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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.1 Million 0.61% of portfolio
57,253
Q3 2025 Added 2.29%
$61.6B
$34.5 Million 0.6% of portfolio
1,218,974
Q3 2025 Reduced 0.41%
$55.9B
$33.9 Million 0.59% of portfolio
35,489
Q3 2025 Added 0.03%
$16.4B
$32.2 Million 0.56% of portfolio
481,155
Q3 2025 Added 1.34%
$0
$30.8 Million 0.54% of portfolio
456,717
Q3 2025 Added 2.4%
$31.6B
$30 Million 0.52% of portfolio
24,434
Q3 2025 Added 0.11%
$0
$29.2 Million 0.51% of portfolio
278,394
Q3 2025 Added 3.82%
$0
$28.6 Million 0.5% of portfolio
438,169
Q3 2025 Added 7.57%
$971B
$28.4 Million 0.5% of portfolio
37,190
Q3 2025 Added 0.91%
$55.6B
$28.7 Million 0.5% of portfolio
195,991
Q3 2025 Reduced 6.97%
$86.1B
$28.2 Million 0.49% of portfolio
81,553
Q3 2025 Reduced 5.07%
$0
$28.1 Million 0.49% of portfolio
537,199
Q3 2025 Added 17.99%
$414B
$27.8 Million 0.48% of portfolio
120,014
Q3 2025 Added 1.63%
$204B
$27.3 Million 0.48% of portfolio
194,633
Q3 2025 Added 179.49%
$41B
$25 Million 0.44% of portfolio
131,634
Q3 2025 Added 16.89%
$413B
$25.2 Million 0.44% of portfolio
487,551
Q3 2025 Reduced 5.83%
$53B
$24.8 Million 0.43% of portfolio
259,838
Q3 2025 Reduced 4.65%
$0
$21.7 Million 0.38% of portfolio
149,318
Q3 2025 Reduced 63.61%
$89.7B
$19.8 Million 0.35% of portfolio
98,286
Q3 2025 Reduced 0.53%
$5.52B
$19.3 Million 0.34% of portfolio
134,212
Q3 2025 Added 1.9%
$0
$19.5 Million 0.34% of portfolio
169,479
Q3 2025 Reduced 9.74%
$51.8B
$19 Million 0.33% of portfolio
83,240
Q3 2025 Reduced -0.0%
$0
$18.2 Million 0.32% of portfolio
30,286
Q3 2025 Added 17.92%
$136B
$17.1 Million 0.3% of portfolio
46,366
Q3 2025 Reduced 10.37%
$0
$16.5 Million 0.29% of portfolio
43,472
Q3 2025 Added 0.08%
$61.4B
$15.9 Million 0.28% of portfolio
78,127
Q3 2025 Added 2.84%
$490B
$15 Million 0.26% of portfolio
132,676
Q3 2025 Added 3.83%
$12.8B
$14.4 Million 0.25% of portfolio
127,286
Q3 2025 Reduced 0.09%
$74.3B
$13.6 Million 0.24% of portfolio
214,929
Q3 2025 Reduced 1.98%
$53.4B
$13.4 Million 0.23% of portfolio
172,759
Q3 2025 Reduced 2.14%
$64.9B
$13.1 Million 0.23% of portfolio
419,177
Q3 2025 Added 0.85%
$167B
$12.6 Million 0.22% of portfolio
132,110
Q3 2025 Reduced 3.03%
$319B
$12.6 Million 0.22% of portfolio
183,829
Q3 2025 Added 0.38%
$228B
$12.1 Million 0.21% of portfolio
90,506
Q3 2025 Reduced 0.01%
$0
$12.3 Million 0.21% of portfolio
103,341
Q3 2025 Reduced 3.86%
$303B
$11.7 Million 0.2% of portfolio
75,421
Q3 2025 Added 2.38%
$96.9B
$11 Million 0.19% of portfolio
26,175
Q3 2025 Reduced 3.25%
$265B
$11.1 Million 0.19% of portfolio
13,910
Q3 2025 Added 0.96%
$291B
$11 Million 0.19% of portfolio
23,094
Q3 2025 Added 2.34%
$0
$11.2 Million 0.19% of portfolio
119,542
Q3 2025 Reduced 1.09%
$118B
$10.1 Million 0.18% of portfolio
40,953
Q3 2025 Added 0.27%
$169B
$10.4 Million 0.18% of portfolio
11,325
Q3 2025 Added 2.46%
$0
$9.46 Million 0.17% of portfolio
48,655
Q3 2025 Reduced 5.76%
$306B
$9.69 Million 0.17% of portfolio
146,124
Q3 2025 Added 0.52%
$224B
$9.89 Million 0.17% of portfolio
32,549
Q3 2025 Added 0.13%
$0
$9.55 Million 0.17% of portfolio
180,047
Q3 2025 Added 2.47%
$0
$9.26 Million 0.16% of portfolio
50,830
Q3 2025 Reduced 0.41%
$0
$8.95 Million 0.16% of portfolio
111,626
Q3 2025 Added 1,079.98%
$6.89B
$8.91 Million 0.16% of portfolio
252,463
Q3 2025 Reduced 4.12%

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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