0001426853-21-000004.txt : 20211103
0001426853-21-000004.hdr.sgml : 20211103
20211103151809
ACCESSION NUMBER: 0001426853-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211103
DATE AS OF CHANGE: 20211103
EFFECTIVENESS DATE: 20211103
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: 211375019
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
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13F-HR
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false
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0001426853
XXXXXXXX
09-30-2021
09-30-2021
Crestwood Advisors Group LLC
ONE LIBERTY SQUARE
SUITE 500
BOSTON
MA
02109
13F HOLDINGS REPORT
028-13016
N
Nicholas Dipoto
Operations Specialist
6175238880
Nicholas Dipoto
Boston
MA
11-03-2021
0
268
3529938
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INFORMATION TABLE
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Stock
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75921
23111
SH
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INVESCO QQQ TRUST
ETF
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32309
SH
SOLE
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32308
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0
TECHNOLOGY SELECT SECTOR SPDR FUND
ETF
81369Y803
716
4796
SH
SOLE
0
4796
0
0
STARBUCKS CORP COM
Stock
855244109
7579
68709
SH
SOLE
0
68709
0
0
SEMPRA COM
Stock
816851109
266
2104
SH
SOLE
0
2104
0
0
SQUARE INC CL A
Stock
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234
975
SH
SOLE
0
975
0
0
XPO LOGISTICS INC COM
Stock
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576
7240
SH
SOLE
0
7240
0
0
JOHNSON & JOHNSON COM
Stock
478160104
67989
420976
SH
SOLE
0
420975
0
0
EDITAS MEDICINE INC COM
Stock
28106W103
841
20480
SH
SOLE
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20480
0
0
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ETF
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ETF
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292
5335
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SOLE
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Stock
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36675
81619
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SOLE
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ETF
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43165
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ETF
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Stock
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4542
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Stock
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Stock
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4566
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ETF
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ETF
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ISHARES MSCI USA ESG SELECT ETF
ETF
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Stock
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Stock
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Stock
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Stock
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Stock
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901
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SOLE
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Stock
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Stock
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MERCK & CO INC COM
Stock
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ETF
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ETF
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Stock
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Stock
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Stock
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Stock
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3851
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Stock
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Stock
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Stock
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AVNET INC COM
Stock
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19694
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SOLE
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Stock
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Stock
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Stock
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Stock
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ETF
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ETF
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Stock
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Stock
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Stock
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Stock
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Stock
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13463
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SOLE
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13463
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US BANCORP DEL COM NEW
Stock
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23972
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SOLE
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HOME DEPOT INC COM
Stock
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SH
SOLE
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SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ETF
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20737
SH
SOLE
0
20737
0
0
AUTOMATIC DATA PROCESSING INC COM
Stock
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321
1604
SH
SOLE
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1604
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SPDR GOLD SHARES
ETF
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1884
11474
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ISORAY INC COM
Stock
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Stock
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ISHARES RUSSELL 1000 GROWTH ETF
ETF
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ETF
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ETF
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SOLE
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Stock
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233
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SOLE
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ETF
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SOLE
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Stock
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ETF
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Stock
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REIT
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Stock
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Stock
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Stock
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Stock
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Stock
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Stock
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Stock
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Stock
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LENNAR CORP CL A
Stock
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ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
ETF
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DOCUSIGN INC COM
Stock
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Stock
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Stock
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Stock
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Stock
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ETF
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ETF
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Stock
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Stock
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Stock
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ETF
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Stock
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Stock
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Stock
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Stock
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ETF
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Stock
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Stock
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Stock
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Stock
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ETF
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Stock
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Stock
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Stock
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ETF
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Stock
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Stock
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ETF
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Stock
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Stock
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ETF
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Stock
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REIT
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ETF
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Stock
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Stock
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Stock
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Stock
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Stock
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ETF
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Stock
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SPDR S&P BIOTECH ETF
ETF
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VANGUARD FINANCIALS INDEX FUND
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ISHARES BIOTECHNOLOGY FUND
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ISHARES S&P SMALL-CAP 600 GROWTH ETF
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SPDR PORTFOLIO S&P 600 SMALL CAP ETF
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VANGUARD TAX-EXEMPT BOND ETF
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ISHARES RUSSELL 1000 ETF
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ISHARES MORNINGSTAR US EQUITY ETF
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