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)

StockValue
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$400K
JCIJOHNSON CTLS INTL PLC SHS
$398K
ODFLOLD DOMINION FREIGHT LINE INC COM
$396K
VRSKVERISK ANALYTICS INC COM
$394K
CITHE CIGNA GROUP COM
$389K
JNKSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
$386K
TDTORONTO DOMINION BK ONT COM NEW
$385K
MSCIMSCI INC COM
$380K
NVSNNOVARTIS AG SPONSORED ADR
$377K
SONYSONY GROUP CORP SPONSORED ADR
$376K
AG8AGILENT TECHNOLOGIES INC COM
$376K
PLDPROLOGIS INC. COM
$375K
LHLABCORP HOLDINGS INC COM SHS
$375K
MAINMAIN STR CAP CORP COM
$372K
USBUS BANCORP DEL COM NEW
$371K
ALSALLSTATE CORP COM
$370K
MTZMASTEC INC COM
$370K
HCAHCA HEALTHCARE INC COM
$370K
AFLAFLAC INC COM
$369K
NUENUCOR CORP COM
$367K
HWMHOWMET AEROSPACE INC COM
$361K
EDCONSOLIDATED EDISON INC COM
$360K
CMSCMS ENERGY CORP COM
$360K
GIB/ACGI INC CL A SUB VTG
$360K
TERTERADYNE INC COM
$360K
VVVANGUARD LARGE-CAP ETF
$358K
IWNISHARES RUSSELL 2000 VALUE ETF
$356K
WDCWESTERN DIGITAL CORP COM
$356K
HASHASBRO INC COM
$355K
NEMNEWMONT CORP COM
$355K
ONON SEMICONDUCTOR CORP COM
$354K
PCARPACCAR INC COM
$353K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$352K
SCHASCHWAB U.S. SMALL-CAP ETF
$352K
IRMIRON MTN INC DEL COM
$347K
BIPCBROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A
$346K
IVOOVANGUARD S&P MID-CAP 400 ETF
$343K
MPCMARATHON PETE CORP COM
$342K
ELVELEVANCE HEALTH INC FORMERLY A COM
$342K
TDYTELEDYNE TECHNOLOGIES INC COM
$340K
DECKDECKERS OUTDOOR CORP COM
$339K
WATWATERS CORP COM
$336K
DDOMINION ENERGY INC COM
$335K
7HPHP INC COM
$335K
FDXFEDEX CORP COM
$335K
PEOEXELON CORP COM
$332K
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$328K
RGENREPLIGEN CORP COM
$328K
ROKROCKWELL AUTOMATION INC COM
$328K
APDAIR PRODS & CHEMS INC COM
$327K
ABNBAIRBNB INC COM CL A
$324K
EBAEBAY INC. COM
$319K
OXYOCCIDENTAL PETE CORP COM
$318K
VHTVANGUARD HEALTH CARE ETF
$317K
PAAAPGIM AAA CLO ETF
$317K
VDCVANGUARD CONSUMER STAPLES ETF
$317K
WELLWELLTOWER INC COM
$316K
IEVISHARES EUROPE ETF
$314K
RMERESMED INC COM
$310K
PCGPG&E CORP COM
$308K
WABWABTEC COM
$307K
TROWPRICE T ROWE GROUP INC COM
$306K
HOLXHOLOGIC INC COM
$304K
EQIXEQUINIX INC COM
$300K
CHEFCHEFS WHSE INC COM
$299K
WRBBERKLEY W R CORP COM
$297K
VSTVISTRA CORP COM
$295K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$294K
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
$294K
MUNYVANGUARD NEW YORK TAX-EXEMPT BOND ETF
$293K
DGXQUEST DIAGNOSTICS INC COM
$293K
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$287K
GMGENERAL MTRS CO COM
$286K
CMGCHIPOTLE MEXICAN GRILL INC COM
$284K
GGGGRACO INC COM
$284K
BRBROADRIDGE FINL SOLUTIONS INC COM
$282K
EXASEXACT SCIENCES CORP COM
$281K
AXONAXON ENTERPRISE INC COM
$281K
VDEVANGUARD ENERGY ETF
$281K
AIGAMERICAN INTL GROUP INC COM NEW
$279K
CSXCSX CORP COM
$277K
CMACOMERICA INC COM
$276K
DTEDTE ENERGY CO COM
$275K
APPAPPLOVIN CORP COM CL A
$273K
EVTCEVERTEC INC COM
$272K
NBISNEBIUS GROUP N.V. SHS CLASS A
$271K
AWMSKYWORKS SOLUTIONS INC COM
$268K
PNCPNC FINL SVCS GROUP INC COM
$268K
GBTCGRAYSCALE BITCOIN TRUST ETF
$265K
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
$263K
BDXBECTON DICKINSON & CO COM
$261K
XLUUTILITIES SELECT SECTOR SPDR FUND
$260K
RCLROYAL CARIBBEAN GROUP COM
$259K
OTISOTIS WORLDWIDE CORP COM
$259K
BKBANK NEW YORK MELLON CORP COM
$258K
NVRNVR INC COM
$257K
BIIBBIOGEN INC COM
$255K
WSOWATSCO INC COM
$254K
VRSNVERISIGN INC COM
$252K
SLBSLB LIMITED COM STK
$251K
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