W.H. Cornerstone Investments Inc. Portfolio Holdings

W.H. Cornerstone Investments Inc.

  • $148 Million
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $148 Million
  • Prior Value $141 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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