W.H. Cornerstone Investments Inc. Reduced Holdings in Q2 2025

W.H. Cornerstone Investments Inc.

  • $152 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
-62.5K
- 37.32%
$48.77 - $49.55 $3.05M - $3.09M
105K $5.19M
VCIT
Vanguard Intermediate Term Cor

ETFs
-14.9K
- 14.84%
$79.56 - $82.92 $1.19M - $1.24M
85.5K $7.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-10K
- 37.62%
$58.41 - $72.69 $585K - $728K
16.6K $1.21M
UNH
Unitedhealth Group Inc

Healthcare
-331
- 33.27%
$274.35 - $599.47 $90.8K - $198K
664 $207K
BDX
Becton Dickinson & CO

Healthcare
-95
- 2.5%
$165.15 - $226.42 $15.7K - $21.5K
3.7K $637K
CRM
Salesforce, Inc.

Technology
-593
- 23.2%
$236.26 - $291.15 $140K - $173K
1.96K $535K
LLY
Eli Lilly & CO

Healthcare
-99
- 13.71%
$713.71 - $898.95 $70.7K - $89K
623 $485K
SPGI
S&P Global Inc.

Financial Services
-233
- 24.22%
$438.31 - $527.29 $102K - $123K
729 $384K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.55K
- 7.11%
$50.34 - $51.86 $78.2K - $80.5K
20.3K $1.04M
TSCO
Tractor Supply CO

Consumer Cyclical
-1.31K
- 25.27%
$47.86 - $55.77 $62.7K - $73.1K
3.87K $204K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.6K
- 20.19%
$50.09 - $51.09 $80K - $81.6K
6.32K $322K
COST
Costco Wholesale Corp

Consumer Defensive
-265
- 6.07%
$908.13 - $1056.85 $241K - $280K
4.1K $4.06M
ACN
Accenture PLC

Technology
-87
- 2.72%
$279.23 - $323.21 $24.3K - $28.1K
3.12K $931K
MA
Mastercard Inc

Financial Services
-114
- 15.41%
$479.92 - $590.74 $54.7K - $67.3K
626 $351K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-598
- 17.55%
$108.06 - $135.3 $64.6K - $80.9K
2.81K $380K
ADBE
Adobe Inc.

Technology
-93
- 14.74%
$340.0 - $420.68 $31.6K - $39.1K
538 $208K
EUSB
Ishares Tr Esg Advanced Total

Technology
-121
- 2.35%
$42.54 - $43.56 $5.15K - $5.27K
5.03K $219K
Linde PLC
-220
- 24.66%
N/A
672 $0
JPM
Jpmorgan Chase & CO

Financial Services
-235
- 11.3%
$210.28 - $289.91 $49.4K - $68.1K
1.85K $534K
NOW
Service Now, Inc.

Technology
-74
- 15.61%
$721.65 - $1040.18 $53.4K - $77K
400 $411K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-60
- 1.61%
$108.12 - $135.04 $6.49K - $8.1K
3.67K $494K
CSCO
Cisco Systems, Inc.

Technology
-94
- 1.15%
$53.19 - $69.38 $5K - $6.52K
8.05K $558K
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 0.68%
$496.48 - $617.85 $7.45K - $9.27K
2.2K $1.36M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.13K
- 2.36%
$25.93 - $32.91 $29.3K - $37.2K
46.7K $1.54M
GOOGL
Alphabet Inc.

Communication Services
-681
- 3.12%
$144.7 - $178.6 $98.5K - $122K
21.1K $3.72M
AMZN
Amazon Com Inc

Consumer Cyclical
-777
- 3.33%
$167.32 - $223.3 $130K - $174K
22.6K $4.95M
Activity Summary
Buys All Purchases 86 New Holdings 15 Increased Positions 71 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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