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Crestwood Advisors

Latest statistics and disclosures from Crestwood Advisors Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, AMZN, GOOGL, FI, and represent 18.86% of Crestwood Advisors Group's stock portfolio.
Added to shares of these 10 stocks: IGV (+$15M), MKC (+$10M), KVUE (+$8.1M), HON (+$6.7M), AMZN (+$6.4M), GOVT (+$6.3M), BKNG, ADBE, KLAC, TMO.
Started 31 new stock positions in VIRT, DOW, UPS, DFAC, BDX, DVYE, COIN, ARCC, ROK, TMUS.
Reduced shares in these 10 stocks: AB (-$79M), SHW (-$12M), HD (-$12M), MS (-$11M), COST (-$6.7M), SYK (-$6.0M), AAPL (-$5.0M), AGG, PG, TFI.
Sold out of its positions in AGEN, ALL, Ares Capital Corp convertible security, BOH, CSX, DFS, IFF, IWV, IEI, MSEX. MUNI, REYN, SRLN, SIRI, VGSH, VMEO, WSO, ZBH.
Crestwood Advisors Group was a net buyer of stock by $17k.
Crestwood Advisors Group has $4.6B in assets under management (AUM), dropping by 6.72%.
Central Index Key (CIK): 0001426853

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Portfolio Holdings for Crestwood Advisors Group

Crestwood Advisors Group holds 418 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Stock (MSFT)	5.7	$261M		621k	420.72	View chart
Apple Stock (AAPL)	5.4	$250M		1.5M	171.48	View chart
Amazon Stock (AMZN)	3.1	$142M	+4%	789k	180.38	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.3	$107M	+3%	709k	150.93	View chart
Fiserv Stock (FI)	2.3	$104M	+2%	648k	159.82	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.2	$103M		244k	420.52	View chart
Home Depot Stock (HD)	2.1	$98M	-10%	256k	383.60	View chart
Visa Inc Com Cl A Stock (V)	2.1	$95M		339k	279.08	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	2.0	$91M	+2%	2.1M	43.04	View chart
Costco Whsl Corp Stock (COST)	1.8	$83M	-7%	113k	732.63	View chart
Danaher Corporation Stock (DHR)	1.8	$81M		326k	249.72	View chart
Applied Matls Stock (AMAT)	1.7	$80M	+3%	386k	206.23	View chart
Tjx Cos Stock (TJX)	1.7	$79M		781k	101.42	View chart
Blackstone Stock (BX)	1.7	$79M		601k	131.37	View chart
Salesforce Stock (CRM)	1.7	$78M	+4%	258k	301.18	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.6	$73M		211k	346.61	View chart
Adobe Stock (ADBE)	1.5	$70M	+7%	138k	504.60	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.5	$69M	+2%	642k	107.60	View chart
Honeywell Intl Stock (HON)	1.5	$69M	+10%	336k	205.25	View chart
Thermo Fisher Scientific Stock (TMO)	1.5	$69M	+6%	118k	581.21	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	1.4	$65M	+10%	2.9M	22.77	View chart
Booking Holdings Stock (BKNG)	1.4	$64M	+8%	18k	3627.83	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.4	$63M		1.2M	50.60	View chart
Xylem Stock (XYL)	1.4	$62M		481k	129.24	View chart
Johnson & Johnson Stock (JNJ)	1.3	$62M		389k	158.12	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.2	$56M	+2%	369k	152.26	View chart
Hilton Worldwide Hldgs Stock (HLT)	1.2	$55M	+2%	259k	213.31	View chart
Qualcomm Stock (QCOM)	1.1	$50M		295k	169.30	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$50M		247k	200.30	View chart
Schwab Charles Corp Stock (SCHW)	1.1	$49M		682k	72.34	View chart
Roper Technologies Stock (ROP)	1.0	$48M	+6%	85k	560.84	View chart
Sherwin Williams Stock (SHW)	1.0	$47M	-20%	135k	347.33	View chart
Fortive Corp Stock (FTV)	1.0	$45M		525k	86.02	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.0	$45M	+2%	85k	525.73	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.9	$40M	-2%	351k	115.30	View chart
Stryker Corporation Stock (SYK)	0.9	$40M	-13%	111k	357.87	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.8	$38M	+36%	494k	76.81	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.8	$37M		59.00	634440.00	View chart
Zoetis Inc Cl A Stock (ZTS)	0.8	$37M		220k	169.21	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.8	$36M		133k	271.76	View chart
Kla Corp Stock (KLAC)	0.8	$35M	+14%	50k	698.57	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.7	$34M	-2%	460k	74.22	View chart
Mettler Toledo International Stock (MTD)	0.7	$34M		25k	1331.29	View chart
S&p Global Stock (SPGI)	0.7	$33M	+4%	78k	425.45	View chart
Disney Walt Stock (DIS)	0.7	$32M	+5%	260k	122.36	View chart
Flexshares Us Quality Low Volatility Index Fund Flexshares Us Quality Low V Etf (QLV)	0.6	$30M	-3%	483k	60.96	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.6	$29M	+4%	510k	57.57	View chart
Kenvue Stock (KVUE)	0.6	$29M	+39%	1.3M	21.46	View chart
Eli Lilly & Co Stock (LLY)	0.6	$29M	+8%	37k	777.97	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.6	$28M	+6%	297k	94.41	View chart
Amphenol Corp New Cl A Stock (APH)	0.6	$28M		242k	115.35	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$28M	+8%	58k	480.70	View chart
Quanta Svcs Stock (PWR)	0.6	$28M		106k	259.80	View chart
United Rentals Stock (URI)	0.6	$27M	-3%	37k	721.10	View chart
Crown Castle Reit (CCI)	0.6	$25M	+3%	240k	105.83	View chart
Procter And Gamble Stock (PG)	0.6	$25M	-10%	157k	162.26	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.5	$25M	-11%	255k	97.94	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$25M	+2%	48k	523.07	View chart
Kinder Morgan Inc Del Stock (KMI)	0.5	$23M	-2%	1.3M	18.34	View chart
Oracle Corp Stock (ORCL)	0.5	$23M		183k	125.61	View chart
Universal Display Corp Stock (OLED)	0.5	$22M		133k	168.45	View chart
Nxp Semiconductors N V Stock (NXPI)	0.5	$21M		86k	247.77	View chart
Marsh & Mclennan Cos Stock (MMC)	0.5	$21M		102k	205.98	View chart
Edwards Lifesciences Corp Stock (EW)	0.5	$21M		220k	95.56	View chart
Bank America Corp Stock (BAC)	0.5	$21M	-3%	553k	37.92	View chart
Broadcom Stock (AVGO)	0.5	$21M	+3%	16k	1325.41	View chart
Abbvie Stock (ABBV)	0.4	$20M		109k	182.10	View chart
Nvidia Corporation Stock (NVDA)	0.4	$19M	+21%	21k	903.57	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.4	$19M	+396%	222k	85.27	View chart
Merck & Co Stock (MRK)	0.3	$16M	+2%	121k	131.95	View chart
Pepsico Stock (PEP)	0.3	$14M		77k	175.01	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$14M	+4%	116k	116.24	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.3	$13M	-2%	153k	86.48	View chart
Jacobs Solutions Stock (J)	0.3	$12M		81k	153.73	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$12M		111k	110.52	View chart
Chevron Corp Stock (CVX)	0.3	$12M	+2%	77k	157.74	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.3	$12M	-3%	245k	49.40	View chart
Church & Dwight Stock (CHD)	0.3	$12M	+2%	110k	104.31	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$12M	-2%	143k	79.86	View chart
Stag Indl Reit (STAG)	0.2	$11M		296k	38.44	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$11M		262k	43.35	View chart
Manulife Finl Corp Stock (MFC)	0.2	$11M		436k	24.99	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$10M	+11%	56k	182.61	View chart
Abbott Labs Stock (ABT)	0.2	$10M	+10%	89k	113.66	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.2	$10M	-2%	196k	51.28	View chart
Stifel Finl Corp Stock (SF)	0.2	$10M	+7%	128k	78.17	View chart
Cisco Sys Stock (CSCO)	0.2	$9.5M	-4%	191k	49.91	View chart
Nextera Energy Stock (NEE)	0.2	$9.5M	+33%	149k	63.91	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.2	$9.0M	-15%	195k	46.48	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$9.0M	-3%	20k	444.01	View chart
Palo Alto Networks Stock (PANW)	0.2	$8.9M	+16%	31k	284.13	View chart
Williams Cos Stock (WMB)	0.2	$8.8M		227k	38.97	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.2	$8.8M	+67%	173k	50.77	View chart
Akamai Technologies Stock (AKAM)	0.2	$8.6M		79k	108.76	View chart
Mcdonalds Corp Stock (MCD)	0.2	$8.2M	-13%	29k	281.96	View chart
Trane Technologies Stock (TT)	0.2	$8.1M		27k	300.20	View chart
Servicenow Stock (NOW)	0.2	$8.1M	+3%	11k	762.40	View chart
Coca Cola Stock (KO)	0.2	$7.9M	+3%	130k	61.18	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$7.9M	-3%	95k	83.58	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$7.9M	-6%	153k	51.60	View chart
Caterpillar Stock (CAT)	0.2	$7.8M	+9%	21k	366.42	View chart
Sei Invts Stock (SEIC)	0.2	$7.8M		109k	71.90	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.2	$7.6M	-11%	87k	87.42	View chart
Lazard Stock (LAZ)	0.2	$7.5M	+27%	179k	41.87	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$7.5M	+6%	33k	228.59	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$7.2M	+6%	29k	249.86	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$7.2M	+10%	15k	481.58	View chart
Texas Instrs Stock (TXN)	0.1	$6.6M		38k	174.21	View chart
Analog Devices Stock (ADI)	0.1	$6.5M	+5%	33k	197.79	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$6.3M	-10%	251k	25.28	View chart
Huntington Bancshares Stock (HBAN)	0.1	$6.2M		447k	13.95	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$6.1M		87k	70.00	View chart
Goldman Sachs Group Stock (GS)	0.1	$5.4M	+11%	13k	417.69	View chart
State Str Corp Stock (STT)	0.1	$5.4M	-5%	70k	77.32	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.1	$5.3M	-17%	148k	35.91	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$5.2M	+388%	86k	60.74	View chart
Veralto Corp Stock (VLTO)	0.1	$5.2M	-20%	59k	88.66	View chart
Independent Bk Corp Mass Stock (INDB)	0.1	$5.2M		100k	52.02	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$5.2M		11k	485.60	View chart
Emerson Elec Stock (EMR)	0.1	$4.9M	+3%	44k	113.42	View chart
Starbucks Corp Stock (SBUX)	0.1	$4.9M	-7%	53k	91.39	View chart
Ultragenyx Pharmaceutical Stock (RARE)	0.1	$4.7M		100k	46.69	View chart
Keysight Technologies Stock (KEYS)	0.1	$4.6M		30k	156.38	View chart
Boston Scientific Corp Stock (BSX)	0.1	$4.5M	+5%	66k	68.49	View chart
Entegris Stock (ENTG)	0.1	$4.5M		32k	140.54	View chart
Eog Res Stock (EOG)	0.1	$4.4M		35k	127.84	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$4.4M	+13%	34k	129.35	View chart
American Tower Corp Reit (AMT)	0.1	$4.3M	-2%	22k	197.59	View chart
Eaton Corp Stock (ETN)	0.1	$4.2M		13k	312.68	View chart
Ecolab Stock (ECL)	0.1	$4.2M	-6%	18k	230.90	View chart
New Fortress Energy Inc Com Cl A Stock (NFE)	0.1	$4.2M	NEW	137k	30.59	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$4.2M		54k	77.17	View chart
Pfizer Stock (PFE)	0.1	$4.0M	-2%	144k	27.74	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$3.9M	-10%	38k	104.73	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$3.8M		11k	337.05	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.1	$3.6M		49k	72.47	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$3.5M	+3%	13k	259.91	View chart
Information Svcs Group Stock (III)	0.1	$3.3M		826k	4.04	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.1	$3.2M	+5%	55k	58.64	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$3.2M	+14%	15k	210.50	View chart
Nike Inc Cl B Stock (NKE)	0.1	$3.1M	-19%	33k	93.98	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$3.1M	+402%	50k	61.72	View chart
Colgate Palmolive Stock (CL)	0.1	$3.0M		34k	90.05	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$2.9M	+7%	14k	208.27	View chart
Spdr Nuveen Blmbg St Munbd Etf Etf (SHM)	0.1	$2.9M	-31%	62k	47.44	View chart
International Business Machs Stock (IBM)	0.1	$2.9M	-2%	15k	190.96	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$2.8M	-22%	64k	43.38	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$2.8M	-27%	36k	76.67	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.1	$2.8M	-6%	28k	97.24	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$2.7M		67k	40.27	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.1	$2.7M	+6%	84k	31.81	View chart
Amgen Stock (AMGN)	0.1	$2.6M		9.1k	284.32	View chart
Washington Tr Bancorp Stock (WASH)	0.1	$2.6M		95k	26.88	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$2.6M	+4%	42k	60.42	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$2.5M	+140%	9.6k	260.73	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$2.5M	-5%	18k	137.22	View chart
Cvs Health Corp Stock (CVS)	0.1	$2.4M	+4%	30k	79.76	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$2.4M	+12%	18k	130.73	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$2.3M	+8%	5.5k	418.01	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$2.3M	+2%	16k	147.73	View chart
Wells Fargo Stock (WFC)	0.0	$2.2M		38k	57.96	View chart
Lowes Cos Stock (LOW)	0.0	$2.2M	+10%	8.6k	254.72	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$2.2M	+51%	9.2k	235.79	View chart
Rtx Corporation Stock (RTX)	0.0	$2.1M	+11%	22k	97.53	View chart
Arcbest Corp Stock (ARCB)	0.0	$2.1M		15k	142.50	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$2.1M	+6%	11k	187.35	View chart
Vanguard Value Etf Etf (VTV)	0.0	$2.1M	+51%	13k	162.86	View chart
Stanley Black & Decker Stock (SWK)	0.0	$2.1M		21k	97.93	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$2.0M	-7%	24k	81.78	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$1.9M	+5%	4.3k	454.82	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$1.9M	+3%	10k	186.82	View chart
Ge Aerospace Stock (GE)	0.0	$1.9M	+2%	11k	175.53	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$1.9M	+8%	3.6k	524.39	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$1.9M	+333%	11k	164.35	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$1.8M	+2%	20k	90.44	View chart
Philip Morris Intl Stock (PM)	0.0	$1.8M	-3%	20k	91.62	View chart
Target Corp Stock (TGT)	0.0	$1.8M	-7%	10k	177.21	View chart
Intel Corp Stock (INTC)	0.0	$1.8M	+4%	40k	44.17	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$1.8M		5.1k	344.20	View chart
Walmart Stock (WMT)	0.0	$1.7M	+183%	29k	60.17	View chart
Netflix Stock (NFLX)	0.0	$1.7M	+7%	2.8k	607.33	View chart
Intuitive Surgical Stock (ISRG)	0.0	$1.7M	+4%	4.3k	399.09	View chart
Ingersoll Rand Stock (IR)	0.0	$1.7M		18k	94.95	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$1.7M		19k	91.25	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$1.7M	-12%	40k	42.12	View chart
Digital Rlty Tr Reit (DLR)	0.0	$1.7M	-2%	12k	143.27	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$1.7M		9.7k	171.98	View chart
Pioneer Nat Res Stock (PXD)	0.0	$1.7M	-7%	6.3k	262.50	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$1.6M	+17%	33k	50.29	View chart
Tesla Stock (TSLA)	0.0	$1.6M	+7%	9.1k	175.79	View chart
Motorola Solutions Stock (MSI)	0.0	$1.5M		4.2k	354.98	View chart
American Express Stock (AXP)	0.0	$1.4M	+19%	6.4k	227.68	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$1.4M	+4%	17k	84.44	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$1.4M	+40%	16k	91.80	View chart
Unitedhealth Group Stock (UNH)	0.0	$1.4M	+5%	2.9k	494.61	View chart
Morgan Stanley Stock (MS)	0.0	$1.4M	-88%	15k	94.16	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$1.4M	-2%	22k	61.53	View chart
Union Pac Corp Stock (UNP)	0.0	$1.3M	+6%	5.5k	245.93	View chart
Pjt Partners Inc Com Cl A Stock (PJT)	0.0	$1.3M		14k	94.26	View chart
Ametek Stock (AME)	0.0	$1.3M		7.0k	182.90	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$1.3M	+28%	25k	50.19	View chart
Goldman Sachs Innovate Equity Etf Etf (GINN)	0.0	$1.3M		23k	56.13	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$1.2M	+3%	6.8k	183.90	View chart
Lam Research Corp Stock (LRCX)	0.0	$1.2M	+4%	1.3k	971.93	View chart
Gilead Sciences Stock (GILD)	0.0	$1.2M		16k	73.25	View chart
Deere & Co Stock (DE)	0.0	$1.2M		2.9k	410.75	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$1.1M	-2%	9.1k	125.95	View chart
Snap On Stock (SNA)	0.0	$1.1M	-11%	3.7k	296.22	View chart
Carrier Global Corporation Stock (CARR)	0.0	$1.1M	+35%	19k	58.14	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$1.1M		4.3k	254.87	View chart
Parker-hannifin Corp Stock (PH)	0.0	$1.1M		2.0k	555.69	View chart
Intuit Stock (INTU)	0.0	$1.1M	-12%	1.7k	649.90	View chart
General Dynamics Corp Stock (GD)	0.0	$1.1M		3.8k	284.62	View chart
Ishares Emerging Markets Dividend Etf Etf (DVYE)	0.0	$1.1M	NEW	40k	26.16	View chart
Altria Group Stock (MO)	0.0	$1.0M	+2%	24k	43.62	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$1.0M	+8%	3.5k	288.03	View chart
Illinois Tool Wks Stock (ITW)	0.0	$991k		3.7k	268.34	View chart
Avnet Stock (AVT)	0.0	$976k		20k	49.58	View chart
Natural Grocers By Vitamin Cot Stock (NGVC)	0.0	$967k		54k	18.05	View chart
Spdr Gold Shares Etf (GLD)	0.0	$966k		4.7k	205.73	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$943k		3.5k	272.75	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$936k		3.5k	270.84	View chart
Ares Capital Corp Cef (ARCC)	0.0	$932k	NEW	45k	20.82	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$920k	+116%	29k	32.23	View chart
Dover Corp Stock (DOV)	0.0	$910k		5.1k	177.21	View chart
Chefs Whse Stock (CHEF)	0.0	$882k	NEW	23k	37.66	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.0	$879k	-98%	25k	34.74	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$872k		1.6k	556.40	View chart
Conocophillips Stock (COP)	0.0	$848k	-4%	6.7k	127.27	View chart
Automatic Data Processing Stock (ADP)	0.0	$841k	+17%	3.4k	249.72	View chart
Clearway Energy Inc Cl C Stock (CWEN)	0.0	$835k	-10%	36k	23.05	View chart
3M Company Stock (MMM)	0.0	$811k	+10%	7.6k	106.07	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$810k	-5%	31k	26.09	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$797k		19k	41.77	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$755k	-6%	18k	41.08	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$753k	+85%	6.1k	123.18	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.0	$736k	+62%	13k	55.23	View chart
Advanced Micro Devices Stock (AMD)	0.0	$736k	+38%	4.1k	180.50	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$725k	-15%	6.7k	108.92	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$718k		9.4k	76.36	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$715k	-35%	15k	47.44	View chart
Hexcel Corp Stock (HXL)	0.0	$710k		9.8k	72.85	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$708k	+9%	6.0k	117.21	View chart
Novo-nordisk A S Adr (NVO)	0.0	$685k	+97%	5.3k	128.40	View chart
American Elec Pwr Stock (AEP)	0.0	$680k	+4%	7.9k	86.10	View chart
L3harris Technologies Stock (LHX)	0.0	$677k		3.2k	213.10	View chart
Carlisle Cos Stock (CSL)	0.0	$667k		1.7k	391.85	View chart
Copart Stock (CPRT)	0.0	$661k	-2%	11k	57.92	View chart
Oneok Stock (OKE)	0.0	$658k	-5%	8.2k	80.17	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$635k	+4%	8.7k	72.63	View chart
American Wtr Wks Stock (AWK)	0.0	$631k	+16%	5.2k	122.21	View chart
Medtronic Stock (MDT)	0.0	$629k	+30%	7.2k	87.15	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$619k	+10%	3.2k	191.89	View chart
Steel Dynamics Stock (STLD)	0.0	$601k		4.1k	148.23	View chart
Oreilly Automotive Stock (ORLY)	0.0	$585k		518.00	1129.12	View chart
On Semiconductor Corp Stock (ON)	0.0	$581k	+3%	7.9k	73.55	View chart
Boeing Stock (BA)	0.0	$579k		3.0k	193.00	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$569k	NEW	18k	31.95	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$569k		5.6k	102.39	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$569k		8.5k	66.57	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$563k	+4%	5.9k	94.66	View chart
Paycom Software Stock (PAYC)	0.0	$555k	+10%	2.8k	199.01	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$553k	+21%	10k	54.23	View chart
Verizon Communications Stock (VZ)	0.0	$553k	+39%	13k	41.96	View chart
Duke Energy Corp Stock (DUK)	0.0	$552k	-34%	5.7k	96.70	View chart
Lululemon Athletica Stock (LULU)	0.0	$538k	+2%	1.4k	390.65	View chart
Texas Roadhouse Stock (TXRH)	0.0	$534k	+5%	3.5k	154.47	View chart
Blackrock Stock (BLK)	0.0	$529k	+17%	635.00	833.70	View chart
Mastec Stock (MTZ)	0.0	$525k		5.6k	93.25	View chart
Sunrun Stock (RUN)	0.0	$523k		40k	13.18	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$517k		18k	29.18	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$516k	+4%	532.00	970.47	View chart
Hasbro Stock (HAS)	0.0	$516k	-5%	9.1k	56.52	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$513k		8.8k	58.55	View chart
Canadian Natl Ry Stock (CNI)	0.0	$512k	+30%	3.9k	131.71	View chart
Linde Stock (LIN)	0.0	$512k	+17%	1.1k	464.32	View chart
Ball Corp Stock (BALL)	0.0	$510k		7.6k	67.36	View chart
Cummins Stock (CMI)	0.0	$502k	-6%	1.7k	294.61	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$501k	+14%	2.4k	213.15	View chart
The Cigna Group Stock (CI)	0.0	$497k	+11%	1.4k	363.17	View chart
Ansys Stock (ANSS)	0.0	$489k	+3%	1.4k	347.16	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$485k	-10%	2.7k	179.11	View chart
Spdr Ice Preferred Securities Etf Etf (PSK)	0.0	$478k		14k	34.87	View chart
Cambridge Bancorp Stock (CATC)	0.0	$477k		7.0k	68.16	View chart
Nucor Corp Stock (NUE)	0.0	$476k	+4%	2.4k	197.90	View chart
Virtu Finl Inc Cl A Stock (VIRT)	0.0	$463k	NEW	23k	20.52	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$462k	-4%	7.6k	61.05	View chart
Kkr & Co Stock (KKR)	0.0	$459k	+68%	4.6k	100.57	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.0	$456k		4.1k	110.49	View chart
Uber Technologies Stock (UBER)	0.0	$456k	+11%	5.9k	76.99	View chart
Walgreens Boots Alliance Stock (WBA)	0.0	$452k		21k	21.69	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$452k	+12%	1.4k	320.56	View chart
Progressive Corp Stock (PGR)	0.0	$451k	+10%	2.2k	206.82	View chart
H & E Equipment Services Stock (HEES)	0.0	$449k		7.0k	64.18	View chart
M & T Bk Corp Stock (MTB)	0.0	$447k		3.1k	145.43	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$444k	+7%	3.7k	118.29	View chart
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC)	0.0	$442k	-2%	12k	36.04	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$439k	+77%	1.1k	397.76	View chart
Microchip Technology Stock (MCHP)	0.0	$430k	+3%	4.8k	89.71	View chart
Citigroup Stock (C)	0.0	$427k	+14%	6.8k	63.24	View chart
Consolidated Edison Stock (ED)	0.0	$427k	+2%	4.7k	90.82	View chart
Autozone Stock (AZO)	0.0	$426k	+3%	135.00	3151.65	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.0	$419k	-4%	4.2k	100.80	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$415k		4.4k	95.20	View chart
Capital One Finl Corp Stock (COF)	0.0	$415k	-69%	2.8k	148.89	View chart
Chubb Stock (CB)	0.0	$414k	+30%	1.6k	259.13	View chart
Hologic Stock (HOLX)	0.0	$406k		5.2k	77.96	View chart
Resmed Stock (RMD)	0.0	$401k	-71%	2.0k	198.03	View chart
At&t Stock (T)	0.0	$399k	+60%	23k	17.60	View chart
Markel Group Stock (MKL)	0.0	$393k		258.00	1521.48	View chart
Gmo U.s. Quality Etf Etf (QLTY)	0.0	$389k	NEW	13k	29.70	View chart
Dominion Energy Stock (D)	0.0	$385k		7.8k	49.19	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$384k	+3%	5.7k	67.04	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$383k		13k	29.77	View chart
Wp Carey Reit (WPC)	0.0	$381k		6.7k	56.44	View chart
Paccar Stock (PCAR)	0.0	$376k	+9%	3.0k	123.89	View chart
Hamilton Beach Brands Hldg Co Com Cl A Stock (HBB)	0.0	$375k		15k	24.36	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$374k	-3%	1.4k	270.52	View chart
Astrazeneca Adr (AZN)	0.0	$371k	+32%	5.5k	67.75	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$368k	NEW	2.5k	148.65	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$368k	NEW	382.00	962.49	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$365k	+4%	388.00	941.26	View chart
Hershey Stock (HSY)	0.0	$365k	+14%	1.9k	194.50	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$357k	-6%	745.00	478.72	View chart
Ishares Europe Etf Etf (IEV)	0.0	$355k		6.4k	55.67	View chart
Universal Health Rlty Income T Sh Ben Int Reit (UHT)	0.0	$354k	+52%	9.7k	36.71	View chart
Canadian Imperial Bk Comm Toro Stock (CM)	0.0	$345k		6.8k	50.72	View chart
Rockwell Automation Stock (ROK)	0.0	$345k	NEW	1.2k	291.33	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$342k	+8%	2.5k	136.05	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$342k	+12%	2.1k	164.93	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	0.0	$336k		3.1k	109.19	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$334k		6.5k	51.60	View chart
Comerica Stock (CMA)	0.0	$333k		6.1k	54.99	View chart
Autonation Stock (AN)	0.0	$331k	+42%	2.0k	165.58	View chart
Celanese Corp Del Stock (CE)	0.0	$331k		1.9k	171.86	View chart
General Mls Stock (GIS)	0.0	$329k		4.7k	69.97	View chart
Sempra Stock (SRE)	0.0	$324k	+20%	4.5k	71.83	View chart
Align Technology Stock (ALGN)	0.0	$319k	+7%	974.00	327.92	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$318k		4.2k	76.20	View chart
Grainger W W Stock (GWW)	0.0	$315k	+13%	310.00	1017.30	View chart
Travelers Companies Stock (TRV)	0.0	$315k		1.4k	230.06	View chart
Metlife Stock (MET)	0.0	$314k	+10%	4.2k	74.11	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$313k	-17%	2.6k	121.01	View chart
Nasdaq Stock (NDAQ)	0.0	$313k	+18%	5.0k	63.10	View chart
Exact Sciences Corp Stock (EXAS)	0.0	$311k		4.5k	69.06	View chart
Waters Corp Stock (WAT)	0.0	$310k		900.00	344.23	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$309k	+2%	32k	9.80	View chart
Us Bancorp Del Stock (USB)	0.0	$307k	+3%	6.9k	44.70	View chart
Ishares Gold Trust Etf (IAU)	0.0	$307k	-38%	7.3k	42.01	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$307k	NEW	7.7k	39.81	View chart
Dupont De Nemours Stock (DD)	0.0	$306k	+45%	4.0k	76.67	View chart
American Intl Group Stock (AIG)	0.0	$304k	+6%	3.9k	78.17	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$304k	NEW	1.5k	204.14	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$302k	+5%	2.3k	131.72	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$300k	-9%	2.9k	102.76	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$299k	+3%	2.7k	110.50	View chart
Vanguard S&p Mid-cap 400 Etf Etf (IVOO)	0.0	$299k		2.9k	103.01	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$298k	-11%	4.5k	65.65	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$297k	NEW	2.3k	131.26	View chart
Arista Networks Stock (ANET)	0.0	$291k	+8%	1.0k	289.98	View chart
Fastenal Stock (FAST)	0.0	$286k	NEW	3.7k	77.14	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$285k		3.7k	77.73	View chart
Ishares New York Muni Bond Etf Etf (NYF)	0.0	$284k	-47%	5.3k	53.81	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$283k	-5%	2.3k	125.33	View chart
Corteva Stock (CTVA)	0.0	$280k		4.9k	57.67	View chart
Cyberark Software Stock (CYBR)	0.0	$279k		1.1k	265.63	View chart
Tenet Healthcare Corp Stock (THC)	0.0	$279k		2.7k	105.11	View chart
Pg&e Corp Stock (PCG)	0.0	$273k	NEW	16k	16.76	View chart
Raymond James Finl Stock (RJF)	0.0	$273k		2.1k	128.42	View chart
Cencora Stock (COR)	0.0	$270k	+10%	1.1k	242.99	View chart
Cimpress Plc Shs Euro Stock (CMPR)	0.0	$265k		3.0k	88.51	View chart
Dow Stock (DOW)	0.0	$264k	NEW	4.6k	57.93	View chart
Valero Energy Corp Stock (VLO)	0.0	$263k	NEW	1.5k	170.64	View chart
Tenable Hldgs Stock (TENB)	0.0	$260k		5.2k	49.43	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$259k	-48%	1.1k	239.76	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$259k	-26%	2.8k	91.86	View chart
Entergy Corp Stock (ETR)	0.0	$249k		2.4k	105.66	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$247k	+3%	3.7k	66.79	View chart
Rapid7 Stock (RPD)	0.0	$246k	NEW	5.0k	49.04	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$245k	+17%	1.5k	158.81	View chart
Air Prods & Chems Stock (APD)	0.0	$245k	-85%	1.0k	242.27	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$244k		4.9k	49.24	View chart
Cms Energy Corp Stock (CMS)	0.0	$243k		4.0k	60.34	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$242k	+10%	4.4k	54.81	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$241k	NEW	83.00	2906.77	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$236k	+6%	2.4k	99.28	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.0	$235k		11k	21.27	View chart
Eversource Energy Stock (ES)	0.0	$235k	+16%	3.9k	59.78	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$235k	NEW	2.9k	80.22	View chart
Qorvo Stock (QRVO)	0.0	$232k		2.0k	114.83	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$230k	NEW	866.00	265.25	View chart
Paypal Hldgs Stock (PYPL)	0.0	$225k	NEW	3.4k	67.00	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$225k	NEW	2.4k	94.62	View chart
Prologis Reit (PLD)	0.0	$224k	-14%	1.7k	130.20	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$223k		6.8k	32.69	View chart
Umh Pptys Reit (UMH)	0.0	$221k		14k	16.24	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.0	$221k	-43%	2.0k	110.54	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$220k	NEW	2.4k	90.91	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$220k		3.6k	60.38	View chart
T-mobile Us Stock (TMUS)	0.0	$219k	NEW	1.3k	163.22	View chart
Laboratory Corp Amer Hldgs Stock (LH)	0.0	$218k	-11%	999.00	218.46	View chart
Cracker Barrel Old Ctry Store Stock (CBRL)	0.0	$218k	NEW	3.0k	72.73	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$215k		5.5k	39.02	View chart
Fortinet Stock (FTNT)	0.0	$210k	NEW	3.1k	68.31	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$207k	NEW	3.7k	56.39	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$206k	NEW	831.00	247.45	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$204k	NEW	2.4k	84.09	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.0	$203k	-11%	3.1k	65.91	View chart
Aspen Aerogels Stock (ASPN)	0.0	$177k		10k	17.60	View chart
Zoominfo Technologies Stock (ZI)	0.0	$175k		11k	16.03	View chart
Ford Mtr Co Del Stock (F)	0.0	$163k	+12%	12k	13.28	View chart
Brookline Bancorp Inc Del Stock (BRKL)	0.0	$121k	-10%	12k	9.96	View chart
Chromadex Corp Stock (CDXC)	0.0	$76k		22k	3.48	View chart
Ginkgo Bioworks Holdings Inc Cl A Stock (DNA)	0.0	$43k		37k	1.16	View chart
Daktari Stock (DAKT)	0.0	$41k		41k	1.00	View chart
Akoustis Technologies Stock (AKTS)	0.0	$40k	-14%	68k	0.59	View chart
Agenus Stock	0.0	$19k	NEW	33k	0.58	View chart
Verde Clean Fuels Inc Wt Exp 021528 Stock (VGASW)	0.0	$15k		62k	0.24	View chart

Past Filings by Crestwood Advisors Group

SEC 13F filings are viewable for Crestwood Advisors Group going back to 2011

Crestwood Advisors Group 2024 Q1 filed May 8, 2024
Crestwood Advisors Group 2023 Q4 filed Jan. 29, 2024
Crestwood Advisors Group 2023 Q3 filed Nov. 15, 2023
Crestwood Advisors Group 2023 Q2 filed Aug. 15, 2023
Crestwood Advisors Group 2023 Q1 filed May 12, 2023
Crestwood Advisors Group 2022 Q4 filed Feb. 14, 2023
Crestwood Advisors Group 2022 Q3 filed Oct. 26, 2022
Crestwood Advisors Group 2022 Q2 filed July 7, 2022
Crestwood Advisors Group 2022 Q1 filed April 12, 2022
Crestwood Advisors Group 2021 Q4 filed Feb. 15, 2022
Crestwood Advisors Group 2021 Q3 filed Nov. 3, 2021
Crestwood Advisors Group 2021 Q2 filed Aug. 13, 2021
Crestwood Advisors Group 2021 Q1 filed April 21, 2021
Crestwood Advisors Group 2020 Q4 filed Feb. 9, 2021
Crestwood Advisors Group 2020 Q3 filed Oct. 6, 2020
Crestwood Advisors Group 2020 Q2 filed Aug. 14, 2020

View all past filings

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