CRESTWOOD ADVISORS GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FCX | 6K | $229.62K |
 | MAIN | 6K | $371.81K |
 | COF | 6K | $1.23M |
 | STE | 6K | $1.43M |
 | LNG | 6K | $1.35M |
 | D | 5K | $335.10K |
 | DOV | 5K | $907.80K |
 | ADP | 5K | $1.54M |
 | NDAQ | 5K | $458.70K |
 | EXAS | 5K | $281.21K |
 | PEG | 5K | $428.75K |
 | CHEF | 5K | $299.29K |
 | UNH | 5K | $1.77M |
 | AWK | 5K | $699.85K |
 | MSI | 5K | $2.30M |
 | ISRG | 5K | $2.24M |
 | KKR | 5K | $639.28K |
 | CMS | 5K | $359.78K |
 | LMT | 5K | $2.44M |
 | TD | 5K | $385.36K |
Freeport-McMoRan Inc.
FCX
Shares Held
6K
Value
$229.62K
Main Street Capital Corporation
MAIN
Shares Held
6K
Value
$371.81K
Capital One Financial Corporation
COF
Shares Held
6K
Value
$1.23M
STERIS plc
STE
Shares Held
6K
Value
$1.43M
Cheniere Energy, Inc.
LNG
Shares Held
6K
Value
$1.35M
Dominion Energy, Inc.
D
Shares Held
5K
Value
$335.10K
Dover Corporation
DOV
Shares Held
5K
Value
$907.80K
Automatic Data Processing, Inc.
ADP
Shares Held
5K
Value
$1.54M
Nasdaq, Inc.
NDAQ
Shares Held
5K
Value
$458.70K
Exact Sciences Corporation
EXAS
Shares Held
5K
Value
$281.21K
Public Service Enterprise Group Incorporated
PEG
Shares Held
5K
Value
$428.75K
The Chefs' Warehouse, Inc.
CHEF
Shares Held
5K
Value
$299.29K
UnitedHealth Group Incorporated
UNH
Shares Held
5K
Value
$1.77M
American Water Works Company, Inc.
AWK
Shares Held
5K
Value
$699.85K
Motorola Solutions, Inc.
MSI
Shares Held
5K
Value
$2.30M
Intuitive Surgical, Inc.
ISRG
Shares Held
5K
Value
$2.24M
KKR & Co. Inc.
KKR
Shares Held
5K
Value
$639.28K
CMS Energy Corporation
CMS
Shares Held
5K
Value
$359.78K
Lockheed Martin Corporation
LMT
Shares Held
5K
Value
$2.44M
The Toronto-Dominion Bank
TD
Shares Held
5K
Value
$385.36K