Fund HoldingsCobblestone Asset Management LLC

Total Portfolio Value
$171.25M
Total Bought
$32.82M
Total Sold
$14.34M
Net Transaction
+$18.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR039,503+39,50304,0982.39%+4,098
SPDR SER TR
ST STR P500VAL
100,268154,581+54,3135,1287,8944.61%+2,767
INVESCO EXCH TRADED FD TR II029,681+29,68102,7461.60%+2,746
ISHARES TR010,003+10,00302,7091.58%+2,709
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
153,544197,207+43,6638,79311,1366.50%+2,343
SPDR INDEX SHS FDS
ST PORT MARK ETF
49,07292,026+42,9541,8833,6232.12%+1,740
ISHARES GOLD TR(IAU)23,95648,877+24,9211,1862,8821.68%+1,696
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
195,622221,290+25,66810,22111,8436.92%+1,622
ISHARES TR
HDG MSCI EAFE
036,807+36,80701,3360.78%+1,336
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
116,226131,095+14,8696,6867,4914.37%+804
BLACKROCK ETF TRUST
ISHARES US EQUIT
164,446186,620+22,1748,4289,1005.31%+672
NEWMARKET CORP(NEU)1,0002,100+1,1005281,1900.69%+661
BLACKROCK ETF TRUST II64,99376,446+11,4533,3814,0042.34%+623
VANGUARD WHITEHALL FDS12,98721,431+8,4448201,3760.80%+556
SPDR SER TR
ST STR P500GRW
109,411126,047+16,6369,61710,1305.92%+513
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
72,20081,613+9,4133,6374,1322.41%+495
J P MORGAN EXCHANGE TRADED F
INCOME ETF
010,175+10,17504690.27%+469
PHILIP MORRIS INTL INC(PM)11,19111,19101,3471,7761.04%+430
JOBY AVIATION INC(JOBY)061,400+61,40003700.22%+370
INTEL CORP(INTC)015,841+15,84103600.21%+360
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
78,87492,802+13,9284,4474,8052.81%+358
TESLA INC(TSLA)01,371+1,37103550.21%+355
MICROSOFT CORP(MSFT)5401,547+1,0072285810.34%+353
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
13,36320,641+7,2786049520.56%+348
J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
12,48021,302+8,8225398820.52%+343
ISHARES TR
US TREAS BD ETF
24,45938,877+14,4185628940.52%+332
PALANTIR TECHNOLOGIES INC(PLTR)03,800+3,80003210.19%+321
NIO INC(NIO)083,850+83,85003190.19%+319
SPDR SER TR
ST STR P500ETF
19,14924,869+5,7201,3201,6350.96%+315
APPLE INC(AAPL)5,9478,027+2,0801,4891,7831.04%+294
INVESCO EXCH TRADED FD TR II
SR LN ETF
13,34527,225+13,8802815640.33%+282
SCHWAB STRATEGIC TR182,757213,194+30,4374,7264,9952.92%+269
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
35,62740,987+5,3602,3552,5721.50%+217
NVIDIA CORPORATION(NVDA)01,890+1,89002050.12%+205
SPROTT PHYSICAL SILVER TR(PSLV)84,69584,520-1758179800.57%+163
ISHARES TR14,35816,595+2,2372,3572,5061.46%+148
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
7,66410,329+2,6656217620.45%+141
PLUG POWER INC(PLUG)091,500+91,50001240.07%+124
ISHARES TR
CONV BD ETF
2,8084,186+1,3782393500.20%+111
BRISTOL-MYERS SQUIBB CO(BMY)23,86623,86601,3501,4560.85%+106
AMAZON COM INC(AMZN)9431,623+6802073090.18%+102
ALTRIA GROUP INC(MO)9,79110,191+4005126120.36%+100
ISHARES TR
HIGH YLD SYSTM B
4,9416,897+1,9562323250.19%+93
ISHARES TR20,07123,373+3,3023,2023,2831.92%+81
POLESTAR AUTOMOTIVE HLDG UK(PSNY)069,600+69,6000730.04%+73
AURORA CANNABIS INC015,200+15,2000670.04%+67
DOMINION ENERGY INC(D)5,5726,414+8423003600.21%+60
SPROTT PHYSICAL GOLD TR(PHYS)18,27417,653-6213684250.25%+57
COCA COLA CO(KO)3,7293,72902322670.16%+35
GLOBAL NET LEASE INC(GNL)44,66844,833+1653263600.21%+34
INTERNATIONAL BUSINESS MACHS(IBM)1,0001,00002202490.15%+29
CHARGEPOINT HOLDINGS INC026,200+26,2000160.01%+16
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
10,2149,419-7955835790.34%-4
CSX CORP(CSX)34,16834,318+1501,1031,0100.59%-93
FIDELITY WISE ORIGIN BITCOIN(FBTC)2,7040-2,7042210-221
ISHARES TR61,92557,822-4,1035,6775,4233.17%-255
ISHARES BITCOIN TRUST ETF(IBIT)85,25590,691+5,4364,5234,2452.48%-278
MONDELEZ INTL INC(MDLZ)4,9820-4,9822980-298
ISHARES ETHEREUM TR(ETHA)47,90558,222+10,3171,2128050.47%-407
ISHARES INC
MSCI EMRG CHN
68,66960,111-8,5583,8083,3121.93%-496
ISHARES TR145,042114,502-30,5407,6106,7493.94%-862
GLOBAL X FDS
US INFR DEV ETF
23,6360-23,6369550-955
ISHARES TR40,75440,607-14723,99122,81713.32%-1,174
AMERICAN HEALTHCARE REIT INC(AHR)57,3240-57,3241,6290-1,629
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
43,9330-43,9332,4320-2,432
ISHARES TR
MSCI USA MMENTM
12,8390-12,8392,6570-2,657
ISHARES TR76,42842,584-33,8447,4014,2582.49%-3,142
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