Fund HoldingsCrestwood Advisors Group, LLC

Total Portfolio Value
$3.81B
Total Bought
$847.29M
Total Sold
$143.16M
Net Transaction
+$704.13M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN(AB)02,817,395+2,817,395085,5082.24%+85,508
ROPER TECHNOLOGIES INC COM(ROP)075,396+75,396036,5130.96%+36,513
QUALCOMM INC COM(QCOM)0294,438+294,438032,7000.86%+32,700
METTLER TOLEDO INTERNATIONAL COM(MTD)024,565+24,565027,2200.71%+27,220
THERMO FISHER SCIENTIFIC INC COM(TMO)55,081109,731+54,65028,73855,5431.46%+26,804
DANAHER CORPORATION COM(DHR)0314,285+314,285077,9742.05%+77,974
KINDER MORGAN INC DEL COM(KMI)01,304,956+1,304,956021,6360.57%+21,636
UNIVERSAL DISPLAY CORP COM(OLED)0133,362+133,362020,9360.55%+20,936
QUANTA SVCS INC COM0104,938+104,938019,6310.51%+19,631
HOME DEPOT INC COM(HD)0286,370+286,370086,5302.27%+86,530
KENVUE INC COM(KVUE)0925,203+925,203018,5780.49%+18,578
NXP SEMICONDUCTORS N V COM
COM
085,959+85,959017,1850.45%+17,185
EDWARDS LIFESCIENCES CORP COM0223,276+223,276015,4690.41%+15,469
ABBVIE INC COM(ABBV)0110,304+110,304016,4420.43%+16,442
ORACLE CORP COM(ORCL)38,505173,925+135,4204,58618,4220.48%+13,837
ALPHABET INC CAP STK CL A(GOOG)608,870660,036+51,16672,88286,3722.27%+13,491
KLA CORP COM NEW(KLAC)029,233+29,233013,4080.35%+13,408
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF0279,070+279,070013,9060.36%+13,906
SALESFORCE INC COM(CRM)169,848236,788+66,94035,88248,0161.26%+12,134
JPMORGAN CHASE & CO COM(JPM)0244,440+244,440035,4490.93%+35,449
BROADCOM INC COM(AVGO)89614,988+14,09277712,4480.33%+11,671
COMCAST CORP NEW CL A(CCZ)15,587264,722+249,13564811,7380.31%+11,090
JACOBS SOLUTIONS INC COM(J)078,817+78,817010,7590.28%+10,759
STAG INDL INC COM(STAG)0293,363+293,363010,1240.27%+10,124
TJX COS INC NEW COM(TJX)678,923757,023+78,10057,56667,2841.76%+9,718
CHURCH & DWIGHT CO INC COM(CHD)0104,668+104,66809,5910.25%+9,591
AKAMAI TECHNOLOGIES INC COM(AKAM)085,377+85,37709,0960.24%+9,096
PEPSICO INC COM(PEP)18,38872,903+54,5153,40612,3530.32%+8,947
CISCO SYS INC COM(CSCO)48,813210,646+161,8332,52611,3240.30%+8,799
MANULIFE FINL CORP COM(MFC)0440,699+440,69908,0560.21%+8,056
BLACKSTONE INC COM(BX)0604,824+604,824064,8011.70%+64,801
STIFEL FINL CORP COM(SF)0117,699+117,69907,2310.19%+7,231
BOOKING HOLDINGS INC COM(BKNG)15,42115,778+35741,64148,6591.28%+7,019
NEXTERA ENERGY INC COM(NEE)12,846124,473+111,6279537,1310.19%+6,178
ALPHABET INC CAP STK CL C(GOOG)0359,760+359,760047,4341.24%+47,434
COSTCO WHSL CORP NEW COM(COST)118,907123,943+5,03664,01770,0231.84%+6,006
BERKSHIRE HATHAWAY INC DEL CL B NEW225,423236,494+11,07176,86982,8442.17%+5,975
MONDELEZ INTL INC CL A(MDLZ)093,858+93,85806,5140.17%+6,514
ISHARES CORE S&P 500 ETF56,63072,027+15,39725,24030,9310.81%+5,690
AMAZON COM INC COM(AMZN)674,002735,551+61,54987,86393,5032.45%+5,640
TRANE TECHNOLOGIES PLC SHS(TT)026,766+26,76605,4310.14%+5,431
VANGUARD S&P 500 ETF32,90047,480+14,58013,40018,6450.49%+5,246
ADOBE INC COM(ADBE)122,899128,009+5,11060,09665,2721.71%+5,175
EXXON MOBIL CORP COM73,688110,421+36,7337,90312,9830.34%+5,080
HUNTINGTON BANCSHARES INC COM(HBAN)0487,561+487,56105,0710.13%+5,071
WEYERHAEUSER CO MTN BE COM NEW(WY)0182,035+182,03505,5810.15%+5,581
XYLEM INC COM(XYL)346,699481,049+134,35039,04543,7901.15%+4,745
INDEPENDENT BK CORP MASS COM094,981+94,98104,6630.12%+4,663
EOG RES INC COM(EOG)035,707+35,70704,5260.12%+4,526
DISNEY WALT CO COM(DIS)0245,330+245,330019,8840.52%+19,884
PALO ALTO NETWORKS INC COM(PANW)8,76627,110+18,3442,2406,3560.17%+4,116
NVIDIA CORPORATION COM(NVDA)7,35816,373+9,0153,1137,1220.19%+4,010
PFIZER INC COM(PFE)0153,070+153,07005,0770.13%+5,077
KEYSIGHT TECHNOLOGIES INC COM(KEYS)028,737+28,73703,8020.10%+3,802
ECOLAB INC COM(ECL)022,012+22,01203,7290.10%+3,729
GOLDMAN SACHS GROUP INC COM(GS)010,924+10,92403,5350.09%+3,535
ELI LILLY & CO COM(LLY)29,30032,127+2,82713,74117,2560.45%+3,515
LAZARD LTD SHS A0112,035+112,03503,4740.09%+3,474
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
266,441276,670+10,22921,62725,0080.66%+3,381
PROCTER AND GAMBLE CO COM(PG)0148,844+148,844021,7100.57%+21,710
ENTEGRIS INC COM(ENTG)032,873+32,87303,0870.08%+3,087
KIMBERLY-CLARK CORP COM(KMB)028,976+28,97603,5020.09%+3,502
INVESCO QQQ TRUST SERIES I020,224+20,22407,2460.19%+7,246
ISHARES U.S. REGIONAL BANKS ETF088,791+88,79102,9830.08%+2,983
EATON CORP PLC SHS(ETN)013,413+13,41302,8610.08%+2,861
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
ST STR NUVEE ETF
0144,859+144,85906,3300.17%+6,330
WASHINGTON TR BANCORP INC COM095,403+95,40302,5120.07%+2,512
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF048,863+48,86302,4610.06%+2,461
AIR PRODS & CHEMS INC COM08,023+8,02302,2740.06%+2,274
FORTIVE CORP COM(FTV)480,617514,472+33,85535,93638,1531.00%+2,218
ULTRAGENYX PHARMACEUTICAL INC COM(RARE)29,908100,258+70,3501,3803,5740.09%+2,195
COLGATE PALMOLIVE CO COM(CL)032,451+32,45102,3080.06%+2,308
ISHARES 1-3 YEAR TREASURY BOND ETF029,746+29,74602,4090.06%+2,409
CHEVRON CORP NEW COM(CVX)078,724+78,724013,2740.35%+13,274
HASBRO INC COM(HAS)028,392+28,39201,8780.05%+1,878
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
RBTCS ARTFL INTE
074,581+74,58101,8440.05%+1,844
ISHARES CORE S&P MID-CAP ETF10,54718,351+7,8042,7584,5760.12%+1,818
ISHARES RUSSELL 1000 GROWTH ETF10,84517,899+7,0542,9844,7610.12%+1,777
ISHARES CORE S&P US VALUE ETF023,613+23,61301,7620.05%+1,762
VERTEX PHARMACEUTICALS INC COM(VRTX)05,007+5,00701,7410.05%+1,741
HILTON WORLDWIDE HLDGS INC COM(HLT)244,090247,158+3,06835,52737,1180.97%+1,591
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
014,306+14,30601,8420.05%+1,842
ISHARES S&P 500 VALUE ETF010,241+10,24101,5760.04%+1,576
DIGITAL RLTY TR INC COM(DLR)012,839+12,83901,5540.04%+1,554
CVS HEALTH CORP COM(CVS)029,556+29,55602,0640.05%+2,064
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
4,23512,946+8,7117362,1220.06%+1,386
TARGET CORP COM(TGT)011,227+11,22701,2410.03%+1,241
GILEAD SCIENCES INC COM(GILD)016,392+16,39201,2280.03%+1,228
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
6,40142,858+36,4572161,4220.04%+1,206
NEW FORTRESS ENERGY INC COM CL A035,000+35,00001,1470.03%+1,147
INGERSOLL RAND INC COM(IR)017,856+17,85601,1380.03%+1,138
SNAP ON INC COM(SNA)04,200+4,20001,0710.03%+1,071
CLEARWAY ENERGY INC CL C(CWEN)047,303+47,30301,0010.03%+1,001
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
09,638+9,63809770.03%+977
PHILIP MORRIS INTL INC COM(PM)020,242+20,24201,8740.05%+1,874
DEERE & CO COM(DE)02,547+2,54709610.03%+961
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
ST STR DISCR ETF
05,760+5,76009270.02%+927
BUILDERS FIRSTSOURCE INC COM(BLDR)07,000+7,00008710.02%+871
BERKSHIRE HATHAWAY INC DEL CL A5959030,55131,3570.82%+806
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
2,579,0182,714,716+135,69859,06059,8321.57%+773
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