Cornell Pochily Investment Advisors
Latest statistics and disclosures from Cornell Pochily Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, NVDA, ITOT, MSFT, and represent 20.95% of Cornell Pochily Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH, ITOT, FHLC, IJR, PM, FDX, WMT, COP, MOAT, VZ.
- Started 5 new stock positions in FHLC, PM, COP, WMT, FDX.
- Reduced shares in these 10 stocks: UNP, IBMM, IBMQ, IBMP, IBMN, IBMO, IVV, VYM, BND, DGRO.
- Sold out of its positions in AMD, IBMO, IBMP, IBMQ, IBMN, IBMM, BSV, BND.
- Cornell Pochily Investment Advisors was a net seller of stock by $-4.5M.
- Cornell Pochily Investment Advisors has $252M in assets under management (AUM), dropping by 4.45%.
- Central Index Key (CIK): 0001736260
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Portfolio Holdings for Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors holds 168 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.3 | $18M | 107k | 171.48 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.6 | $9.1M | 17k | 523.08 |
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| NVIDIA Corporation (NVDA) | 3.5 | $8.8M | 9.8k | 903.56 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.3 | $8.3M | +7% | 72k | 115.30 |
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| Microsoft Corporation (MSFT) | 3.3 | $8.3M | -3% | 20k | 420.71 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.0 | $7.6M | 12.00 | 634440.00 |
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| Tompkins Financial Corporation (TMP) | 2.2 | $5.7M | 113k | 50.29 |
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| Exxon Mobil Corporation (XOM) | 2.2 | $5.5M | 47k | 116.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $5.2M | 13k | 420.52 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $4.7M | -2% | 31k | 152.26 |
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| Abbvie (ABBV) | 1.9 | $4.7M | 26k | 182.10 |
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| Procter & Gamble Company (PG) | 1.8 | $4.6M | 28k | 162.25 |
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| Amazon (AMZN) | 1.7 | $4.2M | 24k | 180.38 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $4.2M | 9.5k | 444.03 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.5 | $3.8M | -7% | 66k | 58.06 |
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| Thermo Fisher Scientific (TMO) | 1.5 | $3.7M | 6.4k | 581.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $3.5M | -11% | 6.7k | 525.70 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $3.5M | -10% | 29k | 120.99 |
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| Johnson & Johnson (JNJ) | 1.3 | $3.3M | 21k | 158.19 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $3.2M | 16k | 200.30 |
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| Emerson Electric (EMR) | 1.2 | $3.1M | -3% | 28k | 113.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $3.1M | +10% | 28k | 110.52 |
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| Caterpillar (CAT) | 1.2 | $3.1M | 8.5k | 366.45 |
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| Lowe's Companies (LOW) | 1.1 | $2.9M | 11k | 254.73 |
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| Abbott Laboratories (ABT) | 0.9 | $2.3M | -3% | 20k | 113.66 |
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| Verizon Communications (VZ) | 0.9 | $2.3M | +6% | 55k | 41.96 |
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| Amgen (AMGN) | 0.9 | $2.2M | +2% | 7.8k | 284.31 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.9 | $2.2M | +6% | 25k | 89.90 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.9 | $2.2M | -3% | 19k | 117.21 |
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| Costco Wholesale Corporation (COST) | 0.9 | $2.2M | -2% | 3.0k | 732.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $2.1M | 12k | 182.61 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.1M | +2% | 14k | 150.93 |
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| International Business Machines (IBM) | 0.8 | $2.1M | 11k | 190.96 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.8 | $1.9M | 78k | 24.81 |
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| Chevron Corporation (CVX) | 0.8 | $1.9M | 12k | 157.74 |
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| Qualcomm (QCOM) | 0.7 | $1.9M | 11k | 169.31 |
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| Paychex (PAYX) | 0.7 | $1.9M | 15k | 122.80 |
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| Visa Com Cl A (V) | 0.7 | $1.9M | 6.6k | 279.10 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.7 | $1.9M | 38k | 48.25 |
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| Palo Alto Networks (PANW) | 0.7 | $1.8M | -13% | 6.2k | 284.13 |
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| Intel Corporation (INTC) | 0.7 | $1.7M | -4% | 39k | 44.17 |
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| WESCO International (WCC) | 0.7 | $1.7M | 10k | 171.27 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $1.7M | 18k | 96.71 |
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| Ishares Tr Select Divid Etf (DVY) | 0.7 | $1.7M | -3% | 14k | 123.18 |
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| salesforce (CRM) | 0.7 | $1.7M | -2% | 5.5k | 301.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $1.7M | 20k | 84.44 |
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| Cisco Systems (CSCO) | 0.6 | $1.6M | 33k | 49.91 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.6 | $1.6M | 68k | 23.85 |
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| McDonald's Corporation (MCD) | 0.6 | $1.5M | 5.5k | 281.95 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.5M | 5.8k | 259.88 |
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| Constellation Brands Cl A (STZ) | 0.6 | $1.5M | 5.4k | 271.75 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.4M | -25% | 5.9k | 245.93 |
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| Deere & Company (DE) | 0.6 | $1.4M | 3.5k | 410.72 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.4M | +6% | 14k | 97.53 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.5 | $1.3M | 56k | 23.80 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $1.3M | 2.8k | 454.81 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $1.3M | 51k | 24.91 |
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| At&t (T) | 0.5 | $1.2M | 70k | 17.60 |
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| Pepsi (PEP) | 0.5 | $1.2M | +6% | 6.8k | 175.00 |
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| Merck & Co (MRK) | 0.5 | $1.2M | 8.8k | 131.94 |
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| Southern Company (SO) | 0.5 | $1.2M | 16k | 71.74 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.4 | $1.1M | +2% | 43k | 25.78 |
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| Welltower Inc Com reit (WELL) | 0.4 | $1.1M | -3% | 12k | 93.44 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $1.1M | +5% | 2.3k | 478.64 |
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| General Mills (GIS) | 0.4 | $1.1M | 15k | 69.97 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $1.1M | 9.6k | 110.21 |
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| Booking Holdings (BKNG) | 0.4 | $1.1M | 291.00 | 3628.35 |
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| Coca-Cola Company (KO) | 0.4 | $1.0M | 17k | 61.18 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.0M | 1.3k | 778.02 |
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| Wec Energy Group (WEC) | 0.4 | $1.0M | +8% | 12k | 82.12 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $976k | 2.8k | 344.24 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.4 | $965k | -2% | 56k | 17.32 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $949k | 42k | 22.82 |
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| Zimmer Holdings (ZBH) | 0.4 | $924k | 7.0k | 131.98 |
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| BlackRock (BLK) | 0.4 | $904k | +10% | 1.1k | 833.95 |
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| Automatic Data Processing (ADP) | 0.4 | $893k | -6% | 3.6k | 249.74 |
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| Starbucks Corporation (SBUX) | 0.3 | $881k | -3% | 9.6k | 91.39 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $854k | +2% | 9.1k | 93.71 |
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| Veeva Sys Cl A Com (VEEV) | 0.3 | $853k | 3.7k | 231.69 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $844k | 1.8k | 480.59 |
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| Walt Disney Company (DIS) | 0.3 | $830k | -2% | 6.8k | 122.36 |
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| Colgate-Palmolive Company (CL) | 0.3 | $795k | 8.8k | 90.05 |
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| Public Service Enterprise (PEG) | 0.3 | $782k | 12k | 66.78 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $774k | 6.0k | 129.35 |
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| BorgWarner (BWA) | 0.3 | $763k | 22k | 34.74 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $745k | -26% | 16k | 45.31 |
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| Eaton Corp SHS (ETN) | 0.3 | $719k | -8% | 2.3k | 312.68 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $717k | -17% | 8.9k | 80.63 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $691k | +5% | 3.3k | 208.27 |
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| American Tower Reit (AMT) | 0.3 | $682k | +4% | 3.5k | 197.57 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $677k | +734% | 11k | 60.74 |
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| Meta Platforms Cl A (META) | 0.3 | $658k | -8% | 1.4k | 485.69 |
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| Enbridge (ENB) | 0.3 | $650k | -6% | 18k | 36.18 |
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| Air Products & Chemicals (APD) | 0.3 | $648k | 2.7k | 242.29 |
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| Nextera Energy (NEE) | 0.3 | $641k | +14% | 10k | 63.91 |
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| FirstEnergy (FE) | 0.3 | $634k | -4% | 16k | 38.62 |
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| Consolidated Edison (ED) | 0.3 | $631k | 7.0k | 90.81 |
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| Us Bancorp Del Com New (USB) | 0.2 | $628k | 14k | 44.70 |
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| Honeywell International (HON) | 0.2 | $624k | -26% | 3.0k | 205.27 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $611k | -32% | 7.3k | 83.59 |
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| Tesla Motors (TSLA) | 0.2 | $601k | -2% | 3.4k | 175.76 |
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| Bristol Myers Squibb (BMY) | 0.2 | $600k | -6% | 11k | 54.23 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $569k | -7% | 2.6k | 218.44 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $516k | 2.9k | 179.11 |
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| Dominion Resources (D) | 0.2 | $510k | -19% | 10k | 49.19 |
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| Oneok (OKE) | 0.2 | $510k | 6.4k | 80.17 |
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| Norfolk Southern (NSC) | 0.2 | $483k | 1.9k | 254.89 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.2 | $479k | -2% | 19k | 25.05 |
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| Kellogg Company (K) | 0.2 | $477k | 8.3k | 57.29 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $469k | -4% | 12k | 40.05 |
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| General Dynamics Corporation (GD) | 0.2 | $461k | +2% | 1.6k | 282.57 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $461k | NEW | 6.6k | 69.77 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $456k | 1.4k | 337.06 |
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| Oracle Corporation (ORCL) | 0.2 | $446k | 3.6k | 125.61 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $443k | 7.7k | 57.62 |
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| L3harris Technologies (LHX) | 0.2 | $441k | 2.1k | 213.10 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $437k | -6% | 8.5k | 51.60 |
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| Home Depot (HD) | 0.2 | $429k | 1.1k | 383.60 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $428k | -4% | 7.0k | 60.78 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $422k | +12% | 836.00 | 504.60 |
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| Enterprise Products Partners (EPD) | 0.2 | $413k | 14k | 29.18 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $407k | +10% | 2.2k | 186.81 |
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| American Electric Power Company (AEP) | 0.2 | $405k | 4.7k | 86.10 |
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| Cogent Communications Hldgs Com New (CCOI) | 0.2 | $397k | -6% | 6.1k | 65.33 |
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| Corning Incorporated (GLW) | 0.2 | $396k | 12k | 32.96 |
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| Fiserv (FI) | 0.1 | $372k | -13% | 2.3k | 159.82 |
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| Pfizer (PFE) | 0.1 | $368k | 13k | 27.75 |
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| American Express Company (AXP) | 0.1 | $364k | -2% | 1.6k | 227.62 |
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| Teradyne (TER) | 0.1 | $346k | -4% | 3.1k | 112.83 |
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| United Parcel Service CL B (UPS) | 0.1 | $339k | +4% | 2.3k | 148.62 |
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| Community Bank System (CBU) | 0.1 | $328k | 6.8k | 48.03 |
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| Travelers Companies (TRV) | 0.1 | $326k | 1.4k | 230.14 |
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| TJX Companies (TJX) | 0.1 | $322k | 3.2k | 101.41 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $312k | 3.1k | 101.41 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $312k | -4% | 6.3k | 49.22 |
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| Biogen Idec (BIIB) | 0.1 | $311k | -6% | 1.4k | 215.63 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $306k | +34% | 4.4k | 69.99 |
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| Broadcom (AVGO) | 0.1 | $302k | 228.00 | 1323.61 |
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| Kraft Heinz (KHC) | 0.1 | $299k | -3% | 8.1k | 36.90 |
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| Smucker J M Com New (SJM) | 0.1 | $294k | 2.3k | 125.87 |
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| SYSCO Corporation (SYY) | 0.1 | $290k | +2% | 3.6k | 81.18 |
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| General Electric Com New (GE) | 0.1 | $286k | 1.6k | 175.50 |
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| Boeing Company (BA) | 0.1 | $286k | -14% | 1.5k | 193.00 |
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| Medtronic SHS (MDT) | 0.1 | $286k | -27% | 3.3k | 87.15 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $276k | +2% | 1.8k | 155.85 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $271k | +10% | 680.00 | 399.09 |
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| Hershey Company (HSY) | 0.1 | $267k | 1.4k | 194.50 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $261k | 3.9k | 67.75 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $259k | +2% | 537.00 | 481.57 |
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| CVS Caremark Corporation (CVS) | 0.1 | $259k | +15% | 3.2k | 79.76 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $253k | -2% | 1.6k | 153.77 |
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| Philip Morris International (PM) | 0.1 | $249k | NEW | 2.7k | 91.62 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $248k | 1.2k | 205.72 |
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| NBT Ban (NBTB) | 0.1 | $246k | 6.7k | 36.68 |
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| Prudential Financial (PRU) | 0.1 | $241k | 2.1k | 117.40 |
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| FedEx Corporation (FDX) | 0.1 | $235k | NEW | 812.00 | 289.81 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $235k | -4% | 3.0k | 77.31 |
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| Entergy Corporation (ETR) | 0.1 | $233k | 2.2k | 105.68 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $233k | 1.3k | 174.21 |
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| Servicenow (NOW) | 0.1 | $233k | 305.00 | 762.40 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $229k | 1.8k | 130.75 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $221k | +25% | 5.4k | 40.97 |
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| 3M Company (MMM) | 0.1 | $218k | -27% | 2.1k | 106.05 |
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| Atmos Energy Corporation (ATO) | 0.1 | $214k | 1.8k | 118.87 |
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| Wal-Mart Stores (WMT) | 0.1 | $211k | NEW | 3.5k | 60.17 |
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| ConocoPhillips (COP) | 0.1 | $209k | NEW | 1.6k | 127.28 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $207k | -16% | 2.2k | 94.87 |
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| Gilead Sciences (GILD) | 0.0 | $84k | -21% | 12k | 7.30 |
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Past Filings by Cornell Pochily Investment Advisors
SEC 13F filings are viewable for Cornell Pochily Investment Advisors going back to 2017
- Cornell Pochily Investment Advisors 2024 Q1 filed April 23, 2024
- Cornell Pochily Investment Advisors 2023 Q4 filed Jan. 18, 2024
- Cornell Pochily Investment Advisors 2023 Q3 filed Oct. 13, 2023
- Cornell Pochily Investment Advisors 2023 Q2 filed July 20, 2023
- Cornell Pochily Investment Advisors 2023 Q1 filed April 17, 2023
- Cornell Pochily Investment Advisors 2022 Q4 filed Feb. 1, 2023
- Cornell Pochily Investment Advisors 2022 Q3 filed Oct. 12, 2022
- Cornell Pochily Investment Advisors 2022 Q2 filed July 20, 2022
- Cornell Pochily Investment Advisors 2022 Q1 filed April 29, 2022
- Cornell Pochily Investment Advisors 2022 Q1 restated filed April 29, 2022
- Cornell Pochily Investment Advisors 2021 Q4 filed Jan. 19, 2022
- Cornell Pochily Investment Advisors 2021 Q3 filed Oct. 21, 2021
- Cornell Pochily Investment Advisors 2021 Q2 filed July 23, 2021
- Cornell Pochily Investment Advisors 2021 Q1 filed April 22, 2021
- Cornell Pochily Investment Advisors 2020 Q4 filed Feb. 1, 2021
- Cornell Pochily Investment Advisors 2020 Q3 filed Oct. 14, 2020