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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.5B
$85.4 Million 1.58% of portfolio
682,277
Q2 2025 Added 4.09%
$123B
$75.8 Million 1.4% of portfolio
506,969
Q2 2025 Reduced 0.04%
$146B
$73.4 Million 1.36% of portfolio
315,230
Q2 2025 Reduced 10.7%
$72.7B
$70.3 Million 1.3% of portfolio
264,038
Q2 2025 Reduced 1.4%
$150B
$65.1 Million 1.21% of portfolio
329,621
Q2 2025 Added 2.63%
$162B
$63.6 Million 1.18% of portfolio
347,621
Q2 2025 Reduced 0.86%
$155B
$61 Million 1.13% of portfolio
494,286
Q2 2025 Reduced 0.78%
$150B
$60.7 Million 1.12% of portfolio
202,989
Q2 2025 Reduced 2.43%
$25.8B
$60 Million 1.11% of portfolio
463,638
Q2 2025 Reduced 0.99%
$127B
$52.2 Million 0.97% of portfolio
189,416
Q2 2025 Reduced 0.67%
$55.1B
$50.7 Million 0.94% of portfolio
89,392
Q2 2025 Reduced 0.61%
$157B
$50.3 Million 0.93% of portfolio
129,998
Q2 2025 Reduced 10.81%
$99.2B
$47.2 Million 0.87% of portfolio
171,301
Q2 2025 Added 40.15%
$133B
$46.6 Million 0.86% of portfolio
52,055
Q2 2025 Reduced 1.25%
$66.5B
$43.8 Million 0.81% of portfolio
443,071
Q2 2025 Reduced 0.29%
$182B
$42.2 Million 0.78% of portfolio
80,020
Q2 2025 Reduced 0.05%
$187B
$38.6 Million 0.72% of portfolio
95,309
Q2 2025 Reduced 15.53%
$56B
$38.5 Million 0.71% of portfolio
101,768
Q2 2025 Reduced 1.39%
$17.3B
$36 Million 0.67% of portfolio
474,778
Q2 2025 Reduced 2.67%
$59.7B
$36 Million 0.67% of portfolio
1,224,050
Q2 2025 Reduced 0.54%
$177B
$36.1 Million 0.67% of portfolio
185,353
Q2 2025 Added 90.16%
$70.1B
$32.9 Million 0.61% of portfolio
210,665
Q2 2025 Reduced 2.19%
$92.8B
$29.5 Million 0.55% of portfolio
85,911
Q2 2025 Reduced 1.84%
$29.1B
$28.7 Million 0.53% of portfolio
24,407
Q2 2025 Added 0.24%
$63.5B
$27.5 Million 0.51% of portfolio
272,497
Q2 2025 Added 68.52%
$63.6B
$26.7 Million 0.49% of portfolio
35,478
Q2 2025 Added 0.06%
$101B
$21.6 Million 0.4% of portfolio
98,812
Q2 2025 Reduced 0.03%
$142B
$20.5 Million 0.38% of portfolio
51,730
Q2 2025 Reduced 12.12%
$57.8B
$18.2 Million 0.34% of portfolio
83,242
Q2 2025 Reduced 0.44%
$34.5B
$17.7 Million 0.33% of portfolio
112,612
Q2 2025 Reduced 14.06%
$11.9B
$18.1 Million 0.33% of portfolio
201,193
Q2 2025 Reduced 3.26%
$52.5B
$15.5 Million 0.29% of portfolio
75,969
Q2 2025 Reduced 2.57%
$27.4B
$14.1 Million 0.26% of portfolio
86,607
Q2 2025 Reduced 25.28%
$47.6B
$13.8 Million 0.26% of portfolio
176,541
Q2 2025 Reduced 1.11%
$56.9B
$13.3 Million 0.25% of portfolio
415,661
Q2 2025 Added 0.22%
$70.4B
$13.8 Million 0.25% of portfolio
219,274
Q2 2025 Reduced 0.88%
$12.1B
$13.2 Million 0.24% of portfolio
127,406
Q2 2025 Added 0.15%
$179B
$12.4 Million 0.23% of portfolio
136,242
Q2 2025 Reduced 78.74%
$102B
$11.8 Million 0.22% of portfolio
27,055
Q2 2025 Reduced 0.25%
$172B
$11.4 Million 0.21% of portfolio
11,053
Q2 2025 Added 1.23%
$22.4B
$10.5 Million 0.19% of portfolio
109,510
Q2 2025 Reduced 0.27%
$119B
$9.72 Million 0.18% of portfolio
40,841
Q2 2025 Reduced 1.37%
$147B
$8.64 Million 0.16% of portfolio
80,443
Q2 2025 Reduced 1.2%
$141B
$8.14 Million 0.15% of portfolio
117,205
Q2 2025 Added 1.32%
$141B
$7.42 Million 0.14% of portfolio
208,035
Q2 2025 Reduced 1.65%
$14.4B
$6.57 Million 0.12% of portfolio
72,320
Q2 2025 Reduced 1.2%
$23.8B
$6.6 Million 0.12% of portfolio
393,926
Q2 2025 Reduced 0.3%
$78.6B
$6.07 Million 0.11% of portfolio
45,536
Q2 2025 Added 2.54%
$23.7B
$5.41 Million 0.1% of portfolio
75,168
Q2 2025 Reduced 1.53%

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
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email