Crestwood Advisors Group LLC Portfolio Holdings
Crestwood Advisors Group LLC
- $4.74 Billion
- Q2 2024
Crestwood Advisors Group LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $4.74 Billion distributed in 513 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $306M, Microsoft Corp with a value of $282M, Amazon Com Inc with a value of $162M, Alphabet Inc. with a value of $134M, and Berkshire Hathaway Inc Class B with a value of $99.9M.
Examining the 13F form we can see an increase of $236M in the current position value, from $4.5B to 4.74B.
Below you can find more details about Crestwood Advisors Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.74 Billion
Technology: $1.39 Billion
ETFs: $841 Million
Financial Services: $551 Million
Consumer Cyclical: $489 Million
Healthcare: $474 Million
Industrials: $294 Million
Communication Services: $247 Million
Consumer Defensive: $241 Million
Other: $173 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 513
- Current Value $4.74 Billion
- Prior Value $4.5 Billion
- Filing
- Period Q2 2024
- Filing Date August 01, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 28 stocks
- Additional Purchases 164 stocks
- Sold out of 0 stocks
- Reduced holdings in 196 stocks