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
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