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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, NVDA, MSFT, and represent 20.94% of Crestwood Advisors Group's stock portfolio.
Added to shares of these 10 stocks: KLAC (+$98M), BKNG (+$48M), IVV (+$30M), HON (+$26M), HONA (+$25M), Exxon Mobil Corp (+$23M), EMXC (+$20M), TDG (+$17M), VO (+$15M), MU (+$15M).
Started 155 new stock positions in SPCX, RVTY, BF.B, MAN, COO, ADT, PRU, OKTA, WCC, CCL.
Reduced shares in these 10 stocks: Honeywell International (-$50M), AMAT (-$32M), , CME (-$19M), SHW (-$17M), IQV (-$13M), BRK.B (-$13M), TMO (-$11M), AMZN (-$11M), ACN (-$9.8M).
Sold out of its positions in SGOL, BABA, AROC, BIPC, CCC, CTRA, Carnival Corporation, CERT, CHTR, CRCL.
Crestwood Advisors Group was a net buyer of stock by $188M.
Crestwood Advisors Group has $6.7B in assets under management (AUM), dropping by 13.44%.
Central Index Key (CIK): 0001426853

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Portfolio Holdings for Crestwood Advisors Group

Crestwood Advisors Group holds 877 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Crestwood Advisors Group has 877 total positions. Only the first 250 positions are shown.

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Download the Crestwood Advisors Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.9	$396M		1.4M	289.36	View chart
Ishares Core S&p 500 Etf Etf (IVV)	5.3	$356M	+9%	475k	748.89	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.7	$251M	-3%	702k	357.37	View chart
Nvidia Corporation Stock (NVDA)	3.0	$205M		1.0M	200.09	View chart
Microsoft Corp Stock (MSFT)	3.0	$204M	+2%	548k	373.02	View chart
Amazon Stock (AMZN)	2.8	$187M	-5%	784k	238.34	View chart
Applied Matls Stock (AMAT)	2.6	$174M	-15%	240k	723.00	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	2.0	$138M	+5%	3.0M	46.25	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.8	$124M		352k	353.33	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.8	$120M	+5%	1.2M	98.98	View chart
Broadcom Stock (AVGO)	1.8	$119M		314k	377.75	View chart
Lam Research Corp Stock (LRCX)	1.7	$116M	-3%	268k	433.33	View chart
Kla Corp Stock (KLAC)	1.6	$110M	+791%	364k	301.71	View chart
Visa Inc Com Cl A Stock (V)	1.6	$110M		320k	343.09	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	1.5	$101M		1.7M	57.67	View chart
Jpmorgan Chase & Co Stock (JPM)	1.3	$90M	+2%	275k	327.33	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.3	$85M	-13%	170k	500.39	View chart
Gmo Us Quality Etf Etf (QLTY)	1.2	$82M	+11%	2.0M	41.62	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	1.2	$80M	+2%	3.5M	22.78	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	1.2	$80M	+2%	1.0M	78.03	View chart
Amphenol Corp Cl A Stock (APH)	1.1	$73M		416k	176.32	View chart
Quanta Svcs Stock (PWR)	1.1	$72M		100k	720.04	View chart
Hilton Worldwide Hldgs Stock (HLT)	1.0	$70M	-6%	213k	330.46	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$70M	-8%	124k	563.20	View chart
Johnson & Johnson Stock (JNJ)	1.0	$68M	+5%	269k	253.86	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.0	$67M	+41%	659k	102.30	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.0	$66M	+8%	617k	107.62	View chart
Costco Wholesale Corporation Stock (COST)	1.0	$66M	-4%	71k	935.46	View chart
Tjx Cos Stock (TJX)	1.0	$66M	-2%	437k	151.50	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.9	$58M		604k	96.58	View chart
Home Depot Stock (HD)	0.9	$58M	-3%	165k	352.68	View chart
Blackstone Stock (BX)	0.9	$58M		493k	117.67	View chart
Eli Lilly & Co Stock (LLY)	0.8	$53M	+25%	44k	1199.40	View chart
Booking Holdings Stock (BKNG)	0.8	$51M	+1560%	286k	178.25	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.7	$50M	+9%	67k	746.77	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$49M		71k	686.81	View chart
Qualcomm Stock (QCOM)	0.7	$47M		253k	184.79	View chart
Bank Of Amer Corp Stock (BAC)	0.7	$47M		817k	56.98	View chart
Danaher Corp Del Stock (DHR)	0.7	$45M	-17%	235k	190.48	View chart
Xylem Stock (XYL)	0.6	$43M	-9%	365k	118.21	View chart
Astrazeneca Plc Ord Adr (AZN)	0.6	$43M	-3%	224k	189.62	View chart
Mastercard Incorporated Cl A Stock (MA)	0.6	$42M	+15%	83k	513.60	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.6	$42M	-8%	397k	106.47	View chart
Kinder Morgan Inc Del Stock (KMI)	0.6	$41M		1.3M	31.97	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.6	$41M	+3%	527k	77.11	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.6	$40M	-3%	53.00	748850.00	View chart
United Rentals Stock (URI)	0.6	$40M		35k	1132.88	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.5	$37M	+11%	722k	51.29	View chart
Texas Instrs Stock (TXN)	0.5	$37M	-10%	124k	298.07	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$37M	+13%	50k	736.40	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$36M	-23%	72k	501.36	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.5	$35M	-2%	694k	50.58	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.5	$34M	+2%	303k	112.88	View chart
Abbvie Stock (ABBV)	0.5	$31M	+2%	123k	251.64	View chart
Mettler Toledo International Stock (MTD)	0.5	$30M		24k	1277.51	View chart
Us Bancorp Stock (USB)	0.4	$29M		476k	60.40	View chart
Nxp Semiconductors N V Stock (NXPI)	0.4	$27M		97k	281.03	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.4	$27M	+8%	302k	89.01	View chart
Oracle Corp Stock (ORCL)	0.4	$27M	-3%	183k	146.55	View chart
Pepsico Stock (PEP)	0.4	$26M	-3%	194k	135.40	View chart
Eog Res Stock (EOG)	0.4	$26M		202k	129.73	View chart
Honeywell Intl Stock (HON)	0.4	$26M	NEW	115k	223.86	View chart
Honeywell Aerospace Stock (HONA)	0.4	$25M	NEW	114k	221.14	View chart
Caterpillar Stock (CAT)	0.4	$25M	-3%	23k	1064.88	View chart
Manulife Finl Corp Stock (MFC)	0.3	$24M		580k	40.51	View chart
Palo Alto Networks Stock (PANW)	0.3	$23M	-4%	68k	341.02	View chart
Cisco Sys Stock (CSCO)	0.3	$23M		196k	117.46	View chart
Micron Technology Stock (MU)	0.3	$23M	+175%	20k	1154.20	View chart
Exxonmobil Holdings Corp Stock	0.3	$23M	NEW	168k	136.72	View chart
Procter & Gamble Stock (PG)	0.3	$23M	-3%	156k	146.64	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$23M	+46%	276k	82.84	View chart
S&p Global Stock (SPGI)	0.3	$23M	-14%	56k	407.26	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.3	$23M	-2%	139k	164.27	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.3	$21M	+297%	255k	80.57	View chart
Transdigm Group Stock (TDG)	0.3	$19M	+701%	15k	1332.01	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.3	$18M	-2%	41k	426.40	View chart
Goldman Sachs Group Stock (GS)	0.3	$18M	+5%	17k	1011.37	View chart
Sei Invts Stock (SEIC)	0.3	$17M		197k	87.71	View chart
Nextera Energy Stock (NEE)	0.2	$16M	+31%	184k	87.77	View chart
Williams Cos Stock (WMB)	0.2	$16M		214k	74.34	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.2	$16M	-3%	93k	166.67	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$15M		171k	90.46	View chart
Advanced Micro Devices Stock (AMD)	0.2	$15M	+65%	26k	580.88	View chart
Cme Group Stock (CME)	0.2	$15M	-55%	68k	220.83	View chart
Merck & Co Stock (MRK)	0.2	$15M		114k	128.50	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.2	$15M		48k	303.12	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$15M	-5%	98k	148.31	View chart
Analog Devices Stock (ADI)	0.2	$14M	-2%	36k	397.17	View chart
Tesla Stock (TSLA)	0.2	$14M	+38%	33k	420.60	View chart
Salesforce Stock (CRM)	0.2	$14M	-33%	86k	156.66	View chart
Chevron Corporation Stock (CVX)	0.2	$14M		82k	165.76	View chart
Ge Vernova Stock (GEV)	0.2	$14M	+27%	12k	1174.85	View chart
Stifel Finl Corp Stock (SF)	0.2	$13M		192k	69.77	View chart
Trane Technologies Stock (TT)	0.2	$13M		26k	491.16	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$12M		117k	103.88	View chart
Stryker Corporation Stock (SYK)	0.2	$12M	-11%	38k	314.88	View chart
Universal Display Corp Stock (OLED)	0.2	$12M	-8%	135k	86.59	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$12M		49k	236.62	View chart
Coca Cola Stock (KO)	0.2	$12M	-2%	143k	81.27	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.2	$12M		105k	110.15	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$11M	+3%	217k	51.05	View chart
Servicenow Stock (NOW)	0.2	$11M	-14%	109k	99.28	View chart
Walmart Stock (WMT)	0.2	$11M	+31%	95k	113.26	View chart
Stag Industrial Reit (STAG)	0.2	$11M	-3%	281k	38.06	View chart
Comfort Sys Usa Stock (FIX)	0.2	$11M	+106%	5.4k	1981.91	View chart
Vanguard Bd. Ind. Fds. - Long Term Bond Index Fund Etf (BLV)	0.2	$11M	+32%	154k	68.93	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$11M	-14%	115k	92.27	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.2	$11M	+8%	217k	48.25	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$10M	-8%	118k	87.88	View chart
Valero Energy Corp Stock (VLO)	0.2	$10M	+11%	40k	260.45	View chart
Jacobs Solutions Stock (J)	0.2	$10M	-2%	82k	126.00	View chart
Corning Stock (GLW)	0.1	$9.9M	-2%	39k	255.43	View chart
Church & Dwight Stock (CHD)	0.1	$9.8M	-3%	102k	96.88	View chart
International Business Machs Stock (IBM)	0.1	$9.7M		35k	281.21	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.1	$9.6M	+20%	119k	80.33	View chart
Rtx Corporation Stock (RTX)	0.1	$9.3M	+2%	49k	189.73	View chart
Intel Corp Stock (INTC)	0.1	$9.1M	+84%	65k	139.62	View chart
Keysight Technologies Stock (KEYS)	0.1	$8.6M		25k	350.06	View chart
Lazard Stock (LAZ)	0.1	$8.5M		202k	41.94	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$8.3M		158k	52.41	View chart
Akamai Technologies Stock (AKAM)	0.1	$8.2M		70k	118.21	View chart
Sherwin Williams Stock (SHW)	0.1	$8.2M	-67%	24k	344.33	View chart
Mcdonalds Corp Stock (MCD)	0.1	$8.0M	-7%	29k	270.32	View chart
Abbott Laboratories Stock (ABT)	0.1	$7.8M	-5%	86k	90.74	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.1	$7.6M		215k	35.22	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$7.5M		294k	25.52	View chart
Ares Capital Corp Cef (ARCC)	0.1	$7.4M	+4%	397k	18.53	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.1	$7.2M		20k	370.05	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.1	$7.1M	-5%	155k	45.80	View chart
Union Pac Corp Stock (UNP)	0.1	$7.0M	+6%	26k	272.00	View chart
Eaton Corp Stock (ETN)	0.1	$6.8M	+4%	16k	426.12	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.1	$6.8M		80k	85.66	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$6.8M		82k	83.07	View chart
Emerson Elec Stock (EMR)	0.1	$6.8M		47k	143.15	View chart
Independent Bk Corp Mass Stock (INDB)	0.1	$6.7M		81k	83.72	View chart
Parker-hannifin Corp Stock (PH)	0.1	$6.5M	+31%	6.6k	978.20	View chart
Cardinal Health Stock (CAH)	0.1	$6.3M	+93%	26k	237.56	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$6.2M	+302%	50k	124.17	View chart
Huntington Bancshares Stock (HBAN)	0.1	$6.0M		336k	17.73	View chart
Tapestry Stock (TPR)	0.1	$5.9M	+1567%	40k	146.38	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$5.8M	+10%	64k	90.60	View chart
Ge Aerospace Stock (GE)	0.1	$5.8M		16k	373.73	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.1	$5.8M	+63%	43k	134.69	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$5.5M		60k	91.64	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$5.5M	-8%	29k	190.52	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$5.4M	+23%	11k	477.56	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.1	$5.4M	+4%	15k	365.70	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.1	$5.4M		142k	37.94	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$5.4M	-3%	47k	114.18	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$5.2M	-3%	7.4k	703.35	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$5.2M	+10%	13k	409.50	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$5.2M	-7%	179k	28.96	View chart
Amgen Stock (AMGN)	0.1	$5.2M	-2%	14k	362.12	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$5.1M		17k	300.45	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$5.1M	-4%	206k	24.55	View chart
Philip Morris Intl Stock (PM)	0.1	$4.7M	+2%	26k	180.91	View chart
Wells Fargo & Co Stock (WFC)	0.1	$4.6M		55k	82.64	View chart
Disney Walt Stock (DIS)	0.1	$4.5M	+10%	47k	96.25	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$4.5M	+2%	25k	178.60	View chart
American Express Stock (AXP)	0.1	$4.5M		13k	338.25	View chart
Intuit Stock (INTU)	0.1	$4.5M	-56%	17k	261.02	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.1	$4.4M		42k	103.65	View chart
Entegris Stock (ENTG)	0.1	$4.3M		24k	179.86	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$4.3M		14k	299.01	View chart
Colgate Palmolive Stock (CL)	0.1	$4.2M	+8%	46k	91.68	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$4.1M	-4%	77k	53.11	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$4.1M	+18%	5.3k	763.21	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$4.1M		42k	96.45	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$4.0M	+5%	18k	219.42	View chart
Starbucks Corp Stock (SBUX)	0.1	$4.0M	-8%	39k	102.19	View chart
Morgan Stanley Stock (MS)	0.1	$3.9M		19k	209.04	View chart
Ecolab Stock (ECL)	0.1	$3.9M	-14%	14k	278.62	View chart
Invesco Global Listed Private Equity Etf Etf (PSP)	0.1	$3.9M		70k	55.70	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.1	$3.8M	+524%	44k	86.14	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$3.8M	+174%	3.9k	965.03	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$3.7M	-5%	64k	57.84	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.1	$3.7M	+7%	12k	306.30	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$3.6M		17k	217.93	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$3.6M	-7%	7.2k	496.75	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$3.5M		52k	67.56	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$3.5M	+341%	12k	302.97	View chart
State Str Corp Stock (STT)	0.1	$3.5M	-3%	21k	169.60	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$3.5M	-4%	19k	185.23	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$3.5M	+699%	29k	119.52	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$3.5M		62k	55.93	View chart
Roper Technologies Stock (ROP)	0.1	$3.4M	-41%	10k	338.38	View chart
Washington Tr Bancorp Stock (WASH)	0.1	$3.4M		94k	36.48	View chart
Unitedhealth Group Stock (UNH)	0.1	$3.4M	+49%	8.3k	415.65	View chart
Netflix Stock (NFLX)	0.1	$3.4M	-6%	47k	71.40	View chart
Information Svcs Group Stock (III)	0.0	$3.4M		819k	4.11	View chart
Ultragenyx Pharmaceutical Stock (RARE)	0.0	$3.3M		100k	33.39	View chart
Pfizer Stock (PFE)	0.0	$3.3M	-5%	138k	24.08	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$3.3M	-55%	65k	50.42	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$3.2M		64k	50.35	View chart
Spdr Nuveen Blmbg St Munbd Etf Etf (SHM)	0.0	$3.2M	-4%	67k	47.96	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$3.2M	+2%	14k	227.06	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$3.1M	+4%	9.1k	342.84	View chart
Fortive Corp Stock (FTV)	0.0	$3.1M	-9%	51k	61.09	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$3.1M	+2%	28k	109.77	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$3.1M		20k	154.30	View chart
Sandisk Corp Stock (SNDK)	0.0	$3.0M	+14%	1.3k	2274.16	View chart
At&t Stock (T)	0.0	$2.9M	+2%	142k	20.70	View chart
Citigroup Stock (C)	0.0	$2.8M	+9%	20k	139.96	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$2.8M	+30%	37k	76.11	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$2.8M	+4%	4.3k	640.72	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$2.8M	-77%	22k	124.44	View chart
Alps/smith Core Plus Bond Etf Etf (SMTH)	0.0	$2.8M	+17%	107k	25.74	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$2.7M	-5%	17k	158.66	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$2.7M		23k	116.67	View chart
American Tower Corp Reit (AMT)	0.0	$2.7M	-10%	16k	163.57	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$2.7M	-3%	5.2k	509.49	View chart
Deere & Co Stock (DE)	0.0	$2.6M	+3%	4.2k	634.29	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.0	$2.6M	-6%	42k	62.21	View chart
Gilead Sciences Stock (GILD)	0.0	$2.6M	+4%	21k	126.34	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$2.6M	-16%	145k	18.08	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$2.6M		14k	190.19	View chart
Linde Stock (LIN)	0.0	$2.6M	+12%	5.0k	518.97	View chart
Digital Rlty Tr Reit (DLR)	0.0	$2.5M		14k	178.61	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$2.5M	-2%	27k	90.10	View chart
Western Digital Corp Stock (WDC)	0.0	$2.5M	-64%	3.9k	638.68	View chart
Nutanix Inc Cl A Stock (NTNX)	0.0	$2.5M	-2%	48k	50.96	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$2.4M	+12%	1.2k	1989.61	View chart
Cvs Health Corp Stock (CVS)	0.0	$2.4M	+4%	23k	103.45	View chart
General Dynamics Corp Stock (GD)	0.0	$2.4M	+18%	6.7k	357.08	View chart
Iqvia Hldgs Stock (IQV)	0.0	$2.3M	-84%	12k	193.22	View chart
Spdr Gold Shares Etf (GLD)	0.0	$2.3M	-5%	6.3k	368.39	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$2.3M		32k	71.25	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$2.3M		17k	137.53	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.0	$2.3M		9.4k	242.99	View chart
Cummins Stock (CMI)	0.0	$2.3M	+5%	3.2k	713.23	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$2.2M	-8%	6.6k	331.67	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$2.2M	+9%	5.1k	431.42	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$2.2M		19k	117.50	View chart
Arcbest Corp Stock (ARCB)	0.0	$2.2M		15k	143.54	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$2.2M	+2%	28k	77.92	View chart
Pjt Partners Inc Com Cl A Stock (PJT)	0.0	$2.2M		14k	150.94	View chart
Altria Group Stock (MO)	0.0	$2.1M	+10%	30k	71.95	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$2.1M	+6%	64k	33.47	View chart
Intuitive Surgical Stock (ISRG)	0.0	$2.1M	-9%	5.3k	397.69	View chart
Ametek Stock (AME)	0.0	$2.1M	+2%	8.7k	241.94	View chart
Motorola Solutions Stock (MSI)	0.0	$2.1M	-6%	5.1k	415.32	View chart
Snap On Stock (SNA)	0.0	$2.1M	+12%	5.1k	402.40	View chart
Arista Networks Stock (ANET)	0.0	$2.1M	+5%	12k	169.88	View chart
Blackrock Stock (BLK)	0.0	$2.0M	-16%	2.1k	961.57	View chart
Target Corp Stock (TGT)	0.0	$2.0M	-10%	15k	130.61	View chart
Gartner Stock (IT)	0.0	$2.0M		15k	129.62	View chart
Klaviyo Inc Com Ser A Stock (KVYO)	0.0	$1.9M		128k	15.10	View chart
Avnet Stock (AVT)	0.0	$1.9M	+4%	22k	88.82	View chart
Chubb Stock (CB)	0.0	$1.9M	+15%	5.6k	340.74	View chart
Lowes Cos Stock (LOW)	0.0	$1.9M	-25%	8.6k	220.50	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 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
Crestwood Advisors Group 2022 Q3 filed Oct. 26, 2022

View all past filings

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