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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$105 Million 1.94% of portfolio
1,054,561
Q2 2025 Added 3.38%
$0
$80.9 Million 1.5% of portfolio
130,330
Q2 2025 Added 8.04%
$0
$79.5 Million 1.47% of portfolio
3,459,919
Q2 2025 Added 2.24%
$0
$69.5 Million 1.29% of portfolio
1,632,125
Q2 2025 Added 0.85%
$0
$55.4 Million 1.03% of portfolio
410,275
Q2 2025 Added 0.74%
$0
$50.9 Million 0.94% of portfolio
859,938
Q2 2025 Reduced 24.33%
$0
$48.5 Million 0.9% of portfolio
463,776
Q2 2025 Reduced 33.31%
$0
$48.1 Million 0.89% of portfolio
1,227,398
Q2 2025 Added 1.46%
$0
$43 Million 0.8% of portfolio
876,232
Q2 2025 Reduced 33.09%
$0
$42.3 Million 0.78% of portfolio
397,823
Q2 2025 Added 730.75%
$0
$35.5 Million 0.66% of portfolio
424,788
Q2 2025 Added 1.27%
$0
$35.8 Million 0.66% of portfolio
57,962
Q2 2025 Added 0.46%
$0
$31.8 Million 0.59% of portfolio
55,971
Q2 2025 Reduced 1.03%
$0
$28.2 Million 0.52% of portfolio
446,003
Q2 2025 Added 1.29%
$0
$26.3 Million 0.49% of portfolio
268,159
Q2 2025 Reduced 9.87%
$0
$25.3 Million 0.47% of portfolio
407,347
Q2 2025 Added 343.1%
$0
$20.6 Million 0.38% of portfolio
187,775
Q2 2025 Reduced 0.98%
$0
$18 Million 0.33% of portfolio
212,088
Q2 2025 Reduced 28.4%
$0
$15.2 Million 0.28% of portfolio
43,437
Q2 2025 Added 0.08%
$0
$14.2 Million 0.26% of portfolio
25,684
Q2 2025 Added 0.19%
$0
$11.7 Million 0.22% of portfolio
107,494
Q2 2025 Added 8.0%
$0
$10.8 Million 0.2% of portfolio
120,856
Q2 2025 Added 5.58%
$0
$9.3 Million 0.17% of portfolio
51,041
Q2 2025 Reduced 0.79%
$0
$9.27 Million 0.17% of portfolio
175,712
Q2 2025 Added 0.08%
$0
$9.44 Million 0.17% of portfolio
51,630
Q2 2025 Added 9.89%
$0
$8.69 Million 0.16% of portfolio
31,049
Q2 2025 Reduced 0.67%
$0
$8.82 Million 0.16% of portfolio
197,508
Q2 2025 Added 25.26%
$0
$8.64 Million 0.16% of portfolio
337,417
Q2 2025 Reduced 5.39%
$0
$8.01 Million 0.15% of portfolio
33,817
Q2 2025 Added 1.27%
$0
$7.88 Million 0.15% of portfolio
146,840
Q2 2025 Added 3.56%
$0
$8.08 Million 0.15% of portfolio
178,601
Q2 2025 Reduced 19.01%
$0
$5.52 Million 0.1% of portfolio
18,160
Q2 2025 Reduced 0.59%
$0
$4.98 Million 0.09% of portfolio
8,795
Q2 2025 Added 200.48%
$0
$4.79 Million 0.09% of portfolio
52,230
Q2 2025 Added 9.9%
$0
$4.98 Million 0.09% of portfolio
11,721
Q2 2025 Reduced 2.39%
$0
$4.56 Million 0.08% of portfolio
191,382
Q2 2025 Reduced 0.04%
$0
$4.45 Million 0.08% of portfolio
47,355
Q2 2025 Reduced 1.86%
$0
$4.12 Million 0.08% of portfolio
16,264
Q2 2025 Added 4.58%
$0
$3.53 Million 0.07% of portfolio
59,037
Q2 2025 Reduced 4.4%
$0
$3.68 Million 0.07% of portfolio
42,927
Q2 2025 Reduced 0.34%
$0
$3.82 Million 0.07% of portfolio
79,921
Q2 2025 Added 11.44%
$0
$3.75 Million 0.07% of portfolio
17,374
Q2 2025 Added 4.25%
$0
$3.65 Million 0.07% of portfolio
13,180
Q2 2025 Reduced 0.84%
$0
$3.19 Million 0.06% of portfolio
97,804
Q2 2025 Added 2.95%
$0
$3.26 Million 0.06% of portfolio
11,455
Q2 2025 Reduced 2.09%
$0
$3.35 Million 0.06% of portfolio
25,179
Q2 2025 Reduced 3.47%
$0
$3.4 Million 0.06% of portfolio
67,660
Q2 2025 Added 2.7%
$0
$3 Million 0.06% of portfolio
22,258
Q2 2025 Added 32.19%
$0
$2.75 Million 0.05% of portfolio
8,109
Q2 2025 Reduced 1.89%

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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