HoldingsChannel.com
Crestwood Advisors Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC COM 412,768 +1,343 $104,963
     AAPL412,768+1,343$104,963
MICROSOFT CORP COM 627,350 -26,398 $98,939
     MSFT627,350-26,398$98,939
ISHARES NATIONAL MUNI BOND ETF (MUB) 785,072 +24,281 $88,721
     MUB785,072+24,281$88,721
VISA INC COM CL A 362,505 -2,368 $58,407
     V362,505-2,368$58,407
AMAZON COM INC COM 28,112 -1,985 $54,811
     AMZN28,112-1,985$54,811
SPDR S&P 500 ETF (SPY) 197,770 +68,493 $50,975
     SPY197,770+68,493$50,975
BERKSHIRE HATHAWAY INC DEL CL B NEW      $49,053
     BRK.B216,227-665$39,533
     BRK.A35-1$9,520
JOHNSON & JOHNSON COM 359,796 +975 $47,180
     JNJ359,796+975$47,180
STATE STR CORP COM 724,532 -2,568 $38,596
     STT724,532-2,568$38,596
ALPHABET INC CAP STK CL A 32,640 -18 $37,925
     GOOGL32,640-18$37,925
LOCKHEED MARTIN CORP COM 102,296 +2,481 $34,673
     LMT102,296+2,481$34,673
CISCO SYS INC COM 881,689 -140,562 $34,659
     CSCO881,689-140,562$34,659
RESMED INC COM 219,933 -665 $32,394
     RMD219,933-665$32,394
BLACKSTONE GROUP INC COM CL A 684,414 -129,089 $31,189
     BX684,414-129,089$31,189
ISHARES MSCI EAFE ETF (EFA) 571,649 -65,247 $30,560
     EFA571,649-65,247$30,560
ALPHABET INC CAP STK CL C 25,976 -298 $30,205
     GOOG25,976-298$30,205
BK OF AMERICA CORP COM 1,400,860 +1,685 $29,740
     BAC1,400,860+1,685$29,740
TJX COS INC NEW COM 613,930 -75,285 $29,352
     TJX613,930-75,285$29,352
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN) 669,575 -186,924 $28,952
     JPIN669,575-186,924$28,952
SHERWIN WILLIAMS CO COM 62,700 +334 $28,812
     SHW62,700+334$28,812
JPMORGAN CHASE & CO COM 310,843 -2,596 $27,985
     JPM310,843-2,596$27,985
MCCORMICK & CO INC COM NON VTG 197,238 +1,342 $27,852
     MKC197,238+1,342$27,852
CROWN CASTLE INTL CORP NEW COM 190,878 -1,321 $27,563
     CCI190,878-1,321$27,563
MEDTRONIC PLC SHS 297,735 +17,069 $26,850
     MDT297,735+17,069$26,850
SPDR S&P 600 SMALL CAP ETF (SLY) 543,708 +543,708 $26,332
     SLY543,708+543,708$26,332
FACEBOOK INC CL A 157,710 -3,899 $26,306
     FB157,710-3,899$26,306
PEPSICO INC COM 212,922 +3,005 $25,572
     PEP212,922+3,005$25,572
STRYKER CORPORATION COM 152,011 +15,134 $25,308
     SYK152,011+15,134$25,308
DANAHER CORPORATION COM 180,074 -1,181 $24,924
     DHR180,074-1,181$24,924
COSTCO WHSL CORP NEW COM 83,771 -964 $23,886
     COST83,771-964$23,886
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND (IBB) 220,342 -6,116 $23,740
     IBB220,342-6,116$23,740
ISHARES CORE MSCI EAFE ETF (IEFA) 474,063 -36,017 $23,651
     IEFA474,063-36,017$23,651
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 429,919 +6,380 $23,220
     USMV429,919+6,380$23,220
ZOETIS INC CL A 196,023 +59,963 $23,070
     ZTS196,023+59,963$23,070
CVS HEALTH CORP COM 385,623 +714 $22,879
     CVS385,623+714$22,879
FISERV INC COM 234,973 -689 $22,320
     FISV234,973-689$22,320
FORTIVE CORP COM 383,664 -10,516 $21,174
     FTV383,664-10,516$21,174
BLACK KNIGHT INC COM 361,414 -985 $20,984
     BKI361,414-985$20,984
ACCENTURE PLC IRELAND SHS CLASS A 127,443 +98,690 $20,806
     ACN127,443+98,690$20,806
HOME DEPOT INC COM 107,727 -1,395 $20,114
     HD107,727-1,395$20,114
CONSTELLATION BRANDS INC CL A 138,349 -19,720 $19,834
     STZ138,349-19,720$19,834
DISNEY WALT CO COM DISNEY 202,662 -4,389 $19,577
     DIS202,662-4,389$19,577
ADOBE INC COM 59,349 +40,893 $18,887
     ADBE59,349+40,893$18,887
PROCTER AND GAMBLE CO COM 154,589 +1,476 $17,005
     PG154,589+1,476$17,005
COLGATE PALMOLIVE CO COM 250,056 +3,582 $16,594
     CL250,056+3,582$16,594
ISHARES MSCI EMERGING MARKETS ETF (EEM) 468,396 +429,012 $15,986
     EEM468,396+429,012$15,986
BOOKING HOLDINGS INC COM 11,673 -944 $15,704
     BKNG11,673-944$15,704
HONEYWELL INTL INC COM 115,122 -673 $15,402
     HON115,122-673$15,402
MARSH & MCLENNAN COS INC COM 177,894 -836 $15,381
     MMC177,894-836$15,381
SCHWAB CHARLES CORP COM 456,959 -13,999 $15,363
     SCHW456,959-13,999$15,363

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 03/31/2020: $2,015,770
At 12/31/2019: $2,523,323

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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