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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Crestwood Advisors Group LLC INSTITUTION : Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-08-14) --- full portfolio
Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
MICROSOFT CORP COM    (Stock) MSFT 88,106,000 657,704 3.99%
ISHARES NATIONAL MUNI BOND ETF    (ETF) MUB 85,598,000 756,897 3.87%
APPLE INC COM    (Stock) AAPL 80,929,000 408,900 3.66%
VISA INC COM CL A    (Stock) V 60,572,000 349,016 2.74%
AMAZON COM INC COM    (Stock) AMZN 58,578,000 30,934 2.65%
JOHNSON & JOHNSON COM    (Stock) JNJ 49,467,000 355,163 2.24%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 47,940,000 612,412 2.17%
CISCO SYS INC COM    (Stock) CSCO 47,666,000 870,936 2.15%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 46,754,000 219,326 2.11%
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF    (ETF) JPIN 46,317,000 850,480 2.09%
ISHARES MSCI EAFE ETF    (ETF) EFA 43,438,000 660,857 1.96%
BANK AMER CORP COM    (Stock) BAC 40,115,000 1,383,264 1.81%
STATE STR CORP COM    (Stock) STT 39,170,000 698,714 1.77%
SPDR S&P 500 ETF    (ETF) SPY 38,416,000 131,114 1.73%
LOCKHEED MARTIN CORP COM    (Stock) LMT 35,595,000 97,913 1.61%
JPMORGAN CHASE & CO COM    (Stock) JPM 35,547,000 317,951 1.60%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 35,345,000 32,642 1.60%
FACEBOOK INC CL A    (Stock) FB 34,238,000 177,401 1.55%
BLACKSTONE GROUP INC COM CL A    (Stock) 34,078,000 767,180 1.54%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 31,143,000 507,214 1.41%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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