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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
40
7
3
1
1
0
39
6
2
CRESTWOOD ADVISORS LLC (Michael WeisbergHM-KEY)

Time Period2018-06-30

Total Holdings177

Total Value ($x1000)1,374,190
Activities
New15

Increased75

Unchanged27

Decreased60

Sold Out17

Top 10 Stock Holdingstotal 34.38%
IEFA6.92

MUB3.97

AAPL3.8

STT3.8

MSFT3.67

 
IVV2.69

GOOGL2.5

IJR2.41

CSCO2.39

BRK.B2.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
6.92%
CORE MSCI EAFE
MUB
3.97%
NAT AMT FREE BD
AAPL
3.8%
COM
STT
3.8%
COM
MSFT
3.67%
COM
IVV
2.69%
CORE S&P500 ETF
GOOGL
2.5%
CAP STK CL A
IJR
2.41%
CORE S&P SCP ETF
CSCO
2.39%
COM
BRK.B
2.23%
CL B NEW
V
2.15%
COM CL A
JNJ
2.08%
COM
SYK
2.06%
COM
BAC
1.99%
COM
CSJ
1.87%
1-3 YR CR BD ETF
IBB
1.87%
NASDQ BIOTEC ETF
LMT
1.78%
COM
WFC
1.76%
COM
MDT
1.68%
SHS
RMD
1.64%
COM
MKC
1.61%
COM NON VTG
SPY
1.56%
TR UNIT
TJX
1.54%
COM
EFA
1.5%
MSCI EAFE ETF
BKNG
1.44%
COM
PEP
1.44%
COM
EOG
1.42%
COM
CTSH
1.41%
CL A
BX
1.41%
COM UNIT LTD
FNF
1.38%
COM
FTV
1.37%
COM
CCI
1.35%
COM
BKI
1.31%
COM
TRV
1.26%
COM
UNP
1.26%
COM
XOM
1.25%
COM
MMM
1.25%
COM
SHW
1.22%
COM
ARMK
1.2%
COM
CVS
1.17%
COM
SHM
1.15%
NUVN BR SHT MUNI
CL
1.1%
COM
ST
1.09%
SHS
SLB
1.01%
COM
AMJ
0.94%
ALERIAN ML ETN
SNY
0.88%
SPONSORED ADR
XLY
0.82%
SBI CONS DISCR
BRK.A
0.81%
CL A
GOOG
0.78%
CAP STK CL C
VNQ
0.78%
REIT ETF
MLPI
0.76%
ALERIAN INFRST
AMZN
0.66%
COM
USMV
0.64%
USA MIN VOL ETF
ITOT
0.57%
CORE S&P TTL STK
IWF
0.52%
RUS 1000 GRW ETF
SPHQ
0.49%
S&P500 QUALITY
AGG
0.44%
CORE TOTUSBD ETF
ACN
0.38%
SHS CLASS A
PG
0.34%
COM
IEMG
0.29%
CORE MSCI EMKT
JKD
0.24%
MRNGSTR LG-CP ET
RARE
0.18%
COM
EDIT
0.18%
COM
TFI
0.18%
NUVN BRCLY MUNI
SCHF
0.16%
INTL EQTY ETF
VIG
0.15%
DIV APP ETF
FB
0.13%
CL A
IBM
0.13%
COM
MA
0.13%
CL A
T
0.1%
COM
KMB
0.1%
COM
CVX
0.09%
COM
ITR
0.08%
INTR TRM CORP BD
JPM
0.08%
COM
ADBE
0.08%
COM
AEP
0.07%
COM
MCD
0.07%
COM
BA
0.07%
COM
IWO
0.07%
RUS 2000 GRW ETF
KO
0.06%
COM
DIS
0.06%
COM DISNEY
UTX
0.06%
COM
PFE
0.06%
COM
PJT
0.05%
COM CL A
VB
0.05%
SMALL CP ETF
XBI
0.05%
S&P BIOTECH
VOO
0.05%
SHS
DHR
0.05%
COM
MRK
0.05%
COM
VTI
0.05%
TOTAL STK MKT
CAT
0.05%
COM
MMC
0.05%
COM
AMGN
0.04%
COM
VEA
0.04%
FTSE DEV MKT ETF
ADP
0.04%
COM
PBCT
0.04%
COM
MO
0.04%
COM
AMT
0.04%
COM
SHY
0.04%
1-3 YR TR BD ETF
VUG
0.04%
GROWTH ETF
NSC
0.04%
COM
GE
0.04%
COM
BIP
0.04%
LP INT UNIT
GD
0.04%
COM
LOW
0.04%
COM
HD
0.04%
COM
RTN
0.04%
COM NEW
LQD
0.04%
IBOXX INV CP ETF
VWO
0.03%
FTSE EMR MKT ETF
NGVC
0.03%
COM
SCHB
0.03%
US BRD MKT ETF
C
0.03%
COM NEW
CMPR
0.03%
SHS EURO
NVDA
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
PM
0.03%
COM
COST
0.03%
COM
RDS/A
0.03%
SPONS ADR A
ES
0.03%
COM
CMCSA
0.03%
CL A
EEM
0.03%
MSCI EMG MKT ETF
BMO
0.03%
COM
USB
0.02%
COM NEW
CRM
0.02%
COM
SBUX
0.02%
COM
LLY
0.02%
COM
IWS
0.02%
RUS MDCP VAL ETF
VZ
0.02%
COM
TMO
0.02%
COM
PYPL
0.02%
COM
HRC
0.02%
COM
AXP
0.02%
COM
DUK
0.02%
COM NEW
BSX
0.02%
COM
PX
0.02%
COM
APO
0.02%
CL A SHS
BLL
0.02%
COM
SPLV
0.02%
S&P500 LOW VOL
SCPB
0.02%
BARC SHT TR CP
QQQ
0.02%
UNIT SER 1
SDY
0.02%
S&P DIVID ETF
NOC
0.02%
COM
DLR
0.02%
COM
TRP
0.02%
COM
ORCL
0.02%
COM
XLF
0.02%
SBI INT-FINL
VTV
0.02%
VALUE ETF
SCHW
0.02%
COM
IWM
0.02%
RUSSELL 2000 ETF
EMR
0.02%
COM
DSI
0.02%
MSCI KLD400 SOC
EZM
0.02%
MDCP EARN FUND
VFC
0.02%
COM
GIS
0.02%
COM
SCHZ
0.02%
US AGGREGATE B
SNNA
0.02%
COM
UMH
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
BOH
0.02%
COM
DIA
0.01%
UT SER 1
ANSS
0.01%
COM
KLD
0.01%
USA ESG SLCT ETF
VXF
0.01%
EXTEND MKT ETF
VBR
0.01%
SM CP VAL ETF
IOVA
0.01%
COM
BDJ
0.01%
COM
DVN
0.01%
CALL
F
0.01%
COM PAR $0.01
RCG
0.01%
COM
GUT
0.01%
COM
NVAX
< 0.01%
COM
AGEN
< 0.01%
COM NEW
DVN
< 0.01%
COM
DAKT
< 0.01%
COM
HOLX
< 0.01%
COM
ISR
< 0.01%
COM
PTN
< 0.01%
COM PAR $ .01
SPHQ
0.49%
S&P 500 HGH QLTY
AFB
0.04%
COM
INTC
0.03%
COM
EOG
0.03%
CALL
ED
0.03%
COM
MZF
0.03%
COM
BDX
0.02%
COM
QQQ
0.02%
UNIT SER 1
WMT
0.02%
COM
SPLV
0.02%
S&P500 LOW VOL
NGG
0.02%
SPONSORED ADR NE
BMY
0.02%
COM
ETE
0.02%
COM UT LTD PTN
GAB
0.01%
COM
BRKL
0.01%
COM
NFJ
0.01%
COM
TRINITY ...
< 0.01%
CONVERTIBLE