W.H. Cornerstone Investments Inc. has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $148 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $16.5M, Vanguard Total International B with a value of $7.29M, Vanguard Intermediate Term Cor with a value of $6.91M, Apple Inc. with a value of $6.85M, and Microsoft Corp with a value of $6.51M.
Examining the 13F form we can see an increase of $6.94M in the current position value, from $141M to 148M.
W.H. Cornerstone Investments Inc. is based out at Kingston, MA
Below you can find more details about W.H. Cornerstone Investments Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$148 Million
ETFs: $70.7 Million
Technology: $18.5 Million
Consumer Defensive: $13 Million
Consumer Cyclical: $9.69 Million
Healthcare: $8.16 Million
Financial Services: $7.45 Million
Communication Services: $5.9 Million
Industrials: $3.61 Million
Other: $8.71 Million
Stock Holdings Table Market Cap. of $200 Billions or more
