Crestwood Advisors Group, LLC - Portfolio overview

Crestwood Advisors Group, LLC has 794 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 8.57%
2. IVV - ISHARES CORE S&P 500 ETF, 6.90%
3. GOOGL - ALPHABET INC CAP STK CL A, 5.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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