COBBLESTONE CAPITAL ADVISORS LLC /NY/ has disclosed 276 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-12-31. The current portfolio value is calculated to be $1.52 Bil. The turnover rate is 5%.
In COBBLESTONE CAPITAL ADVISORS LLC /NY/'s current portfolio as of 2023-12-31, the top 5 holdings are
iShares Core MSCI Total International Stock ETF (IXUS), iShares Core S&P Total U.S. Stock Market ETF (ITOT), Apple Inc (AAPL), iShares U.S. Treasury Bond ETF (GOVT), Dimensional World ex U.S. Core Equity 2 ETF (DFAX), not including call and put options.
COBBLESTONE CAPITAL ADVISORS LLC /NY/ did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for COBBLESTONE CAPITAL ADVISORS LLC /NY/, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for COBBLESTONE CAPITAL ADVISORS LLC /NY/, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for COBBLESTONE CAPITAL ADVISORS LLC /NY/.
