HoldingsChannel.com
Crestwood Advisors Group LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC COM 411,425 -2,357 $120,815
     AAPL411,425-2,357$120,815
MICROSOFT CORP COM 653,748 -6,784 $103,096
     MSFT653,748-6,784$103,096
ISHARES NATIONAL MUNI BOND ETF (MUB) 760,791 +17,347 $86,662
     MUB760,791+17,347$86,662
VISA INC COM CL A 364,873 +13,536 $68,560
     V364,873+13,536$68,560
ISHARES S&P SMALL CAP FUND (IJR) 806,584 +170,835 $67,632
     IJR806,584+170,835$67,632
BERKSHIRE HATHAWAY INC DEL CL B NEW      $61,351
     BRK.B216,892-4,796$49,126
     BRK.A36UNCH$12,225
STATE STR CORP COM 727,100 +10,918 $57,514
     STT727,100+10,918$57,514
AMAZON COM INC COM 30,097 -207 $55,614
     AMZN30,097-207$55,614
JOHNSON & JOHNSON COM 358,821 -19 $52,341
     JNJ358,821-19$52,341
BANK AMER CORP COM 1,399,175 -28,029 $49,279
     BAC1,399,175-28,029$49,279
CISCO SYS INC COM 1,022,251 +125,388 $49,027
     CSCO1,022,251+125,388$49,027
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN) 856,499 +9,821 $48,898
     JPIN856,499+9,821$48,898
BLACKSTONE GROUP INC COM CL A 813,503 -275 $45,507
     BX813,503-275$45,507
ISHARES MSCI EAFE ETF (EFA) 636,896 -5,571 $44,226
     EFA636,896-5,571$44,226
ALPHABET INC CAP STK CL A 32,658 -178 $43,741
     GOOGL32,658-178$43,741
JPMORGAN CHASE & CO COM 313,439 -2,371 $43,693
     JPM313,439-2,371$43,693
TJX COS INC NEW COM 689,215 +85,020 $42,083
     TJX689,215+85,020$42,083
SPDR S&P 500 ETF (SPY) 129,277 -1,874 $41,609
     SPY129,277-1,874$41,609
LOCKHEED MARTIN CORP COM 99,815 +530 $38,866
     LMT99,815+530$38,866
SHERWIN WILLIAMS CO COM 62,366 -244 $36,393
     SHW62,366-244$36,393
ALPHABET INC CAP STK CL C 26,274 +80 $35,129
     GOOG26,274+80$35,129
RESMED INC COM 220,598 -3,494 $34,186
     RMD220,598-3,494$34,186
ISHARES CORE MSCI EAFE ETF (IEFA) 510,080 +10,931 $33,278
     IEFA510,080+10,931$33,278
MCCORMICK & CO INC COM NON VTG 195,896 -255 $33,249
     MKC195,896-255$33,249
FACEBOOK INC CL A 161,609 -1,955 $33,170
     FB161,609-1,955$33,170
MEDTRONIC PLC SHS 280,666 +6,407 $31,842
     MDT280,666+6,407$31,842
FORTIVE CORP COM 394,180 -5,085 $30,111
     FTV394,180-5,085$30,111
CONSTELLATION BRANDS INC CL A 158,069 +33,145 $29,994
     STZ158,069+33,145$29,994
DISNEY WALT CO COM DISNEY 207,051 +906 $29,946
     DIS207,051+906$29,946
HILTON WORLDWIDE HLDGS INC COM 267,423 +1,250 $29,660
     HLT267,423+1,250$29,660
STRYKER CORP COM 136,877 -1,206 $28,736
     SYK136,877-1,206$28,736
PEPSICO INC COM 209,917 +1,186 $28,689
     PEP209,917+1,186$28,689
CVS HEALTH CORP COM 384,909 +54,014 $28,595
     CVS384,909+54,014$28,595
DANAHER CORPORATION COM 181,255 +237 $27,819
     DHR181,255+237$27,819
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 423,539 +1,937 $27,784
     USMV423,539+1,937$27,784
CROWN CASTLE INTL CORP NEW COM 192,199 +887 $27,321
     CCI192,199+887$27,321
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND (IBB) 226,458 -23,063 $27,290
     IBB226,458-23,063$27,290
FISERV INC COM 235,662 +799 $27,250
     FISV235,662+799$27,250
BOOKING HLDGS INC COM 12,617 +677 $25,912
     BKNG12,617+677$25,912
SENSATA TECHNOLOGIES HLDNG PLC SHS 470,788 +1,016 $25,361
     ST470,788+1,016$25,361
COSTCO WHSL CORP NEW COM 84,735 +495 $24,905
     COST84,735+495$24,905
HOME DEPOT INC COM 109,122 +744 $23,830
     HD109,122+744$23,830
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 516,140 -1,388 $23,407
     FNF516,140-1,388$23,407
BLACK KNIGHT INC COM 362,399 +3,061 $23,367
     BKI362,399+3,061$23,367
SCHWAB CHARLES CORP COM 470,958 -3,580 $22,399
     SCHW470,958-3,580$22,399
HONEYWELL INTL INC COM 115,795 +853 $20,496
     HON115,795+853$20,496
TRAVELERS COMPANIES INC COM 148,858 -1,082 $20,386
     TRV148,858-1,082$20,386
MARSH & MCLENNAN COS INC COM 178,730 -874 $19,912
     MMC178,730-874$19,912
AMPHENOL CORP NEW CL A 182,651 +275 $19,768
     APH182,651+275$19,768
PROCTER & GAMBLE CO COM 153,113 +5,933 $19,124
     PG153,113+5,933$19,124

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 12/31/2019: $2,523,323
At 09/30/2019: $2,273,992

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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