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 ETFs Only
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