W.H. Cornerstone Investments Inc. Purchases in Q3 2024

W.H. Cornerstone Investments Inc.

  • $148 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
11.1K
+ 23.35%
$255.18 - $283.2 $2.82M - $3.13M
58.4K $16.5M
AVUV
American Centy ETF Tr Avantis

ETFs
14K
New
$88.24 - $99.7 $1.24M - $1.4M
14K $1.34M
VEA
Vanguard Ftse Developed Market

ETFs
17.7K
+ 24.29%
$47.6 - $53.31 $844K - $945K
90.7K $4.79M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.65K
+ 11.73%
$79.29 - $84.02 $686K - $727K
82.4K $6.91M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
25.8K
+ 67.39%
$25.21 - $28.46 $651K - $735K
64.2K $1.81M
BNDX
Vanguard Total International B

ETFs
10.1K
+ 7.5%
$48.42 - $50.35 $490K - $509K
145K $7.29M
AAPL
Apple Inc.

Technology
307
+ 1.06%
$207.23 - $234.82 $63.6K - $72.1K
29.4K $6.85M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.84K
+ 9.83%
$76.94 - $79.54 $526K - $544K
76.4K $6.07M
SHW
Sherwin Williams CO

Basic Materials
773
+ 23.44%
$294.65 - $384.0 $228K - $297K
4.07K $1.55M
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.27K
+ 11.0%
$48.4 - $50.91 $400K - $421K
83.4K $4.22M
Dimensional ETF Trust
9.35K
+ 26.57%
N/A
44.6K $1.29M
DISV
Dimensional ETF Tr Dimensional

ETFs
11.1K
+ 31.88%
$26.06 - $29.18 $289K - $324K
45.9K $1.34M
AEP
American Electric Power CO Inc

Utilities
3.37K
New
$87.11 - $104.95 $294K - $354K
3.37K $346K
MDT
Medtronic PLC

Healthcare
3.52K
New
$76.84 - $91.03 $270K - $320K
3.52K $317K
MRK
Merck & Co., Inc.

Healthcare
2.78K
+ 164.07%
$111.15 - $128.97 $309K - $359K
4.48K $508K
META
Meta Platforms, Inc.

Communication Services
460
New
$453.41 - $572.44 $209K - $263K
460 $263K
QCOM
Qualcomm Inc

Technology
1.5K
New
$156.12 - $209.64 $234K - $314K
1.5K $255K
TSLA
Tesla, Inc.

Consumer Cyclical
966
New
$191.76 - $263.26 $185K - $254K
966 $253K
AFL
Aflac Inc

Financial Services
47
+ 0.46%
$88.52 - $111.8 $4.16K - $5.25K
10.4K $1.16M
EUSB
Ishares Tr Esg Advanced Total

Technology
5.09K
New
$42.09 - $44.64 $214K - $227K
5.09K $225K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.57K
New
$56.29 - $62.74 $201K - $224K
3.57K $224K
AVGO
Broadcom Inc.

Technology
1.24K
New
$136.27 - $1745.86 $169K - $2.16M
1.24K $213K
XLB
Select Sector Spdr Fd Material

ETFs
2.2K
New
$86.95 - $97.09 $191K - $213K
2.2K $212K
LMT
Lockheed Martin Corp

Industrials
270
+ 58.06%
$460.3 - $584.56 $124K - $158K
735 $429K
TMO
Thermo Fisher Scientific Inc.

Healthcare
104
+ 4.75%
$531.86 - $624.21 $55.3K - $64.9K
2.29K $1.42M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.03K
New
$98.99 - $101.51 $201K - $206K
2.03K $205K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.16K
New
$48.06 - $49.39 $200K - $206K
4.16K $205K
FISV
Fiserv Inc

Technology
1.14K
New
N/A
1.14K $204K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.92K
+ 10.06%
$71.45 - $75.64 $137K - $145K
21K $1.58M
PG
Procter & Gamble CO

Consumer Defensive
680
+ 6.86%
$160.76 - $177.82 $109K - $121K
10.6K $1.84M
GS
Goldman Sachs Group Inc

Financial Services
359
+ 77.04%
$459.02 - $510.25 $165K - $183K
825 $409K
TSCO
Tractor Supply CO

Consumer Cyclical
570
+ 52.15%
$251.95 - $290.93 $144K - $166K
1.66K $484K
ACN
Accenture PLC

Technology
321
+ 24.77%
$295.44 - $355.81 $94.8K - $114K
1.62K $572K
IVV
Ishares Core S&P 500 ETF

ETFs
15
+ 0.39%
$520.18 - $576.82 $7.8K - $8.65K
3.89K $2.25M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
12
+ 0.35%
$386.81 - $423.12 $4.64K - $5.08K
3.43K $1.45M
JPM
Jpmorgan Chase & CO

Financial Services
388
+ 19.25%
$194.9 - $224.8 $75.6K - $87.2K
2.4K $507K
PLD
Prologis, Inc.

Real Estate
542
+ 28.95%
$111.95 - $132.43 $60.7K - $71.8K
2.41K $305K
SYY
Sysco Corp

Consumer Defensive
77
+ 0.7%
$69.16 - $78.98 $5.33K - $6.08K
11.1K $866K
NVDA
Nvidia Corp

Technology
625
+ 25.83%
$98.91 - $134.91 $61.8K - $84.3K
3.05K $370K
ORCL
Oracle Corp

Technology
6
+ 0.27%
$125.9 - $170.35 $755 - $1.02K
2.2K $375K
IWB
Ishares Tr Russell 1000 ETF

ETFs
12
+ 0.34%
$283.28 - $314.39 $3.4K - $3.77K
3.58K $1.12M
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.38%
$233.44 - $279.45 $1.4K - $1.68K
1.61K $445K
KO
Coca Cola CO

Consumer Defensive
6
+ 0.08%
$62.69 - $73.01 $376 - $438
7.45K $535K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.11%
$333.64 - $405.2 $334 - $405
951 $385K
ECL
Ecolab Inc.

Basic Materials
8
+ 0.26%
$228.86 - $255.76 $1.83K - $2.05K
3.12K $796K
CTAS
Cintas Corp

Industrials
1.29K
+ 300.7%
$201.38 - $819.83 $260K - $1.06M
1.72K $354K
CSCO
Cisco Systems, Inc.

Technology
30
+ 0.37%
$44.74 - $53.22 $1.34K - $1.6K
8.21K $437K
AZO
Autozone Inc

Consumer Cyclical
9
+ 11.25%
$2815.0 - $3212.87 $25.3K - $28.9K
89 $280K
MA
Mastercard Inc

Financial Services
1
+ 0.14%
$429.6 - $500.99 $430 - $501
740 $365K
Activity Summary
Buys All Purchases 59 New Holdings 14 Increased Positions 45 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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