W.H. Cornerstone Investments Inc. Top Holdings and 13F Report (2025) About W.H. Cornerstone Investments Inc.Investment ActivityW.H. Cornerstone Investments Inc. has $149.79 million in total holdings as of December 31, 2024.W.H. Cornerstone Investments Inc. owns shares of 118 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 10.15% of the portfolio was purchased this quarter.About 4.27% of the portfolio was sold this quarter.This quarter, W.H. Cornerstone Investments Inc. has purchased 121 new stocks and bought additional shares in 68 stocks.W.H. Cornerstone Investments Inc. sold shares of 38 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $16,367,135Vanguard Total International Bond ETF $7,981,551Vanguard Intermediate-Term Corporate Bond ETF $7,463,313Apple $7,216,332Amazon.com $6,329,840 Largest New Holdings this Quarter T-Mobile US $682,789 HoldingBLACKROCK INC $621,365 HoldingFederal Realty Investment Trust $612,702 HoldingAmerican Express $599,641 HoldingHealth Care Select Sector SPDR Fund $573,274 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 92,299 shares (about $2.24M)Vanguard Total International Bond ETF 17,706 shares (about $868.48K)Vanguard Intermediate-Term Corporate Bond ETF 10,534 shares (about $845.56K)Schwab US Broad Market ETF 31,690 shares (about $719.36K)T-Mobile US 3,093 shares (about $682.79K) Largest Sales this Quarter Vanguard Total Bond Market ETF 15,400 shares (about $1.11M)Vanguard Total Stock Market ETF 1,910 shares (about $553.54K)Costco Wholesale 550 shares (about $503.95K)S&P Global 910 shares (about $453.10K)Chubb 1,369 shares (about $378.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofW.H. Cornerstone Investments Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$16,367,135$553,541 ▼-3.3%56,47510.9%ETFBNDXVanguard Total International Bond ETF$7,981,551$868,478 ▲12.2%162,7235.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,463,313$845,561 ▲12.8%92,9785.0%ETFAAPLApple$7,216,332$147,497 ▼-2.0%28,8174.8%Computer and TechnologyAMZNAmazon.com$6,329,840$208,640 ▼-3.2%28,8524.2%Retail/WholesaleMSFTMicrosoft$6,113,830$258,378 ▼-4.1%14,5054.1%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$6,096,491$136,518 ▲2.3%78,1504.1%ETFCOSTCostco Wholesale$5,089,010$503,953 ▼-9.0%5,5543.4%Retail/WholesaleGOOGLAlphabet$4,982,159$129,102 ▲2.7%26,3193.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,323,034$16,163 ▼-0.4%90,4022.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$4,267,722$2,241,939 ▲110.7%175,6992.8%ETFIVViShares Core S&P 500 ETF$2,299,858$8,241 ▲0.4%3,9071.5%ETFSPLGSPDR Portfolio S&P 500 ETF$1,927,697$48,120 ▼-2.4%27,9621.3%ETFDFSVDimensional US Small Cap Value ETF$1,826,031$126,229 ▼-6.5%59,3251.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,772,484$91,351 ▲5.4%67,6781.2%ETFPGProcter & Gamble$1,707,335$68,904 ▼-3.9%10,1841.1%Consumer StaplesSHWSherwin-Williams$1,643,973$260,058 ▲18.8%4,8361.1%Basic MaterialsIWBiShares Russell 1000 ETF$1,554,971$402,997 ▲35.0%4,8271.0%ETFTMOThermo Fisher Scientific$1,493,051$299,651 ▲25.1%2,8701.0%MedicalAVUVAvantis U.S. Small Cap Value ETF$1,458,200$106,184 ▲7.9%15,1061.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,444,011$15,317 ▼-1.0%3,3941.0%FinanceWMTWalmart$1,425,552$247,019 ▼-14.8%15,7781.0%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,325,768$3,517 ▲0.3%2,2620.9%FinanceDISVDimensional International Small Cap Value ETF$1,277,976$57,126 ▲4.7%48,0980.9%ETFINGRIngredion$1,263,589$281,164 ▲28.6%9,1860.8%Consumer StaplesVVisa$1,219,490$123,245 ▼-9.2%3,8590.8%Business ServicesAPDAir Products and Chemicals$1,157,914$67,004 ▼-5.5%3,9920.8%Basic MaterialsJNJJohnson & Johnson$1,144,016$67,108 ▼-5.5%7,9100.8%MedicalDFGRDimensional Global Real Estate ETF$1,142,316$4,393 ▲0.4%44,7270.8%ETFEOGEOG Resources$1,130,278$41,676 ▲3.8%9,2210.8%Oils/EnergyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,120,175$9,518 ▲0.9%21,6540.7%ETFAFLAflac$1,077,814$4,862 ▲0.5%10,4200.7%FinanceSPGIS&P Global$989,351$453,100 ▼-31.4%1,9870.7%Business ServicesCMCSAComcast$935,275$86,768 ▼-8.5%24,9210.6%Consumer DiscretionarySCHBSchwab US Broad Market ETF$906,066$719,359 ▲385.3%39,9150.6%ETFMUBiShares National Muni Bond ETF$892,717$43,688 ▲5.1%8,3780.6%ETFGSThe Goldman Sachs Group$877,464$404,939 ▲85.7%1,5320.6%FinanceSUBiShares Short-Term National Muni Bond ETF$865,554$41,242 ▲5.0%8,2060.6%ETFBDXBecton, Dickinson and Company$857,783$3,857 ▲0.5%3,7810.6%MedicalSYYSysco$853,738$5,811 ▲0.7%11,1660.6%Consumer StaplesNVDANVIDIA$834,834$425,944 ▲104.2%6,2170.6%Computer and TechnologyLOWLowe's Companies$830,606$299,077 ▼-26.5%3,3660.6%Retail/WholesaleACNAccenture$752,127$183,283 ▲32.2%2,1380.5%Computer and TechnologyTSCOTractor Supply$737,712$649,471 ▲736.0%13,9030.5%Retail/WholesaleECLEcolab$732,143$1,640 ▲0.2%3,1250.5%Basic MaterialsXOMExxon Mobil$721,959$42,164 ▲6.2%6,7120.5%Oils/EnergyVTEBVanguard Tax-Exempt Bond ETF$712,215$331,919 ▲87.3%14,2070.5%ETFXLEEnergy Select Sector SPDR Fund$708,488$3,940 ▼-0.6%8,2710.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$683,646$75,052 ▲12.3%11,7870.5%ETFTMUST-Mobile US$682,789$682,789 ▲New Holding3,0930.5%Computer and TechnologyRSGRepublic Services$682,425$9,255 ▲1.4%3,3920.5%Business ServicesCVXChevron$676,738$9,560 ▲1.4%4,6720.5%Oils/EnergyINTUIntuit$669,821$171,540 ▼-20.4%1,0660.4%Computer and TechnologyCBChubb$668,916$378,251 ▼-36.1%2,4210.4%FinanceLMTLockheed Martin$647,327$290,131 ▲81.2%1,3320.4%AerospaceNEENextEra Energy$642,059$294,289 ▲84.6%8,9560.4%UtilitiesLINDE PLC$624,724$163,718 ▼-20.8%1,4920.4%SHSBLACKROCK INC$621,365$621,365 ▲New Holding6060.4%COMFRTFederal Realty Investment Trust$612,702$612,702 ▲New Holding5,4730.4%FinanceUNHUnitedHealth Group$604,391$21,242 ▼-3.4%1,1950.4%MedicalLLYEli Lilly and Company$603,894$213,911 ▼-26.2%7820.4%MedicalAXPAmerican Express$599,641$599,641 ▲New Holding2,0200.4%FinancePSAPublic Storage$596,303$369,882 ▲163.4%1,9910.4%FinanceFDXFedEx$592,490$342,665 ▼-36.6%2,1060.4%TransportationAEPAmerican Electric Power$590,058$279,074 ▲89.7%6,3980.4%UtilitiesXLVHealth Care Select Sector SPDR Fund$573,274$573,274 ▲New Holding4,1670.4%ETFMDTMedtronic$570,827$289,887 ▲103.2%7,1460.4%MedicalABTAbbott Laboratories$552,992$2,602 ▲0.5%4,8890.4%MedicalHDHome Depot$544,523$174,636 ▲47.2%1,4000.4%Retail/WholesaleNOWServiceNow$543,842$79,509 ▼-12.8%5130.4%Computer and TechnologyTSLATesla$542,761$152,652 ▲39.1%1,3440.4%Auto/Tires/TrucksDHRDanaher$534,259$190,561 ▼-26.3%2,3270.4%Multi-Sector ConglomeratesTJXTJX Companies$509,461$100,877 ▲24.7%4,2170.3%Retail/WholesaleJPMJPMorgan Chase & Co.$497,152$79,103 ▼-13.7%2,0740.3%FinanceCSCOCisco Systems$478,987$6,867 ▼-1.4%8,0910.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$477,687$1,672 ▲0.4%3,7140.3%ETFADBEAdobe$475,808$14,674 ▲3.2%1,0700.3%Computer and TechnologyADPAutomatic Data Processing$472,620$2,634 ▲0.6%1,6150.3%Business ServicesCRMSalesforce$470,035$131,382 ▲38.8%1,4060.3%Computer and TechnologyCATCaterpillar$457,981$457,981 ▲New Holding1,2620.3%Industrial ProductsCHDChurch & Dwight$455,622$1,152 ▲0.3%4,3510.3%Consumer StaplesESGUiShares ESG Aware MSCI USA ETF$438,039$1,031 ▲0.2%3,4000.3%ManufacturingCLXClorox$415,989$3,086 ▲0.7%2,5610.3%Consumer StaplesBNDVanguard Total Bond Market ETF$405,559$1,107,377 ▼-73.2%5,6400.3%ETFKOCoca-Cola$398,089$65,622 ▼-14.2%6,3940.3%Consumer StaplesDSIiShares MSCI KLD 400 Social ETF$394,564$1,213 ▲0.3%3,5790.3%ETFMAMastercard$389,6040.0%7400.3%Business ServicesPEPPepsiCo$387,879$135,020 ▼-25.8%2,5510.3%Consumer StaplesMRVLMarvell Technology$381,321$6,296 ▼-1.6%3,4520.3%Computer and TechnologyORCLOracle$367,285$833 ▲0.2%2,2040.2%Computer and TechnologyBROBrown & Brown$362,273$510 ▲0.1%3,5510.2%FinanceMETAMeta Platforms$359,991$90,729 ▲33.7%6150.2%Computer and TechnologyTGTTarget$348,142$2,839 ▲0.8%2,5750.2%Retail/WholesaleETNEaton$346,804$7,301 ▼-2.1%1,0450.2%Industrial ProductsPHMPulteGroup$319,179$1,198 ▼-0.4%2,9310.2%ConstructionCTASCintas$314,630$548 ▲0.2%1,7220.2%Business ServicesGOOGAlphabet$296,840$11,805 ▲4.1%1,5590.2%Computer and TechnologyAVGOBroadcom$287,592$464 ▲0.2%1,2400.2%Computer and TechnologyAZOAutoZone$284,9780.0%890.2%Retail/WholesaleBRK.BBerkshire Hathaway$277,861$24,024 ▼-8.0%6130.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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