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.