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 |
|---|---|
BOHBANK HAWAII CORP COM | $251K |
CTEFEA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $251K |
SRLNSTATE STREET BLACKSTONE SENIOR LOAN ETF | $250K |
XELXCEL ENERGY INC COM | $250K |
CSGPCOSTAR GROUP INC COM | $247K |
GECCGREAT ELM CAP CORP COM NEW | $245K |
RBCRBC BEARINGS INC COM | $244K |
ILFISHARES LATIN AMERICA 40 ETF | $244K |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $244K |
HUBBHUBBELL INC COM | $243K |
T7DTRANSDIGM GROUP INC COM | $243K |
TXRHTEXAS ROADHOUSE INC COM | $240K |
TSAACI WORLDWIDE INC COM | $236K |
MLMMARTIN MARIETTA MATLS INC COM | $236K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $235K |
DALDELTA AIR LINES INC DEL COM NEW | $232K |
SPOTSPOTIFY TECHNOLOGY S A SHS | $230K |
IYWISHARES U.S. TECHNOLOGY ETF | $230K |
FCXFREEPORT-MCMORAN INC CL B | $230K |
ACGLARCH CAP GROUP LTD ORD | $229K |
VNQVANGUARD REAL ESTATE ETF | $229K |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $228K |
HDBHDFC BANK LTD SPONSORED ADS | $227K |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $227K |
PSAPUBLIC STORAGE OPER CO COM | $226K |
LIILENNOX INTL INC COM | $226K |
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A | $222K |
LLOEWS CORP COM | $222K |
MCHPMICROCHIP TECHNOLOGY INC. COM | $222K |
EMEEMCOR GROUP INC COM | $221K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | $220K |
PSXPHILLIPS 66 COM | $219K |
THGHANOVER INS GROUP INC COM | $218K |
PSTGPURE STORAGE INC CL A | $218K |
CBOECBOE GLOBAL MKTS INC COM | $217K |
GRMNGARMIN LTD SHS | $214K |
CHRWC H ROBINSON WORLDWIDE INC COM NEW | $212K |
PRIPRIMERICA INC COM | $210K |
CALFPACER US SMALL CAP CASH COWS ETF | $210K |
APOAPOLLO GLOBAL MGMT INC COM | $209K |
WSMWILLIAMS SONOMA INC COM | $209K |
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $209K |
NVONOVO-NORDISK A S ADR | $209K |
FDGAMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | $208K |
HALHALLIBURTON CO COM | $208K |
UMHUMH PPTYS INC COM | $206K |
UPSUNITED PARCEL SERVICE INC CL B | $205K |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $205K |
LULULULULEMON ATHLETICA INC COM | $203K |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $202K |
A4SAMERIPRISE FINL INC COM | $201K |
SPGSIMON PPTY GROUP INC NEW COM | $201K |
KRKROGER CO COM | $200K |
VTRSVIATRIS INC COM | $183K |
RWTREDWOOD TRUST INC COM | $178K |
PRMEPRIME MEDICINE INC COM | $176K |
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $151K |
FFORD MTR CO COM | $150K |
CCCCC4 THERAPEUTICS INC COM STK | $148K |
GBDCGOLUB CAP BDC INC COM | $143K |
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK | $135K |
UMCUNITED MICROELECTRONICS CORP SPON ADR NEW | $99K |
IBRXIMMUNITYBIO INC COM | $80K |
LPLLG DISPLAY CO LTD SPONS ADR REP | $65K |
LUMNLUMEN TECHNOLOGIES INC COM | $64K |
J7JMONOGRAM TECHNOLOGIES INC COM | $59K |
WITWIPRO LTD SPON ADR 1 SH | $47K |
DAKTDaktari | $41K |
VGASWVERDE CLEAN FUELS INC WT EXP 021528 | $6K |
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