• 13F History

Crestwood Advisors Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$5.33B
Signature - Title
Brigette Houghton - Portfolio Accounting and Reporting Specialist
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Crestwood Advisors Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Crestwood Advisors Group, LLC reported 456 stock holdings with total value $5.33B as of Q4 2024. Top holdings included AAPL, MSFT, AMZN, GOOGL, and FI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 456 $5.33B +$210M -$114M +$96.3M AAPL, MSFT, AMZN, GOOGL, FI 13F-HR 2/4/2025, 11:46 AM
Q3 2024 442 $5.23B +$323M -$142M +$180M AAPL, MSFT, AMZN, GOOGL, FI 13F-HR 10/30/2024, 05:21 PM
Q2 2024 425 $4.83B +$285M -$105M +$180M AAPL, MSFT, AMZN, GOOGL, BRKB 13F-HR 8/1/2024, 11:29 AM
Q1 2024 417 $4.58B +$175M -$175M +$29.9K MSFT, AAPL, AMZN, GOOGL, FI 13F-HR 5/8/2024, 11:05 AM
Q4 2023 403 $4.29B +$143M -$103M +$39.6M AAPL, MSFT, AMZN, HD, GOOGL Restatement 2/13/2024, 03:26 PM
Q3 2023 372 $3.81B +$828M -$86.8M +$741M AAPL, MSFT, AMZN, HD, GOOGL 13F-HR 11/15/2023, 09:44 AM
Q2 2023 269 $3.18B +$227M -$295M -$68.5M AAPL, MSFT, AMZN, V, FI 13F-HR 8/15/2023, 12:01 PM
Q1 2023 257 $3B +$182M -$272M -$90M AAPL, MSFT, V, FI, AMZN 13F-HR 5/12/2023, 04:20 PM
Q4 2022 264 $2.94B +$89.9M -$136M -$45.8M AAPL, MSFT, JNJ, HD, V 13F-HR 2/14/2023, 10:26 AM
Q3 2022 268 $2.82B +$171M -$84.9M +$85.9M AAPL, MSFT, JNJ, V, HD 13F-HR 10/26/2022, 01:20 PM
Q2 2022 268 $2.97B +$209M -$179M +$30.1M AAPL, MSFT, ACN, JNJ, V 13F-HR 7/6/2022, 05:54 PM
Q1 2022 286 $3.56B +$168M -$157M +$11.5M AAPL, MSFT, ACN, BX, IEFA 13F-HR 4/12/2022, 08:48 AM
Q4 2021 299 $3.85B +$158M -$157M +$753K AAPL, MSFT, ACN, MUB, IEFA 13F-HR 2/15/2022, 08:54 AM
Q3 2021 267 $3.53B +$105M -$70M +$34.9M AAPL, MSFT, MUB, IEFA, ACN 13F-HR 11/3/2021, 03:18 PM
Q2 2021 270 $3.46B +$142M -$60.5M +$81.3M AAPL, MSFT, MUB, V, IEFA 13F-HR 8/13/2021, 02:32 PM
Q1 2021 262 $3.18B +$177M -$134M +$42.8M AAPL, MSFT, MUB, IEFA, V 13F-HR 4/21/2021, 04:44 PM
Q4 2020 267 $3.03B +$161M -$82.9M +$77.8M AAPL, MSFT, MUB, V, AMZN 13F-HR 2/9/2021, 10:45 AM
Q3 2020 238 $2.66B +$191M -$71.3M +$120M AAPL, MSFT, MUB, V, AMZN 13F-HR 10/6/2020, 04:23 PM
Q2 2020 238 $2.5B +$191M -$88.6M +$103M AAPL, MSFT, MUB, V, AMZN 13F-HR 8/14/2020, 03:33 PM
Q1 2020 223 $2.02B +$136M -$108M +$27.9M AAPL, MSFT, MUB, V, AMZN 13F-HR 5/15/2020, 11:01 AM
Q4 2019 256 $2.52B +$76.1M -$25.4M +$50.8M AAPL, MSFT, MUB, V, IJR 13F-HR 2/12/2020, 02:42 PM
Q3 2019 255 $2.27B +$85.2M -$47.1M +$38.1M AAPL, MSFT, MUB, V, AMZN 13F-HR 11/13/2019, 03:03 PM
Q2 2019 240 $2.21B +$860M -$46.3M +$814M MSFT, MUB, AAPL, V, AMZN 13F-HR 8/14/2019, 11:01 AM
Q1 2019 177 $1.4B +$78.2M -$72M +$6.17M MUB, MSFT, AAPL, JPIN, EFA 13F-HR 5/9/2019, 03:24 PM
Q4 2018 160 $1.26B +$179M -$140M +$39.5M MUB, MSFT, JPIN, EFA, AAPL 13F-HR 2/14/2019, 12:27 PM
Q3 2018 172 $1.42B +$22.8M -$6.11M +$16.7M IEFA, AAPL, MUB, STT, MSFT 13F-HR 11/14/2018, 05:18 PM
Q2 2018 170 $1.35B +$65.5M -$10.2M +$55.4M IEFA, MUB, AAPL, STT, MSFT 13F-HR 8/14/2018, 01:20 PM
Q1 2018 176 $1.28B +$108M -$14.5M +$93.2M IEFA, STT, MUB, AAPL, MSFT 13F-HR 5/14/2018, 04:59 PM
Q4 2017 188 $1.26B +$81M -$21.1M +$59.9M IEFA, STT, MUB, AAPL, MSFT 13F-HR 1/11/2018, 02:11 PM
Q3 2017 164 $1.17B +$38.1M -$40.8M -$2.73M IEFA, STT, MUB, AAPL, IVV 13F-HR 11/20/2017, 09:20 AM
Q2 2017 155 $1.17B +$72M -$44.8M +$27.2M IEFA, STT, MUB, AAPL, IVV 13F-HR 7/31/2017, 10:48 AM
Q1 2017 501 $1.11B +$256M -$69.1M +$186M STT, IEFA, AAPL, IVV, MSFT Restatement 5/3/2017, 05:09 PM
Q4 2016 163 $1.03B +$199M -$10.5M +$188M IEFA, STT, IVV, AAPL, MSFT 13F-HR 1/12/2017, 03:27 PM
Q3 2016 129 $836M +$48.6M -$26.1M +$22.5M IEFA, STT, AAPL, IVV, MSFT 13F-HR 11/3/2016, 04:48 PM
Q2 2016 134 $809M +$26.8M -$17.7M +$9.08M IEFA, STT, IVV, AAPL, JNJ 13F-HR 8/15/2016, 03:58 PM
Q1 2016 139 $848M +$92.4M -$59.5M +$32.9M IEFA, STT, AAPL, IVV, EFA 13F-HR 5/16/2016, 04:44 PM
Q4 2015 150 $829M +$108M -$68.5M +$39.3M EFA, STT, IEFA, AAPL, IVV 13F-HR 2/12/2016, 01:58 PM
Q3 2015 142 $770M +$102M -$12.8M +$89.3M STT, IEFA, AAPL, EFA, ILCB 13F-HR 11/16/2015, 01:23 PM
Q2 2015 155 $751M +$110M -$46.7M +$62.9M IEFA, STT, AAPL, ILCB, VIG 13F-HR 8/13/2015, 01:34 PM
Q1 2015 146 $702M +$83.2M -$6.24M +$76.9M STT, AAPL, ILCB, VIG, WLY 13F-HR 5/11/2015, 04:44 PM
Q4 2014 146 $664M +$34.6M -$37.6M -$3.08M STT, ILCB, VIG, AAPL, BRKB 13F-HR 2/18/2015, 01:06 PM
Q3 2014 126 $639M +$26M -$18.3M +$7.66M STT, ILCB, VIG, ECONXXXX, DGS 13F-HR 10/16/2014, 07:18 AM
Q2 2014 122 $627M +$55.3M -$37M +$18.3M STT, ECONXXXX, VIG, ILCB, DGS 13F-HR 8/1/2014, 05:22 PM
Q1 2014 117 $612M +$72.4M -$19.4M +$53M STT, ECONXXXX, VIG, ILCB, DGS 13F-HR 4/14/2014, 08:02 AM
Q4 2013 122 $626M STT, ECONXXXX, EBND, DGS, DEM 13F-HR 2/13/2014, 05:37 AM