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 |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC COM | Stock | 101 | $7,936,969 | 26,916 | 0.00 | 0.00 | -194 | -0.72 | 12-31-2023 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 102 | $7,641,624 | 97,932 | 0.00 | 0.00 | -8,518 | -8.00 | 12-31-2023 |
| COCA COLA CO COM | Stock | 103 | $7,423,026 | 125,963 | 0.00 | 0.00 | 4,723 | 3.90 | 12-31-2023 |
| SERVICENOW INC COM | Stock | 104 | $7,230,219 | 10,234 | 0.00 | 0.00 | -204 | -1.95 | 12-31-2023 |
