37.99	View chart
State Str Corp Stock (STT)	0.1	$3.6M		21k	174.59	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$3.6M	-3%	62k	57.82	View chart
Pfizer Stock (PFE)	0.1	$3.5M	-10%	123k	28.52	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.1	$3.5M		12k	292.10	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$3.4M		49k	70.41	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$3.4M	+3%	54k	63.04	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$3.4M	-24%	155k	21.76	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$3.4M	-17%	18k	183.37	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$3.3M	+3%	64k	52.00	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$3.2M		14k	228.28	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$3.2M		19k	166.98	View chart
Ebay Stock (EBAY)	0.0	$3.0M	+247%	28k	106.05	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$3.0M	+9%	5.6k	537.91	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$3.0M	-6%	59k	50.39	View chart
Uber Technologies Stock (UBER)	0.0	$3.0M	+210%	43k	68.51	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$3.0M	NEW	59k	50.14	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$3.0M	+132%	47k	62.40	View chart
Spdr Nuveen Blmbg St Munbd Etf Etf (SHM)	0.0	$2.9M	-5%	63k	46.65	View chart
Gartner Stock (IT)	0.0	$2.9M	+2%	16k	186.54	View chart
Linde Stock (LIN)	0.0	$2.9M	+22%	6.1k	474.67	View chart
Deere & Co Stock (DE)	0.0	$2.9M	+3%	4.3k	671.53	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$2.9M		14k	210.54	View chart
Arista Networks Stock (ANET)	0.0	$2.9M	+16%	14k	203.59	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$2.9M		9.1k	317.35	View chart
Alps/smith Core Plus Bond Etf Etf (SMTH)	0.0	$2.8M	+7%	116k	24.54	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$2.8M		17k	168.42	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$2.8M	-10%	18k	155.68	View chart
Citigroup Stock (C)	0.0	$2.8M	+6%	21k	129.48	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$2.7M	+44%	14k	193.75	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$2.7M	+511%	29k	92.36	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$2.7M	-10%	58k	46.40	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$2.7M		28k	97.43	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$2.7M	-3%	35k	75.62	View chart
Fortive Corp Stock (FTV)	0.0	$2.6M	-5%	48k	54.81	View chart
Target Corp Stock (TGT)	0.0	$2.6M	+7%	17k	156.69	View chart
Digital Rlty Tr Reit (DLR)	0.0	$2.4M		14k	174.58	View chart
Sandisk Corp Stock (SNDK)	0.0	$2.4M	+4%	1.4k	1740.20	View chart
Spdr Gold Shares Etf (GLD)	0.0	$2.4M		6.3k	380.85	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$2.4M	+5%	34k	70.62	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.0	$2.4M		42k	57.22	View chart
American Tower Corp Reit (AMT)	0.0	$2.4M	-12%	14k	163.69	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$2.3M		17k	142.26	View chart
General Dynamics Corp Stock (GD)	0.0	$2.3M	+3%	7.0k	334.50	View chart
Intuitive Surgical Stock (ISRG)	0.0	$2.3M	+7%	5.7k	406.66	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$2.3M		28k	84.08	View chart
Motorola Solutions Stock (MSI)	0.0	$2.3M		5.2k	446.01	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$2.2M	+8%	69k	32.28	View chart
Ametek Stock (AME)	0.0	$2.2M	+3%	9.0k	247.73	View chart
State Street Spdr S&p 500 Esg Etf Etf (EFIV)	0.0	$2.2M	+31%	30k	74.06	View chart
Avnet Stock (AVT)	0.0	$2.2M	+2%	22k	99.95	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$2.2M	+7%	20k	109.61	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.0	$2.2M		9.4k	231.03	View chart
Blackrock Stock (BLK)	0.0	$2.1M	-6%	2.0k	1058.11	View chart
Cvs Health Corp Stock (CVS)	0.0	$2.1M	+4%	24k	85.69	View chart
Pjt Partners Inc Com Cl A Stock (PJT)	0.0	$2.0M		14k	142.71	View chart
Medtronic Stock (MDT)	0.0	$2.0M	+28%	24k	86.29	View chart
Klaviyo Inc Com Ser A Stock (KVYO)	0.0	$2.0M		129k	15.73	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$2.0M	-5%	26k	76.40	View chart
At&t Stock (T)	0.0	$2.0M	-42%	82k	24.40	View chart
Arcbest Corp Stock (ARCB)	0.0	$1.9M		15k	127.44	View chart
Altria Group Stock (MO)	0.0	$1.9M	-3%	29k	67.34	View chart
Veralto Corp Stock (VLTO)	0.0	$1.9M	-4%	20k	94.32	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$1.9M	-22%	3.3k	568.60	View chart

Past Filings by Crestwood Advisors Group

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

Crestwood Advisors Group 2026 Q3 filed Oct. 27, 2026
Crestwood Advisors Group 2026 Q2 filed Aug. 3, 2026
Crestwood Advisors Group 2026 Q1 filed May 5, 2026
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

View all past filings

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