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 24 of 25
46429B309
Shares:
13353
Value:
$217.7M
02072L532
Shares:
11069(+0.0%)
Value:
$215.2M(-10.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.6K | All Managers (Combined) | $232.9K | |||
Dte Energy Co(DTEcusip233331107) | 1.7K | QoQ -1.75% (-30)YoY NEW(+1.7K) | All Managers (Combined) | $232.4K | YoY NEW(+$232.4K) |
Paychex Inc(PAYXcusip704326107) | 1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $229.1K | QoQ NEW(+$229.1K) YoY NEW(+$229.1K) |
2.0K | All Managers (Combined) | $229.1K | |||
Exelon Corp(EXCcusip30161N101) | 4.9K | QoQ NEW(+4.9K) YoY NEW(+4.9K) | All Managers (Combined) | $227.8K | QoQ NEW(+$227.8K) YoY NEW(+$227.8K) |
387 | QoQ NEW(+387) YoY NEW(+387) | All Managers (Combined) | $224.5K | QoQ NEW(+$224.5K) YoY NEW(+$224.5K) | |
(cusip46429B309)✕ | 13.4K | QoQ NEW(+13.4K) YoY NEW(+13.4K) | All Managers (Combined) | $217.7K | QoQ NEW(+$217.7K) YoY NEW(+$217.7K) |
Rbc Bearings Inc(RBCcusip75524B104) | 674 | QoQ -5.99% (-43)YoY NEW(+674) | All Managers (Combined) | $216.9K | YoY NEW(+$216.9K) |
893 | QoQ -1.86% (-17)YoY NEW(+893) | All Managers (Combined) | $216.5K | YoY NEW(+$216.5K) | |
940 | QoQ +4.79% (+43) | All Managers (Combined) | $215.2K | ||
(cusip02072L532)✕ | 11.1K | All Managers (Combined) | $215.2K | ||
1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $211.9K | QoQ NEW(+$211.9K) YoY NEW(+$211.9K) | |
1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $209.0K | QoQ NEW(+$209.0K) YoY NEW(+$209.0K) | |
4.8K | QoQ -0.39% (-19)YoY +7.10% (-320) | All Managers (Combined) | $208.7K | ||
3.3K | QoQ NEW(+3.3K) YoY NEW(+3.3K) | All Managers (Combined) | $208.3K | QoQ NEW(+$208.3K) YoY NEW(+$208.3K) | |
Primerica, Inc.(PRIcusip74164M108) | 726 | QoQ NEW(+726) YoY NEW(+726) | All Managers (Combined) | $206.6K | QoQ NEW(+$206.6K) YoY NEW(+$206.6K) |
Sunrun Inc.(RUNcusip86771W105) | 35.0K | All Managers (Combined) | $205.4K | ||
Doordash, Inc.(DASHcusip25809K105) | 1.1K | QoQ NEW(+1.1K) YoY NEW(+1.1K) | All Managers (Combined) | $205.1K | QoQ NEW(+$205.1K) YoY NEW(+$205.1K) |
Xcel Energy Inc(XELcusip98389B100) | 2.8K | QoQ NEW(+2.8K) YoY NEW(+2.8K) | All Managers (Combined) | $200.1K | QoQ NEW(+$200.1K) YoY NEW(+$200.1K) |
1.2K | All Managers (Combined) | $200.0K |