Crestwood Advisors Group LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.5 Billion distributed in 506 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $261M, Apple Inc. with a value of $250M, Amazon Com Inc with a value of $142M, Alphabet Inc. with a value of $107M, and Berkshire Hathaway Inc Class B with a value of $102M.

Examining the 13F form we can see an increase of $258M in the current position value, from $4.24B to 4.5B.

Below you can find more details about Crestwood Advisors Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.5 Billion
Technology: $1.25 Billion
ETFs: $839 Million
Financial Services: $564 Million
Consumer Cyclical: $466 Million
Healthcare: $448 Million
Industrials: $290 Million
Consumer Defensive: $238 Million
Communication Services: $215 Million
Other: $191 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 506
  • Current Value $4.5 Billion
  • Prior Value $4.24 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 31 stocks
  • Additional Purchases 216 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 135 stocks
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