Cobblestone Capital Advisors LLC Sells in Q2 2025

Cobblestone Capital Advisors LLC

  • $1.87 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
-146K
- 53.77%
$60.98 - $80.12 $8.93M - $11.7M
126K $10.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-43.2K
- 31.46%
$180.84 - $240.32 $7.81M - $10.4M
94.1K $22.6M
COST
Costco Wholesale Corp

Consumer Defensive
-5.61K
- 25.54%
$908.13 - $1056.85 $5.1M - $5.93M
16.4K $16.2M
AMT
American Tower Corp

Real Estate
-14.4K
- 19.18%
$203.96 - $228.19 $2.94M - $3.29M
60.8K $13.4M
V
Visa Inc.

Financial Services
-9.5K
- 8.29%
$308.27 - $373.31 $2.93M - $3.55M
105K $37.4M
GL
Globe Life Inc.

Financial Services
-18.2K
- 81.34%
$113.29 - $133.09 $2.06M - $2.42M
4.17K $517K
BNL
Broadstone Net Lease, Inc.

Real Estate
-32.9K
- 4.45%
$14.72 - $17.13 $484K - $563K
706K $11.3M
PAYX
Paychex Inc

Industrials
-3.72K
- 6.84%
$137.01 - $159.78 $509K - $594K
50.6K $7.37M
UNH
Unitedhealth Group Inc

Healthcare
-230
- 6.74%
$274.35 - $599.47 $63.1K - $138K
3.18K $992K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-5.47K
- 45.19%
$105.23 - $109.61 $576K - $599K
6.63K $726K
DIS
Walt Disney CO

Communication Services
-6.46K
- 36.63%
$81.72 - $124.01 $528K - $801K
11.2K $1.39M
BMY
Bristol Myers Squibb CO

Healthcare
-851
- 4.07%
$44.12 - $59.6 $37.5K - $50.7K
20.1K $928K
YUM
Yum Brands Inc

Consumer Cyclical
-1.43K
- 12.9%
$138.36 - $161.45 $198K - $231K
9.67K $1.43M
ABBV
Abb Vie Inc.

Healthcare
-83
- 0.78%
$170.16 - $206.27 $14.1K - $17.1K
10.6K $1.97M
ADBE
Adobe Inc.

Technology
-635
- 20.68%
$340.0 - $420.68 $216K - $267K
2.44K $942K
AZN
Astrazeneca PLC

Healthcare
-3K
- 48.59%
$64.87 - $75.0 $195K - $225K
3.17K $221K
WBS
Webster Financial Corp

Financial Services
-4.62K
- 29.82%
$41.76 - $54.91 $193K - $254K
10.9K $593K
KO
Coca Cola CO

Consumer Defensive
-2.43K
- 7.81%
$68.37 - $73.9 $166K - $180K
28.7K $2.03M
CCAP
Crescent Capital Bdc, Inc.

Financial Services
-1.04K
- 1.76%
$14.1 - $17.13 $14.7K - $17.8K
58K $818K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-6.27K
- 3.45%
$29.07 - $29.38 $182K - $184K
176K $5.15M
NFG
National Fuel Gas CO

Energy
-5.3K
- 10.3%
$73.0 - $86.01 $387K - $456K
46.1K $3.91M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.11K
- 19.97%
$73.02 - $90.22 $227K - $280K
12.5K $1.11M
LMT
Lockheed Martin Corp

Industrials
-455
- 12.26%
$430.82 - $486.45 $196K - $221K
3.26K $1.51M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.92K
- 6.18%
$51.68 - $52.76 $151K - $154K
44.3K $2.34M
LLY
Eli Lilly & CO

Healthcare
-65
- 3.86%
$713.71 - $898.95 $46.4K - $58.4K
1.62K $1.26M
ED
Consolidated Edison Inc

Utilities
-628
- 11.1%
$98.05 - $113.3 $61.6K - $71.2K
5.03K $504K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.19K
- 8.36%
$100.04 - $100.54 $119K - $119K
13K $1.31M
IEMG
Ishares Inc

ETFs
-2.16K
- 0.3%
N/A
718K $38.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-500
- 17.04%
$99.37 - $134.05 $49.7K - $67K
2.44K $276K
VT
Vanguard Total World Stk Index

ETFs
-1.84K
- 16.72%
$103.16 - $128.52 $190K - $236K
9.17K $1.18M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.19K
- 2.13%
$119.13 - $135.03 $261K - $296K
100K $12.4M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-245
- 3.36%
$167.22 - $212.42 $41K - $52K
7.05K $1.39M
CMCSA
Comcast Corp

Communication Services
-580
- 1.51%
$32.84 - $36.72 $19K - $21.3K
37.7K $1.35M
NEE
Nextera Energy Inc

Utilities
-280
- 1.02%
$64.11 - $75.0 $18K - $21K
27K $1.88M
COP
Conocophillips

Energy
-59
- 1.73%
$82.66 - $106.1 $4.88K - $6.26K
3.36K $301K
MRCC
Monroe Capital Corp

Financial Services
-2.39K
- 11.67%
$6.15 - $7.66 $14.7K - $18.3K
18K $114K
AON
Aon PLC

Financial Services
-3
- 0.33%
$335.85 - $398.81 $1.01K - $1.2K
912 $325K
VBR
Vanguard Small Cap Value ETF

ETFs
-261
- 16.63%
$162.76 - $195.77 $42.5K - $51.1K
1.31K $255K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-127
- 0.62%
$24.32 - $27.87 $3.09K - $3.54K
20.2K $536K
INTC
Intel Corp

Technology
-1.14K
- 8.75%
$18.13 - $22.69 $20.7K - $26K
11.9K $267K
AFL
Aflac Inc

Financial Services
-21
- 0.46%
$99.77 - $112.45 $2.1K - $2.36K
4.55K $479K
BBDC
Barings Bdc, Inc.

Financial Services
-1.97K
- 12.07%
$7.89 - $9.51 $15.5K - $18.7K
14.3K $130K
GD
General Dynamics Corp

Industrials
-150
- 14.88%
$247.68 - $291.66 $37.2K - $43.7K
858 $250K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-855
- 6.34%
$18.94 - $21.67 $16.2K - $18.5K
12.6K $267K
MRVL
Marvell Technology, Inc.

Technology
-998
- 27.68%
$49.38 - $79.97 $49.3K - $79.8K
2.61K $201K
IEFA
Ishares Tr

ETFs
-1.16K
- 11.94%
$67.83 - $84.09 $78.3K - $97.1K
8.52K $711K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-740
- 11.58%
$224.16 - $285.86 $166K - $212K
5.65K $1.62M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-265
- 5.96%
$103.88 - $123.68 $27.5K - $32.8K
4.18K $516K
IBM
International Business Machines Corp

Technology
-931
- 16.66%
$221.03 - $294.78 $206K - $274K
4.66K $1.37M
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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