Crestwood Advisors Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 1, 2024
Value $
$4.83B
Signature - Title
Brigette Houghton - Operations Specialist
Location
One Liberty Square, Suite 500, Boston, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 425 $4.83B +$285M -$105M +$180M AAPL, MSFT, AMZN, GOOGL, BRKB 13F-HR 8/1/2024, 11:29 AM
Q1 2024 418 $4.58B +$175M -$175M +$16.1K MSFT, AAPL, AMZN, GOOGL, FI 13F-HR 5/8/2024, 11:05 AM
Q4 2023 405 $4.29B +$143M -$103M +$39.6M AAPL, MSFT, AMZN, HD, GOOGL Restatement 2/13/2024, 03:26 PM
Q3 2023 365 $3.81B +$828M -$86.8M +$741M AAPL, MSFT, AMZN, HD, GOOGL 13F-HR 11/15/2023, 09:44 AM
Q2 2023 254 $3.18B +$227M -$295M -$68.5M AAPL, MSFT, AMZN, V, FI 13F-HR 8/15/2023, 11:01 AM
Q1 2023 258 $3B +$182M -$277M -$94.2M AAPL, MSFT, V, FI, AMZN 13F-HR 5/12/2023, 04:20 PM
Q4 2022 265 $2.94B +$89.9M -$164M -$74.5M AAPL, MSFT, JNJ, HD, V 13F-HR 2/14/2023, 11:26 AM
Q3 2022 262 $2.82B +$171M -$87.8M +$83M AAPL, MSFT, JNJ, V, HD 13F-HR 10/26/2022, 01:20 PM
Q2 2022 261 $2.97B +$208M -$188M +$19.8M AAPL, MSFT, ACN, JNJ, V 13F-HR 7/6/2022, 05:54 PM
Q1 2022 285 $3.56B +$168M -$163M +$4.7M AAPL, MSFT, ACN, BX, IEFA 13F-HR 4/12/2022, 08:48 AM
Q4 2021 296 $3.85B +$157M -$160M -$3.61M AAPL, MSFT, ACN, MUB, IEFA 13F-HR 2/15/2022, 09:54 AM
Q3 2021 267 $3.53B +$105M -$70M +$34.8M AAPL, MSFT, MUB, IEFA, ACN 13F-HR 11/3/2021, 03:18 PM
Q2 2021 270 $3.46B +$142M -$60.5M +$81.3M AAPL, MSFT, MUB, V, IEFA 13F-HR 8/13/2021, 02:32 PM
Q1 2021 261 $3.18B +$177M -$134M +$42.8M AAPL, MSFT, MUB, IEFA, V 13F-HR 4/21/2021, 04:44 PM
Q4 2020 266 $3.03B +$158M -$85.9M +$72.4M AAPL, MSFT, MUB, V, AMZN 13F-HR 2/9/2021, 11:45 AM
Q3 2020 238 $2.66B +$191M -$73.3M +$118M AAPL, MSFT, MUB, V, AMZN 13F-HR 10/6/2020, 04:23 PM
Q2 2020 238 $2.5B +$191M -$98.6M +$92.8M AAPL, MSFT, MUB, V, AMZN 13F-HR 8/14/2020, 03:33 PM
Q1 2020 223 $2.02B +$136M -$211M -$75.3M AAPL, MSFT, MUB, V, AMZN 13F-HR 5/15/2020, 11:01 AM
Q4 2019 256 $2.52B +$76.1M -$28.2M +$47.9M AAPL, MSFT, MUB, V, IJR 13F-HR 2/12/2020, 03:42 PM
Q3 2019 255 $2.27B +$85.2M -$53M +$32.2M AAPL, MSFT, MUB, V, AMZN 13F-HR 11/13/2019, 04:03 PM
Q2 2019 240 $2.21B +$860M -$91M +$769M MSFT, MUB, AAPL, V, AMZN 13F-HR 8/14/2019, 11:01 AM
Q1 2019 179 $1.4B +$78.2M -$74M +$4.23M MUB, MSFT, AAPL, JPIN, EFA 13F-HR 5/9/2019, 03:24 PM
Q4 2018 163 $1.26B +$179M -$145M +$34.7M MUB, MSFT, JPIN, EFA, AAPL 13F-HR 2/14/2019, 01:27 PM
Q3 2018 174 $1.42B +$22.7M -$18.3M +$4.47M IEFA, AAPL, MUB, STT, MSFT 13F-HR 11/14/2018, 06:18 PM
Q2 2018 176 $1.35B +$65.4M -$20.3M +$45M IEFA, MUB, AAPL, STT, MSFT 13F-HR 8/14/2018, 01:20 PM
Q1 2018 178 $1.28B +$107M -$87.7M +$19.6M IEFA, STT, MUB, AAPL, MSFT 13F-HR 5/14/2018, 04:59 PM
Q4 2017 191 $1.26B +$81M -$23.6M +$57.4M IEFA, STT, MUB, AAPL, MSFT 13F-HR 1/11/2018, 03:11 PM
Q3 2017 164 $1.16B +$38.1M -$68.3M -$30.1M IEFA, STT, MUB, AAPL, IVV 13F-HR 11/20/2017, 10:20 AM
Q2 2017 157 $1.17B +$72M -$41.4M +$30.7M IEFA, STT, MUB, AAPL, IVV 13F-HR 7/31/2017, 10:48 AM
Q1 2017 515 $1.11B +$253M -$210M +$43.6M STT, IEFA, AAPL, IVV, MSFT Restatement 5/3/2017, 05:09 PM
Q4 2016 163 $1.03B +$199M -$27.1M +$172M IEFA, STT, IVV, AAPL, MSFT 13F-HR 1/12/2017, 04:27 PM
Q3 2016 129 $836M +$48.6M -$43.9M +$4.71M IEFA, STT, AAPL, IVV, MSFT 13F-HR 11/3/2016, 04:48 PM
Q2 2016 134 $809M +$26.8M -$80.7M -$53.9M IEFA, STT, IVV, AAPL, JNJ 13F-HR 8/15/2016, 03:58 PM
Q1 2016 139 $848M +$92.4M -$88.6M +$3.78M IEFA, STT, AAPL, IVV, EFA 13F-HR 5/16/2016, 04:44 PM
Q4 2015 150 $829M +$108M -$72.4M +$35.3M EFA, STT, IEFA, AAPL, IVV 13F-HR 2/12/2016, 02:58 PM
Q3 2015 142 $770M +$102M -$38.7M +$63.3M STT, IEFA, AAPL, EFA, ILCB 13F-HR 11/16/2015, 02:23 PM
Q2 2015 155 $751M +$110M -$50.2M +$59.4M IEFA, STT, AAPL, ILCB, VIG 13F-HR 8/13/2015, 01:34 PM
Q1 2015 146 $702M +$83.2M -$45.3M +$37.9M STT, AAPL, ILCB, VIG, WLY 13F-HR 5/11/2015, 04:44 PM
Q4 2014 146 $664M +$34.6M -$38.2M -$3.65M STT, ILCB, VIG, AAPL, BRKB 13F-HR 2/18/2015, 02:06 PM
Q3 2014 126 $639M +$26M -$19.6M +$6.36M STT, ILCB, VIG, ECON, DGS 13F-HR 10/16/2014, 07:18 AM
Q2 2014 122 $627M +$55.3M -$46.9M +$8.42M STT, ECON, VIG, ILCB, DGS 13F-HR 8/1/2014, 05:22 PM
Q1 2014 117 $612M +$72.4M -$91.9M -$19.5M STT, ECON, VIG, ILCB, DGS 13F-HR 4/14/2014, 08:02 AM
Q4 2013 122 $626M $0 $0 STT, ECON, EBND, DGS, DEM 13F-HR 2/13/2014, 06:37 AM