Crestwood Advisors Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Boston, MA
CIK
0001426853
Alternate names
Crestwood Advisors LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 443 5,235,427 AAPL, MSFT, AMZN, GOOGL 13F-HR 10/30/2024 000142685324000010
Q2 2024 425 4,834,592 AAPL, MSFT, AMZN, GOOGL 13F-HR 8/1/2024 000142685324000006
Q1 2024 418 4,580,383 MSFT, AAPL, AMZN, GOOGL 13F-HR 5/8/2024 000142685324000005
Q4 2023 405 4,291,892 AAPL, MSFT, AMZN, HD RESTATEMENT 2/13/2024 000142685324000004
Q3 2023 365 3,812,881 AAPL, MSFT, AMZN, HD 13F-HR 11/15/2023 000142685323000004
Q2 2023 255 3,181,415 AAPL, MSFT, AMZN, V 13F-HR 8/15/2023 000142685323000003
Q1 2023 258 3,001,680 AAPL, MSFT, V, FISV 13F-HR 5/12/2023 000142685323000002
Q4 2022 267 2,936,250 AAPL, MSFT, JNJ, HD 13F-HR 2/14/2023 000142685323000001
Q3 2022 269 2,818,842 AAPL, MSFT, JNJ, V 13F-HR 10/26/2022 000142685322000004
Q2 2022 269 2,970,918 AAPL, MSFT, ACN, JNJ 13F-HR 7/6/2022 000142685322000003
Q1 2022 288 3,564,976 AAPL, MSFT, ACN, BX 13F-HR 4/12/2022 000142685322000002
Q4 2021 300 3,853,060 AAPL, MSFT, ACN, MUB 13F-HR 2/15/2022 000142685322000001
Q3 2021 268 3,529,939 AAPL, MSFT, MUB, IEFA 13F-HR 11/3/2021 000142685321000004
Q2 2021 271 3,455,703 AAPL, MSFT, MUB, V 13F-HR 8/13/2021 000142685321000003
Q1 2021 262 3,181,107 AAPL, MSFT, MUB, IEFA 13F-HR 4/21/2021 000142685321000002
Q4 2020 268 3,034,638 AAPL, MSFT, MUB, V 13F-HR 2/9/2021 000142685321000001
Q3 2020 239 2,662,957 AAPL, MSFT, MUB, V 13F-HR 10/6/2020 000142685320000004
Q2 2020 239 2,497,512 AAPL, MSFT, MUB, V 13F-HR 8/14/2020 000142685320000003
Q1 2020 224 2,015,770 AAPL, MSFT, MUB, V 13F-HR 5/15/2020 000142685320000002
Q4 2019 257 2,523,323 AAPL, MSFT, MUB, V 13F-HR 2/12/2020 000142685320000001
Q3 2019 257 2,273,992 AAPL, MSFT, MUB, V 13F-HR 11/13/2019 000142685319000004
Q2 2019 242 2,208,124 MSFT, MUB, AAPL, V 13F-HR 8/14/2019 000142685319000003
Q1 2019 179 1,396,195 MUB, MSFT, AAPL, JPIN 13F-HR 5/9/2019 000142685319000002
Q4 2018 163 1,256,048 MUB, MSFT, JPIN, EFA 13F-HR 2/14/2019 000142685319000001
Q3 2018 175 1,424,229 IEFA, AAPL, MUB, STT 13F-HR 11/15/2018 000142685318000005
Q2 2018 177 1,374,190 IEFA, MUB, AAPL, STT 13F-HR 8/14/2018 000142685318000004
Q1 2018 179 1,275,993 IEFA, STT, MUB, AAPL 13F-HR 5/14/2018 000142685318000003
Q4 2017 191 1,257,149 IEFA, STT, MUB, AAPL 13F-HR 1/11/2018 000142685318000001
Q3 2017 167 1,165,726 IEFA, STT, MUB, AAPL 13F-HR 11/20/2017 000142685317000006
Q2 2017 160 1,174,765 IEFA, STT, MUB, AAPL 13F-HR 7/31/2017 000142685317000005
Q1 2017 529 1,133,915 STT, IEFA, AAPL, IVV RESTATEMENT 5/3/2017 000142685317000004
Q4 2016 164 1,032,816 IEFA, STT, IVV, AAPL 13F-HR 1/12/2017 000142685317000001
Q3 2016 129 836,236 IEFA, STT, AAPL, IVV 13F-HR 11/3/2016 000142685316000009
Q2 2016 134 809,267 IEFA, STT, IVV, AAPL 13F-HR 8/15/2016 000142685316000008
Q1 2016 139 847,588 IEFA, STT, AAPL, IVV 13F-HR 5/16/2016 000142685316000007
Q4 2015 151 828,920 EFA, STT, IEFA, AAPL 13F-HR 2/12/2016 000142685316000006
Q3 2015 143 770,035 STT, IEFA, AAPL, EFA 13F-HR 11/16/2015 000142685315000005
Q2 2015 156 751,066 IEFA, STT, AAPL, JKD 13F-HR 8/13/2015 000142685315000004
Q1 2015 146 701,747 STT, AAPL, JKD, VIG 13F-HR 5/11/2015 000142685315000003
Q4 2014 146 664,387 STT, JKD, VIG, AAPL 13F-HR 2/18/2015 000142685315000002
Q3 2014 126 638,717 STT, JKD, VIG, ECON 13F-HR 10/16/2014 000122107314000070
Q2 2014 122 626,555 STT, ECON, VIG, JKD 13F-HR 8/1/2014 000122107314000054
Q1 2014 117 612,256 STT, ECON, VIG, JKD 13F-HR 4/14/2014 000122107314000026
Q4 2013 123 626,459 STT, ECON, EBND, DGS 13F-HR 2/13/2014 000122107314000011
Additional filings from Crestwood Advisors Group, LLC that have since been restated