Institutions / Crestwood Advisors Group, LLC
Crestwood Advisors Group, LLC
CIK 1426853 · Institution · as of Dec 31, 2025
Portfolio value
$6.00B
Positions
693
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 693 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $375.47M | 6.3% |
| Microsoft Corp | $260.81M | 4.3% |
| iShares Core S&P 500 ETF | $240.37M | 4.0% |
| Alphabet Inc. | $226.81M | 3.8% |
| Amazon.com Inc | $197.22M | 3.3% |
| NVIDIA Corp | $157.62M | 2.6% |
| Visa Inc | $111.83M | 1.9% |
| Alphabet Inc. | $109.77M | 1.8% |
| iShares Core U.S. Aggregate Bond ETF | $105.64M | 1.8% |
| Warren E. Buffett | $102.83M | 1.7% |
| Broadcom Inc. | $99.00M | 1.6% |
| Booking Holdings Inc | $97.44M | 1.6% |
| Meta Platforms Inc | $96.56M | 1.6% |
| Applied Finance Valuation Large Cap ETF | $88.51M | 1.5% |
| State Street SPDR Portfolio S&P 600 Small Cap ETF | $80.70M | 1.3% |
| iShares MSCI UAE ETF | $79.22M | 1.3% |
| Applied Materials Inc /De | $79.20M | 1.3% |
| JPMorgan Chase & Co | $78.30M | 1.3% |
| Blackstone Inc | $77.26M | 1.3% |
| TJX Cos Inc/The | $71.06M | 1.2% |
| Hilton Worldwide Holdings Inc. | $69.86M | 1.2% |
| Salesforce Inc | $68.91M | 1.1% |
| Danaher Corp /De | $68.91M | 1.1% |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | $64.02M | 1.1% |
| Costco Wholesale Corp /New | $63.08M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.