Holdings
Crestwood Advisors Group, LLC
As of Jun 30, 2026, Crestwood Advisors Group, LLC reported 651 positions worth US$4.59B. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 1.37M | US$396M | −23,068 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1.05M | US$375M | −22,633 | Jun 30, 2026 |
| Nvidia Corporation | 1.02M | US$204M | −964 | Jun 30, 2026 |
| Microsoft Corp. | 547K | US$204M | +11,543 | Jun 30, 2026 |
| Amazon.com, Inc. | 784K | US$187M | −44,467 | Jun 30, 2026 |
| Applied Materials, Inc. | 240K | US$174M | −44,727 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 249K | US$125M | −29,104 | Jun 30, 2026 |
| Broadcom Inc. | 314K | US$119M | +3,127 | Jun 30, 2026 |
| Lam Research Corporation | 268K | US$116M | −10,096 | Jun 30, 2026 |
| Kla Corporation | 364K | US$110M | +323K | Jun 30, 2026 |