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
$1.48T
$3.63 Million 0.07% of portfolio
11,423
Q2 2025 Added 25.35%
$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%
$159B
$2.97 Million 0.06% of portfolio
10,652
Q2 2025 Reduced 1.12%
$224B
$3.51 Million 0.06% of portfolio
19,279
Q2 2025 Added 3.58%
$138B
$3.47 Million 0.06% of portfolio
143,000
Q2 2025 Added 5.03%
$0
$3.26 Million 0.06% of portfolio
11,455
Q2 2025 Reduced 2.09%
$38.8B
$3.04 Million 0.06% of portfolio
29,616
Q2 2025 Reduced 8.89%
$62.5B
$3.25 Million 0.06% of portfolio
35,796
Q2 2025 Added 0.49%
$16.4B
$3.31 Million 0.06% of portfolio
43,338
Q2 2025 Reduced 13.9%
$337B
$3.35 Million 0.06% of portfolio
13,024
Q2 2025 Added 0.05%
$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%
$0
$2.55 Million 0.05% of portfolio
51,532
Q2 2025 Reduced 1.95%
$0
$2.81 Million 0.05% of portfolio
51,634
Q2 2025 Reduced 23.97%
$2.84B
$2.53 Million 0.05% of portfolio
16,388
Q2 2025 Reduced 5.38%
$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%
$471M
$2.75 Million 0.05% of portfolio
97,160
Q2 2025 Added 2.12%
$0
$2.49 Million 0.05% of portfolio
60,172
Q2 2025 Added 2.45%
$16.7B
$2.52 Million 0.05% of portfolio
98,173
Q2 2025 Reduced 3.23%
$407B
$2.49 Million 0.05% of portfolio
18,280
Q2 2025 Added 9.71%
$0
$2.45 Million 0.05% of portfolio
13,890
Q2 2025 Added 0.22%
$81.3B
$2.5 Million 0.05% of portfolio
13,628
Q2 2025 Added 9.82%
$192B
$2.64 Million 0.05% of portfolio
4,855
Q2 2025 Added 4.77%
$0
$2.3 Million 0.04% of portfolio
5,256
Q2 2025 Added 0.75%
$65.3B
$2.04 Million 0.04% of portfolio
4,860
Q2 2025 Added 8.8%
$146B
$2.03 Million 0.04% of portfolio
9,163
Q2 2025 Added 0.11%
$800M
$2.1 Million 0.04% of portfolio
53,565
Q2 2023 Added 6.82%
$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%
$128B
$2.31 Million 0.04% of portfolio
4,991
Q2 2025 Added 3.18%
$37.8B
$2.12 Million 0.04% of portfolio
26,002
Q2 2025 Added 3.85%
$4.1B
$2.35 Million 0.04% of portfolio
14,218
Q2 2025 Reduced 0.67%
$42.8B
$2.02 Million 0.04% of portfolio
19,037
Q2 2025 Added 1.46%
$135B
$2.1 Million 0.04% of portfolio
9,132
Q2 2025 Reduced 7.92%
$13.6B
$2.18 Million 0.04% of portfolio
27,017
Q2 2025 Reduced 9.67%
$119B
$1.97 Million 0.04% of portfolio
3,865
Q2 2025 Added 0.57%
$0
$1.92 Million 0.04% of portfolio
17,422
Q2 2025 Reduced 4.44%
$49.4B
$2.3 Million 0.04% of portfolio
13,213
Q2 2025 Added 4.48%
$270B
$2.34 Million 0.04% of portfolio
7,332
Q2 2025 Added 6.74%
$191B
$2.32 Million 0.04% of portfolio
2,947
Q2 2025 Added 14.22%
$127B
$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%
$5.76B
$2.05 Million 0.04% of portfolio
22,797
Q2 2025 Added 1,345.59%
$0
$2.16 Million 0.04% of portfolio
22,811
Q2 2025 Added 4.4%

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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