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 |
|---|---|---|---|---|---|
| 101 | KOCOCA COLA CO COM | 146,124 | $9.7B | 164.68% | |
| 102 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 145,089 | $9.6B | 162.53% | |
| 103 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 180,047 | $9.5B | 162.25% | |
| 104 | QUALISHARES MSCI USA QUALITY FACTOR ETF | 48,655 | $9.5B | 160.82% | |
| 105 | CHDCHURCH & DWIGHT CO INC COM | 106,511 | $9.3B | 158.61% | |
| 106 | VOVANGUARD MID-CAP ETF | 31,177 | $9.2B | 155.63% | |
| 107 | IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 111,626 | $8.9B | 152.08% | |
| 108 | STAGSTAG INDL INC COM | 252,463 | $8.9B | 151.40% | |
| 109 | MRKMERCK & CO INC COM | 105,773 | $8.9B | 150.86% | |
| 110 | IBMINTERNATIONAL BUSINESS MACHS COM | 30,836 | $8.7B | 147.86% | |
| 111 | NEENEXTERA ENERGY INC COM | 112,922 | $8.5B | 144.86% | |
| 112 | VBVANGUARD SMALL-CAP ETF | 32,750 | $8.3B | 141.52% | |
| 113 | SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 321,649 | $8.3B | 141.29% | |
| 114 | STZCONSTELLATION BRANDS INC CL A | 58,890 | $7.9B | 134.78% | |
| 115 | TFISTATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 169,276 | $7.7B | 131.09% | |
| 116 | SHOPSHOPIFY INC CL A SUB VTG SHS | 48,494 | $7.2B | 122.47% | |
| 117 | DISDISNEY WALT CO COM | 62,846 | $7.2B | 122.28% | |
| 118 | BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 74,027 | $6.8B | 115.42% | |
| 119 | HBANHUNTINGTON BANCSHARES INC COM | 392,331 | $6.8B | 115.14% | |
| 120 | INDBINDEPENDENT BK CORP MASS COM | 96,971 | $6.7B | 113.98% | |
| 121 | TSLATESLA INC COM | 14,528 | $6.5B | 109.79% | |
| 122 | VTIVANGUARD TOTAL STOCK MARKET ETF | 19,533 | $6.4B | 108.93% | |
| 123 | CMCSACOMCAST CORP NEW CL A | 200,105 | $6.3B | 106.84% | |
| 124 | WMTWALMART INC COM | 60,822 | $6.3B | 106.52% | |
| 125 | EMREMERSON ELEC CO COM | 45,864 | $6.0B | 102.24% | |
| 126 | XLEENERGY SELECT SECTOR SPDR FUND | 64,986 | $5.8B | 98.67% | |
| 127 | ETNEATON CORP PLC SHS | 15,492 | $5.8B | 98.53% | |
| 128 | ISTBISHARES CORE 1-5 YEAR USD BOND ETF | 116,824 | $5.7B | 96.96% | |
| 129 | IWFISHARES RUSSELL 1000 GROWTH ETF | 12,020 | $5.6B | 95.68% | |
| 130 | ARCCARES CAPITAL CORP COM | 266,685 | $5.4B | 92.50% | |
| 131 | AKAMAKAMAI TECHNOLOGIES INC COM | 71,204 | $5.4B | 91.67% | |
| 132 | WFCWELLS FARGO CO NEW COM | 64,172 | $5.4B | 91.41% | |
| 133 | NFLXNETFLIX INC COM | 4,314 | $5.2B | 87.90% | |
| 134 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 8,615 | $5.1B | 87.26% | |
| 135 | SCHBSCHWAB U.S. BROAD MARKET ETF | 192,615 | $5.0B | 84.15% | |
| 136 | IIIINFORMATION SVCS GROUP INC COM | 826,390 | $4.8B | 80.75% | |
| 137 | RTXRTX CORPORATION COM | 27,846 | $4.7B | 79.18% | |
| 138 | MDLZMONDELEZ INTL INC CL A | 72,953 | $4.6B | 77.45% | |
| 139 | KEYSKEYSIGHT TECHNOLOGIES INC COM | 25,491 | $4.5B | 75.77% | |
| 140 | XLKTECHNOLOGY SELECT SECTOR SPDR FUND | 15,668 | $4.4B | 75.04% | |
| 141 | ECLECOLAB INC COM | 15,868 | $4.3B | 73.84% | |
| 142 | KMBKIMBERLY-CLARK CORP COM | 34,931 | $4.3B | 73.81% | |
| 143 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 45,575 | $4.3B | 73.68% | |
| 144 | IWMISHARES RUSSELL 2000 ETF | 17,707 | $4.3B | 72.80% | |
| 145 | SEICSEI INVTS CO COM | 48,797 | $4.1B | 70.36% | |
| 146 | SHMSPDR NUVEEN BLMBG ST MUNBD ETF | 85,801 | $4.1B | 70.31% | |
| 147 | AMTAMERICAN TOWER CORP NEW COM | 21,365 | $4.1B | 69.82% | |
| 148 | EOGEOG RES INC COM | 36,380 | $4.1B | 69.32% | |
| 149 | JOYTJPMORGAN EQUITY FOCUS ETF | 54,972 | $4.1B | 69.21% | |
| 150 | CBRECBRE GROUP INC CL A | 25,803 | $4.1B | 69.09% | |
| 151 | VBKVANGUARD SMALL-CAP GROWTH ETF | 13,631 | $4.1B | 68.94% | |
| 152 | ILCBISHARES MORNINGSTAR U.S. EQUITY ETF | 42,680 | $3.9B | 67.03% | |
| 153 | GEGE AEROSPACE COM NEW | 12,909 | $3.9B | 65.99% | |
| 154 | ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | 58,942 | $3.9B | 65.67% | |
| 155 | AMGNAMGEN INC COM | 13,448 | $3.8B | 64.49% | |
| 156 | PLTRPALANTIR TECHNOLOGIES INC CL A | 20,466 | $3.7B | 63.44% | |
| 157 | SBUXSTARBUCKS CORP COM | 44,105 | $3.7B | 63.41% | |
| 158 | PFEPFIZER INC COM | 143,348 | $3.7B | 62.07% | |
| 159 | VRTXVERTEX PHARMACEUTICALS INC COM | 9,151 | $3.6B | 60.90% | |
| 160 | KVYOKLAVIYO INC COM SER A | 128,934 | $3.6B | 60.67% | |
| 161 | VLTOVERALTO CORP COM SHS | 33,466 | $3.6B | 60.63% | |
| 162 | IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | 25,119 | $3.6B | 60.40% | |
| 163 | TTDTHE TRADE DESK INC COM CL A | 71,600 | $3.5B | 59.63% | |
| 164 | IWBISHARES RUSSELL 1000 ETF | 9,575 | $3.5B | 59.47% | |
| 165 | USFRWISDOMTREE FLOATING RATE TREASURY FUND | 68,668 | $3.5B | 58.66% | |
| 166 | BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 96,554 | $3.4B | 58.13% | |
| 167 | VOTVANGUARD MID-CAP GROWTH ETF | 11,192 | $3.3B | 55.88% | |
| 168 | NTNXNUTANIX INC CL A | 43,499 | $3.2B | 54.99% | |
| 169 | 4I1PHILIP MORRIS INTL INC COM | 19,804 | $3.2B | 54.59% | |
| 170 | FTVFORTIVE CORP COM | 65,175 | $3.2B | 54.26% | |
| 171 | RAREULTRAGENYX PHARMACEUTICAL INC COM | 100,644 | $3.0B | 51.45% | |
| 172 | SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 52,811 | $3.0B | 51.33% | |
| 173 | CRWDCROWDSTRIKE HLDGS INC CL A | 6,079 | $3.0B | 50.66% | |
| 174 | VUGVANGUARD GROWTH ETF | 6,132 | $2.9B | 49.98% | |
| 175 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 3,887 | $2.9B | 49.32% | |
| 176 | BSVVANGUARD SHORT-TERM BOND ETF | 36,005 | $2.8B | 48.28% | |
| 177 | SPHQINVESCO S&P 500 QUALITY ETF | 38,484 | $2.8B | 47.93% | |
| 178 | WASHWASHINGTON TR BANCORP INC COM | 97,160 | $2.8B | 47.72% | |
| 179 | CLCOLGATE PALMOLIVE CO COM | 34,168 | $2.7B | 46.42% | |
| 180 | ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 60,485 | $2.7B | 46.34% | |
| 181 | VTVVANGUARD VALUE ETF | 14,517 | $2.7B | 46.01% | |
| 182 | XLVHEALTH CARE SELECT SECTOR SPDR FUND | 19,200 | $2.7B | 45.41% | |
| 183 | AXPAMERICAN EXPRESS CO COM | 8,017 | $2.7B | 45.25% | |
| 184 | DWDMORGAN STANLEY COM NEW | 16,684 | $2.7B | 45.07% | |
| 185 | SUSAISHARES ESG OPTIMIZED MSCI USA ETF | 19,229 | $2.6B | 44.33% | |
| 186 | BLKBLACKROCK INC COM | 2,208 | $2.6B | 43.74% | |
| 187 | BSXBOSTON SCIENTIFIC CORP COM | 26,348 | $2.6B | 43.71% | |
| 188 | 8CWCROWN CASTLE INC COM | 26,390 | $2.5B | 43.27% | |
| 189 | PJTPJT PARTNERS INC COM CL A | 14,273 | $2.5B | 43.11% | |
| 190 | LOWLOWES COS INC COM | 10,048 | $2.5B | 42.91% | |
| 191 | IATISHARES U.S. REGIONAL BANKS ETF | 46,861 | $2.5B | 41.83% | |
| 192 | ORLYOREILLY AUTOMOTIVE INC COM | 22,773 | $2.5B | 41.72% | |
| 193 | LMTLOCKHEED MARTIN CORP COM | 4,881 | $2.4B | 41.41% | |
| 194 | ENQENTEGRIS INC COM | 25,895 | $2.4B | 40.69% | |
| 195 | GQ9SPDR GOLD SHARES | 6,715 | $2.4B | 40.56% | |
| 196 | GEVGE VERNOVA INC COM | 3,831 | $2.4B | 40.04% | |
| 197 | IUSVISHARES CORE S&P US VALUE ETF | 23,375 | $2.3B | 39.70% | |
| 198 | FQIDIGITAL RLTY TR INC COM | 13,496 | $2.3B | 39.65% | |
| 199 | ICEINTERCONTINENTAL EXCHANGE INC COM | 13,754 | $2.3B | 39.38% | |
| 200 | MSIMOTOROLA SOLUTIONS INC COM NEW | 5,019 | $2.3B | 39.01% |