Stock Taper

CRESTWOOD ADVISORS GROUP LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Charles Schwab CorporationSCHW114.59K$10.57M
AbbVie Inc.ABBV122.97K$30.94M
Texas Instruments IncorporatedTXN123.51K$36.82M
Meta Platforms, Inc.META123.97K$69.83M
Klaviyo, Inc.KVYO128.41K$1.94M
Universal Display CorporationOLED134.64K$11.66M
Pfizer Inc.PFE137.81K$3.32M
AT&T Inc.T141.62K$2.93M
The Coca-Cola CompanyKO142.87K$11.61M
The Trade Desk, Inc.TTD144.69K$2.62M
The Procter & Gamble CompanyPG156.19K$22.9M
The Home Depot, Inc.HD165.11K$58.23M
Berkshire Hathaway Inc.BRK-B170.18K$85.15M
Edwards Lifesciences CorporationEW170.53K$15.43M
Oracle CorporationORCL182.47K$26.74M
NextEra Energy, Inc.NEE183.91K$16.14M
Stifel Financial CorpSF192.04K$13.4M
PepsiCo, Inc.PEP193.93K$26.26M
Cisco Systems, Inc.CSCO196.22K$23.05M
SEI Investments CompanySEIC197.09K$17.29M