W.H. Cornerstone Investments Inc. Portfolio Holdings

W.H. Cornerstone Investments Inc.

  • $141 Million
  • Q2 2024

W.H. Cornerstone Investments Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $141 Million distributed in 122 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 $12.7M, Microsoft Corp with a value of $6.84M, Vanguard Total International B with a value of $6.57M, Amazon Com Inc with a value of $6.18M, and Apple Inc. with a value of $6.13M.

Examining the 13F form we can see an increase of $2.38M in the current position value, from $139M to 141M.

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 $141 Million
ETFs: $66.6 Million
Technology: $17.3 Million
Consumer Defensive: $12.3 Million
Consumer Cyclical: $9.81 Million
Healthcare: $7.87 Million
Financial Services: $7.06 Million
Communication Services: $6.6 Million
Industrials: $4.18 Million
Other: $7.53 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 122
  • Current Value $141 Million
  • Prior Value $139 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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