Crestwood Advisors Group, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001426853
- Manager Name
- Crestwood Advisors Group, LLC
Data Enrichment
86% identified427 identified68 unidentified
Holdings
495 positions
Manager:
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Page 19 of 25
464288570
Shares:
4216(+0.0%)
Value:
$431.7M(-7.1%)
12532H104
Shares:
4131(-1.4%)
Value:
$412.4M(-10.0%)
464288513
Shares:
4942(+0.0%)
Value:
$389.9M(+0.3%)
464288323
Shares:
7333(-2.6%)
Value:
$386.1M(-3.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
W. P. Carey Inc.(WPCcusip92936U109) | 6.9K | QoQ +2.76% (+185)YoY +1.91% (+129) | All Managers (Combined) | $434.0K | |
13.1K | All Managers (Combined) | $433.3K | |||
(cusip464288570)✕ | 4.2K | QoQ 0.00% (-0)YoY +1.44% (+60) | All Managers (Combined) | $431.7K | |
Eversource Energy(EScusip30040W108) | 6.9K | All Managers (Combined) | $428.7K | ||
1.6K | All Managers (Combined) | $427.6K | |||
5.8K | All Managers (Combined) | $413.6K | |||
(cusip12532H104)✕ | 4.1K | QoQ -1.40% (-59)YoY +0.14% (-6) | All Managers (Combined) | $412.4K | |
5.3K | QoQ -1.40% (-75)YoY NEW(+5.3K) | All Managers (Combined) | $409.0K | YoY NEW(+$409.0K) | |
20.7K | All Managers (Combined) | $408.5K | |||
7.7K | QoQ +0.23% (-18)YoY +2.21% (-168) | All Managers (Combined) | $403.1K | ||
Cms Energy Corp(CMScusip125896100) | 5.3K | All Managers (Combined) | $400.9K | ||
Waters Corp /De/(WATcusip941848103) | 1.1K | QoQ +4.77% (+49) | All Managers (Combined) | $396.2K | |
1.7K | QoQ +3.74% (+61)YoY NEW(+1.7K) | All Managers (Combined) | $391.5K | YoY NEW(+$391.5K) | |
1.3K | All Managers (Combined) | $390.8K | |||
(cusip464288513)✕ | 4.9K | QoQ 0.00% (+0) | All Managers (Combined) | $389.9K | |
6.9K | QoQ -1.46% (-103)YoY +1.43% (+98) | All Managers (Combined) | $388.7K | ||
Mckesson Corp(MCKcusip58155Q103) | 574 | YoY NEW(+574) | All Managers (Combined) | $386.3K | YoY NEW(+$386.3K) |
(cusip464288323)✕ | 7.3K | All Managers (Combined) | $386.1K | ||
1.3K | YoY NEW(+1.3K) | All Managers (Combined) | $381.4K | YoY NEW(+$381.4K) | |
10.8K | QoQ NEW(+10.8K) YoY NEW(+10.8K) | All Managers (Combined) | $375.9K | QoQ NEW(+$375.9K) YoY NEW(+$375.9K) |