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
MUMICRON TECHNOLOGY INC COM
$331.6M
NVSNNOVARTIS AG SPONSORED ADR
$331.1M
MAINMAIN STR CAP CORP COM
$330.7M
SONYSONY GROUP CORP SPONSORED ADR
$328.5M
ANAUTONATION INC COM
$327.2M
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$325.3M
VDCVANGUARD CONSUMER STAPLES ETF
$324.5M
ABGCENCORA INC COM
$321.8M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$320.3M
ABNBAIRBNB INC COM CL A
$318.5M
XLUUTILITIES SELECT SECTOR SPDR FUND
$317.6M
SOSOUTHERN CO COM
$317.6M
BIPCBROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A
$317.2M
ALSALLSTATE CORP COM
$313.6M
DELLDELL TECHNOLOGIES INC CL C
$310.9M
PLDPROLOGIS INC. COM
$308.7M
PCGPG&E CORP COM
$306.8M
IWNISHARES RUSSELL 2000 VALUE ETF
$304.4M
IVOOVANGUARD S&P MID-CAP 400 ETF
$302.5M
HOLXHOLOGIC INC COM
$302.4M
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$300.0M
VVVANGUARD LARGE-CAP ETF
$298.7M
MCOMOODYS CORP COM
$297.7M
MSCIMSCI INC COM
$296.3M
REGNREGENERON PHARMACEUTICALS COM
$296.2M
PYPLPAYPAL HLDGS INC COM
$291.8M
TDYTELEDYNE TECHNOLOGIES INC COM
$290.2M
GGGGRACO INC COM
$289.9M
LIILENNOX INTL INC COM
$289.1M
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$288.8M
USBUS BANCORP DEL COM NEW
$286.4M
ONON SEMICONDUCTOR CORP COM
$284.0M
FDXFEDEX CORP COM
$283.9M
TDTORONTO DOMINION BK ONT COM NEW
$282.4M
CMGCHIPOTLE MEXICAN GRILL INC COM
$281.5M
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$281.4M
LHLABCORP HOLDINGS INC COM SHS
$279.5M
AFLAFLAC INC COM
$278.5M
T7DTRANSDIGM GROUP INC COM
$274.9M
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
$274.7M
IWRISHARES RUSSELL MIDCAP ETF
$272.7M
CHEFCHEFS WHSE INC COM
$272.5M
CITCINTAS CORP COM
$270.5M
SNPSSYNOPSYS INC COM
$268.8M
CEGCONSTELLATION ENERGY CORP COM
$265.4M
IWSISHARES RUSSELL MID-CAP VALUE ETF
$265.0M
HASHASBRO INC COM
$263.1M
FFIVF5 INC COM
$262.8M
SLBSCHLUMBERGER LTD COM STK
$254.9M
UMHUMH PPTYS INC COM
$254.2M
WRBBERKLEY W R CORP COM
$253.5M
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
$250.1M
IRMIRON MTN INC DEL COM
$247.5M
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$247.2M
TXRHTEXAS ROADHOUSE INC COM
$245.4M
JCIJOHNSON CTLS INTL PLC SHS
$245.2M
WBAWALGREENS BOOTS ALLIANCE INC COM
$244.3M
CMACOMERICA INC COM
$240.2M
ADSKAUTODESK INC COM
$239.5M
NVRNVR INC COM
$239.1M
SCHASCHWAB U.S. SMALL-CAP ETF
$237.2M
BOHBANK HAWAII CORP COM
$235.3M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$234.5M
CSGPCOSTAR GROUP INC COM
$233.0M
VNQVANGUARD REAL ESTATE ETF
$232.9M
DTEDTE ENERGY CO COM
$232.4M
PAYXPAYCHEX INC COM
$229.1M
PEOEXELON CORP COM
$227.8M
MPWRMONOLITHIC PWR SYS INC COM
$224.5M
EIDOISHARES MSCI INDONESIA ETF
$217.7M
RBCRBC BEARINGS INC COM
$216.9M
BRBROADRIDGE FINL SOLUTIONS INC COM
$216.5M
BDXBECTON DICKINSON & CO COM
$215.2M
CTEFEA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
$215.2M
HIGHARTFORD INSURANCE GROUP INC COM
$211.9M
PNCPNC FINL SVCS GROUP INC COM
$209.0M
EXASEXACT SCIENCES CORP COM
$208.7M
MSEXMIDDLESEX WTR CO COM
$208.3M
PRIPRIMERICA INC COM
$206.6M
RUNSUNRUN INC COM
$205.4M
DASHDOORDASH INC CL A
$205.1M
XELXCEL ENERGY INC COM
$200.1M
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF
$168.4M
FFORD MTR CO COM
$142.9M
UMCUNITED MICROELECTRONICS CORP SPON ADR NEW
$128.3M
GECCGREAT ELM CAP CORP COM NEW
$127.6M
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK
$119.5M
VTRSVIATRIS INC COM
$92.9M
NAGENIAGEN BIOSCIENCE INC COM NEW
$81.8M
IBRXIMMUNITYBIO INC COM
$66.8M
PRMEPRIME MEDICINE INC COM
$63.1M
LPLLG DISPLAY CO LTD SPONS ADR REP
$45.5M
WITWIPRO LTD SPON ADR 1 SH
$42.8M
DAKTDaktari
$41.0M
VGASWVERDE CLEAN FUELS INC WT EXP 021528
$12.6M
PreviousPage 5 of 5