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
$11B
$4.14 Million 0.07% of portfolio
48,797
Q3 2025 Reduced 75.75%
$18.6B
$3.51 Million 0.06% of portfolio
71,600
Q3 2025 Reduced 4.75%
$141B
$3.65 Million 0.06% of portfolio
143,348
Q3 2025 Added 0.24%
$15.2B
$3.24 Million 0.06% of portfolio
43,499
Q3 2025 Added 0.37%
$111B
$3.58 Million 0.06% of portfolio
9,151
Q3 2025 Reduced 8.88%
$18.3B
$3.19 Million 0.06% of portfolio
65,175
Q3 2025 Reduced 20.2%
$0
$3.42 Million 0.06% of portfolio
96,554
Q3 2025 Reduced 1.28%
$0
$3.45 Million 0.06% of portfolio
68,668
Q3 2025 Added 1.49%
$237B
$3.21 Million 0.06% of portfolio
19,804
Q3 2025 Added 2.72%
$0
$3.55 Million 0.06% of portfolio
25,119
Q3 2025 Reduced 0.24%
$0
$3.5 Million 0.06% of portfolio
9,575
Q3 2025 Added 18.08%
$0
$3.29 Million 0.06% of portfolio
11,192
Q3 2025 Reduced 2.3%
$0
$2.73 Million 0.05% of portfolio
60,485
Q3 2025 Added 0.52%
$2.32B
$3.03 Million 0.05% of portfolio
100,644
Q3 2025 Reduced 0.08%
$0
$2.84 Million 0.05% of portfolio
36,005
Q3 2025 Reduced 1.73%
$115B
$2.98 Million 0.05% of portfolio
6,079
Q3 2025 Added 57.28%
$270B
$2.65 Million 0.05% of portfolio
16,684
Q3 2025 Added 3.27%
$0
$2.61 Million 0.05% of portfolio
19,229
Q3 2025 Reduced 3.1%
$255B
$2.66 Million 0.05% of portfolio
8,017
Q3 2025 Added 9.34%
$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%
$65.7B
$2.73 Million 0.05% of portfolio
34,168
Q3 2025 Reduced 4.55%
$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%
$478M
$2.81 Million 0.05% of portfolio
97,160
Q2 2025 Added 2.12%
$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%
$39.2B
$2.55 Million 0.04% of portfolio
26,390
Q3 2025 Reduced 10.89%
$0
$2.1 Million 0.04% of portfolio
17,422
Q2 2025 Reduced 4.44%
$84.9B
$2.32 Million 0.04% of portfolio
13,754
Q3 2025 Added 0.92%
$45.5B
$2.33 Million 0.04% of portfolio
13,496
Q3 2025 Added 2.14%
$0
$2.03 Million 0.04% of portfolio
14,061
Q3 2025 Reduced 2.48%
$72.4B
$2.23 Million 0.04% of portfolio
6,251
Q3 2025 Added 2.06%
$0
$2.24 Million 0.04% of portfolio
10,828
Q3 2025 Reduced 0.61%
$147B
$2.57 Million 0.04% of portfolio
26,348
Q3 2025 Reduced 67.25%
$130B
$2.39 Million 0.04% of portfolio
6,715
Q3 2025 Added 7.53%
$63.4B
$2.3 Million 0.04% of portfolio
5,019
Q3 2025 Added 3.27%
$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%
$193B
$2.24 Million 0.04% of portfolio
5,011
Q3 2025 Added 3.21%
$712M
$2.14 Million 0.04% of portfolio
53,578
Q3 2025 Added 0.02%
$0
$2.17 Million 0.04% of portfolio
6,795
Q3 2025 Reduced 0.26%
$74.9B
$2.24 Million 0.04% of portfolio
8,597
Q3 2025 Reduced 0.56%
$140B
$2.53 Million 0.04% of portfolio
10,048
Q3 2025 Added 9.66%
$123B
$2.44 Million 0.04% of portfolio
4,881
Q3 2025 Reduced 2.2%
$182B
$2.13 Million 0.04% of portfolio
3,114
Q3 2025 Added 5.67%
$6.2B
$2.46 Million 0.04% of portfolio
22,773
Q3 2025 Reduced 0.11%
$42.9B
$2.23 Million 0.04% of portfolio
19,190
Q3 2025 Added 0.8%
$0
$2.34 Million 0.04% of portfolio
23,375
Q3 2025 Added 2.47%

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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