Crestwood Advisors Group, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$5.9B
Holdings
569
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (569 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 1,407,408 | $358.4B | 6089.91% | |
| 2 | MSFTMICROSOFT CORP COM | 553,407 | $286.6B | 4870.93% | |
| 3 | AMZNAMAZON COM INC COM | 955,590 | $209.8B | 3565.58% | |
| 4 | GOOGLALPHABET INC CAP STK CL A | 790,479 | $192.2B | 3265.57% | |
| 5 | IVVISHARES CORE S&P 500 ETF | 231,775 | $155.1B | 2636.15% | |
| 6 | NVDANVIDIA CORPORATION COM | 810,001 | $151.1B | 2568.22% | Put |
| 7 | METAMETA PLATFORMS INC CL A | 190,588 | $140.0B | 2378.50% | |
| 8 | VVISA INC COM CL A | 334,854 | $114.3B | 1942.56% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 225,407 | $113.3B | 1925.70% | |
| 10 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 1,016,268 | $101.9B | 1731.31% | |
| 11 | BKNGBOOKING HOLDINGS INC COM | 18,725 | $101.1B | 1718.04% | |
| 12 | GOOGALPHABET INC CAP STK CL C | 354,287 | $86.3B | 1466.31% | |
| 13 | BXBLACKSTONE INC COM | 501,977 | $85.8B | 1457.41% | |
| 14 | FISVFISERV INC COM | 644,595 | $83.1B | 1412.30% | |
| 15 | AQLTISHARES U.S. TREASURY BOND ETF | 3,464,589 | $80.1B | 1361.20% | |
| 16 | SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 1,666,835 | $77.2B | 1312.02% | |
| 17 | JPMJPMORGAN CHASE & CO. COM | 244,691 | $77.2B | 1311.60% | |
| 18 | HDHOME DEPOT INC COM | 181,670 | $73.6B | 1250.91% | |
| 19 | AMATAPPLIED MATLS INC COM | 337,979 | $69.2B | 1175.91% | |
| 20 | TJXTJX COS INC NEW COM | 478,150 | $69.1B | 1174.44% | |
| 21 | COSTCOSTCO WHSL CORP NEW COM | 72,718 | $67.3B | 1143.82% | |
| 22 | XYLXYLEM INC COM | 451,014 | $66.5B | 1130.46% | |
| 23 | HLTHILTON WORLDWIDE HLDGS INC COM | 256,265 | $66.5B | 1129.83% | |
| 24 | ROPROPER TECHNOLOGIES INC COM | 128,977 | $64.3B | 1093.02% | |
| 25 | CRMSALESFORCE INC COM | 271,166 | $64.3B | 1092.15% | |
| 26 | AVGOBROADCOM INC COM | 192,947 | $63.7B | 1081.72% | Put |
| 27 | DHRDANAHER CORPORATION COM | 316,651 | $62.8B | 1066.80% | |
| 28 | VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF | 1,437,371 | $61.4B | 1042.79% | |
| 29 | JMEEJPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | 935,867 | $59.4B | 1008.77% | |
| 30 | APHAMPHENOL CORP NEW CL A | 433,716 | $53.7B | 912.08% | |
| 31 | KLACKLA CORP COM NEW | 49,306 | $53.2B | 903.73% | |
| 32 | HONHONEYWELL INTL INC COM | 252,093 | $53.1B | 901.76% | |
| 33 | MUBISHARES NATIONAL MUNI BOND ETF | 490,899 | $52.3B | 888.34% | |
| 34 | ORCLORACLE CORP COM | 182,011 | $51.2B | 869.87% | |
| 35 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 462,094 | $49.3B | 838.50% | |
| 36 | TMOTHERMO FISHER SCIENTIFIC INC COM | 99,793 | $48.4B | 822.48% | |
| 37 | CMECME GROUP INC COM | 170,880 | $46.2B | 784.59% | |
| 38 | JNJJOHNSON & JOHNSON COM | 244,938 | $45.4B | 771.76% | |
| 39 | LRCXLAM RESEARCH CORP COM NEW | 326,945 | $43.8B | 743.92% | |
| 40 | ACNACCENTURE PLC IRELAND SHS CLASS A | 176,950 | $43.6B | 741.53% | |
| 41 | MAMASTERCARD INCORPORATED CL A | 74,961 | $42.6B | 724.57% | |
| 42 | ADBEADOBE INC COM | 120,809 | $42.6B | 724.20% | |
| 43 | QLTYGMO US QUALITY ETF | 1,168,016 | $42.3B | 718.32% | |
| 44 | PWRQUANTA SVCS INC COM | 100,982 | $41.8B | 711.16% | |
| 45 | BRK-BBERKSHIRE HATHAWAY INC DEL CL A | 55 | $41.5B | 704.91% | |
| 46 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 825,895 | $41.4B | 702.72% | |
| 47 | QCOMQUALCOMM INC COM | 245,924 | $40.9B | 695.24% | |
| 48 | AZNASTRAZENECA PLC SPONSORED ADR | 525,251 | $40.3B | 684.78% | |
| 49 | SPYSPDR S&P 500 ETF TRUST | 60,370 | $40.2B | 683.43% | |
| 50 | SPGIS&P GLOBAL INC COM | 78,559 | $38.2B | 649.76% | |
| 51 | AQLTISHARES CORE MSCI EAFE ETF | 411,108 | $35.9B | 609.94% | |
| 52 | TXNTEXAS INSTRS INC COM | 192,842 | $35.4B | 602.09% | |
| 53 | VOOVANGUARD S&P 500 ETF | 57,253 | $35.1B | 595.76% | |
| 54 | KMIKINDER MORGAN INC DEL COM | 1,218,974 | $34.5B | 586.43% | |
| 55 | URIUNITED RENTALS INC COM | 35,489 | $33.9B | 575.74% | |
| 56 | MCXMCCORMICK & CO INC COM NON VTG | 481,155 | $32.2B | 547.09% | |
| 57 | EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | 456,717 | $30.8B | 523.95% | |
| 58 | MTDMETTLER TOLEDO INTERNATIONAL COM | 24,434 | $30.0B | 509.72% | |
| 59 | XMHQINVESCO S&P MIDCAP QUALITY ETF | 278,394 | $29.2B | 496.55% | |
| 60 | ZTSZOETIS INC CL A | 195,991 | $28.7B | 487.31% | |
| 61 | IJHISHARES CORE S&P MID-CAP ETF | 438,169 | $28.6B | 485.93% | |
| 62 | LLYELI LILLY & CO COM | 37,190 | $28.4B | 482.21% | |
| 63 | SHWSHERWIN WILLIAMS CO COM | 81,553 | $28.2B | 479.86% | |
| 64 | USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 537,199 | $28.1B | 476.71% | |
| 65 | ABBVABBVIE INC COM | 120,014 | $27.8B | 472.21% | |
| 66 | PEPPEPSICO INC COM | 194,633 | $27.3B | 464.50% | |
| 67 | PGPROCTER AND GAMBLE CO COM | 164,277 | $25.2B | 428.93% | |
| 68 | BACBANK AMERICA CORP COM | 487,551 | $25.2B | 427.43% | |
| 69 | IQVIQVIA HLDGS INC COM | 131,634 | $25.0B | 424.86% | |
| 70 | DEODIAGEO PLC SPON ADR NEW | 259,838 | $24.8B | 421.38% | |
| 71 | ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 149,318 | $21.7B | 369.58% | |
| 72 | MRSHMARSH & MCLENNAN COS INC COM | 98,286 | $19.8B | 336.60% | |
| 73 | IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 169,479 | $19.5B | 331.23% | |
| 74 | OLEDUNIVERSAL DISPLAY CORP COM | 134,212 | $19.3B | 327.58% | |
| 75 | NXPINXP SEMICONDUCTORS N V COM | 83,240 | $19.0B | 322.13% | |
| 76 | NDQINVESCO QQQ TRUST SERIES I | 30,286 | $18.2B | 308.98% | |
| 77 | SYKSTRYKER CORPORATION COM | 46,366 | $17.1B | 291.27% | |
| 78 | IWVISHARES RUSSELL 3000 ETF | 43,472 | $16.5B | 279.94% | |
| 79 | PANWPALO ALTO NETWORKS INC COM | 78,127 | $15.9B | 270.33% | |
| 80 | KVUEKENVUE INC COM | 928,777 | $15.1B | 256.17% | |
| 81 | XOMEXXON MOBIL CORP COM | 132,676 | $15.0B | 254.21% | |
| 82 | SFSTIFEL FINL CORP COM | 127,286 | $14.4B | 245.44% | |
| 83 | WMBWILLIAMS COS INC COM | 214,929 | $13.6B | 231.38% | |
| 84 | EWEDWARDS LIFESCIENCES CORP COM | 172,759 | $13.4B | 228.32% | |
| 85 | MFCMANULIFE FINL CORP COM | 419,177 | $13.1B | 221.89% | |
| 86 | SCHWSCHWAB CHARLES CORP COM | 132,110 | $12.6B | 214.35% | |
| 87 | CSCOCISCO SYS INC COM | 183,829 | $12.6B | 213.74% | |
| 88 | IJRISHARES CORE S&P SMALL CAP ETF | 103,341 | $12.3B | 208.68% | |
| 89 | ABTABBOTT LABS COM | 90,506 | $12.1B | 206.00% | |
| 90 | JJACOBS SOLUTIONS INC COM | 80,301 | $12.0B | 204.50% | |
| 91 | CVXCHEVRON CORP NEW COM | 75,421 | $11.7B | 199.03% | |
| 92 | EFAISHARES MSCI EAFE ETF | 119,542 | $11.2B | 189.67% | |
| 93 | GSGOLDMAN SACHS GROUP INC COM | 13,910 | $11.1B | 188.24% | |
| 94 | TTTRANE TECHNOLOGIES PLC SHS | 26,175 | $11.0B | 187.69% | |
| 95 | CATCATERPILLAR INC COM | 23,094 | $11.0B | 187.26% | |
| 96 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 50,830 | $11.0B | 186.39% | |
| 97 | NOWSERVICENOW INC COM | 11,325 | $10.4B | 177.10% | |
| 98 | ADIANALOG DEVICES INC COM | 40,953 | $10.1B | 170.99% | |
| 99 | MCDMCDONALDS CORP COM | 32,549 | $9.9B | 168.09% | |
| 100 | LAZLAZARD INC COM | 183,649 | $9.7B | 164.72% |
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