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 $287.99 million in total holdings as of September 30, 2024.
Cornell Pochily Investment Advisors, Inc. owns shares of 175 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
Approximately 3.17% of the portfolio was purchased this quarter.
About 0.99% of the portfolio was sold this quarter.
This quarter, Cornell Pochily Investment Advisors, Inc. has purchased 166 new stocks and bought additional shares in 82 stocks.
Cornell Pochily Investment Advisors, Inc. sold shares of 65 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $25,067,571
NVIDIA: $12,572,224
iShares Core S&P Total U.S. Stock Market ETF: $10,764,287
SPDR S&P 500 ETF Trust: $9,965,216
Microsoft: $8,574,764

Largest New Holdings this Quarter

NextEra Energy: $764,774 Holding
Broadcom: $447,217 Holding
McCormick & Company, Incorporated: $325,661 Holding
Hershey: $313,560 Holding
Applied Materials: $301,514 Holding

Largest Purchases this Quarter

iShares Core S&P Total U.S. Stock Market ETF: 7,756 shares (about $974.31K)
NextEra Energy: 9,047 shares (about $764.77K)
Pfizer: 20,314 shares (about $587.88K)
Broadcom: 2,593 shares (about $447.22K)
John Hancock Multifactor Small Cap ETF: 8,468 shares (about $339.91K)

Largest Sales this Quarter

Fidelity MSCI Health Care Index ETF: 3,294 shares (about $239.79K)
Cisco Systems: 4,387 shares (about $233.47K)
Eaton: 590 shares (about $195.55K)
BorgWarner: 4,507 shares (about $163.56K)
Anheuser-Busch InBev SA/NV: 1,610 shares (about $106.72K)

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	$25,067,571	$10,951 ▲	0.0%	107,586	8.7%	Computer and Technology
NVDA NVIDIA	$12,572,224	$91,445 ▲	0.7%	103,526	4.4%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$10,764,287	$974,312 ▲	10.0%	85,689	3.7%	ETF
SPY SPDR S&P 500 ETF Trust	$9,965,216	$26,393 ▲	0.3%	17,368	3.5%	Finance
MSFT Microsoft	$8,574,764	$132,965 ▲	1.6%	19,927	3.0%	Computer and Technology
BRK.A Berkshire Hathaway	$8,294,160		0.0%	12	2.9%	Finance
TMP Tompkins Financial	$6,195,152	$88,419 ▼	-1.4%	107,201	2.2%	Finance
XOM Exxon Mobil	$5,862,036	$102,802 ▲	1.8%	50,009	2.0%	Oils/Energy
BRK.B Berkshire Hathaway	$5,649,692	$52,930 ▼	-0.9%	12,275	2.0%	Finance
ABBV AbbVie	$5,392,208	$29,030 ▼	-0.5%	27,305	1.9%	Medical
GOOG Alphabet	$4,934,270	$33,772 ▼	-0.7%	29,513	1.7%	Computer and Technology
PG Procter & Gamble	$4,879,526	$43,300 ▼	-0.9%	28,173	1.7%	Consumer Staples
QQQ Invesco QQQ	$4,792,309	$66,865 ▲	1.4%	9,819	1.7%	Finance
DGRO iShares Core Dividend Growth ETF	$4,636,668	$329,373 ▲	7.6%	73,962	1.6%	ETF
AMZN Amazon.com	$4,438,940	$30,931 ▲	0.7%	23,823	1.5%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$4,032,650	$68,066 ▲	1.7%	6,991	1.4%	ETF
TMO Thermo Fisher Scientific	$3,959,525	$6,804 ▲	0.2%	6,401	1.4%	Medical
VYM Vanguard High Dividend Yield ETF	$3,772,788	$14,230 ▲	0.4%	29,429	1.3%	ETF
JPM JPMorgan Chase & Co.	$3,431,800	$2,952 ▲	0.1%	16,275	1.2%	Finance
JNJ Johnson & Johnson	$3,291,121	$62,717 ▼	-1.9%	20,308	1.1%	Medical
CAT Caterpillar	$3,289,766	$391 ▲	0.0%	8,411	1.1%	Industrial Products
IJR iShares Core S&P Small-Cap ETF	$3,117,103	$43,977 ▼	-1.4%	26,651	1.1%	ETF
EMR Emerson Electric	$3,116,840	$52,935 ▲	1.7%	28,498	1.1%	Industrial Products
IUSG iShares Core S&P U.S. Growth ETF	$3,081,307	$298,251 ▲	10.7%	23,359	1.1%	Manufacturing
LOW Lowe's Companies	$3,039,709	$6,229 ▼	-0.2%	11,223	1.1%	Retail/Wholesale
COST Costco Wholesale	$2,646,111	$18,616 ▲	0.7%	2,985	0.9%	Retail/Wholesale
VZ Verizon Communications	$2,613,697	$44,326 ▲	1.7%	58,199	0.9%	Computer and Technology
AMGN Amgen	$2,503,106	$14,499 ▼	-0.6%	7,769	0.9%	Medical
IBM International Business Machines	$2,491,823	$3,537 ▼	-0.1%	11,271	0.9%	Computer and Technology
ABT Abbott Laboratories	$2,455,775		0.0%	21,540	0.9%	Medical
MOAT VanEck Morningstar Wide Moat ETF	$2,440,207	$41,591 ▲	1.7%	25,170	0.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,437,192	$18,618 ▲	0.8%	12,305	0.8%	ETF
GOOGL Alphabet	$2,352,486	$28,195 ▲	1.2%	14,184	0.8%	Computer and Technology
PANW Palo Alto Networks	$2,245,626	$81,348 ▲	3.8%	6,570	0.8%	Computer and Technology
PAYX Paychex	$2,105,323	$19,458 ▲	0.9%	15,689	0.7%	Business Services
DUK Duke Energy	$2,011,343	$37,012 ▼	-1.8%	17,444	0.7%	Utilities
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$2,005,972	$90,210 ▲	4.7%	79,919	0.7%	ETF
IVW iShares S&P 500 Growth ETF	$1,910,856	$35,619 ▲	1.9%	19,957	0.7%	ETF
CVX Chevron	$1,901,429	$69,218 ▼	-3.5%	12,911	0.7%	Oils/Energy
V Visa	$1,893,712	$23,372 ▲	1.2%	6,887	0.7%	Business Services
QCOM QUALCOMM	$1,858,101	$340 ▲	0.0%	10,927	0.6%	Computer and Technology
DVY iShares Select Dividend ETF	$1,842,840	$2,026 ▲	0.1%	13,644	0.6%	ETF
LMBS First Trust Low Duration Opportunities ETF	$1,827,737	$4,793 ▼	-0.3%	36,991	0.6%	Manufacturing
MCD McDonald's	$1,795,219	$23,449 ▲	1.3%	5,895	0.6%	Retail/Wholesale
LMT Lockheed Martin	$1,733,163	$90,604 ▲	5.5%	2,965	0.6%	Aerospace
RTX RTX	$1,732,214	$21,082 ▲	1.2%	14,297	0.6%	Aerospace
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$1,695,510	$256,803 ▲	17.8%	69,774	0.6%	ETF
CRM Salesforce	$1,669,744	$19,161 ▼	-1.1%	6,100	0.6%	Computer and Technology
WCC WESCO International	$1,620,882	$19,990 ▼	-1.2%	9,649	0.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,616,861	$23,786 ▼	-1.4%	5,710	0.6%	ETF
T AT&T	$1,576,347	$11,660 ▼	-0.7%	71,652	0.5%	Computer and Technology
SO Southern	$1,568,790	$451 ▲	0.0%	17,396	0.5%	Utilities
CSCO Cisco Systems	$1,531,384	$233,473 ▼	-13.2%	28,775	0.5%	Computer and Technology
WELL Welltower	$1,500,419	$15,364 ▼	-1.0%	11,719	0.5%	Finance
UNP Union Pacific	$1,461,729		0.0%	5,930	0.5%	Transportation
DE Deere & Company	$1,458,659	$10,851 ▲	0.7%	3,495	0.5%	Industrial Products
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$1,438,755	$253,253 ▲	21.4%	59,038	0.5%	ETF
STZ Constellation Brands	$1,420,058	$40,198 ▲	2.9%	5,511	0.5%	Consumer Staples
LLY Eli Lilly and Company	$1,380,671	$13,293 ▲	1.0%	1,558	0.5%	Medical
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,363,801	$253,843 ▲	22.9%	53,420	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,332,281	$323,753 ▲	32.1%	21,378	0.5%	ETF
KO Coca-Cola	$1,268,568	$17,534 ▲	1.4%	17,653	0.4%	Consumer Staples
CGXU Capital Group International Focus Equity ETF	$1,258,102	$83,311 ▲	7.1%	46,648	0.4%	ETF
APD Air Products and Chemicals	$1,246,293	$22,627 ▲	1.8%	4,186	0.4%	Basic Materials
WEC WEC Energy Group	$1,221,024	$9,330 ▼	-0.8%	12,695	0.4%	Utilities
BKNG Booking	$1,188,264		0.0%	282	0.4%	Retail/Wholesale
HDV iShares Core High Dividend ETF	$1,171,165	$18,231 ▲	1.6%	9,957	0.4%	ETF
GIS General Mills	$1,140,121	$5,317 ▼	-0.5%	15,438	0.4%	Consumer Staples
NOC Northrop Grumman	$1,130,783	$10,563 ▲	0.9%	2,141	0.4%	Aerospace
PEP PepsiCo	$1,120,512	$24,828 ▼	-2.2%	6,589	0.4%	Consumer Staples
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$1,105,658	$75,491 ▲	7.3%	47,029	0.4%	ETF
VUG Vanguard Growth ETF	$1,105,197	$9,981 ▼	-0.9%	2,879	0.4%	ETF
PFE Pfizer	$1,017,840	$587,882 ▲	136.7%	35,171	0.4%	Medical
AMT American Tower	$1,012,149	$66,748 ▲	7.1%	4,352	0.4%	Finance
MRK Merck & Co., Inc.	$1,003,452	$38,044 ▼	-3.7%	8,836	0.3%	Medical
BLK BlackRock	$1,000,530	$27,529 ▼	-2.7%	1,054	0.3%	Finance
SBUX Starbucks	$984,074	$19,888 ▲	2.1%	10,094	0.3%	Retail/Wholesale
ADP Automatic Data Processing	$969,662	$13,837 ▼	-1.4%	3,504	0.3%	Business Services
PEG Public Service Enterprise Group	$926,351	$624 ▲	0.1%	10,384	0.3%	Utilities
CL Colgate-Palmolive	$917,941	$41,314 ▼	-4.3%	8,843	0.3%	Consumer Staples
AVUV Avantis U.S. Small Cap Value ETF	$907,813	$8,636 ▲	1.0%	9,461	0.3%	ETF
GILD Gilead Sciences	$888,242	$36,640 ▼	-4.0%	10,594	0.3%	Medical
TSLA Tesla	$865,603	$23,543 ▼	-2.6%	3,309	0.3%	Auto/Tires/Trucks
FPE First Trust Preferred Securities and Income ETF	$856,739	$28,924 ▼	-3.3%	47,334	0.3%	ETF
KMB Kimberly-Clark	$850,977		0.0%	5,981	0.3%	Consumer Staples
VOO Vanguard S&P 500 ETF	$847,548	$79,161 ▼	-8.5%	1,606	0.3%	ETF
HON Honeywell International	$844,986	$44,647 ▲	5.6%	4,088	0.3%	Multi-Sector Conglomerates
META Meta Platforms	$820,799	$4,007 ▼	-0.5%	1,434	0.3%	Computer and Technology
NEE NextEra Energy	$764,774	$764,774 ▲	New Holding	9,047	0.3%	Utilities
VEEV Veeva Systems	$758,050	$7,136 ▲	1.0%	3,612	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$748,847	$226 ▲	0.0%	3,317	0.3%	ETF
BMY Bristol-Myers Squibb	$739,755	$14,745 ▲	2.0%	14,298	0.3%	Medical
FBND Fidelity Total Bond ETF	$733,725	$4,066 ▼	-0.6%	15,698	0.3%	ETF
FE FirstEnergy	$714,104	$10,422 ▼	-1.4%	16,102	0.2%	Utilities
JHSC John Hancock Multifactor Small Cap ETF	$697,713	$339,905 ▲	95.0%	17,382	0.2%	ETF
ED Consolidated Edison	$697,180	$7,289 ▼	-1.0%	6,695	0.2%	Utilities
IEMG iShares Core MSCI Emerging Markets ETF	$686,597	$5,798 ▼	-0.8%	11,960	0.2%	ETF
OKE ONEOK	$686,316	$61,788 ▲	9.9%	7,531	0.2%	Oils/Energy
SCHD Schwab US Dividend Equity ETF	$682,060	$7,861 ▲	1.2%	8,069	0.2%	ETF
K Kellanova	$674,778	$1,372 ▼	-0.2%	8,361	0.2%	Consumer Discretionary

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools