Crestwood Advisors

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

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Positions held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Crestwood Advisors Group

Companies in the Crestwood Advisors Group portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 7.1 $254M 1.5M 174.61
Microsoft Corp Stock (MSFT) 5.5 $195M 631k 308.32
Accenture Plc Ireland Shs Class A Stock (ACN) 2.8 $99M +2% 292k 337.23
Blackstone Stock (BX) 2.6 $94M 743k 126.94
Ishares Core Msci Eafe Etf Etf (IEFA) 2.5 $90M 1.3M 69.52
Visa Inc Com Cl A Stock (V) 2.4 $85M 383k 221.77
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.2 $78M +2% 221k 352.93
Ishares National Muni Bond Etf Etf (MUB) 2.1 $76M -17% 689k 109.64
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.1 $75M +4% 27k 2781.49
Bk Of America Corp Stock (BAC) 2.1 $73M +3% 1.8M 41.22
Johnson & Johnson Stock (JNJ) 2.0 $73M 410k 177.23
Amazon Stock (AMZN) 2.0 $70M -5% 22k 3260.02
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.8 $65M 23k 2793.08
Honeywell Intl Stock (HON) 1.8 $64M +18% 329k 194.58

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Home Depot Stock (HD) 1.8 $64M 213k 299.34
Fiserv Stock (FISV) 1.7 $61M +26% 599k 101.40
State Str Corp Stock (STT) 1.7 $60M 686k 87.12
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 1.6 $59M +2% 1.4M 42.07
S&p Global Stock (SPGI) 1.4 $51M +16% 124k 410.19
Adobe Systems Incorporated Stock (ADBE) 1.4 $50M +10% 111k 455.62
Tjx Cos Stock (TJX) 1.4 $50M +2% 829k 60.58
Sherwin Williams Stock (SHW) 1.4 $50M 200k 249.62
Danaher Corporation Stock (DHR) 1.3 $48M -2% 162k 293.33
Spdr S&p 600 Small Cap Etf Etf (SLY) 1.3 $46M 493k 93.61
Stryker Corporation Stock (SYK) 1.3 $46M +2% 172k 267.35
Costco Whsl Corp Stock (COST) 1.3 $46M -3% 80k 575.85
Schwab Charles Corp Stock (SCHW) 1.3 $45M +14% 535k 84.32
Salesforce Stock (CRM) 1.2 $43M +18% 201k 212.32
Resmed Stock (RMD) 1.2 $42M 174k 242.53
Crown Castle Intl Corp Reit (CCI) 1.1 $41M 220k 184.60
Disney Walt Stock (DIS) 1.1 $40M +2% 292k 137.16
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.1 $40M 396k 99.79
Zoetis Inc Cl A Stock (ZTS) 1.1 $39M +2% 206k 188.60
Booking Holdings Stock (BKNG) 1.1 $39M +10% 17k 2348.38
Spdr S&p 500 Etf Etf (SPY) 1.1 $39M -4% 86k 451.64
Constellation Brands Inc Cl A Stock (STZ) 1.0 $36M 155k 230.33
Ishares Msci Eafe Etf Etf (EFA) 1.0 $35M +4% 482k 73.60
Xylem Stock (XYL) 1.0 $35M +20% 409k 85.27
Hilton Worldwide Hldgs Stock (HLT) 1.0 $34M +3% 226k 151.74
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.9 $33M 429k 77.57
Jpmorgan Chase & Co Stock (JPM) 0.9 $32M -2% 238k 136.32
Syneos Health Inc Cl A Stock (SYNH) 0.9 $32M +55% 399k 80.95
Marsh & Mclennan Cos Stock (MMC) 0.9 $32M 186k 170.42
Cvs Health Corp Stock (CVS) 0.8 $29M -28% 285k 101.22
Fortive Corp Stock (FTV) 0.8 $28M 462k 60.93
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.8 $28M 482k 58.18
Meta Platforms Inc Cl A Stock (FB) 0.7 $27M 119k 222.36
Amphenol Corp New Cl A Stock (APH) 0.7 $26M 350k 75.35
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.7 $25M +142% 236k 107.10
Procter And Gamble Stock (PG) 0.7 $25M 161k 152.80
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.7 $24M +11% 530k 44.96
Sensata Technologies Hldg Stock (ST) 0.7 $24M +2% 466k 50.85
Black Knight Stock (BKI) 0.6 $23M +4% 392k 57.99
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.6 $22M 41.00 528926.83
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.6 $21M 210k 100.94
Ishares S&p Small-cap Fund Etf (IJR) 0.6 $20M -51% 185k 107.88
Vanguard Real Estate Etf Etf (VNQ) 0.6 $20M +4% 183k 108.38
First Rep Bk San Francisco Cal Stock (FRC) 0.5 $17M NEW 104k 162.11
Williams Cos Stock (WMB) 0.5 $17M 505k 33.41
Merck & Co Stock (MRK) 0.5 $17M 205k 82.05
Chevron Corp Stock (CVX) 0.5 $16M +2% 99k 162.83
United Rentals Stock (URI) 0.4 $16M -2% 45k 355.22
Ishares Biotechnology Fund Etf (IBB) 0.4 $16M -3% 122k 130.30
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.4 $16M +1241% 305k 51.55
The Trade Desk Inc Com Cl A Stock (TTD) 0.4 $15M 214k 69.25
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $14M -16% 31k 453.70
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.4 $14M -3% 287k 48.46
Abbott Labs Stock (ABT) 0.4 $14M 117k 118.36
Sei Invts Stock (SEIC) 0.4 $13M 223k 60.21
Generac Hldgs Stock (GNRC) 0.4 $13M NEW 44k 297.29
Vanguard S&p 500 Etf Etf (VOO) 0.3 $12M 29k 415.19
Morgan Stanley Stock (MS) 0.3 $11M 130k 87.40
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $11M +44% 193k 55.55
Coca Cola Stock (KO) 0.3 $10M 162k 62.00
Invesco Qqq Trust Etf (QQQ) 0.3 $9.5M -14% 26k 362.53
Mastercard Incorporated Cl A Stock (MA) 0.3 $9.5M -5% 27k 357.39
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.2 $8.4M 178k 47.33
Lilly Eli & Co Stock (LLY) 0.2 $8.4M -4% 29k 286.37
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI) 0.2 $7.9M 165k 47.88
Focus Finl Partners Inc Com Cl A Stock (FOCS) 0.2 $7.4M 161k 45.74
Pioneer Nat Res Stock (PXD) 0.2 $7.1M -10% 29k 250.03
Texas Instrs Stock (TXN) 0.2 $6.9M 37k 183.48
Mcdonalds Corp Stock (MCD) 0.2 $6.7M 27k 247.29
Paypal Hldgs Stock (PYPL) 0.2 $6.5M -5% 56k 115.66
Vanguard Mid-cap Index Fund Etf (VO) 0.2 $6.4M 27k 237.83
Nike Inc Cl B Stock (NKE) 0.2 $6.3M 47k 134.56
Servicenow Stock (NOW) 0.2 $6.2M 11k 556.93
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.2 $6.1M -23% 38k 162.16
Vanguard Small-cap Index Fund Etf (VB) 0.2 $6.0M -2% 28k 212.52
Starbucks Corp Stock (SBUX) 0.2 $5.9M -2% 64k 90.97
Information Svcs Group Stock (III) 0.2 $5.6M 826k 6.81
American Tower Corp Reit (AMT) 0.2 $5.5M -2% 22k 251.22
Exxon Mobil Corp Stock (XOM) 0.1 $5.2M -22% 63k 82.59
Lululemon Athletica Stock (LULU) 0.1 $5.1M -3% 14k 365.23
Analog Devices Stock (ADI) 0.1 $5.1M 31k 165.18
Pepsico Stock (PEP) 0.1 $4.5M -5% 27k 167.37
Tesla Stock (TSLA) 0.1 $4.4M 4.1k 1077.56
Caterpillar Stock (CAT) 0.1 $4.3M 19k 222.81
Shopify Inc Cl A Stock (SHOP) 0.1 $4.1M -2% 6.1k 676.04
Cbre Group Inc Cl A Stock (CBRE) 0.1 $4.1M -3% 44k 91.51
Emerson Elec Stock (EMR) 0.1 $3.8M 39k 98.04
Ishares Morningstar Us Equity Etf Etf (ILCB) 0.1 $3.5M -3% 56k 62.84
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $3.5M 13k 277.60
Cisco Sys Stock (CSCO) 0.1 $3.4M -92% 62k 55.77
Raytheon Technologies Corp Stock (RTX) 0.1 $3.1M -13% 31k 99.08
Wells Fargo Stock (WFC) 0.1 $3.1M 63k 48.46
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $3.0M 78k 38.05
Ishares S&p Midcap Fund Etf (IJH) 0.1 $2.9M -2% 11k 268.34
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $2.9M -11% 62k 46.12
Jpmorgan Diversified Return International Equity Etf Etf (JPIN) 0.1 $2.8M -39% 50k 56.50
Oracle Corp Stock (ORCL) 0.1 $2.8M -5% 34k 82.74
Boston Scientific Corp Stock (BSX) 0.1 $2.7M 61k 44.30
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $2.7M +3% 32k 83.35
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $2.7M -9% 16k 168.28
International Business Machs Stock (IBM) 0.1 $2.6M -6% 20k 130.02
Abbvie Stock (ABBV) 0.1 $2.6M -6% 16k 162.12
Ultragenyx Pharmaceutical Stock (RARE) 0.1 $2.2M 30k 72.62
Lockheed Martin Corp Stock (LMT) 0.1 $2.0M -77% 4.5k 441.41
Thermo Fisher Scientific Stock (TMO) 0.1 $2.0M 3.4k 590.64
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $2.0M +3% 44k 45.15
Goldman Sachs Innovate Equity Etf Etf (GINN) 0.1 $1.9M -3% 35k 54.00
Spdr Gold Shares Etf (GLD) 0.1 $1.8M -13% 10k 180.60
Palo Alto Networks Stock (PANW) 0.1 $1.8M +10% 2.9k 622.47
Hexcel Corp Stock (HXL) 0.1 $1.8M 30k 59.47
Nvidia Corporation Stock (NVDA) 0.1 $1.8M -6% 6.5k 272.87
Vanguard Total Stock Market Index Fund Etf (VTI) 0.0 $1.8M -10% 7.8k 227.69
Pfizer Stock (PFE) 0.0 $1.7M +4% 34k 51.76
Intel Corp Stock (INTC) 0.0 $1.7M -10% 35k 49.55
Capital One Finl Corp Stock (COF) 0.0 $1.7M -5% 13k 131.27
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $1.6M -4% 24k 67.10
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.0 $1.6M 33k 49.90
Union Pac Corp Stock (UNP) 0.0 $1.6M -11% 5.7k 273.29
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $1.6M -2% 12k 125.08
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.0 $1.5M +3% 29k 51.71
Proshares Ultrashort 20 Year Treasury Etf (TBT) 0.0 $1.5M +83% 71k 20.48
Advanced Micro Devices Stock (AMD) 0.0 $1.4M +99% 13k 109.31
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $1.4M 19k 77.28
American Express Stock (AXP) 0.0 $1.4M +2% 7.5k 187.02
Eog Res Stock (EOG) 0.0 $1.4M +3% 12k 119.23
Kimberly-clark Corp Stock (KMB) 0.0 $1.3M -13% 11k 123.19
Verizon Communications Stock (VZ) 0.0 $1.3M -11% 26k 50.95
Us Bancorp Del Stock (USB) 0.0 $1.3M 25k 53.14
Philip Morris Intl Stock (PM) 0.0 $1.3M -53% 14k 93.97
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $1.2M +3% 16k 76.37
Arcbest Corp Stock (ARCB) 0.0 $1.2M 15k 80.53
Ametek Stock (AME) 0.0 $1.2M -5% 8.7k 133.15
Norfolk Southn Corp Stock (NSC) 0.0 $1.1M -10% 4.0k 285.25
Lowes Cos Stock (LOW) 0.0 $1.1M +4% 5.6k 202.22
Ishares Russell 2000 Etf Etf (IWM) 0.0 $1.1M 5.3k 205.34
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $1.1M -2% 4.2k 255.65
Broadcom Stock (AVGO) 0.0 $1.1M +146% 1.7k 629.41
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $1.1M 22k 48.03
Duke Energy Corp Stock (DUK) 0.0 $988k 8.8k 111.66
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $987k 2.4k 416.63
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $981k +86% 18k 53.40
Amgen Stock (AMGN) 0.0 $981k +2% 4.1k 241.86
Vanguard Short-term Bond Index Fund Etf (BSV) 0.0 $936k -36% 12k 77.90
Nextera Energy Stock (NEE) 0.0 $910k +15% 11k 84.69
Natural Grocers By Vitamin Cot Stock (NGVC) 0.0 $905k 46k 19.60
Stanley Black & Decker Stock (SWK) 0.0 $897k 6.4k 139.76
Pjt Partners Inc Com Cl A Stock (PJT) 0.0 $886k 14k 63.12
Illinois Tool Wks Stock (ITW) 0.0 $885k -6% 4.2k 209.47
Workday Inc Cl A Stock (WDAY) 0.0 $877k 3.7k 239.49
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.0 $875k 3.9k 222.93
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $874k +2% 5.3k 165.97
Proshares Ultra S&p 500 Etf (SSO) 0.0 $873k NEW 13k 65.64
At&t Stock (T) 0.0 $864k -4% 37k 23.64
American Elec Pwr Stock (AEP) 0.0 $843k -3% 8.4k 99.82
Paycom Software Stock (PAYC) 0.0 $843k NEW 2.4k 346.49
Altria Group Stock (MO) 0.0 $831k -45% 16k 52.25
Lam Research Corp Stock (LRCX) 0.0 $823k -22% 1.5k 537.91
Vanguard Growth Index Fund Etf (VUG) 0.0 $809k -5% 2.8k 287.70
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.0 $807k 3.3k 248.23
Csx Corp Stock (CSX) 0.0 $803k -11% 22k 37.43
Avnet Stock (AVT) 0.0 $799k 20k 40.57
Ishares Russell 1000 Etf Etf (IWB) 0.0 $796k +5% 3.2k 250.00
Canadian Imp Bk Comm Stock (CM) 0.0 $794k 6.5k 121.72
Lennar Corp Cl A Stock (LEN) 0.0 $772k 9.5k 81.14
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $762k 4.8k 158.85
Walmart Stock (WMT) 0.0 $756k +5% 5.1k 148.82
Intuit Stock (INTU) 0.0 $724k -23% 1.5k 480.74
Carrier Global Corporation Stock (CARR) 0.0 $720k -38% 16k 45.84
Eversource Energy Stock (ES) 0.0 $720k 8.2k 88.24
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.0 $709k 21k 34.15
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $685k 5.7k 121.15
General Dynamics Corp Stock (GD) 0.0 $658k 2.7k 241.11
Wp Carey Reit (WPC) 0.0 $645k 8.0k 80.88
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $642k -46% 10k 62.75
Spdr S&p Biotech Etf Etf (XBI) 0.0 $631k -2% 7.0k 89.82
Ball Corp Stock (BLL) 0.0 $630k 7.0k 89.94
Ford Mtr Co Del Stock (F) 0.0 $622k 37k 16.91
Weyerhaeuser Co Mtn Be Reit (WY) 0.0 $621k 16k 37.90
Northrop Grumman Corp Stock (NOC) 0.0 $602k -7% 1.3k 446.92
General Electric Stock (GE) 0.0 $580k -11% 6.3k 91.54
Peoples United Financial Stock (PBCT) 0.0 $569k 28k 20.00
Schwab International Equity Etf Etf (SCHF) 0.0 $565k 15k 36.75
Yum Brands Stock (YUM) 0.0 $539k 4.5k 118.54
Brookfield Renewable Partners Partnership Unit Stock (BEP) 0.0 $525k 13k 41.07
Medtronic Stock (MDT) 0.0 $498k -96% 4.5k 111.01
Travelers Companies Stock (TRV) 0.0 $490k -69% 2.7k 182.56
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $481k -4% 4.6k 104.70
Proshares Ultrashort S&p 500 Etf (SDS) 0.0 $480k -80% 13k 37.50
Bristol-myers Squibb Stock (BMY) 0.0 $467k +15% 6.4k 73.07
Cambridge Bancorp Stock (CATC) 0.0 $458k 5.4k 84.99
Vanguard High Dividend Yield Etf Etf (VYM) 0.0 $435k -8% 3.9k 112.29
Unitedhealth Group Stock (UNH) 0.0 $434k -8% 851.00 509.99
Motorola Solutions Stock (MSI) 0.0 $433k 1.8k 242.44
Gxo Logistics Incorporated Stock (GXO) 0.0 $426k -2% 6.0k 71.30
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $426k -4% 868.00 490.78
Comcast Corp New Cl A Stock (CMCSA) 0.0 $424k 9.0k 46.87
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.0 $419k 4.8k 86.68
Ishares New York Muni Bond Etf Etf (NYF) 0.0 $409k +4% 7.5k 54.50
3M Company Stock (MMM) 0.0 $408k -7% 2.7k 148.80
Otis Worldwide Corp Stock (OTIS) 0.0 $407k -19% 5.3k 77.01
United Parcel Service Inc Cl B Stock (UPS) 0.0 $404k -6% 1.9k 214.67
American Wtr Wks Stock (AWK) 0.0 $393k 2.4k 165.68
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock (BAM) 0.0 $387k -39% 6.8k 56.57
Digital World Acquisition Corp Class A Stock (DWAC) 0.0 $387k 6.0k 64.50
F5 Stock (FFIV) 0.0 $384k 1.8k 208.81
Boeing Stock (BA) 0.0 $383k -22% 2.0k 191.31
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.0 $382k 6.5k 59.22
Netflix Stock (NFLX) 0.0 $375k 1.0k 374.25
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $373k 2.2k 171.89
Vanguard Financials Index Fund Etf (VFH) 0.0 $372k 4.0k 93.44
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $370k +4% 1.6k 226.99
Umh Pptys Reit (UMH) 0.0 $370k 15k 24.60
Markel Corp Stock (MKL) 0.0 $369k 250.00 1476.00
L3harris Technologies Stock (LHX) 0.0 $362k +44% 1.5k 248.80
Automatic Data Processing Stock (ADP) 0.0 $358k +3% 1.6k 227.30
Editas Medicine Stock (EDIT) 0.0 $345k -5% 18k 19.00
Sempra Stock (SRE) 0.0 $344k -2% 2.0k 167.97
Prologis Reit (PLD) 0.0 $340k 2.1k 161.60
Intuitive Surgical Stock (ISRG) 0.0 $339k 1.1k 301.60
Xpo Logistics Stock (XPO) 0.0 $334k -3% 4.6k 72.77
Ishares Msci Usa Esg Select Etf Etf (SUSA) 0.0 $334k 3.4k 96.95
Oreilly Automotive Stock (ORLY) 0.0 $332k 484.00 685.95
Vanguard Health Care Index Fund Etf (VHT) 0.0 $324k 1.3k 254.72
Penn Natl Gaming Stock (PENN) 0.0 $313k 7.4k 42.37
General Mls Stock (GIS) 0.0 $310k 4.6k 67.74
Invesco Water Resources Etf Etf (PHO) 0.0 $310k 5.8k 53.06
Cgi Inc Cl A Sub Vtg Stock (GIB) 0.0 $305k 3.8k 79.74
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $295k -3% 7.7k 38.37
Conocophillips Stock (COP) 0.0 $292k +3% 2.9k 100.00
Ansys Stock (ANSS) 0.0 $289k 910.00 317.58
Tenable Hldgs Stock (TENB) 0.0 $279k +25% 4.8k 57.82
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $272k -12% 9.8k 27.74
Nutanix Inc Cl A Stock (NTNX) 0.0 $268k 10k 26.80
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $267k -4% 1.4k 190.17
Target Corp Stock (TGT) 0.0 $257k +10% 1.2k 211.87
Gartner Stock (IT) 0.0 $256k -6% 859.00 298.02
Walgreens Boots Alliance Stock (WBA) 0.0 $246k -15% 5.5k 44.73
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $245k -6% 2.1k 119.40
Bank Hawaii Corp Stock (BOH) 0.0 $243k 2.9k 83.88
Consolidated Edison Stock (ED) 0.0 $238k -12% 2.5k 94.56
Stag Indl Reit (STAG) 0.0 $238k 5.7k 41.43
Zscaler Stock (ZS) 0.0 $237k NEW 982.00 241.34
Chubb Stock (CB) 0.0 $230k -2% 1.1k 213.56
Tri Contl Corp Cef (TY) 0.0 $223k -54% 7.2k 30.86
Fortinet Stock (FTNT) 0.0 $222k -9% 651.00 341.01
Vanguard Small-cap Value Index Fund Etf (VBR) 0.0 $219k +5% 1.2k 176.33
Blackrock Stock (BLK) 0.0 $218k -28% 285.00 764.91
Ishares Tips Bond Etf Etf (TIP) 0.0 $218k NEW 1.8k 124.57
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $217k 2.1k 104.18
Qualcomm Stock (QCOM) 0.0 $217k +3% 1.4k 152.82
Colgate Palmolive Stock (CL) 0.0 $216k -25% 2.9k 75.76
Edwards Lifesciences Corp Stock (EW) 0.0 $215k -15% 1.8k 117.55
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $214k 1.6k 136.83
Tenet Healthcare Corp Stock (THC) 0.0 $210k NEW 2.4k 86.00
Ecolab Stock (ECL) 0.0 $207k -5% 1.2k 176.17
Flexshares Quality Dividend Index Fund Etf (QDF) 0.0 $206k 3.5k 59.20
Datadog Inc Cl A Stock (DDOG) 0.0 $204k -18% 1.4k 151.11
Fidelity National Financial In Fnf Group Stock (FNF) 0.0 $202k 4.1k 48.78
Aon Plc Shs Cl A Stock (AON) 0.0 $202k NEW 620.00 325.81
Dominion Energy Stock (D) 0.0 $201k NEW 2.4k 85.17
Kaleyra Stock (KLR) 0.0 $199k 33k 5.99
Macquarie Infrastr Hold Llc Common Units Stock (MIC) 0.0 $175k 47k 3.74
Chromadex Corp Stock (CDXC) 0.0 $85k NEW 34k 2.47
Agenus Stock (AGEN) 0.0 $81k 33k 2.46
Ginkgo Bioworks Holdings Inc Cl A Stock (DNA) 0.0 $74k NEW 19k 4.00
Compugen Ltd Ord Stock (CGEN) 0.0 $51k -21% 16k 3.24
Sphere 3d Corp Stock (ANY) 0.0 $50k 24k 2.08
Phunware Stock (PHUN) 0.0 $42k +50% 15k 2.80
Daktari Stock (DAKT) 0.0 $41k 41k 1.00
Isoray Stock (ISR) 0.0 $20k 55k 0.36
Evogene Stock (EVGN) 0.0 $18k 14k 1.29
Burcon Nutrascience Corp Stock (BRCN) 0.0 $14k 15k 0.94

Past Filings by Crestwood Advisors Group

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

View all past filings