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 |
|---|---|---|---|---|---|---|---|---|---|
| HEXCEL CORP NEW COM | Stock | 251 | $719,063 | 9,750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LULULEMON ATHLETICA INC COM | Stock | 252 | $686,662 | 1,343 | 0.00 | 0.00 | -25 | -1.83 | 12-31-2023 |
| CONSUMER STAPLES SELECT SECTOR SPDR FUND | ETF | 253 | $685,827 | 9,521 | 0.00 | 0.00 | 204 | 2.19 | 12-31-2023 |
| L3HARRIS TECHNOLOGIES INC COM | Stock | 254 | $666,694 | 3,165 | 0.00 | 0.00 | 698 | 28.29 | 12-31-2023 |
