$751 Million is the total value of Crestwood Advisors Group, LLC's 156 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 28.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Buy | iShares Core MSCI EAFEmutfd | $43,180,000 | +161.9% | 740,647 | +162.8% | 5.75% | +144.7% |
| STT | Sell | State Street Corp | $41,995,000 | +4.6% | 545,394 | -0.1% | 5.59% | -2.3% |
| AAPL | Buy | Apple Inc Com | $29,903,000 | +15.8% | 238,412 | +14.9% | 3.98% | +8.2% |
| ILCB | Sell | iShares Morningstar Large-Capmutfd | $23,930,000 | -1.4% | 198,016 | -1.0% | 3.19% | -7.9% |
| VIG | Sell | Vanguard Dividend Appreciationmutfd | $22,089,000 | -3.5% | 281,105 | -1.2% | 2.94% | -9.8% |
| JNJ | Buy | Johnson & Johnson Com | $19,544,000 | +6.9% | 200,536 | +10.3% | 2.60% | -0.2% |
| TGT | Buy | Target Corp Com | $18,585,000 | +4.8% | 227,668 | +5.4% | 2.47% | -2.1% |
| BRKB | Sell | Berkshire Hathaway Inc Del Cl | $18,585,000 | -6.6% | 136,544 | -1.0% | 2.47% | -12.8% |
| IGSB | Sell | iShares TR Bond 1-3 Year Credibdfd | $18,375,000 | -3.3% | 174,456 | -3.1% | 2.45% | -9.6% |
| SYK | Buy | Stryker Corp Com | $17,841,000 | +11.9% | 186,681 | +8.0% | 2.38% | +4.5% |
| BCR | Buy | Bard C R Inc Com | $16,881,000 | +11.0% | 98,894 | +8.8% | 2.25% | +3.7% |
| MSFT | Buy | Microsoft Corp | $16,312,000 | +10.7% | 369,474 | +1.9% | 2.17% | +3.4% |
| PEP | Buy | Pepsico Inc Com | $16,182,000 | +5.5% | 173,366 | +8.0% | 2.16% | -1.4% |
| TJX | Buy | TJX Companies Inc Cm | $16,046,000 | -3.8% | 242,493 | +1.8% | 2.14% | -10.2% |
| XOM | Buy | Exxon Mobil Corporation Com | $15,878,000 | +1.7% | 190,838 | +3.9% | 2.11% | -4.9% |
| MDT | Buy | Medtronic PLC | $15,372,000 | +5.3% | 207,453 | +10.8% | 2.05% | -1.6% |
| SNY | Buy | Sanofi ADR | $15,351,000 | +10.9% | 309,927 | +10.7% | 2.04% | +3.6% |
| SHM | Buy | SPDR Nuveen Barclays Capital Sbdfd | $14,970,000 | +4.7% | 616,573 | +4.9% | 1.99% | -2.2% |
| CSCO | Buy | Cisco Systems Inc Co | $14,879,000 | +3.4% | 541,832 | +3.6% | 1.98% | -3.4% |
| EMC | Buy | E M C Corp Mass Com | $14,277,000 | +8.6% | 540,991 | +5.2% | 1.90% | +1.5% |
| WFC | Buy | Wells Fargo Company | $14,250,000 | +10.4% | 253,380 | +6.7% | 1.90% | +3.1% |
| TRV | Buy | The Travelers Companies Inc Co | $14,062,000 | -8.3% | 145,480 | +2.5% | 1.87% | -14.4% |
| SPY | Buy | SPDR S&P 500mutfd | $13,697,000 | +4.4% | 66,539 | +4.7% | 1.82% | -2.4% |
| MKC | Buy | McCormick & Co Inc Com Non Vtg | $13,304,000 | +14.2% | 164,346 | +8.8% | 1.77% | +6.7% |
| AAP | Buy | Advance Auto Parts Inc | $12,921,000 | +15.1% | 81,117 | +8.2% | 1.72% | +7.6% |
| DVN | Buy | Devon Energy Corporation Com | $12,835,000 | +17.5% | 215,752 | +19.1% | 1.71% | +9.8% |
| GOOGL | Buy | Google Inc Class A | $12,822,000 | +3.2% | 23,743 | +6.0% | 1.71% | -3.6% |
| LMT | Buy | Lockheed Martin Corp | $12,683,000 | -3.8% | 68,226 | +5.0% | 1.69% | -10.1% |
| GS | Buy | Goldman Sachs Group Inc Com | $12,621,000 | +19.1% | 60,449 | +7.3% | 1.68% | +11.3% |
| WHR | Buy | Whirlpool Corp Com | $12,374,000 | -8.6% | 71,505 | +6.7% | 1.65% | -14.6% |
| NVS | Buy | Novartis AG ADR | $12,200,000 | +7.0% | 124,059 | +7.2% | 1.62% | -0.1% |
| MMM | Buy | 3M Company | $11,640,000 | +1.9% | 75,437 | +9.0% | 1.55% | -4.7% |
| POT | Buy | Potash Corp Sask Inc Com | $10,817,000 | +7.2% | 349,278 | +11.7% | 1.44% | +0.2% |
| RMD | Sell | ResMed Inc. | $10,429,000 | -22.4% | 185,008 | -1.1% | 1.39% | -27.4% |
| FOXA | New | Twenty-First Century Fox, Inc. | $10,377,000 | – | 318,853 | +100.0% | 1.38% | – |
| PCH | Buy | Potlatch Corp Com | $10,352,000 | +2.4% | 293,082 | +16.0% | 1.38% | -4.4% |
| CCI | Buy | Crown Castle International Cor | $10,086,000 | +106.3% | 125,605 | +112.1% | 1.34% | +92.7% |
| CL | Buy | Colgate Palmolive Co Com | $10,020,000 | -3.3% | 153,190 | +2.5% | 1.33% | -9.6% |
| SKT | New | Tanger Factory Outlet Centers | $9,772,000 | – | 308,275 | +100.0% | 1.30% | – |
| WMT | Buy | Wal-Mart Stores Com | $9,371,000 | -10.7% | 132,114 | +3.6% | 1.25% | -16.5% |
| SPIB | Buy | SPDR Barclays Cap Interm Termbdfd | $8,616,000 | +5.4% | 253,648 | +7.1% | 1.15% | -1.5% |
| IVV | New | iShares Core S&P 500 | $6,759,000 | – | 32,618 | +100.0% | 0.90% | – |
| IWO | Sell | iShares Russell 2000 Growthmutfd | $6,445,000 | +0.4% | 41,696 | -1.6% | 0.86% | -6.2% |
| BRKA | Berkshire Hathaway Inc. Cl A | $6,350,000 | -5.8% | 31 | 0.0% | 0.84% | -12.1% | |
| GOOG | Buy | Google Inc Class C | $6,198,000 | +2.5% | 11,907 | +7.9% | 0.82% | -4.3% |
| PG | Buy | Procter & Gamble Co. | $4,718,000 | -3.3% | 60,299 | +1.2% | 0.63% | -9.8% |
| OKS | Buy | ONEOK Partners, L.P. | $4,306,000 | -7.8% | 126,636 | +10.8% | 0.57% | -13.8% |
| SBUX | Buy | Starbucks Corporation | $2,250,000 | +136.3% | 41,968 | +317.3% | 0.30% | +120.6% |
| AMZN | Buy | Amazon.com, Inc | $1,988,000 | +71.7% | 4,579 | +47.1% | 0.26% | +60.6% |
| GILD | Buy | Gilead Sciences Inc | $1,904,000 | +212.6% | 16,261 | +162.2% | 0.25% | +192.0% |
| GE | Sell | General Electric Co | $1,659,000 | +0.2% | 62,437 | -6.5% | 0.22% | -6.4% |
| HD | Buy | Home Depot Inc | $1,516,000 | +131.8% | 13,640 | +136.9% | 0.20% | +117.2% |
| UNH | Buy | UnitedHealth Group Inc | $1,430,000 | +338.7% | 11,725 | +324.8% | 0.19% | +313.0% |
| MA | Buy | Mastercard Inc | $1,424,000 | +86.6% | 15,235 | +72.4% | 0.19% | +74.3% |
| CVS | Buy | CVS Caremark Corporation | $1,395,000 | +210.7% | 13,302 | +206.0% | 0.19% | +190.6% |
| IBM | Sell | International Business Machine | $1,331,000 | -12.7% | 8,180 | -13.9% | 0.18% | -18.4% |
| AXP | Buy | American Express Company | $1,317,000 | +117.0% | 16,943 | +118.0% | 0.18% | +103.5% |
| PCLN | Buy | priceline.com Incorporated | $1,128,000 | +79.9% | 980 | +81.8% | 0.15% | +68.5% |
| CVX | Buy | Chevron Corporation | $1,114,000 | +5.0% | 11,546 | +14.2% | 0.15% | -2.0% |
| DIS | Sell | The Walt Disney Company | $1,091,000 | +3.4% | 9,556 | -5.0% | 0.14% | -3.3% |
| ROP | Buy | Roper Industries | $1,089,000 | +397.3% | 6,315 | +394.9% | 0.14% | +367.7% |
| VLO | New | Valero Energy Corp. | $1,070,000 | – | 17,090 | +100.0% | 0.14% | – |
| IWM | Sell | iShares Russell 2000mutfd | $1,048,000 | -16.8% | 8,393 | -17.1% | 0.14% | -21.8% |
| PBCT | Sell | People's United Financial Inc | $1,026,000 | +5.0% | 63,280 | -1.6% | 0.14% | -1.4% |
| UTX | Buy | United Technologies Corp | $1,017,000 | +0.7% | 9,169 | +6.4% | 0.14% | -6.2% |
| EFA | Buy | iShares MSCI EAFEmutfd | $977,000 | +3.2% | 15,393 | +4.4% | 0.13% | -3.7% |
| UPS | Buy | United Parcel Service, Inc | $906,000 | +191.3% | 9,350 | +191.5% | 0.12% | +175.0% |
| MRK | Buy | Merck & Co Inc New | $889,000 | +24.0% | 15,615 | +25.1% | 0.12% | +15.7% |
| ILCG | Buy | iShares Morningstar Large-Capmutfd | $844,000 | +13.4% | 7,108 | +13.0% | 0.11% | +5.7% |
| KO | Sell | Coca Cola Company | $812,000 | -29.3% | 20,711 | -26.9% | 0.11% | -34.1% |
| MYGN | Sell | Myriad Genetics Inc Com | $780,000 | -92.1% | 22,943 | -91.8% | 0.10% | -92.6% |
| KMB | Sell | Kimberly-Clark Corp | $765,000 | -14.2% | 7,217 | -13.3% | 0.10% | -19.7% |
| TDG | New | Transdigm Group Inc | $750,000 | – | 3,337 | +100.0% | 0.10% | – |
| MCD | Sell | McDonald's Corp. | $744,000 | -13.1% | 7,825 | -10.9% | 0.10% | -18.9% |
| AEP | Buy | American Electric Power | $745,000 | -5.8% | 14,073 | +0.0% | 0.10% | -12.4% |
| BA | Buy | Boeing Co. | $738,000 | +50.9% | 5,319 | +63.2% | 0.10% | +40.0% |
| PANW | Buy | Palo Alto Networks Inc | $731,000 | +196.0% | 4,185 | +147.9% | 0.10% | +177.1% |
| HOT | New | Starwood Hotels & Resorts Worl | $690,000 | – | 8,505 | +100.0% | 0.09% | – |
| QCOM | Sell | QUALCOMM Incorporated | $668,000 | -17.0% | 10,671 | -8.1% | 0.09% | -22.6% |
| SDY | Buy | SPDR S&P Dividend ETFmutfd | $643,000 | +6.3% | 8,437 | +9.0% | 0.09% | 0.0% |
| MO | Sell | Altria Group Inc | $582,000 | -7.6% | 11,906 | -5.4% | 0.08% | -14.4% |
| PFE | Buy | Pfizer Inc | $573,000 | +1.4% | 17,093 | +5.2% | 0.08% | -6.2% |
| PX | Sell | Praxair Inc. | $543,000 | -29.0% | 4,538 | -28.4% | 0.07% | -33.9% |
| VZ | Sell | Verizon Communications Inc. | $536,000 | -20.9% | 11,493 | -17.6% | 0.07% | -26.8% |
| PM | Sell | Philip Morris International In | $528,000 | +1.9% | 6,584 | -4.3% | 0.07% | -5.4% |
| XLE | Sell | Sector Spdr Tr Shs Benint Enermutfd | $524,000 | -43.7% | 6,975 | -41.8% | 0.07% | -47.4% |
| BMY | Sell | Bristol-Myers Squibb Company | $522,000 | -18.3% | 7,839 | -20.8% | 0.07% | -23.1% |
| GD | General Dynamics Corp | $520,000 | +4.4% | 3,670 | 0.0% | 0.07% | -2.8% | |
| DHR | Danaher Corp | $508,000 | +0.8% | 5,940 | 0.0% | 0.07% | -5.6% | |
| CELG | Sell | Celgene Corporation | $505,000 | -4.7% | 4,362 | -5.1% | 0.07% | -11.8% |
| EMR | Sell | Emerson Electric Company | $481,000 | -21.4% | 8,670 | -19.8% | 0.06% | -26.4% |
| AMT | New | American Tower Corporation | $450,000 | – | 4,825 | +100.0% | 0.06% | – |
| KYTH | New | Kythera Biopharmaceuticals Inc | $452,000 | – | 6,005 | +100.0% | 0.06% | – |
| DSI | Sell | iShares KLD 400 Social Indexmutfd | $402,000 | -12.2% | 5,290 | -10.8% | 0.05% | -16.9% |
| AMGN | Amgen Inc. | $402,000 | -4.1% | 2,620 | 0.0% | 0.05% | -10.0% | |
| ASHR | New | Deutsche X-trackers Harvest CS | $405,000 | – | 8,800 | +100.0% | 0.05% | – |
| JWA | Sell | Wiley John & Sons Inc Cl A | $403,000 | -98.0% | 7,416 | -97.7% | 0.05% | -98.1% |
| HCC | Sell | HCC Insurance Holdings Inc Com | $398,000 | -96.6% | 5,176 | -97.5% | 0.05% | -96.9% |
| KMI | Sell | Kinder Morgan, Inc. | $397,000 | -13.1% | 10,338 | -4.8% | 0.05% | -18.5% |
| OEF | Buy | iShares Tr S&P 100 Index Fundmutfd | $395,000 | +0.5% | 4,353 | +0.0% | 0.05% | -5.4% |
| BIIB | Sell | Biogen Idec Inc | $394,000 | -5.7% | 975 | -1.6% | 0.05% | -13.3% |
| SUSA | Sell | iShares MSCI USA ESG Select Inmutfd | $392,000 | -13.5% | 4,606 | -12.8% | 0.05% | -20.0% |
| F | Ford Motor Co | $383,000 | -7.0% | 25,546 | 0.0% | 0.05% | -13.6% | |
| IVW | Sell | iShares S&P 500 Growth Indexmutfd | $381,000 | -0.8% | 3,343 | -0.9% | 0.05% | -7.3% |
| PHYS | New | Sprott Physical Gold Trust ETV | $386,000 | – | 40,000 | +100.0% | 0.05% | – |
| ADP | Buy | Automatic Data Processing, Inc | $383,000 | -5.7% | 4,779 | +0.8% | 0.05% | -12.1% |
| BSX | New | Boston Scientific Corporation | $382,000 | – | 21,600 | +100.0% | 0.05% | – |
| LOW | Buy | Lowe's Companies Inc | $365,000 | -9.9% | 5,452 | +0.0% | 0.05% | -15.5% |
| T | Sell | AT&T Inc | $342,000 | -5.8% | 9,627 | -13.3% | 0.05% | -11.5% |
| INTC | New | Intel Corp | $348,000 | – | 11,446 | +100.0% | 0.05% | – |
| ORLY | O'Reilly Automotive Inc | $339,000 | +4.6% | 1,500 | 0.0% | 0.04% | -2.2% | |
| OXY | Sell | Occidental Petroleum Corp | $337,000 | -34.3% | 4,332 | -38.4% | 0.04% | -38.4% |
| GIS | General Mills, Inc. | $327,000 | -1.5% | 5,860 | 0.0% | 0.04% | -6.4% | |
| CMCSA | Sell | Comcast Corporation | $329,000 | -20.7% | 5,473 | -25.6% | 0.04% | -25.4% |
| VFC | Sell | V F Corporation | $320,000 | -8.3% | 4,583 | -1.1% | 0.04% | -14.0% |
| USB | Buy | US Bancorp | $322,000 | +5.2% | 7,413 | +5.7% | 0.04% | -2.3% |
| V | Sell | Visa, Inc | $318,000 | -23.0% | 4,733 | -25.0% | 0.04% | -28.8% |
| XBI | SPDR S&P Biotechmutfd | $315,000 | +11.7% | 1,250 | 0.0% | 0.04% | +5.0% | |
| CB | Chubb Corp | $305,000 | -6.2% | 3,210 | 0.0% | 0.04% | -10.9% | |
| SRCL | Stericycle, Inc | $311,000 | -4.6% | 2,322 | 0.0% | 0.04% | -10.9% | |
| A309PS | Sell | Directv Com | $311,000 | -3.7% | 3,350 | -11.8% | 0.04% | -10.9% |
| MCK | Sell | McKesson Corporation | $293,000 | -25.4% | 1,301 | -25.1% | 0.04% | -30.4% |
| CAT | Caterpillar, Inc. | $293,000 | +6.2% | 3,452 | 0.0% | 0.04% | 0.0% | |
| RDSA | Sell | Royal Dutch Shell Plc | $291,000 | -18.7% | 5,100 | -15.0% | 0.04% | -23.5% |
| AGEN | Sell | Agenus Inc. | $284,000 | +15.4% | 32,928 | -31.3% | 0.04% | +8.6% |
| COST | Buy | Costco Wholesale Corporation | $276,000 | +6.6% | 2,045 | +19.8% | 0.04% | 0.0% |
| MDLZ | Buy | Mondelez International, Inc. | $276,000 | +14.0% | 6,707 | +0.1% | 0.04% | +8.8% |
| RTN | New | Raytheon Co Com | $270,000 | – | 2,824 | +100.0% | 0.04% | – |
| PPG | Buy | PPG Industries | $272,000 | +1.5% | 2,374 | +100.0% | 0.04% | -5.3% |
| VWO | Sell | Vanguard FTSE Emerging Marketsmutfd | $273,000 | -15.7% | 6,670 | -15.9% | 0.04% | -21.7% |
| JPM | Sell | JP Morgan Chase & Co. | $260,000 | +2.8% | 3,833 | -8.1% | 0.04% | -2.8% |
| IWF | iShares Russell 1000 Growthmutfd | $265,000 | 0.0% | 2,676 | 0.0% | 0.04% | -7.9% | |
| IWB | iShares Russell 1000 Indexmutfd | $254,000 | 0.0% | 2,189 | 0.0% | 0.03% | -5.6% | |
| C | New | Citigroup Inc Com New | $247,000 | – | 4,465 | +100.0% | 0.03% | – |
| BLL | Ball Corp | $246,000 | -0.4% | 3,500 | 0.0% | 0.03% | -5.7% | |
| LLY | Sell | Eli Lilly & Co | $241,000 | -6.6% | 2,889 | -18.7% | 0.03% | -13.5% |
| CF | New | CF Industries Holdings, Inc. | $233,000 | – | 3,625 | +100.0% | 0.03% | – |
| ORCL | Buy | Oracle Corporation | $233,000 | +4.0% | 5,791 | +11.7% | 0.03% | -3.1% |
| TD | Buy | Toronto-Dominion Bank | $225,000 | +6.1% | 5,288 | +6.8% | 0.03% | 0.0% |
| LNDC | Landec Corp | $226,000 | +3.2% | 15,668 | 0.0% | 0.03% | -3.2% | |
| APC | New | Anadarko Petroleum Corp | $226,000 | – | 2,900 | +100.0% | 0.03% | – |
| SE | Spectra Energy Corp. | $221,000 | -9.8% | 6,780 | 0.0% | 0.03% | -17.1% | |
| LTC | New | LTC Properties Inc. | $221,000 | – | 5,315 | +100.0% | 0.03% | – |
| EBAY | Sell | eBay Inc. | $218,000 | -6.0% | 3,611 | -10.2% | 0.03% | -12.1% |
| IBB | New | iShares Nasdaq Biotechnologymutfd | $207,000 | – | 560 | +100.0% | 0.03% | – |
| SLB | Sell | Schlumberger Limited | $211,000 | -29.9% | 2,453 | -32.0% | 0.03% | -34.9% |
| SCHW | Sell | Charles Schwab Corp | $206,000 | -7.2% | 6,307 | -13.7% | 0.03% | -15.6% |
| DEO | New | Diageo plc | $200,000 | – | 1,725 | +100.0% | 0.03% | – |
| MRVL | New | Marvell Technology Group Ltd | $179,000 | – | 13,600 | +100.0% | 0.02% | – |
| HTY | New | John Hancock Tax-Advantaged Glbdfd | $171,000 | – | 17,000 | +100.0% | 0.02% | – |
| CIM | New | Chimera Investment Corporation | $167,000 | – | 12,200 | +100.0% | 0.02% | – |
| BRKL | New | Brookline Bancorp Inc. | $146,000 | – | 12,905 | +100.0% | 0.02% | – |
| NEA | New | Nuveen AMT-Free Municipal Incobdfd | $138,000 | – | 10,800 | +100.0% | 0.02% | – |
| ISR | IsoRay, Inc. | $81,000 | -5.8% | 54,824 | 0.0% | 0.01% | -8.3% | |
| SPRT | New | Support.com, Inc | $21,000 | – | 15,000 | +100.0% | 0.00% | – |
| New | Enbridge Energy Management LLC | $0 | – | 22,966 | +100.0% | 0.00% | – | |
| KEGXQ | Exit | Key Energy Services Inc | $0 | – | -11,000 | -100.0% | -0.00% | – |
| Exit | Wells Fargo Advantage Ult S/Tbdfd | $0 | – | -20,361 | -100.0% | -0.01% | – | |
| KEY | Exit | Key Corp New | $0 | – | -12,000 | -100.0% | -0.02% | – |
| SPG | Exit | Simon Ppty Grp Inc | $0 | – | -1,051 | -100.0% | -0.03% | – |
| ES | Exit | EnergySolutions, Inc | $0 | – | -4,000 | -100.0% | -0.03% | – |
| LLL | Exit | L-3 Communications Holdings In | $0 | – | -1,666 | -100.0% | -0.03% | – |
| BP | Exit | BP plc | $0 | – | -5,637 | -100.0% | -0.03% | – |
| SUN | Exit | Sunoco LP | $0 | – | -4,225 | -100.0% | -0.03% | – |
| NSC | Exit | Norfolk Southern Corp | $0 | – | -2,185 | -100.0% | -0.03% | – |
| SHY | Exit | iShares Barclays 1-3 Year Treabdfd | $0 | – | -2,921 | -100.0% | -0.04% | – |
| PRGO | Exit | Perrigo Co | $0 | – | -1,497 | -100.0% | -0.04% | – |
| MYL | Exit | Mylan N V Shs | $0 | – | -4,450 | -100.0% | -0.04% | – |
| PCP | Exit | Precision Castparts Corp | $0 | – | -1,316 | -100.0% | -0.04% | – |
| JWN | Exit | Nordstrom Inc. | $0 | – | -3,467 | -100.0% | -0.04% | – |
| APA | Exit | Apache Corp | $0 | – | -4,854 | -100.0% | -0.04% | – |
| B108PS | Exit | Actavis plc | $0 | – | -1,106 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 8.3% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 6.5% |
| State Street Corp | 42 | Q3 2023 | 7.9% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 3.1% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 42 | Q3 2023 | 3.1% |
| STRYKER CORPORATION COM | 42 | Q3 2023 | 2.9% |
| TJX COS INC NEW COM | 42 | Q3 2023 | 2.6% |
| Cisco Systems Inc Co | 42 | Q3 2023 | 3.0% |
| LOCKHEED MARTIN CORP COM | 42 | Q3 2023 | 2.2% |
| MCCORMICK & CO INC COM NON VTG | 42 | Q3 2023 | 2.2% |
View Crestwood Advisors Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-07 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-02-15 |
View Crestwood Advisors Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.