Crestwood Advisors Group, LLC 13F Holdings

CIK 0001426853 · BOSTON, MA

As of Sep 30, 2025, Crestwood Advisors Group, LLC reported 679 positions worth $5.6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology1,405,752$357.9M6.38%
MICROSOFT CORPMSFTTechnology552,436$286.1M5.10%
AMAZON.COM INCAMZNEquity953,525$209.4M3.73%
ALPHABET INCGOOGLEquity789,003 91.8M3.42%
ISHARES CORE S&P 500 ETFIVV—231,130 54.7M2.76%
NVIDIA CORPNVDATechnology808,735 50.9M2.69%
META PLATFORMS INCMETACommunication Services190,588 40.0M2.49%
VISA INC-CLASS A SHARESVFinancial Services334,829 14.3M2.04%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services225,292 13.3M2.02%
ISHARES CORE US AGGREGATE BOND ETFAGG—1,016,268 01.9M1.82%
BOOKING HOLDINGS INCBKNGIndustrials18,725 01.1M1.80%
ALPHABET INCGOOGEquity354,287$86.3M1.54%
BLACKSTONE INCBXFinancial Services501,977$85.8M1.53%
FISERV INCFISVTechnology644,595$83.1M1.48%
ISHARES US TREASURY BOND ETFGOVT—3,464,589$80.1M1.43%
SS SPDR P S&P 600 SMALL CAPSPSM—1,666,835$77.2M1.38%
JPMORGAN CHASE & COJPMFinancial Services244,691$77.2M1.38%
HOME DEPOT INCHDConsumer Cyclical181,645$73.6M1.31%
APPLIED MATERIALS INCAMATTechnology337,954$69.2M1.23%
TJX COMPANIES INCTJXConsumer Cyclical475,450$68.7M1.22%
COSTCO WHOLESALE CORPCOSTConsumer Defensive72,647$67.2M1.20%
HILTON WORLDWIDE HOLDINGS INCHLTConsumer Cyclical256,265$66.5M1.18%
XYLEM INCXYLIndustrials448,998$66.2M1.18%
ROPER TECHNOLOGIES INCROPTechnology128,952$64.3M1.15%
SALESFORCE INCCRMTechnology271,141$64.3M1.15%