Crestwood Advisors Group, LLC Q3 2023 Filing

Filed November 15, 2023

Portfolio Value

$3.8T

Holdings

365

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (365 positions)

StockValue
TXRHTEXAS ROADHOUSE INC COM
$280.2M
TENBTENABLE HLDGS INC COM
$280.0M
HOLXHOLOGIC INC COM
$278.7M
SUSAISHARES MSCI USA ESG SELECT ETF
$276.7M
SRESEMPRA COM
$272.7M
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$270.2M
UHTUNIVERSAL HEALTH RLTY INCOME T SH BEN INT
$269.3M
AFWALIGN TECHNOLOGY INC COM
$268.6M
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$264.9M
CMCANADIAN IMPERIAL BK COMM TORO COM
$262.0M
EDCONSOLIDATED EDISON INC COM
$261.6M
VTVANGUARD TOTAL WORLD STOCK ETF
$260.3M
LRCXEURLAM RESEARCH CORP COM
$258.5M
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$252.1M
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK
$249.6M
ABNBAIRBNB INC COM CL A
$248.5M
USBUS BANCORP DEL COM NEW
$247.2M
IVOOVANGUARD S&P MID-CAP 400 ETF
$246.3M
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$245.3M
NDAQNASDAQ INC COM
$244.9M
TRVCCITIGROUP INC COM NEW
$243.7M
CBCHUBB LIMITED COM
$241.9M
WATWATERS CORP COM
$239.9M
PGRPROGRESSIVE CORP COM
$233.0M
PCARPACCAR INC COM
$232.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$228.5M
LABORATORY CORP AMER HLDGS COM NEW
$228.2M
METMETLIFE INC COM
$227.8M
ALSALLSTATE CORP COM
$225.3M
IWSISHARES RUSSELL MID-CAP VALUE ETF
$222.5M
CSXCSX CORP COM
$219.2M
CMACOMERICA INC COM
$218.1M
SLBSCHLUMBERGER LTD COM STK
$217.2M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$216.8M
RJFRAYMOND JAMES FINL INC COM
$215.1M
NVONOVO-NORDISK A S ADR
$215.0M
ZBHZIMMER BIOMET HOLDINGS INC COM
$214.8M
IWPISHARES RUSSELL MID-CAP GROWTH ETF
$213.8M
CMSCMS ENERGY CORP COM
$213.5M
TRVTRAVELERS COMPANIES INC COM
$212.1M
MSEXMIDDLESEX WTR CO COM
$212.0M
ANAUTONATION INC COM
$212.0M
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$211.3M
CRWDCROWDSTRIKE HLDGS INC CL A
$210.4M
CMPRCIMPRESS PLC SHS EURO
$209.6M
ETRENTERGY CORP NEW COM
$208.4M
AIGAMERICAN INTL GROUP INC COM NEW
$204.0M
SCHASCHWAB U.S. SMALL-CAP ETF
$203.4M
CTEFEA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
$202.3M
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$191.1M
UMHUMH PPTYS INC COM
$190.6M
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
$188.8M
BB3BROOKLINE BANCORP INC DEL COM
$139.9M
VMEO*VIMEO INC COMMON STOCK
$103.6M
ARCC 4.625 03/01/24ARES CAPITAL CORP 4.625 03/01/2024
$91.3M
ASPNASPEN AEROGELS INC COM
$86.4M
AKTSQAKOUSTIS TECHNOLOGIES INC COM
$84.3M
DNAGINKGO BIOWORKS HOLDINGS INC CL A SHS
$66.9M
SIRIEURSIRIUS XM HOLDINGS INC COM
$52.4M
DAKTDaktari
$41.0M
NOKNOKIA CORP SPONSORED ADR
$37.4M
AGENEURAGENUS INC COM NEW
$37.2M
LUMIRADX LTD SHS
$32.3M
NAGECHROMADEX CORP COM NEW
$32.2M
VGASWVERDE CLEAN FUELS INC WT EXP 021528
$11.2M
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