Crestwood Advisors Group, LLC
Top Portfolio Positions
607 positions ·
$4,206,211,216 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,392,748 | $353,465,514 | 8.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
728,002 | $209,344,254 | 4.98% | |
| MSFT |
Microsoft Corp
Technology
|
535,920 | $198,381,506 | 4.72% | |
| NVDA |
Nvidia Corp
Technology
|
1,022,886 | $178,391,318 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
828,403 | $172,531,492 | 4.10% | |
| V |
Visa Inc.
Financial Services
|
324,344 | $98,029,730 | 2.33% | |
| AMAT |
Applied Materials Inc /De
Technology
|
284,991 | $97,407,073 | 2.32% | |
| AVGO |
Broadcom Inc.
Technology
|
311,286 | $96,346,129 | 2.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
196,174 | $94,006,580 | 2.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
266,925 | $78,518,657 | 1.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NFE
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $590 | 1,000 | Call | Sole | 2026-05-05 | |
| 2026-03-31 | $88,950 | 150,763 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $171,734 | 150,644 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $1,140 | 1,000 | Call | Sole | 2026-02-03 | |
| 2025-09-30 | $243,100 | 110,000 | Call | Sole | 2025-11-07 | |
| 2025-09-30 | $330,744 | 149,658 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $461,480 | 139,000 | Shares | Sole | 2025-08-05 | |
| 2025-06-30 | $365,200 | 110,000 | Call | Sole | 2025-08-05 | |
| 2025-03-31 | $1,072,247 | 129,031 | Shares | Sole | 2025-05-05 | |
| 2025-03-31 | $914,100 | 110,000 | Call | Sole | 2025-05-05 | |
| 2024-12-31 | $1,648,548 | 109,031 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $1,632,960 | 108,000 | Call | Sole | 2025-02-04 | |
| 2024-09-30 | $982,001 | 108,031 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,864,035 | 84,806 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,184,895 | 136,806 | Shares | Sole | 2024-05-08 | |
| 2023-09-30 | $1,147,300 | 35,000 | Shares | Sole | 2023-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||