Crestwood Advisors Group, LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$2.9T

Holdings

265

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (265 positions)

StockValue
DFSEURDISCOVER FINL SVCS COM
$440.2M
COPCONOCOPHILLIPS COM
$422.1M
BALLBALL CORP COM
$419.3M
ISRGINTUITIVE SURGICAL INC COM NEW
$414.2M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$392.0M
AVGOBROADCOM INC COM
$384.1M
AZOAUTOZONE INC COM
$382.3M
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$378.2M
BABOEING CO COM
$373.6M
PYPLPAYPAL HLDGS INC COM
$370.3M
UPSUNITED PARCEL SERVICE INC CL B
$369.1M
AWCAMERICAN WTR WKS CO INC NEW COM
$368.6M
MMM3M Company
$367.6M
BDXBECTON DICKINSON & CO COM
$357.8M
ADPAUTOMATIC DATA PROCESSING INC COM
$357.2M
PHOINVESCO WATER RESOURCES ETF
$355.8M
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$350.0M
NFLXNETFLIX INC COM
$348.0M
ORLYOREILLY AUTOMOTIVE INC COM
$344.4M
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$344.0M
CMCSACOMCAST CORP NEW CL A
$339.9M
TAT&T INC COM
$333.3M
GIB/ACGI INC CL A SUB VTG
$329.4M
MKLMARKEL CORP COM
$329.4M
VFHVANGUARD FINANCIALS ETF
$329.3M
VHTVANGUARD HEALTH CARE ETF
$315.5M
SRESEMPRA COM
$315.1M
DSIISHARES MSCI KLD 400 SOCIAL ETF
$313.6M
TENBTENABLE HLDGS INC COM
$302.3M
MDYSPDR S&P MIDCAP 400 ETF TRUST
$292.2M
LINLINDE PLC SHS
$287.7M
BNDVANGUARD TOTAL BOND MARKET ETF
$261.1M
NTNXNUTANIX INC CL A
$260.5M
NDAQNASDAQ INC COM
$255.4M
SUSAISHARES MSCI USA ESG SELECT ETF
$253.2M
BLKCHFBLACKROCK INC COM
$253.0M
OTISOTIS WORLDWIDE CORP COM
$248.7M
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$248.1M
LHXL3HARRIS TECHNOLOGIES INC COM
$246.5M
ITGARTNER INC COM
$246.4M
WMWASTE MGMT INC DEL COM
$233.8M
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$230.9M
BOHBANK HAWAII CORP COM
$230.8M
AKXANSYS INC COM
$227.1M
PLDPROLOGIS INC. COM
$218.9M
UMHUMH PPTYS INC COM
$218.9M
CLCOLGATE PALMOLIVE CO COM
$212.9M
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$211.9M
SCHASCHWAB U.S. SMALL-CAP ETF
$210.3M
EDCONSOLIDATED EDISON INC COM
$205.1M
MDTMEDTRONIC PLC SHS
$203.9M
PRNPROFOUND MED CORP COM NEW
$201.5M
FFORD MTR CO DEL COM
$190.8M
EDITEDITAS MEDICINE INC COM
$139.3M
LUMIRADX LTD SHS
$123.7M
VMEO*VIMEO INC COMMON STOCK
$96.4M
AGENEURAGENUS INC COM NEW
$79.0M
NAGECHROMADEX CORP COM NEW
$63.7M
DAKTDaktari
$41.0M
DNAGINKGO BIOWORKS HOLDINGS INC CL A SHS
$31.2M
KLR1USDKALEYRA INC COM
$25.1M
ISREURISORAY INC COM
$13.5M
PHUNWPHUNWARE INC COM
$11.6M
CGENCOMPUGEN LTD ORD
$11.3M
EVGNEVOGENE LTD SHS
$9.8M
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