Crestwood Advisors Group LLC Portfolio Holdings

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q1 2025

Crestwood Advisors Group LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.07 Billion distributed in 606 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $329M, Microsoft Corp with a value of $210M, Amazon Com Inc with a value of $180M, Berkshire Hathaway Inc Class B with a value of $138M, and Alphabet Inc. with a value of $124M.

Examining the 13F form we can see an decrease of $89.5M in the current position value, from $5.16B to 5.07B.

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

Portfolio value $5.07 Billion
Technology: $1.25 Billion
ETFs: $1.05 Billion
Financial Services: $744 Million
Consumer Cyclical: $498 Million
Healthcare: $458 Million
Communication Services: $313 Million
Industrials: $302 Million
Consumer Defensive: $239 Million
Other: $173 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.15B
$1.36 Million 0.03% of portfolio
9,442
Q1 2025 New
$2.42B
$1.36 Million 0.03% of portfolio
46,363
Q1 2025 New
$24B
$1.4 Million 0.03% of portfolio
6,189
Q1 2025 New
$39B
$1.68 Million 0.03% of portfolio
18,763
Q1 2025 Added 2.89%
$8.6B
$1.46 Million 0.03% of portfolio
14,469
Q1 2025 New
$153B
$1.46 Million 0.03% of portfolio
3,118
Q1 2025 Added 7.7%
$90.6B
$1.36 Million 0.03% of portfolio
20,033
Q1 2025 Added 3.37%
$105B
$1.3 Million 0.03% of portfolio
21,627
Q1 2025 Added 3.12%
$89.5B
$1.68 Million 0.03% of portfolio
26,534
Q1 2025 Added 14.94%
$93.9B
$1.46 Million 0.03% of portfolio
6,301
Q1 2025 Added 205.87%
$2.11B
$1.74 Million 0.03% of portfolio
20,559
Q1 2025 New
$257B
$1.41 Million 0.03% of portfolio
16,662
Q1 2025 Added 43.12%
$89.7B
$1.43 Million 0.03% of portfolio
2,347
Q1 2025 Added 11.66%
$2.64B
$1.08 Million 0.02% of portfolio
35,556
Q1 2025 Added 0.0%
$1.17T
$930,000 0.02% of portfolio
5,603
Q1 2025 Added 16.53%
$11.7B
$1.11 Million 0.02% of portfolio
19,656
Q1 2025 Added 6.17%
$14.5B
$1.23 Million 0.02% of portfolio
17,729
Q1 2025 New
$45.4B
$1.25 Million 0.02% of portfolio
11,932
Q1 2025 Added 1.87%
$4.58B
$990,000 0.02% of portfolio
25,980
Q3 2024 Added 15.27%
$19.2B
$780,000 0.02% of portfolio
23,497
Q1 2025 New
$24B
$1.01 Million 0.02% of portfolio
9,794
Q1 2025 New
$26.9B
$1.25 Million 0.02% of portfolio
671
Q1 2025 Reduced 37.58%
$114B
$795,000 0.02% of portfolio
7,578
Q1 2025 Reduced 2.56%
$519M
$1.07 Million 0.02% of portfolio
129,031
Q1 2025 Added 18.34%
$36.5B
$833,000 0.02% of portfolio
8,399
Q1 2025 Added 4.34%
$229B
$903,000 0.02% of portfolio
8,790
Q1 2025 Added 42.0%
$59.3B
$1.03 Million 0.02% of portfolio
4,334
Q1 2025 Reduced 2.65%
$33B
$1.16 Million 0.02% of portfolio
8,383
Q1 2025 Added 322.96%
$25.7B
$930,000 0.02% of portfolio
5,295
Q1 2025 Added 0.3%
$3.94B
$1.01 Million 0.02% of portfolio
26,423
Q1 2025 Reduced 90.83%
$80.1B
$1.05 Million 0.02% of portfolio
3,854
Q1 2025 Added 12.2%
$4.9B
$953,000 0.02% of portfolio
19,825
Q1 2025 Added 0.67%
$11.3B
$939,000 0.02% of portfolio
18,051
Q1 2025 New
$61.2B
$1.07 Million 0.02% of portfolio
16,929
Q1 2025 Added 7.76%
$28.2B
$1.14 Million 0.02% of portfolio
9,923
Q1 2025 Added 2.34%
$253B
$1.06 Million 0.02% of portfolio
14,431
Q1 2025 Added 26.93%
$98.4B
$950,000 0.02% of portfolio
15,583
Q1 2025 Added 38.43%
$84.5B
$948,000 0.02% of portfolio
3,728
Q1 2025 Added 393.12%
$165B
$767,000 0.02% of portfolio
10,818
Q1 2025 Added 14.2%
$605M
$809,000 0.02% of portfolio
25,261
Q1 2025 New
$156B
$944,000 0.02% of portfolio
3,338
Q1 2025 Added 5.57%
$48.2B
$1.03 Million 0.02% of portfolio
4,418
Q1 2025 Added 5.95%
$8.87B
$1.13 Million 0.02% of portfolio
12,762
Q1 2025 New
$44.4B
$1.15 Million 0.02% of portfolio
7,965
Q1 2025 New
$53.3B
$922,000 0.02% of portfolio
8,445
Q1 2025 Added 6.63%
$22.6B
$270,000 0.01% of portfolio
1,316
Q1 2025 New
$133B
$282,000 0.01% of portfolio
4,712
Q1 2025 Added 10.33%
$17.7B
$262,000 0.01% of portfolio
987
Q1 2025 Added 20.51%
$54.4B
$313,000 0.01% of portfolio
1,514
Q1 2025 Added 23.09%

Summary

  • Portfolio
  • No. of Stocks 606
  • Current Value $5.07 Billion
  • Prior Value $5.16 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 56 stocks
  • Additional Purchases 242 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 169 stocks
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email