Cornell Pochily Investment Advisors, Inc. Top Holdings and 13F Report (2024)

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About Cornell Pochily Investment Advisors, Inc.

Investment Activity

Cornell Pochily Investment Advisors, Inc. has $252.08 million in total holdings as of March 31, 2024.
Cornell Pochily Investment Advisors, Inc. owns shares of 168 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
Approximately 1.81% of the portfolio was purchased this quarter.
About 3.60% of the portfolio was sold this quarter.
This quarter, Cornell Pochily Investment Advisors, Inc. has purchased 171 new stocks and bought additional shares in 71 stocks.
Cornell Pochily Investment Advisors, Inc. sold shares of 80 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple: $18,294,406
SPDR S&P 500 ETF Trust: $9,097,871
NVIDIA: $8,842,211
iShares Core S&P Total U.S. Stock Market ETF: $8,306,240
Microsoft: $8,274,176

Largest New Holdings this Quarter

Fidelity MSCI Health Care Index ETF: $461,186 Holding
Philip Morris International: $248,932 Holding
FedEx: $235,324 Holding
Walmart: $211,243 Holding
ConocoPhillips: $208,866 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 9,808 shares (about $595.75K)
iShares Core S&P Total U.S. Stock Market ETF: 5,066 shares (about $584.11K)
Fidelity MSCI Health Care Index ETF: 6,610 shares (about $461.19K)
iShares Core S&P Small-Cap ETF: 2,781 shares (about $307.36K)
Philip Morris International: 2,717 shares (about $248.93K)

Largest Sales this Quarter

Union Pacific: 2,043 shares (about $502.43K)
iShares Core S&P 500 ETF: 837 shares (about $440.01K)
Vanguard High Dividend Yield ETF: 3,602 shares (about $435.80K)
iShares Core Dividend Growth ETF: 5,554 shares (about $322.47K)
Microsoft: 730 shares (about $307.12K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$18,294,406	$218,123 ▼	-1.2%	106,685	7.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$9,097,871	$19,877 ▼	-0.2%	17,393	3.6%	Finance
NVDA NVIDIA	$8,842,211	$16,264 ▲	0.2%	9,786	3.5%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$8,306,240	$584,112 ▲	7.6%	72,040	3.3%	ETF
MSFT Microsoft	$8,274,176	$307,121 ▼	-3.6%	19,667	3.3%	Computer and Technology
BRK.A Berkshire Hathaway	$7,613,280		0.0%	12	3.0%	Finance
TMP Tompkins Financial	$5,661,954	$28,665 ▼	-0.5%	112,586	2.2%	Finance
XOM Exxon Mobil	$5,511,172	$76,021 ▲	1.4%	47,412	2.2%	Oils/Energy
BRK.B Berkshire Hathaway	$5,245,146	$90,412 ▼	-1.7%	12,473	2.1%	Finance
GOOG Alphabet	$4,718,690	$122,569 ▼	-2.5%	30,991	1.9%	Computer and Technology
ABBV AbbVie	$4,692,514	$1,821 ▼	0.0%	25,769	1.9%	Medical
PG Procter & Gamble	$4,563,282	$32,937 ▲	0.7%	28,125	1.8%	Consumer Staples
AMZN Amazon.com	$4,248,129	$77,744 ▼	-1.8%	23,551	1.7%	Retail/Wholesale
QQQ Invesco QQQ	$4,203,161	$6,660 ▲	0.2%	9,466	1.7%	Finance
DGRO iShares Core Dividend Growth ETF	$3,803,105	$322,465 ▼	-7.8%	65,503	1.5%	ETF
TMO Thermo Fisher Scientific	$3,737,798	$55,797 ▲	1.5%	6,431	1.5%	Medical
IVV iShares Core S&P 500 ETF	$3,546,912	$440,013 ▼	-11.0%	6,747	1.4%	ETF
VYM Vanguard High Dividend Yield ETF	$3,544,832	$435,799 ▼	-10.9%	29,299	1.4%	ETF
JNJ Johnson & Johnson	$3,308,664	$27,208 ▼	-0.8%	20,916	1.3%	Medical
JPM JPMorgan Chase & Co.	$3,216,061	$35,854 ▲	1.1%	16,056	1.3%	Finance
EMR Emerson Electric	$3,133,592	$105,141 ▼	-3.2%	27,628	1.2%	Industrial Products
IJR iShares Core S&P Small-Cap ETF	$3,133,185	$307,361 ▲	10.9%	28,349	1.2%	ETF
CAT Caterpillar	$3,124,701	$43,974 ▼	-1.4%	8,527	1.2%	Industrial Products
LOW Lowe's Companies	$2,854,002	$2,293 ▼	-0.1%	11,204	1.1%	Retail/Wholesale
ABT Abbott Laboratories	$2,303,775	$84,904 ▼	-3.6%	20,269	0.9%	Medical
VZ Verizon Communications	$2,301,073	$134,817 ▲	6.2%	54,840	0.9%	Computer and Technology
AMGN Amgen	$2,231,531	$56,577 ▲	2.6%	7,849	0.9%	Medical
MOAT VanEck Morningstar Wide Moat ETF	$2,226,358	$143,749 ▲	6.9%	24,765	0.9%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$2,205,744	$70,911 ▼	-3.1%	18,819	0.9%	Manufacturing
COST Costco Wholesale	$2,187,257	$60,818 ▼	-2.7%	2,985	0.9%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$2,138,763	$39,444 ▲	1.9%	11,712	0.8%	ETF
GOOGL Alphabet	$2,121,321	$47,241 ▲	2.3%	14,055	0.8%	Computer and Technology
IBM International Business Machines	$2,061,614	$2,292 ▲	0.1%	10,796	0.8%	Computer and Technology
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$1,929,517	$19,203 ▼	-1.0%	77,772	0.8%	ETF
CVX Chevron	$1,903,659	$946 ▲	0.0%	12,068	0.8%	Oils/Energy
QCOM QUALCOMM	$1,872,030	$7,788 ▼	-0.4%	11,057	0.7%	Computer and Technology
PAYX Paychex	$1,856,122	$24,314 ▲	1.3%	15,115	0.7%	Business Services
V Visa	$1,853,191	$22,328 ▼	-1.2%	6,640	0.7%	Business Services
LMBS First Trust Low Duration Opportunities ETF	$1,851,337	$22,629 ▼	-1.2%	38,370	0.7%	Manufacturing
PANW Palo Alto Networks	$1,754,787	$266,798 ▼	-13.2%	6,176	0.7%	Computer and Technology
INTC Intel	$1,739,950	$84,321 ▼	-4.6%	39,392	0.7%	Computer and Technology
WCC WESCO International	$1,731,918	$685 ▲	0.0%	10,112	0.7%	Computer and Technology
DUK Duke Energy	$1,700,459	$16,344 ▼	-1.0%	17,583	0.7%	Utilities
DVY iShares Select Dividend ETF	$1,699,347	$65,900 ▼	-3.7%	13,796	0.7%	ETF
CRM Salesforce	$1,656,189	$37,045 ▼	-2.2%	5,499	0.7%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$1,652,016	$12,835 ▲	0.8%	19,564	0.7%	ETF
CSCO Cisco Systems	$1,631,966	$14,424 ▲	0.9%	32,698	0.6%	Computer and Technology
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$1,615,633	$9,111 ▼	-0.6%	67,741	0.6%	ETF
MCD McDonald's	$1,541,129	$13,252 ▲	0.9%	5,466	0.6%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$1,508,879	$21,830 ▼	-1.4%	5,806	0.6%	ETF
STZ Constellation Brands	$1,469,094	$11,685 ▼	-0.8%	5,406	0.6%	Consumer Staples
UNP Union Pacific	$1,446,560	$502,435 ▼	-25.8%	5,882	0.6%	Transportation
DE Deere & Company	$1,424,365	$821 ▲	0.1%	3,468	0.6%	Industrial Products
RTX RTX	$1,368,213	$79,192 ▲	6.1%	14,029	0.5%	Aerospace
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$1,326,007	$19,087 ▼	-1.4%	55,715	0.5%	ETF
LMT Lockheed Martin	$1,284,372	$7,732 ▼	-0.6%	2,824	0.5%	Aerospace
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,267,673	$19,028 ▼	-1.5%	50,900	0.5%	ETF
T AT&T	$1,235,414	$7,955 ▲	0.6%	70,194	0.5%	Computer and Technology
PEP PepsiCo	$1,185,294	$70,176 ▲	6.3%	6,773	0.5%	Consumer Staples
MRK Merck & Co., Inc.	$1,162,565	$18,340 ▲	1.6%	8,811	0.5%	Medical
SO Southern	$1,157,990	$10,331 ▲	0.9%	16,141	0.5%	Utilities
CGXU Capital Group International Focus Equity ETF	$1,113,384	$31,194 ▲	2.9%	43,188	0.4%	ETF
WELL Welltower	$1,094,250	$34,105 ▼	-3.0%	11,711	0.4%	Finance
NOC Northrop Grumman	$1,079,819	$51,693 ▲	5.0%	2,256	0.4%	Aerospace
GIS General Mills	$1,070,604	$350 ▲	0.0%	15,301	0.4%	Consumer Staples
HDV iShares Core High Dividend ETF	$1,059,475	$15,540 ▼	-1.4%	9,613	0.4%	ETF
BKNG Booking	$1,055,851		0.0%	291	0.4%	Retail/Wholesale
KO Coca-Cola	$1,037,957	$9,054 ▲	0.9%	16,966	0.4%	Consumer Staples
LLY Eli Lilly and Company	$1,032,437	$778 ▲	0.1%	1,327	0.4%	Medical
WEC WEC Energy Group	$1,016,775	$79,736 ▲	8.5%	12,382	0.4%	Utilities
VUG Vanguard Growth ETF	$976,272	$2,754 ▲	0.3%	2,836	0.4%	ETF
FPE First Trust Preferred Securities and Income ETF	$965,138	$29,652 ▼	-3.0%	55,724	0.4%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$948,904	$14,993 ▼	-1.6%	41,582	0.4%	ETF
ZBH Zimmer Biomet	$923,697	$2,508 ▲	0.3%	6,999	0.4%	Medical
BLK BlackRock	$904,003	$87,565 ▲	10.7%	1,084	0.4%	Finance
ADP Automatic Data Processing	$892,571	$66,431 ▼	-6.9%	3,574	0.4%	Business Services
SBUX Starbucks	$880,797	$32,534 ▼	-3.6%	9,638	0.3%	Retail/Wholesale
AVUV Avantis U.S. Small Cap Value ETF	$854,222	$24,738 ▲	3.0%	9,116	0.3%	ETF
VEEV Veeva Systems	$853,083	$6,256 ▼	-0.7%	3,682	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$843,921	$481 ▲	0.1%	1,756	0.3%	ETF
DIS Walt Disney	$829,502	$17,743 ▼	-2.1%	6,779	0.3%	Consumer Discretionary
CL Colgate-Palmolive	$794,670	$9,635 ▼	-1.2%	8,825	0.3%	Consumer Staples
PEG Public Service Enterprise Group	$781,976	$9,950 ▼	-1.3%	11,710	0.3%	Utilities
KMB Kimberly-Clark	$773,642		0.0%	5,981	0.3%	Consumer Staples
BWA BorgWarner	$762,647	$1,494 ▼	-0.2%	21,953	0.3%	Auto/Tires/Trucks
FBND Fidelity Total Bond ETF	$744,992	$262,845 ▼	-26.1%	16,442	0.3%	ETF
ETN Eaton	$719,164	$64,099 ▼	-8.2%	2,300	0.3%	Industrial Products
SCHD Schwab US Dividend Equity ETF	$716,894	$147,152 ▼	-17.0%	8,891	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$690,615	$35,822 ▲	5.5%	3,316	0.3%	ETF
AMT American Tower	$681,615	$30,821 ▲	4.7%	3,450	0.3%	Finance
IJH iShares Core S&P Mid-Cap ETF	$676,899	$595,749 ▲	734.1%	11,144	0.3%	ETF
META Meta Platforms	$657,628	$64,111 ▼	-8.9%	1,354	0.3%	Computer and Technology
ENB Enbridge	$650,080	$44,972 ▼	-6.5%	17,968	0.3%	Oils/Energy
APD Air Products and Chemicals	$647,884	$12,599 ▲	2.0%	2,674	0.3%	Basic Materials
NEE NextEra Energy	$641,066	$79,886 ▲	14.2%	10,031	0.3%	Utilities
FE FirstEnergy	$634,195	$28,039 ▼	-4.2%	16,421	0.3%	Utilities
ED Consolidated Edison	$631,197	$12,713 ▼	-2.0%	6,951	0.3%	Utilities
USB U.S. Bancorp	$628,425	$11,890 ▼	-1.9%	14,059	0.2%	Finance
HON Honeywell International	$624,418	$221,276 ▼	-26.2%	3,042	0.2%	Multi-Sector Conglomerates
USMV iShares MSCI USA Min Vol Factor ETF	$611,345	$300,490 ▼	-33.0%	7,314	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Cornell Pochily Investment Advisors, Inc. Top Holdings and 13F Report (2024)

About Cornell Pochily Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Cornell Pochily Investment Advisors, Inc. Top Holdings and 13F Report (2024)

About Cornell Pochily Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCornell Pochily Investment Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information