W.H. Cornerstone Investments Inc. Reduced Holdings in Q1 2025

W.H. Cornerstone Investments Inc.

  • $142 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-5.5K
- 19.06%
$190.26 - $242.06 $1.05M - $1.33M
23.4K $4.44M
GOOGL
Alphabet Inc.

Communication Services
-4.51K
- 17.12%
$154.33 - $206.19 $695K - $929K
21.8K $3.37M
AVUV
American Centy ETF Tr Avantis

ETFs
-12.2K
- 81.05%
$84.95 - $100.62 $1.04M - $1.23M
2.86K $249K
VTI
Vanguard Total Stock Market Et

ETFs
-1.28K
- 2.26%
$271.18 - $303.12 $346K - $387K
55.2K $15.2M
COST
Costco Wholesale Corp

Consumer Defensive
-1.19K
- 21.44%
$890.62 - $1076.86 $1.06M - $1.28M
4.36K $4.13M
AAPL
Apple Inc.

Technology
-278
- 0.96%
$209.68 - $247.1 $58.3K - $68.7K
28.5K $6.34M
MSFT
Microsoft Corp

Technology
-154
- 1.06%
$375.39 - $447.2 $57.8K - $68.9K
14.4K $5.39M
SPGI
S&P Global Inc.

Financial Services
-1.03K
- 51.59%
$478.26 - $543.77 $490K - $557K
962 $488K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.23K
- 25.48%
$302.31 - $337.54 $372K - $415K
3.6K $1.1M
TSCO
Tractor Supply CO

Consumer Cyclical
-8.72K
- 62.72%
$51.66 - $57.94 $450K - $505K
5.18K $285K
NVDA
Nvidia Corp

Technology
-1.66K
- 26.72%
$106.98 - $149.43 $178K - $248K
4.56K $493K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.51K
- 45.81%
$49.25 - $50.66 $321K - $330K
7.7K $382K
CMCSA
Comcast Corp

Communication Services
-8.07K
- 32.38%
$33.19 - $38.23 $268K - $308K
16.9K $621K
ADBE
Adobe Inc.

Technology
-439
- 41.03%
$377.84 - $464.11 $166K - $204K
631 $242K
LOW
Lowes Companies Inc

Consumer Cyclical
-680
- 20.2%
$222.66 - $268.42 $151K - $183K
2.69K $626K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.35K
- 4.81%
$64.88 - $72.1 $87.3K - $97K
26.6K $1.75M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.51K
- 44.45%
$71.17 - $73.66 $178K - $185K
3.13K $230K
NOW
Service Now, Inc.

Technology
-39
- 7.6%
$783.83 - $1170.39 $30.6K - $45.6K
474 $377K
INTU
Intuit Inc

Technology
-185
- 17.35%
$555.63 - $630.23 $103K - $117K
881 $540K
WMT
Walmart Inc.

Consumer Defensive
-1K
- 6.35%
$84.5 - $105.05 $84.7K - $105K
14.8K $1.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-34
- 0.87%
$554.06 - $615.85 $18.8K - $20.9K
3.87K $2.18M
PG
Procter & Gamble CO

Consumer Defensive
-832
- 8.17%
$158.56 - $176.26 $132K - $147K
9.35K $1.59M
PEP
Pepsico Inc

Consumer Defensive
-666
- 26.11%
$142.64 - $156.42 $95K - $104K
1.89K $282K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-196
- 5.77%
$408.78 - $448.82 $80.1K - $88K
3.2K $1.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 2.21%
$551.42 - $612.93 $27.6K - $30.6K
2.21K $1.24M
UNH
Unitedhealth Group Inc

Healthcare
-200
- 16.74%
$461.52 - $548.18 $92.3K - $110K
995 $521K
ETN
Eaton Corp PLC

Industrials
-73
- 6.99%
$271.83 - $371.23 $19.8K - $27.1K
972 $264K
INGR
Ingredion Inc

Consumer Defensive
-368
- 4.01%
$125.6 - $137.36 $46.2K - $50.5K
8.82K $1.19M
TJX
Tjx Companies Inc

Consumer Cyclical
-391
- 9.27%
$112.81 - $126.16 $44.1K - $49.3K
3.83K $466K
SYY
Sysco Corp

Consumer Defensive
-162
- 1.45%
$70.0 - $77.13 $11.3K - $12.5K
11K $825K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-96
- 6.16%
$168.16 - $186.21 $16.1K - $17.9K
1.46K $249K
WTRG
Essential Utilities, Inc.

Utilities
-1.11K
- 16.24%
$33.49 - $40.57 $37.2K - $45K
5.73K $226K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-101
- 2.8%
$59.79 - $67.15 $6.04K - $6.78K
3.51K $212K
LLY
Eli Lilly & CO

Healthcare
-60
- 7.67%
$725.72 - $929.72 $43.5K - $55.8K
722 $596K
EOG
Eog Resources Inc

Energy
-439
- 4.76%
$120.54 - $138.05 $52.9K - $60.6K
8.78K $1.13M
APD
Air Products & Chemicals, Inc.

Basic Materials
-79
- 1.98%
$283.24 - $338.07 $22.4K - $26.7K
3.91K $1.15M
Linde PLC
-600
- 40.21%
N/A
892 $0
EUSB
Ishares Tr Esg Advanced Total

Technology
-86
- 1.64%
$42.05 - $43.43 $3.62K - $3.73K
5.15K $223K
EFV
Msci Eafe Value ETF

ETFs
-467
- 9.48%
$51.88 - $60.73 $24.2K - $28.4K
4.46K $262K
TIP
Ishares Tr Tips Bd ETF

ETFs
-14
- 0.72%
$106.22 - $111.09 $1.49K - $1.56K
1.93K $214K
CHD
Church & Dwight CO Inc

Consumer Defensive
-110
- 2.53%
$101.42 - $113.2 $11.2K - $12.5K
4.24K $466K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-53
- 8.65%
$442.66 - $534.52 $23.5K - $28.3K
560 $298K
KO
Coca Cola CO

Consumer Defensive
-440
- 6.88%
$60.81 - $72.32 $26.8K - $31.8K
5.95K $426K
DISV
Dimensional ETF Tr Dimensional

ETFs
-232
- 0.48%
$26.09 - $30.21 $6.05K - $7.01K
47.9K $1.39M
JNJ
Johnson & Johnson

Healthcare
-72
- 0.91%
$142.06 - $167.7 $10.2K - $12.1K
7.84K $1.3M
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 46 Reductions 46 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