Crestwood Advisors Group, LLC
Top Portfolio Positions
607 positions ·
$4,207,530,899 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 | 4.71% | |
| 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 SEIC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,396,834 | 196,213 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,003,150 | 48,807 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,140,425 | 48,797 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $18,079,202 | 201,193 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $16,144,943 | 207,973 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $17,240,959 | 209,032 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,568,901 | 109,393 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,035,037 | 108,750 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $7,820,131 | 108,764 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,880,939 | 108,276 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,516,635 | 224,417 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,318,809 | 223,395 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $12,853,965 | 223,353 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,021,479 | 223,353 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,433,500 | 70,000 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $12,065,529 | 223,353 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $13,448,084 | 223,353 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $13,611,131 | 223,353 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $14,883,944 | 250,994 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $18,559,643 | 299,494 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $18,248,169 | 299,494 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $17,211,920 | 299,494 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $15,259,213 | 300,852 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $16,542,712 | 300,886 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,621,331 | 78,147 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||