Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRESTWOOD ADVISORS GROUP LLC | 05-08-2024 | 03-31-2024 | 506 | 4,580,383,007 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP COM | Stock | 1 | $261,436,973 | 621,404 | 0.01 | 0.01 | 4,330 | 0.70 | 03-31-2024 |
| APPLE INC COM | Stock | 2 | $249,608,996 | 1,455,616 | 0.01 | 0.01 | -29,292 | -1.97 | 03-31-2024 |
| AMAZON COM INC COM | Stock | 3 | $142,340,674 | 789,116 | 0.00 | 0.00 | 35,252 | 4.68 | 03-31-2024 |
| ALPHABET INC CAP STK CL A | Stock | 4 | $107,042,089 | 709,217 | 0.00 | 0.00 | 24,257 | 3.54 | 03-31-2024 |
