StockDriftsStockDriftsTop 50 Crestwood Advisors Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 5.95% | 1.39M | $353.5M | +0.84%(+11.64K) | $53.76(+455.98%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.78% | 435.3K | $284.4M | +24.05%(+84.40K) | $596.38(+25.05%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.52% | 728.0K | $209.3M | +0.46%(+3.37K) | $74.32(+441.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.34% | 535.9K | $198.4M | -0.62%(-3.36K) | $95.00(+326.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 3% | 1.02M | $178.4M | +21.03%(+177.74K) | $128.32(+75.99%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.9% | 828.4K | $172.5M | -3.04%(-26.00K) | $115.12(+134.65%) | 2026-03-31 | |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | 1.99% | 2.82M | $118.1M | +41.23%(+824.52K) | $38.94(+18.63%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 1.9% | 1.14M | $113.1M | +7.71%(+81.55K) | $99.71(-1.04%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.67% | 345.4K | $99.1M | -1.25%(-4.36K) | $55.95(+613.23%) | 2026-03-31 | |
| V | VISA INC COM CL A | 1.65% | 324.3K | $98.0M | +1.72%(+5.49K) | $82.12(+290.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.80% | +39.73% |
| Top 20 Holdings Unweighted | +11.34% | +38.01% |
Sign up free to track Crestwood Advisors Group, LLC, compare funds side by side, and get alerts the moment positions change.