CA

Crestwood Advisors Group, LLC

13F
Crestwood Advisors Group, LLC
Last update 2024-10-31 443 Stocks (30 new)
Value $5.24 Bil Turnover 5 %
Countries:
Top Holdings: AAPL(6.49%)MSFT(4.51%)AMZN(3.28%)GOOGL(2.41%)FI(2.27%)
Portfolio Report
Summary Stock Picks Current Portfolio
Crestwood Advisors Group, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
1,458,210
339755.130
+0.42%
6.490
+0.03%
0.010
+6.64%
+18.46%
3430687.188
Hardware
MSFT 		Microsoft Corp
548,630
236073.890
-12.99%
4.510
-0.76%
0.010
+5.12%
+12.98%
3141534.523
Software
AMZN 		Amazon.com Inc
921,024
171615.700
+9.68%
3.280
+0.29%
0.010
+25.56%
+37.01%
2189014.992
Retail - Cyclical
GOOGL 		Alphabet Inc
760,173
126073.010
+3.28%
2.410
+0.08%
0.010
+10.22%
+27.99%
2191538.690
Interactive Media
FI 		Fiserv Inc
660,812
118713.980
-0.13%
2.270
0%
0.120
+31.56%
+58.61%
119871.177
Software
BRK.B 		Berkshire Hathaway Inc
255,026
117377.120
+3.84%
2.240
+0.08%
0.010
+7.39%
+29.93%
999724.216
Insurance
AGG 		iShares Core U.S. Aggregate Bond ETF
1,038,982
105218.710
+282.09%
2.010
+1.48%
0.090
-0.71%
-0.76%
118747.259
 
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF
2,183,438
99367.340
+1.74%
1.900
+0.03%
0.830
+12.73%
+14.60%
12857.766
 
V 		Visa Inc
342,417
94147.740
-0.07%
1.800
0%
0.020
+18.73%
+18.93%
597786.897
Credit Services
DHR 		Danaher Corp
333,248
92649.160
+0.38%
1.770
+0.01%
0.050
-8.57%
+6.41%
177239.097
Medical Diagnostics & Research

Crestwood Advisors Group, LLC's Historical Top Holdings Breakdowns

Crestwood Advisors Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+1.48%
●
96.25 ($99.77) 101.98
$98.50
-1.27%
Add 282.09%
1,038,982
767,063
META 		Meta Platforms Inc2024-09-30Add
+1.08%
●
453.41 ($514.55) 572.44
$589.50
14.57%
Add 920.82%
109,360
98,647
MSFT 		Microsoft Corp2024-09-30Reduce
-0.76%
●
395.15 ($427.47) 467.56
$422.54
-1.15%
Reduce -12.99%
548,630
-81,887
LRCX 		Lam Research Corp2024-09-30Add
+0.42%
●
73.16 ($86.94) 112.73
$78.20
-10.05%
Add 2112.7%
283,890
27,106
COST 		Costco Wholesale Corp2024-09-30Reduce
-0.36%
●
801.83 ($867.9) 917.08
$943.80
8.75%
Reduce -20.23%
81,850
-20,758
MA 		Mastercard Inc2024-09-30Add
+0.36%
●
429.6 ($465.04) 500.99
$524.76
12.84%
Add 254.13%
52,563
37,720
TJX 		TJX Companies Inc2024-09-30Reduce
-0.35%
●
107.93 ($114.67) 120.23
$117.83
2.76%
Reduce -19.2%
641,745
-152,498
AMZN 		Amazon.com Inc2024-09-30Add
+0.29%
●
161.02 ($182.46) 200
$208.18
14.10%
Add 9.68%
921,024
81,279
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.28%
●
520.18 ($556.01) 576.82
$601.13
8.11%
Add 31.26%
108,061
25,732
BX 		Blackstone Inc2024-09-30Reduce
-0.23%
●
120.77 ($138.73) 159.66
$177.46
27.92%
Reduce -15.11%
511,094
-90,998

Crestwood Advisors Group, LLC Total Holding History ($B)

To

Crestwood Advisors Group, LLC's Asset Allocation

To

Crestwood Advisors Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Crestwood Advisors Group, LLC's Hypothetical Growth since 2024-09-30

Crestwood Advisors Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Crestwood Advisors Group, LLC's Holdings Heat Map

Size field:

Crestwood Advisors Group, LLC's Holdings Bubble Chart

Crestwood Advisors Group, LLC News

  • 1

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