HoldingsChannel.com
All Stocks Held By W.H. Cornerstone Investments Inc.
As of  03/31/2024, we find all stocks held by W.H. Cornerstone Investments Inc. to be as follows, presented in the table below with each row detailing each W.H. Cornerstone Investments Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-W.H. Cornerstone Investments Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by W.H. Cornerstone Investments Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 40,992 +11,544 $10,654
     VTI40,992+11,544$10,654
MICROSOFT CORP 15,221 -153 $6,404
     MSFT15,221-153$6,404
AMAZON COM INC 32,470 +187 $5,857
     AMZN32,470+187$5,857
SPDR SER TR (SPLG) 90,705 -31,383 $5,581
     SPLG90,705-31,383$5,581
VANGUARD CHARLOTTE FDS (BNDX) 105,669 +38,638 $5,198
     BNDX105,669+38,638$5,198
APPLE INC 29,304 -3,369 $5,025
     AAPL29,304-3,369$5,025
COSTCO WHSL CORP NEW 6,494 +10 $4,757
     COST6,494+10$4,757
VANGUARD SCOTTSDALE FDS (VCIT) 55,843 +24,620 $4,496
     VCIT55,843+24,620$4,496
VANGUARD SCOTTSDALE FDS (VCSH) 55,386 +17,211 $4,282
     VCSH55,386+17,211$4,282
ALPHABET INC 26,419 +254 $3,987
     GOOGL26,419+254$3,987
VANGUARD TAX MANAGED FDS (VEA) 57,899 +21,773 $2,905
     VEA57,899+21,773$2,905
SCHWAB STRATEGIC TR 55,337 +26,737 $2,714
     SCHR55,337+26,737$2,714
VANGUARD BD INDEX FDS (BND) 35,058 -6,104 $2,546
     BND35,058-6,104$2,546
DIMENSIONAL ETF TRUST (DFSV) 68,275 +29,279 $2,055
     DFSV68,275+29,279$2,055
ISHARES TR (IVV) 3,866 +12 $2,033
     IVV3,866+12$2,033
SPDR S&P 500 ETF TR (SPY) 2,926 +3 $1,530
     SPY2,926+3$1,530
S&P GLOBAL INC 3,517 -50 $1,496
     SPGI3,517-50$1,496
COMCAST CORP NEW 33,778 -2,586 $1,464
     CMCSA33,778-2,586$1,464
PROCTER AND GAMBLE CO 8,559 +48 $1,389
     PG8,559+48$1,389
LOWES COS INC 5,434 -280 $1,384
     LOW5,434-280$1,384
SPDR DOW JONES INDL AVERAGE (DIA) 3,402 +14 $1,353
     DIA3,402+14$1,353
JOHNSON & JOHNSON 8,361 -511 $1,323
     JNJ8,361-511$1,323
EOG RES INC 10,226 -1,904 $1,307
     EOG10,226-1,904$1,307
CHUBB LIMITED 4,879 +309 $1,264
     CB4,879+309$1,264
VISA INC 4,439 -156 $1,239
     V4,439-156$1,239
ISHARES TR (QUAL) 7,462 -2,758 $1,226
     QUAL7,462-2,758$1,226
THERMO FISHER SCIENTIFIC INC 2,101 +2 $1,221
     TMO2,101+2$1,221
FEDEX CORP 4,074 -182 $1,180
     FDX4,074-182$1,180
SHERWIN WILLIAMS CO 3,290 +7 $1,143
     SHW3,290+7$1,143
SELECT SECTOR SPDR TR (XLE) 12,065 -53 $1,139
     XLE12,065-53$1,139
ISHARES TR (EFV) 20,797 -7,805 $1,131
     EFV20,797-7,805$1,131
PIMCO ETF TR (MUNI) 21,236 +178 $1,114
     MUNI21,236+178$1,114
WALMART INC 18,404 +11,985 $1,107
     WMT18,404+11,985$1,107
AIR PRODS & CHEMS INC 4,313 -960 $1,045
     APD4,313-960$1,045
ISHARES TR (IWB) 3,559 -1,554 $1,025
     IWB3,559-1,554$1,025
DANAHER CORPORATION 4,031 +116 $1,007
     DHR4,031+116$1,007
ISHARES TR (EFG) 9,568 -3,477 $993
     EFG9,568-3,477$993
INGREDION INC 8,488 -156 $992
     INGR8,488-156$992
LINDE PLC 2,089 -43 $970
     LIN2,089-43$970
ELI LILLY & CO 1,213 +374 $944
     LLY1,213+374$944
BECTON DICKINSON & CO 3,741 +164 $926
     BDX3,741+164$926
DIMENSIONAL ETF TRUST (DISV) 33,472 +13,741 $910
     DISV33,472+13,741$910
ISHARES TR (SUB) 8,531 -1,624 $893
     SUB8,531-1,624$893
INTUIT 1,373 +576 $892
     INTU1,373+576$892
SYSCO CORP 10,976 +608 $891
     SYY10,976+608$891
DIMENSIONAL ETF TRUST (DFEM) 34,638 +11,756 $883
     DFEM34,638+11,756$883
AFLAC INC 10,269 +65 $882
     AFL10,269+65$882
UNITEDHEALTH GROUP INC 1,778 +174 $880
     UNH1,778+174$880
ISHARES TR (MUB) 7,850 -1,473 $845
     MUB7,850-1,473$845
SCHWAB STRATEGIC TR 17,867 -8,769 $822
     SCHZ17,867-8,769$822
ISHARES TR (IUSB) 16,727 -5,886 $763
     IUSB16,727-5,886$763
DIMENSIONAL ETF TRUST (DFGR) 29,733 +12,073 $759
     DFGR29,733+12,073$759
ISHARES TR (ESGU) 6,513 -1,074 $749
     ESGU6,513-1,074$749
ECOLAB INC 3,102 +4 $716
     ECL3,102+4$716
EXXON MOBIL CORP 6,023 +49 $700
     XOM6,023+49$700
WEST PHARMACEUTICAL SVSC INC 1,755 +7 $694
     WST1,755+7$694
CHEVRON CORP NEW 4,326 -57 $682
     CVX4,326-57$682
VANGUARD SCOTTSDALE FDS (VGIT) 11,613 +6 $680
     VGIT11,613+6$680
UNITED PARCEL SERVICE INC 4,344 -721 $646
     UPS4,344-721$646
REPUBLIC SVCS INC 3,327 +10 $637
     RSG3,327+10$637
PEPSICO INC 3,397 +69 $595
     PEP3,397+69$595
SCHWAB STRATEGIC TR 9,186 -755 $561
     SCHB9,186-755$561
ABBOTT LABS 4,847 +23 $551
     ABT4,847+23$551
ADOBE INC 1,090 +139 $550
     ADBE1,090+139$550
BLACKROCK INC 646 +2 $538
     BLK646+2$538
CVS HEALTH CORP 6,511 +2,478 $519
     CVS6,511+2,478$519
BALL CORP 7,525 +13 $507
     BALL7,525+13$507
EVERSOURCE ENERGY 8,313 -2,226 $497
     ES8,313-2,226$497
SERVICENOW INC 631 +631 $481
     NOW631+631$481
ISHARES INC (IEMG) 9,038 -3,604 $466
     IEMG9,038-3,604$466
TARGET CORP 2,624 +17 $465
     TGT2,624+17$465
PULTE GROUP INC 3,840 +650 $463
     PHM3,840+650$463
ACCENTURE PLC IRELAND 1,324 +310 $459
     ACN1,324+310$459
COCA COLA CO 7,383 UNCH $452
     KO7,383UNCH$452
CHURCH & DWIGHT CO INC 4,317 +2 $450
     CHD4,317+2$450
SCHLUMBERGER LTD 7,791 -4,723 $427
     SLB7,791-4,723$427
ISHARES TR (ITOT) 3,676 +9 $424
     ITOT3,676+9$424
CISCO SYS INC 8,281 +51 $413
     CSCO8,281+51$413
JPMORGAN CHASE & CO 2,025 +509 $406
     JPM2,025+509$406
CLOROX CO DEL 2,637 +21 $404
     CLX2,637+21$404
ISHARES TR (IYW) 2,950 -1,089 $398
     IYW2,950-1,089$398
AUTOMATIC DATA PROCESSING IN 1,591 +10 $397
     ADP1,591+10$397
ISHARES TR (USMV) 4,660 -1,733 $389
     USMV4,660-1,733$389
ESSENTIAL UTILS INC 10,438 +91 $387
     WTRG10,438+91$387
VANGUARD INDEX FDS (VNQ) 4,418 +37 $382
     VNQ4,418+37$382
VANGUARD MUN BD FDS (VTEB) 7,470 +38 $378
     VTEB7,470+38$378
ISHARES TR (DSI) 3,624 -48 $365
     DSI3,624-48$365
MASTERCARD INCORPORATED 754 +754 $363
     MA754+754$363
HOME DEPOT INC 944 +5 $362
     HD944+5$362
TJX COS INC NEW 3,549 +12 $360
     TJX3,549+12$360
PUBLIC STORAGE 1,237 -243 $359
     PSA1,237-243$359
ISHARES TR (TIP) 3,312 -1,108 $356
     TIP3,312-1,108$356
EATON CORP PLC 1,115 +1,115 $349
     ETN1,115+1,115$349
ISHARES TR (TFLO) 6,869 -3,264 $348
     TFLO6,869-3,264$348
MCDONALDS CORP 1,211 -301 $342
     MCD1,211-301$342
MCKESSON CORP 594 +80 $319
     MCK594+80$319
ISHARES TR (MBB) 3,432 -2,269 $317
     MBB3,432-2,269$317
BROWN & BROWN INC 3,537 +6 $310
     BRO3,537+6$310
SCHWAB CHARLES CORP 4,093 -77 $296
     SCHW4,093-77$296
CINTAS CORP 428 +1 $294
     CTAS428+1$294
PROLOGIS INC. 2,234 +14 $291
     PLD2,234+14$291
INVESCO EXCH TRD SLF IDX FD 13,987 -15,597 $286
     BSCP13,987-15,597$286
ISHARES TR (IVW) 3,379 -1,346 $285
     IVW3,379-1,346$285
INTEL CORP 6,401 +18 $283
     INTC6,401+18$283
AMERICAN WTR WKS CO INC NEW 2,295 +13 $281
     AWK2,295+13$281
BERKSHIRE HATHAWAY INC DEL      $280
     BRK.B666UNCH$280
SALESFORCE INC 921 -135 $277
     CRM921-135$277
ISHARES TR (IBTE) 11,549 -3,143 $276
     IBTE11,549-3,143$276
ORACLE CORP 2,186 +7 $275
     ORCL2,186+7$275
ISHARES TR (IBTG) 11,941 -3,264 $271
     IBTG11,941-3,264$271
INVESCO EXCH TRD SLF IDX FD 13,872 -12,040 $266
     BSCQ13,872-12,040$266
VANGUARD INDEX FDS (VBR) 1,363 +7 $261
     VBR1,363+7$261
D R HORTON INC 1,555 +1,555 $256
     DHI1,555+1,555$256
AMGEN INC 898 +7 $255
     AMGN898+7$255
AUTOZONE INC 80 +80 $252
     AZO80+80$252
ISHARES TR (IBTF) 10,839 -3,209 $252
     IBTF10,839-3,209$252
RTX CORPORATION 2,568 +15 $250
     RTX2,568+15$250
TRACTOR SUPPLY CO 953 +17 $249
     TSCO953+17$249
ALPHABET INC 1,617 UNCH $246
     GOOG1,617UNCH$246
ADVANCED DRAIN SYS INC DEL 1,388 +1,388 $239
     WMS1,388+1,388$239
INVESCO EXCH TRD SLF IDX FD 11,143 -14,476 $234
     BSCO11,143-14,476$234
EQUINIX INC 282 +1 $233
     EQIX282+1$233
DEERE & CO 548 -99 $225
     DE548-99$225
ISHARES TR (GOVT) 9,642 -3,573 $220
     GOVT9,642-3,573$220
MERCK & CO INC 1,670 -300 $220
     MRK1,670-300$220
KLA CORP 314 +314 $219
     KLAC314+314$219
SELECT SECTOR SPDR TR (XLC) 2,668 +2,668 $218
     XLC2,668+2,668$218
LOCKHEED MARTIN CORP 459 +3 $209
     LMT459+3$209
SELECT SECTOR SPDR TR (XLB) 2,226 +2,226 $207
     XLB2,226+2,226$207
SELECT SECTOR SPDR TR (XLK) 985 +985 $205
     XLK985+985$205
SELECT SECTOR SPDR TR (XLI) 1,613 +1,613 $203
     XLI1,613+1,613$203
HENRY JACK & ASSOC INC $0 (exited)
     JKHY0-1,521$0
NEXTERA ENERGY INC $0 (exited)
     NEE0-3,307$0
SPDR SER TR $0 (exited)
     SPSM0-5,258$0
ISHARES TR $0 (exited)
     STIP0-2,657$0
SKYWORKS SOLUTIONS INC $0 (exited)
     SWKS0-2,292$0
TESLA INC $0 (exited)
     TSLA0-835$0
JANUS DETROIT STR TR 0 -4,784 $0 (exited)
     VNLA0-4,784$0

See Summary: W.H. Cornerstone Investments Inc. Top Holdings
See Details: Top 10 Stocks Held By W.H. Cornerstone Investments Inc.

EntityShares/Amount
Change
Position Value
Change
NOW +631+$481
MA +754+$363
ETN +1,115+$349
DHI +1,555+$256
AZO +80+$252
WMS +1,388+$239
KLAC +314+$219
XLC +2,668+$218
XLB +2,226+$207
XLK +985+$205
EntityShares/Amount
Change
Position Value
Change
STIP -2,657-$262
SWKS -2,292-$258
JKHY -1,521-$248
VNLA -4,784-$231
SPSM -5,258-$222
TSLA -835-$207
NEE -3,307-$201
EntityShares/Amount
Change
Position Value
Change
BNDX +38,638+$1,889
DFSV +29,279+$919
SCHR +26,737+$1,292
VCIT +24,620+$1,958
VEA +21,773+$1,175
VCSH +17,211+$1,328
DISV +13,741+$401
DFGR +12,073+$300
WMT +11,985+$95
DFEM +11,756+$312
EntityShares/Amount
Change
Position Value
Change
SPLG -31,383-$1,244
BSCP -15,597-$319
BSCO -14,476-$301
BSCQ -12,040-$234
SCHZ -8,769-$420
EFV -7,805-$359
BND -6,104-$481
IUSB -5,886-$279
SLB -4,723-$224
Size ($ in 1000's)
At 03/31/2024: $138,753
At 12/31/2023: $126,144

W.H. Cornerstone Investments Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from W.H. Cornerstone Investments Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By W.H. Cornerstone Investments Inc. | www.HoldingsChannel.com

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