Holdings Channel
Size ($ in 1000's)
At 06/30/2020: $1,106,355
At 03/31/2020: $924,067

Cobblestone Capital Advisors LLC NY holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cobblestone Capital Advisors LLC NY 13F filings. Link to 13F filings: SEC filings

Cobblestone Capital Advisors LLC NY Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ISHARES TR (GOVT) 3,494,930 +200,877 $97,823
     GOVT3,494,930+200,877$97,823
ISHARES TR (IXUS) 1,743,188 +1,106 $95,039
     IXUS1,743,188+1,106$95,039
ISHARES TR (ITOT) 1,126,093 +51,040 $78,196
     ITOT1,126,093+51,040$78,196
APPLE INC 117,277 +5,060 $42,783
     AAPL117,277+5,060$42,783
AMAZON COM INC 13,458 +414 $37,128
     AMZN13,458+414$37,128
VANGUARD INDEX FDS (VXF) 284,700 +21,498 $33,691
     VXF284,700+21,498$33,691
SCHWAB STRATEGIC TR 843,019 +20,655 $31,057
     FNDX843,019+20,655$31,057
VISA INC 128,956 +7,120 $24,910
     V128,956+7,120$24,910
ALPHABET INC 16,762 +801 $23,695
     GOOG16,762+801$23,695
SCHWAB STRATEGIC TR 316,490 +2,771 $23,252
     SCHB316,490+2,771$23,252
SHOPIFY INC 23,150 -10,790 $21,974
     SHOP23,150-10,790$21,974
MICROSOFT CORP 97,004 +25,178 $19,741
     MSFT97,004+25,178$19,741
JOHNSON & JOHNSON 133,900 +5,353 $18,830
     JNJ133,900+5,353$18,830
SPDR S&P 500 ETF TR (SPY) 60,865 -2,205 $18,768
     SPY60,865-2,205$18,768
MOODYS CORP 62,646 +2,327 $17,211
     MCO62,646+2,327$17,211
CANADIAN NATL RY CO 192,526 +13,668 $17,052
     CNI192,526+13,668$17,052
VANGUARD INDEX FDS (VTI) 106,670 +2,223 $16,697
     VTI106,670+2,223$16,697
DISNEY WALT CO 146,708 +5,139 $16,359
     DIS146,708+5,139$16,359
AMERICAN TOWER CORP NEW 62,482 +3,844 $16,154
     AMT62,482+3,844$16,154
J P MORGAN EXCHANGE TRADED F (JPST) 312,665 -41,252 $15,861
     JPST312,665-41,252$15,861
SCHWAB STRATEGIC TR 211,982 -2,985 $15,708
     SCHX211,982-2,985$15,708
ISHARES INC (IEMG) 328,010 +5,982 $15,613
     IEMG328,010+5,982$15,613
SPDR INDEX SHS FDS (CWI) 685,325 +69,268 $15,529
     CWI685,325+69,268$15,529
BK OF AMERICA CORP 634,117 +28,334 $15,060
     BAC634,117+28,334$15,060
UNILEVER N V 280,546 +18,597 $14,945
     UN280,546+18,597$14,945
PEPSICO INC 110,650 +6,102 $14,635
     PEP110,650+6,102$14,635
MARKEL CORP 15,368 +1,031 $14,187
     MKL15,368+1,031$14,187
IDEXX LABS INC 42,359 +2,582 $13,985
     IDXX42,359+2,582$13,985
BERKSHIRE HATHAWAY INC DEL      $13,935
     BRK.B78,061-211$13,935
AMERICAN EXPRESS CO 143,269 +50,962 $13,639
     AXP143,269+50,962$13,639
BROOKFIELD ASSET MGMT INC 394,499 +149,808 $12,979
     BAM394,499+149,808$12,979
CARMAX INC 141,781 +17,854 $12,696
     KMX141,781+17,854$12,696
ISHARES TR (MTUM) 85,139 +1,630 $11,153
     MTUM85,139+1,630$11,153
ALPHABET INC 7,395 -105 $10,486
     GOOGL7,395-105$10,486
TJX COS INC NEW 178,281 +11,314 $9,014
     TJX178,281+11,314$9,014
DIAGEO P L C 65,585 +4,060 $8,814
     DEO65,585+4,060$8,814
WELLS FARGO CO NEW 331,184 +113,360 $8,478
     WFC331,184+113,360$8,478
SCHWAB STRATEGIC TR 147,897 -6,709 $8,318
     SCHZ147,897-6,709$8,318
HENRY JACK & ASSOC INC 41,225 +9,429 $7,587
     JKHY41,225+9,429$7,587
PROCTER AND GAMBLE CO 62,003 -756 $7,414
     PG62,003-756$7,414
ISHARES TR (IWM) 49,166 +15,006 $7,040
     IWM49,166+15,006$7,040
PAYCHEX INC 70,931 -4,530 $5,373
     PAYX70,931-4,530$5,373
APPIAN CORP 101,196 +13,468 $5,186
     APPN101,196+13,468$5,186
PIMCO ETF TR (MINT) 50,690 -3,645 $5,155
     MINT50,690-3,645$5,155
VANGUARD INDEX FDS (VV) 29,815 -145 $4,264
     VV29,815-145$4,264
VIASAT INC 104,489 +2,219 $4,009
     VSAT104,489+2,219$4,009
ISHARES TR (LQD) 29,392 +4,735 $3,953
     LQD29,392+4,735$3,953
SCHWAB STRATEGIC TR 58,385 -16,181 $3,815
     SCHA58,385-16,181$3,815
DAVIS FUNDAMENTAL ETF TR (DINT) 191,633 -87 $3,499
     DINT191,633-87$3,499
MERCK & CO. INC 43,349 -305 $3,352
     MRK43,349-305$3,352

See Full List: All Stocks Held By Cobblestone Capital Advisors LLC NY
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cobblestone Capital Advisors LLC NY

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