W.H. Cornerstone Investments Inc. Purchases in Q4 2024

W.H. Cornerstone Investments Inc.

  • $147 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
72
+ 1.73%
$48.33 - $49.08 $3.48K - $3.53K
4.24K $205K
Blackrock Inc
606
New
N/A
606 $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13
+ 0.64%
$100.24 - $101.35 $1.3K - $1.32K
2.04K $205K
VBR
Vanguard Small Cap Value ETF

ETFs
8
+ 0.58%
$197.36 - $217.3 $1.58K - $1.74K
1.38K $274K
CVX
Chevron Corp

Energy
66
+ 1.43%
$141.15 - $162.53 $9.32K - $10.7K
4.67K $676K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.13%
$176.42 - $186.91 $353 - $374
1.56K $277K
EUSB
Ishares Tr Esg Advanced Total

Technology
152
+ 2.99%
$42.39 - $44.29 $6.44K - $6.73K
5.24K $222K
ABT
Abbott Laboratories

Healthcare
23
+ 0.47%
$111.93 - $119.39 $2.57K - $2.75K
4.89K $552K
TIP
Ishares Tr Tips Bd ETF

ETFs
47
+ 2.47%
$106.33 - $110.69 $5K - $5.2K
1.95K $207K
BRO
Brown & Brown, Inc.

Financial Services
5
+ 0.14%
$100.93 - $113.42 $505 - $567
3.55K $362K
SYY
Sysco Corp

Consumer Defensive
76
+ 0.69%
$73.63 - $81.77 $5.6K - $6.21K
11.2K $853K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
184
+ 0.86%
$51.58 - $52.91 $9.49K - $9.74K
21.7K $1.12M
VNQ
Vanguard Specialized Funds Van

ETFs
45
+ 1.68%
$87.85 - $98.6 $3.95K - $4.44K
2.72K $242K
XOM
Exxon Mobil Corp

Energy
392
+ 6.2%
$105.51 - $125.37 $41.4K - $49.1K
6.71K $722K
EFG
Msci Eafe Growth ETF

ETFs
6
+ 0.29%
$96.83 - $106.88 $581 - $641
2.08K $201K
EFV
Msci Eafe Value ETF

ETFs
39
+ 0.8%
$51.78 - $57.15 $2.02K - $2.23K
4.92K $258K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.49K
+ 5.43%
$26.16 - $28.82 $91.2K - $101K
67.7K $1.77M
CTAS
Cintas Corp

Industrials
3
+ 0.17%
$182.7 - $226.47 $548 - $679
1.72K $314K
TGT
Target Corp

Consumer Defensive
21
+ 0.82%
$121.59 - $160.69 $2.55K - $3.37K
2.58K $348K
BDX
Becton Dickinson & CO

Healthcare
17
+ 0.45%
$220.02 - $243.75 $3.74K - $4.14K
3.78K $857K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.15K
+ 4.68%
$26.18 - $28.77 $56.3K - $61.9K
48.1K $1.28M
AMGN
Amgen Inc

Healthcare
7
+ 0.7%
$258.78 - $328.31 $1.81K - $2.3K
1.01K $262K
ADBE
Adobe Inc.

Technology
33
+ 3.18%
$437.39 - $552.96 $14.4K - $18.2K
1.07K $475K
ECL
Ecolab Inc.

Basic Materials
7
+ 0.22%
$234.32 - $261.43 $1.64K - $1.83K
3.13K $732K
AFL
Aflac Inc

Financial Services
47
+ 0.45%
$100.37 - $115.27 $4.72K - $5.42K
10.4K $1.08M
Dimensional ETF Trust
172
+ 0.39%
N/A
44.7K $0
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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