Crestwood Advisors LLC
RIA/Wealth
Crestwood Advisors LLC is a RIA/Wealth based in Boston, MA led by Michael Arthur Eckton, reporting $7.0B in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).
CEOMichael Arthur Eckton
- Portfolio Value
- $5.9B
- Positions
- 567
- Top Holding
- AAPL at 6.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Crestwood Advisors LLC's portfolio (30.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $358.4M | 6.10% | -$11.9M Sold | 0.01% 1.4M shares | |
Software - Infrastructure Technology | $286.6M | 4.88% | -$3.6M Sold | 0.01% 553.4K shares | |
Specialty Retail Consumer Cyclical | $209.8M | 3.57% | -$4.8M Sold | 0.01% 955.6K shares | |
Internet Content & Information Communication Services | $192.2M | 3.27% | -$2.8M Sold | 0.01% 790.5K shares | |
ETF ETF | $155.1M | 2.64% | +$67.9M Bought | — 231.8K shares | |
Semiconductors Technology | $142.4M | 2.42% | +$35.3M Bought | 0.00% 763.0K shares | |
Internet Content & Information Communication Services | $140.0M | 2.38% | -$4.0M Sold | 0.01% 190.6K shares | |
Financial - Credit Services Financial Services | $114.3M | 1.95% | -$2.9M Sold | 0.02% 334.9K shares | |
Insurance - Diversified Financial Services | $113.3M | 1.93% | -$17.5M Sold | 0.01% 225.4K shares | |
ETF ETF | $101.9M | 1.73% | -$3.8M Sold | — 1.0M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Crestwood Advisors LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Crestwood Advisors LLC
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