Cobblestone Capital Advisors LLC Incresed Positions in Q4 2024

Cobblestone Capital Advisors LLC

  • $1.76 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.43M
+ 1133.83%
$28.88 - $29.33 $41.3M - $41.9M
1.55M $45.1M
AMZN
Amazon Com Inc

Consumer Cyclical
620
+ 0.22%
$180.88 - $232.93 $112K - $144K
282K $61.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.76K
+ 608.47%
$1146.59 - $1270.6 $8.9M - $9.86M
9.03K $10.7M
CPRT
Copart Inc

Consumer Cyclical
126K
+ 47.4%
$51.36 - $63.8 $6.49M - $8.07M
393K $22.6M
RSG
Republic Services, Inc.

Industrials
37.9K
+ 91.09%
$198.0 - $218.75 $7.5M - $8.29M
79.5K $16M
ITOT
Ishares Core S&P Total U.S. St

ETFs
18.8K
+ 1.7%
$124.26 - $134.12 $2.33M - $2.52M
1.12M $144M
MKL
Markel Corp

Financial Services
1.24K
+ 6.8%
$1542.01 - $1785.11 $1.92M - $2.22M
19.5K $33.7M
JKHY
Henry Jack & Associates Inc

Technology
21.5K
+ 21.4%
$171.12 - $186.18 $3.67M - $4M
122K $21.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22.3K
+ 117.64%
$96.64 - $101.23 $2.15M - $2.26M
41.2K $4M
VXF
Vanguard Extended Market ETF

ETFs
926
+ 0.41%
$179.17 - $207.15 $166K - $192K
229K $43.6M
SCHR
Schwab Intermediate Term Us Tr

ETFs
85.3K
+ 239.99%
$24.19 - $50.58 $2.06M - $4.31M
121K $2.93M
GLW
Corning Inc

Technology
19.8K
+ 147.31%
$44.11 - $49.76 $876K - $988K
33.3K $1.58M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.54K
+ 1.12%
$201.32 - $217.44 $309K - $334K
138K $28.6M
VTV
Vanguard Value ETF

ETFs
4.21K
+ 80.23%
$168.32 - $181.87 $708K - $765K
9.45K $1.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.1K
+ 29.67%
$71.75 - $75.11 $798K - $836K
48.6K $3.5M
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 0.09%
$873.59 - $994.69 $16.6K - $18.9K
21.9K $20M
JPM
Jpmorgan Chase & CO

Financial Services
196
+ 1.0%
$205.18 - $250.29 $40.2K - $49.1K
19.8K $4.74M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.4K
+ 7.76%
$50.37 - $50.6 $626K - $628K
172K $8.68M
IEMG
Ishares Inc

ETFs
10.3K
+ 1.48%
N/A
707K $37.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 0.16%
$567.81 - $607.81 $31.8K - $34K
34.4K $20.2M
TJX
Tjx Companies Inc

Consumer Cyclical
271
+ 0.21%
$112.15 - $127.2 $30.4K - $34.5K
127K $15.3M
MBB
Ishares Tr

ETFs
5.11K
+ 20.7%
$91.26 - $95.82 $466K - $490K
29.8K $2.73M
AVGO
Broadcom Inc.

Technology
137
+ 2.62%
$159.67 - $250.0 $21.9K - $34.3K
5.36K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
1.23K
+ 132.15%
$261.5 - $284.63 $321K - $350K
2.16K $570K
VEA
Vanguard Ftse Developed Market

ETFs
8.93K
+ 43.65%
$47.57 - $52.44 $425K - $468K
29.4K $1.4M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
16.4K
+ 1.4%
$42.95 - $45.72 $706K - $751K
1.19M $51.5M
SCHO
Schwab Short Term Us Treasury

ETFs
60.8K
+ 126.36%
$24.06 - $48.88 $1.46M - $2.97M
109K $2.62M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
15.6K
+ 20.68%
$21.43 - $22.55 $335K - $353K
91.3K $1.97M
HDV
Ishares Core High Dividend ETF

ETFs
2.63K
+ 41.48%
$110.82 - $121.28 $291K - $319K
8.97K $1.01M
TSLA
Tesla, Inc.

Consumer Cyclical
281
+ 29.86%
$213.65 - $479.86 $60K - $135K
1.22K $493K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.52K
+ 4.29%
$118.0 - $127.04 $179K - $193K
36.9K $4.49M
EPD
Enterprise Products Partners L.P.

Energy
11
+ 0.01%
$28.66 - $34.43 $315 - $379
98.7K $3.1M
VB
Vanguard Small Cap ETF

ETFs
840
+ 30.6%
$233.76 - $261.58 $196K - $220K
3.59K $861K
BA
Boeing CO

Industrials
300
+ 4.93%
$138.14 - $180.72 $41.4K - $54.2K
6.38K $1.13M
NFG
National Fuel Gas CO

Energy
2.95K
+ 6.08%
$58.89 - $64.23 $174K - $189K
51.4K $3.12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.56K
+ 21.77%
$44.04 - $49.49 $289K - $324K
36.7K $1.61M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
6.21K
+ 49.01%
$33.39 - $37.66 $207K - $234K
18.9K $630K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.9K
+ 7.91%
$50.23 - $50.46 $145K - $146K
39.5K $1.99M
MA
Mastercard Inc

Financial Services
28
+ 0.7%
$491.3 - $536.15 $13.8K - $15K
4.01K $2.11M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.02K
+ 18.34%
$39.3 - $41.34 $197K - $207K
32.4K $1.27M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 0.96%
$486.1 - $608.57 $7.29K - $9.13K
1.59K $907K
WMT
Walmart Inc.

Consumer Defensive
168
+ 1.82%
$79.1 - $95.7 $13.3K - $16.1K
9.42K $851K
KODK
Eastman Kodak CO

Industrials
10K
+ 49.65%
$4.5 - $7.45 $45K - $74.5K
30.1K $198K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.09K
+ 8.04%
$113.92 - $127.38 $124K - $139K
14.6K $1.68M
SCHX
Schwab Strategic Tr Us Large C

ETFs
369K
+ 194.91%
$22.4 - $68.28 $8.26M - $25.2M
558K $12.9M
META
Meta Platforms, Inc.

Communication Services
48
+ 1.45%
$554.08 - $632.68 $26.6K - $30.4K
3.35K $1.98M
CRWD
Crowd Strike Holdings, Inc.

Technology
44
+ 4.15%
$275.15 - $388.2 $12.1K - $17.1K
1.11K $378K
NOW
Service Now, Inc.

Technology
16
+ 4.75%
$867.18 - $1148.42 $13.9K - $18.4K
353 $374K
ISRG
Intuitive Surgical Inc

Healthcare
58
+ 4.33%
$471.27 - $550.62 $27.3K - $31.9K
1.4K $729K
Activity Summary
Buys All Purchases 118 New Holdings 18 Increased Positions 100 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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