W.H. Cornerstone Investments Inc. Reduced Holdings in Q3 2025

W.H. Cornerstone Investments Inc.

  • $157 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-1.78K
- 75.45%
$410.74 - $499.21 $732K - $890K
580 $289K
BNDX
Vanguard Total International B

ETFs
-14.7K
- 14.02%
$49.0 - $49.51 $721K - $728K
90.2K $4.46M
HD
Home Depot, Inc.

Consumer Cyclical
-1.34K
- 53.46%
$357.4 - $423.42 $480K - $569K
1.17K $474K
INGR
Ingredion Inc

Consumer Defensive
-2.16K
- 21.36%
$121.01 - $138.21 $261K - $299K
7.95K $970K
ACN
Accenture PLC

Technology
-888
- 28.49%
$232.56 - $304.78 $207K - $271K
2.23K $549K
SUB
Ishares Short Term National Mu

ETFs
-3.5K
- 42.2%
$106.17 - $107.3 $371K - $375K
4.79K $511K
MUB
Ishares National Muni Bond ETF

ETFs
-3.49K
- 30.28%
$103.24 - $106.68 $360K - $372K
8.03K $855K
COST
Costco Wholesale Corp

Consumer Defensive
-62
- 1.51%
$915.95 - $994.57 $56.8K - $61.7K
4.04K $3.74M
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.8K
- 5.62%
$81.75 - $84.54 $392K - $406K
80.7K $6.78M
SHW
Sherwin Williams CO

Basic Materials
-885
- 25.37%
$330.88 - $375.23 $293K - $332K
2.6K $901K
V
Visa Inc.

Financial Services
-438
- 7.01%
$332.09 - $358.86 $145K - $157K
5.81K $1.98M
MSFT
Microsoft Corp

Technology
-1.02K
- 7.09%
$491.09 - $535.64 $499K - $545K
13.3K $6.91M
CMCSA
Comcast Corp

Communication Services
-2.75K
- 14.29%
$31.41 - $36.33 $86.3K - $99.8K
16.5K $517K
INTU
Intuit Inc

Technology
-91
- 10.21%
$646.03 - $807.39 $58.8K - $73.5K
800 $546K
GS
Goldman Sachs Group Inc

Financial Services
-447
- 18.72%
$696.56 - $806.32 $311K - $360K
1.94K $1.55M
TSLA
Tesla, Inc.

Consumer Cyclical
-970
- 42.28%
$293.94 - $444.72 $285K - $431K
1.32K $588K
EOG
Eog Resources Inc

Energy
-426
- 4.1%
$112.12 - $126.1 $47.8K - $53.7K
9.97K $1.12M
SPGI
S&P Global Inc.

Financial Services
-178
- 24.42%
$484.94 - $564.15 $86.3K - $100K
551 $268K
PSA
Public Storage

Real Estate
-330
- 8.74%
$271.94 - $298.09 $89.7K - $98.4K
3.45K $995K
CRM
Salesforce, Inc.

Technology
-27
- 1.38%
$231.66 - $273.65 $6.25K - $7.39K
1.94K $458K
RSG
Republic Services, Inc.

Industrials
-61
- 1.79%
$225.33 - $246.01 $13.7K - $15K
3.35K $768K
META
Meta Platforms, Inc.

Communication Services
-90
- 8.61%
$695.21 - $791.73 $62.6K - $71.3K
955 $701K
LOW
Lowes Companies Inc

Consumer Cyclical
-560
- 19.17%
$215.01 - $273.02 $120K - $153K
2.36K $593K
CHD
Church & Dwight CO Inc

Consumer Defensive
-192
- 4.52%
$85.84 - $99.09 $16.5K - $19K
4.06K $355K
TGT
Target Corp

Consumer Defensive
-320
- 12.3%
$86.56 - $107.43 $27.7K - $34.4K
2.28K $204K
TJX
Tjx Companies Inc

Consumer Cyclical
-811
- 20.6%
$121.35 - $144.54 $98.4K - $117K
3.13K $451K
KO
Coca Cola CO

Consumer Defensive
-102
- 1.7%
$65.67 - $71.67 $6.7K - $7.31K
5.89K $390K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-688
- 8.29%
$49.09 - $50.58 $33.8K - $34.8K
7.61K $384K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-57
- 10.18%
$459.11 - $506.91 $26.2K - $28.9K
503 $252K
ABT
Abbott Laboratories

Healthcare
-56
- 1.14%
$120.51 - $136.62 $6.75K - $7.65K
4.88K $653K
CLX
Clorox CO

Consumer Defensive
-182
- 6.99%
$117.67 - $131.43 $21.4K - $23.9K
2.42K $298K
CSCO
Cisco Systems, Inc.

Technology
-77
- 0.96%
$66.2 - $71.79 $5.1K - $5.53K
7.97K $545K
AWK
American Water Works Company, Inc.

Utilities
-83
- 5.01%
$135.05 - $147.0 $11.2K - $12.2K
1.57K $218K
ECL
Ecolab Inc.

Basic Materials
-68
- 2.16%
$259.39 - $285.47 $17.6K - $19.4K
3.07K $841K
Blackrock Inc
-98
- 14.89%
N/A
560 $0
AMGN
Amgen Inc

Healthcare
-12
- 1.18%
$271.18 - $309.22 $3.25K - $3.71K
1.01K $284K
WTRG
Essential Utilities, Inc.

Utilities
-84
- 1.46%
$36.73 - $39.9 $3.09K - $3.35K
5.68K $226K
XOM
Exxon Mobil Corp

Energy
-436
- 3.21%
$105.83 - $117.22 $46.1K - $51.1K
13.1K $1.48M
MDT
Medtronic PLC

Healthcare
-1.28K
- 7.23%
$87.67 - $95.74 $112K - $122K
16.4K $1.56M
BDX
Becton Dickinson & CO

Healthcare
-156
- 4.21%
$172.41 - $199.66 $26.9K - $31.1K
3.55K $663K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-38
- 1.05%
$115.96 - $125.95 $4.41K - $4.79K
3.57K $450K
WMT
Walmart Inc.

Consumer Defensive
-121
- 0.81%
$94.4 - $104.27 $11.4K - $12.6K
14.7K $1.52M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-64
- 1.77%
$339.37 - $366.46 $21.7K - $23.5K
3.54K $1.29M
JNJ
Johnson & Johnson

Healthcare
-74
- 0.94%
$155.17 - $185.42 $11.5K - $13.7K
7.82K $1.45M
GOOGL
Alphabet Inc.

Communication Services
-1.76K
- 8.31%
$174.36 - $254.72 $306K - $447K
19.4K $4.71M
AAPL
Apple Inc.

Technology
-385
- 1.35%
$202.38 - $256.87 $77.9K - $98.9K
28.2K $7.18M
Activity Summary
Buys All Purchases 62 New Holdings 5 Increased Positions 57 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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