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
$250B
$2.28 Million 0.04% of portfolio
16,155
Q2 2025 Added 23.23%
$75.3B
$2.19 Million 0.04% of portfolio
6,125
Q2 2025 Reduced 36.26%
$80B
$2.14 Million 0.04% of portfolio
8,645
Q2 2025 Reduced 15.53%
$0
$1.95 Million 0.04% of portfolio
6,813
Q2 2025 Reduced 4.42%
$124B
$1.52 Million 0.03% of portfolio
4,931
Q2 2025 Added 5.95%
$96.6B
$1.66 Million 0.03% of portfolio
2,370
Q2 2025 Added 0.98%
$66.3B
$1.61 Million 0.03% of portfolio
20,816
Q2 2025 Reduced 10.76%
$89.4B
$1.38 Million 0.03% of portfolio
2,756
Q2 2025 Added 3.92%
$17B
$1.81 Million 0.03% of portfolio
4,460
Q2 2025 Reduced 3.48%
$24.4B
$1.48 Million 0.03% of portfolio
6,178
Q2 2025 Reduced 0.18%
$0
$1.85 Million 0.03% of portfolio
25,425
Q2 2025 Added 15.18%
$0
$1.4 Million 0.03% of portfolio
6,433
Q2 2025 Reduced 0.48%
$1.27T
$1.53 Million 0.03% of portfolio
6,740
Q2 2025 Added 20.29%
$0
$1.52 Million 0.03% of portfolio
22,613
Q4 2023 Reduced 4.19%
$31.6B
$1.6 Million 0.03% of portfolio
19,248
Q2 2025 Added 2.48%
$16.6B
$1.64 Million 0.03% of portfolio
29,239
Q2 2025 Reduced 0.02%
$9.81B
$1.47 Million 0.03% of portfolio
17,052
Q2 2025 Reduced 5.53%
$14.6B
$1.62 Million 0.03% of portfolio
15,048
Q2 2025 Reduced 5.54%
$0
$1.6 Million 0.03% of portfolio
10,835
Q2 2025 Reduced 4.92%
$8.46B
$1.4 Million 0.03% of portfolio
13,736
Q2 2025 Reduced 5.07%
$57.4B
$1.46 Million 0.03% of portfolio
5,982
Q2 2025 Reduced 5.74%
$94.4B
$1.78 Million 0.03% of portfolio
25,002
Q2 2025 Reduced 5.77%
$153B
$1.65 Million 0.03% of portfolio
3,251
Q2 2025 Added 4.27%
$0
$1.62 Million 0.03% of portfolio
17,806
Q2 2025 Added 1.04%
$150B
$1.76 Million 0.03% of portfolio
15,912
Q2 2025 Added 6.38%
$245B
$1.38 Million 0.03% of portfolio
4,419
Q2 2025 Reduced 17.51%
$87.3B
$1.4 Million 0.03% of portfolio
9,202
Q2 2025 Added 0.39%
$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%
$23.5B
$1.75 Million 0.03% of portfolio
2,953
Q2 2025 Reduced 5.35%
$95.6B
$1.62 Million 0.03% of portfolio
7,088
Q2 2025 Added 12.49%
$2.48B
$1.78 Million 0.03% of portfolio
19,245
Q2 2025 Reduced 6.39%
$42.5B
$1.44 Million 0.03% of portfolio
7,968
Q2 2025 Reduced 5.38%
$0
$1.85 Million 0.03% of portfolio
35,331
Q2 2025 Reduced 0.09%
$83.2B
$1.09 Million 0.02% of portfolio
5,103
Q2 2025 Added 26.78%
$0
$879,000 0.02% of portfolio
18,224
Q2 2025 Added 4.48%
$43.1B
$1.02 Million 0.02% of portfolio
4,267
Q2 2025 Reduced 3.42%
$142B
$916,000 0.02% of portfolio
3,433
Q2 2025 Added 2.85%
$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%
$7.83B
$1.27 Million 0.02% of portfolio
12,104
Q2 2025 Reduced 5.16%
$0
$1.22 Million 0.02% of portfolio
42,647
Q2 2025 Added 3.03%
$203B
$869,000 0.02% of portfolio
30,059
Q2 2025 Added 18.48%
$2.41B
$1.09 Million 0.02% of portfolio
33,907
Q2 2025 Reduced 4.64%
$0
$883,000 0.02% of portfolio
11,619
Q2 2025 Added 0.32%
$258B
$939,000 0.02% of portfolio
13,341
Q2 2025 Reduced 7.55%
$282B
$1.25 Million 0.02% of portfolio
8,792
Q2 2025 Added 0.02%
$3.9B
$1.08 Million 0.02% of portfolio
26,424
Q2 2025 Added 0.0%
$49.5B
$1.12 Million 0.02% of portfolio
6,989
Q2 2025 Reduced 12.25%

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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