0001426853-23-000001.txt : 20230214
0001426853-23-000001.hdr.sgml : 20230214
20230214112622
ACCESSION NUMBER: 0001426853-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230214
DATE AS OF CHANGE: 20230214
EFFECTIVENESS DATE: 20230214
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: 23624749
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
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0001426853
XXXXXXXX
12-31-2022
12-31-2022
Crestwood Advisors Group LLC
ONE LIBERTY SQUARE
SUITE 500
BOSTON
MA
02109
13F HOLDINGS REPORT
028-13016
N
Ruchi Patel
Director, Operations
6175238880
Ruchi Patel
Boston
MA
02-14-2023
0
267
2936250797
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SOLE
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Stock
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Stock
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JOHNSON & JOHNSON COM
Stock
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Stock
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Stock
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0
0
VANGUARD TOTAL BOND MARKET ETF
ETF
921937835
261138
3635
SH
SOLE
0
3635
0
0
ISHARES CORE 1-5 YEAR USD BOND ETF
ETF
46432F859
3559974
76657
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SOLE
0
76657
0
0
ZOETIS INC CL A
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98978V103
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SOLE
0
245739
0
0
ISHARES RUSSELL 2000 GROWTH ETF
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464287648
844178
3935
SH
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0
3935
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0
INVESCO S&P 500 QUALITY ETF
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46137V241
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0
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09260D107
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03662Q105
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940
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45675Y104
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STRYKER CORPORATION COM
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0
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0
SPDR BLACKSTONE SENIOR LOAN ETF
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0
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GENERAL DYNAMICS CORP COM
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369550108
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2715
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761152107
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INTUITIVE SURGICAL INC COM NEW
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DISCOVER FINL SVCS COM
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254709108
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0
4500
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0
MCDONALDS CORP COM
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0
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0
AMETEK INC COM
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031100100
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0
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0
CISCO SYS INC COM
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17275R102
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0
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CAPITAL ONE FINL CORP COM
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14040H105
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0
AT&T INC COM
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00206R102
333295
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0
18104
0
0
VANGUARD FINANCIALS ETF
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92204A405
329348
3981
SH
SOLE
0
3981
0
0
ISHARES BIOTECHNOLOGY ETF
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464287556
3225429
24567
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0
24567
0
0
GENERAL ELECTRIC CO COM NEW
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369604301
499724
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SH
SOLE
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0
ISHARES MSCI USA QUALITY FACTOR ETF
ETF
46432F339
689708
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SH
SOLE
0
6052
0
0
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
ETF
464288513
230904
3136
SH
SOLE
0
3136
0
0
ISHARES S&P SMALL-CAP 600 GROWTH ETF
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464287887
1915295
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17722
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0
MOTOROLA SOLUTIONS INC COM NEW
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620076307
498411
1934
SH
SOLE
0
1934
0
0
ISHARES MSCI USA MOMENTUM FACTOR ETF
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46432F396
1789248
12261
SH
SOLE
0
12261
0
0
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
ETF
81369Y407
248116
1921
SH
SOLE
0
1921
0
0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
ETF
464287515
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52953
SH
SOLE
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52952
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0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
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LULULEMON ATHLETICA INC COM
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550021109
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4191
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ISHARES S&P 500 GROWTH ETF
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15818
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ISHARES CORE S&P 500 ETF
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464287200
15534795
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40433
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WELLS FARGO CO NEW COM
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UNION PAC CORP COM
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SALESFORCE INC COM
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NORTHROP GRUMMAN CORP COM
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3160
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3669
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UMH PPTYS INC COM
REIT
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230244
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CHEVRON CORP NEW COM
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ISHARES NATIONAL MUNI BOND ETF
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CONOCOPHILLIPS COM
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20825C104
422143
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MARKEL CORP COM
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250
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VANGUARD FTSE DEVELOPED MARKETS ETF
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DANAHER CORPORATION COM
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M & T BK CORP COM
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TJX COS INC NEW COM
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BANK AMERICA CORP COM
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060505104
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0
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WALMART INC COM
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931142103
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4046
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INTERNATIONAL BUSINESS MACHS COM
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459200101
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0
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ORACLE CORP COM
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68389X105
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36200
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RAYTHEON TECHNOLOGIES CORP COM
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30663
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VANGUARD FTSE EMERGING MARKETS ETF
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50227
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TEXAS INSTRS INC COM
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882508104
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SOLE
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36688
0
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VANGUARD HIGH DIVIDEND YIELD INDEX ETF
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506602
4682
SH
SOLE
0
4681
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0
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
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78468R721
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PFIZER INC COM
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717081103
1581241
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SH
SOLE
0
30859
0
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ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
ETF
464287242
443966
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0
4211
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MORGAN STANLEY COM NEW
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617446448
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141718
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3M Company
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3065
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CATERPILLAR INC COM
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149123101
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19376
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ALPHABET INC CAP STK CL C
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AMERICAN EXPRESS CO COM
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AMGEN INC COM
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031162100
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ANALOG DEVICES INC COM
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30906
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PAYCOM SOFTWARE INC COM
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70432V102
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2560
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0
WILLIAMS COS INC COM
Stock
969457100
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SOLE
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507410
0
0
VANGUARD DIVIDEND APPRECIATION ETF
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921908844
5653626
37232
SH
SOLE
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37231
0
0
ISHARES CORE U.S. AGGREGATE BOND ETF
ETF
464287226
10208125
105249
SH
SOLE
0
105249
0
0
SPDR PORTFOLIO S&P 500 ETF
ETF
78464A854
1120407
24909
SH
SOLE
0
24909
0
0
ISHARES S&P MID-CAP 400 GROWTH ETF
ETF
464287606
1249412
18293
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SOLE
0
18293
0
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Daktari
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234264109
40989
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40988
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VANGUARD SHORT-TERM BOND ETF
ETF
921937827
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261552
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GARTNER INC COM
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366651107
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ULTRAGENYX PHARMACEUTICAL INC COM
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29908
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PHILIP MORRIS INTL INC COM
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718172109
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0
10746
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SPDR BLOOMBERG HIGH YIELD BOND ETF
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78468R622
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6985
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BRISTOL-MYERS SQUIBB CO COM
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10084
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ALTRIA GROUP INC COM
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02209S103
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12880
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0
FIDELITY MSCI REAL ESTATE INDEX ETF
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316092857
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219277
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0
219277
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0
AMERICAN WTR WKS CO INC NEW COM
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030420103
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2418
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EXXON MOBIL CORP COM
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30231G102
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0
65512
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UNITEDHEALTH GROUP INC COM
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91324P102
1031730
1946
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1946
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89417E109
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0
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548661107
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5636
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COLGATE PALMOLIVE CO COM
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SHOPIFY INC CL A
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0
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BANK HAWAII CORP COM
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PAYPAL HLDGS INC COM
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70450Y103
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631103108
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SCHWAB CHARLES CORP COM
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CROWN CASTLE INC COM
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AUTOZONE INC COM
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155
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357
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CBRE GROUP INC CL A
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12504L109
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0
45885
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ISHARES CORE S&P MID-CAP ETF
ETF
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2412369
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SOLE
0
9973
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0
VANGUARD TAX-EXEMPT BOND ETF
ETF
922907746
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SH
SOLE
0
353877
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ISHARES MSCI EAFE ETF
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464287465
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APPLE INC COM
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0
154213
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0
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09857L108
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0
15458
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0
ISHARES RUSSELL 1000 ETF
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464287622
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SOLE
0
3183
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0
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571748102
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0
184350
0
0
ISHARES RUSSELL 1000 VALUE ETF
ETF
464287598
703922
4642
SH
SOLE
0
4641
0
0
ISHARES MORNINGSTAR U.S. EQUITY ETF
ETF
464287127
2865353
54433
SH
SOLE
0
54433
0
0