Crestwood Advisors Group, LLC Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$5.3B

Holdings

495

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (495 positions)

StockValue
AAPLAPPLE INC COM
$329.1B
MSFTMICROSOFT CORP COM
$209.9B
AMZNAMAZON COM INC COM
$180.2B
FISVFISERV INC COM
$144.7B
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$137.9B
GOOGLALPHABET INC CAP STK CL A
$123.6B
VVISA INC COM CL A
$120.5B
METAMETA PLATFORMS INC CL A
$110.9B
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$100.9B
BKNGBOOKING HOLDINGS INC COM
$92.3B
CRMSALESFORCE INC COM
$80.4B
AQLTISHARES U.S. TREASURY BOND ETF
$77.8B
HONHONEYWELL INTL INC COM
$74.7B
MUBISHARES NATIONAL MUNI BOND ETF
$73.3B
COSTCOSTCO WHSL CORP NEW COM
$72.4B
BXBLACKSTONE INC COM
$70.9B
HDHOME DEPOT INC COM
$69.5B
IVVISHARES CORE S&P 500 ETF
$67.8B
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$66.0B
DHRDANAHER CORPORATION COM
$65.8B
VTEBVANGUARD TAX-EXEMPT BOND ETF
$65.0B
ACNACCENTURE PLC IRELAND SHS CLASS A
$64.9B
JMEEJPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
$63.6B
JNJJOHNSON & JOHNSON COM
$62.7B
JPMJPMORGAN CHASE & CO. COM
$61.7B
HLTHILTON WORLDWIDE HLDGS INC COM
$60.9B
TJXTJX COS INC NEW COM
$60.7B
GOOGALPHABET INC CAP STK CL C
$57.0B
TMOTHERMO FISHER SCIENTIFIC INC COM
$56.1B
XYLXYLEM INC COM
$55.9B
ADBEADOBE INC COM
$55.9B
NVDANVIDIA CORPORATION COM
$53.5B
ROPROPER TECHNOLOGIES INC COM
$53.0B
AMATAPPLIED MATLS INC COM
$50.9B
SCHWSCHWAB CHARLES CORP COM
$50.2B
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$49.7B
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$44.7B
VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF
$42.4B
SPGIS&P GLOBAL INC COM
$40.7B
MCXMCCORMICK & CO INC COM NON VTG
$40.1B
QCOMQUALCOMM INC COM
$37.6B
KLACKLA CORP COM NEW
$35.8B
ZTSZOETIS INC CL A
$35.5B
KMIKINDER MORGAN INC DEL COM
$35.1B
KVUEKENVUE INC COM
$35.0B
MAMASTERCARD INCORPORATED CL A
$34.0B
QLTYGMO U.S. QUALITY ETF SHS
$32.7B
AVGOBROADCOM INC COM
$32.7B
CMECME GROUP INC COM
$32.4B
SPYSPDR S&P 500 ETF TRUST
$32.3B
AZNASTRAZENECA PLC SPONSORED ADR
$31.8B
AQLTISHARES CORE MSCI EAFE ETF
$31.7B
SHWSHERWIN WILLIAMS CO COM
$30.6B
LLYELI LILLY & CO COM
$30.5B
APHAMPHENOL CORP NEW CL A
$29.1B
VOOVANGUARD S&P 500 ETF
$29.1B
MTDMETTLER TOLEDO INTERNATIONAL COM
$28.8B
XLEENERGY SELECT SECTOR SPDR FUND
$27.7B
XMHQINVESCO S&P MIDCAP QUALITY ETF
$27.2B
PGPROCTER AND GAMBLE CO COM
$26.9B
PWRQUANTA SVCS INC COM
$26.2B
ORCLORACLE CORP COM
$25.5B
ABBVABBVIE INC COM
$25.0B
LRCXLAM RESEARCH CORP COM NEW
$24.7B
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$24.3B
MRSHMARSH & MCLENNAN COS INC COM
$24.1B
IQVIQVIA HLDGS INC COM
$23.1B
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$22.3B
URIUNITED RENTALS INC COM
$22.2B
SYKSTRYKER CORPORATION COM
$21.9B
BACBANK AMERICA CORP COM
$21.6B
STZCONSTELLATION BRANDS INC CL A
$21.3B
OLEDUNIVERSAL DISPLAY CORP COM
$18.3B
TXNTEXAS INSTRS INC COM
$17.5B
DEODIAGEO PLC SPON ADR NEW
$16.9B
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$16.9B
SEICSEI INVTS CO COM
$16.1B
NXPINXP SEMICONDUCTORS N V COM
$15.9B
XOMEXXON MOBIL CORP COM
$15.6B
IWVISHARES RUSSELL 3000 ETF
$13.8B
PANWPALO ALTO NETWORKS INC COM
$13.3B
WMBWILLIAMS COS INC COM
$13.2B
EWEDWARDS LIFESCIENCES CORP COM
$12.9B
MFCMANULIFE FINL CORP COM
$12.9B
CVXCHEVRON CORP NEW COM
$12.7B
ABTABBOTT LABS COM
$12.2B
CHDCHURCH & DWIGHT CO INC COM
$12.1B
NDQINVESCO QQQ TRUST SERIES I
$12.0B
SFSTIFEL FINL CORP COM
$12.0B
CSCOCISCO SYS INC COM
$11.3B
IYEISHARES U.S. ENERGY ETF
$10.9B
PEPPEPSICO INC COM
$10.7B
IJRISHARES CORE S&P SMALL CAP ETF
$10.4B
KOCOCA COLA CO COM
$10.4B
MCDMCDONALDS CORP COM
$10.3B
VIGVANGUARD DIVIDEND APPRECIATION ETF
$10.0B
MRKMERCK & CO INC COM
$9.9B
JJACOBS SOLUTIONS INC COM
$9.7B
STAGSTAG INDL INC COM
$9.6B
EFAISHARES MSCI EAFE ETF
$9.4B
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