Avoid Fraud, Get The Facts, And Find The Best
Legal Name: CRESTWOOD ADVISORS GROUP, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
MICROSOFT CORP (594918104)
|
657,704 |
$88,106k |
|
|
VISA INC COM CL A (92826C839)
|
349,016 |
$60,572k |
|
|
Amazon.com Inc (023135106)
|
30,934 |
$58,578k |
|
|
JOHNSON & JOHNSON (478160104)
|
355,163 |
$49,467k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
612,412 |
$47,940k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
219,326 |
$46,754k |
|
|
STATE STREET CORP (857477103)
|
698,714 |
$39,170k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
131,114 |
$38,416k |
|
|
ALPHABET INC (02079K305)
|
32,642 |
$35,345k |
|
|
Facebook Inc (30303M102)
|
177,401 |
$34,238k |
|
|
BLACKSTONE GROUP INC COMCL A (09260d107)
|
767,180 |
$34,078k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
507,214 |
$31,143k |
|
|
STRYKER CORP (863667101)
|
148,552 |
$30,539k |
|
|
SHERWIN WILLIAMS CO (824348106)
|
61,513 |
$28,191k |
|
|
FORTIVE CORPORATION (34959J108)
|
341,875 |
$27,870k |
|
|
RESMED INC (761152107)
|
222,720 |
$27,179k |
|
|
PEPSICO INC (713448108)
|
204,194 |
$26,776k |
|
|
MEDTRONIC PLC (G5960L103)
|
269,006 |
$26,198k |
|
|
ISHARES TR (46429B697)
|
409,007 |
$25,248k |
|
|
HILTON WRLDWDE HLDGS (43300A203)
|
257,594 |
$25,177k |
|
|
CONSTELLATION BRANDS (21036P108)
|
122,488 |
$24,123k |
|
|
HOME DEPOT INC (437076102)
|
108,358 |
$22,535k |
|
|
Booking Holdings, Inc. (09857L108)
|
11,842 |
$22,200k |
|
|
COSTCO WHSL CORP (22160K105)
|
83,959 |
$22,187k |
|
|
FISERV INC (337738108)
|
235,180 |
$21,439k |
|
|
BLACK KNIGHT INC (09215C105)
|
350,184 |
$21,064k |
|
|
HONEYWELL INTL INC (438516106)
|
114,562 |
$20,001k |
|
|
THE TRADE DESK (88339J105)
|
86,966 |
$19,809k |
|
|
SENSATA TECHNOLOGIES HLDNG P (G8060N102)
|
363,732 |
$17,823k |
|
|
AMPHENOL CORPORATION (032095101)
|
182,319 |
$17,492k |
|
|
PROCTER & GAMBLE CO (742718109)
|
147,170 |
$16,137k |
|
|
EOG Resources Inc (26875P101)
|
168,036 |
$15,654k |
|
|
CVS HEALTH CORP (126650100)
|
266,316 |
$14,512k |
|
|
ISHARES (464288646)
|
240,073 |
$12,830k |
|
|
STARBUCKS CORP (855244109)
|
151,436 |
$12,695k |
|
|
SPDR SER TR (78468R739)
|
242,364 |
$11,859k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
134,215 |
$11,730k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
36 |
$11,461k |
|
|
MERCK & CO INC (58933Y105)
|
129,885 |
$10,891k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
47,308 |
$8,834k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
131,868 |
$8,786k |
|
|
UNITED RENTALS INC (911363109)
|
60,365 |
$8,006k |
|
|
Pioneer Natural Resources Co (723787107)
|
51,456 |
$7,917k |
|
|
COCA-COLA CO (191216100)
|
152,849 |
$7,783k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
57,295 |
$7,632k |
|
|
MCDONALDS CORP (580135101)
|
27,988 |
$5,812k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
30,985 |
$5,725k |
|
|
SEI INVESTMENTS CO (784117103)
|
100,000 |
$5,610k |
|
|
NIKE INC (654106103)
|
65,134 |
$5,468k |
|
|
WORKDAY INC COM USD0.001 CL A (98138H101)
|
26,046 |
$5,355k |
|
|
ADOBE INC (00724F101)
|
17,088 |
$5,035k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
27,030 |
$4,994k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
23,709 |
$4,847k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
28,151 |
$4,706k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
90,690 |
$4,665k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
81,311 |
$4,645k |
|
|
Twilio Inc (90138F102)
|
33,830 |
$4,613k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
28,855 |
$4,520k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
15,204 |
$4,092k |
|
|
UNILEVER PLC (904767704)
|
54,777 |
$3,395k |
|
|
SERVICENOW INC (81762P102)
|
11,705 |
$3,214k |
|
|
MASTERCARD INC (57636Q104)
|
10,338 |
$2,735k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
15,391 |
$2,422k |
|
|
MACQUARIE INFRASTRUCTURE COR (55608B105)
|
44,527 |
$1,805k |
|
|
ULTA BEAUTY INC (90384S303)
|
5,171 |
$1,794k |
|
|
INTEL CORP (458140100)
|
37,013 |
$1,772k |
|
|
ISHARES (464287234)
|
40,001 |
$1,716k |
|
|
KIMBERLY CLARK CORP (494368103)
|
12,015 |
$1,601k |
|
|
Boeing Co/The (097023105)
|
4,266 |
$1,553k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
27,482 |
$1,512k |
|
|
Editas Medicine Inc (28106W103)
|
58,000 |
$1,435k |
|
|
AEP (025537101)
|
14,663 |
$1,290k |
|
|
SPDR SERIES TRUST (78464A870)
|
14,440 |
$1,267k |
|
|
US BANCORP DEL (902973304)
|
24,010 |
$1,258k |
|
|
SPDR SERIES TRUST (78464A375)
|
35,159 |
$1,228k |
|
|
Invesco S&P 500 High Q(sphq) (46137V241)
|
33,421 |
$1,107k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
33,332 |
$1,070k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
5,282 |
$1,061k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,409 |
$997k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
33,770 |
$932k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
11,012 |
$859k |
|
|
NORFOLK SOUTHERN (655844108)
|
4,145 |
$826k |
|
|
MONDELEZ INTL INC (609207105)
|
15,137 |
$816k |
|
|
PEOPLES UNITED FINL (712704105)
|
47,700 |
$800k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
13,875 |
$759k |
|
|
CDN IMPERIAL BK COMM TORONTO (136069101)
|
9,186 |
$722k |
|
|
Halliburton Co (406216101)
|
30,694 |
$698k |
|
|
Schlumberger Ltd (806857108)
|
17,059 |
$678k |
|
|
ISHARES TR (464287457)
|
7,696 |
$653k |
|
|
ABBVIE INC (00287Y109)
|
8,429 |
$613k |
|
|
CELGENE CORP (151020104)
|
6,402 |
$592k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
3,175 |
$591k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
3,950 |
$590k |
|
|
NVIDIA Corp (67066G104)
|
3,510 |
$576k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
6,093 |
$564k |
|
|
BOSTON SCIENTIFIC (101137107)
|
12,795 |
$550k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
5,093 |
$543k |
|
|
RAYTHEON (755111507)
|
3,094 |
$538k |
|
|
LendingTree Inc (52603B107)
|
1,250 |
$525k |
|
|
XPO LOGISTICS INC (983793100)
|
8,985 |
$519k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
7,321 |
$516k |
|
|
DUKE ENERGY CORP (26441C204)
|
5,824 |
$514k |
|
|
EVERSOURCE ENERGY (30040W108)
|
6,705 |
$508k |
|
|
Ball Corp. (058498106)
|
7,000 |
$490k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
2,882 |
$471k |
|
|
AVID BIOSERVICES INC (05368M106)
|
82,571 |
$462k |
|
|
YUM BRANDS INC (988498101)
|
4,142 |
$458k |
|
|
COMCAST CORP (20030N101)
|
10,728 |
$454k |
|
|
CERNER CORP (156782104)
|
5,700 |
$418k |
|
|
Netflix Inc (64110L106)
|
1,123 |
$413k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
4,460 |
$398k |
|
|
VARIAN MED SYS INC (92220P105)
|
2,895 |
$394k |
|
|
LILLY ELI & CO (532457108)
|
3,507 |
$389k |
|
|
GENERAL DYNAMICS (369550108)
|
2,084 |
$379k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
7,040 |
$373k |
|
|
IMPINJ INC COM (453204109)
|
12,195 |
$349k |
|
|
ISHARES TR (464288679)
|
3,145 |
$348k |
|
|
NATURAL GROCERS BY VITAMIN C (63888U108)
|
33,395 |
$336k |
|
|
Royal Dutch Shell PLC (780259206)
|
5,018 |
$327k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
1,465 |
$300k |
|
|
EMERSON ELEC CO (291011104)
|
4,300 |
$287k |
|
|
SPDR SERIES TRUST (78464A474)
|
9,065 |
$279k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
2,479 |
$271k |
|
|
ISHARES TR (464288844)
|
12,355 |
$268k |
|
|
Tesla Inc (88160R101)
|
1,201 |
$268k |
|
|
Vertex Pharmaceuticals Inc (92532F100)
|
1,456 |
$267k |
|
|
ISHARES TR (464288323)
|
4,685 |
$266k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,367 |
$263k |
|
|
ADP (053015103)
|
1,588 |
$263k |
|
|
SANOFI (80105N105)
|
5,813 |
$252k |
|
|
V F CORP (918204108)
|
2,858 |
$250k |
|
|
ANSYS Inc (03662Q105)
|
1,200 |
$246k |
|
|
Iovance Biotherapeutics Inc (462260100)
|
10,000 |
$245k |
|
|
GENERAL MILLS INC (370334104)
|
4,641 |
$244k |
|
|
PALO ALTO NETWORKS (697435105)
|
1,179 |
$240k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
1,302 |
$226k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
8,430 |
$221k |
|
|
ISHARES (464287630)
|
1,806 |
$218k |
|
|
SPDR DOW JONES INDL (78467X109)
|
812 |
$216k |
|
|
STAG INDL INC COM (85254J102)
|
7,017 |
$212k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
575 |
$212k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
1,735 |
$211k |
|
|
PUBLIC SVC ENTERPR (744573106)
|
3,511 |
$207k |
|
|
ISHARES TR (464288356)
|
3,400 |
$206k |
|
|
NEXTERA ENERGY INC (65339F101)
|
998 |
$204k |
|
|
APHRIA INC (03765K104)
|
22,000 |
$154k |
|
|
FORD MOTOR CO (345370860)
|
11,500 |
$118k |
|
|
Agenus Inc (00847G705)
|
32,928 |
$99k |
|
|
Hologic Inc (HOLX) (436440101)
|
33,204 |
$66k |
|
|
SPRING BK PHARMACEUTICALS IN (849431101)
|
15,316 |
$57k |
|
|
PALATIN TECHNOLOGIES INC (696077403)
|
25,000 |
$29k |
|
|
ZILLOW GROUP INC (98954MAC5)
|
30,000 |
$29k |
|
|
MIRAGEN THERAPEUTICS INC (60463E103)
|
12,000 |
$25k |
|
|
IsoRay, Inc. (46489v104)
|
54,824 |
$22k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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