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 5 of 25
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Value:
$12.2B(+20.3%)
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CHD|171340102
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107967(+0.4%)
Value:
$11.9B(+5.5%)
STIFEL FINANCIAL CORP
SF|860630102
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125217(-1.5%)
Value:
$11.8B(-12.4%)
CISCO SYSTEMS, INC.
CSCO|17275R102
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Value:
$11.3B(+5.2%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
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23343(+9.0%)
Value:
$10.9B(-0.1%)
464287796
464287796
Shares:
220523(-2.3%)
Value:
$10.9B(+5.7%)
PEPSICO INC
PEP|713448108
Shares:
71135(-4.9%)
Value:
$10.7B(-6.2%)
COCA COLA CO
KO|191216100
Shares:
144848(+3.2%)
Value:
$10.4B(+18.8%)
MCDONALDS CORP
MCD|580135101
Shares:
32800(+24.1%)
Value:
$10.2B(+33.7%)
464287804
IJR|464287804
Shares:
97900(-8.7%)
Value:
$10.2B(-17.1%)
921908844
VIG|921908844
Shares:
51448(-0.9%)
Value:
$10.0B(-1.9%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
109751(-6.1%)
Value:
$9.9B(-15.3%)
STAG Industrial, Inc.
STAG|85254J102
Shares:
264003(-4.6%)
Value:
$9.5B(+1.8%)
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J|46982L108
Shares:
78022(-2.4%)
Value:
$9.4B(-11.7%)
464287465
EFA|464287465
Shares:
114471(-17.0%)
Value:
$9.4B(-10.3%)
464288646
464288646
Shares:
175563(+2.1%)
Value:
$9.2B(+3.4%)