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

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
NVIDIA
$8,842,211
Microsoft
$8,274,176

Largest New Holdings this Quarter

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

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$18,294,406$218,123 -1.2%106,6857.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$9,097,871$19,877 -0.2%17,3933.6%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$8,842,211$16,264 0.2%9,7863.5%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$8,306,240$584,112 7.6%72,0403.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$8,274,176$307,121 -3.6%19,6673.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$7,613,2800.0%123.0%Finance
Tompkins Financial Co. stock logo
TMP
Tompkins Financial
$5,661,954$28,665 -0.5%112,5862.2%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$5,511,172$76,021 1.4%47,4122.2%Oils/Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,245,146$90,412 -1.7%12,4732.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$4,718,690$122,569 -2.5%30,9911.9%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$4,692,514$1,821 0.0%25,7691.9%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,563,282$32,937 0.7%28,1251.8%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,248,129$77,744 -1.8%23,5511.7%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,203,161$6,660 0.2%9,4661.7%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$3,803,105$322,465 -7.8%65,5031.5%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$3,737,798$55,797 1.5%6,4311.5%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,546,912$440,013 -11.0%6,7471.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,544,832$435,799 -10.9%29,2991.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,308,664$27,208 -0.8%20,9161.3%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,216,061$35,854 1.1%16,0561.3%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,133,592$105,141 -3.2%27,6281.2%Industrial Products
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,133,185$307,361 10.9%28,3491.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,124,701$43,974 -1.4%8,5271.2%Industrial Products
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,854,002$2,293 -0.1%11,2041.1%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,303,775$84,904 -3.6%20,2690.9%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,301,073$134,817 6.2%54,8400.9%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$2,231,531$56,577 2.6%7,8490.9%Medical
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$2,226,358$143,749 6.9%24,7650.9%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$2,205,744$70,911 -3.1%18,8190.9%Manufacturing
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,187,257$60,818 -2.7%2,9850.9%Retail/Wholesale
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,138,763$39,444 1.9%11,7120.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,121,321$47,241 2.3%14,0550.8%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$2,061,614$2,292 0.1%10,7960.8%Computer and Technology
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$1,929,517$19,203 -1.0%77,7720.8%ETF
Chevron Co. stock logo
CVX
Chevron
$1,903,659$946 0.0%12,0680.8%Oils/Energy
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,872,030$7,788 -0.4%11,0570.7%Computer and Technology
Paychex, Inc. stock logo
PAYX
Paychex
$1,856,122$24,314 1.3%15,1150.7%Business Services
Visa Inc. stock logo
V
Visa
$1,853,191$22,328 -1.2%6,6400.7%Business Services
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,851,337$22,629 -1.2%38,3700.7%Manufacturing
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,754,787$266,798 -13.2%6,1760.7%Computer and Technology
Intel Co. stock logo
INTC
Intel
$1,739,950$84,321 -4.6%39,3920.7%Computer and Technology
WESCO International, Inc. stock logo
WCC
WESCO International
$1,731,918$685 0.0%10,1120.7%Computer and Technology
Duke Energy Co. stock logo
DUK
Duke Energy
$1,700,459$16,344 -1.0%17,5830.7%Utilities
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,699,347$65,900 -3.7%13,7960.7%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$1,656,189$37,045 -2.2%5,4990.7%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,652,016$12,835 0.8%19,5640.7%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,631,966$14,424 0.9%32,6980.6%Computer and Technology
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$1,615,633$9,111 -0.6%67,7410.6%ETF
McDonald's Co. stock logo
MCD
McDonald's
$1,541,129$13,252 0.9%5,4660.6%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,508,879$21,830 -1.4%5,8060.6%ETF
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$1,469,094$11,685 -0.8%5,4060.6%Consumer Staples
Union Pacific Co. stock logo
UNP
Union Pacific
$1,446,560$502,435 -25.8%5,8820.6%Transportation
Deere & Company stock logo
DE
Deere & Company
$1,424,365$821 0.1%3,4680.6%Industrial Products
RTX Co. stock logo
RTX
RTX
$1,368,213$79,192 6.1%14,0290.5%Aerospace
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$1,326,007$19,087 -1.4%55,7150.5%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,284,372$7,732 -0.6%2,8240.5%Aerospace
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$1,267,673$19,028 -1.5%50,9000.5%ETF
AT&T Inc. stock logo
T
AT&T
$1,235,414$7,955 0.6%70,1940.5%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,185,294$70,176 6.3%6,7730.5%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,162,565$18,340 1.6%8,8110.5%Medical
The Southern Company stock logo
SO
Southern
$1,157,990$10,331 0.9%16,1410.5%Utilities
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$1,113,384$31,194 2.9%43,1880.4%ETF
Welltower Inc. stock logo
WELL
Welltower
$1,094,250$34,105 -3.0%11,7110.4%Finance
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$1,079,819$51,693 5.0%2,2560.4%Aerospace
General Mills, Inc. stock logo
GIS
General Mills
$1,070,604$350 0.0%15,3010.4%Consumer Staples
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,059,475$15,540 -1.4%9,6130.4%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$1,055,8510.0%2910.4%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,037,957$9,054 0.9%16,9660.4%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,032,437$778 0.1%1,3270.4%Medical
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$1,016,775$79,736 8.5%12,3820.4%Utilities
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$976,272$2,754 0.3%2,8360.4%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$965,138$29,652 -3.0%55,7240.4%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$948,904$14,993 -1.6%41,5820.4%ETF
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$923,697$2,508 0.3%6,9990.4%Medical
BlackRock, Inc. stock logo
BLK
BlackRock
$904,003$87,565 10.7%1,0840.4%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$892,571$66,431 -6.9%3,5740.4%Business Services
Starbucks Co. stock logo
SBUX
Starbucks
$880,797$32,534 -3.6%9,6380.3%Retail/Wholesale
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$854,222$24,738 3.0%9,1160.3%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$853,083$6,256 -0.7%3,6820.3%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$843,921$481 0.1%1,7560.3%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$829,502$17,743 -2.1%6,7790.3%Consumer Discretionary
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$794,670$9,635 -1.2%8,8250.3%Consumer Staples
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$781,976$9,950 -1.3%11,7100.3%Utilities
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$773,6420.0%5,9810.3%Consumer Staples
BorgWarner Inc. stock logo
BWA
BorgWarner
$762,647$1,494 -0.2%21,9530.3%Auto/Tires/Trucks
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$744,992$262,845 -26.1%16,4420.3%ETF
Eaton Co. plc stock logo
ETN
Eaton
$719,164$64,099 -8.2%2,3000.3%Industrial Products
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$716,894$147,152 -17.0%8,8910.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$690,615$35,822 5.5%3,3160.3%ETF
American Tower Co. stock logo
AMT
American Tower
$681,615$30,821 4.7%3,4500.3%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$676,899$595,749 734.1%11,1440.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$657,628$64,111 -8.9%1,3540.3%Computer and Technology
Enbridge Inc. stock logo
ENB
Enbridge
$650,080$44,972 -6.5%17,9680.3%Oils/Energy
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$647,884$12,599 2.0%2,6740.3%Basic Materials
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$641,066$79,886 14.2%10,0310.3%Utilities
FirstEnergy Corp. stock logo
FE
FirstEnergy
$634,195$28,039 -4.2%16,4210.3%Utilities
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$631,197$12,713 -2.0%6,9510.3%Utilities
U.S. Bancorp stock logo
USB
U.S. Bancorp
$628,425$11,890 -1.9%14,0590.2%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$624,418$221,276 -26.2%3,0420.2%Multi-Sector Conglomerates
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$611,345$300,490 -33.0%7,3140.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$600,938$13,534 -2.2%3,4190.2%Auto/Tires/Trucks
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$599,497$38,936 -6.1%11,0550.2%Medical
Laboratory Co. of America Holdings stock logo
LH
Laboratory Co. of America
$569,035$49,149 -8.0%2,6050.2%Medical
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$515,8370.0%2,8800.2%ETF
Dominion Energy, Inc. stock logo
D
Dominion Energy
$510,379$120,610 -19.1%10,3760.2%Utilities
ONEOK, Inc. stock logo
OKE
ONEOK
$510,201$8,899 1.8%6,3640.2%Oils/Energy
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$482,758$255 0.1%1,8940.2%Transportation
iShares iBonds Dec 2024 Term Corporate ETF stock logo
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
$478,987$12,625 -2.6%19,1210.2%ETF
Kellanova stock logo
K
Kellanova
$476,849$7,849 -1.6%8,3230.2%Consumer Discretionary
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$469,428$21,026 -4.3%11,7210.2%ETF
General Dynamics Co. stock logo
GD
General Dynamics
$461,443$12,433 2.8%1,6330.2%Aerospace
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$461,186$461,186 New Holding6,6100.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$455,702$337 0.1%1,3520.2%ETF
Oracle Co. stock logo
ORCL
Oracle
$445,916$6,281 1.4%3,5500.2%Computer and Technology
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$443,048$519 0.1%7,6890.2%Finance
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$441,1170.0%2,0700.2%Aerospace
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$437,387$31,736 -6.8%8,4760.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$429,253$1,534 0.4%1,1190.2%Retail/Wholesale
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$428,284$21,518 -4.8%7,0460.2%Consumer Staples
Adobe Inc. stock logo
ADBE
Adobe
$421,846$45,414 12.1%8360.2%Computer and Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$413,393$613 0.1%14,1670.2%Oils/Energy
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$407,246$37,362 10.1%2,1800.2%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$404,820$1,033 0.3%4,7020.2%Utilities
Cogent Communications Holdings, Inc. stock logo
CCOI
Cogent Communications
$397,267$27,046 -6.4%6,0810.2%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$396,047$4,944 -1.2%12,0160.2%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$372,221$55,777 -13.0%2,3290.1%Business Services
Pfizer Inc. stock logo
PFE
Pfizer
$368,409$2,248 -0.6%13,2760.1%Medical
American Express stock logo
AXP
American Express
$363,737$7,739 -2.1%1,5980.1%Finance
Teradyne, Inc. stock logo
TER
Teradyne
$346,158$18,165 -5.0%3,0680.1%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$339,143$15,902 4.9%2,2820.1%Transportation
Community Bank System, Inc. stock logo
CBU
Community Bank System
$328,2370.0%6,8340.1%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$326,108$921 0.3%1,4170.1%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$322,069$203 0.1%3,1760.1%Retail/Wholesale
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$312,246$5,071 1.7%3,0790.1%ETF
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$311,451$13,387 -4.1%6,3280.1%Manufacturing
Biogen Inc. stock logo
BIIB
Biogen
$310,723$22,641 -6.8%1,4410.1%Medical
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$305,526$77,904 34.2%4,3650.1%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$301,783$1,324 0.4%2280.1%Computer and Technology
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$299,051$9,447 -3.1%8,1040.1%Consumer Staples
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$294,2840.0%2,3380.1%Consumer Staples
Sysco Co. stock logo
SYY
Sysco
$289,656$6,738 2.4%3,5680.1%Consumer Staples
General Electric stock logo
GE
General Electric
$286,408$175 0.1%1,6320.1%Transportation
The Boeing Company stock logo
BA
Boeing
$285,827$47,670 -14.3%1,4810.1%Aerospace
Medtronic plc stock logo
MDT
Medtronic
$285,759$109,110 -27.6%3,2790.1%Medical
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$275,863$5,922 2.2%1,7700.1%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$271,381$25,941 10.6%6800.1%Medical
The Hershey Company stock logo
HSY
Hershey
$267,4380.0%1,3750.1%Consumer Staples
AstraZeneca PLC stock logo
AZN
AstraZeneca
$261,2440.0%3,8560.1%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$258,603$6,260 2.5%5370.1%Business Services
CVS Health Co. stock logo
CVS
CVS Health
$258,566$33,736 15.0%3,2420.1%Retail/Wholesale
First Trust NYSE Arca Biotechnology Index Fund stock logo
FBT
First Trust NYSE Arca Biotechnology Index Fund
$253,259$6,920 -2.7%1,6470.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$248,932$248,932 New Holding2,7170.1%Consumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$248,3040.0%1,2070.1%Finance
NBT Bancorp Inc. stock logo
NBTB
NBT Bancorp
$246,111$440 0.2%6,7100.1%Finance
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$240,680$1,644 0.7%2,0500.1%Finance
FedEx Co. stock logo
FDX
FedEx
$235,324$235,324 New Holding8120.1%Transportation
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$235,321$10,668 -4.3%3,0440.1%ETF
Entergy Co. stock logo
ETR
Entergy
$233,125$317 0.1%2,2060.1%Utilities
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$232,5700.0%1,3350.1%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$232,532$3,812 1.7%3050.1%Computer and Technology
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$229,068$261 0.1%1,7520.1%ETF
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$220,676$45,520 26.0%5,3860.1%Consumer Staples
3M stock logo
MMM
3M
$218,362$83,251 -27.6%2,0590.1%Multi-Sector Conglomerates
Atmos Energy Co. stock logo
ATO
Atmos Energy
$213,9660.0%1,8000.1%Utilities
Walmart Inc. stock logo
WMT
Walmart
$211,243$211,243 New Holding3,5110.1%Retail/Wholesale
ConocoPhillips stock logo
COP
ConocoPhillips
$208,866$208,866 New Holding1,6410.1%Oils/Energy
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$206,914$41,648 -16.8%2,1810.1%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$84,206$23,126 -21.5%11,5390.0%Medical
iShares iBonds Dec 2024 Term Muni Bond ETF stock logo
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
$0$485,475 -100.0%00.0%ETF
iShares iBonds Dec 2028 Term Muni Bond ETF stock logo
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
$0$482,818 -100.0%00.0%ETF
iShares iBonds Dec 2027 Term Muni Bond ETF stock logo
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
$0$482,455 -100.0%00.0%ETF
iShares iBonds Dec 2025 Term Muni Bond ETF stock logo
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
$0$482,451 -100.0%00.0%ETF
iShares iBonds Dec 2026 Term Muni Bond ETF stock logo
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
$0$482,314 -100.0%00.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$0$364,363 -100.0%00.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$0$282,894 -100.0%00.0%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$222,736 -100.0%00.0%Computer and Technology

More Institutional Buying and Selling Information

SEC Filings and Trading Data: