Cobblestone Capital Advisors LLC Portfolio Holdings
Cobblestone Capital Advisors LLC
- $1.71 Billion
- Q3 2024
Cobblestone Capital Advisors LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.71 Billion distributed in 287 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $154M, Ishares Core S&P Total U.S. St with a value of $139M, Ishares U.S. Treasury Bond ETF with a value of $113M, Apple Inc. with a value of $81.1M, and Dimensional ETF Tr with a value of $66.7M.
Examining the 13F form we can see an increase of $106M in the current position value, from $1.6B to 1.71B.
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 $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 287
- Current Value $1.71 Billion
- Prior Value $1.6 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 21 stocks
- Additional Purchases 136 stocks
- Sold out of 0 stocks
- Reduced holdings in 85 stocks