Cobblestone Capital Advisors LLC Reduced Holdings in Q3 2025

Cobblestone Capital Advisors LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-476
- 3.72%
$21.69 - $23.34 $10.3K - $11.1K
12.3K $286K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-944
- 5.52%
$68.24 - $73.73 $64.4K - $69.6K
16.2K $1.19M
GL
Globe Life Inc.

Financial Services
-506
- 12.14%
$117.6 - $146.55 $59.5K - $74.2K
3.66K $523K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-110
- 2.63%
$122.57 - $132.57 $13.5K - $14.6K
4.07K $527K
VV
Vanguard Large Cap ETF

ETFs
-33
- 3.22%
$285.05 - $309.14 $9.41K - $10.2K
991 $305K
MRVL
Marvell Technology, Inc.

Technology
-10
- 0.38%
$62.31 - $84.07 $623 - $841
2.6K $218K
VO
Vanguard Mid Cap ETF

ETFs
-20
- 1.23%
$279.83 - $293.74 $5.6K - $5.87K
1.61K $472K
BMO
Bank Of Montreal

Financial Services
-200
- 9.09%
$110.44 - $130.66 $22.1K - $26.1K
2K $260K
DUK
Duke Energy Corp

Utilities
-33
- 0.54%
$116.31 - $125.93 $3.84K - $4.16K
6.05K $748K
WEC
Wec Energy Group, Inc.

Utilities
-1
- 0.03%
$103.66 - $114.59 $104 - $115
2.99K $343K
ORI
Old Republic International Corp

Financial Services
-35
- 0.4%
$35.74 - $42.47 $1.25K - $1.49K
8.65K $367K
BA
Boeing CO

Industrials
-35
- 0.54%
$209.79 - $237.38 $7.34K - $8.31K
6.49K $1.4M
AMD
Advanced Micro Devices Inc

Technology
-198
- 5.71%
$134.8 - $184.42 $26.7K - $36.5K
3.27K $529K
VTV
Vanguard Value ETF

ETFs
-215
- 2.61%
$175.51 - $186.57 $37.7K - $40.1K
8.04K $1.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-28
- 2.2%
$546.99 - $602.2 $15.3K - $16.9K
1.24K $746K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-9
- 0.07%
$87.05 - $93.19 $783 - $839
12.4K $1.16M
WBS
Webster Financial Corp

Financial Services
-82
- 0.75%
$55.19 - $62.92 $4.53K - $5.16K
10.8K $641K
ETN
Eaton Corp PLC

Industrials
-25
- 0.74%
$342.99 - $392.76 $8.57K - $9.82K
3.36K $1.26M
LMT
Lockheed Martin Corp

Industrials
-137
- 4.21%
$410.74 - $499.21 $56.3K - $68.4K
3.12K $1.56M
EEM
Ishares Msci Emerging Markets

ETFs
-319
- 2.3%
$48.07 - $53.4 $15.3K - $17K
13.6K $725K
VUG
Vanguard Growth ETF

ETFs
-45
- 2.41%
$433.97 - $484.08 $19.5K - $21.8K
1.82K $872K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-126
- 0.71%
$87.29 - $93.61 $11K - $11.8K
17.5K $1.63M
ENB
Enbridge Inc

Energy
-3
- 0.03%
$43.79 - $50.46 $131 - $151
11.2K $564K
HCA
Hca Healthcare, Inc.

Healthcare
-7
- 0.49%
$334.32 - $426.2 $2.34K - $2.98K
1.43K $607K
QCOM
Qualcomm Inc

Technology
-6
- 0.06%
$145.84 - $173.55 $875 - $1.04K
9.38K $1.56M
AVDE
American Centy ETF Tr Avantis

ETFs
-3
- 0.02%
$73.24 - $79.04 $220 - $237
13.9K $1.1M
VT
Vanguard Total World Stk Index

ETFs
-19
- 0.21%
$128.41 - $138.03 $2.44K - $2.62K
9.15K $1.26M
CFG
Citizens Financial Group Inc

Financial Services
-57
- 0.55%
$46.1 - $53.65 $2.63K - $3.06K
10.3K $549K
TSLA
Tesla, Inc.

Consumer Cyclical
-33
- 3.96%
$293.94 - $444.72 $9.7K - $14.7K
801 $356K
TD
Toronto Dominion Bank

Financial Services
-72
- 0.44%
$72.55 - $79.95 $5.22K - $5.76K
16.3K $1.31M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-505
- 1.26%
$60.01 - $65.01 $30.3K - $32.8K
39.6K $2.57M
GS
Goldman Sachs Group Inc

Financial Services
-3
- 0.19%
$696.56 - $806.32 $2.09K - $2.42K
1.58K $1.26M
NEE
Nextera Energy Inc

Utilities
-202
- 0.75%
$69.77 - $77.54 $14.1K - $15.7K
26.8K $2.03M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-100
- 1.42%
$201.83 - $230.93 $20.2K - $23.1K
6.95K $1.54M
HD
Home Depot, Inc.

Consumer Cyclical
-64
- 1.36%
$357.4 - $423.42 $22.9K - $27.1K
4.63K $1.87M
RTX
Raytheon Technologies Corp

Industrials
-43
- 0.39%
$144.19 - $167.33 $6.2K - $7.2K
10.9K $1.83M
AVGO
Broadcom Inc.

Technology
-95
- 1.98%
$264.74 - $369.57 $25.2K - $35.1K
4.7K $1.55M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.43K
- 2.47%
$30.13 - $33.37 $73.2K - $81.1K
95.9K $3.2M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-53
- 0.17%
$126.64 - $135.65 $6.71K - $7.19K
30.9K $4.19M
ORCL
Oracle Corp

Technology
-688
- 6.09%
$218.96 - $328.33 $151K - $226K
10.6K $2.98M
FNDX
Schwab Fundamental U S Large C

ETFs
-6.05K
- 1.45%
$24.38 - $26.34 $147K - $159K
411K $10.8M
SHOP
Shopify Inc.

Technology
-4.36K
- 11.35%
$112.11 - $157.12 $489K - $685K
34K $5.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-616
- 2.67%
$567.77 - $614.76 $350K - $379K
22.5K $13.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-8.02K
- 1.58%
$24.46 - $26.5 $196K - $212K
498K $13.1M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-8.06K
- 1.74%
$32.11 - $34.92 $259K - $281K
456K $15.9M
AXP
American Express CO

Financial Services
-316
- 0.46%
$294.27 - $342.31 $93K - $108K
67.7K $22.5M
JNJ
Johnson & Johnson

Healthcare
-67
- 0.25%
$155.17 - $185.42 $10.4K - $12.4K
27.3K $5.06M
PEP
Pepsico Inc

Consumer Defensive
-364
- 0.31%
$133.81 - $152.16 $48.7K - $55.4K
116K $16.2M
GLW
Corning Inc

Technology
-831
- 2.06%
$51.6 - $82.03 $42.9K - $68.2K
39.5K $3.24M
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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