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 | Value |
|---|---|
AAPLAPPLE INC COM | $358.4M |
MSFTMICROSOFT CORP COM | $286.6M |
AMZNAMAZON COM INC COM | $209.8M |
GOOGLALPHABET INC CAP STK CL A | $192.2M |
IVVISHARES CORE S&P 500 ETF | $155.1M |
NVDANVIDIA CORPORATION COM | $151.1M |
METAMETA PLATFORMS INC CL A | $140.0M |
VVISA INC COM CL A | $114.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $113.3M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $101.9M |
BKNGBOOKING HOLDINGS INC COM | $101.1M |
GOOGALPHABET INC CAP STK CL C | $86.3M |
BXBLACKSTONE INC COM | $85.8M |
FISVFISERV INC COM | $83.1M |
AQLTISHARES U.S. TREASURY BOND ETF | $80.1M |
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $77.2M |
JPMJPMORGAN CHASE & CO. COM | $77.2M |
HDHOME DEPOT INC COM | $73.6M |
AMATAPPLIED MATLS INC COM | $69.2M |
TJXTJX COS INC NEW COM | $69.1M |
COSTCOSTCO WHSL CORP NEW COM | $67.3M |
XYLXYLEM INC COM | $66.5M |
HLTHILTON WORLDWIDE HLDGS INC COM | $66.5M |
ROPROPER TECHNOLOGIES INC COM | $64.3M |
CRMSALESFORCE INC COM | $64.3M |
AVGOBROADCOM INC COM | $63.7M |
DHRDANAHER CORPORATION COM | $62.8M |
VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF | $61.4M |
JMEEJPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $59.4M |
APHAMPHENOL CORP NEW CL A | $53.7M |
KLACKLA CORP COM NEW | $53.2M |
HONHONEYWELL INTL INC COM | $53.1M |
MUBISHARES NATIONAL MUNI BOND ETF | $52.3M |
ORCLORACLE CORP COM | $51.2M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $49.3M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $48.4M |
CMECME GROUP INC COM | $46.2M |
JNJJOHNSON & JOHNSON COM | $45.4M |
LRCXLAM RESEARCH CORP COM NEW | $43.8M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $43.6M |
MAMASTERCARD INCORPORATED CL A | $42.6M |
ADBEADOBE INC COM | $42.6M |
QLTYGMO US QUALITY ETF | $42.3M |
PWRQUANTA SVCS INC COM | $41.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $41.5M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $41.4M |
QCOMQUALCOMM INC COM | $40.9M |
AZNASTRAZENECA PLC SPONSORED ADR | $40.3M |
SPYSPDR S&P 500 ETF TRUST | $40.2M |
SPGIS&P GLOBAL INC COM | $38.2M |
AQLTISHARES CORE MSCI EAFE ETF | $35.9M |
TXNTEXAS INSTRS INC COM | $35.4M |
VOOVANGUARD S&P 500 ETF | $35.1M |
KMIKINDER MORGAN INC DEL COM | $34.5M |
URIUNITED RENTALS INC COM | $33.9M |
MCXMCCORMICK & CO INC COM NON VTG | $32.2M |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $30.8M |
MTDMETTLER TOLEDO INTERNATIONAL COM | $30.0M |
XMHQINVESCO S&P MIDCAP QUALITY ETF | $29.2M |
ZTSZOETIS INC CL A | $28.7M |
IJHISHARES CORE S&P MID-CAP ETF | $28.6M |
LLYELI LILLY & CO COM | $28.4M |
SHWSHERWIN WILLIAMS CO COM | $28.2M |
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $28.1M |
ABBVABBVIE INC COM | $27.8M |
PEPPEPSICO INC COM | $27.3M |
PGPROCTER AND GAMBLE CO COM | $25.2M |
BACBANK AMERICA CORP COM | $25.2M |
IQVIQVIA HLDGS INC COM | $25.0M |
DEODIAGEO PLC SPON ADR NEW | $24.8M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $21.7M |
MRSHMARSH & MCLENNAN COS INC COM | $19.8M |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $19.5M |
OLEDUNIVERSAL DISPLAY CORP COM | $19.3M |
NXPINXP SEMICONDUCTORS N V COM | $19.0M |
NDQINVESCO QQQ TRUST SERIES I | $18.2M |
SYKSTRYKER CORPORATION COM | $17.1M |
IWVISHARES RUSSELL 3000 ETF | $16.5M |
PANWPALO ALTO NETWORKS INC COM | $15.9M |
KVUEKENVUE INC COM | $15.1M |
XOMEXXON MOBIL CORP COM | $15.0M |
SFSTIFEL FINL CORP COM | $14.4M |
WMBWILLIAMS COS INC COM | $13.6M |
EWEDWARDS LIFESCIENCES CORP COM | $13.4M |
MFCMANULIFE FINL CORP COM | $13.1M |
SCHWSCHWAB CHARLES CORP COM | $12.6M |
CSCOCISCO SYS INC COM | $12.6M |
IJRISHARES CORE S&P SMALL CAP ETF | $12.3M |
ABTABBOTT LABS COM | $12.1M |
JJACOBS SOLUTIONS INC COM | $12.0M |
CVXCHEVRON CORP NEW COM | $11.7M |
EFAISHARES MSCI EAFE ETF | $11.2M |
GSGOLDMAN SACHS GROUP INC COM | $11.1M |
TTTRANE TECHNOLOGIES PLC SHS | $11.0M |
CATCATERPILLAR INC COM | $11.0M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $11.0M |
NOWSERVICENOW INC COM | $10.4M |
ADIANALOG DEVICES INC COM | $10.1M |
MCDMCDONALDS CORP COM | $9.9M |
LAZLAZARD INC COM | $9.7M |
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