Crestwood Advisors »

Alps Etf Tr shares owned by Crestwood Advisors

Quarter-by-quarter ownership of Alps Etf Tr (SMTH) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Alps Etf Tr by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 48k 26.16
2025-06-30 $320k 12k 25.85

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p 500 Etf Etf (IVV)
Nvidia Corporation Stock (NVDA)
Meta Platforms Inc Cl A Stock (META)
Visa Inc Com Cl A Stock (V)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Booking Holdings Stock (BKNG)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Blackstone Stock (BX)
Fiserv Stock (FI)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Crestwood Advisors

Top funds holding Alps Etf Tr

Wealth Enhancement Advisory Services
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Shufro Rose & Co
Fundamentun
Bank of New York Mellon
Lineweaver Wealth Advisors
Level Four Advisory Services
Hamilton Wealth
Traction Financial Partners
Principle Wealth Partners
Thrivent Financial for Lutherans
Adapt Wealth Advisors
Advisory Resource Group
Prasad Wealth Partners
Guardian Financial Partners

View all funds holding Alps Etf Tr