Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Crestwood Advisors Llc > Profile

Instuitional Investor - Crestwood Advisors Llc

Fund Profile
Filing Period:
Fund Name: Crestwood Advisors Llc
Portfolio Value $6,762,272,339
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,349,871 $449,529,152 6.65%
2.
Ishares Trust
 IEF 504,774 $386,581,451 5.72%
3.
Microsoft Corp
 MSFT 544,524 $279,284,355 4.13%
4.
Nvidia Corp
 NVDA 1,038,799 $237,240,395 3.51%
5.
Alphabet Inc.
 GOOGL 682,275 $234,754,690 3.47%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.