Crestwood Advisors Group, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001426853
Manager Name
Crestwood Advisors Group, LLC
Data Enrichment
86% identified
427 identified68 unidentified

Holdings

495 positions
Manager:
SEC
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Page 11 of 25
Fidelity National Financial, Inc.
FNF|31620R303
Shares:
29245(+65.0%)
Value:
$1.9B(+91.2%)
Fidelity National Information Services, Inc.
FIS|31620M106
Shares:
25038(+522.4%)
Value:
$1.9B(+475.4%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
6869(+11.4%)
Value:
$1.8B(+1.0%)
46432F396
MTUM|46432F396
Shares:
9035(-0.2%)
Value:
$1.8B(-2.5%)
464287648
IWO|464287648
Shares:
7128(+113.3%)
Value:
$1.8B(+89.4%)
BJ's Wholesale Club Holdings, Inc.
BJ|05550J101
Shares:
15931
Value:
$1.8B
TYLER TECHNOLOGIES INC
TYL|902252105
Shares:
3120
Value:
$1.8B
464287622
IWB|464287622
Shares:
5896(-0.2%)
Value:
$1.8B(-5.0%)
DIGITAL REALTY TRUST, INC.
DLR|253868103
Shares:
12570(+3.5%)
Value:
$1.8B(-16.4%)
81369Y605
81369Y605
Shares:
35364(-7.4%)
Value:
$1.8B(-4.5%)
BlackRock, Inc.
BLK|09290D101
Shares:
1852(+82.1%)
Value:
$1.8B(+68.1%)
PATRICK INDUSTRIES INC
PATK|703343103
Shares:
20559
Value:
$1.7B
464287309
IVW|464287309
Shares:
18232(-3.4%)
Value:
$1.7B(-11.7%)
NIKE, Inc.
NKE|654106103
Shares:
26534(+14.9%)
Value:
$1.7B(-3.6%)
STATE STREET CORP
STT|857477103
Shares:
18763(+56.4%)
Value:
$1.7B(+42.6%)
GILEAD SCIENCES, INC.
GILD|375558103
Shares:
14957(+3.2%)
Value:
$1.7B(+25.1%)
INTUIT INC.
INTU|461202103
Shares:
2580(+26.3%)
Value:
$1.6B(+23.4%)
CyberArk Software Ltd.
CYBR|M2682V108
Shares:
4621(+205.0%)
Value:
$1.6B(+209.4%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
2927(+118.3%)
Value:
$1.6B(+104.4%)
MORGAN STANLEY
MS|617446448
Shares:
13110(+2.2%)
Value:
$1.5B(-5.2%)