W.H. Cornerstone Investments Inc. Purchases in Q2 2025

W.H. Cornerstone Investments Inc.

  • $152 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3.58K
+ 6.48%
$243.75 - $303.93 $871K - $1.09M
58.8K $17.9M
SCHO
Schwab Short Term Us Treasury

ETFs
81.6K
New
$24.19 - $24.45 $1.97M - $1.99M
81.6K $1.99M
MSFT
Microsoft Corp

Technology
2
+ 0.01%
$354.56 - $497.45 $709 - $995
14.4K $7.14M
VEA
Vanguard Ftse Developed Market

ETFs
4.86K
+ 5.21%
$45.65 - $57.01 $222K - $277K
98.1K $5.59M
EQIX
Equinix Inc

Real Estate
1.03K
New
$740.07 - $914.43 $760K - $939K
1.03K $816K
PG
Procter & Gamble CO

Consumer Defensive
5.14K
+ 54.96%
$157.66 - $172.39 $810K - $886K
14.5K $2.31M
NVDA
Nvidia Corp

Technology
2.97K
+ 65.12%
$94.31 - $157.99 $280K - $469K
7.52K $1.19M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.6K
+ 15.37%
$23.4 - $29.68 $295K - $374K
94.6K $2.81M
GS
Goldman Sachs Group Inc

Financial Services
259
+ 12.17%
$462.22 - $707.75 $120K - $183K
2.39K $1.69M
MDT
Medtronic PLC

Healthcare
5.39K
+ 43.99%
$80.68 - $88.86 $435K - $479K
17.6K $1.54M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.3K
New
$48.46 - $50.2 $402K - $417K
8.3K $412K
SCHR
Schwab Intermediate Term Us Tr

ETFs
12.2K
+ 6.42%
$24.54 - $25.07 $298K - $305K
202K $5.04M
TSLA
Tesla, Inc.

Consumer Cyclical
766
+ 50.13%
$221.86 - $362.89 $170K - $278K
2.29K $728K
PPG
Ppg Industries Inc

Basic Materials
2.32K
+ 27.75%
$91.66 - $115.04 $213K - $267K
10.7K $1.22M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
511
+ 15.98%
$376.48 - $440.65 $192K - $225K
3.71K $1.63M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.92K
New
$37.08 - $42.26 $257K - $292K
6.92K $286K
KLAC
Kla Corp

Technology
291
New
$576.53 - $902.94 $168K - $263K
291 $260K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.54K
+ 3.06%
$77.94 - $79.5 $198K - $202K
85.5K $6.8M
SCHW
Schwab Charles Corp

Financial Services
2.7K
New
$69.06 - $91.24 $186K - $246K
2.7K $246K
CHE
Chemed Corp

Healthcare
493
New
$486.93 - $619.21 $240K - $305K
493 $240K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 0.31%
$498.8 - $620.9 $5.99K - $7.45K
3.89K $2.41M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.66K
+ 3.88%
$24.21 - $29.47 $88.6K - $108K
98K $2.88M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.4K
+ 12.65%
$19.1 - $23.83 $103K - $129K
48.1K $1.15M
META
Meta Platforms, Inc.

Communication Services
99
+ 10.47%
$484.66 - $738.09 $48K - $73.1K
1.05K $771K
XLC
Select Sector Spdr Tr Communic

ETFs
1.98K
New
$86.13 - $108.53 $170K - $214K
1.98K $214K
MRVL
Marvell Technology, Inc.

Technology
2.76K
New
$49.38 - $79.97 $136K - $221K
2.76K $213K
XLK
Technology Sector Spdr

ETFs
837
New
$179.73 - $253.23 $150K - $212K
837 $211K
RMD
Resmed Inc

Healthcare
810
New
$204.54 - $258.0 $166K - $209K
810 $208K
EBAY
Ebay Inc

Consumer Cyclical
2.77K
New
$59.52 - $79.36 $165K - $220K
2.77K $206K
DHI
Horton D R Inc

Consumer Cyclical
1.56K
New
$115.1 - $129.63 $179K - $202K
1.56K $200K
INGR
Ingredion Inc

Consumer Defensive
1.29K
+ 14.66%
$123.22 - $140.95 $159K - $182K
10.1K $1.37M
ORCL
Oracle Corp

Technology
7
+ 0.32%
$122.82 - $218.63 $860 - $1.53K
2.22K $484K
ATO
Atmos Energy Corp

Utilities
1.09K
+ 16.73%
$145.06 - $162.66 $159K - $178K
7.63K $1.18M
INTU
Intuit Inc

Technology
10
+ 1.14%
$544.07 - $787.63 $5.44K - $7.88K
891 $701K
XOM
Exxon Mobil Corp

Energy
2.61K
+ 23.74%
$99.93 - $119.04 $260K - $310K
13.6K $1.46M
ETN
Eaton Corp PLC

Industrials
208
+ 21.4%
$246.52 - $356.99 $51.3K - $74.3K
1.18K $421K
WMT
Walmart Inc.

Consumer Defensive
73
+ 0.49%
$81.79 - $99.98 $5.97K - $7.3K
14.8K $1.45M
HD
Home Depot, Inc.

Consumer Cyclical
375
+ 17.53%
$335.24 - $380.78 $126K - $143K
2.51K $921K
AVGO
Broadcom Inc.

Technology
2
+ 0.16%
$146.29 - $275.65 $293 - $551
1.25K $343K
V
Visa Inc.

Financial Services
279
+ 4.68%
$308.27 - $373.31 $86K - $104K
6.24K $2.22M
IWB
Ishares Tr Russell 1000 ETF

ETFs
9
+ 0.25%
$272.36 - $339.57 $2.45K - $3.06K
3.61K $1.22M
EOG
Eog Resources Inc

Energy
1.61K
+ 18.32%
$104.61 - $129.97 $168K - $209K
10.4K $1.24M
ITW
Illinois Tool Works Inc

Industrials
467
+ 13.38%
$218.41 - $252.43 $102K - $118K
3.96K $978K
APD
Air Products & Chemicals, Inc.

Basic Materials
551
+ 14.08%
$248.61 - $294.96 $137K - $163K
4.46K $1.26M
LMT
Lockheed Martin Corp

Industrials
144
+ 6.49%
$430.82 - $486.45 $62K - $70K
2.36K $1.09M
AEP
American Electric Power CO Inc

Utilities
1.47K
+ 15.48%
$98.59 - $109.11 $145K - $160K
10.9K $1.14M
PSA
Public Storage

Real Estate
326
+ 9.45%
$266.31 - $309.77 $86.8K - $101K
3.78K $1.11M
CMCSA
Comcast Corp

Communication Services
2.38K
+ 14.1%
$32.84 - $36.72 $78K - $87.2K
19.2K $686K
DSI
Ishares Msci Kld 400 Social Et

ETFs
30
+ 0.84%
$91.62 - $116.16 $2.75K - $3.48K
3.61K $419K
Activity Summary
Buys All Purchases 86 New Holdings 15 Increased Positions 71 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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