Crestwood Advisors Group, LLC Q4 2024 Filing

Filed February 4, 2025

Portfolio Value

$5.3B

Holdings

456

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (456 positions)

StockValue
DOWDOW
$259.5M
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$259.2M
HDBHDFC BANK LTD SPONSORED ADS
$258.3M
SCHASCHWAB U.S. SMALL-CAP ETF
$257.4M
OTISOTIS WORLDWIDE CORP COM
$256.7M
UMHUMH PPTYS INC COM
$256.7M
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
$256.7M
TERTERADYNE INC COM
$255.1M
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$254.8M
CEGCONSTELLATION ENERGY CORP COM
$254.5M
SLBSCHLUMBERGER LTD COM STK
$253.8M
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$252.9M
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$250.8M
MUMICRON TECHNOLOGY INC COM
$249.7M
MCKMCKESSON CORP COM
$249.2M
CMACOMERICA INC COM
$249.0M
ELVELEVANCE HEALTH INC COM
$246.7M
MNSTMONSTER BEVERAGE CORP NEW COM
$243.5M
MCOMOODYS CORP COM
$240.6M
CTEFEA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
$239.6M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$237.9M
ALSALLSTATE CORP COM
$237.2M
PLDPROLOGIS INC. COM
$236.4M
HASHASBRO INC COM
$235.8M
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
$235.6M
BOHBANK HAWAII CORP COM
$235.5M
SONYSONY GROUP CORP SPONSORED ADR
$233.8M
TDTORONTO DOMINION BK ONT COM NEW
$227.4M
CDNSCADENCE DESIGN SYSTEM INC COM
$227.3M
FDXFEDEX CORP COM
$226.9M
NVSNNOVARTIS AG SPONSORED ADR
$224.7M
DTCRGLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF
$223.4M
SOSOUTHERN CO COM
$218.6M
CMPRCIMPRESS PLC SHS EURO
$214.7M
RBCRBC BEARINGS INC COM
$214.5M
CWSTCASELLA WASTE SYS INC CL A
$213.7M
WRBBERKLEY W R CORP COM
$209.2M
VRSKVERISK ANALYTICS INC COM
$208.9M
VSTVISTRA CORP COM
$208.6M
DTEDTE ENERGY CO COM
$206.6M
FFIVF5 INC COM
$206.0M
BRBROADRIDGE FINL SOLUTIONS INC COM
$205.7M
BDXBECTON DICKINSON & CO COM
$203.4M
TMUST-MOBILE US INC COM
$201.0M
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$200.6M
WBAWALGREENS BOOTS ALLIANCE INC COM
$188.3M
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF
$180.8M
GECCGREAT ELM CAP CORP COM NEW
$137.6M
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK
$119.9M
FFORD MTR CO COM
$114.3M
PRMEPRIME MEDICINE INC COM
$92.5M
NAGECHROMADEX CORP COM NEW
$62.4M
WITWIPRO LTD SPON ADR 1 SH
$54.7M
IBRXIMMUNITYBIO INC COM
$41.5M
DAKTDaktari
$41.0M
VGASWVERDE CLEAN FUELS INC WT EXP 021528
$17.4M
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