CA
| |
Crestwood Advisors Group, LLC13F | |
| Crestwood Advisors Group, LLC | |
| Last update 2025-05-05 | 498 Stocks (56 new) |
| Value $5.26 Bil | Turnover 6 % |
Crestwood Advisors Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 1,481,519 | 329,089.8 | +1.57% | 6.250 | +0.10% | 0.010 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 559,049 | 209,861.6 | +0.52% | 3.990 | +0.02% | 0.010 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 946,875 | 180,152.4 | +0.48% | 3.420 | +0.02% | 0.010 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
FI | Fiserv Inc | 655,445 | 144,741.9 | -0.76% | 2.750 | -0.02% | 0.120 | -20.57% | -19.32% | 91,891.9 | Software | |
BRK.B | Berkshire Hathaway Inc | 258,939 | 137,905.5 | +1.33% | 2.620 | +0.03% | 0.010 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
GOOGL | Alphabet Inc | 799,135 | 123,578.3 | +3.39% | 2.350 | +0.08% | 0.010 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
V | Visa Inc | 343,927 | 120,532.7 | +0.09% | 2.290 | 0% | 0.020 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
META | Meta Platforms Inc | 192,340 | 110,857.1 | +5.39% | 2.110 | +0.11% | 0.010 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 1,020,086 | 100,906.9 | +5.39% | 1.920 | +0.10% | 0.080 | +1.23% | +3.24% | 127,979.5 | ||
BKNG | Booking Holdings Inc | 20,037 | 92,309.1 | +0.83% | 1.750 | +0.01% | 0.060 | +24.91% | +15.22% | 185,574.3 | Travel & Leisure |
Crestwood Advisors Group, LLC's Historical Top Holdings Breakdowns
Crestwood Advisors Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JMEE |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
| 2025-03-31 | New Buy New Buy | +1.21% | 54.51 ($59.77) 63.63 | $60.61 | 1.41% | New holding | 1,136,446 | 1,136,446 | |
FTV | Fortive Corp | 2025-03-31 | Reduce Reduce | -0.60% | 71.82 ($77.92) 82.98 | $50.53 | -35.15% | Reduce -78.63% | 115,911 | -426,514 | |
AZN | AstraZeneca PLC | 2025-03-31 | Add Add | +0.59% | 65.37 ($72.34) 77.96 | $68.79 | -4.91% | Add 7350.19% | 432,409 | 426,605 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-03-31 | New Buy New Buy | +0.52% | 89.18 ($97.46) 104.04 | $99.53 | 2.12% | New holding | 297,511 | 297,511 | |
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 2025-03-31 | Reduce Reduce | -0.49% | 40.03 ($44.05) 46.81 | $43.59 | -1.04% | Reduce -26.42% | 1,618,299 | -581,010 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.33% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Add 48.01% | 493,984 | 160,242 | |
DEO | Diageo PLC | 2025-03-31 | New Buy New Buy | +0.32% | 104.79 ($113.02) 126.12 | $103.25 | -8.64% | New holding | 161,696 | 161,696 | |
SYK | Stryker Corp | 2025-03-31 | Reduce Reduce | -0.28% | 355.18 ($380.56) 399.9 | $389.40 | 2.32% | Reduce -41.53% | 58,866 | -41,814 | |
TXN | Texas Instruments Inc | 2025-03-31 | Add Add | +0.20% | 173.6 ($187.2) 203.96 | $216.62 | 15.72% | Add 149.4% | 97,473 | 58,390 | |
AB | AllianceBernstein Holding LP | 2025-03-31 | Reduce Reduce | -0.18% | 35 ($37.65) 40.73 | $41.21 | 9.46% | Reduce -90.83% | 26,423 | -261,609 |
Crestwood Advisors Group, LLC Total Holding History ($B)
Crestwood Advisors Group, LLC's Asset Allocation
Crestwood Advisors Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Crestwood Advisors Group, LLC's Hypothetical Growth since 2025-03-31
Crestwood Advisors Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Crestwood Advisors Group, LLC's Holdings Heat Map
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Crestwood Advisors Group, LLC's Holdings Bubble Chart
Crestwood Advisors Group, LLC News
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