HoldingsChannel.com
Crestwood Advisors Group LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP COM 657,704 +185,817 $88,106
     MSFT657,704+185,817$88,106
ISHARES NATIONAL MUNI BOND ETF (MUB) 756,897 +25,143 $85,598
     MUB756,897+25,143$85,598
APPLE INC COM 408,900 +135,948 $80,929
     AAPL408,900+135,948$80,929
VISA INC COM CL A 349,016 +127,997 $60,572
     V349,016+127,997$60,572
AMAZON COM INC COM 30,934 +26,084 $58,578
     AMZN30,934+26,084$58,578
BERKSHIRE HATHAWAY INC DEL CL B NEW      $58,215
     BRK.B219,326+63,686$46,754
     BRK.A36UNCH$11,461
JOHNSON & JOHNSON COM 355,163 +136,457 $49,467
     JNJ355,163+136,457$49,467
ISHARES S&P SMALL CAP FUND (IJR) 612,412 +212,213 $47,940
     IJR612,412+212,213$47,940
CISCO SYS INC COM 870,936 +91,869 $47,666
     CSCO870,936+91,869$47,666
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN) 850,480 +11,144 $46,317
     JPIN850,480+11,144$46,317
ISHARES MSCI EAFE ETF (EFA) 660,857 -43,699 $43,438
     EFA660,857-43,699$43,438
BANK AMER CORP COM 1,383,264 +418,926 $40,115
     BAC1,383,264+418,926$40,115
STATE STR CORP COM 698,714 +65,300 $39,170
     STT698,714+65,300$39,170
SPDR S&P 500 ETF (SPY) 131,114 +124,618 $38,416
     SPY131,114+124,618$38,416
LOCKHEED MARTIN CORP COM 97,913 +5,013 $35,595
     LMT97,913+5,013$35,595
JPMORGAN CHASE & CO COM 317,951 +306,506 $35,547
     JPM317,951+306,506$35,547
ALPHABET INC CAP STK CL A 32,642 +3,142 $35,345
     GOOGL32,642+3,142$35,345
FACEBOOK INC CL A 177,401 +169,689 $34,238
     FB177,401+169,689$34,238
BLACKSTONE GROUP INC COM CL A 767,180 +212,894 $34,078
     BX767,180+212,894$34,078
ISHARES CORE MSCI EAFE ETF (IEFA) 507,214 +1,278 $31,143
     IEFA507,214+1,278$31,143
TJX COS INC NEW COM 588,531 +31,287 $31,122
     TJX588,531+31,287$31,122
STRYKER CORP COM 148,552 +3,595 $30,539
     SYK148,552+3,595$30,539
MCCORMICK & CO INC COM NON VTG 194,960 +5,412 $30,221
     MKC194,960+5,412$30,221
ALPHABET INC CAP STK CL C 26,142 +17,524 $28,257
     GOOG26,142+17,524$28,257
SHERWIN WILLIAMS CO COM 61,513 +20,794 $28,191
     SHW61,513+20,794$28,191
FORTIVE CORP COM 341,875 +99,962 $27,870
     FTV341,875+99,962$27,870
DISNEY WALT CO COM DISNEY 196,000 +189,076 $27,369
     DIS196,000+189,076$27,369
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND (IBB) 249,291 +32,158 $27,198
     IBB249,291+32,158$27,198
RESMED INC COM 222,720 +1,213 $27,179
     RMD222,720+1,213$27,179
PEPSICO INC COM 204,194 +25,650 $26,776
     PEP204,194+25,650$26,776
MEDTRONIC PLC SHS 269,006 +6,746 $26,198
     MDT269,006+6,746$26,198
DANAHER CORPORATION COM 179,397 +173,090 $25,639
     DHR179,397+173,090$25,639
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 409,007 +35,258 $25,248
     USMV409,007+35,258$25,248
HILTON WORLDWIDE HLDGS INC COM 257,594 +10,578 $25,177
     HLT257,594+10,578$25,177
CROWN CASTLE INTL CORP NEW COM 187,833 +6,780 $24,484
     CCI187,833+6,780$24,484
CONSTELLATION BRANDS INC CL A 122,488 +19,324 $24,123
     STZ122,488+19,324$24,123
HOME DEPOT INC COM 108,358 +105,875 $22,535
     HD108,358+105,875$22,535
BOOKING HLDGS INC COM 11,842 +826 $22,200
     BKNG11,842+826$22,200
COSTCO WHSL CORP NEW COM 83,959 +82,054 $22,187
     COST83,959+82,054$22,187
TRAVELERS COMPANIES INC COM 145,320 +6,944 $21,728
     TRV145,320+6,944$21,728
FISERV INC COM 235,180 +235,180 $21,439
     FISV235,180+235,180$21,439
BLACK KNIGHT INC COM 350,184 +11,858 $21,064
     BKI350,184+11,858$21,064
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 507,270 +14,282 $20,443
     FNF507,270+14,282$20,443
HONEYWELL INTL INC COM 114,562 +114,562 $20,001
     HON114,562+114,562$20,001
THE TRADE DESK INC COM CL A 86,966 +86,966 $19,809
     TTD86,966+86,966$19,809
MARSH & MCLENNAN COS INC COM 179,462 +171,825 $17,901
     MMC179,462+171,825$17,901
SENSATA TECHNOLOGIES HLDNG PLC SHS 363,732 +17,216 $17,823
     ST363,732+17,216$17,823
AMPHENOL CORP NEW CL A 182,319 +182,319 $17,492
     APH182,319+182,319$17,492
COLGATE PALMOLIVE CO COM 244,040 +10,163 $17,490
     CL244,040+10,163$17,490
UNION PACIFIC CORP COM 99,538 -19,297 $16,833
     UNP99,538-19,297$16,833

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 06/30/2019: $2,208,124
At 03/31/2019: $1,396,195

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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