W.H. Cornerstone Investments Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$148M
Signature - Title
William Harris - President and CCO
Location
Kingston, MA
Summary
This page shows a list of all the recent 13F filings made by W.H. Cornerstone Investments Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. W.H. Cornerstone Investments Inc. reported 121 stock holdings with total value $148M as of Q3 2024. Top holdings included VTI, BNDX, VCIT, AAPL, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 121 $148M +$14.5M -$14.4M +$91.3K VTI, BNDX, VCIT, AAPL, MSFT 13F-HR 10/30/2024, 01:52 PM
Q2 2024 122 $141M +$10M -$10.7M -$706K VTI, MSFT, BNDX, AMZN, AAPL 13F-HR 7/17/2024, 01:31 PM
Q1 2024 131 $139M +$17.9M -$11.4M +$6.49M VTI, MSFT, AMZN, SPLG, BNDX 13F-HR 5/6/2024, 11:32 AM
Q4 2023 127 $126M +$22.1M -$18.7M +$3.31M VTI, SPLG, AAPL, MSFT, AMZN 13F-HR 2/6/2024, 01:59 PM
Q3 2023 127 $114M +$13.6M -$7.69M +$5.87M SPLG, AAPL, MSFT, AMZN, COST 13F-HR 10/24/2023, 12:50 PM
Q2 2023 119 $112M +$9.74M -$13.7M -$3.99M SPLG, AAPL, MSFT, AMZN, COST 13F-HR 7/12/2023, 12:06 PM
Q1 2023 129 $110M +$12.5M -$7.99M +$4.54M SPLG, AAPL, MSFT, ESGU, BND 13F-HR 4/17/2023, 01:30 PM
Q4 2022 128 $105M +$10.9M -$8.47M +$2.44M SPLG, AAPL, ESGU, MSFT, BND 13F-HR 2/1/2023, 06:49 PM
Q3 2022 118 $94.9M $0 $0 SPLG, AAPL, ESGU, MSFT, COST 13F-HR 11/9/2022, 01:28 PM