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
$8.46B
$1.4 Million 0.03% of portfolio
13,736
Q2 2025 Reduced 5.07%
$57.4B
$1.46 Million 0.03% of portfolio
5,982
Q2 2025 Reduced 5.74%
$94.4B
$1.78 Million 0.03% of portfolio
25,002
Q2 2025 Reduced 5.77%
$153B
$1.65 Million 0.03% of portfolio
3,251
Q2 2025 Added 4.27%
$150B
$1.76 Million 0.03% of portfolio
15,912
Q2 2025 Added 6.38%
$245B
$1.38 Million 0.03% of portfolio
4,419
Q2 2025 Reduced 17.51%
$87.3B
$1.4 Million 0.03% of portfolio
9,202
Q2 2025 Added 0.39%
$23.5B
$1.75 Million 0.03% of portfolio
2,953
Q2 2025 Reduced 5.35%
$95.6B
$1.62 Million 0.03% of portfolio
7,088
Q2 2025 Added 12.49%
$2.48B
$1.78 Million 0.03% of portfolio
19,245
Q2 2025 Reduced 6.39%
$42.5B
$1.44 Million 0.03% of portfolio
7,968
Q2 2025 Reduced 5.38%
$83.2B
$1.09 Million 0.02% of portfolio
5,103
Q2 2025 Added 26.78%
$43.1B
$1.02 Million 0.02% of portfolio
4,267
Q2 2025 Reduced 3.42%
$142B
$916,000 0.02% of portfolio
3,433
Q2 2025 Added 2.85%
$7.83B
$1.27 Million 0.02% of portfolio
12,104
Q2 2025 Reduced 5.16%
$203B
$869,000 0.02% of portfolio
30,059
Q2 2025 Added 18.48%
$258B
$939,000 0.02% of portfolio
13,341
Q2 2025 Reduced 7.55%
$282B
$1.25 Million 0.02% of portfolio
8,792
Q2 2025 Added 0.02%
$3.9B
$1.08 Million 0.02% of portfolio
26,424
Q2 2025 Added 0.0%
$49.5B
$1.12 Million 0.02% of portfolio
6,989
Q2 2025 Reduced 12.25%
$31.7B
$1.12 Million 0.02% of portfolio
10,093
Q2 2025 Added 1.71%
$185B
$917,000 0.02% of portfolio
10,780
Q2 2025 Reduced 0.35%
$7.73B
$917,000 0.02% of portfolio
7,157
Q2 2025 Reduced 6.2%
$97B
$1.16 Million 0.02% of portfolio
3,778
Q2 2025 Added 1.34%
$36.2B
$1.27 Million 0.02% of portfolio
8,294
Q2 2025 Reduced 1.06%
$26.1B
$1.34 Million 0.02% of portfolio
669
Q2 2025 Reduced 0.3%
$4.34B
$1.16 Million 0.02% of portfolio
25,995
Q2 2025 Added 0.06%
$4.97B
$1.06 Million 0.02% of portfolio
19,927
Q2 2025 Added 0.51%
$64.4B
$1.15 Million 0.02% of portfolio
4,508
Q2 2025 Added 4.01%
$1.77B
$1.16 Million 0.02% of portfolio
15,108
Q2 2025 Added 0.42%
$48.9B
$1.23 Million 0.02% of portfolio
12,478
Q2 2025 Added 4.58%
$55B
$1.22 Million 0.02% of portfolio
16,658
Q2 2025 Reduced 1.6%
$86.2B
$1.23 Million 0.02% of portfolio
4,203
Q2 2025 Added 9.06%
$118B
$1.27 Million 0.02% of portfolio
21,705
Q2 2025 Added 0.36%
$2.3B
$1.11 Million 0.02% of portfolio
41,345
Q2 2025 Reduced 10.82%
$25B
$996,000 0.02% of portfolio
5,438
Q2 2025 Added 2.7%
$16.1B
$1.01 Million 0.02% of portfolio
15,740
Q2 2025 Reduced 11.22%
$57.5B
$858,000 0.02% of portfolio
8,271
Q2 2025 Reduced 2.06%
$86B
$1.25 Million 0.02% of portfolio
18,165
Q2 2025 Reduced 9.32%
$28.1B
$980,000 0.02% of portfolio
9,294
Q2 2025 Reduced 5.11%
$17.3B
$1.19 Million 0.02% of portfolio
3,814
Q2 2025 Added 0.61%
$11.2B
$950,000 0.02% of portfolio
19,377
Q2 2025 Reduced 1.42%
$23.6B
$377,000 0.01% of portfolio
1,587
Q2 2025 Reduced 2.7%
$314B
$282,000 0.01% of portfolio
1,187
Q2 2025 Reduced 27.4%
$27.8B
$591,000 0.01% of portfolio
14,072
Q2 2025 Added 89.73%
$53.1B
$323,000 0.01% of portfolio
1,317
Q2 2025 Added 43.93%
$75.9B
$671,000 0.01% of portfolio
181
Q2 2025 Added 0.56%
$76.5B
$293,000 0.01% of portfolio
193
Q2 2025 Reduced 3.02%
$12.9B
$685,000 0.01% of portfolio
2,961
Q2 2025 Reduced 0.13%

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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