Crestwood-Advisors-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
495
Total Value
5209388468
Accession Number
0001426853-25-000002
Form Type
13F-HR
Manager Name
Crestwood-Advisors-Group
Data Enrichment
86% identified
427 identified68 unidentified

Holdings

495 positions • $5.2B total value
Manager:
Search and click to pin securities to the top
Page 10 of 25
Palomar Holdings, Inc.
Shares:17.3K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$5.2B)
UNION PACIFIC CORP
Shares:9.9K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$5.2B)
Tesla, Inc.
Shares:9.0K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$5.2B)
921937827
Shares:29.9K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$5.2B)
INTUITIVE SURGICAL INC
Shares:4.6K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$5.2B)
O REILLY AUTOMOTIVE INC
Shares:1.6K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$5.2B)
46435U663
Shares:58.7K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$5.2B)
46654Q781
Shares:35.3K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$5.2B)
LOCKHEED MARTIN CORP
Shares:4.8K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$5.2B)
Natural Grocers by Vitamin Cottage, Inc.
Shares:53.6K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$5.2B)
Intercontinental Exchange, Inc.
Shares:12.4K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$5.2B)
LOWES COMPANIES INC
Shares:9.2K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$5.2B)
78464A375
Shares:61.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$5.2B)
48133Q309
Shares:62.5K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$5.2B)
92204A702
Shares:3.7K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$5.2B)
464287408
Shares:10.6K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$5.2B)
464287556
Shares:15.7K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$5.2B)
PJT Partners Inc.
Shares:14.3K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$5.2B)
Motorola Solutions, Inc.
Shares:4.5K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$5.2B)
922908736
Shares:5.2K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$5.2B)