W.H. Cornerstone Investments Inc. Top Holdings and 13F Report (2025) About W.H. Cornerstone Investments Inc.Investment ActivityW.H. Cornerstone Investments Inc. has $144.72 million in total holdings as of March 31, 2025.W.H. Cornerstone Investments Inc. owns shares of 110 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 9.59% of the portfolio was purchased this quarter.About 10.66% of the portfolio was sold this quarter.This quarter, W.H. Cornerstone Investments Inc. has purchased 118 new stocks and bought additional shares in 53 stocks.W.H. Cornerstone Investments Inc. sold shares of 46 stocks and completely divested from 15 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $15,171,003Vanguard Intermediate-Term Corporate Bond ETF $8,204,737Vanguard Total International Bond ETF $8,169,656Vanguard Short-Term Corporate Bond ETF $6,548,999Apple $6,339,467 Largest New Holdings this Quarter 049560105 - Atmos Energy $1,009,649 Holding693506107 - PPG Industries $914,641 Holding370334104 - General Mills $903,109 Holding452308109 - Illinois Tool Works $865,413 Holding46435G672 - iShares Core International Aggregate Bond ETF $395,721 Holding Largest Purchases this Quarter Atmos Energy 6,532 shares (about $1.01M)Dimensional US Small Cap Value ETF 34,996 shares (about $985.13K)PPG Industries 8,364 shares (about $914.64K)General Mills 15,105 shares (about $903.11K)Illinois Tool Works 3,489 shares (about $865.41K) Largest Sales this Quarter Costco Wholesale 1,191 shares (about $1.13M)Avantis U.S. Small Cap Value ETF 12,243 shares (about $1.07M)Amazon.com 5,499 shares (about $1.05M)Alphabet 4,506 shares (about $696.82K)S&P Global 1,025 shares (about $520.98K) 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$15,171,003$350,698 ▼-2.3%55,19910.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,204,737$602,819 ▲7.9%100,3515.7%ETFBNDXVanguard Total International Bond ETF$8,169,656$225,500 ▲2.8%167,3425.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,548,999$379,858 ▲6.2%82,9624.5%ETFAAPLApple$6,339,467$61,753 ▼-1.0%28,5394.4%Computer and TechnologyMSFTMicrosoft$5,387,269$57,811 ▼-1.1%14,3513.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,737,727$142,579 ▲3.1%93,2073.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$4,707,652$339,786 ▲7.8%189,3673.3%ETFAMZNAmazon.com$4,443,142$1,046,240 ▼-19.1%23,3533.1%Retail/WholesaleCOSTCostco Wholesale$4,126,661$1,126,485 ▼-21.4%4,3632.9%Retail/WholesaleGOOGLAlphabet$3,373,203$696,816 ▼-17.1%21,8132.3%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$2,655,126$985,134 ▲59.0%94,3211.8%ETFIVViShares Core S&P 500 ETF$2,176,111$19,103 ▼-0.9%3,8731.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$2,169,922$379,170 ▲21.2%82,0081.5%ETFVVisa$2,090,335$738,013 ▲54.6%5,9651.4%Business ServicesTMOThermo Fisher Scientific$1,800,406$372,223 ▲26.1%3,6181.2%MedicalSPLGSPDR Portfolio S&P 500 ETF$1,750,253$88,512 ▼-4.8%26,6161.2%ETFPGProcter & Gamble$1,593,687$141,782 ▼-8.2%9,3521.1%Consumer StaplesDISVDimensional International Small Cap Value ETF$1,393,848$6,756 ▼-0.5%47,8661.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,342,663$82,290 ▼-5.8%3,1980.9%FinanceXOMExxon Mobil$1,305,776$507,491 ▲63.6%10,9790.9%EnergyJNJJohnson & Johnson$1,299,850$11,940 ▼-0.9%7,8380.9%MedicalWMTWalmart$1,297,149$87,963 ▼-6.4%14,7760.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,237,236$27,966 ▼-2.2%2,2120.9%FinanceSHWSherwin-Williams$1,216,620$472,121 ▼-28.0%3,4840.8%Basic MaterialsDFGRDimensional Global Real Estate ETF$1,215,656$41,123 ▲3.5%46,2930.8%ETFMUBiShares National Muni Bond ETF$1,212,641$329,282 ▲37.3%11,5010.8%ETFINGRIngredion$1,192,324$49,759 ▼-4.0%8,8180.8%Consumer StaplesAFLAflac$1,164,672$6,115 ▲0.5%10,4750.8%FinanceGSThe Goldman Sachs Group$1,162,951$326,107 ▲39.0%2,1290.8%FinanceAPDAir Products and Chemicals$1,154,158$23,301 ▼-2.0%3,9130.8%Basic MaterialsEOGEOG Resources$1,126,196$56,297 ▼-4.8%8,7820.8%EnergyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,125,298$9,021 ▲0.8%21,8290.8%ETFIWBiShares Russell 1000 ETF$1,103,437$377,322 ▼-25.5%3,5970.8%ETFMDTMedtronic$1,101,060$458,917 ▲71.5%12,2530.8%MedicalAEPAmerican Electric Power$1,035,454$336,337 ▲48.1%9,4760.7%UtilitiesPSAPublic Storage$1,032,365$436,413 ▲73.2%3,4490.7%FinanceATOAtmos Energy$1,009,649$1,009,649 ▲New Holding6,5320.7%UtilitiesACNAccenture$999,776$332,635 ▲49.9%3,2040.7%Computer and TechnologyLMTLockheed Martin$991,070$396,160 ▲66.6%2,2190.7%AerospaceTMUST-Mobile US$971,333$146,420 ▲17.7%3,6420.7%Computer and TechnologySCHBSchwab US Broad Market ETF$918,930$59,553 ▲6.9%42,6810.6%ETFPPGPPG Industries$914,641$914,641 ▲New Holding8,3640.6%Basic MaterialsGISGeneral Mills$903,109$903,109 ▲New Holding15,1050.6%Consumer StaplesBDXBecton, Dickinson and Company$869,872$3,894 ▲0.4%3,7980.6%MedicalSUBiShares Short-Term National Muni Bond ETF$869,868$3,274 ▲0.4%8,2370.6%ETFITWIllinois Tool Works$865,413$865,413 ▲New Holding3,4890.6%IndustrialsFRTFederal Realty Investment Trust$859,095$323,701 ▲60.5%8,7820.6%FinanceSYYSysco$825,767$12,157 ▼-1.5%11,0040.6%Consumer StaplesRSGRepublic Services$823,717$2,421 ▲0.3%3,4020.6%Business ServicesECLEcolab$794,307$2,028 ▲0.3%3,1330.5%Basic MaterialsHDHome Depot$784,051$270,881 ▲52.8%2,1390.5%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$776,858$3,925 ▲0.5%8,3130.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$700,535$416 ▲0.1%11,7940.5%ETFCRMSalesforce$685,930$308,615 ▲81.8%2,5560.5%Computer and TechnologyABTAbbott Laboratories$651,440$2,918 ▲0.4%4,9110.5%MedicalLOWLowe's Companies$626,456$158,596 ▼-20.2%2,6860.4%Retail/WholesaleCMCSAComcast$621,846$297,750 ▼-32.4%16,8520.4%Consumer DiscretionaryXLVHealth Care Select Sector SPDR Fund$608,660$292 ▲0.0%4,1690.4%ETFAZOAutoZone$598,606$259,269 ▲76.4%1570.4%Retail/WholesaleLLYEli Lilly and Company$596,534$49,573 ▼-7.7%7220.4%MedicalBLACKROCK INC$576,613$2,840 ▲0.5%6090.4%COMMETAMeta Platforms$545,251$190,780 ▲53.8%9460.4%Computer and TechnologyINTUIntuit$540,719$113,545 ▼-17.4%8810.4%Computer and TechnologyUNHUnitedHealth Group$521,126$104,749 ▼-16.7%9950.4%MedicalJPMJPMorgan Chase & Co.$510,219$1,472 ▲0.3%2,0800.4%FinanceCSCOCisco Systems$502,264$2,962 ▲0.6%8,1390.3%Computer and TechnologyADPAutomatic Data Processing$495,887$2,444 ▲0.5%1,6230.3%Business ServicesNVDANVIDIA$493,827$180,037 ▼-26.7%4,5560.3%Computer and TechnologySPGIS&P Global$488,960$520,981 ▼-51.6%9620.3%Business ServicesCHDChurch & Dwight$466,846$12,109 ▼-2.5%4,2410.3%Consumer StaplesTJXTJX Companies$466,041$47,627 ▼-9.3%3,8260.3%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$454,466$1,342 ▲0.3%3,7250.3%ETFBROBrown & Brown$442,356$622 ▲0.1%3,5560.3%FinanceKOCoca-Cola$426,439$31,514 ▼-6.9%5,9540.3%Consumer StaplesLINDE PLC$415,495$279,481 ▼-40.2%8920.3%SHSESGUiShares ESG Aware MSCI USA ETF$415,447$975 ▲0.2%3,4080.3%ManufacturingMAMastercard$405,7450.0%7400.3%Business ServicesTSLATesla$395,996$47,685 ▲13.7%1,5280.3%Auto/Tires/TrucksIAGGiShares Core International Aggregate Bond ETF$395,721$395,721 ▲New Holding7,9160.3%ETFVTEBVanguard Tax-Exempt Bond ETF$382,007$322,912 ▼-45.8%7,6990.3%ETFCLXClorox$380,239$3,093 ▲0.8%2,5820.3%Consumer StaplesNOWServiceNow$377,370$31,049 ▼-7.6%4740.3%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$376,131$192,903 ▲105.3%1,9050.3%FinanceMCDMcDonald's$367,527$367,527 ▲New Holding1,1770.3%Retail/WholesaleDSIiShares ESG MSCI KLD 400 ETF$366,868$307 ▲0.1%3,5820.3%ETFCTASCintas$354,673$822 ▲0.2%1,7260.2%Business ServicesAMGNAmgen$315,700$1,870 ▲0.6%1,0130.2%MedicalORCLOracle$308,775$699 ▲0.2%2,2090.2%Computer and TechnologyBRK.BBerkshire Hathaway$298,245$28,227 ▼-8.6%5600.2%FinanceTSCOTractor Supply$285,559$480,431 ▼-62.7%5,1830.2%Retail/WholesalePEPPepsiCo$282,585$99,842 ▼-26.1%1,8850.2%Consumer StaplesTGTTarget$271,153$2,401 ▲0.9%2,5980.2%Retail/WholesaleETNEaton$264,219$19,844 ▼-7.0%9720.2%IndustrialsEFViShares MSCI EAFE Value ETF$262,673$27,523 ▼-9.5%4,4570.2%ETFVBRVanguard Small-Cap Value ETF$259,525$1,677 ▲0.7%1,3930.2%ETFQUALiShares MSCI USA Quality Factor ETF$249,768$16,401 ▼-6.2%1,4620.2%ETFAVUVAvantis U.S. Small Cap Value ETF$249,609$1,067,399 ▼-81.0%2,8630.2%ETFFIFiserv$247,9920.0%1,1230.2%Business ServicesADBEAdobe$242,007$168,369 ▼-41.0%6310.2%Computer and TechnologyShowing 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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