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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, GOOGL, MSFT, NVDA, and represent 20.59% of Crestwood Advisors Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$55M), AZN (+$46M), VSLU (+$35M), NVDA (+$31M), INTU (+$16M), IEFA (+$15M), QLTY (+$14M), LLY (+$14M), SEIC (+$12M), VO (+$9.4M).
Started 107 new stock positions in XYZ, VOOG, XBI, PKX, LOPE, PODD, GLDM, CIEN, NDSN, AJG.
Reduced shares in these 10 stocks: AstraZeneca (-$45M), CRM (-$24M), ADBE (-$16M), ROP (-$12M), TXN (-$9.0M), IGV (-$8.8M), MKC (-$8.5M), ACN (-$8.0M), AMAT (-$7.9M), SUB (-$7.9M).
Sold out of its positions in ACIW, AYI, FDG, AWI, AstraZeneca, AXON, BIDU, BBY, BAM, CNC.
Crestwood Advisors Group was a net buyer of stock by $231M.
Crestwood Advisors Group has $5.9B in assets under management (AUM), dropping by -0.99%.
Central Index Key (CIK): 0001426853

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Portfolio Holdings for Crestwood Advisors Group

Crestwood Advisors Group holds 765 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Crestwood Advisors Group has 765 total positions. Only the first 250 positions are shown.

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Download the Crestwood Advisors Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.9	$354M		1.4M	253.79	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.8	$284M	+24%	435k	653.21	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.5	$209M		728k	287.56	View chart
Microsoft Corp Stock (MSFT)	3.3	$198M		536k	370.17	View chart
Nvidia Corporation Stock (NVDA)	3.0	$178M	+21%	1.0M	174.40	View chart
Amazon Stock (AMZN)	2.9	$173M	-3%	828k	208.27	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	2.0	$118M	+41%	2.8M	41.81	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.9	$113M	+7%	1.1M	99.27	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.7	$99M		345k	286.84	View chart
Visa Inc Com Cl A Stock (V)	1.6	$98M		324k	302.24	View chart
Applied Matls Stock (AMAT)	1.6	$97M	-7%	285k	341.80	View chart
Broadcom Stock (AVGO)	1.6	$96M	+8%	311k	309.51	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.6	$94M	-4%	196k	479.20	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	1.4	$83M		1.7M	48.32	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	1.3	$79M		3.5M	22.91	View chart
Jpmorgan Chase & Co Stock (JPM)	1.3	$79M	+9%	267k	294.16	View chart
Meta Platforms Inc Cl A Stock (META)	1.3	$78M	-7%	136k	572.20	View chart
Costco Wholesale Corporation Stock (COST)	1.2	$74M		74k	996.44	View chart
Booking Holdings Stock (BKNG)	1.2	$73M	-5%	17k	4210.21	View chart
Tjx Cos Stock (TJX)	1.2	$72M	-3%	448k	159.70	View chart
Hilton Worldwide Hldgs Stock (HLT)	1.2	$69M	-6%	227k	304.07	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	1.1	$67M		1.0M	66.77	View chart
Gmo Us Quality Etf Etf (QLTY)	1.1	$64M	+28%	1.8M	36.18	View chart
Johnson & Johnson Stock (JNJ)	1.1	$62M	+7%	256k	244.33	View chart
Kla Corp Stock (KLAC)	1.0	$60M	-6%	41k	1472.40	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.0	$60M	+5%	566k	106.15	View chart
Lam Research Corp Stock (LRCX)	1.0	$59M	-6%	278k	213.66	View chart
Blackstone Stock (BX)	1.0	$58M		500k	114.99	View chart
Home Depot Stock (HD)	0.9	$56M	-3%	171k	328.88	View chart
Quanta Svcs Stock (PWR)	0.9	$55M		100k	549.02	View chart
Danaher Corp Del Stock (DHR)	0.9	$54M	-4%	287k	189.60	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.9	$54M	+38%	598k	90.52	View chart
Amphenol Corp Cl A Stock (APH)	0.9	$54M		424k	126.35	View chart
Honeywell Intl Stock (HON)	0.8	$50M	-4%	222k	226.00	View chart
Xylem Stock (XYL)	0.8	$48M	-7%	405k	119.50	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.8	$46M	-14%	434k	106.50	View chart
Astrazeneca Plc Ord Adr (AZN)	0.8	$46M	NEW	233k	197.22	View chart
Thermo Fisher Scientific Stock (TMO)	0.8	$46M	-2%	93k	491.53	View chart
Cme Group Stock (CME)	0.8	$45M	-6%	154k	295.35	View chart
Kinder Morgan Inc Del Stock (KMI)	0.7	$43M	+5%	1.3M	33.53	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$42M	+21%	70k	597.55	View chart
Bank Of Amer Corp Stock (BAC)	0.7	$40M	+9%	828k	48.75	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.7	$40M	-12%	62k	650.34	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.7	$40M		55.00	718140.00	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.6	$37M		465k	78.65	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.6	$36M	-14%	715k	49.89	View chart
Mastercard Incorporated Cl A Stock (MA)	0.6	$36M	-3%	71k	499.66	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.6	$34M	+6%	508k	67.53	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.6	$33M		648k	51.23	View chart
Qualcomm Stock (QCOM)	0.6	$33M		254k	128.78	View chart
Eli Lilly & Co Stock (LLY)	0.5	$33M	+72%	35k	919.80	View chart
Pepsico Stock (PEP)	0.5	$31M		201k	155.29	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.5	$31M	+3%	296k	103.37	View chart
Mettler Toledo International Stock (MTD)	0.5	$30M		24k	1261.20	View chart
Eog Res Stock (EOG)	0.5	$29M	+26%	199k	144.57	View chart
S&p Global Stock (SPGI)	0.5	$28M	-11%	66k	425.33	View chart
Oracle Corp Stock (ORCL)	0.5	$28M		188k	147.11	View chart
Texas Instrs Stock (TXN)	0.5	$27M	-24%	139k	194.14	View chart
Abbvie Stock (ABBV)	0.4	$26M		120k	217.50	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$26M	+15%	153k	169.66	View chart
United Rentals Stock (URI)	0.4	$26M		35k	728.55	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$25M		44k	577.18	View chart
Us Bancorp Stock (USB)	0.4	$25M	+11%	484k	52.01	View chart
Salesforce Stock (CRM)	0.4	$24M	-49%	131k	186.68	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.4	$23M	+24%	280k	83.57	View chart
Procter & Gamble Stock (PG)	0.4	$23M		161k	144.44	View chart
Sherwin Williams Stock (SHW)	0.4	$23M	-6%	72k	320.54	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.3	$20M	-3%	142k	142.43	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$20M	-28%	101k	198.29	View chart
Manulife Finl Corp Stock (MFC)	0.3	$20M	+39%	580k	34.44	View chart
Nxp Semiconductors N V Stock (NXPI)	0.3	$19M	+16%	97k	196.86	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$18M	+104%	64k	287.18	View chart
Intuit Stock (INTU)	0.3	$17M	+986%	40k	432.38	View chart
Caterpillar Stock (CAT)	0.3	$17M	+4%	24k	708.47	View chart
Chevron Corporation Stock (CVX)	0.3	$17M	+11%	83k	206.90	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.3	$17M		97k	173.45	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.3	$16M		43k	370.68	View chart
Williams Cos Stock (WMB)	0.3	$16M		213k	72.78	View chart
Sei Invts Stock (SEIC)	0.3	$15M	+302%	196k	78.47	View chart
Cisco Sys Stock (CSCO)	0.3	$15M	+2%	197k	77.59	View chart
Stifel Finl Corp Stock (SF)	0.2	$14M	+51%	194k	73.92	View chart
Stryker Corporation Stock (SYK)	0.2	$14M	-2%	43k	328.59	View chart
Merck & Co Stock (MRK)	0.2	$14M	+10%	115k	120.29	View chart
Goldman Sachs Group Stock (GS)	0.2	$14M	+8%	16k	845.99	View chart
Iqvia Hldgs Stock (IQV)	0.2	$14M	-31%	80k	170.53	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$14M		170k	80.08	View chart
Universal Display Corp Stock (OLED)	0.2	$14M	+9%	148k	91.66	View chart
Servicenow Stock (NOW)	0.2	$13M	+131%	127k	104.55	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$13M	+7%	189k	69.75	View chart
Nextera Energy Stock (NEE)	0.2	$13M	+29%	140k	92.88	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$13M	+2%	103k	124.31	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$13M	+46%	48k	261.92	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$13M	+4%	133k	93.98	View chart
Analog Devices Stock (ADI)	0.2	$12M	-3%	37k	318.14	View chart
Zoetis Inc Cl A Stock (ZTS)	0.2	$12M	-13%	99k	118.20	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$12M		119k	97.13	View chart
Palo Alto Networks Stock (PANW)	0.2	$12M	+5%	72k	160.32	View chart
Coca Cola Stock (KO)	0.2	$11M		146k	76.05	View chart
Trane Technologies Stock (TT)	0.2	$11M		27k	416.74	View chart
Jacobs Solutions Stock (J)	0.2	$11M	+2%	84k	127.28	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.2	$11M	+324%	105k	102.25	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$11M	+73%	209k	50.95	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$11M		49k	215.05	View chart
Stag Industrial Reit (STAG)	0.2	$11M	+18%	293k	36.06	View chart
Church & Dwight Stock (CHD)	0.2	$9.9M	-2%	106k	93.32	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$9.8M	-27%	129k	76.54	View chart
Mcdonalds Corp Stock (MCD)	0.2	$9.8M		32k	310.80	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.2	$9.7M	+13%	201k	48.46	View chart
Abbott Laboratories Stock (ABT)	0.2	$9.3M		91k	102.67	View chart
Rtx Corporation Stock (RTX)	0.2	$9.2M	+50%	48k	192.90	View chart
Walmart Stock (WMT)	0.2	$9.0M	+7%	72k	124.28	View chart
Tesla Stock (TSLA)	0.1	$8.9M	+22%	24k	371.75	View chart
Valero Energy Corp Stock (VLO)	0.1	$8.8M	+844%	36k	247.08	View chart
Lazard Stock (LAZ)	0.1	$8.5M		199k	42.48	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$8.3M		158k	52.56	View chart
International Business Machs Stock (IBM)	0.1	$8.3M	+3%	34k	242.39	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.1	$8.2M		218k	37.44	View chart
Akamai Technologies Stock (AKAM)	0.1	$8.0M		70k	114.85	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.1	$8.0M	NEW	116k	68.78	View chart
Ge Vernova Stock (GEV)	0.1	$7.9M	+107%	9.0k	872.90	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$7.7M	-3%	299k	25.62	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.1	$7.4M	-53%	147k	50.46	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.1	$7.4M		163k	45.34	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.1	$7.1M	+18%	99k	71.81	View chart
Keysight Technologies Stock (KEYS)	0.1	$6.9M	+2%	25k	282.37	View chart
Ares Capital Corp Cef (ARCC)	0.1	$6.9M	+4%	380k	18.02	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$6.8M	+799%	83k	81.98	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$6.2M		19k	320.81	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$6.2M	+28%	216k	28.71	View chart
Emerson Elec Stock (EMR)	0.1	$6.2M		47k	131.02	View chart
Roper Technologies Stock (ROP)	0.1	$6.1M	-65%	17k	353.85	View chart
Independent Bk Corp Mass Stock (INDB)	0.1	$6.1M	-15%	81k	75.21	View chart
Union Pac Corp Stock (UNP)	0.1	$5.9M	+133%	24k	242.62	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$5.8M		49k	118.62	View chart
Eaton Corp Stock (ETN)	0.1	$5.5M	+6%	15k	357.67	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.1	$5.5M	+36%	80k	68.43	View chart
Corning Stock (GLW)	0.1	$5.4M		40k	135.97	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$5.4M	-36%	59k	91.64	View chart
Huntington Bancshares Stock (HBAN)	0.1	$5.3M	-4%	341k	15.65	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$5.3M		12k	426.41	View chart
Amgen Stock (AMGN)	0.1	$5.1M	+3%	15k	351.85	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$5.0M	-5%	81k	61.26	View chart
Netflix Stock (NFLX)	0.1	$4.9M	+22%	51k	96.15	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$4.8M		193k	25.10	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.1	$4.8M	+39%	144k	33.22	View chart
Adobe Stock (ADBE)	0.1	$4.8M	-77%	20k	243.07	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$4.8M	-3%	7.7k	616.76	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$4.7M	-65%	59k	80.05	View chart
Parker-hannifin Corp Stock (PH)	0.1	$4.5M	+83%	5.0k	895.15	View chart
Ge Aerospace Stock (GE)	0.1	$4.5M	+8%	16k	283.77	View chart
Wells Fargo & Co Stock (WFC)	0.1	$4.4M	-6%	55k	79.61	View chart
Ecolab Stock (ECL)	0.1	$4.4M	+2%	17k	266.01	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$4.3M	-21%	29k	150.01	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$4.3M		14k	302.25	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$4.2M		17k	247.99	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$4.2M		32k	132.90	View chart
Philip Morris Intl Stock (PM)	0.1	$4.2M	+10%	25k	165.34	View chart
Disney Walt Stock (DIS)	0.1	$4.1M	-5%	43k	96.38	View chart
Pfizer Stock (PFE)	0.1	$4.1M	+3%	145k	28.08	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$4.1M		11k	356.56	View chart
American Express Stock (AXP)	0.1	$4.0M	-6%	13k	302.47	View chart
At&t Stock (T)	0.1	$4.0M	+235%	138k	28.99	View chart
Invesco Global Listed Private Equity Etf Etf (PSP)	0.1	$4.0M		70k	56.52	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$3.9M	-5%	43k	92.72	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$3.9M	+1078%	14k	272.33	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.1	$3.9M	+3%	173k	22.69	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$3.9M		67k	57.64	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.8M	-3%	43k	89.59	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.1	$3.8M		42k	89.85	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$3.6M	-8%	25k	144.71	View chart
Comfort Sys Usa Stock (FIX)	0.1	$3.6M	NEW	2.6k	1378.99	View chart
Colgate Palmolive Stock (CL)	0.1	$3.6M	+5%	42k	85.23	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.1	$3.5M		26k	135.46	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$3.5M	-3%	7.8k	446.53	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$3.4M		24k	146.28	View chart
Spdr Nuveen Blmbg St Munbd Etf Etf (SHM)	0.1	$3.3M	-12%	70k	47.83	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$3.3M	-5%	17k	191.81	View chart
Vanguard Value Etf Etf (VTV)	0.1	$3.3M	-2%	17k	196.20	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$3.3M	+5%	5.4k	604.36	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$3.2M		64k	50.34	View chart
Advanced Micro Devices Stock (AMD)	0.1	$3.2M	+27%	16k	203.43	View chart
American Tower Corp Reit (AMT)	0.1	$3.2M	-3%	18k	172.58	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$3.2M	+101%	20k	161.73	View chart
Washington Tr Bancorp Stock (WASH)	0.1	$3.2M		94k	33.46	View chart
Information Svcs Group Stock (III)	0.1	$3.1M		819k	3.84	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$3.1M	-2%	53k	59.22	View chart
Fortive Corp Stock (FTV)	0.1	$3.1M		56k	55.26	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$3.1M	+13%	9.2k	337.97	View chart
Morgan Stanley Stock (MS)	0.1	$3.1M	+6%	19k	164.57	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$3.1M	+2%	7.0k	436.79	View chart
Western Digital Corp Stock (WDC)	0.0	$3.0M		11k	270.49	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$2.9M	+2%	62k	47.02	View chart
Cardinal Health Stock (CAH)	0.0	$2.9M	+691%	14k	211.31	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$2.9M		11k	257.35	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$2.9M	+25%	14k	211.15	View chart
Spdr Gold Shares Etf (GLD)	0.0	$2.9M		6.7k	430.30	View chart
Entegris Stock (ENTG)	0.0	$2.8M	-2%	24k	117.24	View chart
Gilead Sciences Stock (GILD)	0.0	$2.8M	+8%	20k	139.37	View chart
Lowes Cos Stock (LOW)	0.0	$2.7M	+6%	12k	236.28	View chart
State Str Corp Stock (STT)	0.0	$2.7M	+4%	21k	126.56	View chart
Intuitive Surgical Stock (ISRG)	0.0	$2.7M		5.8k	460.96	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$2.7M	-3%	18k	146.61	View chart
Fiserv Stock (FISV)	0.0	$2.7M	-9%	48k	55.80	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$2.6M	+3%	20k	132.10	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$2.6M		27k	96.47	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$2.5M	-6%	3.6k	697.64	View chart
Klaviyo Inc Com Ser A Stock (KVYO)	0.0	$2.5M		129k	19.46	View chart
Digital Rlty Tr Reit (DLR)	0.0	$2.5M	+2%	14k	179.25	View chart
Blackrock Stock (BLK)	0.0	$2.5M	+4%	2.6k	961.76	View chart
Micron Technology Stock (MU)	0.0	$2.4M	+24%	7.2k	337.83	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.0	$2.4M		45k	53.84	View chart
Gartner Stock (IT)	0.0	$2.4M	-11%	15k	158.34	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$2.4M	+13%	7.3k	322.78	View chart
Motorola Solutions Stock (MSI)	0.0	$2.3M	+7%	5.4k	434.00	View chart
Alps/smith Core Plus Bond Etf Etf (SMTH)	0.0	$2.3M	+18%	91k	25.75	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$2.3M	-2%	14k	168.77	View chart
Deere & Co Stock (DE)	0.0	$2.3M	+28%	4.0k	563.26	View chart
Veralto Corp Stock (VLTO)	0.0	$2.3M	-5%	26k	88.42	View chart
Linde Stock (LIN)	0.0	$2.2M	+45%	4.4k	495.81	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$2.1M	-23%	27k	78.40	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$2.1M	-6%	28k	75.19	View chart
Ultragenyx Pharmaceutical Stock (RARE)	0.0	$2.1M		100k	20.95	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$2.1M		8.7k	239.98	View chart
Transdigm Group Stock (TDG)	0.0	$2.1M	+806%	1.8k	1158.98	View chart
Target Corp Stock (TGT)	0.0	$2.1M	+9%	17k	121.20	View chart
Citigroup Stock (C)	0.0	$2.1M	+37%	18k	113.41	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$2.1M	+171%	9.5k	217.25	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$2.0M	+23%	32k	64.06	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$2.0M	-5%	60k	33.53	View chart
Pjt Partners Inc Com Cl A Stock (PJT)	0.0	$2.0M		14k	139.72	View chart
General Dynamics Corp Stock (GD)	0.0	$2.0M	+3%	5.7k	345.81	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$1.9M	NEW	28k	68.47	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$1.9M		29k	64.77	View chart
Nutanix Inc Cl A Stock (NTNX)	0.0	$1.9M	+4%	49k	38.01	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$1.9M		19k	100.62	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$1.9M		16k	113.11	View chart
Ametek Stock (AME)	0.0	$1.8M	+2%	8.5k	214.36	View chart
Altria Group Stock (MO)	0.0	$1.8M	+17%	27k	65.99	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$1.8M	-26%	4.5k	390.39	View chart
Intercontinental Exchange Stock (ICE)	0.0	$1.7M		11k	157.28	View chart
Global X Defense Tech Etf Etf (SHLD)	0.0	$1.7M	NEW	25k	70.84	View chart
Crown Castle Reit (CCI)	0.0	$1.7M	-13%	21k	81.31	View chart
Medtronic Stock (MDT)	0.0	$1.7M	+66%	19k	86.65	View chart
Snap On Stock (SNA)	0.0	$1.7M		4.6k	363.22	View chart
Cummins Stock (CMI)	0.0	$1.6M	+6%	3.0k	537.98	View chart
Cvs Health Corp Stock (CVS)	0.0	$1.6M	+11%	22k	71.82	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$1.6M		32k	49.37	View chart
Chubb Ltd Switz Stock (CB)	0.0	$1.6M	+20%	4.8k	325.93	View chart
State Street Spdr Ice Preferred Securities Etf Etf (PSK)	0.0	$1.6M	+292%	51k	30.84	View chart
Intel Corp Stock (INTC)	0.0	$1.6M	+18%	35k	44.13	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 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
Crestwood Advisors Group 2022 Q3 filed Oct. 26, 2022
Crestwood Advisors Group 2022 Q2 filed July 7, 2022

View all past filings

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