CIK 1426853
Crestwood Advisors Group, LLC
Institutional 13F holdings & portfolio
Holdings
693
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 693
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS COM | 33K | $1M+ | SH |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | 177K | $1M+ | SH |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 160K | $1M+ | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 93K | $1M+ | SH |
| NOW | SERVICENOW INC COM | 55K | $1M+ | SH |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | 219K | $1M+ | SH |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 309K | $1M+ | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 49K | $1M+ | SH |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 163K | $1M+ | SH |
| INDB | INDEPENDENT BK CORP MASS COM | 95K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 19K | $1M+ | SH |
| TTD | THE TRADE DESK INC COM CL A | 167K | $1M+ | SH |
| EMR | EMERSON ELEC CO COM | 47K | $1M+ | SH |
| FLOT | ISHARES FLOATING RATE BOND ETF | 121K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 12K | $1M+ | SH |
| WFC | WELLS FARGO & CO COM | 59K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 14K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 45K | $1M+ | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 193K | $1M+ | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 36K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW CL A | 167K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | 24K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 8K | $1M+ | SH |
| III | INFORMATION SVCS GROUP INC COM | 819K | $1M+ | SH |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | 70K | $1M+ | SH |
| AMGN | AMGEN INC COM | 14K | $1M+ | SH |
| ETN | EATON CORP PLC SHS | 14K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 32K | $1M+ | SH |
| IT | GARTNER INC COM | 17K | $1M+ | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 45K | $1M+ | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 14K | $1M+ | SH |
| ECL | ECOLAB INC COM | 16K | $1M+ | SH |
| CBRE | CBRE GROUP INC CL A | 26K | $1M+ | SH |
| KVYO | KLAVIYO INC COM SER A | 129K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 17K | $1M+ | SH |
| ILCB | ISHARES MORNINGSTAR U.S. EQUITY ETF | 43K | $1M+ | SH |
| SEIC | SEI INVTS CO COM | 49K | $1M+ | SH |
| NFLX | NETFLIX INC. COM | 41K | $1M+ | SH |
| SHM | SPDR NUVEEN BLMBG ST MUNBD ETF | 80K | $1M+ | SH |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 27K | $1M+ | SH |
| SBUX | STARBUCKS CORP COM | 45K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC CL A | 69K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 18K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 23K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 8K | $1M+ | SH |
| FISV | FISERV INC COM | 52K | $1M+ | SH |
| GLW | CORNING INC COM | 40K | $1M+ | SH |
| PFE | PFIZER INC COM | 140K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP COM | 19K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 6K | $1M+ | SH |