Crestwood Advisors Group LLC Portfolio Holdings
Crestwood Advisors Group LLC
- $5.16 Billion
- Q4 2024
Crestwood Advisors Group LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.16 Billion distributed in 563 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $365M, Microsoft Corp with a value of $234M, Amazon Com Inc with a value of $207M, Alphabet Inc. with a value of $146M, and Berkshire Hathaway Inc Class B with a value of $116M.
Examining the 13F form we can see an increase of $87.4M in the current position value, from $5.07B to 5.16B.
Below you can find more details about Crestwood Advisors Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.16 Billion
Technology: $1.39 Billion
ETFs: $991 Million
Financial Services: $714 Million
Consumer Cyclical: $548 Million
Healthcare: $430 Million
Communication Services: $349 Million
Industrials: $304 Million
Consumer Defensive: $228 Million
Other: $162 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 563
- Current Value $5.16 Billion
- Prior Value $5.07 Billion
- Filing
- Period Q4 2024
- Filing Date February 04, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 38 stocks
- Additional Purchases 247 stocks
- Sold out of 0 stocks
- Reduced holdings in 142 stocks