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Ishares Tr Exponential Technologies Etf shares owned by Crestwood Advisors

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in Ishares Tr Exponential Technologies Etf

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

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Quarterly reported holdings in Ishares Tr Exponential Technologies Etf by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 3.5k 60.89

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Microsoft Corp Stock (MSFT)
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Fiserv Stock (FI)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Visa Inc Com Cl A Stock (V)
Danaher Corporation Stock (DHR)
Home Depot Stock (HD)
Booking Holdings Stock (BKNG)
Salesforce Stock (CRM)
Blackstone Stock (BX)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Crestwood Advisors

Top funds holding Ishares Tr Exponential Technologies Etf

Financial Engines Advisors L.L.C
Bank of America Corporation
LPL Financial
Alpha Financial Advisors
Morgan Stanley
Commonwealth Equity Services
New England Private Wealth Advisors
Stratos Wealth Advisors
Sweet Financial Partners
Fundamentun
AlphaCore Capital
Wells Fargo & Company
Mariner Wealth Advisors
Wealthcare Advisory Partners
Dynamic Advisors Solutions

View all funds holding Ishares Tr Exponential Technologies Etf