Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRESTWOOD ADVISORS GROUP LLC | 01-29-2024 | 12-31-2023 | 490 | 4,291,892,747 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $285,889,293 | 1,484,908 | 0.01 | 0.01 | -953 | -0.06 | 12-31-2023 |
| MICROSOFT CORP COM | Stock | 2 | $232,044,654 | 617,074 | 0.01 | 0.01 | 1,421 | 0.23 | 12-31-2023 |
| AMAZON COM INC COM | Stock | 3 | $114,542,106 | 753,864 | 0.00 | 0.00 | 18,313 | 2.49 | 12-31-2023 |
| HOME DEPOT INC COM | Stock | 4 | $99,297,955 | 286,533 | 0.00 | 0.00 | 163 | 0.06 | 12-31-2023 |
