HoldingsChannel.com
Cobblestone Capital Advisors LLC NY Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (GOVT) 3,294,053 -485,490 $92,266
     GOVT3,294,053-485,490$92,266
ISHARES TR (IXUS) 1,742,082 +42,379 $81,895
     IXUS1,742,082+42,379$81,895
ISHARES TR (ITOT) 1,075,053 +116,497 $61,504
     ITOT1,075,053+116,497$61,504
APPLE INC 112,217 -1,358 $28,536
     AAPL112,217-1,358$28,536
SCHWAB STRATEGIC TR 822,364 +186,627 $25,765
     FNDX822,364+186,627$25,765
AMAZON COM INC 13,044 +295 $25,432
     AMZN13,044+295$25,432
VANGUARD INDEX FDS (VXF) 263,202 +3,441 $23,830
     VXF263,202+3,441$23,830
VISA INC 121,836 +3,724 $19,630
     V121,836+3,724$19,630
SCHWAB STRATEGIC TR 313,719 -25,566 $18,958
     SCHB313,719-25,566$18,958
ALPHABET INC 15,961 +1,284 $18,560
     GOOG15,961+1,284$18,560
J P MORGAN EXCHANGE TRADED F (JPST) 353,917 -71,736 $17,579
     JPST353,917-71,736$17,579
JOHNSON & JOHNSON 128,547 -12,330 $16,856
     JNJ128,547-12,330$16,856
SPDR S&P 500 ETF TR (SPY) 63,070 -5,316 $16,256
     SPY63,070-5,316$16,256
BERKSHIRE HATHAWAY INC DEL      $14,310
     BRK.B78,272+10,119$14,310
SHOPIFY INC 33,940 -6,998 $14,151
     SHOP33,940-6,998$14,151
CANADIAN NATL RY CO 178,858 +169,401 $13,885
     CNI178,858+169,401$13,885
DISNEY WALT CO 141,569 +1,080 $13,676
     DIS141,569+1,080$13,676
VANGUARD INDEX FDS (VTI) 104,447 -3,105 $13,464
     VTI104,447-3,105$13,464
MARKEL CORP 14,337 +433 $13,303
     MKL14,337+433$13,303
SCHWAB STRATEGIC TR 214,967 -20,156 $13,167
     SCHX214,967-20,156$13,167
ISHARES INC (IEMG) 322,028 +37,352 $13,032
     IEMG322,028+37,352$13,032
BK OF AMERICA CORP 605,783 +45,628 $12,861
     BAC605,783+45,628$12,861
UNILEVER N V 261,949 +7,275 $12,780
     UN261,949+7,275$12,780
AMERICAN TOWER CORP NEW 58,638 -11,481 $12,768
     AMT58,638-11,481$12,768
MOODYS CORP 60,319 +2,640 $12,757
     MCO60,319+2,640$12,757
PEPSICO INC 104,548 +12,215 $12,556
     PEP104,548+12,215$12,556
SPDR INDEX SHS FDS (CWI) 616,057 -23,770 $12,149
     CWI616,057-23,770$12,149
MICROSOFT CORP 71,826 -1,133 $11,328
     MSFT71,826-1,133$11,328
BROOKFIELD ASSET MGMT INC 244,691 +15,892 $10,828
     BAM244,691+15,892$10,828
WD 40 CO 50,091 +5 $10,061
     WDFC50,091+5$10,061
IDEXX LABS INC 39,777 +446 $9,636
     IDXX39,777+446$9,636
ISHARES TR (MTUM) 83,509 +145 $8,892
     MTUM83,509+145$8,892
ALPHABET INC 7,500 -294 $8,715
     GOOGL7,500-294$8,715
SCHWAB STRATEGIC TR 154,606 -24,811 $8,390
     SCHZ154,606-24,811$8,390
TJX COS INC NEW 166,967 -299 $7,983
     TJX166,967-299$7,983
AMERICAN EXPRESS CO 92,307 +1,977 $7,902
     AXP92,307+1,977$7,902
DIAGEO P L C 61,525 +1,100 $7,821
     DEO61,525+1,100$7,821
PROCTER & GAMBLE CO 62,759 -977 $6,904
     PG62,759-977$6,904
CARMAX INC 123,927 +37,923 $6,671
     KMX123,927+37,923$6,671
WELLS FARGO CO NEW 217,824 +70,940 $6,252
     WFC217,824+70,940$6,252
PIMCO ETF TR (MINT) 54,335 -28,140 $5,378
     MINT54,335-28,140$5,378
HENRY JACK & ASSOC INC 31,796 +31,796 $4,936
     JKHY31,796+31,796$4,936
PAYCHEX INC 75,461 +4,323 $4,748
     PAYX75,461+4,323$4,748
ISHARES TR (IWM) 34,160 -2,224 $3,910
     IWM34,160-2,224$3,910
SCHWAB STRATEGIC TR 74,566 -18,796 $3,842
     SCHA74,566-18,796$3,842
VIASAT INC 102,270 -2,010 $3,674
     VSAT102,270-2,010$3,674
VANGUARD INDEX FDS (VV) 29,960 -60 $3,548
     VV29,960-60$3,548
APPIAN CORP 87,728 +87,728 $3,529
     APPN87,728+87,728$3,529
MERCK & CO. INC 43,654 -2,595 $3,359
     MRK43,654-2,595$3,359
VANGUARD BD INDEX FDS (BND) 36,677 -5,355 $3,130
     BND36,677-5,355$3,130

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

Size ($ in 1000's)
At 03/31/2020: $924,067
At 12/31/2019: $1,103,794

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 13F Filings | www.HoldingsChannel.com

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