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, TMP, and represent 24.22% of Cornell Pochily Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: PANW, TMP, BLK, SPGI, SCHD, CGXU, CGNG, NEAR, IUSG, JEPI.
- Started 7 new stock positions in KTOS, CGNG, SPGI, BLK, NEAR, GTLS, JEPI.
- Reduced shares in these 10 stocks: BKNG, , AAPL, Ishares Tr ibnd dec24 etf, NVDA, , LMBS, ETN, AMAT, .
- Sold out of its positions in BUD, AMAT, BIIB, BlackRock, BKNG, BF.B, CCOI, D, Ishares Tr ibnd dec24 etf, KHC. XBI, TER, VB, ETN, MDT.
- Cornell Pochily Investment Advisors was a net seller of stock by $-1.9M.
- Cornell Pochily Investment Advisors has $286M in assets under management (AUM), dropping by -0.55%.
- Central Index Key (CIK): 0001736260
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Portfolio Holdings for Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors holds 167 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.2 | $27M | 106k | 250.42 |
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| NVIDIA Corporation (NVDA) | 4.7 | $14M | -3% | 100k | 134.29 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.8 | $11M | 85k | 128.62 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.5 | $10M | 17k | 586.07 |
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| Tompkins Financial Corporation (TMP) | 2.9 | $8.3M | +14% | 123k | 67.83 |
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| Microsoft Corporation (MSFT) | 2.9 | $8.3M | 20k | 421.50 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.9 | $8.2M | 12.00 | 680920.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $5.6M | 30k | 190.44 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $5.5M | 12k | 453.28 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $5.2M | -3% | 48k | 107.57 |
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| Amazon (AMZN) | 1.8 | $5.1M | 23k | 219.39 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $4.9M | 9.6k | 511.20 |
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| Abbvie (ABBV) | 1.7 | $4.8M | 27k | 177.70 |
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| Procter & Gamble Company (PG) | 1.6 | $4.7M | 28k | 167.65 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.6 | $4.7M | +2% | 76k | 61.34 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $4.2M | 7.1k | 588.68 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $3.9M | 16k | 239.71 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $3.8M | 29k | 127.59 |
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| Emerson Electric (EMR) | 1.2 | $3.5M | 29k | 123.93 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 1.2 | $3.5M | +7% | 25k | 139.35 |
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| Thermo Fisher Scientific (TMO) | 1.2 | $3.3M | 6.4k | 520.23 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $3.1M | 27k | 115.22 |
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| Caterpillar (CAT) | 1.1 | $3.1M | 8.4k | 362.75 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.9M | 20k | 144.62 |
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| Lowe's Companies (LOW) | 1.0 | $2.7M | 11k | 246.80 |
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| Costco Wholesale Corporation (COST) | 0.9 | $2.7M | 3.0k | 916.41 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.7M | 14k | 189.30 |
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| International Business Machines (IBM) | 0.9 | $2.4M | 11k | 219.83 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $2.4M | 12k | 195.83 |
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| Abbott Laboratories (ABT) | 0.8 | $2.4M | 21k | 113.11 |
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| Palo Alto Networks (PANW) | 0.8 | $2.4M | +99% | 13k | 181.96 |
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| Verizon Communications (VZ) | 0.8 | $2.4M | 59k | 39.99 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $2.3M | 25k | 92.73 |
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| Paychex (PAYX) | 0.8 | $2.2M | 16k | 140.22 |
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| Visa Com Cl A (V) | 0.8 | $2.2M | 6.8k | 316.03 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.7 | $2.0M | 81k | 25.05 |
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| salesforce (CRM) | 0.7 | $2.0M | 6.0k | 334.33 |
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| Amgen (AMGN) | 0.7 | $2.0M | 7.7k | 260.64 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $2.0M | -2% | 19k | 101.53 |
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| Chevron Corporation (CVX) | 0.7 | $1.9M | 13k | 144.84 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $1.9M | 18k | 107.74 |
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| Ishares Tr Select Divid Etf (DVY) | 0.6 | $1.8M | 14k | 131.29 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.6 | $1.8M | +5% | 73k | 24.07 |
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| WESCO International (WCC) | 0.6 | $1.7M | 9.5k | 180.96 |
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| McDonald's Corporation (MCD) | 0.6 | $1.7M | 5.9k | 289.88 |
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| Qualcomm (QCOM) | 0.6 | $1.7M | 11k | 153.62 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $1.7M | 14k | 115.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.7M | 5.7k | 289.82 |
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| At&t (T) | 0.6 | $1.6M | 72k | 22.77 |
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| Cisco Systems (CSCO) | 0.6 | $1.6M | -5% | 27k | 59.20 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.5M | +16% | 25k | 62.31 |
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| Southern Company (SO) | 0.5 | $1.5M | +4% | 18k | 82.32 |
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| Deere & Company (DE) | 0.5 | $1.5M | 3.5k | 423.75 |
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| Tesla Motors (TSLA) | 0.5 | $1.5M | +9% | 3.6k | 403.78 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.5 | $1.4M | 60k | 23.95 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.5 | $1.4M | -20% | 30k | 48.67 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.5 | $1.4M | +23% | 57k | 24.67 |
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| Welltower Inc Com reit (WELL) | 0.5 | $1.4M | -4% | 11k | 126.03 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $1.4M | -3% | 2.9k | 485.90 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $1.3M | 54k | 24.90 |
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| Union Pacific Corporation (UNP) | 0.5 | $1.3M | 5.9k | 228.02 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.2M | 1.6k | 771.82 |
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| Air Products & Chemicals (APD) | 0.4 | $1.2M | -2% | 4.1k | 290.03 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.2M | 2.9k | 410.42 |
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| Wec Energy Group (WEC) | 0.4 | $1.2M | -2% | 12k | 94.04 |
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| Constellation Brands Cl A (STZ) | 0.4 | $1.2M | -5% | 5.2k | 221.00 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $1.1M | 10k | 112.26 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $1.1M | +2% | 48k | 22.80 |
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| Coca-Cola Company (KO) | 0.4 | $1.1M | 18k | 62.26 |
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| General Mills (GIS) | 0.4 | $1.1M | +7% | 17k | 63.77 |
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| Automatic Data Processing (ADP) | 0.4 | $1.0M | 3.5k | 292.73 |
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| Blackrock (BLK) | 0.4 | $1.0M | NEW | 989.00 | 1025.42 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $986k | 2.1k | 469.20 |
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| Pepsi (PEP) | 0.3 | $985k | 6.5k | 152.05 |
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| Gilead Sciences (GILD) | 0.3 | $944k | -3% | 10k | 92.37 |
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| Merck & Co (MRK) | 0.3 | $937k | +6% | 9.4k | 99.48 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $920k | 9.5k | 96.53 |
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| Honeywell International (HON) | 0.3 | $914k | 4.0k | 225.86 |
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| John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.3 | $870k | +25% | 22k | 39.74 |
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| Public Service Enterprise (PEG) | 0.3 | $868k | 10k | 84.49 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $864k | +22% | 19k | 44.87 |
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| Bristol Myers Squibb (BMY) | 0.3 | $857k | +6% | 15k | 56.56 |
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| American Tower Reit (AMT) | 0.3 | $855k | +7% | 4.7k | 183.42 |
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| Meta Platforms Cl A (META) | 0.3 | $847k | 1.4k | 585.47 |
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| Pfizer (PFE) | 0.3 | $845k | -9% | 32k | 26.53 |
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| Starbucks Corporation (SBUX) | 0.3 | $841k | -8% | 9.2k | 91.25 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $840k | -2% | 1.6k | 538.84 |
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| Colgate-Palmolive Company (CL) | 0.3 | $805k | 8.9k | 90.91 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $767k | -2% | 5.9k | 131.04 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $766k | 3.3k | 232.55 |
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| Veeva Sys Cl A Com (VEEV) | 0.3 | $759k | 3.6k | 210.14 |
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| Walt Disney Company (DIS) | 0.3 | $745k | -3% | 6.7k | 111.36 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $711k | -15% | 40k | 17.70 |
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| Oneok (OKE) | 0.2 | $699k | -7% | 7.0k | 100.40 |
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| Nextera Energy (NEE) | 0.2 | $696k | +7% | 9.7k | 71.69 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $681k | 1.7k | 401.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $680k | +208% | 25k | 27.32 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $673k | +2% | 2.9k | 229.35 |
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| Kellogg Company (K) | 0.2 | $664k | 8.2k | 80.97 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $655k | +3% | 7.4k | 88.80 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $632k | 3.4k | 185.13 |
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| FirstEnergy (FE) | 0.2 | $629k | 16k | 39.78 |
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| Us Bancorp Del Com New (USB) | 0.2 | $626k | -2% | 13k | 47.83 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $608k | -6% | 1.2k | 521.96 |
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| Consolidated Edison (ED) | 0.2 | $604k | 6.8k | 89.23 |
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| Oracle Corporation (ORCL) | 0.2 | $575k | 3.5k | 166.64 |
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| Corning Incorporated (GLW) | 0.2 | $558k | 12k | 47.52 |
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| Enbridge (ENB) | 0.2 | $546k | -8% | 13k | 42.43 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $539k | 7.0k | 76.83 |
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| S&p Global (SPGI) | 0.2 | $537k | NEW | 1.1k | 498.19 |
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| Norfolk Southern (NSC) | 0.2 | $536k | -3% | 2.3k | 234.65 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $535k | -14% | 10k | 52.22 |
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| Broadcom (AVGO) | 0.2 | $523k | -13% | 2.3k | 231.89 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $516k | -11% | 2.7k | 190.88 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $512k | 7.3k | 70.28 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $503k | +14% | 1.1k | 444.68 |
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| American Express Company (AXP) | 0.2 | $476k | 1.6k | 296.81 |
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| Fiserv (FI) | 0.2 | $463k | 2.3k | 205.42 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $458k | 12k | 39.39 |
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| Zimmer Holdings (ZBH) | 0.2 | $443k | -20% | 4.2k | 105.63 |
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| American Electric Power Company (AEP) | 0.2 | $442k | 4.8k | 92.23 |
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| Home Depot (HD) | 0.1 | $429k | 1.1k | 388.88 |
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| Enterprise Products Partners (EPD) | 0.1 | $423k | 14k | 31.36 |
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| Community Bank System (CBU) | 0.1 | $422k | 6.8k | 61.68 |
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| BorgWarner (BWA) | 0.1 | $414k | -21% | 13k | 31.79 |
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| L3harris Technologies (LHX) | 0.1 | $402k | -7% | 1.9k | 210.28 |
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| TJX Companies (TJX) | 0.1 | $384k | 3.2k | 120.82 |
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| General Dynamics Corporation (GD) | 0.1 | $374k | -5% | 1.4k | 263.40 |
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| Servicenow (NOW) | 0.1 | $362k | 341.00 | 1060.12 |
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| Entergy Corporation (ETR) | 0.1 | $345k | +105% | 4.6k | 75.82 |
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| Travelers Companies (TRV) | 0.1 | $335k | -7% | 1.4k | 240.89 |
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| Mccormick &co Com Non Vtg (MKC) | 0.1 | $331k | +9% | 4.3k | 76.24 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $324k | +5% | 3.2k | 99.56 |
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| NBT Ban (NBTB) | 0.1 | $322k | 6.7k | 47.76 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $320k | 1.7k | 184.85 |
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| Wal-Mart Stores (WMT) | 0.1 | $313k | 3.5k | 90.36 |
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| Netflix (NFLX) | 0.1 | $308k | 346.00 | 891.32 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $292k | -2% | 1.2k | 242.13 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $283k | 537.00 | 526.57 |
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| Hershey Company (HSY) | 0.1 | $277k | 1.6k | 169.35 |
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| SYSCO Corporation (SYY) | 0.1 | $274k | 3.6k | 76.46 |
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| Vici Pptys (VICI) | 0.1 | $273k | +24% | 9.3k | 29.21 |
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| Ge Aerospace Com New (GE) | 0.1 | $272k | 1.6k | 166.75 |
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| United Parcel Service CL B (UPS) | 0.1 | $270k | -2% | 2.1k | 126.09 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $268k | 5.4k | 49.74 |
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| 3M Company (MMM) | 0.1 | $253k | -2% | 2.0k | 129.07 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $253k | 3.9k | 65.52 |
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| Capital Group New Geography SHS (CGNG) | 0.1 | $250k | NEW | 10k | 24.77 |
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| ConocoPhillips (COP) | 0.1 | $250k | 2.5k | 99.17 |
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| Altria (MO) | 0.1 | $242k | -3% | 4.6k | 52.29 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $241k | -7% | 1.5k | 166.16 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $239k | 4.0k | 59.73 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $238k | -4% | 1.3k | 187.51 |
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| M&T Bank Corporation (MTB) | 0.1 | $237k | 1.3k | 188.01 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $235k | NEW | 4.7k | 50.50 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $235k | 1.7k | 135.35 |
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| Kenvue (KVUE) | 0.1 | $233k | +17% | 11k | 21.35 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.1 | $232k | 6.5k | 36.00 |
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| FedEx Corporation (FDX) | 0.1 | $223k | 793.00 | 281.38 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $222k | -8% | 1.3k | 164.17 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $221k | 3.4k | 65.36 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $219k | NEW | 3.8k | 57.53 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $218k | 2.8k | 78.00 |
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| Prudential Financial (PRU) | 0.1 | $213k | -9% | 1.8k | 118.55 |
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| Kratos Defense &sec Solutio Com New (KTOS) | 0.1 | $207k | NEW | 7.8k | 26.39 |
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| Chart Industries (GTLS) | 0.1 | $205k | NEW | 1.1k | 190.84 |
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| Intel Corporation (INTC) | 0.0 | $48k | -2% | 24k | 2.01 |
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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 Q4 filed Jan. 22, 2025
- 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