W.H. Cornerstone Investments Inc. Portfolio Holdings

W.H. Cornerstone Investments Inc.

  • $147 Million
  • Q4 2024

W.H. Cornerstone Investments Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Million distributed in 118 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 $16.4M, Vanguard Total International B with a value of $7.98M, Vanguard Intermediate Term Cor with a value of $7.46M, Apple Inc. with a value of $7.22M, and Amazon Com Inc with a value of $6.33M.

Examining the 13F form we can see an decrease of $812K in the current position value, from $148M to 147M.

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 $147 Million
ETFs: $72.1 Million
Technology: $18.7 Million
Consumer Defensive: $12.3 Million
Consumer Cyclical: $10.6 Million
Communication Services: $7.46 Million
Financial Services: $6.95 Million
Healthcare: $6.62 Million
Basic Materials: $3.53 Million
Other: $8.73 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $147 Million
  • Prior Value $148 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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