$230 Million is the total value of Cornell Pochily Investment Advisors, Inc.'s 167 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 12.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $18,951,725 | -9.6% | 110,693 | +2.4% | 8.26% | -4.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $7,442,924 | -14.5% | 17,411 | -11.4% | 3.24% | -9.5% |
| ABBV | Buy | ABBVIE INC | $7,088,628 | +10.7% | 47,556 | +0.1% | 3.09% | +17.2% |
| MSFT | Sell | MICROSOFT CORP | $6,487,817 | -7.3% | 20,547 | -0.0% | 2.83% | -1.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $6,377,724 | +2.6% | 12 | 0.0% | 2.78% | +8.7% | |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $6,300,589 | -5.2% | 66,892 | -1.5% | 2.74% | +0.4% |
| TMP | Sell | TOMPKINS FINL CORP | $6,000,479 | -12.4% | 122,484 | -0.4% | 2.61% | -7.2% |
| XOM | Sell | EXXON MOBIL CORP | $5,707,504 | +8.4% | 48,541 | -1.1% | 2.49% | +14.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,471,930 | +2.6% | 12,766 | -0.1% | 1.95% | +8.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $4,211,307 | -5.8% | 28,872 | -2.0% | 1.84% | -0.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,197,577 | +11.5% | 31,836 | +2.3% | 1.83% | +18.1% |
| ABT | Sell | ABBOTT LABS | $4,127,069 | -11.6% | 42,613 | -0.5% | 1.80% | -6.4% |
| NVDA | Buy | NVIDIA CORPORATION | $4,105,836 | +4.4% | 9,439 | +1.5% | 1.79% | +10.6% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $3,599,628 | -15.2% | 34,840 | -12.9% | 1.57% | -10.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $3,556,699 | +2.5% | 71,809 | +6.6% | 1.55% | +8.5% |
| JNJ | Sell | JOHNSON &JOHNSON | $3,436,904 | -7.4% | 22,067 | -1.6% | 1.50% | -1.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,407,487 | -11.6% | 9,511 | -8.9% | 1.48% | -6.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,303,000 | -15.5% | 7,692 | -12.3% | 1.44% | -10.5% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $3,143,862 | -0.5% | 6,211 | +2.6% | 1.37% | +5.4% |
| AMZN | Sell | AMAZON COM INC | $3,042,617 | -3.2% | 23,935 | -0.7% | 1.33% | +2.6% |
| EMR | Buy | EMERSON ELEC CO | $2,756,844 | +7.8% | 28,548 | +0.9% | 1.20% | +14.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,438,792 | -1.4% | 25,854 | +4.2% | 1.06% | +4.5% |
| LOW | Sell | LOWES COS INC | $2,328,737 | -8.1% | 11,204 | -0.2% | 1.02% | -2.6% |
| JPM | Buy | JPMORGAN CHASE &CO | $2,298,393 | +0.0% | 15,849 | +0.3% | 1.00% | +5.9% |
| CAT | Sell | CATERPILLAR INC | $2,258,799 | +10.4% | 8,274 | -0.5% | 0.98% | +16.9% |
| AMGN | Sell | AMGEN INC | $2,048,938 | +20.6% | 7,624 | -0.4% | 0.89% | +27.8% |
| CVX | Buy | CHEVRON CORP NEW | $2,001,088 | +8.8% | 11,867 | +1.5% | 0.87% | +15.2% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $1,903,611 | +5.6% | 78,113 | +5.6% | 0.83% | +11.7% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,898,787 | -26.5% | 40,195 | -25.8% | 0.83% | -22.2% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,844,211 | -19.1% | 11,869 | -15.5% | 0.80% | -14.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,795,661 | +11.6% | 13,722 | +2.1% | 0.78% | +18.1% |
| PAYX | Buy | PAYCHEX INC | $1,778,955 | +3.7% | 15,425 | +0.6% | 0.78% | +9.8% |
| CSCO | Buy | CISCO SYS INC | $1,774,227 | +5.0% | 33,003 | +1.1% | 0.77% | +11.2% |
| UNP | Sell | UNION PAC CORP | $1,759,160 | -5.1% | 8,639 | -4.7% | 0.77% | +0.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,704,688 | +7.0% | 3,017 | +1.9% | 0.74% | +13.3% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $1,694,495 | -5.1% | 22,343 | -0.1% | 0.74% | +0.5% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $1,679,034 | +0.8% | 17,706 | +3.8% | 0.73% | +6.9% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,675,308 | -3.2% | 7,146 | +5.5% | 0.73% | +2.5% |
| DVY | Sell | ISHARES TRselect divid etf | $1,668,732 | -22.1% | 15,503 | -18.0% | 0.73% | -17.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,666,290 | -8.1% | 18,879 | -6.6% | 0.73% | -2.7% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $1,565,374 | +24.5% | 67,083 | +25.2% | 0.68% | +31.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,559,920 | +5.0% | 11,118 | +0.1% | 0.68% | +11.3% |
| V | Buy | VISA INC | $1,529,976 | +0.6% | 6,652 | +3.9% | 0.67% | +6.5% |
| WCC | Sell | WESCO INTL INC | $1,497,267 | -20.0% | 10,411 | -0.4% | 0.65% | -15.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,494,109 | -14.2% | 46,100 | -1.5% | 0.65% | -9.1% |
| INTC | Sell | INTEL CORP | $1,490,595 | +3.5% | 41,930 | -2.6% | 0.65% | +9.6% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $1,415,874 | -1.2% | 5,634 | -3.2% | 0.62% | +4.8% |
| MCD | Buy | MCDONALDS CORP | $1,395,840 | -8.9% | 5,299 | +3.2% | 0.61% | -3.5% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,387,560 | -27.0% | 20,280 | -24.8% | 0.60% | -22.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,361,387 | -43.5% | 6,409 | -41.4% | 0.59% | -40.2% |
| DE | Buy | DEERE &CO | $1,325,945 | -5.5% | 3,514 | +1.4% | 0.58% | +0.2% |
| MRK | Sell | MERCK &CO INC | $1,309,847 | -16.1% | 12,723 | -5.9% | 0.57% | -11.1% |
| IBDS | Buy | ISHARES TRibonds 27 etf | $1,290,542 | +21.8% | 55,771 | +23.6% | 0.56% | +28.9% |
| IBDT | Buy | ISHARES TRibds dec28 etf | $1,229,845 | +24.2% | 51,180 | +26.6% | 0.54% | +31.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,214,893 | -9.7% | 2,971 | +1.7% | 0.53% | -4.3% |
| QCOM | Buy | QUALCOMM INC | $1,212,849 | -3.6% | 10,921 | +3.4% | 0.53% | +2.1% |
| CRM | Sell | SALESFORCE INC | $1,125,835 | -4.4% | 5,552 | -0.4% | 0.49% | +1.4% |
| HDV | Sell | ISHARES TRcore high dv etf | $1,121,948 | -4.5% | 11,345 | -2.7% | 0.49% | +1.2% |
| PEP | Sell | PEPSICO INC | $1,120,772 | -9.3% | 6,615 | -0.9% | 0.49% | -4.1% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,108,151 | -4.1% | 69,390 | -4.1% | 0.48% | +1.7% |
| T | Sell | AT&T INC | $1,092,117 | -12.9% | 72,711 | -7.5% | 0.48% | -7.8% |
| GIS | Buy | GENERAL MLS INC | $1,062,087 | -16.5% | 16,598 | +0.0% | 0.46% | -11.5% |
| SO | Sell | SOUTHERN CO | $1,046,623 | -8.5% | 16,172 | -0.7% | 0.46% | -3.2% |
| WELL | Buy | WELLTOWER INC | $981,419 | +3.7% | 11,980 | +2.3% | 0.43% | +10.0% |
| GILD | Buy | GILEAD SCIENCES INC | $979,161 | -1.3% | 13,066 | +1.5% | 0.43% | +4.7% |
| BWA | Buy | BORGWARNER INC | $979,955 | -6.4% | 24,274 | +13.4% | 0.43% | -0.9% |
| RTX | Sell | RTX CORPORATION | $972,305 | -30.7% | 13,510 | -5.7% | 0.42% | -26.5% |
| KO | Sell | COCA COLA CO | $939,981 | -7.8% | 16,791 | -0.8% | 0.41% | -2.1% |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $925,659 | +10.6% | 42,579 | +19.6% | 0.40% | +17.2% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $923,827 | +2.8% | 3,840 | -6.1% | 0.40% | +8.9% |
| BKNG | BOOKING HOLDINGS INC | $912,849 | +14.2% | 296 | 0.0% | 0.40% | +21.0% | |
| SBUX | Sell | STARBUCKS CORP | $907,734 | -8.0% | 9,946 | -0.2% | 0.40% | -2.7% |
| IBDU | New | ISHARES TRibonds dec 29 | $901,158 | – | 41,149 | +100.0% | 0.39% | – |
| NOC | Buy | NORTHROP GRUMMAN CORP | $896,469 | -0.5% | 2,037 | +3.1% | 0.39% | +5.4% |
| APD | Sell | AIR PRODS &CHEMS INC | $893,737 | -7.0% | 3,154 | -1.7% | 0.39% | -1.5% |
| VOO | Sell | VANGUARD INDEX FDS | $885,043 | -31.1% | 2,254 | -28.5% | 0.39% | -26.9% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $886,357 | -23.9% | 7,898 | -1.2% | 0.39% | -19.4% |
| TSLA | Sell | TESLA INC | $877,146 | -5.4% | 3,506 | -1.0% | 0.38% | +0.3% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $840,960 | +7.4% | 19,306 | +12.0% | 0.37% | +13.7% |
| VEEV | Buy | VEEVA SYS INC | $819,904 | +43.0% | 4,030 | +39.0% | 0.36% | +51.3% |
| HON | Buy | HONEYWELL INTL INC | $815,162 | -10.5% | 4,412 | +0.5% | 0.36% | -5.3% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $790,292 | -6.6% | 11,169 | -4.2% | 0.34% | -1.1% |
| USMV | ISHARES TRmsci usa min vol | $783,309 | -2.6% | 10,822 | 0.0% | 0.34% | +3.0% | |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $777,475 | -4.4% | 2,855 | -0.7% | 0.34% | +1.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $739,786 | -10.3% | 12,746 | +198.2% | 0.32% | -5.0% |
| KMB | KIMBERLY-CLARK CORP | $733,680 | -12.5% | 6,071 | 0.0% | 0.32% | -7.2% | |
| ENB | Sell | ENBRIDGE INC | $729,236 | -18.1% | 21,972 | -8.4% | 0.32% | -13.1% |
| LLY | Sell | ELI LILLY &CO | $712,633 | +1.0% | 1,327 | -11.8% | 0.31% | +6.9% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $681,695 | +6.8% | 8,745 | +6.3% | 0.30% | +12.9% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $674,324 | -9.0% | 11,849 | +0.1% | 0.29% | -3.6% |
| WEC | Sell | WEC ENERGY GROUP INC | $660,268 | -9.8% | 8,197 | -1.2% | 0.29% | -4.3% |
| ED | Sell | CONSOLIDATED EDISON INC | $642,771 | -9.6% | 7,515 | -4.5% | 0.28% | -4.4% |
| CL | Sell | COLGATE PALMOLIVE CO | $634,997 | -8.9% | 8,930 | -1.3% | 0.28% | -3.5% |
| BLK | Sell | BLACKROCK INC | $626,371 | -6.8% | 969 | -0.3% | 0.27% | -1.1% |
| D | Sell | DOMINION ENERGY INC | $623,738 | -20.4% | 13,963 | -7.7% | 0.27% | -15.5% |
| FE | Buy | FIRSTENERGY CORP | $609,295 | -10.6% | 17,826 | +1.7% | 0.26% | -5.4% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $568,980 | -7.5% | 2,830 | +11.0% | 0.25% | -2.0% |
| USB | Sell | US BANCORP DEL | $566,322 | -15.3% | 17,130 | -15.4% | 0.25% | -10.2% |
| K | Sell | KELLANOVA | $547,819 | -13.5% | 9,205 | -2.1% | 0.24% | -8.4% |
| DIS | Buy | DISNEY WALT CO | $540,476 | -7.0% | 6,668 | +2.4% | 0.24% | -1.7% |
| NEE | Buy | NEXTERA ENERGY INC | $522,367 | -22.8% | 9,118 | +0.0% | 0.23% | -18.0% |
| IBDP | Sell | ISHARES TRibonds dec24 etf | $511,263 | -64.0% | 20,674 | -64.2% | 0.22% | -61.8% |
| PFE | Sell | PFIZER INC | $508,695 | -16.1% | 15,336 | -7.2% | 0.22% | -10.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $502,477 | -3.7% | 3,056 | +13.6% | 0.22% | +1.9% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $487,666 | -5.7% | 2,975 | +0.0% | 0.21% | -0.5% |
| MDT | Buy | MEDTRONIC PLC | $485,323 | -10.9% | 6,194 | +0.2% | 0.21% | -5.8% |
| IBMM | Buy | ISHARES TRibonds dec | $480,982 | +0.1% | 18,723 | +0.3% | 0.21% | +6.1% |
| GLW | Buy | CORNING INC | $476,959 | -13.0% | 15,653 | +0.1% | 0.21% | -7.6% |
| IBMN | Buy | ISHARES TRibonds dec 25 | $474,000 | -0.6% | 18,175 | +0.3% | 0.21% | +5.6% |
| IBMO | Buy | ISHARES TRibonds dec 26 | $469,061 | -1.2% | 18,906 | +0.3% | 0.20% | +4.6% |
| IBMP | Buy | ISHARES TRibonds dec 27 | $464,707 | -1.9% | 18,983 | +0.4% | 0.20% | +3.6% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $461,884 | -7.5% | 11,950 | -3.0% | 0.20% | -2.0% |
| IBMQ | Buy | ISHARES TRibonds dec 28 | $460,555 | -2.6% | 18,867 | +0.4% | 0.20% | +3.1% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $439,787 | -1.6% | 7,953 | +0.9% | 0.19% | +4.3% |
| FB | Buy | META PLATFORMS INCcl a | $441,008 | +8.0% | 1,469 | +3.2% | 0.19% | +14.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $441,380 | +4.0% | 16,126 | +0.1% | 0.19% | +9.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $437,242 | -4.6% | 2,880 | -0.9% | 0.19% | +1.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $432,717 | +1.1% | 9,093 | +4.7% | 0.19% | +7.4% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $429,883 | -11.2% | 5,715 | -0.6% | 0.19% | -6.0% |
| NSC | Buy | NORFOLK SOUTHN CORP | $416,581 | -13.1% | 2,115 | +0.0% | 0.18% | -7.6% |
| OKE | New | ONEOK INC NEW | $410,659 | – | 6,474 | +100.0% | 0.18% | – |
| TER | Buy | TERADYNE INC | $407,797 | +0.6% | 4,059 | +11.5% | 0.18% | +6.6% |
| BIIB | BIOGEN INC | $397,337 | -9.8% | 1,546 | 0.0% | 0.17% | -4.4% | |
| AZN | ASTRAZENECA PLCsponsored adr | $396,568 | -5.4% | 5,856 | 0.0% | 0.17% | +0.6% | |
| ADBE | Buy | ADOBE INC | $376,816 | +10.6% | 739 | +6.0% | 0.16% | +17.1% |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $370,707 | -1.2% | 7,724 | -0.8% | 0.16% | +5.2% |
| ORCL | Sell | ORACLE CORP | $370,720 | -20.2% | 3,500 | -10.3% | 0.16% | -15.2% |
| MMM | Sell | 3M CO | $349,497 | -33.5% | 3,733 | -28.9% | 0.15% | -29.6% |
| ALB | Buy | ALBEMARLE CORP | $340,965 | -7.6% | 2,005 | +21.2% | 0.15% | -2.0% |
| HD | Buy | HOME DEPOT INC | $337,075 | -1.4% | 1,116 | +1.4% | 0.15% | +4.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $337,002 | +10.1% | 1,525 | +7.2% | 0.15% | +16.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $334,169 | -12.9% | 2,144 | +0.2% | 0.15% | -7.6% |
| IVE | ISHARES TRs&p 500 val etf | $329,987 | -4.6% | 2,145 | 0.0% | 0.14% | +1.4% | |
| BK | Sell | BANK NEW YORK MELLON CORP | $331,561 | -19.1% | 7,774 | -15.6% | 0.14% | -14.8% |
| BA | BOEING CO | $331,231 | -9.2% | 1,728 | 0.0% | 0.14% | -4.0% | |
| CCOI | Buy | COGENT COMMUNICATIONS HLDGS | $331,468 | +0.7% | 5,355 | +9.5% | 0.14% | +6.7% |
| SPMB | New | SPDR SER TRport mtg bk etf | $320,819 | – | 15,424 | +100.0% | 0.14% | – |
| KHC | Buy | KRAFT HEINZ CO | $316,037 | -1.4% | 9,395 | +4.1% | 0.14% | +4.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $305,612 | -10.8% | 4,067 | -10.2% | 0.13% | -5.7% |
| SPTI | New | SPDR SER TRportfli intrmdit | $302,830 | – | 11,000 | +100.0% | 0.13% | – |
| FISV | Buy | FISERV INC | $296,068 | -4.4% | 2,621 | +6.8% | 0.13% | +1.6% |
| SYY | Buy | SYSCO CORP | $289,399 | -10.9% | 4,382 | +0.1% | 0.13% | -6.0% |
| CBU | COMMUNITY BK SYS INC | $288,463 | -10.0% | 6,834 | 0.0% | 0.13% | -4.5% | |
| SJM | Sell | SMUCKER J M CO | $287,364 | -29.6% | 2,338 | -15.4% | 0.12% | -25.6% |
| IJH | New | ISHARES TRcore s&p mcp etf | $281,840 | – | 1,130 | +100.0% | 0.12% | – |
| TJX | Buy | TJX COS INC NEW | $283,197 | +4.9% | 3,186 | +0.0% | 0.12% | +10.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $280,714 | -2.1% | 9,311 | +0.5% | 0.12% | +3.4% |
| HSY | HERSHEY CO | $275,110 | -19.9% | 1,375 | 0.0% | 0.12% | -14.9% | |
| SPIB | New | SPDR SER TRportfolio intrmd | $274,213 | – | 8,719 | +100.0% | 0.12% | – |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $264,850 | -29.6% | 1,372 | +0.4% | 0.12% | -25.8% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $255,560 | -8.9% | 2,886 | -3.0% | 0.11% | -3.5% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $250,550 | -8.4% | 1,712 | -4.2% | 0.11% | -3.5% |
| BFB | BROWN FORMAN CORPcl b | $246,625 | -13.6% | 4,275 | 0.0% | 0.11% | -8.5% | |
| AXP | Buy | AMERICAN EXPRESS CO | $243,088 | -14.2% | 1,629 | +0.2% | 0.11% | -9.4% |
| WMT | Buy | WALMART INC | $234,446 | +2.0% | 1,466 | +0.2% | 0.10% | +7.4% |
| ETR | New | ENTERGY CORP NEW | $231,048 | – | 2,498 | +100.0% | 0.10% | – |
| MDLZ | MONDELEZ INTL INCcl a | $225,638 | -4.8% | 3,251 | 0.0% | 0.10% | 0.0% | |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $224,730 | – | 3,791 | +100.0% | 0.10% | – |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $212,461 | -5.8% | 1,728 | +0.1% | 0.09% | 0.0% |
| NBTB | Buy | NBT BANCORP INC | $211,961 | -0.3% | 6,689 | +0.2% | 0.09% | +5.7% |
| TXN | TEXAS INSTRS INC | $212,278 | -11.7% | 1,335 | 0.0% | 0.09% | -7.1% | |
| AES | Buy | AES CORP | $211,922 | -26.7% | 13,942 | +0.0% | 0.09% | -22.7% |
| GTLS | New | CHART INDS INC | $210,554 | – | 1,245 | +100.0% | 0.09% | – |
| GLD | SPDR GOLD TR | $206,940 | -3.8% | 1,207 | 0.0% | 0.09% | +1.1% | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $206,269 | +2.8% | 521 | +2.2% | 0.09% | +8.4% |
| SABR | New | SABRE CORP | $63,085 | – | 14,050 | +100.0% | 0.03% | – |
| BSGM | BIOSIG TECHNOLOGIES INC | $30,148 | -60.9% | 61,615 | 0.0% | 0.01% | -59.4% | |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,746 | -100.0% | -0.08% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -3,516 | -100.0% | -0.08% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -1,189 | -100.0% | -0.08% | – |
| ATO | Exit | ATMOS ENERGY CORP | $0 | – | -1,800 | -100.0% | -0.09% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -2,590 | -100.0% | -0.09% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -1,084 | -100.0% | -0.09% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,082 | -100.0% | -0.11% | – |
| VMW | Exit | VMWARE INC | $0 | – | -1,852 | -100.0% | -0.11% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -2,170 | -100.0% | -0.18% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -8,072 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 9.5% |
| TOMPKINS FINL CORP | 24 | Q3 2023 | 8.3% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 4.7% |
| ABBVIE INC | 24 | Q3 2023 | 4.4% |
| ABBOTT LABS | 24 | Q3 2023 | 3.5% |
| ISHARES TR | 24 | Q3 2023 | 2.7% |
| PROCTER & GAMBLE CO | 24 | Q3 2023 | 2.6% |
| MICROSOFT CORP | 24 | Q3 2023 | 2.9% |
| EXXON MOBIL CORP | 24 | Q3 2023 | 2.9% |
| JOHNSON &JOHNSON | 24 | Q3 2023 | 2.9% |
View Cornell Pochily Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-20 |
| 13F-HR/A | 2022-04-29 |
| 13F-HR | 2022-04-29 |
View Cornell Pochily Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.