Crestwood Advisors Group LLC Top Holdings and 13F Report (2025) About Crestwood Advisors Group LLCInvestment ActivityCrestwood Advisors Group LLC has $5.26 billion in total holdings as of March 31, 2025.Crestwood Advisors Group LLC owns shares of 495 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 6.16% of the portfolio was purchased this quarter.About 3.57% of the portfolio was sold this quarter.This quarter, Crestwood Advisors Group LLC has purchased 456 new stocks and bought additional shares in 242 stocks.Crestwood Advisors Group LLC sold shares of 169 stocks and completely divested from 17 stocks this quarter.Largest Holdings Apple $329,089,837Microsoft $209,861,552Amazon.com $180,152,384Fiserv $144,741,883Berkshire Hathaway $137,905,537 Largest New Holdings this Quarter 46641Q118 - JPMorgan Market Expansion Enhanced Equity ETF $63,618,247 Holding46137V472 - Invesco S&P MidCap Quality ETF $27,231,161 Holding25243Q205 - Diageo $16,944,170 Holding49845K101 - KLAVIYO INC COM SER A $3,901,755 Holding78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF $3,475,941 Holding Largest Purchases this Quarter JPMorgan Market Expansion Enhanced Equity ETF 1,136,446 shares (about $63.62M)AstraZeneca 426,605 shares (about $31.36M)Invesco S&P MidCap Quality ETF 297,511 shares (about $27.23M)NVIDIA 160,242 shares (about $17.37M)Diageo 161,696 shares (about $16.94M) Largest Sales this Quarter Fortive 426,514 shares (about $31.21M)SPDR Portfolio S&P 600 Small Cap ETF 581,010 shares (about $23.68M)Stryker 41,814 shares (about $15.57M)AllianceBernstein 261,609 shares (about $10.02M)QUALCOMM 51,541 shares (about $7.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrestwood Advisors Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$329,089,837$5,083,668 ▲1.6%1,481,5196.3%Computer and TechnologyMSFTMicrosoft$209,861,552$1,075,868 ▲0.5%559,0494.0%Computer and TechnologyAMZNAmazon.com$180,152,384$863,209 ▲0.5%946,8753.4%Retail/WholesaleFIFiserv$144,741,883$1,113,866 ▼-0.8%655,4452.8%Business ServicesBRK.BBerkshire Hathaway$137,905,537$1,804,911 ▲1.3%258,9392.6%FinanceGOOGLAlphabet$123,578,260$4,049,558 ▲3.4%799,1352.3%Computer and TechnologyVVisa$120,532,684$109,344 ▲0.1%343,9272.3%Business ServicesMETAMeta Platforms$110,857,107$5,669,078 ▲5.4%192,3402.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$100,906,951$5,162,044 ▲5.4%1,020,0861.9%FinanceBKNGBooking$92,309,088$755,537 ▲0.8%20,0371.8%Retail/WholesaleCRMSalesforce$80,395,652$565,972 ▲0.7%299,5811.5%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$77,781,421$1,799,748 ▲2.4%3,384,0081.5%ETFHONHoneywell International$74,748,122$939,111 ▼-1.2%353,0021.4%Multi-Sector ConglomeratesMUBiShares National Muni Bond ETF$73,327,245$6,443,021 ▲9.6%695,4401.4%ETFCOSTCostco Wholesale$72,417,932$2,566,831 ▼-3.4%76,5701.4%Retail/WholesaleBXBlackstone$70,894,224$33,687 ▼0.0%507,1841.3%FinanceHDHome Depot$69,493,871$6,357,139 ▼-8.4%189,6201.3%Retail/WholesaleIVViShares Core S&P 500 ETF$67,782,039$1,448,579 ▼-2.1%120,6301.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$65,961,885$23,681,974 ▼-26.4%1,618,2991.3%ETFDHRDanaher$65,841,943$1,870,831 ▼-2.8%321,1801.3%MedicalVTEBVanguard Tax-Exempt Bond ETF$64,983,573$3,327,268 ▲5.4%1,309,6251.2%ETFACNAccenture$64,915,172$2,492,885 ▼-3.7%208,0351.2%Computer and TechnologyJMEEJPMorgan Market Expansion Enhanced Equity ETF$63,618,247$63,618,247 ▲New Holding1,136,4461.2%ETFJNJJohnson & Johnson$62,697,072$1,055,902 ▼-1.7%378,0581.2%MedicalJPMJPMorgan Chase & Co.$61,739,454$1,134,265 ▲1.9%251,6901.2%FinanceHLTHilton Worldwide$60,937,973$623,260 ▼-1.0%267,8001.2%Consumer DiscretionaryTJXTJX Companies$60,674,651$7,778,024 ▼-11.4%498,1501.2%Retail/WholesaleGOOGAlphabet$57,031,893$240,594 ▼-0.4%365,0511.1%Computer and TechnologyTMOThermo Fisher Scientific$56,143,813$3,447,877 ▼-5.8%112,8291.1%MedicalXYLXylem$55,942,006$697,168 ▼-1.2%468,2911.1%Business ServicesADBEAdobe$55,901,722$555,734 ▼-1.0%145,7561.1%Computer and TechnologyNVDANVIDIA$53,538,034$17,367,044 ▲48.0%493,9841.0%Computer and TechnologyROPRoper Technologies$53,026,304$1,474,541 ▲2.9%89,9391.0%Computer and TechnologyAMATApplied Materials$50,885,413$1,036,881 ▼-2.0%350,6441.0%Computer and TechnologySCHWCharles Schwab$50,171,862$1,400,195 ▼-2.7%640,9281.0%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$49,688,311$1,237,181 ▲2.6%407,2480.9%ETFBRK.ABerkshire Hathaway$44,712,7300.0%560.8%FinanceVSLUApplied Finance Valuation Large Cap ETF$42,368,371$1,244,010 ▲3.0%1,209,7710.8%ETFSPGIS&P Global$40,679,792$279,962 ▼-0.7%80,0630.8%Business ServicesMKCMcCormick & Company, Incorporated$40,149,130$6,704,568 ▼-14.3%487,7790.8%Consumer StaplesQCOMQUALCOMM$37,600,996$7,917,220 ▼-17.4%244,7820.7%Computer and TechnologyKLACKLA$35,835,333$112,166 ▼-0.3%52,7150.7%Computer and TechnologyZTSZoetis$35,460,874$560,469 ▼-1.6%215,3710.7%MedicalKMIKinder Morgan$35,110,824$144,904 ▼-0.4%1,230,6630.7%EnergyKVUEKenvue$35,001,951$611,274 ▼-1.7%1,459,6310.7%Consumer StaplesMAMastercard$34,024,141$2,246,205 ▲7.1%62,0740.6%Business ServicesGMO U.S. QUALITY ETF SHS$32,743,285$849,897 ▲2.7%1,047,4500.6%ETFAVGOBroadcom$32,682,827$2,454,690 ▲8.1%195,2030.6%Computer and TechnologyCMECME Group$32,426,546$1,893,899 ▲6.2%122,2310.6%FinanceSPYSPDR S&P 500 ETF Trust$32,276,053$683,011 ▲2.2%57,6990.6%FinanceAZNAstraZeneca$31,782,075$31,355,481 ▲7,350.2%432,4090.6%MedicalIEFAiShares Core MSCI EAFE ETF$31,731,893$3,617,428 ▼-10.2%419,4570.6%ETFSHWSherwin-Williams$30,560,257$2,377,274 ▼-7.2%87,5180.6%Basic MaterialsLLYEli Lilly and Company$30,513,734$740,007 ▲2.5%36,9460.6%MedicalAPHAmphenol$29,146,003$812,856 ▼-2.7%444,3670.6%Computer and TechnologyVOOVanguard S&P 500 ETF$29,063,307$1,384,995 ▲5.0%56,5530.6%ETFMTDMettler-Toledo International$28,752,563$905,751 ▼-3.1%24,3480.5%MedicalXLEEnergy Select Sector SPDR Fund$27,680,672$1,294,191 ▼-4.5%296,2080.5%ETFXMHQInvesco S&P MidCap Quality ETF$27,231,161$27,231,161 ▲New Holding297,5110.5%ETFPGProcter & Gamble$26,891,798$383,957 ▼-1.4%157,7970.5%Consumer StaplesPWRQuanta Services$26,233,034$448,880 ▼-1.7%103,2070.5%ConstructionORCLOracle$25,518,699$33,554 ▼-0.1%182,5240.5%Computer and TechnologyABBVAbbVie$24,952,409$1,272,208 ▲5.4%119,0930.5%MedicalLAM RESEARCH CORP COM NEW$24,686,620$863,168 ▲3.6%339,5680.5%StockEMXCiShares MSCI Emerging Markets ex China ETF$24,256,897$5,400,968 ▼-18.2%440,3140.5%ManufacturingMMCMarsh & McLennan Companies$24,120,415$366,045 ▼-1.5%98,8420.5%FinanceIQVIQVIA$23,101,735$6,297,588 ▲37.5%131,0370.4%MedicalUSIGiShares Broad USD Investment Grade Corporate Bond ETF$22,305,408$1,491,383 ▲7.2%436,6760.4%ManufacturingURIUnited Rentals$22,219,419$523,916 ▼-2.3%35,4550.4%ConstructionSYKStryker$21,912,797$15,565,211 ▼-41.5%58,8660.4%MedicalBACBank of America$21,550,143$513,655 ▼-2.3%516,4180.4%FinanceSTZConstellation Brands$21,270,969$2,443,395 ▼-10.3%115,9050.4%Consumer StaplesOLEDUniversal Display$18,315,751$445,219 ▼-2.4%131,3150.3%Computer and TechnologyTXNTexas Instruments$17,515,930$10,492,702 ▲149.4%97,4730.3%Computer and TechnologyDEODiageo$16,944,170$16,944,170 ▲New Holding161,6960.3%Consumer StaplesIGViShares Expanded Tech-Software Sector ETF$16,875,619$352,489 ▼-2.0%189,6350.3%ETFSEICSEI Investments$16,144,944$82,210 ▼-0.5%207,9730.3%FinanceNXPINXP Semiconductors$15,891,696$566,950 ▼-3.4%83,6140.3%Computer and TechnologyXOMExxon Mobil$15,559,868$44,480 ▲0.3%130,8320.3%EnergyIWViShares Russell 3000 ETF$13,785,968$11,117 ▲0.1%43,4010.3%ETFPANWPalo Alto Networks$13,304,572$2,062,175 ▲18.3%77,9690.3%Computer and TechnologyWMBWilliams Companies$13,220,521$40,876 ▲0.3%221,2270.3%EnergyEWEdwards Lifesciences$12,938,696$523,016 ▼-3.9%178,5140.2%MedicalMFCManulife Financial$12,918,902$702,900 ▼-5.2%414,7320.2%FinanceCVXChevron$12,678,914$97,363 ▲0.8%75,7900.2%EnergyABTAbbott Laboratories$12,179,306$304,831 ▲2.6%91,8150.2%MedicalCHDChurch & Dwight$12,089,013$44,697 ▲0.4%109,8100.2%Consumer StaplesQQQInvesco QQQ$12,021,058$1,056,930 ▲9.6%25,6360.2%FinanceSFStifel Financial$11,991,474$177,397 ▼-1.5%127,2170.2%FinanceCSCOCisco Systems$11,303,208$103,302 ▲0.9%183,1670.2%Computer and TechnologyIYEiShares U.S. Energy ETF$10,871,802$257,987 ▼-2.3%220,5230.2%ETFPEPPepsiCo$10,666,054$545,935 ▼-4.9%71,1350.2%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$10,408,329$974,065 ▼-8.6%99,5350.2%ETFKOCoca-Cola$10,383,835$325,728 ▲3.2%144,9850.2%Consumer StaplesMCDMcDonald's$10,261,329$1,987,605 ▲24.0%32,8500.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$9,980,487$92,922 ▼-0.9%51,4480.2%ETFMRKMerck & Co., Inc.$9,851,261$639,092 ▼-6.1%109,7510.2%MedicalJJacobs Solutions$9,668,690$181,698 ▼-1.8%79,9790.2%Business ServicesSTAGSTAG Industrial$9,608,035$465,009 ▼-4.6%266,0030.2%FinanceEFAiShares MSCI EAFE ETF$9,355,744$1,917,882 ▼-17.0%114,4710.2%FinanceShowing largest 100 holdings. 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