Cobblestone Capital Advisors LLC Purchases in Q3 2025

Cobblestone Capital Advisors LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
23.4K
+ 1.94%
$135.0 - $146.02 $3.16M - $3.42M
1.23M $179M
IXUS
Ishares Tr

ETFs
17.4K
+ 0.79%
$76.35 - $82.58 $1.33M - $1.44M
2.23M $184M
DFAX
Dimensional ETF Tr
10.3K
+ 0.38%
$29.25 - $31.56 $303K - $326K
2.76M $86.7M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
16.6K
+ 1.4%
$44.14 - $47.9 $733K - $795K
1.21M $57.3M
VXF
Vanguard Extended Market ETF

ETFs
1.59K
+ 0.69%
$193.58 - $213.07 $308K - $339K
234K $48.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
57.9K
+ 54.1%
$58.97 - $60.36 $3.41M - $3.49M
165K $9.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26.5K
+ 45.89%
$97.75 - $100.75 $2.59M - $2.67M
84.4K $8.46M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
663
+ 0.44%
$89.32 - $107.82 $59.2K - $71.5K
150K $16.2M
IWM
Ishares Russell 2000 ETF

ETFs
6K
+ 22.49%
$214.92 - $244.84 $1.29M - $1.47M
32.7K $7.91M
TJX
Tjx Companies Inc

Consumer Cyclical
64
+ 0.06%
$121.35 - $144.54 $7.77K - $9.25K
101K $14.5M
BNL
Broadstone Net Lease, Inc.

Real Estate
38.5K
+ 5.45%
$15.75 - $18.78 $606K - $723K
745K $13.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
382
+ 0.41%
$459.11 - $506.91 $175K - $194K
93.7K $47.1M
TFC
Truist Financial Corp

Financial Services
27.8K
New
$42.83 - $47.07 $1.19M - $1.31M
27.8K $1.27M
PCOR
Procore Technologies, Inc.

Technology
1.69K
+ 0.72%
$61.62 - $76.64 $104K - $130K
235K $17.1M
CVS
Cvs Health Corp

Healthcare
549
+ 0.42%
$58.75 - $76.5 $32.3K - $42K
130K $9.8M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
12.1K
New
$49.09 - $50.58 $595K - $614K
12.1K $612K
JPM
Jpmorgan Chase & CO

Financial Services
154
+ 0.8%
$282.78 - $316.06 $43.5K - $48.7K
19.5K $6.16M
BK
Bank Of New York Mellon Corp

Financial Services
217
+ 0.87%
$90.65 - $109.75 $19.7K - $23.8K
25.2K $2.74M
CVX
Chevron Corp

Energy
257
+ 0.78%
$145.57 - $161.83 $37.4K - $41.6K
33K $5.13M
WPM
Wheaton Precious Metals Corp.

Basic Materials
219
+ 1.22%
$86.72 - $111.84 $19K - $24.5K
18.2K $2.03M
IEF
Ishares Barclays

ETFs
710
+ 0.15%
$93.91 - $97.26 $66.7K - $69.1K
465K $44.8M
IEMG
Ishares Inc

ETFs
7.08K
+ 0.99%
N/A
725K $38.9M
BE
Bloom Energy Corp

Industrials
4.43K
New
$22.13 - $86.27 $98.1K - $382K
4.43K $374K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.19K
+ 13.97%
$52.39 - $53.11 $324K - $329K
50.5K $2.68M
NEM
Newmont Corp

Basic Materials
3.92K
New
$57.35 - $85.25 $225K - $334K
3.92K $330K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
828
+ 3.71%
$108.46 - $120.63 $89.8K - $99.9K
23.1K $2.75M
PSX
Phillips 66

Energy
75
+ 0.45%
$118.37 - $139.46 $8.88K - $10.5K
16.9K $2.3M
QVMS
Invesco ETF Tr Ii S&P Smallcap
1.62K
+ 1.56%
$25.59 - $28.57 $41.4K - $46.2K
106K $2.95M
SCHA
Schwab Strategic Tr Us Small C

ETFs
224
+ 0.21%
$25.29 - $28.33 $5.66K - $6.35K
104K $2.92M
GE
General Electric CO

Industrials
28
+ 0.48%
$244.75 - $305.63 $6.85K - $8.56K
5.8K $1.75M
XOM
Exxon Mobil Corp

Energy
125
+ 0.26%
$105.83 - $117.22 $13.2K - $14.7K
48.2K $5.44M
IONQ
Ion Q, Inc.

Technology
4.1K
New
$36.79 - $75.14 $151K - $308K
4.1K $251K
MBB
Ishares Tr

ETFs
2.3K
+ 9.08%
$92.46 - $95.73 $212K - $220K
27.6K $2.63M
NYF
Ishares New York Muni Bond ETF

ETFs
4.25K
New
$51.6 - $53.44 $219K - $227K
4.25K $226K
IWS
Ishares Russell Midcap Value E

ETFs
1.47K
New
$132.83 - $140.61 $195K - $206K
1.47K $205K
SYY
Sysco Corp

Consumer Defensive
2.5K
New
$76.33 - $82.51 $191K - $206K
2.5K $205K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1.33K
New
$142.94 - $152.69 $190K - $203K
1.33K $200K
TRP
Tc Energy Corp

Energy
3.69K
New
$46.58 - $54.41 $172K - $201K
3.69K $200K
BAC
Bank Of America Corp

Financial Services
402
+ 0.98%
$44.92 - $52.42 $18.1K - $21.1K
41.5K $2.14M
TMO
Thermo Fisher Scientific Inc.

Healthcare
54
+ 2.57%
$404.94 - $499.99 $21.9K - $27K
2.16K $1.05M
MRK
Merck & Co., Inc.

Healthcare
108
+ 0.31%
$77.6 - $87.37 $8.38K - $9.44K
35K $2.94M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
134
+ 5.35%
$224.68 - $282.71 $30.1K - $37.9K
2.64K $736K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
174
+ 0.55%
$49.43 - $54.52 $8.6K - $9.49K
31.7K $1.72M
INTC
Intel Corp

Technology
697
+ 5.85%
$19.31 - $35.5 $13.5K - $24.7K
12.6K $423K
LHX
L3 Harris Technologies, Inc.

Industrials
73
+ 3.04%
$252.18 - $305.41 $18.4K - $22.3K
2.48K $756K
XLP
Consumer Staples Sector Spdr

ETFs
2.01K
+ 64.23%
N/A
5.15K $391K
SLV
I Shares Silver Trust

ETFs
857
+ 7.26%
$32.73 - $42.5 $28K - $36.4K
12.7K $536K
BND
Vanguard Bd Index Fd Inc Total

ETFs
886
+ 1.32%
$72.57 - $74.72 $64.3K - $66.2K
67.8K $5.04M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.5K
+ 3.88%
$21.77 - $22.57 $76.1K - $78.9K
93.6K $2.1M
Activity Summary
Buys All Purchases 116 New Holdings 10 Increased Positions 106 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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