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 251–300 of 693
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCK | MCKESSON CORP COM | 862 | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC COM | 2K | $500K+ | SH |
| ETR | ENTERGY CORP NEW COM | 8K | $500K+ | SH |
| ABNB | AIRBNB INC COM CL A | 5K | $500K+ | SH |
| PAAA | PGIM AAA CLO ETF | 13K | $500K+ | SH |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | 8K | $500K+ | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 11K | $500K+ | SH |
| PHO | INVESCO WATER RESOURCES ETF | 10K | $500K+ | SH |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 6K | $500K+ | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 5K | $500K+ | SH |
| YUM | YUM BRANDS INC COM | 4K | $500K+ | SH |
| DSGX | DESCARTES SYS GROUP INC COM | 8K | $500K+ | SH |
| RAL | RALLIANT CORP COM | 13K | $500K+ | SH |
| OKE | ONEOK INC NEW COM | 9K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC COM | 3K | $500K+ | SH |
| PAYC | PAYCOM SOFTWARE INC COM | 4K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 2K | $500K+ | SH |
| GWW | WW GRAINGER INC COM | 615 | $500K+ | SH |
| VLO | VALERO ENERGY CORP COM | 4K | $500K+ | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 2K | $500K+ | SH |
| EBC | EASTERN BANKSHARES INC COM | 33K | $500K+ | SH |
| NEM | NEWMONT CORP COM | 6K | $500K+ | SH |
| MUNY | VANGUARD NEW YORK TAX-EXEMPT BOND ETF | 6K | $500K+ | SH |
| HQY | HEALTHEQUITY INC COM | 7K | $500K+ | SH |
| AVGO | BROADCOM INC COM | 2K | $500K+ | SH |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | 10K | $500K+ | SH |
| CTVA | CORTEVA INC COM | 9K | $500K+ | SH |
| PLD | PROLOGIS INC. COM | 5K | $500K+ | SH |
| MET | METLIFE INC COM | 7K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC COM | 1K | $500K+ | SH |
| THC | TENET HEALTHCARE CORP COM NEW | 3K | $500K+ | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 6K | $500K+ | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 3K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP COM | 5K | $500K+ | SH |
| HAS | HASBRO INC COM | 7K | $500K+ | SH |
| MCO | MOODYS CORP COM | 1K | $500K+ | SH |
| DHR | DANAHER CORPORATION COM | 2K | $500K+ | SH |
| LH | LABCORP HOLDINGS INC COM SHS | 2K | $500K+ | SH |
| MPC | MARATHON PETE CORP COM | 3K | $500K+ | SH |
| VFH | VANGUARD FINANCIALS ETF | 4K | $500K+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC COM | 4K | $500K+ | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 6K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 711 | $500K+ | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 4K | $500K+ | SH |
| AZO | AUTOZONE INC COM | 161 | $500K+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 1K | $500K+ | SH |
| SWK | STANLEY BLACK & DECKER INC COM | 7K | $500K+ | SH |
| MTD | METTLER TOLEDO INTERNATIONAL COM | 389 | $500K+ | SH |
| BALL | BALL CORP COM | 10K | $500K+ | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 3K | $500K+ | SH |