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
$30.7B
$1.12 Million 0.02% of portfolio
10,093
Q2 2025 Added 1.71%
$197B
$917,000 0.02% of portfolio
10,780
Q2 2025 Reduced 0.35%
$7.73B
$917,000 0.02% of portfolio
7,157
Q2 2025 Reduced 6.2%
$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%
$92B
$1.16 Million 0.02% of portfolio
3,778
Q2 2025 Added 1.34%
$34.2B
$1.27 Million 0.02% of portfolio
8,294
Q2 2025 Reduced 1.06%
$26.4B
$1.34 Million 0.02% of portfolio
669
Q2 2025 Reduced 0.3%
$0
$1.24 Million 0.02% of portfolio
18,223
Q2 2025 Reduced 10.56%
$3.59B
$1.16 Million 0.02% of portfolio
25,995
Q2 2025 Added 0.06%
$0
$1.09 Million 0.02% of portfolio
8,516
Q2 2025 Reduced 73.37%
$4.48B
$1.06 Million 0.02% of portfolio
19,927
Q2 2025 Added 0.51%
$65.3B
$1.15 Million 0.02% of portfolio
4,508
Q2 2025 Added 4.01%
$0
$1.01 Million 0.02% of portfolio
8,520
Q2 2025 Added 3.64%
$1.82B
$1.16 Million 0.02% of portfolio
15,108
Q2 2025 Added 0.42%
$42.1B
$1.23 Million 0.02% of portfolio
12,478
Q2 2025 Added 4.58%
$93.9B
$1.23 Million 0.02% of portfolio
4,203
Q2 2025 Added 9.06%
$102B
$1.27 Million 0.02% of portfolio
21,705
Q2 2025 Added 0.36%
$2.46B
$1.11 Million 0.02% of portfolio
41,345
Q2 2025 Reduced 10.82%
$25B
$996,000 0.02% of portfolio
5,438
Q2 2025 Added 2.7%
$0
$1.16 Million 0.02% of portfolio
7,683
Q2 2025 Added 15.22%
$14.4B
$1.01 Million 0.02% of portfolio
15,740
Q2 2025 Reduced 11.22%
$0
$883,000 0.02% of portfolio
18,152
Q2 2025 Added 52.85%
$61.6B
$858,000 0.02% of portfolio
8,271
Q2 2025 Reduced 2.06%
$103B
$1.25 Million 0.02% of portfolio
18,165
Q2 2025 Reduced 9.32%
$27.1B
$980,000 0.02% of portfolio
9,294
Q2 2025 Reduced 5.11%
$18B
$1.19 Million 0.02% of portfolio
3,814
Q2 2025 Added 0.61%
$10.2B
$950,000 0.02% of portfolio
19,377
Q2 2025 Reduced 1.42%
$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%
$20.2B
$377,000 0.01% of portfolio
1,587
Q2 2025 Reduced 2.7%
$253B
$282,000 0.01% of portfolio
1,187
Q2 2025 Reduced 27.4%
$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%
$23.5B
$591,000 0.01% of portfolio
14,072
Q2 2025 Added 89.73%
$53.1B
$323,000 0.01% of portfolio
1,317
Q2 2025 Added 43.93%
$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%
$67.9B
$671,000 0.01% of portfolio
181
Q2 2025 Added 0.56%
$70.5B
$293,000 0.01% of portfolio
193
Q2 2025 Reduced 3.02%
$11.1B
$685,000 0.01% of portfolio
2,961
Q2 2025 Reduced 0.13%
$48.7B
$468,000 0.01% of portfolio
8,294
Q2 2025 Added 5.36%
$37.6B
$318,000 0.01% of portfolio
3,218
Q2 2025 Reduced 1.35%
$22.9B
$677,000 0.01% of portfolio
4,871
Q2 2025 Reduced 0.65%
$0
$631,000 0.01% of portfolio
5,765
Q2 2025 Reduced 0.29%
$62.7B
$431,000 0.01% of portfolio
1,611
Q2 2025 Reduced 0.37%
$21.9B
$349,000 0.01% of portfolio
6,673
Q2 2025 Reduced 4.4%
$4.28B
$345,000 0.01% of portfolio
5,847
Q2 2024 New
$64.8B
$457,000 0.01% of portfolio
4,397
Q2 2025 Added 13.27%

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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