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 201–250 of 693
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STE | STERIS PLC SHS USD | 4K | $500K+ | SH |
| AVT | AVNET INC COM | 20K | $500K+ | SH |
| VIRT | VIRTU FINL INC CL A | 29K | $500K+ | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 8K | $500K+ | SH |
| PHM | PULTE GROUP INC COM | 8K | $500K+ | SH |
| DEO | DIAGEO PLC SPON ADR NEW | 11K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 12K | $500K+ | SH |
| IRM | IRON MTN INC DEL COM | 11K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 3K | $500K+ | SH |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | 14K | $500K+ | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 17K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC COM NEW | 5K | $500K+ | SH |
| RJF | RAYMOND JAMES FINL INC COM | 6K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 8K | $500K+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 3K | $500K+ | SH |
| AMJB | ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044 | 29K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 2K | $500K+ | SH |
| BA | BOEING CO COM | 4K | $500K+ | SH |
| MRVL | MARVELL TECHNOLOGY INC COM | 10K | $500K+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 4K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC COM | 2K | $500K+ | SH |
| ADSK | AUTODESK INC COM | 3K | $500K+ | SH |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | 13K | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 16K | $500K+ | SH |
| KVUE | KENVUE INC COM | 48K | $500K+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 11K | $500K+ | SH |
| TYL | TYLER TECHNOLOGIES INC COM | 2K | $500K+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 2K | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 3K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 20K | $500K+ | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 10K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 15K | $500K+ | SH |
| COP | CONOCOPHILLIPS COM | 8K | $500K+ | SH |
| STLD | STEEL DYNAMICS INC COM | 4K | $500K+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 3K | $500K+ | SH |
| BJ | BJS WHSL CLUB HLDGS INC COM | 8K | $500K+ | SH |
| VO | VANGUARD MID-CAP ETF | 3K | $500K+ | SH |
| MTB | M & T BK CORP COM | 4K | $500K+ | SH |
| IAU | ISHARES GOLD TRUST | 9K | $500K+ | SH |
| HXL | HEXCEL CORP NEW COM | 10K | $500K+ | SH |
| IDXX | IDEXX LABS INC COM | 1K | $500K+ | SH |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | 23K | $500K+ | SH |
| SRE | SEMPRA COM | 8K | $500K+ | SH |
| APP | APPLOVIN CORP COM CL A | 1K | $500K+ | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 9K | $500K+ | SH |
| KKR | KKR & CO INC COM | 6K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 9K | $500K+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 15K | $500K+ | SH |
| FAST | FASTENAL CO COM | 18K | $500K+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW COM | 5K | $500K+ | SH |