0001426853-15-000002.txt : 20150219 0001426853-15-000002.hdr.sgml : 20150219 20150218140656 ACCESSION NUMBER: 0001426853-15-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150218 DATE AS OF CHANGE: 20150218 EFFECTIVENESS DATE: 20150218 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: 15627257 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 12-31-2014 12-31-2014 Crestwood Advisors LLC

50 FEDERAL STREET SUITE 810 BOSTON MA 02110

13F HOLDINGS REPORT 028-13016 N Brian Navin 6172260079 Brian Navin Boston MA 02-18-2015 0 146 664387 true INFORMATION TABLE 2 crstwd13f123114.xml 3M Company COM 88579y101 10313 62762 SH SOLE 62762 0 0 AbbVie Inc. COM 00287y109 201 3074 SH SOLE 3074 0 0 Advance Auto Parts Inc COM 00751y106 11196 70291 SH SOLE 70291 0 0 Agenus Inc. COM 00847g705 190 47928 SH SOLE 47928 0 0 Altria Group Inc COM 02209s103 685 13912 SH SOLE 13912 0 0 Amazon.com, Inc COM 023135106 773 2490 SH SOLE 2490 0 0 American Express Company COM 025816109 467 5018 SH SOLE 5018 0 0 American Water Works Company, COM 030420103 240 4506 SH SOLE 4506 0 0 Amgen Inc. COM 031162100 436 2737 SH SOLE 2737 0 0 Apache Corp. COM 037411105 351 5604 SH SOLE 5604 0 0 Apple Inc Com COM 037833100 21901 198411 SH SOLE 198411 0 0 AT&T Inc COM 00206r102 399 11889 SH SOLE 11889 0 0 Automatic Data Processing, Inc COM 053015103 405 4854 SH SOLE 4854 0 0 AVEO Pharmaceuticals Inc COM 053588109 13 15060 SH SOLE 15060 0 0 Ball Corp COM 058498106 239 3500 SH SOLE 3500 0 0 Bank Amer Corp COM 060505104 229 12799 SH SOLE 12799 0 0 Bard C R Inc Com COM 067383109 14290 85765 SH SOLE 85765 0 0 Berkshire Hathaway Inc Del Cl CL B 084670702 20311 135272 SH SOLE 135272 0 0 Berkshire Hathaway Inc. Cl A CL A 084670108 8136 36 SH SOLE 36 0 0 BG Medicine, Inc COM 08861t107 11 24803 SH SOLE 24803 0 0 Biogen Idec Inc COM 09062x103 264 777 SH SOLE 777 0 0 Boeing Co. COM 097023105 440 3388 SH SOLE 3388 0 0 BP plc COM 055622104 215 5634 SH SOLE 5634 0 0 Bristol Myers Squibb Co COM 110122108 228 3866 SH SOLE 3866 0 0 Caterpillar, Inc. COM 149123101 389 4252 SH SOLE 4252 0 0 Celgene Corporation COM 151020104 256 2290 SH SOLE 2290 0 0 Chevron Corporation COM 166764100 1193 10634 SH SOLE 10634 0 0 Chubb Corp COM 171232101 261 2520 SH SOLE 2520 0 0 Cisco Systems Inc Co COM 17275r102 13882 499078 SH SOLE 499078 0 0 Citigroup Inc Com New COM 172967424 230 4250 SH SOLE 4250 0 0 Clean Energy Fuels Corp COM 184499101 56 11200 SH SOLE 11200 0 0 Coca Cola Company COM 191216100 1619 38340 SH SOLE 38340 0 0 Colgate Palmolive Co Com COM 194162103 9396 135795 SH SOLE 135795 0 0 Comcast Corporation CL A 20030n101 342 5893 SH SOLE 5893 0 0 ConocoPhillips COM 20825c104 213 3087 SH SOLE 3087 0 0 Consolidated Edison Hldg Co COM 209115104 272 4127 SH SOLE 4127 0 0 Costco Wholesale Corporation COM 22160k105 273 1928 SH SOLE 1928 0 0 Danaher Corp COM 235851102 537 6263 SH SOLE 6263 0 0 Deere & Co. COM 244199105 252 2850 SH SOLE 2850 0 0 Devon Energy Corporation Com COM 25179m103 9897 161683 SH SOLE 161683 0 0 Directv Com COM 25490a309 347 4000 SH SOLE 4000 0 0 Duke Energy Corp COM 26441c204 209 2506 SH SOLE 2506 0 0 E M C Corp Mass Com COM 268648102 13905 467543 SH SOLE 467543 0 0 eBay Inc. COM 278642103 254 4521 SH SOLE 4521 0 0 EGA EMERGING GLOBAL SHS TR EGS EMKTCONS ETF 268461779 12637 498717 SH SOLE 498717 0 0 Emerson Electric Company COM 291011104 882 14283 SH SOLE 14283 0 0 Enterprise Products Partners L COM 293792107 226 6264 SH SOLE 6264 0 0 Exxon Mobil Corporation Com COM 30231g102 16209 175323 SH SOLE 175323 0 0 Facebook, Inc. COM 30303m102 236 3029 SH SOLE 3029 0 0 Fidelity MSCI Energy ETF COM 316092402 687 30101 SH SOLE 30101 0 0 Ford Motor Co COM PAR $0.01 345370860 396 25546 SH SOLE 25546 0 0 General Dynamics Corp COM 369550108 509 3695 SH SOLE 3695 0 0 General Electric Co COM 369604103 1926 76215 SH SOLE 76215 0 0 General Mills, Inc. COM 370334104 313 5860 SH SOLE 5860 0 0 Gilead Sciences Inc COM 375558103 274 2911 SH SOLE 2911 0 0 Goldman Sachs Group Inc Com COM 38141g104 9829 50711 SH SOLE 50711 0 0 Google Class C CL C 38259p706 5722 10871 SH SOLE 10871 0 0 Google Inc Cl A CL A 38259p508 7089 13359 SH SOLE 13359 0 0 HCC Insurance Holdings Inc Com COM 404132102 10568 197454 SH SOLE 197454 0 0 Home Depot Inc COM 437076102 315 3002 SH SOLE 3002 0 0 Honeywell International Inc COM 438516106 251 2510 SH SOLE 2510 0 0 International Business Machine COM 459200101 1682 10481 SH SOLE 10481 0 0 ISHARES 1-3 YR CR BD ETF 464288646 18152 172583 SH SOLE 172583 0 0 ISHARES MSCI KLD400 SOC 464288570 451 5890 SH SOLE 5890 0 0 ISHARES USA ESG SLCT ETF 464288802 455 5281 SH SOLE 5281 0 0 ISHARES TR MRNGSTR LG-CP ET 464287127 25594 207185 SH SOLE 207185 0 0 ISHARES TR MRNGSTR LG-CP GR 464287119 633 5593 SH SOLE 5593 0 0 ISHARES TR MSCI EAFE ETF 464287465 877 14415 SH SOLE 14415 0 0 ISHARES TR RUS 1000 ETF 464287622 251 2189 SH SOLE 2189 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 268 2806 SH SOLE 2806 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 5938 41706 SH SOLE 41706 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1239 10355 SH SOLE 10355 0 0 ISHARES TR S&P 100 ETF 464287101 425 4676 SH SOLE 4676 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 376 3373 SH SOLE 3373 0 0 IsoRay, Inc. COM 46489v104 58 39481 SH SOLE 39481 0 0 Johnson & Johnson Com COM 478160104 18059 172696 SH SOLE 172696 0 0 JP Morgan Chase & Co. COM 46625h100 299 4780 SH SOLE 4780 0 0 Kimberly-Clark Corp COM 494368103 1064 9210 SH SOLE 9210 0 0 Kinder Morgan, Inc. COM 49456b101 486 11495 SH SOLE 11495 0 0 Landec Corp COM 514766104 216 15668 SH SOLE 15668 0 0 Lockheed Martin Corp COM 539830109 11807 61313 SH SOLE 61313 0 0 Lowe's Companies Inc COM 548661107 375 5450 SH SOLE 5450 0 0 Mastercard Inc CL A 57636q104 283 3285 SH SOLE 3285 0 0 McCormick & Co Inc Com Non Vtg COM NON VTG 579780206 10433 140414 SH SOLE 140414 0 0 McDonald's Corp. COM 580135101 1050 11204 SH SOLE 11204 0 0 Medtronic, Inc. COM 585055106 9542 132168 SH SOLE 132168 0 0 Merck & Co Inc New COM 58933y105 725 12769 SH SOLE 12769 0 0 Microsoft Corp COM 594918104 15230 327887 SH SOLE 327887 0 0 Mondelez International, Inc. CL A 609207105 346 9515 SH SOLE 9515 0 0 Myriad Genetics Inc Com COM 62855j104 8485 249113 SH SOLE 249113 0 0 Norfolk Southern Corp COM 655844108 254 2320 SH SOLE 2320 0 0 Northeast Utilities COM 664397106 214 4000 SH SOLE 4000 0 0 Novartis AG ADR SPONSORED ADR 66987v109 9730 105003 SH SOLE 105003 0 0 Occidental Petroleum Corp COM 674599105 644 7990 SH SOLE 7990 0 0 ONEOK Partners, L.P. 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COM 742718109 5442 59741 SH SOLE 59741 0 0 QUALCOMM Incorporated COM 747525103 1062 14285 SH SOLE 14285 0 0 Questar Cp COM 748356102 487 19250 SH SOLE 19250 0 0 ResMed Inc. COM 761152107 10388 185297 SH SOLE 185297 0 0 Royal Dutch Shell Plc SPONS ADR A 780259206 462 6900 SH SOLE 6900 0 0 Salesforce.com COM 79466l302 361 6084 SH SOLE 6084 0 0 Sanofi ADR SPONSORED ADR 80105n105 11228 246177 SH SOLE 246177 0 0 Schlumberger Limited COM 806857108 231 2710 SH SOLE 2710 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369y506 1193 15076 SH SOLE 15076 0 0 SPDR S&P 500 ETF TR TR UNIT 78462f103 11575 56314 SH SOLE 56314 0 0 SPDR SERIES TRUST INTR TRM CORP BD 78464a375 7326 214355 SH SOLE 214355 0 0 SPDR SERIES TRUST NUVN BR SHT MUNI 78464a425 13022 536114 SH SOLE 536114 0 0 SPDR SERIES TRUST S&P BIOTECH 78464a870 233 1250 SH SOLE 1250 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464a763 553 7017 SH SOLE 7017 0 0 Spectra Energy Corp. COM 847560109 246 6780 SH SOLE 6780 0 0 Starbucks Corporation COM 855244109 278 3392 SH SOLE 3392 0 0 State Street Corp COM 857477103 42620 542924 SH SOLE 542924 0 0 Stericycle, Inc COM 858912108 304 2322 SH SOLE 2322 0 0 Stryker Corp Com COM 863667101 15502 164342 SH SOLE 164342 0 0 Sunoco LP COM 86765k109 235 4725 SH SOLE 4725 0 0 Target Corp Com COM 87612e106 15723 207132 SH SOLE 207132 0 0 The Travelers Companies Inc Co COM 89417e109 14204 134193 SH SOLE 134193 0 0 The Walt Disney Company COM 254687106 794 8432 SH SOLE 8432 0 0 TJX Companies Inc Cm COM 872540109 15387 224360 SH SOLE 224360 0 0 Toronto-Dominion Bank COM 891160509 254 5325 SH SOLE 5325 0 0 Unilever NV N Y SHS NEW 904784709 228 5842 SH SOLE 5842 0 0 United Parcel Service, Inc CL B 911312106 313 2815 SH SOLE 2815 0 0 United Technologies Corp COM 913017109 996 8657 SH SOLE 8657 0 0 US Bancorp COM 902973304 355 7890 SH SOLE 7890 0 0 V F Corporation COM 918204108 452 6033 SH SOLE 6033 0 0 Vanguard FTSE Emerging Markets MUTFD 922042858 245 6125 SH SOLE 6125 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 24077 296665 SH SOLE 296665 0 0 Verizon Communications Inc. COM 92343V104 729 15588 SH SOLE 15588 0 0 Visa, Inc COM 92826c839 296 1128 SH SOLE 1128 0 0 Wal-Mart Stores Com COM 931142103 10375 120805 SH SOLE 120805 0 0 Wells Fargo Company COM 949746101 12548 228896 SH SOLE 228896 0 0 Whirlpool Corp Com COM 963320106 12777 65947 SH SOLE 65947 0 0 Wiley John & Sons Inc Cl A COM 968223206 18069 305012 SH SOLE 305012 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717w281 539 12485 SH SOLE 12485 0 0