Cobblestone Capital Advisors LLC Incresed Positions in Q2 2025

Cobblestone Capital Advisors LLC

  • $1.87 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
600
+ 21.54%
$218.41 - $252.43 $131K - $151K
3.39K $836K
DEO
Diageo PLC

Consumer Defensive
6.15K
+ 5.07%
$99.86 - $115.75 $614K - $711K
127K $12.8M
INTU
Intuit Inc

Technology
4
+ 0.52%
$544.07 - $787.63 $2.18K - $3.15K
775 $610K
MO
Altria Group, Inc.

Consumer Defensive
2.38K
+ 45.25%
$55.56 - $60.91 $132K - $145K
7.65K $448K
CCK
Crown Holdings Inc

Consumer Cyclical
22
+ 0.24%
$78.47 - $104.45 $1.73K - $2.3K
9.33K $961K
AVDE
American Centy ETF Tr Avantis

ETFs
117
+ 0.85%
$59.32 - $74.36 $6.94K - $8.7K
13.9K $1.03M
VO
Vanguard Mid Cap ETF

ETFs
287
+ 21.42%
$228.54 - $279.83 $65.6K - $80.3K
1.63K $455K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
589
+ 3.78%
$51.16 - $62.02 $30.1K - $36.5K
16.2K $1M
ACN
Accenture PLC

Technology
400
+ 18.84%
$279.23 - $323.21 $112K - $129K
2.52K $754K
VB
Vanguard Small Cap ETF

ETFs
154
+ 4.56%
$193.73 - $237.37 $29.8K - $36.6K
3.53K $837K
IJK
Ishares S&P Midcap 400 Growth

ETFs
395
+ 6.01%
$73.7 - $90.98 $29.1K - $35.9K
6.96K $633K
NOW
Service Now, Inc.

Technology
2
+ 0.57%
$721.65 - $1040.18 $1.44K - $2.08K
354 $363K
DUK
Duke Energy Corp

Utilities
864
+ 16.55%
$112.46 - $124.05 $97.2K - $107K
6.08K $717K
AMGN
Amgen Inc

Healthcare
416
+ 32.5%
$262.28 - $309.85 $109K - $129K
1.7K $473K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.95K
+ 17.93%
$17.76 - $22.1 $34.6K - $43K
12.8K $282K
MMM
3 M CO

Industrials
333
+ 13.61%
$126.09 - $154.15 $42K - $51.3K
2.78K $423K
EEM
Ishares Msci Emerging Markets

ETFs
2
+ 0.01%
$38.52 - $48.28 $77 - $96.6
13.9K $670K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.21K
+ 2.51%
$50.28 - $50.47 $61K - $61.3K
49.6K $2.49M
HCA
Hca Healthcare, Inc.

Healthcare
7
+ 0.49%
$317.61 - $387.52 $2.22K - $2.71K
1.43K $548K
CFG
Citizens Financial Group Inc

Financial Services
371
+ 3.7%
$34.27 - $44.75 $12.7K - $16.6K
10.4K $464K
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 1.83%
$221.86 - $362.89 $3.33K - $5.44K
834 $264K
D
Dominion Energy, Inc

Utilities
778
+ 11.11%
$49.66 - $58.0 $38.6K - $45.1K
7.78K $439K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
979
+ 2.93%
$45.2 - $46.6 $44.3K - $45.6K
34.4K $1.59M
PFE
Pfizer Inc

Healthcare
3.55K
+ 8.86%
$21.59 - $24.84 $76.7K - $88.2K
43.7K $1.06M
ET
Energy Transfer LP

Energy
5.51K
+ 4.24%
$15.65 - $18.93 $86.3K - $104K
135K $2.45M
EMN
Eastman Chemical CO

Basic Materials
883
+ 37.91%
$72.7 - $88.29 $64.2K - $78K
3.21K $239K
DOV
Dover Corp

Industrials
67
+ 2.53%
$151.14 - $186.7 $10.1K - $12.5K
2.71K $496K
JKHY
Henry Jack & Associates Inc

Technology
1.79K
+ 1.46%
$163.54 - $186.02 $293K - $333K
124K $22.4M
SO
Southern CO

Utilities
270
+ 2.45%
$84.91 - $92.56 $22.9K - $25K
11.3K $1.04M
AEP
American Electric Power CO Inc

Utilities
441
+ 10.8%
$98.59 - $109.11 $43.5K - $48.1K
4.53K $469K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
740
+ 4.32%
$22.43 - $23.23 $16.6K - $17.2K
17.9K $415K
ENB
Enbridge Inc

Energy
160
+ 1.45%
$41.09 - $47.16 $6.57K - $7.55K
11.2K $506K
XLP
Consumer Staples Sector Spdr

ETFs
199
+ 6.78%
N/A
3.13K $238K
SCHO
Schwab Short Term Us Treasury

ETFs
422
+ 0.43%
$24.19 - $24.45 $10.2K - $10.3K
99.5K $2.43M
MDLZ
Mondelez International, Inc.

Consumer Defensive
231
+ 5.88%
$63.54 - $68.5 $14.7K - $15.8K
4.16K $280K
TKR
Timken CO

Industrials
80
+ 2.55%
$57.34 - $74.03 $4.59K - $5.92K
3.22K $233K
OTIS
Otis Worldwide Corp

Industrials
189
+ 7.61%
$90.88 - $104.3 $17.2K - $19.7K
2.67K $264K
HTBI
Home Trust Bancshares, Inc.

Financial Services
200
+ 2.84%
N/A
7.24K $246K
AIG
American International Group, Inc.

Financial Services
154
+ 3.46%
$77.56 - $87.72 $11.9K - $13.5K
4.61K $394K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
208
+ 2.19%
$22.68 - $23.28 $4.72K - $4.84K
9.72K $225K
ORI
Old Republic International Corp

Financial Services
273
+ 3.24%
$35.25 - $39.79 $9.62K - $10.9K
8.69K $334K
WEC
Wec Energy Group, Inc.

Utilities
156
+ 5.49%
$102.24 - $109.76 $15.9K - $17.1K
3K $312K
TXN
Texas Instruments Inc

Technology
11
+ 0.75%
N/A
1.48K $287K
Te Connectivity PLC
33
+ 1.92%
N/A
1.76K $0
Kenvue Inc
380
+ 0.81%
N/A
47K $0
Doubleline ETF Trust
7.97K
+ 0.85%
N/A
950K $0
MDT
Medtronic PLC

Healthcare
31
+ 1.0%
$80.68 - $88.86 $2.5K - $2.75K
3.12K $271K
SNA
Snap On Inc

Industrials
4
+ 0.63%
$292.36 - $342.2 $1.17K - $1.37K
644 $200K
TMUS
T Mobile Us, Inc.

Communication Services
36
+ 3.16%
$220.99 - $268.54 $7.96K - $9.67K
1.18K $279K
Activity Summary
Buys All Purchases 132 New Holdings 15 Increased Positions 117 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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