Crestwood Advisors Group LLC Portfolio Holdings
Crestwood Advisors Group LLC
- $5.07 Billion
- Q3 2024
Crestwood Advisors Group LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.07 Billion distributed in 534 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $340M, Microsoft Corp with a value of $236M, Amazon Com Inc with a value of $172M, Alphabet Inc. with a value of $126M, and Berkshire Hathaway Inc Class B with a value of $117M.
Examining the 13F form we can see an increase of $337M in the current position value, from $4.74B 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: $1.37 Billion
ETFs: $974 Million
Financial Services: $624 Million
Healthcare: $514 Million
Consumer Cyclical: $514 Million
Industrials: $312 Million
Communication Services: $287 Million
Consumer Defensive: $239 Million
Other: $194 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 534
- Current Value $5.07 Billion
- Prior Value $4.74 Billion
- Filing
- Period Q3 2024
- Filing Date October 30, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 32 stocks
- Additional Purchases 236 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks