Crestwood Advisors Group, LLC Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$3.0B
Holdings
258
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (258 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $235.1M |
MSFTMICROSOFT CORP COM | $182.8M |
VVISA INC COM CL A | $78.1M |
FISVFISERV INC COM | $75.0M |
AMZNAMAZON COM INC COM | $72.6M |
JNJJOHNSON & JOHNSON COM | $70.5M |
HDHOME DEPOT INC COM | $70.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $67.1M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $66.5M |
HONHONEYWELL INTL INC COM | $66.4M |
DHRDANAHER CORPORATION COM | $64.6M |
BXBLACKSTONE INC COM | $63.0M |
GOOGLALPHABET INC CAP STK CL A | $62.0M |
MUBISHARES NATIONAL MUNI BOND ETF | $61.9M |
COSTCOSTCO WHSL CORP NEW COM | $54.0M |
TJXTJX COS INC NEW COM | $52.7M |
GOOGALPHABET INC CAP STK CL C | $44.7M |
BACBANK AMERICA CORP COM | $44.2M |
ADBEADOBE SYSTEMS INCORPORATED COM | $43.8M |
SYKSTRYKER CORPORATION COM | $40.3M |
AMATAPPLIED MATLS INC COM | $40.1M |
BKNGBOOKING HOLDINGS INC COM | $39.8M |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $39.1M |
SHWSHERWIN WILLIAMS CO COM | $37.1M |
XYLXYLEM INC COM | $36.5M |
SLYSPDR S&P 600 SMALL CAP ETF | $35.4M |
SCHWSCHWAB CHARLES CORP COM | $35.2M |
ZTSZOETIS INC CL A | $35.0M |
AQLTISHARES CORE MSCI EAFE ETF | $34.0M |
HLTHILTON WORLDWIDE HLDGS INC COM | $33.8M |
8CWCROWN CASTLE INC COM | $33.7M |
FTVFORTIVE CORP COM | $33.7M |
MCXMCCORMICK & CO INC COM NON VTG | $33.5M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $33.3M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $32.4M |
CRMSALESFORCE INC COM | $30.0M |
STZCONSTELLATION BRANDS INC CL A | $30.0M |
RMERESMED INC COM | $29.9M |
MRSHMARSH & MCLENNAN COS INC COM | $29.2M |
JPMJPMORGAN CHASE & CO COM | $28.0M |
AQLTISHARES U.S. TREASURY BOND ETF | $27.4M |
APHAMPHENOL CORP NEW CL A | $27.0M |
SPYSPDR S&P 500 ETF TRUST | $26.5M |
SPGIS&P GLOBAL INC COM | $24.8M |
PGPROCTER AND GAMBLE CO COM | $24.4M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $23.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $23.7M |
XLEENERGY SELECT SECTOR SPDR FUND | $20.5M |
STSENSATA TECHNOLOGIES HLDG PLC SHS | $20.4M |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $19.8M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $18.9M |
VNQVANGUARD REAL ESTATE ETF | $18.9M |
MRKMERCK & CO INC COM | $17.6M |
IJRISHARES CORE S&P SMALL CAP ETF | $16.9M |
URIUNITED RENTALS INC COM | $16.2M |
DISDISNEY WALT CO COM | $15.9M |
CVSCVS HEALTH CORP COM | $15.9M |
IVVISHARES CORE S&P 500 ETF | $15.4M |
METAMETA PLATFORMS INC CL A | $15.3M |
CVXCHEVRON CORP NEW COM | $14.8M |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $14.1M |
WMBWILLIAMS COS INC COM | $14.1M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $13.7M |
SEICSEI INVTS CO COM | $12.9M |
TTDTHE TRADE DESK INC COM CL A | $12.3M |
DWDMORGAN STANLEY COM NEW | $12.0M |
VOOVANGUARD S&P 500 ETF | $12.0M |
ABTABBOTT LABS COM | $11.3M |
EFAISHARES MSCI EAFE ETF | $10.6M |
LLYLILLY ELI & CO COM | $10.1M |
KOCOCA COLA CO COM | $9.9M |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $8.1M |
MCDMCDONALDS CORP COM | $7.5M |
XOMEXXON MOBIL CORP COM | $7.3M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $7.0M |
MAMASTERCARD INCORPORATED CL A | $6.9M |
TXNTEXAS INSTRS INC COM | $6.8M |
BSVVANGUARD SHORT-TERM BOND ETF | $6.4M |
SBUXSTARBUCKS CORP COM | $6.1M |
ADIANALOG DEVICES INC COM | $6.1M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $5.8M |
STTSTATE STR CORP COM | $5.7M |
VOVANGUARD MID-CAP ETF | $5.7M |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $5.3M |
NKENIKE INC CL B | $5.3M |
VBVANGUARD SMALL-CAP ETF | $5.2M |
NOWSERVICENOW INC COM | $5.0M |
TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF | $4.5M |
NDQINVESCO QQQ TRUST | $4.4M |
IIIINFORMATION SVCS GROUP INC COM | $4.2M |
AMTAMERICAN TOWER CORP NEW COM | $4.2M |
CATCATERPILLAR INC COM | $4.0M |
PXDEURPIONEER NAT RES CO COM | $3.6M |
ORCLORACLE CORP COM | $3.4M |
EMREMERSON ELEC CO COM | $3.3M |
CBRECBRE GROUP INC CL A | $3.3M |
PEPPEPSICO INC COM | $3.2M |
ILCBISHARES MORNINGSTAR U.S. EQUITY ETF | $3.1M |
IBBISHARES BIOTECHNOLOGY ETF | $3.0M |
SHMSPDR NUVEEN BLMBG ST MUNBD ETF | $3.0M |
Page 1 of 3Next