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Brigette Houghton

@Crestwood Advisors Group, Llc

Latest period2024 - Q3ReportedManaged Assets$5.235BTotal holdings442
Assets growth rate8.3%Assets growth rate (2-Q avg)6.93%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Crestwood Advisors Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 442 positions.

Assets under management

The assets under management (AUM) of Crestwood Advisors Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.235B in assets, with a quarterly growth rate of 8.3% and a 2-quarter average growth rate of 6.93%. The portfolio is managed by Brigette Houghton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc Com
Recent Activity
Increased 0.42%
6.49%
$339.755M
1.458M shares@ $233.0 avg price
MSFTMicrosoft Corp Com
Recent Activity
Decreased -12.98%
4.51%
$236.074M
548,630 shares@ $430.3 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 9.68%
3.28%
$171.616M
921,024 shares@ $186.34 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 3.29%
2.41%
$126.073M
760,173 shares@ $165.85 avg price
FIFiserv Inc Com
Recent Activity
Decreased -0.13%
2.27%
$118.714M
660,812 shares@ $179.65 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 3.84%
2.25%
$117.377M
255,026 shares@ $460.26 avg price
AGGIshares Core U.s. Aggregate Bond Etf
Recent Activity
Increased 282.1%
2.01%
$105.219M
1.039M shares@ $101.28 avg price
SPSMSpdr Portfolio S&p 600 Small Cap Etf
Recent Activity
Increased 1.75%
1.9%
$99.367M
2.183M shares@ $45.51 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -0.07%
1.8%
$94.148M
342,417 shares@ $274.96 avg price
DHRDanaher Corporation Com
Recent Activity
Increased 0.39%
1.77%
$92.649M
333,248 shares@ $278.02 avg price