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 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.9 $188M 1.5M 122.15
Microsoft Corp Stock (MSFT) 4.8 $153M +2% 649k 235.77
Ishares National Muni Bond Etf Etf (MUB) 2.9 $94M 806k 116.05
Ishares Core Msci Eafe Etf Etf (IEFA) 2.6 $83M +42% 1.1M 72.05
Visa Inc Com Cl A Stock (V) 2.6 $82M +2% 386k 211.73
Accenture Plc Ireland Shs Class A Stock (ACN) 2.3 $72M +3% 260k 276.25
Amazon Stock (AMZN) 2.2 $71M 23k 3094.08
Johnson & Johnson Stock (JNJ) 2.2 $69M 417k 164.35
Home Depot Stock (HD) 1.9 $62M +3% 203k 305.25
Bk Of America Corp Stock (BAC) 1.9 $60M -9% 1.6M 38.69
Blackstone Group Stock (BX) 1.9 $60M 807k 74.53
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.8 $56M 220k 255.48
State Str Corp Stock (STT) 1.7 $55M 655k 84.01
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.7 $53M +2% 26k 2062.53
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.6 $51M 25k 2068.63
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 1.6 $50M +7% 1.2M 42.27
Spdr S&p 600 Small Cap Etf Etf (SLY) 1.5 $49M -2% 517k 93.98
Sherwin Williams Stock (SHW) 1.5 $49M +3% 66k 738.04
Disney Walt Stock (DIS) 1.5 $48M +11% 261k 184.52
Tjx Cos Stock (TJX) 1.5 $47M +5% 709k 66.15
Adobe Systems Incorporated Stock (ADBE) 1.5 $46M +11% 98k 475.37
Cisco Sys Stock (CSCO) 1.4 $44M +4% 846k 51.71
Stryker Corporation Stock (SYK) 1.3 $42M +3% 171k 243.58
Medtronic Stock (MDT) 1.3 $41M +3% 349k 118.13
Jpmorgan Chase & Co Stock (JPM) 1.3 $40M -2% 265k 152.23
Spdr S&p 500 Etf Etf (SPY) 1.2 $40M -5% 100k 396.34
Danaher Corporation Stock (DHR) 1.2 $39M 175k 225.08
Lockheed Martin Corp Stock (LMT) 1.2 $39M -5% 105k 369.50
Ishares S&p Small-cap Fund Etf (IJR) 1.2 $38M 351k 108.53
Crown Castle Intl Corp Reit (CCI) 1.2 $38M 220k 172.13
Facebook Inc Cl A Stock (FB) 1.2 $37M 126k 294.53
Mccormick & Co Inc Com Non Vtg Stock (MKC) 1.1 $36M 408k 89.16
Ishares Msci Eafe Etf Etf (EFA) 1.1 $36M -2% 473k 75.87
Constellation Brands Inc Cl A Stock (STZ) 1.1 $35M +5% 152k 228.01
Xylem Stock (XYL) 1.1 $34M +8% 327k 105.18
Resmed Stock (RMD) 1.1 $34M -12% 175k 194.00
S&p Global Stock (SPGI) 1.1 $34M NEW 95k 352.87
Booking Holdings Stock (BKNG) 1.0 $32M +6% 14k 2329.84
Zoetis Inc Cl A Stock (ZTS) 1.0 $32M +3% 201k 157.48
Fortive Corp Stock (FTV) 1.0 $32M 449k 70.64
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.9 $29M 425k 69.19
Costco Whsl Corp Stock (COST) 0.9 $29M 82k 352.48
Cvs Health Corp Stock (CVS) 0.9 $29M +6% 381k 75.23
Black Knight Stock (BKI) 0.9 $29M +3% 386k 73.99
Fiserv Stock (FISV) 0.9 $28M 232k 119.04
Honeywell Intl Stock (HON) 0.9 $28M +2% 127k 217.07
Schwab Charles Corp Stock (SCHW) 0.9 $27M +3% 419k 65.18
Sensata Technologies Hldg Stock (ST) 0.8 $26M -12% 445k 57.95
Amphenol Corp New Cl A Stock (APH) 0.7 $23M +100% 353k 65.97
Travelers Companies Stock (TRV) 0.7 $23M +5% 153k 150.41
Marsh & Mclennan Cos Stock (MMC) 0.7 $23M 187k 121.80
Procter And Gamble Stock (PG) 0.7 $23M 167k 135.43
The Trade Desk Inc Com Cl A Stock (TTD) 0.7 $21M 32k 651.66
Ishares Nasdaq Biotechnology Index Fund Etf (IBB) 0.7 $21M -38% 138k 150.55
Colgate Palmolive Stock (CL) 0.6 $21M 262k 78.83
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.6 $18M +4% 199k 91.60
Sei Invts Stock (SEIC) 0.6 $18M 300k 60.93
Syneos Health Inc Cl A Stock (SYNH) 0.6 $18M NEW 240k 75.85
Hilton Worldwide Hldgs Stock (HLT) 0.6 $18M NEW 146k 120.92
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.5 $17M -4% 327k 51.29
Merck & Co Stock (MRK) 0.5 $16M 213k 77.09
United Rentals Stock (URI) 0.5 $16M 48k 329.32
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.5 $15M -2% 40.00 385700.00
Vanguard Real Estate Etf Etf (VNQ) 0.5 $15M -4% 166k 91.87
Paypal Hldgs Stock (PYPL) 0.5 $15M 61k 242.83
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.4 $14M -2% 88k 160.86
Abbott Labs Stock (ABT) 0.4 $14M 116k 119.84
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $13M +3% 33k 397.83
Mastercard Incorporated Cl A Stock (MA) 0.4 $13M 36k 356.05
Invesco Qqq Trust Etf (QQQ) 0.4 $12M -2% 38k 319.13
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.4 $12M +76% 260k 45.74
Chevron Corp Stock (CVX) 0.4 $12M +2% 110k 104.79
Williams Cos Stock (WMB) 0.4 $11M 470k 23.69
Vanguard S&p 500 Etf Etf (VOO) 0.3 $11M 30k 364.31
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond Etf Etf (SHM) 0.3 $11M -4% 218k 49.56
Spdr Nuveen Bloomberg Barclays Municipal Bond Etf Etf (TFI) 0.3 $11M -11% 207k 51.66
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.3 $10M 89k 113.83
Capital One Finl Corp Stock (COF) 0.3 $9.5M 75k 127.23
Jpmorgan Diversified Return International Equity Etf Etf (JPIN) 0.3 $8.9M -71% 147k 61.00
Coca Cola Stock (KO) 0.3 $8.7M 165k 52.71
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.3 $8.5M +18% 164k 52.05
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $8.2M +5% 128k 64.36
Starbucks Corp Stock (SBUX) 0.2 $7.6M 70k 109.26
Shopify Inc Cl A Stock (SHOP) 0.2 $7.4M 6.7k 1106.52
Texas Instrs Stock (TXN) 0.2 $7.1M 38k 189.00
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.2 $7.0M +2% 48k 147.07
Lilly Eli & Co Stock (LLY) 0.2 $6.9M 37k 186.83
Mcdonalds Corp Stock (MCD) 0.2 $6.4M +3% 28k 224.14
Nike Inc Cl B Stock (NKE) 0.2 $6.3M 47k 132.88
Vanguard Small-cap Index Fund Etf (VB) 0.2 $6.2M +5% 29k 214.07
Vanguard Mid-cap Index Fund Etf (VO) 0.2 $6.1M +5% 28k 221.36
Verizon Communications Stock (VZ) 0.2 $5.6M -11% 96k 58.15
Philip Morris Intl Stock (PM) 0.2 $5.5M -11% 62k 88.74
American Tower Corp Reit (AMT) 0.2 $5.5M 23k 239.06
Servicenow Stock (NOW) 0.2 $5.4M 11k 500.14
Raytheon Technologies Corp Stock (RTX) 0.2 $5.1M -17% 66k 77.27
Pepsico Stock (PEP) 0.1 $4.7M -85% 33k 141.46
Analog Devices Stock (ADI) 0.1 $4.7M 30k 155.07
Lululemon Athletica Stock (LULU) 0.1 $4.6M 15k 306.70
Caterpillar Stock (CAT) 0.1 $4.6M 20k 231.89
Cbre Group Inc Cl A Stock (CBRE) 0.1 $3.8M 48k 79.10
Exxon Mobil Corp Stock (XOM) 0.1 $3.4M 62k 55.83
Emerson Elec Stock (EMR) 0.1 $3.4M 38k 90.23
Ultragenyx Pharmaceutical Stock (RARE) 0.1 $3.4M -3% 30k 113.85
Ishares Morningstar Us Equity Etf Etf (ILCB) 0.1 $3.3M -5% 15k 224.24
Ishares S&p Midcap Fund Etf (IJH) 0.1 $3.2M 12k 260.28
Morgan Stanley Stock (MS) 0.1 $3.1M +218% 39k 77.66
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $3.1M -5% 13k 243.07
Vanguard Short-term Bond Index Fund Etf (BSV) 0.1 $3.0M -19% 36k 82.18
International Business Machs Stock (IBM) 0.1 $2.8M 21k 133.27
Tesla Stock (TSLA) 0.1 $2.8M +10% 4.2k 668.03
Wells Fargo Stock (WFC) 0.1 $2.6M -2% 67k 39.07
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $2.5M 47k 53.34
Boston Scientific Corp Stock (BSX) 0.1 $2.4M 62k 38.66
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $2.4M +4% 61k 38.54
Goldman Sachs Innovate Equity Etf Etf (GINN) 0.1 $2.3M 40k 57.21
Oracle Corp Stock (ORCL) 0.1 $2.2M -78% 31k 70.16
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $2.0M -12% 37k 54.68
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $1.9M 15k 128.22
Spdr Gold Shares Etf (GLD) 0.1 $1.8M -83% 12k 159.94
At&t Stock (T) 0.1 $1.7M -15% 58k 30.27
Intel Corp Stock (INTC) 0.1 $1.7M -6% 27k 63.98
Spdr S&p Biotech Etf Etf (XBI) 0.1 $1.7M +29% 13k 135.66
Hexcel Corp Stock (HXL) 0.1 $1.7M 30k 56.00
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.7M 21k 78.39
Kimberly-clark Corp Stock (KMB) 0.1 $1.6M 12k 139.04
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $1.6M +2% 27k 58.16
Macquarie Infrastructure Corp Stock (MIC) 0.0 $1.6M 49k 31.81
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $1.5M NEW 28k 54.64
Carrier Global Corporation Stock (CARR) 0.0 $1.4M -51% 34k 42.22
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.0 $1.4M +3% 31k 44.32
Thermo Fisher Scientific Stock (TMO) 0.0 $1.4M -4% 3.0k 456.38
Us Bancorp Del Stock (USB) 0.0 $1.3M 24k 55.31
American Elec Pwr Stock (AEP) 0.0 $1.3M 15k 84.69
Stanley Black & Decker Stock (SWK) 0.0 $1.3M 6.4k 199.63
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $1.3M -4% 4.2k 300.71
Pfizer Stock (PFE) 0.0 $1.3M +6% 35k 36.23
Altria Group Stock (MO) 0.0 $1.2M -4% 24k 51.17
Penn Natl Gaming Stock (PENN) 0.0 $1.2M -47% 11k 104.86
Abbvie Stock (ABBV) 0.0 $1.2M -4% 11k 108.21
Editas Medicine Stock (EDIT) 0.0 $1.2M 28k 42.01
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $1.1M -5% 12k 96.74
Pioneer Nat Res Stock (PXD) 0.0 $1.1M 7.1k 158.78
Ishares Russell 2000 Etf Etf (IWM) 0.0 $1.1M +29% 5.0k 220.95
Norfolk Southn Corp Stock (NSC) 0.0 $1.1M -2% 4.1k 268.51
Brookfield Renewable Partners Partnership Unit Stock (BEP) 0.0 $1.1M +9% 25k 42.60
Teladoc Health Stock (TDOC) 0.0 $1.1M -3% 5.9k 181.71
Arcbest Corp Stock (ARCB) 0.0 $1.1M 15k 70.40
Lowes Cos Stock (LOW) 0.0 $1.0M 5.5k 190.20
American Express Stock (AXP) 0.0 $1.0M 7.4k 141.46
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $1.0M +4% 16k 65.10
Amgen Stock (AMGN) 0.0 $1.0M -12% 4.1k 248.72
Nvidia Corporation Stock (NVDA) 0.0 $984k +7% 1.8k 533.91
Lennar Corp Cl A Stock (LEN) 0.0 $962k 9.5k 101.24
Pjt Partners Inc Com Cl A Stock (PJT) 0.0 $950k 14k 67.68
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $910k 16k 58.50
Xpo Logistics Stock (XPO) 0.0 $893k 7.2k 123.34
Illinois Tool Wks Stock (ITW) 0.0 $853k +76% 3.9k 221.50
Avnet Stock (AVT) 0.0 $817k 20k 41.48
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.0 $805k -4% 2.9k 274.65
Eog Res Stock (EOG) 0.0 $783k +6% 11k 72.57
Duke Energy Corp Stock (DUK) 0.0 $782k +16% 8.1k 96.48
Salesforce Stock (CRM) 0.0 $767k -2% 3.6k 211.82
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.0 $765k 3.6k 214.59
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.0 $758k -19% 21k 36.21
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $738k -11% 5.7k 129.95
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $735k 2.1k 358.54
Otis Worldwide Corp Stock (OTIS) 0.0 $729k -63% 11k 68.48
Eversource Energy Stock (ES) 0.0 $720k 8.3k 86.61
General Electric Stock (GE) 0.0 $704k -4% 54k 13.13
Vanguard Growth Index Fund Etf (VUG) 0.0 $695k -11% 2.7k 257.03
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $692k -17% 4.6k 151.56
Ishares Russell 1000 Etf Etf (IWB) 0.0 $681k +3% 3.0k 223.72
Netflix Stock (NFLX) 0.0 $666k -2% 1.3k 521.53
Natural Grocers By Vitamin Cot Stock (NGVC) 0.0 $666k 38k 17.54
3M Company Stock (MMM) 0.0 $645k +5% 3.3k 192.83
Walmart Stock (WMT) 0.0 $644k -8% 4.7k 135.87
Canadian Imp Bk Comm Stock (CM) 0.0 $638k -7% 6.5k 97.81
General Dynamics Corp Stock (GD) 0.0 $638k +2% 3.5k 181.46
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $638k 4.8k 132.86
Nextera Energy Stock (NEE) 0.0 $634k 8.4k 75.66
Weyerhaeuser Co Mtn Be Reit (WY) 0.0 $598k 17k 35.58
Ball Corp Stock (BLL) 0.0 $594k 7.0k 84.74
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $593k -20% 5.5k 107.76
Information Svcs Group Stock (III) 0.0 $572k NEW 130k 4.40
Wp Carey Reit (WPC) 0.0 $566k -8% 8.0k 70.71
Boeing Stock (BA) 0.0 $564k -18% 2.2k 254.74
Union Pac Corp Stock (UNP) 0.0 $563k -10% 2.6k 220.44
Comcast Corp New Cl A Stock (CMCSA) 0.0 $552k -7% 10k 54.09
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $550k -47% 6.4k 86.18
Schwab International Equity Etf Etf (SCHF) 0.0 $543k 14k 37.64
Vanguard Total Stock Market Index Fund Etf (VTI) 0.0 $537k +101% 2.6k 206.70
Docusign Stock (DOCU) 0.0 $533k +15% 2.6k 202.43
Peoples United Financial Stock (PBCT) 0.0 $508k -9% 28k 17.88
Yum Brands Stock (YUM) 0.0 $492k 4.5k 108.20
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $445k +34% 4.0k 112.52
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.0 $429k -3% 5.2k 82.52
Ametek Stock (AME) 0.0 $416k -21% 3.3k 127.76
Cambridge Bancorp Stock (CATC) 0.0 $416k 4.9k 84.35
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 0.0 $400k NEW 4.5k 88.69
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.0 $397k NEW 6.5k 61.55
Bristol-myers Squibb Stock (BMY) 0.0 $392k -19% 6.2k 63.05
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.0 $373k 4.9k 76.28
Unitedhealth Group Stock (UNH) 0.0 $359k NEW 964.00 372.41
Ishares New York Muni Bond Etf Etf (NYF) 0.0 $355k 6.2k 57.71
Hill Rom Hldgs Stock (HRC) 0.0 $354k 3.2k 110.62
Brookfield Renewable Corp Cl A Sub Vtg Stock (BEPC) 0.0 $353k 7.5k 46.85
Broadcom Stock (AVGO) 0.0 $339k +38% 732.00 463.11
American Wtr Wks Stock (AWK) 0.0 $339k +45% 2.3k 150.00
Motorola Solutions Stock (MSI) 0.0 $336k +3% 1.8k 187.92
Vanguard Financials Index Fund Etf (VFH) 0.0 $336k -5% 4.0k 84.40
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $325k NEW 683.00 475.84
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $321k +4% 9.4k 34.03
Automatic Data Processing Stock (ADP) 0.0 $321k +5% 1.7k 188.38
Ansys Stock (ANSS) 0.0 $318k -17% 937.00 339.38
Ishares Msci Usa Esg Select Etf Etf (SUSA) 0.0 $305k 3.5k 87.90
Cimpress Plc Shs Euro Stock (CMPR) 0.0 $300k 3.0k 100.20
Blackrock Stock (BLK) 0.0 $296k -5% 393.00 753.18
United Parcel Service Inc Cl B Stock (UPS) 0.0 $291k -2% 1.7k 170.08
Vanguard Health Care Index Fund Etf (VHT) 0.0 $291k 1.3k 228.77
Markel Corp Stock (MKL) 0.0 $285k 250.00 1140.00
General Mls Stock (GIS) 0.0 $281k -3% 4.6k 61.35
Intuitive Surgical Stock (ISRG) 0.0 $279k 378.00 738.10
Sempra Energy Stock (SRE) 0.0 $279k 2.1k 132.48
Draftkings Inc Com Cl A Stock (DKNG) 0.0 $276k +4% 4.5k 61.33
Northrop Grumman Corp Stock (NOC) 0.0 $270k -4% 834.00 323.74
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $268k NEW 1.9k 141.42
Umh Pptys Reit (UMH) 0.0 $266k 14k 19.14
Nutanix Inc Cl A Stock (NTNX) 0.0 $266k 10k 26.60
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $266k 8.4k 31.84
Chewy Inc Cl A Stock (CHWY) 0.0 $264k 3.1k 84.70
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $259k -46% 5.3k 49.16
Vanguard High Dividend Yield Etf Etf (VYM) 0.0 $258k 2.6k 101.18
Activision Blizzard Stock (ATVI) 0.0 $256k -5% 2.8k 92.99
Iovance Biotherapeutics Stock (IOVA) 0.0 $253k -23% 8.0k 31.62
Invesco Water Resources Etf Etf (PHO) 0.0 $252k 5.1k 49.46
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $252k NEW 2.7k 93.20
Bank Hawaii Corp Stock (BOH) 0.0 $251k 2.8k 89.58
Flexshares Quality Dividend Index Fund Etf (QDF) 0.0 $246k NEW 4.6k 53.22
Oreilly Automotive Stock (ORLY) 0.0 $242k -24% 478.00 506.28
Ecolab Stock (ECL) 0.0 $238k -4% 1.1k 214.22
Stag Indl Reit (STAG) 0.0 $236k 7.0k 33.63
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.0 $234k -6% 4.3k 53.88
Okta Inc Cl A Stock (OKTA) 0.0 $232k 1.1k 220.53
Square Inc Cl A Stock (SQ) 0.0 $221k 972.00 227.37
Fidelity National Financial In Fnf Group Stock (FNF) 0.0 $220k -19% 5.4k 40.75
Lam Research Corp Stock (LRCX) 0.0 $219k NEW 368.00 595.11
Yum China Hldgs Stock (YUMC) 0.0 $217k 3.7k 59.29
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $214k -12% 2.0k 109.52
Lendingtree Stock (TREE) 0.0 $213k 1.0k 213.00
Vontier Corporation Stock (VNT) 0.0 $207k -65% 6.9k 30.22
Snowflake Inc Cl A Stock (SNOW) 0.0 $207k +9% 905.00 228.73
Ishares California Muni Bond Etf Etf (CMF) 0.0 $204k 3.3k 62.18
Broadstone Net Lease Reit (BNL) 0.0 $184k NEW 10k 18.33
Compugen Ltd Ord Stock (CGEN) 0.0 $172k +26% 20k 8.61
Ford Mtr Co Del Stock (F) 0.0 $130k +3% 11k 12.25
Agenus Stock (AGEN) 0.0 $113k +9% 42k 2.71
Isoray Stock (ISR) 0.0 $60k 55k 1.09
Zillow Group Convertible 0.0 $50k 30k 1.67
Daktari Stock (DAKT) 0.0 $41k 41k 1.00
Qudian Adr (QD) 0.0 $27k -45% 12k 2.24
Palatin Technologies Inc Com Par $ .01 Stock (PTN) 0.0 $14k -20% 20k 0.70

Past Filings by Crestwood Advisors Group

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

View all past filings