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
$99.5B
$4.47 Million 0.08% of portfolio
10,043
Q2 2025 Reduced 2.26%
$108B
$4.15 Million 0.08% of portfolio
45,287
Q2 2025 Reduced 3.58%
$29.9B
$4.35 Million 0.08% of portfolio
26,562
Q2 2025 Added 1.9%
$240M
$3.97 Million 0.07% of portfolio
826,390
Q4 2021 Reduced 4.29%
$1.97B
$3.66 Million 0.07% of portfolio
100,729
Q2 2025 Reduced -0.0%
$229B
$3.9 Million 0.07% of portfolio
26,694
Q2 2025 Added 2.73%
$50.1B
$3.54 Million 0.07% of portfolio
25,233
Q2 2025 Reduced 1.19%
$1.08T
$3.63 Million 0.07% of portfolio
11,423
Q2 2025 Added 25.35%
$152B
$2.97 Million 0.06% of portfolio
10,652
Q2 2025 Reduced 1.12%
$261B
$3.51 Million 0.06% of portfolio
19,279
Q2 2025 Added 3.58%
$138B
$3.47 Million 0.06% of portfolio
143,000
Q2 2025 Added 5.03%
$44.3B
$3.04 Million 0.06% of portfolio
29,616
Q2 2025 Reduced 8.89%
$70.9B
$3.25 Million 0.06% of portfolio
35,796
Q2 2025 Added 0.49%
$16B
$3.31 Million 0.06% of portfolio
43,338
Q2 2025 Reduced 13.9%
$306B
$3.35 Million 0.06% of portfolio
13,024
Q2 2025 Added 0.05%
$3.11B
$2.53 Million 0.05% of portfolio
16,388
Q2 2025 Reduced 5.38%
$19B
$2.52 Million 0.05% of portfolio
98,173
Q2 2025 Reduced 3.23%
$367B
$2.49 Million 0.05% of portfolio
18,280
Q2 2025 Added 9.71%
$102B
$2.5 Million 0.05% of portfolio
13,628
Q2 2025 Added 9.82%
$169B
$2.64 Million 0.05% of portfolio
4,855
Q2 2025 Added 4.77%
$78.6B
$2.04 Million 0.04% of portfolio
4,860
Q2 2025 Added 8.8%
$152B
$2.03 Million 0.04% of portfolio
9,163
Q2 2025 Added 0.11%
$918M
$2.1 Million 0.04% of portfolio
53,565
Q2 2023 Added 6.82%
$113B
$2.31 Million 0.04% of portfolio
4,991
Q2 2025 Added 3.18%
$43.6B
$2.12 Million 0.04% of portfolio
26,002
Q2 2025 Added 3.85%
$4.43B
$2.35 Million 0.04% of portfolio
14,218
Q2 2025 Reduced 0.67%
$40.9B
$2.02 Million 0.04% of portfolio
19,037
Q2 2025 Added 1.46%
$135B
$2.1 Million 0.04% of portfolio
9,132
Q2 2025 Reduced 7.92%
$11.3B
$2.18 Million 0.04% of portfolio
27,017
Q2 2025 Reduced 9.67%
$93.6B
$1.97 Million 0.04% of portfolio
3,865
Q2 2025 Added 0.57%
$48.7B
$2.3 Million 0.04% of portfolio
13,213
Q2 2025 Added 4.48%
$227B
$2.34 Million 0.04% of portfolio
7,332
Q2 2025 Added 6.74%
$201B
$2.32 Million 0.04% of portfolio
2,947
Q2 2025 Added 14.22%
$6.4B
$2.05 Million 0.04% of portfolio
22,797
Q2 2025 Added 1,345.59%
$250B
$2.28 Million 0.04% of portfolio
16,155
Q2 2025 Added 23.23%
$75.3B
$2.19 Million 0.04% of portfolio
6,125
Q2 2025 Reduced 36.26%
$80B
$2.14 Million 0.04% of portfolio
8,645
Q2 2025 Reduced 15.53%
$124B
$1.52 Million 0.03% of portfolio
4,931
Q2 2025 Added 5.95%
$96.6B
$1.66 Million 0.03% of portfolio
2,370
Q2 2025 Added 0.98%
$66.3B
$1.61 Million 0.03% of portfolio
20,816
Q2 2025 Reduced 10.76%
$89.4B
$1.38 Million 0.03% of portfolio
2,756
Q2 2025 Added 3.92%
$17B
$1.81 Million 0.03% of portfolio
4,460
Q2 2025 Reduced 3.48%
$24.4B
$1.48 Million 0.03% of portfolio
6,178
Q2 2025 Reduced 0.18%
$1.27T
$1.53 Million 0.03% of portfolio
6,740
Q2 2025 Added 20.29%
$31.6B
$1.6 Million 0.03% of portfolio
19,248
Q2 2025 Added 2.48%
$16.6B
$1.64 Million 0.03% of portfolio
29,239
Q2 2025 Reduced 0.02%
$7.29B
$1.4 Million 0.03% of portfolio
8,506
Q2 2025 Reduced 9.91%
$9.81B
$1.47 Million 0.03% of portfolio
17,052
Q2 2025 Reduced 5.53%
$14.6B
$1.62 Million 0.03% of portfolio
15,048
Q2 2025 Reduced 5.54%

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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