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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$141B
$8.64 Million 0.16% of portfolio
80,443
Q2 2025 Reduced 1.2%
$0
$8.64 Million 0.16% of portfolio
337,417
Q2 2025 Reduced 5.39%
$209B
$8.74 Million 0.16% of portfolio
110,446
Q2 2025 Added 0.63%
$301B
$8.76 Million 0.16% of portfolio
22,567
Q2 2025 Reduced 0.54%
$161B
$8.14 Million 0.15% of portfolio
117,205
Q2 2025 Added 1.32%
$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%
$204B
$8.03 Million 0.15% of portfolio
64,714
Q2 2025 Reduced 13.42%
$273B
$7.57 Million 0.14% of portfolio
25,692
Q2 2025 Added 4.28%
$119B
$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%
$3.09B
$6.06 Million 0.11% of portfolio
96,293
Q2 2025 Reduced 0.22%
$82.8B
$6.07 Million 0.11% of portfolio
45,536
Q2 2025 Added 2.54%
$21.8B
$5.41 Million 0.1% of portfolio
75,168
Q2 2025 Reduced 1.53%
$276B
$5.56 Million 0.1% of portfolio
56,856
Q2 2025 Added 3.42%
$154B
$5.41 Million 0.1% of portfolio
15,165
Q2 2025 Added 0.58%
$0
$5.52 Million 0.1% of portfolio
18,160
Q2 2025 Reduced 0.59%
$490B
$5.29 Million 0.1% of portfolio
3,954
Q2 2025 Added 5.19%
$206B
$5.34 Million 0.1% of portfolio
46,251
Q2 2025 Reduced 0.58%
$331B
$5.09 Million 0.09% of portfolio
63,546
Q2 2025 Reduced 0.76%
$0
$4.98 Million 0.09% of portfolio
8,795
Q2 2025 Added 200.48%
$77.6B
$5.03 Million 0.09% of portfolio
74,603
Q2 2025 Added 1.38%
$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%
$82.2B
$4.87 Million 0.09% of portfolio
22,052
Q2 2025 Reduced 2.42%
$0
$5.06 Million 0.09% of portfolio
230,327
Q2 2025 Added 15.04%
$17.7B
$4.26 Million 0.08% of portfolio
81,675
Q2 2025 Reduced 29.54%
$34.5B
$4.53 Million 0.08% of portfolio
35,151
Q2 2025 Added 6.16%
$61.9B
$4.3 Million 0.08% of portfolio
35,964
Q2 2025 Added 0.13%
$73.4B
$4.49 Million 0.08% of portfolio
16,654
Q2 2025 Reduced 3.37%
$109B
$4.47 Million 0.08% of portfolio
10,043
Q2 2025 Reduced 2.26%
$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%
$92.8B
$4.15 Million 0.08% of portfolio
45,287
Q2 2025 Reduced 3.58%
$33.3B
$4.35 Million 0.08% of portfolio
26,562
Q2 2025 Added 1.9%
$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%
$263M
$3.97 Million 0.07% of portfolio
826,390
Q4 2021 Reduced 4.29%
$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%
$2.34B
$3.66 Million 0.07% of portfolio
100,729
Q2 2025 Reduced -0.0%
$0
$3.75 Million 0.07% of portfolio
17,374
Q2 2025 Added 4.25%
$260B
$3.9 Million 0.07% of portfolio
26,694
Q2 2025 Added 2.73%
$48.4B
$3.54 Million 0.07% of portfolio
25,233
Q2 2025 Reduced 1.19%

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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