Cobblestone Capital Advisors LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.6 Billion distributed in 279 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $142M, Ishares Core S&P Total U.S. St with a value of $130M, Ishares U.S. Treasury Bond ETF with a value of $93.9M, Apple Inc. with a value of $66M, and Dimensional ETF Tr with a value of $62.3M.
Examining the 13F form we can see an increase of $36M in the current position value, from $1.56B to 1.6B.
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.
Portfolio value
$1.6 Billion
ETFs: $727 Million
Technology: $220 Million
Financial Services: $187 Million
Consumer Cyclical: $93.4 Million
Communication Services: $81.5 Million
Consumer Defensive: $69.3 Million
Industrials: $58.3 Million
Healthcare: $44 Million
Other: $57 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
