0001221073-14-000026.txt : 20140414 0001221073-14-000026.hdr.sgml : 20140414 20140414080245 ACCESSION NUMBER: 0001221073-14-000026 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140414 DATE AS OF CHANGE: 20140414 EFFECTIVENESS DATE: 20140414 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Crestwood Advisors LLC CENTRAL INDEX KEY: 0001426853 IRS NUMBER: 020670973 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13016 FILM NUMBER: 14761448 BUSINESS ADDRESS: STREET 1: 50 FEDERAL STREET STREET 2: SUITE 810 CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-523-8880 MAIL ADDRESS: STREET 1: 50 FEDERAL STREET STREET 2: SUITE 810 CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001426853 XXXXXXXX 03-31-2014 03-31-2014 Crestwood Advisors LLC
50 FEDERAL STREET SUITE 810 BOSTON MA 02110
13F HOLDINGS REPORT 028-13016 N
John Morris Chief Compliance Officer 617-523-8880 /s/ John Morris Boston MA 04-10-2014 0 117 612256 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579y101816460178SHSOLE 6017800ABBOTT LABSCOM00282410044511549SHSOLE 1154900ALTRIA GROUP INCCOM02209s10344811974SHSOLE 1197400AMAZON COM INCCOM0231351066591959SHSOLE 195900AMERICAN EXPRESS COCOM0258161095065622SHSOLE 562200AMERICAN WTR WKS CO INC NEWCOM0304201032164756SHSOLE 475600AMGEN INCCOM0311621003172572SHSOLE 257200APACHE CORPCOM0374111054775754SHSOLE 575400APPLE INCCOM0378331001487427712SHSOLE 2771200AT&T INCCOM00206r10246113149SHSOLE 1314900AUTOMATIC DATA PROCESSING INCOM0530151033834951SHSOLE 495100BARD C R INCCOM0673831091023669172SHSOLE 6917200BERKSHIRE HATHAWAY INC DELCL A084670108693237SHSOLE 3700BERKSHIRE HATHAWAY INC DELCL B NEW08467070215712125724SHSOLE 12572400BOEING COCOM0970231052942341SHSOLE 234100BP PLCSPONSORED ADR0556221042966155SHSOLE 615500CATERPILLAR INC DELCOM1491231015555586SHSOLE 558600CHEVRON CORP NEWCOM16676410011689825SHSOLE 982500CISCO SYS INCCOM17275r10212605562358SHSOLE 56235800CLEAN ENERGY FUELS CORPCOM18449910110011200SHSOLE 1120000COCA COLA COCOM191216100173944982SHSOLE 4498200COLGATE PALMOLIVE COCOM1941621038189126235SHSOLE 12623500COMCAST CORP NEWCL A20030n1012715414SHSOLE 541400CONOCOPHILLIPSCOM20825c1042393396SHSOLE 339600DANAHER CORP DELCOM2358511024305740SHSOLE 574000DEERE & COCOM2441991052592850SHSOLE 285000DEVON ENERGY CORP NEWCOM25179m10311496171760SHSOLE 17176000DIRECTVCOM25490a30912068157918SHSOLE 15791800DISNEY WALT COCOM DISNEY2546871066247797SHSOLE 779700E M C CORP MASSCOM2686481029172334629SHSOLE 33462900EBAY INCCOM2786421032554616SHSOLE 461600EGA EMERGING GLOBAL SHS TREGS EMKTCONS ETF26846177923125871672SHSOLE 87167200EMERSON ELEC COCOM29101110490813588SHSOLE 1358800EXXON MOBIL CORPCOM30231g10216860172607SHSOLE 17260700FIDELITY NATIONAL FINANCIALCL A31620r1059265294683SHSOLE 29468300FORD MTR CO DELCOM PAR $0.0134537086036723546SHSOLE 2354600GENERAL DYNAMICS CORPCOM3695501084293940SHSOLE 394000GENERAL ELECTRIC COCOM369604103168264971SHSOLE 6497100GENERAL MLS INCCOM3703341043366485SHSOLE 648500GOLDMAN SACHS GROUP INCCOM38141g104780047606SHSOLE 4760600HCC INS HLDGS INCCOM4041321029046198846SHSOLE 19884600INTERNATIONAL BUSINESS MACHSCOM45920010117078867SHSOLE 886700ISHARESS&P 100 ETF4642871014185047SHSOLE 504700ISHARESMRNGSTR LG-CP GR4642871194614625SHSOLE 462500ISHARESMRNGSTR LG-CP ET46428712721807197179SHSOLE 19717900ISHARESS&P 500 GRWT ETF4642873093373373SHSOLE 337300ISHARESMSCI EAFE ETF46428746580611995SHSOLE 1199500ISHARESRUS 1000 GRW ETF4642876144605310SHSOLE 531000ISHARESRUS 2000 GRW ETF464287648513637747SHSOLE 3774700ISHARESRUSSELL 2000 ETF464287655129811155SHSOLE 1115500ISHARESMSCI KLD400 SOC4642885704145890SHSOLE 589000ISHARES1-3 YR CR BD ETF46428864616155153158SHSOLE 15315800ISHARESUSA ESG SLCT ETF4642888024095231SHSOLE 523100ISORAY INCCOM46489v1048739481SHSOLE 3948100JOHNSON & JOHNSONCOM47816010416692169925SHSOLE 16992500JPMORGAN CHASE & COCOM46625h1002684409SHSOLE 440900KIMBERLY CLARK CORPCOM494368103116710586SHSOLE 1058600LOCKHEED MARTIN CORPCOM5398301091101267458SHSOLE 6745800LOWES COS INCCOM5486611072545200SHSOLE 520000MASTERCARD INCCL A57636q1043074110SHSOLE 411000MCCORMICK & CO INCCOM NON VTG5797802068878123748SHSOLE 12374800MCDONALDS CORPCOM580135101253825887SHSOLE 2588700MEDTRONIC INCCOM5850551063585823SHSOLE 582300MERCK & CO INC NEWCOM58933y10574913198SHSOLE 1319800MICROSOFT CORPCOM59491810412931315479SHSOLE 31547900MONDELEZ INTL INCCL A6092071052477140SHSOLE 714000MYRIAD GENETICS INCCOM62855j1049803286725SHSOLE 28672500NORFOLK SOUTHERN CORPCOM6558441082252320SHSOLE 232000NOVARTIS A GSPONSORED ADR66987v1098629101494SHSOLE 10149400OCCIDENTAL PETE CORP DELCOM6745991056717040SHSOLE 704000ONEOK PARTNERS LPUNIT LTD PARTN68268n1036889128650SHSOLE 12865000OPKO HEALTH INCCOM68375n10318620000SHSOLE 2000000ORACLE CORPCOM68389x1053588740SHSOLE 874000PEOPLES UNITED FINANCIAL INCCOM71270410597265400SHSOLE 6540000PEPSICO INCCOM71344810811640139405SHSOLE 13940500PETSMART INCCOM7167681068141118144SHSOLE 11814400PFIZER INCCOM71708110353616694SHSOLE 1669400PHILIP MORRIS INTL INCCOM7181721095476676SHSOLE 667600POTASH CORP SASK INCCOM73755l10716448454125SHSOLE 45412500POTLATCH CORP NEWCOM7376301037884203776SHSOLE 20377600PRAXAIR INCCOM74005p1046354847SHSOLE 484700PRICELINE COM INCCOM NEW741503403825692SHSOLE 69200PROCTER & GAMBLE COCOM742718109509663221SHSOLE 6322100QEP RES INCCOM74733v10035312000SHSOLE 1200000QUALCOMM INCCOM74752510396012179SHSOLE 1217900QUESTAR CORPCOM74835610245819250SHSOLE 1925000RESMED INCCOM7611521077839175415SHSOLE 17541500ROYAL DUTCH SHELL PLCSPONS ADR A7802592065337300SHSOLE 730000SALESFORCE COM INCCOM79466l3023085402SHSOLE 540200SANOFISPONSORED ADR80105n10511471219408SHSOLE 21940800SCHLUMBERGER LTDCOM8068571082612677SHSOLE 267700SIGMA ALDRICH CORPCOM8265521017407924SHSOLE 792400SPDR S&P 500 ETF TRTR UNIT78462f10319835106066SHSOLE 10606600SPDR SERIES TRUSTINTR TRM CORP BD78464a3755735168685SHSOLE 16868500SPDR SERIES TRUSTNUVN BR SHT MUNI78464a42511354468016SHSOLE 46801600SPDR SERIES TRUSTS&P DIVID ETF78464a7634225735SHSOLE 573500STARBUCKS CORPCOM8552441093775137SHSOLE 513700STATE STR CORPCOM85747710338158548646SHSOLE 54864600STERICYCLE INCCOM8589121082932582SHSOLE 258200STRYKER CORPCOM86366710112650155274SHSOLE 15527400TARGET CORPCOM87612e10610951180971SHSOLE 18097100TJX COS INC NEWCOM8725401098450139323SHSOLE 13932300TORONTO DOMINION BK ONTCOM NEW8911605092916200SHSOLE 620000TRAVELERS COMPANIES INCCOM89417e10914215167035SHSOLE 16703500UNILEVER N VN Y SHS NEW9047847092856942SHSOLE 694200UNITED PARCEL SERVICE INCCL B9113121063053132SHSOLE 313200UNITED TECHNOLOGIES CORPCOM9130171099898467SHSOLE 846700US BANCORP DELCOM NEW9029733043387896SHSOLE 789600VANGUARD SPECIALIZED PORTFOLDIV APP ETF92190884422462298579SHSOLE 29857900VERIZON COMMUNICATIONS INCCOM92343v10451910907SHSOLE 1090700VISA INCCOM CL A92826c8392291062SHSOLE 106200WAL-MART STORES INCCOM9311421038707113923SHSOLE 11392300WELLS FARGO & CO NEWCOM94974610110897219088SHSOLE 21908800WHIRLPOOL CORPCOM963320106950863615SHSOLE 6361500WHOLE FOODS MKT INCCOM9668371062575066SHSOLE 506600WILEY JOHN & SONS INCCL A96822320617121297026SHSOLE 29702600WISDOMTREE TREMG MKTS SMCAP97717w28121196454762SHSOLE 45476200