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
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