HoldingsChannel.com
Crestwood Advisors Group LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
APPLE INC COM 413,782 +4,882 $92,675
     AAPL413,782+4,882$92,675
MICROSOFT CORP COM 660,532 +2,828 $91,834
     MSFT660,532+2,828$91,834
ISHARES NATIONAL MUNI BOND ETF (MUB) 743,444 -13,453 $84,827
     MUB743,444-13,453$84,827
VISA INC COM CL A 351,337 +2,321 $60,433
     V351,337+2,321$60,433
BERKSHIRE HATHAWAY INC DEL CL B NEW      $57,342
     BRK.B221,688+2,362$46,116
     BRK.A36UNCH$11,226
AMAZON COM INC COM 30,304 -630 $52,605
     AMZN30,304-630$52,605
ISHARES S&P SMALL CAP FUND (IJR) 635,749 +23,337 $49,487
     IJR635,749+23,337$49,487
JOHNSON & JOHNSON COM 358,840 +3,677 $46,427
     JNJ358,840+3,677$46,427
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN) 846,678 -3,802 $45,018
     JPIN846,678-3,802$45,018
CISCO SYS INC COM 896,863 +25,927 $44,314
     CSCO896,863+25,927$44,314
STATE STR CORP COM 716,182 +17,468 $42,391
     STT716,182+17,468$42,391
ISHARES MSCI EAFE ETF (EFA) 642,467 -18,390 $41,895
     EFA642,467-18,390$41,895
BANK AMER CORP COM 1,427,204 +43,940 $41,632
     BAC1,427,204+43,940$41,632
ALPHABET INC CAP STK CL A 32,836 +194 $40,098
     GOOGL32,836+194$40,098
BLACKSTONE GROUP INC COM CL A 813,778 +46,598 $39,745
     BX813,778+46,598$39,745
SPDR S&P 500 ETF (SPY) 131,151 +37 $38,922
     SPY131,151+37$38,922
LOCKHEED MARTIN CORP COM 99,285 +1,372 $38,727
     LMT99,285+1,372$38,727
JPMORGAN CHASE & CO COM 315,810 -2,141 $37,168
     JPM315,810-2,141$37,168
SHERWIN WILLIAMS CO COM 62,610 +1,097 $34,428
     SHW62,610+1,097$34,428
TJX COS INC NEW COM 604,195 +15,664 $33,678
     TJX604,195+15,664$33,678
ALPHABET INC CAP STK CL C 26,194 +52 $31,931
     GOOG26,194+52$31,931
MCCORMICK & CO INC COM NON VTG 196,151 +1,191 $30,658
     MKC196,151+1,191$30,658
ISHARES CORE MSCI EAFE ETF (IEFA) 499,149 -8,065 $30,483
     IEFA499,149-8,065$30,483
RESMED INC COM 224,092 +1,372 $30,277
     RMD224,092+1,372$30,277
STRYKER CORP COM 138,083 -10,469 $29,867
     SYK138,083-10,469$29,867
MEDTRONIC PLC SHS 274,259 +5,253 $29,790
     MDT274,259+5,253$29,790
FACEBOOK INC CL A 163,564 -13,837 $29,127
     FB163,564-13,837$29,127
PEPSICO INC COM 208,731 +4,537 $28,617
     PEP208,731+4,537$28,617
FORTIVE CORP COM 399,265 +57,390 $27,374
     FTV399,265+57,390$27,374
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 421,602 +12,595 $27,025
     USMV421,602+12,595$27,025
DISNEY WALT CO COM DISNEY 206,145 +10,145 $26,865
     DIS206,145+10,145$26,865
CROWN CASTLE INTL CORP NEW COM 191,312 +3,479 $26,594
     CCI191,312+3,479$26,594
DANAHER CORPORATION COM 181,018 +1,621 $26,144
     DHR181,018+1,621$26,144
CONSTELLATION BRANDS INC CL A 124,924 +2,436 $25,894
     STZ124,924+2,436$25,894
HOME DEPOT INC COM 108,378 +20 $25,146
     HD108,378+20$25,146
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND (IBB) 249,521 +230 $24,827
     IBB249,521+230$24,827
HILTON WORLDWIDE HLDGS INC COM 266,173 +8,579 $24,783
     HLT266,173+8,579$24,783
FISERV INC COM 234,863 -317 $24,329
     FISV234,863-317$24,329
COSTCO WHSL CORP NEW COM 84,240 +281 $24,270
     COST84,240+281$24,270
SENSATA TECHNOLOGIES HLDNG PLC SHS 469,772 +106,040 $23,517
     ST469,772+106,040$23,517
BOOKING HLDGS INC COM 11,940 +98 $23,434
     BKNG11,940+98$23,434
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 517,528 +10,258 $22,983
     FNF517,528+10,258$22,983
TRAVELERS COMPANIES INC COM 149,940 +4,620 $22,295
     TRV149,940+4,620$22,295
BLACK KNIGHT INC COM 359,338 +9,154 $21,941
     BKI359,338+9,154$21,941
CVS HEALTH CORP COM 330,895 +64,579 $20,870
     CVS330,895+64,579$20,870
THE CHARLES SCHWAB CORPORATION COM 474,538 +90,355 $19,850
     SCHW474,538+90,355$19,850
HONEYWELL INTL INC COM 114,942 +380 $19,448
     HON114,942+380$19,448
PROCTER & GAMBLE CO COM 147,180 +10 $18,306
     PG147,180+10$18,306
COLGATE PALMOLIVE CO COM 248,545 +4,505 $18,271
     CL248,545+4,505$18,271
MARSH & MCLENNAN COS INC COM 179,604 +142 $17,969
     MMC179,604+142$17,969

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 09/30/2019: $2,273,992
At 06/30/2019: $2,208,124

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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