Crestwood Advisors Group LLC Top Holdings and 13F Report (2026) About Crestwood Advisors Group LLCInvestment ActivityCrestwood Advisors Group LLC has $5.94 billion in total holdings as of March 31, 2026.Crestwood Advisors Group LLC owns shares of 765 different stocks, but just 77 companies or ETFs make up 80% of its holdings.Approximately 8.45% of the portfolio was purchased this quarter.About 4.58% of the portfolio was sold this quarter.This quarter, Crestwood Advisors Group LLC has purchased 693 new stocks and bought additional shares in 413 stocks.Crestwood Advisors Group LLC sold shares of 211 stocks and completely divested from 35 stocks this quarter.Largest Holdings Apple $353,454,997iShares Core S&P 500 ETF $284,363,863Alphabet $209,331,913Microsoft $198,375,071NVIDIA $178,391,341 Largest New Holdings this Quarter G0593M107 - AstraZeneca $45,925,211 Holding921937793 - Vanguard Long-Term Bond ETF $7,984,899 Holding199908104 - Comfort Systems USA $3,588,132 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $1,929,348 Holding37960A529 - GLOBAL X DEFENSE TECH ETF $1,739,901 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 84,404 shares (about $55.13M)AstraZeneca 232,867 shares (about $45.93M)Applied Finance Valuation Large Cap ETF 824,524 shares (about $34.47M)NVIDIA 177,743 shares (about $31.00M)Intuit 35,908 shares (about $15.53M) Largest Sales this Quarter Salesforce 129,452 shares (about $24.16M)Adobe 66,838 shares (about $16.25M)ROPER TECHNOLOGIES INC COM 32,932 shares (about $11.65M)Texas Instruments 46,105 shares (about $8.95M)iShares Expanded Tech-Software Sector ETF 109,560 shares (about $8.77M) 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$353,454,997$2,954,281 ▲0.8%1,392,7485.9%Computer and TechnologyIVViShares Core S&P 500 ETF$284,363,863$55,133,536 ▲24.1%435,3334.8%ETFGOOGLAlphabet$209,331,913$967,582 ▲0.5%728,0023.5%Computer and TechnologyMSFTMicrosoft$198,375,071$1,244,471 ▼-0.6%535,9203.3%Computer and TechnologyNVDANVIDIA$178,391,341$30,998,383 ▲21.0%1,022,8863.0%Computer and TechnologyAMZNAmazon.com$172,525,712$5,415,255 ▼-3.0%828,4032.9%Retail/WholesaleVSLUApplied Finance Valuation Large Cap ETF$118,085,256$34,473,354 ▲41.2%2,824,3302.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$113,091,966$8,095,625 ▲7.7%1,139,2421.9%FinanceGOOGAlphabet$99,085,194$1,249,766 ▼-1.2%345,4361.7%Computer and TechnologyVVisa$98,028,943$1,659,889 ▲1.7%324,3441.6%Business ServicesAMATApplied Materials$97,399,245$7,928,549 ▼-7.5%284,9911.6%Computer and TechnologyAVGOBroadcom$96,346,224$7,814,207 ▲8.8%311,2861.6%Computer and TechnologyBRK.BBerkshire Hathaway$94,005,012$4,029,526 ▼-4.1%196,1741.6%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$83,425,355$215,974 ▲0.3%1,726,6471.4%ETFGOVTiShares U.S. Treasury Bond ETF$79,175,971$350,453 ▲0.4%3,455,9681.3%ETFJPMJPMorgan Chase & Co.$78,518,688$7,033,368 ▲9.8%266,9251.3%FinanceMETAMeta Platforms$77,618,278$6,066,440 ▼-7.2%135,6751.3%Computer and TechnologyCOSTCostco Wholesale$73,808,317$923,688 ▲1.3%74,0731.2%Retail/WholesaleBKNGBooking$72,600,868$4,003,910 ▼-5.2%17,2441.2%Retail/WholesaleTJXTJX Companies$71,494,434$2,376,600 ▼-3.2%447,6901.2%Retail/WholesaleHLTHilton Worldwide$69,086,307$4,861,738 ▼-6.6%227,2071.2%Consumer DiscretionaryJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$66,993,666$593,185 ▲0.9%1,003,3501.1%ETFGMO US QUALITY ETF$64,028,460$14,053,033 ▲28.1%1,769,7201.1%ETFJNJJohnson & Johnson$62,452,843$4,557,540 ▲7.9%255,4961.1%MedicalMUBiShares National Muni Bond ETF$60,120,369$3,294,459 ▲5.8%566,3741.0%ETFKLACKLA$60,119,129$3,979,576 ▼-6.2%40,8341.0%Computer and TechnologyLAM RESEARCH CORP COM NEW$59,342,194$4,254,461 ▼-6.7%277,7651.0%StockBXBlackstone$57,516,616$123,269 ▼-0.2%500,1881.0%FinanceHDHome Depot$56,169,831$1,954,900 ▼-3.4%170,7880.9%Retail/WholesalePWRQuanta Services$55,007,472$455,687 ▼-0.8%100,1920.9%ConstructionDHRDanaher$54,326,027$2,742,314 ▼-4.8%286,5360.9%MedicalIEFAiShares Core MSCI EAFE ETF$54,087,234$14,923,778 ▲38.1%597,5380.9%ETFAPHAmphenol$53,579,389$620,758 ▼-1.1%424,0550.9%Computer and TechnologyHONHoneywell International$50,244,465$2,325,120 ▼-4.4%222,2960.8%Multi-Sector ConglomeratesXYLXylem$48,396,195$3,966,327 ▼-7.6%405,0010.8%Business ServicesSUBiShares Short-Term National Muni Bond ETF$46,232,532$7,869,716 ▼-14.5%434,1080.8%ETFAZNCFAstraZeneca$45,925,211$45,925,211 ▲New Holding232,8670.8%MedicalTMOThermo Fisher Scientific$45,860,208$1,403,287 ▼-3.0%93,3030.8%MedicalCMECME Group$45,324,241$2,995,153 ▼-6.2%153,4590.8%FinanceKMIKinder Morgan$43,191,177$2,404,370 ▲5.9%1,288,1350.7%EnergyVOOVanguard S&P 500 ETF$41,749,131$7,255,940 ▲21.0%69,8970.7%ETFBACBank of America$40,374,253$3,342,689 ▲9.0%828,1900.7%FinanceSPYSPDR S&P 500 ETF Trust$39,995,263$5,586,421 ▼-12.3%61,4990.7%FinanceBRK.ABerkshire Hathaway$39,497,7000.0%550.7%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$36,584,740$474,734 ▲1.3%465,1560.6%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$35,676,886$6,249,494 ▼-14.9%715,1140.6%ETFMAMastercard$35,669,416$1,183,684 ▼-3.2%71,3880.6%Business ServicesIJHiShares Core S&P Mid-Cap ETF$34,331,694$2,052,573 ▲6.4%508,3920.6%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$33,195,960$109,427 ▼-0.3%647,9790.6%ManufacturingQCOMQualcomm$32,759,264$462,448 ▲1.4%254,3820.6%Computer and TechnologyLLYEli Lilly and Company$32,511,873$13,716,464 ▲73.0%35,3480.5%MedicalPEPPepsiCo$31,281,511$139,140 ▲0.4%201,4390.5%Consumer StaplesXMHQInvesco S&P MidCap Quality ETF$30,598,814$1,059,231 ▲3.6%296,0130.5%ETFMTDMettler-Toledo International$30,184,050$408,625 ▼-1.3%23,9330.5%MedicalEOGEOG Resources$28,770,679$6,059,062 ▲26.7%199,0090.5%EnergySPGIS&P Global$28,073,725$3,723,740 ▼-11.7%66,0050.5%FinanceORCLOracle$27,702,642$11,916 ▲0.0%188,3120.5%Computer and TechnologyTXNTexas Instruments$26,895,891$8,950,672 ▼-25.0%138,5410.5%Computer and TechnologyABBVAbbVie$26,119,865$191,391 ▲0.7%120,0970.4%MedicalXOMExxonMobil$25,881,534$3,441,223 ▲15.3%152,5490.4%EnergyURIUnited Rentals$25,716,374$161,010 ▼-0.6%35,2980.4%ConstructionQQQInvesco QQQ$25,364,999$488,876 ▼-1.9%43,9460.4%FinanceUSBU.S. Bancorp$25,165,380$2,695,000 ▲12.0%483,8570.4%FinanceCRMSalesforce$24,393,680$24,164,268 ▼-49.8%130,6810.4%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$23,392,814$4,636,460 ▲24.7%279,9190.4%ETFPGProcter & Gamble$23,285,948$303,758 ▲1.3%161,2150.4%Consumer StaplesSHWSherwin-Williams$23,149,437$1,581,226 ▼-6.4%72,2200.4%Basic MaterialsITOTiShares Core S&P Total U.S. Stock Market ETF$20,186,726$643,774 ▼-3.1%141,7330.3%ETFACNAccenture$20,064,675$7,989,464 ▼-28.5%101,1890.3%Computer and TechnologyMFCManulife Financial$19,984,568$5,624,534 ▲39.2%580,2720.3%FinanceNXPINXP Semiconductors$18,999,454$2,745,790 ▲16.9%96,5130.3%Computer and TechnologyVOVanguard Mid-Cap ETF$18,432,756$9,435,641 ▲104.9%64,1850.3%ETFINTUIntuit$17,099,846$15,525,975 ▲986.5%39,5480.3%Computer and TechnologyCATCaterpillar$17,095,456$713,432 ▲4.4%24,1300.3%IndustrialsCVXChevron$17,067,152$1,710,646 ▲11.1%82,4900.3%EnergyMARSH & MCLENNAN COS INC COM$16,778,777$1,388 ▲0.0%96,7360.3%StockIWViShares Russell 3000 ETF$15,769,815$10,379 ▲0.1%42,5430.3%ETFWMBWilliams Companies$15,517,636$45,633 ▼-0.3%213,2130.3%EnergySEICSEI Investments$15,396,834$11,566,949 ▲302.0%196,2130.3%FinanceCSCOCisco Systems$15,309,852$361,648 ▲2.4%197,3170.3%Computer and TechnologySFStifel Financial$14,310,593$4,879,969 ▲51.7%193,5960.2%FinanceSYKStryker$14,226,166$433,735 ▼-3.0%43,2950.2%MedicalMRKMerck & Co., Inc.$13,858,851$1,357,232 ▲10.9%115,2120.2%MedicalGSThe Goldman Sachs Group$13,837,652$1,043,090 ▲8.2%16,3570.2%FinanceIQVIQVIA$13,651,421$6,380,361 ▼-31.9%80,0510.2%MedicalEWEdwards Lifesciences$13,625,534$136,056 ▼-1.0%170,1490.2%MedicalOLEDUniversal Display$13,543,914$1,217,883 ▲9.9%147,7630.2%Computer and TechnologyNOWServiceNow$13,316,795$7,562,699 ▲131.4%127,3730.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$13,181,788$971,696 ▲8.0%188,9980.2%ETFNEENextEra Energy$12,955,642$2,924,976 ▲29.2%139,4880.2%UtilitiesIJRiShares Core S&P Small-Cap ETF$12,802,682$263,755 ▲2.1%103,0020.2%ETFVBVanguard Small-Cap ETF$12,684,308$4,051,917 ▲46.9%48,4280.2%ETFSCHWCharles Schwab$12,535,731$522,596 ▲4.4%133,3940.2%FinanceADIAnalog Devices$11,859,775$428,858 ▼-3.5%37,2780.2%Computer and TechnologyZTSZoetis$11,752,599$1,861,721 ▼-13.7%99,4260.2%MedicalEFAiShares MSCI EAFE ETF$11,515,638$202,516 ▼-1.7%118,5590.2%FinancePANWPalo Alto Networks$11,460,434$568,332 ▲5.2%71,4850.2%Computer and TechnologyKOCocaCola$11,115,626$43,196 ▲0.4%146,1620.2%Consumer StaplesTTTrane Technologies$11,082,012$153,361 ▲1.4%26,5920.2%ConstructionJJacobs Solutions$10,734,457$213,068 ▲2.0%84,3370.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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