W.H. Cornerstone Investments Inc. Purchases in Q1 2025

W.H. Cornerstone Investments Inc.

  • $142 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ATO
Atmos Energy Corp

Utilities
6.53K
New
$136.51 - $154.58 $892K - $1.01M
6.53K $1.01M
PPG
Ppg Industries Inc

Basic Materials
8.36K
New
$107.44 - $124.29 $899K - $1.04M
8.36K $914K
GIS
General Mills Inc

Consumer Defensive
15.1K
New
$57.56 - $65.3 $869K - $986K
15.1K $903K
V
Visa Inc.

Financial Services
2.11K
+ 54.57%
$306.92 - $362.71 $646K - $764K
5.97K $2.09M
ITW
Illinois Tool Works Inc

Industrials
3.49K
New
$244.9 - $274.48 $854K - $958K
3.49K $865K
DFSV
Dimensional ETF Tr Dimensional

ETFs
35K
+ 58.99%
$27.56 - $32.1 $964K - $1.12M
94.3K $2.66M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.37K
+ 7.93%
$79.17 - $82.04 $584K - $605K
100K $8.2M
XOM
Exxon Mobil Corp

Energy
4.27K
+ 63.57%
$105.44 - $118.93 $450K - $507K
11K $1.31M
MDT
Medtronic PLC

Healthcare
5.11K
+ 71.47%
$79.84 - $94.5 $408K - $483K
12.3K $1.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.81K
+ 6.16%
$77.7 - $78.94 $374K - $380K
83K $6.55M
SCHR
Schwab Intermediate Term Us Tr

ETFs
13.7K
+ 7.78%
$24.05 - $24.86 $329K - $340K
189K $4.71M
PSA
Public Storage

Real Estate
1.46K
+ 73.23%
$288.99 - $313.98 $421K - $458K
3.45K $1.03M
VEA
Vanguard Ftse Developed Market

ETFs
2.81K
+ 3.1%
$47.4 - $52.99 $133K - $149K
93.2K $4.74M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.3K
+ 21.17%
$25.35 - $27.46 $363K - $394K
82K $2.17M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.92K
New
$49.42 - $50.43 $391K - $399K
7.92K $395K
MCD
Mcdonalds Corp

Consumer Cyclical
1.18K
New
$279.74 - $321.29 $329K - $378K
1.18K $367K
LMT
Lockheed Martin Corp

Industrials
887
+ 66.59%
$423.19 - $506.29 $375K - $449K
2.22K $991K
MUB
Ishares National Muni Bond ETF

ETFs
3.12K
+ 37.28%
$104.71 - $107.69 $327K - $336K
11.5K $1.21M
AZO
Autozone Inc

Consumer Cyclical
68
+ 76.4%
$3193.96 - $3828.11 $217K - $260K
157 $598K
TMO
Thermo Fisher Scientific Inc.

Healthcare
748
+ 26.06%
$497.6 - $606.74 $372K - $454K
3.62K $1.8M
TMUS
T Mobile Us, Inc.

Communication Services
549
+ 17.75%
$211.3 - $272.83 $116K - $150K
3.64K $971K
GS
Goldman Sachs Group Inc

Financial Services
597
+ 38.97%
$524.81 - $672.19 $313K - $401K
2.13K $1.16M
FRT
Federal Realty Investment Trust

Real Estate
3.31K
+ 60.46%
$94.7 - $111.82 $313K - $370K
8.78K $859K
ACN
Accenture PLC

Technology
1.07K
+ 49.86%
$300.91 - $398.25 $321K - $425K
3.2K $999K
HD
Home Depot, Inc.

Consumer Cyclical
739
+ 52.79%
$347.25 - $424.87 $257K - $314K
2.14K $783K
AWK
American Water Works Company, Inc.

Utilities
1.55K
New
$121.01 - $149.31 $188K - $232K
1.55K $228K
CRM
Salesforce, Inc.

Technology
1.15K
+ 81.79%
$268.36 - $359.95 $309K - $414K
2.56K $685K
BNDX
Vanguard Total International B

ETFs
4.62K
+ 2.84%
$48.33 - $49.5 $223K - $229K
167K $8.17M
META
Meta Platforms, Inc.

Communication Services
331
+ 53.82%
$576.36 - $736.67 $191K - $244K
946 $545K
XLY
Select Sector Spdr Consumer Di

ETFs
977
+ 105.28%
$192.6 - $233.2 $188K - $228K
1.91K $376K
RSG
Republic Services, Inc.

Industrials
10
+ 0.29%
$200.09 - $242.16 $2K - $2.42K
3.4K $823K
ABT
Abbott Laboratories

Healthcare
22
+ 0.45%
$111.1 - $140.22 $2.44K - $3.08K
4.91K $651K
AFL
Aflac Inc

Financial Services
55
+ 0.53%
$100.99 - $111.19 $5.55K - $6.12K
10.5K $1.16M
BRO
Brown & Brown, Inc.

Financial Services
5
+ 0.14%
$100.54 - $124.4 $503 - $622
3.56K $442K
XLE
Energy Sector Spdr

ETFs
42
+ 0.51%
$85.7 - $93.96 $3.6K - $3.95K
8.31K $776K
ECL
Ecolab Inc.

Basic Materials
8
+ 0.26%
$229.72 - $269.82 $1.84K - $2.16K
3.13K $794K
AMGN
Amgen Inc

Healthcare
6
+ 0.6%
$258.59 - $327.36 $1.55K - $1.96K
1.01K $315K
CTAS
Cintas Corp

Industrials
4
+ 0.23%
$182.09 - $208.14 $728 - $833
1.73K $354K
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.05%
$137.61 - $149.68 $275 - $299
4.17K $608K
CSCO
Cisco Systems, Inc.

Technology
48
+ 0.59%
$58.74 - $64.87 $2.82K - $3.11K
8.14K $502K
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.5%
$286.85 - $318.64 $2.29K - $2.55K
1.62K $495K
VGIT
Vanguard Intermediate Term Tre

ETFs
7
+ 0.06%
$57.44 - $59.4 $402 - $416
11.8K $700K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.29%
$225.19 - $279.95 $1.35K - $1.68K
2.08K $510K
BDX
Becton Dickinson & CO

Healthcare
17
+ 0.45%
$222.79 - $249.08 $3.79K - $4.23K
3.8K $869K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.77K
+ 6.93%
$21.23 - $23.75 $58.7K - $65.7K
42.7K $918K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3
+ 0.15%
$100.59 - $103.47 $302 - $310
2.04K $211K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
175
+ 0.81%
$51.26 - $52.53 $8.97K - $9.19K
21.8K $1.13M
SUB
Ishares Short Term National Mu

ETFs
31
+ 0.38%
$105.3 - $106.24 $3.26K - $3.29K
8.24K $869K
Dimensional ETF Trust
1.57K
+ 3.5%
N/A
46.3K $0
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