Crestwood Advisors Group, LLC
Top Portfolio Positions
606 positions ·
$4,113,524,319 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,392,748 | $353,465,514 | 8.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
728,002 | $209,344,254 | 5.09% | |
| MSFT |
Microsoft Corp
Technology
|
535,920 | $198,381,506 | 4.82% | |
| NVDA |
Nvidia Corp
Technology
|
1,022,886 | $178,391,318 | 4.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
828,403 | $172,531,492 | 4.19% | |
| V |
Visa Inc.
Financial Services
|
324,344 | $98,029,730 | 2.38% | |
| AMAT |
Applied Materials Inc /De
Technology
|
284,991 | $97,407,073 | 2.37% | |
| AVGO |
Broadcom Inc.
Technology
|
311,286 | $96,346,129 | 2.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
266,925 | $78,518,657 | 1.91% | |
| META |
Meta Platforms, Inc.
Communication Services
|
135,675 | $77,623,737 | 1.89% |
Portfolio Trend
Holdings in WASH
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,152,634 | 94,221 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,784,230 | 94,221 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,807,924 | 97,160 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,747,684 | 97,160 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $2,936,051 | 95,141 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $2,982,670 | 95,141 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $3,072,930 | 95,403 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $2,614,996 | 95,403 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $2,564,432 | 95,403 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $3,089,149 | 95,403 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $2,511,960 | 95,403 | Shares | Other | 2023-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||