Crestwood Advisors Group, LLC

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, LLC
Data Enrichment
86% identified
427 identified68 unidentified

Holdings

495 positions
Manager:
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Page 19 of 25
W. P. Carey Inc.
Shares:
6877(+2.8%)
Value:
$434.0M(+19.0%)
25434V708
Shares:
13134(-2.0%)
Value:
$433.3M(-6.5%)
464288570
Shares:
4216(+0.0%)
Value:
$431.7M(-7.1%)
EVERSOURCE ENERGY
Shares:
6903(-1.0%)
Value:
$428.7M(+7.0%)
TRAVELERS COMPANIES, INC.
Shares:
1617(-34.9%)
Value:
$427.6M(-28.6%)
Shares:
5796(+18.3%)
Value:
$413.6M(-3.8%)
12532H104
Shares:
4131(-1.4%)
Value:
$412.4M(-10.0%)
Arista Networks, Inc.
Shares:
5278(-1.4%)
Value:
$409.0M(-30.9%)
808524805
Shares:
20654(-18.4%)
Value:
$408.5M(-12.7%)
BALL Corp
Shares:
7742(+0.2%)
Value:
$403.1M(-5.3%)
CMS ENERGY CORP
Shares:
5338(-2.1%)
Value:
$400.9M(+10.3%)
WATERS CORP /DE/
Shares:
1075(+4.8%)
Value:
$396.2M(+4.1%)
VEEVA SYSTEMS INC
Shares:
1690(+3.7%)
Value:
$391.5M(+14.3%)
Air Products & Chemicals, Inc.
Shares:
1325(+21.1%)
Value:
$390.8M(+23.2%)
464288513
Shares:
4942(+0.0%)
Value:
$389.9M(+0.3%)
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
Shares:
6904(-1.5%)
Value:
$388.7M(-12.3%)
MCKESSON CORP
Shares:
574(+31.4%)
Value:
$386.3M(+55.0%)
464288323
Shares:
7333(-2.6%)
Value:
$386.1M(-3.7%)
Verisk Analytics, Inc.
Shares:
1282(+68.9%)
Value:
$381.4M(+82.5%)
CIVITAS RESOURCES, INC.
Shares:
10774
Value:
$375.9M