Crestwood Advisors Group LLC Portfolio Holdings

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

Crestwood Advisors Group LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.73 Billion distributed in 679 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $358M, Microsoft Corp with a value of $287M, Amazon Com Inc with a value of $210M, Alphabet Inc. with a value of $192M, and Ishares Core S&P 500 ETF with a value of $155M.

Examining the 13F form we can see an increase of $327M in the current position value, from $5.4B to 5.73B.

Below you can find more details about Crestwood Advisors Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.73 Billion
Technology: $1.57 Billion
ETFs: $1.2 Billion
Financial Services: $725 Million
Consumer Cyclical: $559 Million
Communication Services: $442 Million
Healthcare: $424 Million
Industrials: $345 Million
Consumer Defensive: $233 Million
Other: $167 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.73 Million 0.05% of portfolio
60,485
Q3 2025 Added 0.52%
$0
$2.84 Million 0.05% of portfolio
36,005
Q3 2025 Reduced 1.73%
$0
$2.71 Million 0.05% of portfolio
14,517
Q3 2025 Added 4.51%
$0
$2.61 Million 0.05% of portfolio
19,229
Q3 2025 Reduced 3.1%
$0
$2.9 Million 0.05% of portfolio
3,887
Q3 2025 Added 4.8%
$0
$2.94 Million 0.05% of portfolio
6,132
Q3 2025 Added 16.67%
$0
$2.67 Million 0.05% of portfolio
19,200
Q3 2025 Reduced 13.74%
$0
$3.02 Million 0.05% of portfolio
52,811
Q3 2025 Added 2.28%
$0
$2.82 Million 0.05% of portfolio
38,484
Q3 2025 Reduced 2.99%
$0
$2.12 Million 0.04% of portfolio
62,552
Q3 2025 Added 0.38%
$0
$2.1 Million 0.04% of portfolio
17,422
Q2 2025 Reduced 4.44%
$0
$2.03 Million 0.04% of portfolio
14,061
Q3 2025 Reduced 2.48%
$0
$2.24 Million 0.04% of portfolio
10,828
Q3 2025 Reduced 0.61%
$130B
$2.39 Million 0.04% of portfolio
6,715
Q3 2025 Added 7.53%
$0
$2.46 Million 0.04% of portfolio
46,861
Q3 2025 Reduced 9.06%
$0
$2.27 Million 0.04% of portfolio
8,837
Q3 2025 Reduced 0.06%
$0
$2.34 Million 0.04% of portfolio
23,375
Q3 2025 Added 2.47%
$0
$1.57 Million 0.03% of portfolio
10,197
Q3 2025 Reduced 5.89%
$0
$1.58 Million 0.03% of portfolio
6,588
Q3 2025 Added 2.41%
$0
$1.99 Million 0.03% of portfolio
25,392
Q3 2025 Reduced 0.13%
$0
$1.71 Million 0.03% of portfolio
17,806
Q2 2025 Added 1.04%
$0
$1.5 Million 0.03% of portfolio
25,047
Q3 2025 Reduced 5.89%
$0
$1.67 Million 0.03% of portfolio
22,613
Q4 2023 Reduced 4.19%
$0
$1.89 Million 0.03% of portfolio
37,010
Q3 2025 New
$0
$1.73 Million 0.03% of portfolio
32,026
Q3 2025 Reduced 9.35%
$0
$1.7 Million 0.03% of portfolio
35,674
Q3 2025 Reduced 80.03%
$0
$1.06 Million 0.02% of portfolio
19,622
Q3 2025 Added 4.34%
$0
$1.31 Million 0.02% of portfolio
44,116
Q3 2025 Added 3.44%
$0
$1.26 Million 0.02% of portfolio
7,678
Q3 2025 Reduced 0.07%
$0
$1 Million 0.02% of portfolio
9,083
Q3 2025 Added 2.15%
$0
$990,000 0.02% of portfolio
8,292
Q3 2025 Reduced 2.68%
$0
$1.06 Million 0.02% of portfolio
33,661
Q3 2025 Reduced 0.6%
$0
$932,000 0.02% of portfolio
11,239
Q3 2025 Reduced 4.25%
$0
$869,000 0.02% of portfolio
18,348
Q3 2025 New
$0
$1.07 Million 0.02% of portfolio
14,371
Q3 2025 Added 8.8%
$0
$1.14 Million 0.02% of portfolio
8,261
Q3 2025 Reduced 2.99%
$0
$888,000 0.02% of portfolio
16,635
Q3 2025 Reduced 8.72%
$0
$1.3 Million 0.02% of portfolio
18,007
Q3 2025 Reduced 1.19%
$0
$678,000 0.01% of portfolio
7,026
Q3 2025 Added 36.99%
$0
$856,000 0.01% of portfolio
15,014
Q3 2025 Added 43.22%
$0
$824,000 0.01% of portfolio
4,052
Q3 2025 Added 28.27%
$0
$293,000 0.01% of portfolio
3,863
Q3 2025 Reduced 2.7%
$0
$558,000 0.01% of portfolio
4,252
Q2 2025 Reduced 2.25%
$0
$553,000 0.01% of portfolio
2,041
Q3 2025 Reduced 8.97%
$0
$351,000 0.01% of portfolio
12,609
Q3 2025 Reduced 2.05%
$0
$400,000 0.01% of portfolio
4,927
Q3 2025 Reduced 0.3%
$0
$488,000 0.01% of portfolio
20,986
Q2 2025 Added 1.61%
$65.3B
$635,000 0.01% of portfolio
8,729
Q2 2025 Reduced 0.46%
$0
$629,000 0.01% of portfolio
19,046
Q3 2025 Reduced 3.05%

Summary

  • Portfolio
  • No. of Stocks 679
  • Current Value $5.73 Billion
  • Prior Value $5.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 55 stocks
  • Additional Purchases 268 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 211 stocks
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