Crestwood Advisors Group, LLC Q3 2020 Filing

Filed October 6, 2020

Portfolio Value

$2.7B

Holdings

239

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (239 positions)

StockValue
AAPLAPPLE INC COM
$184.0M
MSFTMICROSOFT CORP COM
$135.2M
MUBISHARES NATIONAL MUNI BOND ETF
$95.2M
VVISA INC COM CL A
$76.1M
AMZNAMAZON COM INC COM
$73.9M
JNJJOHNSON & JOHNSON COM
$58.3M
HDHOME DEPOT INC COM
$52.1M
AQLTISHARES CORE MSCI EAFE ETF
$48.7M
GOOGLALPHABET INC CAP STK CL A
$48.1M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$46.4M
ACNACCENTURE PLC IRELAND SHS CLASS A
$45.7M
SHWSHERWIN WILLIAMS CO COM
$43.7M
STTSTATE STR CORP COM
$43.0M
BXBLACKSTONE GROUP INC COM CL A
$42.0M
LMTLOCKHEED MARTIN CORP COM
$41.6M
ADBEADOBE SYSTEMS INCORPORATED COM
$40.5M
CSCOCISCO SYS INC COM
$39.9M
DHRDANAHER CORPORATION COM
$38.9M
MCXMCCORMICK & CO INC COM NON VTG
$38.8M
GOOGALPHABET INC CAP STK CL C
$38.5M
BACBK OF AMERICA CORP COM
$38.2M
SPYSPDR S&P 500 ETF
$37.8M
TJXTJX COS INC NEW COM
$37.0M
RMERESMED INC COM
$35.1M
METAFACEBOOK INC CL A
$34.7M
SYKSTRYKER CORPORATION COM
$34.6M
8CWCROWN CASTLE INTL CORP NEW COM
$33.0M
SLYSPDR S&P 600 SMALL CAP ETF
$32.4M
BKIEURBLACK KNIGHT INC COM
$32.1M
MDTMEDTRONIC PLC SHS
$32.1M
EFAISHARES MSCI EAFE ETF
$31.4M
PEPPEPSICO INC COM
$31.0M
ZTSZOETIS INC CL A
$30.9M
IBBISHARES NASDAQ BIOTECHNOLOGY INDEX FUND
$30.7M
FTVFORTIVE CORP COM
$29.6M
COSTCOSTCO WHSL CORP NEW COM
$29.5M
DISDISNEY WALT CO COM DISNEY
$28.8M
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$28.2M
JPMJPMORGAN CHASE & CO COM
$28.0M
STZCONSTELLATION BRANDS INC CL A
$27.4M
FISVFISERV INC COM
$24.3M
XYLXYLEM INC COM
$24.2M
CVSCVS HEALTH CORP COM
$23.9M
JPINJPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF
$23.1M
PGPROCTER AND GAMBLE CO COM
$22.9M
IJRISHARES S&P SMALL-CAP FUND
$22.4M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$22.0M
MRSHMARSH & MCLENNAN COS INC COM
$21.2M
STSENSATA TECHNOLOGIES HLDNG PLC SHS
$21.1M
HONHONEYWELL INTL INC COM
$20.3M
CLCOLGATE PALMOLIVE CO COM
$20.1M
TTDTHE TRADE DESK INC COM CL A
$19.7M
APHAMPHENOL CORP NEW CL A
$19.7M
BKNGBOOKING HOLDINGS INC COM
$19.4M
TRVTRAVELERS COMPANIES INC COM
$16.0M
SEICSEI INVTS CO COM
$15.3M
SCHWSCHWAB CHARLES CORP COM
$15.0M
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$14.9M
MRKMERCK & CO. INC COM
$14.1M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$14.0M
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$13.9M
TFISPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF
$13.4M
VNQVANGUARD REAL ESTATE ETF
$13.4M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$13.1M
ABTABBOTT LABS COM
$12.9M
MAMASTERCARD INCORPORATED CL A
$12.1M
GQ9SPDR GOLD SHARES
$12.1M
PYPLPAYPAL HLDGS INC COM
$12.0M
IVVISHARES CORE S&P 500 ETF
$11.6M
SHMSPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF
$11.5M
NDQINVESCO QQQ TRUST
$11.2M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$10.4M
WMBWILLIAMS COS INC COM
$9.5M
VOOVANGUARD S&P 500 ETF
$9.5M
ORCLORACLE CORP COM
$9.0M
URIUNITED RENTALS INC COM
$9.0M
KOCOCA COLA CO COM
$8.2M
CVXCHEVRON CORP NEW COM
$7.6M
BACVERIZON COMMUNICATIONS INC COM
$7.4M
SHOPSHOPIFY INC CLS A
$7.4M
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$6.7M
SBUXSTARBUCKS CORP COM
$6.3M
MCDMCDONALDS CORP COM
$6.2M
NKENIKE INC CL B
$6.1M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$6.0M
4I1PHILIP MORRIS INTL INC COM
$5.8M
AMTAMERICAN TOWER CORP NEW COM
$5.7M
COFCAPITAL ONE FINL CORP COM
$5.6M
NOWSERVICENOW INC COM
$5.3M
RTXRAYTHEON TECHNOLOGIES CORP COM
$5.0M
VOVANGUARD MID-CAP INDEX FUND
$4.7M
LULULULULEMON ATHLETICA INC COM
$4.6M
VBVANGUARD SMALL-CAP INDEX FUND
$4.3M
BSVVANGUARD SHORT-TERM BOND INDEX FUND
$3.7M
ILCBISHARES MORNINGSTAR LARGE-CAP ETF
$3.1M
IWFISHARES RUSSELL 1000 GROWTH ETF
$3.0M
CBRECBRE GROUP INC CL A
$2.8M
RAREULTRAGENYX PHARMACEUTICAL INC COM
$2.5M
XOMEXXON MOBIL CORP COM
$2.4M
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$2.4M
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