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
$2.55 Million 0.05% of portfolio
51,532
Q2 2025 Reduced 1.95%
$0
$2.46 Million 0.05% of portfolio
3,709
Q2 2025 Reduced 0.8%
$0
$2.81 Million 0.05% of portfolio
51,634
Q2 2025 Reduced 23.97%
$0
$2.88 Million 0.05% of portfolio
36,639
Q2 2025 Added 22.55%
$0
$2.52 Million 0.05% of portfolio
19,844
Q2 2025 Reduced 4.02%
$0
$2.83 Million 0.05% of portfolio
39,672
Q2 2025 Added 3.45%
$0
$2.49 Million 0.05% of portfolio
60,172
Q2 2025 Added 2.45%
$0
$2.45 Million 0.05% of portfolio
13,890
Q2 2025 Added 0.22%
$0
$2.3 Million 0.04% of portfolio
5,256
Q2 2025 Added 0.75%
$0
$2.12 Million 0.04% of portfolio
8,842
Q2 2025 Reduced 2.14%
$0
$2.13 Million 0.04% of portfolio
10,894
Q2 2025 Added 1.1%
$0
$1.92 Million 0.04% of portfolio
17,422
Q2 2025 Reduced 4.44%
$116B
$1.9 Million 0.04% of portfolio
6,245
Q2 2025 Added 20.07%
$0
$2.09 Million 0.04% of portfolio
62,314
Q2 2025 Added 1.87%
$0
$2.16 Million 0.04% of portfolio
22,811
Q2 2025 Added 4.4%
$0
$1.95 Million 0.04% of portfolio
6,813
Q2 2025 Reduced 4.42%
$0
$1.4 Million 0.03% of portfolio
6,433
Q2 2025 Reduced 0.48%
$0
$1.52 Million 0.03% of portfolio
22,613
Q4 2023 Reduced 4.19%
$0
$1.6 Million 0.03% of portfolio
10,835
Q2 2025 Reduced 4.92%
$0
$1.62 Million 0.03% of portfolio
17,806
Q2 2025 Added 1.04%
$0
$1.52 Million 0.03% of portfolio
26,615
Q2 2025 Reduced 0.06%
$0
$1.82 Million 0.03% of portfolio
14,419
Q2 2025 Reduced 8.31%
$0
$1.85 Million 0.03% of portfolio
35,331
Q2 2025 Reduced 0.09%
$0
$879,000 0.02% of portfolio
18,224
Q2 2025 Added 4.48%
$0
$1.04 Million 0.02% of portfolio
33,863
Q2 2025 Added 2.34%
$0
$884,000 0.02% of portfolio
8,892
Q2 2025 Reduced 9.29%
$0
$1.22 Million 0.02% of portfolio
42,647
Q2 2025 Added 3.03%
$0
$883,000 0.02% of portfolio
11,619
Q2 2025 Added 0.32%
$0
$930,000 0.02% of portfolio
18,805
Q2 2025 Reduced 0.56%
$0
$972,000 0.02% of portfolio
13,209
Q2 2025 Added 0.9%
$0
$1.24 Million 0.02% of portfolio
18,223
Q2 2025 Reduced 10.56%
$0
$1.09 Million 0.02% of portfolio
8,516
Q2 2025 Reduced 73.37%
$0
$1.01 Million 0.02% of portfolio
8,520
Q2 2025 Added 3.64%
$0
$1.16 Million 0.02% of portfolio
7,683
Q2 2025 Added 15.22%
$0
$883,000 0.02% of portfolio
18,152
Q2 2025 Added 52.85%
$0
$972,000 0.02% of portfolio
11,738
Q2 2025 Reduced 2.27%
$0
$471,000 0.01% of portfolio
5,129
Q2 2025 Added 59.98%
$0
$613,000 0.01% of portfolio
3,159
Q2 2025 Added 1.67%
$0
$398,000 0.01% of portfolio
4,942
Q4 2024 Added 34.84%
$0
$284,000 0.01% of portfolio
3,675
Q4 2024 New
$0
$541,000 0.01% of portfolio
4,252
Q2 2025 Reduced 2.25%
$0
$631,000 0.01% of portfolio
5,765
Q2 2025 Reduced 0.29%
$0
$671,000 0.01% of portfolio
5,434
Q2 2025 Added 16.31%
$0
$433,000 0.01% of portfolio
4,529
Q2 2025 Reduced 16.61%
$0
$383,000 0.01% of portfolio
3,942
Q1 2025 Reduced 0.03%
$0
$300,000 0.01% of portfolio
3,970
Q1 2025 Added 6.92%
$0
$535,000 0.01% of portfolio
2,242
Q2 2025 New
$0
$337,000 0.01% of portfolio
4,129
Q2 2025 Added 2.51%
$0
$310,000 0.01% of portfolio
1,249
Q2 2025 Reduced 24.94%

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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