S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan

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 $241.35 million in total holdings as of December 31, 2023.
  • Cornell Pochily Investment Advisors, Inc. owns shares of 171 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
  • Approximately 2.57% of the portfolio was purchased this quarter.
  • About 6.13% of the portfolio was sold this quarter.
  • This quarter, Cornell Pochily Investment Advisors, Inc. has purchased 167 new stocks and bought additional shares in 54 stocks.
  • Cornell Pochily Investment Advisors, Inc. sold shares of 86 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple
$20,785,139
Microsoft
$7,670,428

Largest New Holdings this Quarter

Eaton
$603,254 Holding
L3Harris Technologies
$435,983 Holding
Travelers Companies
$269,162 Holding

Largest Purchases this Quarter

Eaton
2,505 shares (about $603.25K)
L3Harris Technologies
2,070 shares (about $435.98K)
Vanguard Total Bond Market ETF
4,953 shares (about $364.36K)
Vanguard Short-Term Bond ETF
3,672 shares (about $282.89K)
WEC Energy Group
3,214 shares (about $270.52K)

Largest Sales this Quarter

AbbVie
21,777 shares (about $3.37M)
Abbott Laboratories
21,597 shares (about $2.38M)
Tompkins Financial
9,328 shares (about $561.83K)
Apple
2,736 shares (about $526.77K)
Merck & Co., Inc.
4,051 shares (about $441.67K)

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
$20,785,139$526,767 -2.5%107,9578.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,285,219$9,506 0.1%17,4313.4%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$7,670,428$56,409 -0.7%20,3973.2%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
$7,047,751$8,629 0.1%66,9742.9%ETF
Tompkins Financial Co. stock logo
TMP
Tompkins Financial
$6,815,423$561,828 -7.6%113,1562.8%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$6,511,5000.0%122.7%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,837,781$162,943 3.5%9,7682.0%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4,674,930$178,267 -3.7%46,7581.9%Oils/Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,525,302$27,819 -0.6%12,6881.9%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$4,481,010$5,637 -0.1%31,7961.9%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,091,727$139,214 -3.3%27,9221.7%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$3,995,121$3,374,908 -45.8%25,7791.7%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,870,749$24,574 -0.6%9,4511.6%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$3,824,307$40,473 -1.0%71,0571.6%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,672,783$216,453 -5.6%32,9011.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,643,825$7,141 0.2%23,9821.5%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,622,369$51,584 -1.4%7,5841.5%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$3,362,580$65,818 2.0%6,3351.4%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,305,429$153,453 -4.4%21,0881.4%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$2,779,268$681 0.0%28,5551.2%Industrial Products
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,767,807$30,960 -1.1%25,5681.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,700,809$4,763 0.2%15,8771.1%Financial Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,556,678$110,286 4.5%8,6471.1%Industrial Products
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,495,509$2,003 0.1%11,2131.0%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,313,249$2,377,200 -50.7%21,0161.0%Medical
Amgen Inc. stock logo
AMGN
Amgen
$2,203,397$7,489 0.3%7,6500.9%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,098,071$9,141 -0.4%7,1150.9%Computer and Technology
Intel Co. stock logo
INTC
Intel
$2,075,406$31,608 -1.5%41,3010.9%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,025,340$33,668 1.7%3,0680.8%Retail/Wholesale
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$2,022,116$178,851 9.7%19,4240.8%Manufacturing
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$1,966,168$69,850 3.7%23,1660.8%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,958,996$63,562 -3.1%11,4960.8%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$1,946,538$175,373 -8.3%7,9250.8%Transportation
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,946,375$208,372 12.0%51,6270.8%Computer and Technology
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$1,944,810$10,721 0.6%78,5460.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,919,619$2,794 0.1%13,7420.8%Computer and Technology
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,876,709$65,522 -3.4%38,8390.8%Manufacturing
Chevron Co. stock logo
CVX
Chevron
$1,799,202$29,087 1.6%12,0620.7%Oils/Energy
Paychex, Inc. stock logo
PAYX
Paychex
$1,776,844$60,511 -3.3%14,9170.7%Business Services
International Business Machines Co. stock logo
IBM
International Business Machines
$1,763,877$54,630 -3.0%10,7840.7%Computer and Technology
WESCO International, Inc. stock logo
WCC
WESCO International
$1,757,585$52,686 -2.9%10,1080.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,749,723$17,706 1.0%6,7200.7%Business Services
Duke Energy Co. stock logo
DUK
Duke Energy
$1,722,669$109,365 -6.0%17,7520.7%Utilities
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,679,939$137,387 -7.6%14,3310.7%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,637,345$30,010 -1.8%32,4090.7%Computer and Technology
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$1,628,150$24,856 1.6%68,1230.7%ETF
McDonald's Co. stock logo
MCD
McDonald's
$1,606,881$35,583 2.3%5,4190.7%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,605,855$26,323 1.7%11,1030.7%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$1,479,373$18,420 1.3%5,6220.6%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,457,868$65,188 -4.3%19,4120.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,397,455$123,137 -8.1%5,8900.6%ETF
Deere & Company stock logo
DE
Deere & Company
$1,386,208$19,197 -1.4%3,4660.6%Industrial Products
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$1,352,458$17,852 1.3%56,5170.6%ETF
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$1,317,326$44,725 -3.3%5,4490.5%Consumer Staples
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$1,296,257$12,144 0.9%51,6640.5%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,287,928$58,934 -4.4%2,8410.5%Aerospace
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,191,515$133,021 12.6%14,7080.5%Medical
AT&T Inc. stock logo
T
AT&T
$1,170,284$49,820 -4.1%69,7420.5%Computer and Technology
The Southern Company stock logo
SO
Southern
$1,121,745$12,271 -1.1%15,9970.5%Utilities
RTX Co. stock logo
RTX
RTX
$1,112,107$24,654 -2.2%13,2170.5%Aerospace
Welltower Inc. stock logo
WELL
Welltower
$1,088,931$8,657 0.8%12,0760.5%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,082,385$41,277 -3.7%6,3720.4%Consumer Staples
Booking Holdings Inc. stock logo
BKNG
Booking
$1,032,241$17,736 -1.7%2910.4%Retail/Wholesale
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$1,024,081$135,221 15.2%22,2430.4%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$1,005,906$51,981 5.4%2,1480.4%Aerospace
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$1,002,028$14,346 -1.4%41,9780.4%ETF
General Mills, Inc. stock logo
GIS
General Mills
$996,433$84,817 -7.8%15,2960.4%Consumer Staples
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$994,879$162,277 -14.0%9,7540.4%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$991,110$1,591 0.2%16,8180.4%Consumer Defensive
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$974,457$25,146 2.6%42,2390.4%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$968,375$201,545 -17.2%57,4360.4%ETF
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$960,463$270,522 39.2%11,4110.4%Utilities
Starbucks Co. stock logo
SBUX
Starbucks
$959,613$4,609 0.5%9,9940.4%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$945,479$441,667 -31.8%8,6720.4%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$894,6040.0%3,8400.4%Business Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$879,237$8,394 -0.9%2,8280.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$868,810$2,485 -0.3%3,4960.4%Auto/Tires/Trucks
Honeywell International Inc. stock logo
HON
Honeywell International
$864,073$61,240 -6.6%4,1200.4%Multi-Sector Conglomerates
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$851,240$6,789 0.8%10,9090.4%ETF
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$849,524$111,728 -11.6%6,9800.4%Medical
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$815,850$34,489 -4.1%10,7160.3%ETF
BlackRock, Inc. stock logo
BLK
BlackRock
$795,284$8,123 1.0%9790.3%Finance
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$794,963$9,609 1.2%8,8520.3%ETF
BorgWarner Inc. stock logo
BWA
BorgWarner
$788,578$81,669 -9.4%21,9960.3%Auto/Tires/Trucks
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$773,498$583 -0.1%1,3260.3%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$766,613$217,971 -22.1%1,7550.3%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$726,751$10,936 -1.5%5,9810.3%Consumer Staples
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$725,222$612 0.1%11,8590.3%Utilities
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$717,930$145,667 -16.9%2,6220.3%Basic Materials
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$714,056$61,799 -8.0%3,7090.3%Computer and Technology
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$711,985$159 0.0%8,9320.3%Consumer Staples
American Tower Co. stock logo
AMT
American Tower
$711,295$51,393 7.8%3,2940.3%Finance
Enbridge Inc. stock logo
ENB
Enbridge
$691,992$99,453 -12.6%19,2110.3%Oils/Energy
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$645,131$38,575 -5.6%7,0910.3%Utilities
Laboratory Co. of America Holdings stock logo
LH
Laboratory Co. of America
$643,4500.0%2,8300.3%Medical
FirstEnergy Corp. stock logo
FE
FirstEnergy
$628,628$24,893 -3.8%17,1470.3%Utilities
The Walt Disney Company stock logo
DIS
Walt Disney
$625,206$23,116 3.8%6,9240.3%Consumer Discretionary
U.S. Bancorp stock logo
USB
U.S. Bancorp
$620,009$121,405 -16.4%14,3250.3%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$605,249$32,534 5.7%3,1440.3%ETF
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$604,114$49,928 -7.6%11,7730.3%Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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