W.H. Cornerstone Investments Inc. Incresed Positions in Q3 2025

W.H. Cornerstone Investments Inc.

  • $157 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
122
+ 0.21%
$303.93 - $329.86 $37.1K - $40.2K
58.9K $19.3M
SCHO
Schwab Short Term Us Treasury

ETFs
34.7K
+ 42.58%
$24.23 - $24.42 $842K - $848K
116K $2.84M
ETN
Eaton Corp PLC

Industrials
2.09K
+ 176.78%
$342.99 - $392.76 $715K - $819K
3.27K $1.22M
AZO
Autozone Inc

Consumer Cyclical
98
+ 60.87%
$3649.42 - $4354.54 $358K - $427K
259 $1.11M
VEA
Vanguard Ftse Developed Market

ETFs
3.44K
+ 3.51%
$56.02 - $60.3 $193K - $207K
102K $6.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
119
+ 3.06%
$404.94 - $499.99 $48.2K - $59.5K
4.01K $1.94M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.41K
+ 3.61%
$29.55 - $32.52 $101K - $111K
98K $3.14M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.86K
+ 2.92%
$29.2 - $32.74 $83.6K - $93.7K
101K $3.21M
NVDA
Nvidia Corp

Technology
324
+ 4.31%
$153.3 - $186.58 $49.7K - $60.5K
7.85K $1.46M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.22K
+ 89.96%
$40.94 - $42.85 $255K - $267K
13.1K $553K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.6K
+ 3.04%
$78.96 - $80.04 $205K - $208K
88.1K $7.04M
ATO
Atmos Energy Corp

Utilities
624
+ 8.18%
$151.51 - $170.75 $94.5K - $107K
8.25K $1.41M
AEP
American Electric Power CO Inc

Utilities
1.01K
+ 9.19%
$103.26 - $115.0 $104K - $116K
11.9K $1.34M
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 0.28%
$620.67 - $670.08 $6.83K - $7.37K
3.9K $2.61M
SYY
Sysco Corp

Consumer Defensive
1.33K
+ 11.58%
$76.33 - $82.51 $102K - $110K
12.8K $1.06M
AMZN
Amazon Com Inc

Consumer Cyclical
815
+ 3.61%
$211.65 - $238.24 $172K - $194K
23.4K $5.14M
DISV
Dimensional ETF Tr Dimensional

ETFs
1.24K
+ 2.66%
$32.78 - $35.79 $40.7K - $44.4K
48K $1.71M
ORCL
Oracle Corp

Technology
3
+ 0.14%
$218.96 - $328.33 $657 - $985
2.22K $624K
EQIX
Equinix Inc

Real Estate
155
+ 15.09%
$756.7 - $811.13 $117K - $126K
1.18K $925K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.23%
$617.65 - $666.84 $3.09K - $3.33K
2.2K $1.47M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5
+ 0.03%
$72.65 - $78.68 $363 - $393
16.6K $1.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
13
+ 0.35%
$435.72 - $463.74 $5.66K - $6.03K
3.72K $1.73M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12
+ 0.02%
$23.82 - $25.84 $286 - $310
48.1K $1.24M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.01K
+ 4.96%
$50.9 - $52.37 $51.2K - $52.7K
21.3K $1.11M
AVGO
Broadcom Inc.

Technology
2
+ 0.16%
$264.74 - $369.57 $529 - $739
1.25K $412K
AFL
Aflac Inc

Financial Services
18
+ 0.17%
$98.09 - $111.7 $1.77K - $2.01K
10.6K $1.18M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.08K
+ 22.45%
$49.78 - $50.75 $53.7K - $54.7K
5.88K $297K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
534
+ 22.77%
$102.4 - $103.88 $54.7K - $55.5K
2.88K $297K
KLAC
Kla Corp

Technology
1
+ 0.34%
$843.9 - $1078.6 $844 - $1.08K
292 $314K
XLE
Energy Sector Spdr

ETFs
99
+ 1.11%
$84.25 - $91.99 $8.34K - $9.11K
8.98K $802K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.27%
$282.78 - $316.06 $1.41K - $1.58K
1.85K $583K
EBAY
Ebay Inc

Consumer Cyclical
8
+ 0.29%
$75.33 - $100.77 $603 - $806
2.78K $252K
APD
Air Products & Chemicals, Inc.

Basic Materials
308
+ 6.9%
$265.78 - $299.3 $81.9K - $92.2K
4.77K $1.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10
+ 0.27%
$135.0 - $146.02 $1.35K - $1.46K
3.68K $535K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.28%
$134.94 - $145.86 $1.08K - $1.17K
2.82K $410K
TIP
Ishares Tr Tips Bd ETF

ETFs
247
+ 10.64%
$109.11 - $111.88 $27K - $27.6K
2.57K $285K
XLK
Technology Sector Spdr

ETFs
1
+ 0.12%
$250.97 - $282.66 $251 - $283
838 $236K
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.5%
$195.41 - $212.37 $1.37K - $1.49K
1.4K $292K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
10
+ 0.26%
$67.21 - $72.65 $672 - $727
3.83K $277K
XLC
Select Sector Spdr Tr Communic

ETFs
7
+ 0.35%
$105.99 - $119.41 $742 - $836
1.98K $234K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
61
+ 0.37%
$48.5 - $50.19 $2.96K - $3.06K
16.7K $835K
MRVL
Marvell Technology, Inc.

Technology
2
+ 0.07%
$62.31 - $84.07 $125 - $168
2.76K $232K
TSCO
Tractor Supply CO

Consumer Cyclical
15
+ 0.39%
$54.08 - $62.65 $811 - $940
3.89K $221K
PEP
Pepsico Inc

Consumer Defensive
15
+ 0.96%
$133.81 - $152.16 $2.01K - $2.28K
1.58K $221K
RMD
Resmed Inc

Healthcare
2
+ 0.25%
$252.01 - $293.73 $504 - $587
812 $222K
SCHW
Schwab Charles Corp

Financial Services
8
+ 0.3%
$91.03 - $98.69 $728 - $790
2.71K $258K
TMUS
T Mobile Us, Inc.

Communication Services
28
+ 0.72%
$226.02 - $259.01 $6.33K - $7.25K
3.93K $940K
VGIT
Vanguard Intermediate Term Tre

ETFs
109
+ 0.92%
$58.97 - $60.36 $6.43K - $6.58K
11.9K $714K
EUSB
Ishares Tr Esg Advanced Total

Technology
45
+ 0.89%
$42.97 - $44.2 $1.93K - $1.99K
5.08K $222K
Activity Summary
Buys All Purchases 62 New Holdings 5 Increased Positions 57 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track W.H. Cornerstone Investments Inc. Portfolio

Follow W.H. Cornerstone Investments Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W.H. Cornerstone Investments Inc., based on Form 13F filings with the SEC.

News

Stay updated on W.H. Cornerstone Investments Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email