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, MSFT, ITOT, TMP, and represent 20.97% of Cornell Pochily Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ETN, LHX, BND, BSV, WEC, TRV, AVGO, XBI, AMD, CVS.
- Started 15 new stock positions in ISRG, ATO, CVS, NOW, PRU, TRV, LHX, IJT, AVGO, GE. AMD, ETN, BND, BSV, XBI.
- Reduced shares in these 10 stocks: ABBV, ABT, TMP, AAPL, MRK, ALB, , , PFF, .
- Sold out of its positions in AES, ALB, Biosig Tech, GTLS, PFF, SPIB, SPMB, SPYG, SPTI, SABR. WMT.
- Cornell Pochily Investment Advisors was a net seller of stock by $-8.6M.
- Cornell Pochily Investment Advisors has $241M in assets under management (AUM), dropping by 5.15%.
- Central Index Key (CIK): 0001736260
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Portfolio Holdings for Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors holds 171 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.6 | $21M | -2% | 108k | 192.53 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.4 | $8.3M | 17k | 475.32 |
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| Microsoft Corporation (MSFT) | 3.2 | $7.7M | 20k | 376.06 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.9 | $7.0M | 67k | 105.23 |
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| Tompkins Financial Corporation (TMP) | 2.8 | $6.8M | -7% | 113k | 60.23 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.7 | $6.5M | 12.00 | 542625.00 |
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| NVIDIA Corporation (NVDA) | 2.0 | $4.8M | +3% | 9.8k | 495.27 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $4.7M | -3% | 47k | 99.98 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $4.5M | 13k | 356.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $4.5M | 32k | 140.93 |
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| Procter & Gamble Company (PG) | 1.7 | $4.1M | -3% | 28k | 146.54 |
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| Abbvie (ABBV) | 1.7 | $4.0M | -45% | 26k | 154.98 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $3.9M | 9.5k | 409.56 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.6 | $3.8M | 71k | 53.82 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.5 | $3.7M | -5% | 33k | 111.63 |
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| Amazon (AMZN) | 1.5 | $3.6M | 24k | 151.94 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $3.6M | 7.6k | 477.63 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $3.4M | 6.3k | 530.79 |
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| Johnson & Johnson (JNJ) | 1.4 | $3.3M | -4% | 21k | 156.74 |
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| Emerson Electric (EMR) | 1.2 | $2.8M | 29k | 97.33 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $2.8M | 26k | 108.25 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $2.7M | 16k | 170.11 |
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| Caterpillar (CAT) | 1.1 | $2.6M | +4% | 8.6k | 295.67 |
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| Lowe's Companies (LOW) | 1.0 | $2.5M | 11k | 222.56 |
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| Abbott Laboratories (ABT) | 1.0 | $2.3M | -50% | 21k | 110.07 |
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| Amgen (AMGN) | 0.9 | $2.2M | 7.7k | 288.03 |
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| Palo Alto Networks (PANW) | 0.9 | $2.1M | 7.1k | 294.88 |
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| Intel Corporation (INTC) | 0.9 | $2.1M | 41k | 50.25 |
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| Costco Wholesale Corporation (COST) | 0.8 | $2.0M | 3.1k | 660.15 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.8 | $2.0M | +9% | 19k | 104.10 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $2.0M | +3% | 23k | 84.87 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $2.0M | -3% | 12k | 170.41 |
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| Union Pacific Corporation (UNP) | 0.8 | $1.9M | -8% | 7.9k | 245.62 |
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| Verizon Communications (VZ) | 0.8 | $1.9M | +11% | 52k | 37.70 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.8 | $1.9M | 79k | 24.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.9M | 14k | 139.69 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.8 | $1.9M | -3% | 39k | 48.32 |
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| Chevron Corporation (CVX) | 0.7 | $1.8M | 12k | 149.16 |
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| Paychex (PAYX) | 0.7 | $1.8M | -3% | 15k | 119.12 |
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| International Business Machines (IBM) | 0.7 | $1.8M | -3% | 11k | 163.56 |
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| WESCO International (WCC) | 0.7 | $1.8M | -2% | 10k | 173.88 |
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| Visa Com Cl A (V) | 0.7 | $1.7M | 6.7k | 260.38 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $1.7M | -5% | 18k | 97.04 |
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| Ishares Tr Select Divid Etf (DVY) | 0.7 | $1.7M | -7% | 14k | 117.22 |
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| Cisco Systems (CSCO) | 0.7 | $1.6M | 32k | 50.52 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.7 | $1.6M | 68k | 23.90 |
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| McDonald's Corporation (MCD) | 0.7 | $1.6M | +2% | 5.4k | 296.53 |
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| Qualcomm (QCOM) | 0.7 | $1.6M | 11k | 144.63 |
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| salesforce (CRM) | 0.6 | $1.5M | 5.6k | 263.14 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $1.5M | -4% | 19k | 75.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.4M | -8% | 5.9k | 237.26 |
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| Deere & Company (DE) | 0.6 | $1.4M | 3.5k | 399.94 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.6 | $1.4M | 57k | 23.93 |
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| Constellation Brands Cl A (STZ) | 0.5 | $1.3M | -3% | 5.4k | 241.76 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $1.3M | 52k | 25.09 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $1.3M | -4% | 2.8k | 453.34 |
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| Gilead Sciences (GILD) | 0.5 | $1.2M | +12% | 15k | 81.01 |
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| At&t (T) | 0.5 | $1.2M | -4% | 70k | 16.78 |
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| Southern Company (SO) | 0.5 | $1.1M | 16k | 70.12 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.1M | -2% | 13k | 84.14 |
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| Welltower Inc Com reit (WELL) | 0.5 | $1.1M | 12k | 90.17 |
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| Pepsi (PEP) | 0.4 | $1.1M | -3% | 6.4k | 169.87 |
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| Booking Holdings (BKNG) | 0.4 | $1.0M | 291.00 | 3547.22 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.4 | $1.0M | +15% | 22k | 46.04 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $1.0M | +5% | 2.1k | 468.30 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.4 | $1.0M | 42k | 23.87 |
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| General Mills (GIS) | 0.4 | $996k | -7% | 15k | 65.14 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $995k | -14% | 9.8k | 102.00 |
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| Coca-Cola Company (KO) | 0.4 | $991k | 17k | 58.93 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $975k | +2% | 42k | 23.07 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.4 | $968k | -17% | 57k | 16.86 |
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| Wec Energy Group (WEC) | 0.4 | $961k | +39% | 11k | 84.17 |
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| Starbucks Corporation (SBUX) | 0.4 | $960k | 10k | 96.02 |
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| Merck & Co (MRK) | 0.4 | $946k | -31% | 8.7k | 109.03 |
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| Automatic Data Processing (ADP) | 0.4 | $895k | 3.8k | 232.97 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $879k | 2.8k | 310.90 |
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| Tesla Motors (TSLA) | 0.4 | $869k | 3.5k | 248.52 |
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| Honeywell International (HON) | 0.4 | $864k | -6% | 4.1k | 209.73 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $851k | 11k | 78.03 |
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| Zimmer Holdings (ZBH) | 0.4 | $850k | -11% | 7.0k | 121.71 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $816k | -4% | 11k | 76.13 |
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| BlackRock (BLK) | 0.3 | $795k | 979.00 | 812.34 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $795k | 8.9k | 89.81 |
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| BorgWarner (BWA) | 0.3 | $789k | -9% | 22k | 35.85 |
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| Eli Lilly & Co. (LLY) | 0.3 | $774k | 1.3k | 583.33 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $767k | -22% | 1.8k | 436.82 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $727k | 6.0k | 121.51 |
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| Public Service Enterprise (PEG) | 0.3 | $725k | 12k | 61.15 |
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| Air Products & Chemicals (APD) | 0.3 | $718k | -16% | 2.6k | 273.81 |
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| Veeva Sys Cl A Com (VEEV) | 0.3 | $714k | -7% | 3.7k | 192.52 |
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| Colgate-Palmolive Company (CL) | 0.3 | $712k | 8.9k | 79.71 |
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| American Tower Reit (AMT) | 0.3 | $711k | +7% | 3.3k | 215.94 |
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| Enbridge (ENB) | 0.3 | $692k | -12% | 19k | 36.02 |
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| Consolidated Edison (ED) | 0.3 | $645k | -5% | 7.1k | 90.98 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $644k | 2.8k | 227.37 |
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| FirstEnergy (FE) | 0.3 | $629k | -3% | 17k | 36.66 |
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| Walt Disney Company (DIS) | 0.3 | $625k | +3% | 6.9k | 90.30 |
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| Us Bancorp Del Com New (USB) | 0.3 | $620k | -16% | 14k | 43.28 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $605k | +5% | 3.1k | 192.51 |
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| Bristol Myers Squibb (BMY) | 0.3 | $604k | -7% | 12k | 51.31 |
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| Eaton Corp SHS (ETN) | 0.2 | $603k | NEW | 2.5k | 240.82 |
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| Dominion Resources (D) | 0.2 | $603k | -8% | 13k | 47.00 |
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| Nextera Energy (NEE) | 0.2 | $533k | -3% | 8.8k | 60.74 |
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| Meta Platforms Cl A (META) | 0.2 | $526k | 1.5k | 353.96 |
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| Cogent Communications Hldgs Com New (CCOI) | 0.2 | $494k | +21% | 6.5k | 76.07 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $493k | +2% | 12k | 40.25 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.2 | $489k | -5% | 20k | 24.91 |
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| Ishares Tr Ibonds Dec (IBMM) | 0.2 | $486k | 19k | 25.93 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.2 | $483k | 19k | 25.59 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.2 | $483k | 19k | 25.42 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.2 | $483k | 18k | 26.55 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.2 | $482k | 19k | 25.51 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $478k | -6% | 7.4k | 64.63 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $476k | 2.9k | 165.25 |
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| Kellogg Company (K) | 0.2 | $473k | -8% | 8.5k | 55.91 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $460k | 9.1k | 50.58 |
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| Boeing Company (BA) | 0.2 | $450k | 1.7k | 260.67 |
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| Norfolk Southern (NSC) | 0.2 | $448k | -10% | 1.9k | 236.47 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $445k | 746.00 | 596.60 |
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| Oneok (OKE) | 0.2 | $439k | -3% | 6.3k | 70.22 |
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| L3harris Technologies (LHX) | 0.2 | $436k | NEW | 2.1k | 210.62 |
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| General Dynamics Corporation (GD) | 0.2 | $413k | +4% | 1.6k | 259.72 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $410k | 1.4k | 303.38 |
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| Biogen Idec (BIIB) | 0.2 | $400k | 1.5k | 258.77 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $400k | 7.7k | 52.05 |
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| Home Depot (HD) | 0.2 | $387k | 1.1k | 346.79 |
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| Pfizer (PFE) | 0.2 | $385k | -12% | 13k | 28.79 |
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| American Electric Power Company (AEP) | 0.2 | $381k | -17% | 4.7k | 81.23 |
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| Medtronic SHS (MDT) | 0.2 | $373k | -26% | 4.5k | 82.39 |
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| Enterprise Products Partners (EPD) | 0.2 | $373k | -12% | 14k | 26.35 |
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| Corning Incorporated (GLW) | 0.2 | $371k | -22% | 12k | 30.45 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $370k | +18% | 1.3k | 277.23 |
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| Oracle Corporation (ORCL) | 0.2 | $369k | 3.5k | 105.43 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $364k | NEW | 5.0k | 73.56 |
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| Community Bank System (CBU) | 0.1 | $356k | 6.8k | 52.11 |
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| Fiserv (FI) | 0.1 | $356k | +2% | 2.7k | 132.84 |
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| Teradyne (TER) | 0.1 | $351k | -20% | 3.2k | 108.53 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $344k | -7% | 2.0k | 173.89 |
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| United Parcel Service CL B (UPS) | 0.1 | $342k | 2.2k | 157.25 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $325k | -14% | 6.6k | 49.20 |
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| 3M Company (MMM) | 0.1 | $311k | -23% | 2.8k | 109.33 |
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| Kraft Heinz (KHC) | 0.1 | $309k | -11% | 8.4k | 36.98 |
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| American Express Company (AXP) | 0.1 | $306k | 1.6k | 187.44 |
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| TJX Companies (TJX) | 0.1 | $298k | 3.2k | 93.81 |
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| Smucker J M Com New (SJM) | 0.1 | $296k | 2.3k | 126.38 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $288k | +4% | 3.0k | 95.20 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $283k | NEW | 3.7k | 77.04 |
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| NBT Ban (NBTB) | 0.1 | $281k | 6.7k | 41.91 |
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| Travelers Companies (TRV) | 0.1 | $269k | NEW | 1.4k | 190.49 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $267k | 1.7k | 158.06 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $260k | -34% | 3.9k | 67.35 |
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| Hershey Company (HSY) | 0.1 | $256k | 1.4k | 186.44 |
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| SYSCO Corporation (SYY) | 0.1 | $255k | -20% | 3.5k | 73.14 |
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| Broadcom (AVGO) | 0.1 | $254k | NEW | 227.00 | 1119.64 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $249k | 1.7k | 143.71 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $246k | -21% | 3.2k | 77.39 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $244k | 4.3k | 57.10 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $236k | 3.3k | 72.43 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $234k | NEW | 2.6k | 89.31 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $231k | 1.2k | 191.17 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $228k | 1.3k | 170.46 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $224k | 524.00 | 426.51 |
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| Entergy Corporation (ETR) | 0.1 | $223k | -11% | 2.2k | 101.20 |
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| Advanced Micro Devices (AMD) | 0.1 | $223k | NEW | 1.5k | 147.41 |
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| CVS Caremark Corporation (CVS) | 0.1 | $223k | NEW | 2.8k | 78.97 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $219k | NEW | 1.8k | 125.20 |
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| Servicenow (NOW) | 0.1 | $212k | NEW | 300.00 | 706.49 |
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| Prudential Financial (PRU) | 0.1 | $211k | NEW | 2.0k | 103.72 |
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| Atmos Energy Corporation (ATO) | 0.1 | $209k | NEW | 1.8k | 115.90 |
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| General Electric Com New (GE) | 0.1 | $208k | NEW | 1.6k | 127.67 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $208k | NEW | 615.00 | 337.36 |
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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 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
- Cornell Pochily Investment Advisors 2020 Q2 filed July 24, 2020