W.H. Cornerstone Investments Inc. Incresed Positions in Q4 2024

W.H. Cornerstone Investments Inc.

  • $147 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
682
+ 2.66%
$161.86 - $196.66 $110K - $134K
26.3K $4.98M
BNDX
Vanguard Total International B

ETFs
17.7K
+ 12.21%
$48.91 - $50.61 $866K - $896K
163K $7.98M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.5K
+ 12.78%
$80.13 - $83.77 $844K - $882K
93K $7.46M
GS
Goldman Sachs Group Inc

Financial Services
707
+ 85.7%
$486.1 - $608.57 $344K - $430K
1.53K $877K
NVDA
Nvidia Corp

Technology
3.17K
+ 104.17%
$117.0 - $148.88 $371K - $472K
6.22K $834K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.25K
+ 34.98%
$311.11 - $335.64 $389K - $420K
4.83K $1.56M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31.7K
+ 385.29%
$22.01 - $66.82 $697K - $2.12M
39.9K $906K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.62K
+ 87.28%
$49.79 - $51.14 $330K - $339K
14.2K $712K
PSA
Public Storage

Real Estate
1.24K
+ 163.36%
$289.33 - $360.21 $357K - $445K
1.99K $596K
TSLA
Tesla, Inc.

Consumer Cyclical
378
+ 39.13%
$213.65 - $479.86 $80.8K - $181K
1.34K $542K
TSCO
Tractor Supply CO

Consumer Cyclical
12.2K
+ 736.02%
$52.59 - $303.74 $644K - $3.72M
13.9K $737K
MDT
Medtronic PLC

Healthcare
3.63K
+ 103.18%
$79.61 - $92.24 $289K - $335K
7.15K $570K
AEP
American Electric Power CO Inc

Utilities
3.03K
+ 89.74%
$90.91 - $102.21 $275K - $309K
6.4K $590K
NEE
Nextera Energy Inc

Utilities
4.11K
+ 84.62%
$69.77 - $85.43 $286K - $351K
8.96K $642K
LMT
Lockheed Martin Corp

Industrials
597
+ 81.22%
$479.66 - $614.62 $286K - $367K
1.33K $647K
CRM
Salesforce, Inc.

Technology
393
+ 38.8%
$270.87 - $367.87 $106K - $145K
1.41K $470K
ACN
Accenture PLC

Technology
521
+ 32.22%
$343.9 - $376.86 $179K - $196K
2.14K $752K
HD
Home Depot, Inc.

Consumer Cyclical
449
+ 47.21%
$385.02 - $431.37 $173K - $194K
1.4K $544K
AVUV
American Centy ETF Tr Avantis

ETFs
1.1K
+ 7.85%
$94.37 - $106.41 $104K - $117K
15.1K $1.46M
TJX
Tjx Companies Inc

Consumer Cyclical
835
+ 24.69%
$112.15 - $127.2 $93.6K - $106K
4.22K $509K
META
Meta Platforms, Inc.

Communication Services
155
+ 33.7%
$554.08 - $632.68 $85.9K - $98.1K
615 $362K
SHW
Sherwin Williams CO

Basic Materials
765
+ 18.79%
$338.75 - $399.71 $259K - $306K
4.84K $1.64M
AVGO
Broadcom Inc.

Technology
2
+ 0.16%
$159.67 - $250.0 $319 - $500
1.24K $287K
TMO
Thermo Fisher Scientific Inc.

Healthcare
576
+ 25.11%
$501.29 - $612.85 $289K - $353K
2.87K $1.49M
IVV
Ishares Core S&P 500 ETF

ETFs
14
+ 0.36%
$570.51 - $610.59 $7.99K - $8.55K
3.91K $2.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.29K
+ 12.33%
$57.78 - $60.4 $74.8K - $78.2K
11.8K $683K
SCHR
Schwab Intermediate Term Us Tr

ETFs
92.3K
+ 110.67%
$24.19 - $50.58 $2.23M - $4.67M
176K $4.27M
GOOG
Alphabet Inc.

Communication Services
62
+ 4.14%
$163.08 - $198.16 $10.1K - $12.3K
1.56K $296K
EOG
Eog Resources Inc

Energy
340
+ 3.83%
$118.22 - $136.54 $40.2K - $46.4K
9.22K $1.13M
SUB
Ishares Short Term National Mu

ETFs
391
+ 5.0%
$104.94 - $106.2 $41K - $41.5K
8.21K $865K
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.27%
$567.81 - $607.81 $3.41K - $3.65K
2.26K $1.33M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.75K
+ 2.29%
$77.86 - $79.27 $136K - $139K
78.2K $6.1M
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.56%
$280.08 - $307.97 $2.52K - $2.77K
1.62K $472K
MUB
Ishares National Muni Bond ETF

ETFs
410
+ 5.15%
$105.78 - $108.7 $43.4K - $44.6K
8.38K $892K
ITOT
Ishares Core S&P Total U.S. St

ETFs
13
+ 0.35%
$124.26 - $134.12 $1.62K - $1.74K
3.71K $477K
RSG
Republic Services, Inc.

Industrials
46
+ 1.37%
$198.0 - $218.75 $9.11K - $10.1K
3.39K $682K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.24%
$124.61 - $133.96 $997 - $1.07K
3.4K $437K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
35
+ 0.98%
$62.07 - $66.61 $2.17K - $2.33K
3.61K $231K
DSI
Ishares Msci Kld 400 Social Et

ETFs
11
+ 0.31%
$107.41 - $115.71 $1.18K - $1.27K
3.58K $394K
CHD
Church & Dwight CO Inc

Consumer Defensive
11
+ 0.25%
$99.11 - $112.25 $1.09K - $1.23K
4.35K $455K
CLX
Clorox CO

Consumer Defensive
19
+ 0.75%
$156.51 - $169.74 $2.97K - $3.23K
2.56K $415K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13
+ 0.64%
$100.24 - $101.35 $1.3K - $1.32K
2.04K $205K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
72
+ 1.73%
$48.33 - $49.08 $3.48K - $3.53K
4.24K $205K
VBR
Vanguard Small Cap Value ETF

ETFs
8
+ 0.58%
$197.36 - $217.3 $1.58K - $1.74K
1.38K $274K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.13%
$176.42 - $186.91 $353 - $374
1.56K $277K
CVX
Chevron Corp

Energy
66
+ 1.43%
$141.15 - $162.53 $9.32K - $10.7K
4.67K $676K
TIP
Ishares Tr Tips Bd ETF

ETFs
47
+ 2.47%
$106.33 - $110.69 $5K - $5.2K
1.95K $207K
ABT
Abbott Laboratories

Healthcare
23
+ 0.47%
$111.93 - $119.39 $2.57K - $2.75K
4.89K $552K
EUSB
Ishares Tr Esg Advanced Total

Technology
152
+ 2.99%
$42.39 - $44.29 $6.44K - $6.73K
5.24K $222K
Activity Summary
Buys All Purchases 77 New Holdings 9 Increased Positions 68 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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