Crestwood Advisors Group LLC Portfolio Holdings

Crestwood Advisors Group LLC

  • $5.4 Billion
  • Q2 2025

Crestwood Advisors Group LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.4 Billion distributed in 640 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $298M, Microsoft Corp with a value of $279M, Amazon Com Inc with a value of $214M, Meta Platforms, Inc. with a value of $145M, and Alphabet Inc. with a value of $141M.

Examining the 13F form we can see an increase of $330M in the current position value, from $5.07B to 5.4B.

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

Portfolio value $5.4 Billion
Technology: $1.44 Billion
ETFs: $1.1 Billion
Financial Services: $742 Million
Consumer Cyclical: $563 Million
Healthcare: $402 Million
Communication Services: $375 Million
Industrials: $329 Million
Consumer Defensive: $236 Million
Other: $167 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$298 Million 5.52% of portfolio
1,454,270
Q2 2025 Reduced 1.84%
$3.95T
$279 Million 5.16% of portfolio
560,324
Q2 2025 Added 0.23%
$2.26T
$214 Million 3.97% of portfolio
977,228
Q2 2025 Added 3.21%
$1.78T
$145 Million 2.68% of portfolio
196,093
Q2 2025 Added 1.95%
$1.21T
$141 Million 2.62% of portfolio
801,881
Q2 2025 Added 0.34%
$621B
$126 Million 2.34% of portfolio
260,158
Q2 2025 Added 0.47%
$551B
$122 Million 2.26% of portfolio
343,454
Q2 2025 Reduced 0.14%
$217B
$115 Million 2.13% of portfolio
19,901
Q2 2025 Reduced 0.68%
$456B
$90.7 Million 1.68% of portfolio
573,917
Q2 2025 Added 16.18%
$79.5B
$85.4 Million 1.58% of portfolio
682,277
Q2 2025 Added 4.09%
$232B
$81.3 Million 1.5% of portfolio
298,132
Q2 2025 Reduced 0.48%
$123B
$75.8 Million 1.4% of portfolio
506,969
Q2 2025 Reduced 0.04%
$439B
$74.3 Million 1.38% of portfolio
75,100
Q2 2025 Reduced 1.92%
$146B
$73.4 Million 1.36% of portfolio
315,230
Q2 2025 Reduced 10.7%
$859B
$72.8 Million 1.35% of portfolio
250,958
Q2 2025 Reduced 0.29%
$72.7B
$70.3 Million 1.3% of portfolio
264,038
Q2 2025 Reduced 1.4%
$150B
$65.1 Million 1.21% of portfolio
329,621
Q2 2025 Added 2.63%
$1.24T
$64.6 Million 1.2% of portfolio
364,278
Q2 2025 Reduced 0.21%
$162B
$63.6 Million 1.18% of portfolio
347,621
Q2 2025 Reduced 0.86%
$155B
$61 Million 1.13% of portfolio
494,286
Q2 2025 Reduced 0.78%
$150B
$60.7 Million 1.12% of portfolio
202,989
Q2 2025 Reduced 2.43%
$25.8B
$60 Million 1.11% of portfolio
463,638
Q2 2025 Reduced 0.99%
$127B
$52.2 Million 0.97% of portfolio
189,416
Q2 2025 Reduced 0.67%
$55.1B
$50.7 Million 0.94% of portfolio
89,392
Q2 2025 Reduced 0.61%
$157B
$50.3 Million 0.93% of portfolio
129,998
Q2 2025 Reduced 10.81%
$99.2B
$47.2 Million 0.87% of portfolio
171,301
Q2 2025 Added 40.15%
$133B
$46.6 Million 0.86% of portfolio
52,055
Q2 2025 Reduced 1.25%
$66.5B
$43.8 Million 0.81% of portfolio
443,071
Q2 2025 Reduced 0.29%
$684B
$42 Million 0.78% of portfolio
192,186
Q2 2025 Added 5.29%
$182B
$42.2 Million 0.78% of portfolio
80,020
Q2 2025 Reduced 0.05%
$548B
$41.4 Million 0.77% of portfolio
73,629
Q2 2025 Added 18.61%
$423B
$40.1 Million 0.74% of portfolio
55
Q2 2025 Reduced 1.79%
$173B
$39.1 Million 0.72% of portfolio
245,350
Q2 2025 Added 0.23%
$187B
$38.6 Million 0.72% of portfolio
95,309
Q2 2025 Reduced 15.53%
$56B
$38.5 Million 0.71% of portfolio
101,768
Q2 2025 Reduced 1.39%
$452B
$37.7 Million 0.7% of portfolio
246,559
Q2 2025 Reduced 34.78%
$17.3B
$36 Million 0.67% of portfolio
474,778
Q2 2025 Reduced 2.67%
$59.7B
$36 Million 0.67% of portfolio
1,224,050
Q2 2025 Reduced 0.54%
$177B
$36.1 Million 0.67% of portfolio
185,353
Q2 2025 Added 90.16%
$70.1B
$32.9 Million 0.61% of portfolio
210,665
Q2 2025 Reduced 2.19%
$233B
$33.2 Million 0.61% of portfolio
475,183
Q2 2025 Added 9.89%
$92.8B
$29.5 Million 0.55% of portfolio
85,911
Q2 2025 Reduced 1.84%
$608B
$28.7 Million 0.53% of portfolio
36,856
Q2 2025 Reduced 0.24%
$29.1B
$28.7 Million 0.53% of portfolio
24,407
Q2 2025 Added 0.24%
$63.5B
$27.5 Million 0.51% of portfolio
272,497
Q2 2025 Added 68.52%
$63.6B
$26.7 Million 0.49% of portfolio
35,478
Q2 2025 Added 0.06%
$368B
$24.9 Million 0.46% of portfolio
156,515
Q2 2025 Reduced 0.81%
$381B
$24.5 Million 0.45% of portfolio
517,737
Q2 2025 Added 0.26%
$351B
$21.9 Million 0.41% of portfolio
118,089
Q2 2025 Reduced 0.84%

Summary

  • Portfolio
  • No. of Stocks 640
  • Current Value $5.4 Billion
  • Prior Value $5.07 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 230 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 232 stocks
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