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
$101B
$21.6 Million 0.4% of portfolio
98,812
Q2 2025 Reduced 0.03%
$142B
$20.5 Million 0.38% of portfolio
51,730
Q2 2025 Reduced 12.12%
$6.6B
$20.3 Million 0.38% of portfolio
131,706
Q2 2025 Added 0.3%
$57.8B
$18.2 Million 0.34% of portfolio
83,242
Q2 2025 Reduced 0.44%
$34.5B
$17.7 Million 0.33% of portfolio
112,612
Q2 2025 Reduced 14.06%
$11.9B
$18.1 Million 0.33% of portfolio
201,193
Q2 2025 Reduced 3.26%
$52.5B
$15.5 Million 0.29% of portfolio
75,969
Q2 2025 Reduced 2.57%
$27.4B
$14.1 Million 0.26% of portfolio
86,607
Q2 2025 Reduced 25.28%
$47.6B
$13.8 Million 0.26% of portfolio
176,541
Q2 2025 Reduced 1.11%
$442B
$13.8 Million 0.25% of portfolio
127,785
Q2 2025 Reduced 2.33%
$56.9B
$13.3 Million 0.25% of portfolio
415,661
Q2 2025 Added 0.22%
$70.4B
$13.8 Million 0.25% of portfolio
219,274
Q2 2025 Reduced 0.88%
$12.1B
$13.2 Million 0.24% of portfolio
127,406
Q2 2025 Added 0.15%
$293B
$12.7 Million 0.24% of portfolio
183,125
Q2 2025 Reduced 0.02%
$229B
$12.3 Million 0.23% of portfolio
90,511
Q2 2025 Reduced 1.42%
$179B
$12.4 Million 0.23% of portfolio
136,242
Q2 2025 Reduced 78.74%
$172B
$11.4 Million 0.21% of portfolio
11,053
Q2 2025 Added 1.23%
$302B
$10.5 Million 0.2% of portfolio
73,666
Q2 2025 Reduced 2.8%
$306B
$10.3 Million 0.19% of portfolio
145,364
Q2 2025 Added 0.26%
$22.4B
$10.5 Million 0.19% of portfolio
109,510
Q2 2025 Reduced 0.27%
$254B
$9.75 Million 0.18% of portfolio
13,778
Q2 2025 Reduced 0.32%
$6.21B
$9.55 Million 0.18% of portfolio
263,314
Q2 2025 Reduced 1.01%
$222B
$9.5 Million 0.18% of portfolio
32,506
Q2 2025 Reduced 1.05%
$119B
$9.72 Million 0.18% of portfolio
40,841
Q2 2025 Reduced 1.37%
$202B
$9.2 Million 0.17% of portfolio
69,639
Q2 2025 Reduced 2.1%
$147B
$8.64 Million 0.16% of portfolio
80,443
Q2 2025 Reduced 1.2%
$203B
$8.74 Million 0.16% of portfolio
110,446
Q2 2025 Added 0.63%
$218B
$8.76 Million 0.16% of portfolio
22,567
Q2 2025 Reduced 0.54%
$141B
$8.14 Million 0.15% of portfolio
117,205
Q2 2025 Added 1.32%
$207B
$8.03 Million 0.15% of portfolio
64,714
Q2 2025 Reduced 13.42%
$210B
$7.57 Million 0.14% of portfolio
25,692
Q2 2025 Added 4.28%
$141B
$7.42 Million 0.14% of portfolio
208,035
Q2 2025 Reduced 1.65%
$14.4B
$6.57 Million 0.12% of portfolio
72,320
Q2 2025 Reduced 1.2%
$23.8B
$6.6 Million 0.12% of portfolio
393,926
Q2 2025 Reduced 0.3%
$3.05B
$6.06 Million 0.11% of portfolio
96,293
Q2 2025 Reduced 0.22%
$78.6B
$6.07 Million 0.11% of portfolio
45,536
Q2 2025 Added 2.54%
$23.7B
$5.41 Million 0.1% of portfolio
75,168
Q2 2025 Reduced 1.53%
$281B
$5.56 Million 0.1% of portfolio
56,856
Q2 2025 Added 3.42%
$145B
$5.41 Million 0.1% of portfolio
15,165
Q2 2025 Added 0.58%
$545B
$5.29 Million 0.1% of portfolio
3,954
Q2 2025 Added 5.19%
$178B
$5.34 Million 0.1% of portfolio
46,251
Q2 2025 Reduced 0.58%
$302B
$5.09 Million 0.09% of portfolio
63,546
Q2 2025 Reduced 0.76%
$84.1B
$5.03 Million 0.09% of portfolio
74,603
Q2 2025 Added 1.38%
$95.3B
$4.87 Million 0.09% of portfolio
22,052
Q2 2025 Reduced 2.42%
$0
$5.06 Million 0.09% of portfolio
230,327
Q2 2025 Added 15.04%
$16.9B
$4.26 Million 0.08% of portfolio
81,675
Q2 2025 Reduced 29.54%
$45.1B
$4.53 Million 0.08% of portfolio
35,151
Q2 2025 Added 6.16%
$69.2B
$4.3 Million 0.08% of portfolio
35,964
Q2 2025 Added 0.13%
$78.8B
$4.49 Million 0.08% of portfolio
16,654
Q2 2025 Reduced 3.37%

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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