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 101–150 of 693
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 7K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 17K | $1M+ | SH |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 64K | $1M+ | SH |
| FTV | FORTIVE CORP COM | 57K | $1M+ | SH |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 54K | $1M+ | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 11K | $1M+ | SH |
| MS | MORGAN STANLEY COM NEW | 18K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 4K | $1M+ | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 19K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 6K | $1M+ | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 35K | $1M+ | SH |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 61K | $1M+ | SH |
| WASH | WASHINGTON TR BANCORP INC COM | 94K | $1M+ | SH |
| VLTO | VERALTO CORP COM SHS | 27K | $1M+ | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 19K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 7K | $1M+ | SH |
| STT | STATE STR CORP COM | 21K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 12K | $1M+ | SH |
| BLK | BLACKROCK INC COM | 2K | $1M+ | SH |
| LOW | LOWES COS INC COM | 11K | $1M+ | SH |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | 46K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 5K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 8K | $1M+ | SH |
| NTNX | NUTANIX INC CL A | 47K | $1M+ | SH |
| INTU | INTUIT COM | 4K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP COM | 3K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 10K | $1M+ | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 14K | $1M+ | SH |
| PJT | PJT PARTNERS INC COM CL A | 14K | $1M+ | SH |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COM | 100K | $1M+ | SH |
| AON | AON PLC SHS CL A | 6K | $1M+ | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 30K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC COM | 18K | $1M+ | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 9K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 23K | $1M+ | SH |
| CCI | CROWN CASTLE INC COM | 24K | $1M+ | SH |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 63K | $1M+ | SH |
| ENTG | ENTEGRIS INC COM | 25K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 16K | $1M+ | SH |
| SMTH | ALPS/SMITH CORE PLUS BOND ETF | 77K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 3K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 6K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 5K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP COM | 11K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 11K | $1M+ | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 19K | $1M+ | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 5K | $1M+ | SH |
| QCOM | QUALCOMM INC COM | 10K | $1M+ | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 32K | $1M+ | SH |
| CDTX | CIDARA THERAPEUTICS INC COM NEW | 8K | $1M+ | SH |