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, NVDA, ITOT, SPY, MSFT, and represent 23.25% of Cornell Pochily Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ITOT, NEE, PFE, AVGO, JHSC, DGRO, MKC, IJH, HSY, AMAT.
- Started 11 new stock positions in VB, NEE, AMAT, HSY, D, MTB, GJUN, MKC, BF.B, KVUE. AVGO.
- Reduced shares in these 10 stocks: SJM, FHLC, CSCO, BA, ETN, BWA, BUD, INTC, TMP, ZBH.
- Sold out of its positions in BA, SJM.
- Cornell Pochily Investment Advisors was a net buyer of stock by $6.3M.
- Cornell Pochily Investment Advisors has $288M in assets under management (AUM), dropping by 9.50%.
- Central Index Key (CIK): 0001736260
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Portfolio Holdings for Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors holds 175 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.7 | $25M | 108k | 233.00 |
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| NVIDIA Corporation (NVDA) | 4.4 | $13M | 104k | 121.44 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.7 | $11M | +9% | 86k | 125.62 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.5 | $10M | 17k | 573.77 |
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| Microsoft Corporation (MSFT) | 3.0 | $8.6M | 20k | 430.31 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.9 | $8.3M | 12.00 | 691180.00 |
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| Tompkins Financial Corporation (TMP) | 2.2 | $6.2M | 107k | 57.79 |
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| Exxon Mobil Corporation (XOM) | 2.0 | $5.9M | 50k | 117.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $5.6M | 12k | 460.26 |
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| Abbvie (ABBV) | 1.9 | $5.4M | 27k | 197.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $4.9M | 30k | 167.19 |
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| Procter & Gamble Company (PG) | 1.7 | $4.9M | 28k | 173.20 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $4.8M | 9.8k | 488.06 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.6 | $4.6M | +7% | 74k | 62.69 |
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| Amazon (AMZN) | 1.5 | $4.4M | 24k | 186.33 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $4.0M | 7.0k | 576.83 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $4.0M | 6.4k | 618.58 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $3.8M | 29k | 128.20 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $3.4M | 16k | 210.86 |
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| Johnson & Johnson (JNJ) | 1.1 | $3.3M | 20k | 162.06 |
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| Caterpillar (CAT) | 1.1 | $3.3M | 8.4k | 391.13 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $3.1M | 27k | 116.96 |
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| Emerson Electric (EMR) | 1.1 | $3.1M | 29k | 109.37 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 1.1 | $3.1M | +10% | 23k | 131.91 |
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| Lowe's Companies (LOW) | 1.1 | $3.0M | 11k | 270.85 |
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| Costco Wholesale Corporation (COST) | 0.9 | $2.6M | 3.0k | 886.47 |
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| Verizon Communications (VZ) | 0.9 | $2.6M | 58k | 44.91 |
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| Amgen (AMGN) | 0.9 | $2.5M | 7.8k | 322.19 |
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| International Business Machines (IBM) | 0.9 | $2.5M | 11k | 221.08 |
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| Abbott Laboratories (ABT) | 0.9 | $2.5M | 22k | 114.01 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $2.4M | 25k | 96.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $2.4M | 12k | 198.07 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.4M | 14k | 165.85 |
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| Palo Alto Networks (PANW) | 0.8 | $2.2M | +3% | 6.6k | 341.80 |
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| Paychex (PAYX) | 0.7 | $2.1M | 16k | 134.19 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $2.0M | 17k | 115.30 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.7 | $2.0M | +4% | 80k | 25.10 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $1.9M | 20k | 95.75 |
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| Chevron Corporation (CVX) | 0.7 | $1.9M | -3% | 13k | 147.27 |
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| Visa Com Cl A (V) | 0.7 | $1.9M | 6.9k | 274.97 |
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| Qualcomm (QCOM) | 0.6 | $1.9M | 11k | 170.05 |
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| Ishares Tr Select Divid Etf (DVY) | 0.6 | $1.8M | 14k | 135.07 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.6 | $1.8M | 37k | 49.41 |
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| McDonald's Corporation (MCD) | 0.6 | $1.8M | 5.9k | 304.53 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $1.7M | +5% | 3.0k | 584.54 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $1.7M | 14k | 121.16 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.6 | $1.7M | +17% | 70k | 24.30 |
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| salesforce (CRM) | 0.6 | $1.7M | 6.1k | 273.73 |
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| WESCO International (WCC) | 0.6 | $1.6M | 9.6k | 167.98 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.6M | 5.7k | 283.16 |
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| At&t (T) | 0.5 | $1.6M | 72k | 22.00 |
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| Southern Company (SO) | 0.5 | $1.6M | 17k | 90.18 |
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| Cisco Systems (CSCO) | 0.5 | $1.5M | -13% | 29k | 53.22 |
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| Welltower Inc Com reit (WELL) | 0.5 | $1.5M | 12k | 128.03 |
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| Union Pacific Corporation (UNP) | 0.5 | $1.5M | 5.9k | 246.50 |
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| Deere & Company (DE) | 0.5 | $1.5M | 3.5k | 417.36 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.5 | $1.4M | +21% | 59k | 24.37 |
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| Constellation Brands Cl A (STZ) | 0.5 | $1.4M | +2% | 5.5k | 257.68 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.4M | 1.6k | 886.18 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $1.4M | +22% | 53k | 25.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.3M | +32% | 21k | 62.32 |
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| Coca-Cola Company (KO) | 0.4 | $1.3M | 18k | 71.86 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.4 | $1.3M | +7% | 47k | 26.97 |
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| Air Products & Chemicals (APD) | 0.4 | $1.2M | 4.2k | 297.73 |
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| Wec Energy Group (WEC) | 0.4 | $1.2M | 13k | 96.18 |
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| Booking Holdings (BKNG) | 0.4 | $1.2M | 282.00 | 4213.70 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $1.2M | 10k | 117.62 |
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| General Mills (GIS) | 0.4 | $1.1M | 15k | 73.85 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $1.1M | 2.1k | 528.16 |
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| Pepsi (PEP) | 0.4 | $1.1M | -2% | 6.6k | 170.06 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $1.1M | +7% | 47k | 23.51 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.1M | 2.9k | 383.88 |
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| Pfizer (PFE) | 0.4 | $1.0M | +136% | 35k | 28.94 |
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| American Tower Reit (AMT) | 0.4 | $1.0M | +7% | 4.4k | 232.57 |
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| Merck & Co (MRK) | 0.3 | $1.0M | -3% | 8.8k | 113.56 |
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| BlackRock (BLK) | 0.3 | $1.0M | -2% | 1.1k | 949.27 |
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| Starbucks Corporation (SBUX) | 0.3 | $984k | +2% | 10k | 97.49 |
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| Automatic Data Processing (ADP) | 0.3 | $970k | 3.5k | 276.73 |
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| Public Service Enterprise (PEG) | 0.3 | $926k | 10k | 89.21 |
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| Colgate-Palmolive Company (CL) | 0.3 | $918k | -4% | 8.8k | 103.80 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $908k | 9.5k | 95.95 |
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| Gilead Sciences (GILD) | 0.3 | $888k | -3% | 11k | 83.84 |
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| Tesla Motors (TSLA) | 0.3 | $866k | -2% | 3.3k | 261.59 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $857k | -3% | 47k | 18.10 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $851k | 6.0k | 142.28 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $848k | -8% | 1.6k | 527.74 |
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| Honeywell International (HON) | 0.3 | $845k | +5% | 4.1k | 206.70 |
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| Meta Platforms Cl A (META) | 0.3 | $821k | 1.4k | 572.38 |
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| Nextera Energy (NEE) | 0.3 | $765k | NEW | 9.0k | 84.53 |
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| Veeva Sys Cl A Com (VEEV) | 0.3 | $758k | 3.6k | 209.87 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $749k | 3.3k | 225.76 |
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| Bristol Myers Squibb (BMY) | 0.3 | $740k | +2% | 14k | 51.74 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $734k | 16k | 46.74 |
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| FirstEnergy (FE) | 0.2 | $714k | 16k | 44.35 |
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| John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.2 | $698k | +94% | 17k | 40.14 |
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| Consolidated Edison (ED) | 0.2 | $697k | 6.7k | 104.13 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $687k | 12k | 57.41 |
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| Oneok (OKE) | 0.2 | $686k | +9% | 7.5k | 91.13 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $682k | 8.1k | 84.53 |
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| Kellogg Company (K) | 0.2 | $675k | 8.4k | 80.71 |
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| Walt Disney Company (DIS) | 0.2 | $666k | 6.9k | 96.20 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $652k | 7.1k | 91.31 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $648k | +6% | 3.4k | 189.80 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $640k | 2.9k | 223.48 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $636k | 1.7k | 375.43 |
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| Us Bancorp Del Com New (USB) | 0.2 | $616k | 14k | 45.73 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $609k | +2% | 1.2k | 491.27 |
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| BorgWarner (BWA) | 0.2 | $605k | -21% | 17k | 36.29 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $603k | +31% | 3.1k | 197.17 |
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| Oracle Corporation (ORCL) | 0.2 | $588k | -2% | 3.5k | 170.40 |
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| Norfolk Southern (NSC) | 0.2 | $587k | +24% | 2.4k | 248.51 |
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| Intel Corporation (INTC) | 0.2 | $581k | -14% | 25k | 23.46 |
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| Zimmer Holdings (ZBH) | 0.2 | $572k | -12% | 5.3k | 107.95 |
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| Enbridge (ENB) | 0.2 | $570k | -3% | 14k | 40.61 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $569k | 7.3k | 78.05 |
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| Corning Incorporated (GLW) | 0.2 | $539k | 12k | 45.15 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $511k | 7.1k | 71.86 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $510k | +4% | 985.00 | 517.78 |
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| American Electric Power Company (AEP) | 0.2 | $498k | -5% | 4.9k | 102.61 |
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| L3harris Technologies (LHX) | 0.2 | $492k | 2.1k | 237.87 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $479k | 12k | 41.40 |
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| General Dynamics Corporation (GD) | 0.2 | $455k | 1.5k | 302.17 |
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| Broadcom (AVGO) | 0.2 | $447k | NEW | 2.6k | 172.47 |
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| Home Depot (HD) | 0.2 | $447k | 1.1k | 405.38 |
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| American Express Company (AXP) | 0.2 | $435k | 1.6k | 271.19 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $420k | -3% | 17k | 25.21 |
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| Fiserv (FI) | 0.1 | $411k | -2% | 2.3k | 179.65 |
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| Community Bank System (CBU) | 0.1 | $397k | 6.8k | 58.07 |
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| Enterprise Products Partners (EPD) | 0.1 | $389k | -3% | 13k | 29.11 |
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| TJX Companies (TJX) | 0.1 | $374k | 3.2k | 117.53 |
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| Cogent Communications Hldgs Com New (CCOI) | 0.1 | $373k | 4.9k | 75.92 |
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| Travelers Companies (TRV) | 0.1 | $351k | +2% | 1.5k | 234.12 |
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| Eaton Corp SHS (ETN) | 0.1 | $348k | -35% | 1.1k | 331.44 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $329k | -3% | 3.1k | 106.76 |
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| Mccormick &co Com Non Vtg (MKC) | 0.1 | $326k | NEW | 4.0k | 82.30 |
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| Hershey Company (HSY) | 0.1 | $314k | NEW | 1.6k | 191.78 |
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| Ge Aerospace Com New (GE) | 0.1 | $308k | 1.6k | 188.62 |
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| Servicenow (NOW) | 0.1 | $305k | 341.00 | 894.39 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $302k | 1.2k | 243.06 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $302k | 1.7k | 174.51 |
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| Applied Materials (AMAT) | 0.1 | $302k | NEW | 1.5k | 202.09 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $300k | 3.9k | 77.91 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $300k | -26% | 4.5k | 66.28 |
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| United Parcel Service CL B (UPS) | 0.1 | $300k | 2.2k | 136.34 |
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| NBT Ban (NBTB) | 0.1 | $298k | 6.7k | 44.23 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $295k | 4.0k | 73.67 |
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| Entergy Corporation (ETR) | 0.1 | $291k | 2.2k | 131.59 |
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| Wal-Mart Stores (WMT) | 0.1 | $282k | -2% | 3.5k | 80.76 |
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| Kraft Heinz (KHC) | 0.1 | $282k | 8.0k | 35.11 |
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| SYSCO Corporation (SYY) | 0.1 | $279k | 3.6k | 78.07 |
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| 3M Company (MMM) | 0.1 | $276k | 2.0k | 136.67 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $276k | 1.3k | 206.57 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $269k | -2% | 5.3k | 50.43 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $268k | 1.6k | 171.97 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $265k | 537.00 | 493.80 |
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| ConocoPhillips (COP) | 0.1 | $265k | -22% | 2.5k | 105.28 |
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| Biogen Idec (BIIB) | 0.1 | $259k | -2% | 1.3k | 193.84 |
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| Vici Pptys (VICI) | 0.1 | $250k | +7% | 7.5k | 33.31 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $250k | -49% | 3.4k | 72.80 |
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| Netflix (NFLX) | 0.1 | $248k | 350.00 | 709.27 |
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| Medtronic SHS (MDT) | 0.1 | $248k | -8% | 2.8k | 90.04 |
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| Altria (MO) | 0.1 | $246k | +5% | 4.8k | 51.04 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $246k | 1.5k | 166.82 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $245k | 1.8k | 139.46 |
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| Prudential Financial (PRU) | 0.1 | $241k | -2% | 2.0k | 121.10 |
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| Teradyne (TER) | 0.1 | $239k | -7% | 1.8k | 133.94 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.1 | $229k | NEW | 6.5k | 35.42 |
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| M&T Bank Corporation (MTB) | 0.1 | $228k | NEW | 1.3k | 178.11 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $219k | +2% | 2.8k | 79.42 |
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| FedEx Corporation (FDX) | 0.1 | $217k | 792.00 | 273.60 |
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| Kenvue (KVUE) | 0.1 | $215k | NEW | 9.3k | 23.13 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $210k | NEW | 4.3k | 49.20 |
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| Dominion Resources (D) | 0.1 | $205k | NEW | 3.6k | 57.80 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $203k | NEW | 855.00 | 237.26 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $202k | -5% | 2.0k | 98.80 |
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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 Q3 filed Oct. 15, 2024
- Cornell Pochily Investment Advisors 2024 Q2 filed July 17, 2024
- Cornell Pochily Investment Advisors 2024 Q2 restated filed July 17, 2024
- 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