Crestwood Advisors Group
$5.9B Assets Reported
799 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 1,392,748 | $353M | 5.9% |
| IVV | ISHARES CORE S&P 500 ETF | 435,333 | $284M | 4.8% |
| GOOGL | ALPHABET INC CAP STK CL A | 728,002 | $209M | 3.5% |
| MSFT | MICROSOFT CORP COM | 535,920 | $198M | 3.3% |
| NVDA | NVIDIA CORPORATION COM | 1,022,886 | $178M | 3.0% |
| AMZN | AMAZON COM INC COM | 828,403 | $173M | 2.9% |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | 2,824,330 | $118M | 2.0% |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 1,139,242 | $113M | 1.9% |
| GOOG | ALPHABET INC CAP STK CL C | 345,436 | $99M | 1.7% |
| V | VISA INC COM CL A | 324,344 | $98M | 1.6% |
Track Crestwood Advisors Group's 13F portfolio: $5.9B in reported holdings, 799 positions. Top holdings, AUM, and quarterly changes on SentiSense.