Crestwood Advisors LLC 13F Holdings

CIK 02813016 · BOSTON, MA

As of Dec 31, 2023, Crestwood Advisors LLC reported 490 positions worth $4.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology1,483,646$285.6M6.81%
MICROSOFT CORPMSFTTechnology616,474$231.8M5.53%
AMAZON.COM INCAMZNEquity753,864 14.5M2.73%
HOME DEPOT INCHDConsumer Cyclical286,533$99.3M2.37%
ALPHABET INCGOOGLEquity684,960$95.7M2.28%
VISA INC-CLASS A SHARESVFinancial Services335,673$87.4M2.08%
SS SPDR P S&P 600 SMALL CAPSPSM—2,053,901$86.6M2.07%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services240,371$85.7M2.05%
FISERV INCFISVTechnology633,605$84.2M2.01%
COSTCO WHOLESALE CORPCOSTConsumer Defensive122,231$80.7M1.92%
BLACKSTONE INCBXFinancial Services603,828$79.1M1.89%
ADOBE INCADBETechnology129,075$77.0M1.84%
ACCENTURE PLCACNTechnology212,695$74.6M1.78%
DANAHER CORPDHRHealthcare319,073$73.8M1.76%
TJX COMPANIES INCTJXConsumer Cyclical766,909$71.9M1.72%
ALLIANCEBERNSTEIN HOLDING LPABFinancial Services2,307,396$71.6M1.71%
ISHARES NATIONAL MUNI BOND ETFMUB—623,950$67.6M1.61%
SALESFORCE INCCRMTechnology247,009$65.0M1.55%
HONEYWELL INTERNATIONAL INCHONIndustrials303,778$63.7M1.52%
VANGUARD TAX-EXEMPT BOND INDEX FUNDVTEB—1,223,405$62.5M1.49%
APPLIED MATERIALS INCAMATTechnology373,826$60.6M1.45%
JOHNSON & JOHNSONJNJHealthcare386,388$60.6M1.44%
ISHARES US TREASURY BOND ETFGOVT—2,595,831$59.8M1.43%
THERMO FISHER SCIENTIFIC INCTMOHealthcare110,302$58.5M1.40%
BOOKING HOLDINGS INCBKNGIndustrials16,248$57.6M1.37%