Cobblestone Capital Advisors LLC Purchases in Q1 2025

Cobblestone Capital Advisors LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.95K
+ 20.92%
$32.74 - $36.2 $129K - $143K
22.8K $798K
ED
Consolidated Edison Inc

Utilities
443
+ 8.49%
$88.0 - $110.59 $39K - $49K
5.66K $625K
BND
Vanguard Bd Index Fd Inc Total

ETFs
798
+ 1.64%
$71.17 - $73.66 $56.8K - $58.8K
49.4K $3.63M
CPRT
Copart Inc

Consumer Cyclical
7.92K
+ 2.01%
$52.3 - $59.83 $414K - $474K
401K $22.7M
WRB
Berkley W R Corp

Financial Services
34
+ 0.33%
$56.7 - $71.27 $1.93K - $2.42K
10.4K $736K
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.69K
+ 27.41%
$25.54 - $28.79 $94.2K - $106K
17.2K $476K
DE
Deere & CO

Industrials
24
+ 1.15%
$408.57 - $509.27 $9.81K - $12.2K
2.11K $989K
MCK
Mckesson Corp

Healthcare
3
+ 0.31%
$566.21 - $672.99 $1.7K - $2.02K
983 $661K
IVV
Ishares Core S&P 500 ETF

ETFs
341
+ 8.65%
$554.06 - $615.85 $189K - $210K
4.28K $2.41M
VBR
Vanguard Small Cap Value ETF

ETFs
523
+ 50.0%
$183.02 - $207.75 $95.7K - $109K
1.57K $292K
IEFA
Ishares Tr

ETFs
395
+ 4.26%
$69.57 - $78.65 $27.5K - $31.1K
9.68K $731K
HCA
Hca Healthcare, Inc.

Healthcare
7
+ 0.49%
$296.7 - $345.55 $2.08K - $2.42K
1.43K $492K
CSCO
Cisco Systems, Inc.

Technology
12
+ 0.05%
$58.74 - $64.87 $705 - $778
25.8K $1.59M
WEC
Wec Energy Group, Inc.

Utilities
199
+ 7.54%
$92.12 - $108.98 $18.3K - $21.7K
2.84K $309K
ORI
Old Republic International Corp

Financial Services
550
+ 6.99%
$33.46 - $39.22 $18.4K - $21.6K
8.42K $330K
MDT
Medtronic PLC

Healthcare
62
+ 2.05%
$79.84 - $94.5 $4.95K - $5.86K
3.09K $277K
MDLZ
Mondelez International, Inc.

Consumer Defensive
11
+ 0.28%
$56.12 - $68.15 $617 - $750
3.93K $266K
CRWD
Crowd Strike Holdings, Inc.

Technology
11
+ 1.0%
$308.86 - $455.36 $3.4K - $5.01K
1.12K $393K
MPC
Marathon Petroleum Corp

Energy
29
+ 1.8%
$134.72 - $159.03 $3.91K - $4.61K
1.64K $239K
TKR
Timken CO

Industrials
125
+ 4.14%
$69.85 - $83.79 $8.73K - $10.5K
3.14K $225K
LHX
L3 Harris Technologies, Inc.

Industrials
51
+ 2.17%
$194.65 - $222.86 $9.93K - $11.4K
2.4K $503K
American Centy ETF Tr
3.07K
+ 15.07%
N/A
23.4K $0
Vitesse Energy Inc
20.3K
New
N/A
20.3K $0
Doubleline ETF Trust
38.7K
+ 4.28%
N/A
942K $0
LOW
Lowes Companies Inc

Consumer Cyclical
217
+ 5.65%
$222.66 - $268.42 $48.3K - $58.2K
4.06K $945K
PEP
Pepsico Inc

Consumer Defensive
1.54K
+ 1.37%
$142.64 - $156.42 $220K - $241K
114K $17.1M
ADI
Analog Devices Inc

Technology
40
+ 2.18%
$201.56 - $243.82 $8.06K - $9.75K
1.88K $378K
BA
Boeing CO

Industrials
72
+ 1.13%
$148.15 - $186.25 $10.7K - $13.4K
6.45K $1.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
363
+ 2.39%
$57.21 - $65.8 $20.8K - $23.9K
15.6K $908K
CRM
Salesforce, Inc.

Technology
93
+ 6.41%
$268.36 - $359.95 $25K - $33.5K
1.54K $414K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
15
+ 0.61%
$165.25 - $224.62 $2.48K - $3.37K
2.48K $412K
MRVL
Marvell Technology, Inc.

Technology
869
+ 31.75%
$61.57 - $126.06 $53.5K - $110K
3.61K $222K
ET
Energy Transfer LP

Energy
996
+ 0.77%
$17.26 - $21.08 $17.2K - $21K
130K $2.41M
MCO
Moodys Corp

Financial Services
212
+ 0.36%
$437.8 - $527.48 $92.8K - $112K
58.5K $27.2M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
5.22K
+ 0.44%
$40.87 - $45.28 $213K - $236K
1.2M $49.6M
DEO
Diageo PLC

Consumer Defensive
6.2K
+ 5.39%
$104.79 - $126.12 $650K - $782K
121K $12.7M
GOOGL
Alphabet Inc.

Communication Services
1.34K
+ 1.84%
$154.33 - $206.19 $207K - $276K
74K $11.4M
VXF
Vanguard Extended Market ETF

ETFs
2.34K
+ 1.02%
$170.36 - $201.04 $399K - $471K
232K $39.9M
MSFT
Microsoft Corp

Technology
350
+ 0.28%
$375.39 - $447.2 $131K - $157K
125K $46.8M
NVDA
Nvidia Corp

Technology
2.01K
+ 0.64%
$106.98 - $149.43 $215K - $300K
314K $34M
GOOG
Alphabet Inc.

Communication Services
1.89K
+ 0.76%
$156.06 - $207.71 $295K - $392K
250K $39M
AAPL
Apple Inc.

Technology
1
+ 0.0%
$209.68 - $247.1 $210 - $247
345K $76.7M
Activity Summary
Buys All Purchases 93 New Holdings 15 Increased Positions 78 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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