HoldingsChannel.com
Crestwood Advisors Group LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES NATIONAL MUNI BOND ETF (MUB) 731,754 +229,436 $81,364
     MUB731,754+229,436$81,364
MICROSOFT CORP COM 471,887 +9,857 $55,654
     MSFT471,887+9,857$55,654
APPLE INC COM 272,952 +7,548 $51,847
     AAPL272,952+7,548$51,847
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN) 839,336 -73,698 $46,407
     JPIN839,336-73,698$46,407
ISHARES MSCI EAFE ETF (EFA) 704,556 -76,623 $45,698
     EFA704,556-76,623$45,698
BERKSHIRE HATHAWAY INC DEL CL B NEW      $42,111
     BRK.B155,640+7,041$31,267
     BRK.A36UNCH$10,844
CISCO SYS INC COM 779,067 +17,346 $42,062
     CSCO779,067+17,346$42,062
STATE STR CORP COM 633,414 +3,342 $41,685
     STT633,414+3,342$41,685
ALPHABET INC CAP STK CL A 29,500 +861 $34,718
     GOOGL29,500+861$34,718
VISA INC COM CL A 221,019 +5,771 $34,521
     V221,019+5,771$34,521
ISHARES S&P SMALL CAP FUND (IJR) 400,199 +19,495 $30,875
     IJR400,199+19,495$30,875
ISHARES CORE MSCI EAFE ETF (IEFA) 505,936 -135,628 $30,746
     IEFA505,936-135,628$30,746
JOHNSON & JOHNSON COM 218,706 -3,378 $30,573
     JNJ218,706-3,378$30,573
TJX COS INC NEW COM 557,244 +29,071 $29,651
     TJX557,244+29,071$29,651
STRYKER CORP COM 144,957 -25,667 $28,632
     SYK144,957-25,667$28,632
MCCORMICK & CO INC COM NON VTG 189,548 +4,236 $28,552
     MKC189,548+4,236$28,552
LOCKHEED MARTIN CORP COM 92,900 +4,716 $27,885
     LMT92,900+4,716$27,885
BANK AMER CORP COM 964,338 +31,642 $26,606
     BAC964,338+31,642$26,606
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND (IBB) 217,133 +10,390 $24,275
     IBB217,133+10,390$24,275
MEDTRONIC PLC SHS 262,260 +7,199 $23,887
     MDT262,260+7,199$23,887
CROWN CASTLE INTL CORP NEW COM 181,053 +2,837 $23,175
     CCI181,053+2,837$23,175
RESMED INC COM 221,507 +9,320 $23,030
     RMD221,507+9,320$23,030
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 373,749 +47,802 $21,976
     USMV373,749+47,802$21,976
PEPSICO INC COM 178,544 +1,917 $21,881
     PEP178,544+1,917$21,881
HILTON WORLDWIDE HLDGS INC COM 247,016 +13,643 $20,530
     HLT247,016+13,643$20,530
FORTIVE CORP COM 241,913 +2,358 $20,294
     FTV241,913+2,358$20,294
WELLS FARGO CO NEW COM 413,162 +13,700 $19,964
     WFC413,162+13,700$19,964
UNION PACIFIC CORP COM 118,835 +3,091 $19,869
     UNP118,835+3,091$19,869
BLACKSTONE GROUP L P COM UNIT LTD 554,286 UNCH $19,383
     BX554,286UNCH$19,383
BOOKING HLDGS INC COM 11,016 +318 $19,222
     BKNG11,016+318$19,222
TRAVELERS COMPANIES INC COM 138,376 +2,941 $18,980
     TRV138,376+2,941$18,980
3M Company 91,230 +2,490 $18,956
     MMM91,230+2,490$18,956
BLACK KNIGHT INC COM 338,326 -3,977 $18,439
     BKI338,326-3,977$18,439
EXXON MOBIL CORP COM 226,713 +8,200 $18,318
     XOM226,713+8,200$18,318
CONSTELLATION BRANDS INC CL A 103,164 +25,840 $18,088
     STZ103,164+25,840$18,088
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 492,988 +11,940 $18,019
     FNF492,988+11,940$18,019
SHERWIN WILLIAMS CO COM 40,719 +1,228 $17,538
     SHW40,719+1,228$17,538
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF (TFI) 329,162 +5,181 $16,221
     TFI329,162+5,181$16,221
COLGATE PALMOLIVE CO COM 233,877 +4,029 $16,030
     CL233,877+4,029$16,030
SENSATA TECHNOLOGIES HLDNG PLC SHS 346,516 +20,688 $15,600
     ST346,516+20,688$15,600
EOG RES INC COM 163,081 +3,536 $15,522
     EOG163,081+3,536$15,522
JPMORGAN ALERIAN MLP INDEX ETN (AMJ) 595,553 +55,788 $15,193
     AMJ595,553+55,788$15,193
ISHARES SHORT TERM CORPORATE BOND ETF (IGSB) 257,014 -162,591 $13,575
     IGSB257,014-162,591$13,575
SANOFI SPONSORED ADR 299,094 +7,126 $13,244
     SNY299,094+7,126$13,244
CVS HEALTH CORP COM 244,676 +25,942 $13,195
     CVS244,676+25,942$13,195
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF (SHM) 254,687 -216,252 $12,347
     SHM254,687-216,252$12,347
VANGUARD REAL ESTATE ETF (VNQ) 136,502 +6,064 $11,863
     VNQ136,502+6,064$11,863
ISHARES CORE S&P 500 ETF (IVV) 37,692 -9,657 $10,726
     IVV37,692-9,657$10,726
ALPHABET INC CAP STK CL C 8,618 +70 $10,112
     GOOG8,618+70$10,112
ETRACS ALERIAN MLP INFRASTRUCTURE INDEX ETN (MLPI) 409,365 -22,491 $9,301
     MLPI409,365-22,491$9,301

See Full List: All Stocks Held By Crestwood Advisors Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Crestwood Advisors Group LLC

Size ($ in 1000's)
At 03/31/2019: $1,396,195
At 12/31/2018: $1,256,048

Crestwood Advisors Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Crestwood Advisors Group LLC 13F filings. Link to 13F filings: SEC filings

Crestwood Advisors Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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