Crestwood Advisors Group, LLC Q2 2024 Filing

Filed August 1, 2024

Portfolio Value

$4.8B

Holdings

425

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (425 positions)

StockValue
BACVERIZON COMMUNICATIONS INC COM
$428K
REGNREGENERON PHARMACEUTICALS COM
$423K
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$421K
PAYCPAYCOM SOFTWARE INC COM
$418K
GIB/ACGI INC CL A SUB VTG
$412K
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF
$411K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$410K
SHELSHELL PLC SPON ADS
$405K
MKLMARKEL GROUP INC COM
$403K
ONON SEMICONDUCTOR CORP COM
$401K
LULULULULEMON ATHLETICA INC COM
$398K
AZOAUTOZONE INC COM
$397K
NUENUCOR CORP COM
$395K
COFCAPITAL ONE FINL CORP COM
$390K
DELLDELL TECHNOLOGIES INC CL C
$389K
HOLXHOLOGIC INC COM
$386K
UHTUNIVERSAL HEALTH RLTY INCOME T SH BEN INT
$378K
ANETEURARISTA NETWORKS INC COM
$377K
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$371K
CNRCANADIAN NATL RY CO COM
$371K
1939900DBROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
$370K
WPCWP CAREY INC COM
$365K
VHTVANGUARD HEALTH CARE ETF
$358K
LHXL3HARRIS TECHNOLOGIES INC COM
$356K
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$356K
THCTENET HEALTHCARE CORP COM NEW
$354K
DDOMINION ENERGY INC COM
$354K
VEEVVEEVA SYS INC CL A COM
$353K
SRESEMPRA COM
$352K
HSYHERSHEY CO COM
$351K
IEVISHARES EUROPE ETF
$349K
HEIHEICO CORP NEW CL A
$347K
ODFLOLD DOMINION FREIGHT LINE INC COM
$334K
TAT&T INC COM
$333K
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$332K
DDDUPONT DE NEMOURS INC COM
$332K
FASTFASTENAL CO COM
$332K
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$326K
NOCNORTHROP GRUMMAN CORP COM
$325K
CMCANADIAN IMPERIAL BK COMM TORO COM
$323K
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$321K
ANAUTONATION INC COM
$319K
IAU*ISHARES GOLD TRUST
$318K
HEESEURH & E EQUIPMENT SERVICES INC COM
$309K
BNDVANGUARD TOTAL BOND MARKET ETF
$308K
PCARPACCAR INC COM
$306K
GISGENERAL MLS INC COM
$302K
METMETLIFE INC COM
$301K
VDCVANGUARD CONSUMER STAPLES ETF
$299K
IVOOVANGUARD S&P MID-CAP 400 ETF
$298K
VDEVANGUARD ENERGY ETF
$297K
ABNBAIRBNB INC COM CL A
$296K
MAINMAIN STR CAP CORP COM
$295K
CWSTCASELLA WASTE SYS INC CL A
$293K
XLUUTILITIES SELECT SECTOR SPDR FUND
$291K
PCGPG&E CORP COM
$291K
ICLRICON PLC SHS
$288K
CYBRCYBERARK SOFTWARE LTD SHS
$287K
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF
$286K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$284K
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$284K
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$283K
AONAON PLC SHS CL A
$282K
CMGCHIPOTLE MEXICAN GRILL INC COM
$281K
GWWGRAINGER W W INC COM
$278K
AIGAMERICAN INTL GROUP INC COM NEW
$278K
YUMYUM BRANDS INC COM
$271K
BB3BROOKLINE BANCORP INC DEL COM
$268K
USBUS BANCORP DEL COM NEW
$266K
NUHYNUVEEN ESG HIGH YIELD CORPORATE BOND ETF
$266K
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$265K
WATWATERS CORP COM
$264K
IRMIRON MTN INC DEL COM
$263K
CMPRCIMPRESS PLC SHS EURO
$262K
WSOWATSCO INC COM
$262K
CECELANESE CORP DEL COM
$261K
MCOMOODYS CORP COM
$259K
ETRENTERGY CORP NEW COM
$258K
MCHPMICROCHIP TECHNOLOGY INC. COM
$257K
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$257K
SDYSPDR S&P DIVIDEND ETF
$256K
TRVTRAVELERS COMPANIES INC COM
$245K
CMSCMS ENERGY CORP COM
$243K
CTVACORTEVA INC COM
$241K
ABGCENCORA INC COM
$239K
AFLAFLAC INC COM
$237K
SCHASCHWAB U.S. SMALL-CAP ETF
$237K
VVVANGUARD LARGE-CAP ETF
$237K
IWNISHARES RUSSELL 2000 VALUE ETF
$235K
OTISOTIS WORLDWIDE CORP COM
$234K
SAPSAP SE SPON ADR
$231K
PLDPROLOGIS INC. COM
$231K
RJFRAYMOND JAMES FINL INC COM
$230K
TENBTENABLE HLDGS INC COM
$229K
WBAWALGREENS BOOTS ALLIANCE INC COM
$228K
NYFISHARES NEW YORK MUNI BOND ETF
$227K
AFWALIGN TECHNOLOGY INC COM
$226K
CTEFEA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
$226K
DOWDOW
$224K
MCKMCKESSON CORP COM
$221K
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