Cobblestone Capital Advisors LLC Reduced Holdings in Q2 2025

Cobblestone Capital Advisors LLC

  • $1.87 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-173
- 0.55%
$39.34 - $40.41 $6.81K - $6.99K
31.3K $1.26M
CRM
Salesforce, Inc.

Technology
-73
- 4.73%
$236.26 - $291.15 $17.2K - $21.3K
1.47K $401K
VNQ
Vanguard Specialized Funds Van

ETFs
-60
- 1.44%
$79.79 - $91.42 $4.79K - $5.49K
4.11K $365K
QCOM
Qualcomm Inc

Technology
-424
- 4.32%
$124.66 - $159.48 $52.9K - $67.6K
9.38K $1.49M
VIG
Vanguard Dividend Appreciation

ETFs
-60
- 2.77%
N/A
2.1K $383K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-236
- 1.77%
$49.73 - $51.44 $11.7K - $12.1K
13.1K $675K
NVS
Novartis Ag

Healthcare
-200
- 10.62%
$101.96 - $121.01 $20.4K - $24.2K
1.68K $203K
TRV
Travelers Companies, Inc.

Financial Services
-25
- 2.79%
$233.83 - $276.34 $5.85K - $6.91K
871 $233K
FISV
Fiserv Inc

Technology
-20
- 1.5%
N/A
1.32K $164K
MIDE
Dbx ETF Tr S&P Midcap 400 Esg

ETFs
-1.25K
- 6.27%
$25.07 - $30.59 $31.3K - $38.2K
18.7K $571K
American Centy ETF Tr
-1.74K
- 7.4%
N/A
21.7K $0
Ge Vernova Inc
-291
- 15.58%
N/A
1.58K $0
Brookfield Corp
-3.26K
- 0.96%
N/A
336K $0
Blackrock Inc
-28
- 3.16%
N/A
858 $0
STT
State Street Corp

Financial Services
-320
- 13.65%
$75.33 - $106.34 $24.1K - $34K
2.03K $215K
T
At&T Inc.

Communication Services
-98
- 0.8%
$26.33 - $28.94 $2.58K - $2.84K
12.2K $353K
OSBC
Old Second Bancorp Inc

Financial Services
-425
- 3.03%
$14.45 - $17.74 $6.14K - $7.54K
13.6K $241K
VV
Vanguard Large Cap ETF

ETFs
-43
- 4.03%
$228.25 - $285.3 $9.81K - $12.3K
1.02K $292K
IDEV
Ishares Core Msci Intl Develop

ETFs
-3.07K
- 8.7%
$61.79 - $76.67 $190K - $235K
32.2K $2.45M
WRB
Berkley W R Corp

Financial Services
-34
- 0.33%
$64.28 - $75.17 $2.19K - $2.56K
10.3K $758K
MTB
M&T Bank Corp

Financial Services
-2
- 0.13%
$156.58 - $193.99 $313 - $388
1.57K $304K
PANW
Palo Alto Networks Inc

Technology
-140
- 8.7%
$152.44 - $204.64 $21.3K - $28.6K
1.47K $300K
MPC
Marathon Petroleum Corp

Energy
-29
- 1.76%
$118.55 - $170.08 $3.44K - $4.93K
1.62K $268K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.72K
- 7.52%
$30.87 - $39.17 $53K - $67.3K
21.1K $827K
GE
General Electric CO

Industrials
-1.36K
- 19.09%
$166.81 - $257.39 $227K - $351K
5.77K $1.49M
ADI
Analog Devices Inc

Technology
-37
- 1.97%
$164.6 - $238.02 $6.09K - $8.81K
1.84K $437K
ISRG
Intuitive Surgical Inc

Healthcare
-10
- 0.73%
$451.58 - $565.94 $4.52K - $5.66K
1.37K $742K
BK
Bank Of New York Mellon Corp

Financial Services
-1.4K
- 5.31%
$73.31 - $91.62 $103K - $128K
25K $2.27M
SYK
Stryker Corp

Healthcare
-104
- 2.3%
$337.37 - $395.63 $35.1K - $41.1K
4.42K $1.75M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-828
- 4.62%
$55.54 - $69.09 $46K - $57.2K
17.1K $1.18M
DE
Deere & CO

Industrials
-27
- 1.28%
$412.99 - $531.48 $11.2K - $14.3K
2.08K $1.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-26
- 2.0%
$416.06 - $551.64 $10.8K - $14.3K
1.27K $701K
BAC
Bank Of America Corp

Financial Services
-3.16K
- 7.13%
$34.39 - $47.46 $109K - $150K
41.1K $1.95M
FNDX
Schwab Fundamental U S Large C

ETFs
-12.2K
- 2.85%
$20.84 - $24.54 $255K - $300K
417K $10.2M
CSCO
Cisco Systems, Inc.

Technology
-1.35K
- 5.22%
$53.19 - $69.38 $71.7K - $93.5K
24.5K $1.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-608
- 1.89%
$39.89 - $49.46 $24.3K - $30.1K
31.6K $1.56M
SHOP
Shopify Inc.

Technology
-6.88K
- 15.19%
$76.89 - $115.35 $529K - $793K
38.4K $4.43M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-294
- 1.64%
$72.96 - $90.39 $21.5K - $26.6K
17.6K $1.58M
HON
Honeywell International Inc

Industrials
-27
- 0.46%
$182.86 - $232.88 $4.94K - $6.29K
5.8K $1.35M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.09K
- 6.31%
$101.97 - $126.75 $213K - $264K
31K $3.92M
IVV
Ishares Core S&P 500 ETF

ETFs
-173
- 4.04%
$498.8 - $620.9 $86.3K - $107K
4.11K $2.55M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-810
- 1.98%
$49.48 - $61.22 $40.1K - $49.6K
40.1K $2.44M
VEU
Vanguard Ftse All World Ex Us

ETFs
-360
- 1.1%
$54.19 - $67.22 $19.5K - $24.2K
32.3K $2.17M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.13%
$462.22 - $707.75 $924 - $1.42K
1.58K $1.12M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-37.2K
- 7.42%
$26.38 - $32.66 $982K - $1.22M
464K $15.2M
EMR
Emerson Electric CO

Industrials
-7
- 0.05%
$94.15 - $133.33 $659 - $933
14.4K $1.92M
IWM
Ishares Russell 2000 ETF

ETFs
-426
- 1.57%
$174.82 - $215.79 $74.5K - $91.9K
26.7K $5.76M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.24K
- 1.41%
$19.6 - $24.44 $142K - $177K
506K $12.4M
GOOGL
Alphabet Inc.

Communication Services
-1.07K
- 1.45%
$144.7 - $178.6 $155K - $191K
72.9K $12.9M
Activity Summary
Buys All Purchases 132 New Holdings 15 Increased Positions 117 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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