Operations

0001426853-19-000002.txt : 20190509 0001426853-19-000002.hdr.sgml : 20190509 20190509152409 ACCESSION NUMBER: 0001426853-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190509 DATE AS OF CHANGE: 20190509 EFFECTIVENESS DATE: 20190509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Crestwood Advisors Group LLC CENTRAL INDEX KEY: 0001426853 IRS NUMBER: 814446465 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13016 FILM NUMBER: 19810229 BUSINESS ADDRESS: STREET 1: ONE LIBERTY SQUARE STREET 2: SUITE 500 CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 617-523-8880 MAIL ADDRESS: STREET 1: ONE LIBERTY SQUARE STREET 2: SUITE 500 CITY: BOSTON STATE: MA ZIP: 02109 FORMER COMPANY: FORMER CONFORMED NAME: Crestwood Advisors LLC DATE OF NAME CHANGE: 20080211 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001426853 XXXXXXXX 03-31-2019 03-31-2019 Crestwood Advisors Group LLC

ONE LIBERTY SQUARE SUITE 500 BOSTON MA 02109

13F HOLDINGS REPORT 028-13016 N Brandon Lozier Operations (617) 523-8880 Brandon Lozier BOSTON MA 05-09-2019 0 179 1396189 false INFORMATION TABLE 2 CW1Q201913F.xml AMAZON COM INC COM Stock 023135106 8637 4850 SH SOLE 0 4850 0 0 INVESCO QQQ TRUST ETF 46090E103 218 1212 SH SOLE 0 1211 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 222 3000 SH SOLE 0 3000 0 0 STARBUCKS CORP COM Stock 855244109 375 5045 SH SOLE 0 5045 0 0 JOHNSON & JOHNSON COM Stock 478160104 30573 218706 SH SOLE 0 218706 0 0 EDITAS MEDICINE INC COM Stock 28106W103 1418 58000 SH SOLE 0 58000 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 584 4036 SH SOLE 0 4035 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 461 1905 SH SOLE 0 1904 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 1279 29791 SH SOLE 0 29791 0 0 SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 12347 254687 SH SOLE 0 254687 0 0 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 232 2195 SH SOLE 0 2195 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A ADR 780259206 280 4468 SH SOLE 0 4468 0 0 BOSTON SCIENTIFIC CORP COM Stock 101137107 309 8045 SH SOLE 0 8045 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 6645 63862 SH SOLE 0 63862 0 0 COCA COLA CO COM Stock 191216100 595 12703 SH SOLE 0 12703 0 0 GENERAL MLS INC COM Stock 370334104 258 4976 SH SOLE 0 4976 0 0 VANGUARD REAL ESTATE ETF ETF 922908553 11863 136502 SH SOLE 0 136502 0 0 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 205 1735 SH SOLE 0 1735 0 0 APHRIA INC COM Stock 03765K104 205 22000 SH SOLE 0 22000 0 0 INTEL CORP COM Stock 458140100 228 4255 SH SOLE 0 4255 0 0 STATE STR CORP COM Stock 857477103 41685 633414 SH SOLE 0 633413 0 0 MEDTRONIC PLC SHS Stock G5960L103 23887 262260 SH SOLE 0 262259 0 0 FORTIVE CORP COM Stock 34959J108 20294 241913 SH SOLE 0 241912 0 0 NETFLIX INC COM Stock 64110L106 211 591 SH SOLE 0 591 0 0 SPDR DOW JONES INDUSTRIAL AVERAGE ETF ETF 78467X109 211 813 SH SOLE 0 813 0 0 PEOPLES UTD FINL INC COM Stock 712704105 472 28700 SH SOLE 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