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Institutional Investment Manager
Crestwood Advisors Group, LLC
Crestwood Advisors Group, LLC (CIK: 0001426853), located at One Liberty Square, Boston, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 156 holdings with a total value of $751,066,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 JOHNSON & JOHNSON 200,536 19,544,000 2.60%
152 VANGUARD SPECIALIZED FUNDS 281,105 22,089,000 2.94%
153 ISHARES TR 198,016 23,930,000 3.19%
154 APPLE INC 238,412 29,903,000 3.98%
155 STATE STR CORP 545,394 41,995,000 5.59%
156 ISHARES TR CORE MSCI EAFE ETF 740,647 43,180,000 5.75%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001426853-15-000004, filed 2015.08.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.