Cobblestone Capital Advisors LLC Portfolio Holdings
Cobblestone Capital Advisors LLC
- $1.56 Billion
- Q1 2024
Cobblestone Capital Advisors LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.56 Billion distributed in 282 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $140M, Ishares Core S&P Total U.S. St with a value of $129M, Ishares U.S. Treasury Bond ETF with a value of $89.1M, Dimensional ETF Tr with a value of $61.1M, and Apple Inc. with a value of $56.9M.
Examining the 13F form we can see an increase of $68.4M in the current position value, from $1.5B to 1.56B.
Cobblestone Capital Advisors LLC is based out at Rochester, NY
Below you can find more details about Cobblestone Capital Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 282
- Current Value $1.56 Billion
- Prior Value $1.5 Billion
- Filing
- Period Q1 2024
- Filing Date May 03, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 11 stocks
- Additional Purchases 83 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks