$147 Million is the total value of Cornell Pochily Investment Advisors, Inc.'s 128 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMP | Sell | TOMPKINS FINANCIAL CORPORATI | $8,336,000 | -35.0% | 109,596 | -35.9% | 5.69% | -31.5% |
| AAPL | Sell | APPLE INC | $7,388,000 | +10.9% | 38,897 | -7.9% | 5.04% | +17.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $6,786,000 | +13.9% | 24,026 | +0.8% | 4.63% | +20.1% |
| ABBV | Sell | ABBVIE INC | $5,141,000 | -14.0% | 63,802 | -1.6% | 3.51% | -9.3% |
| ABT | Sell | ABBOTT LABS | $4,801,000 | +8.6% | 60,065 | -1.7% | 3.28% | +14.5% |
| XOM | Sell | EXXON MOBIL CORP | $3,726,000 | -3.3% | 46,119 | -18.4% | 2.54% | +2.0% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $3,614,000 | -9.2% | 12 | -7.7% | 2.47% | -4.2% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $3,607,000 | +9.7% | 56,013 | -3.3% | 2.46% | +15.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,583,000 | +1.9% | 34,441 | -9.9% | 2.44% | +7.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,184,000 | -23.8% | 53,858 | -27.6% | 2.17% | -19.7% |
| T | Sell | AT&T INC | $3,072,000 | -20.1% | 97,963 | -27.3% | 2.10% | -15.7% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $2,856,000 | +2.5% | 33,344 | -6.7% | 1.95% | +8.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,747,000 | -22.1% | 19,656 | -28.1% | 1.88% | -17.9% |
| INTC | Sell | INTEL CORP | $2,577,000 | -9.4% | 48,004 | -20.8% | 1.76% | -4.4% |
| D | Buy | DOMINION ENERGY INC | $2,268,000 | +16.4% | 29,589 | +8.5% | 1.55% | +22.8% |
| MSFT | Sell | MICROSOFT CORP | $2,247,000 | +5.8% | 19,058 | -8.9% | 1.53% | +11.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,228,000 | +19.7% | 8,141 | -2.2% | 1.52% | +26.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,042,000 | +6.4% | 1,741 | -6.1% | 1.39% | +12.1% |
| PAYX | Sell | PAYCHEX INC | $2,040,000 | +7.3% | 25,438 | -12.8% | 1.39% | +13.2% |
| UNP | UNION PACIFIC CORP | $1,996,000 | +22.8% | 11,759 | 0.0% | 1.36% | +29.5% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,942,000 | -17.2% | 9,668 | -15.8% | 1.32% | -12.7% |
| AMGN | Buy | AMGEN INC | $1,938,000 | +2.9% | 10,206 | +5.4% | 1.32% | +8.5% |
| MMM | Sell | 3M CO | $1,841,000 | -2.9% | 8,864 | -10.9% | 1.26% | +2.4% |
| CSCO | New | CISCO SYS INC | $1,757,000 | – | 32,548 | +100.0% | 1.20% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,747,000 | +5.8% | 6,140 | -6.5% | 1.19% | +11.5% |
| FPE | Sell | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $1,689,000 | -4.8% | 88,622 | -10.4% | 1.15% | +0.3% |
| DVY | Buy | ISHARES TRselect divid etf | $1,545,000 | +11.8% | 15,746 | +1.7% | 1.05% | +17.9% |
| LOW | Buy | LOWES COS INC | $1,499,000 | +22.5% | 13,695 | +3.3% | 1.02% | +29.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,493,000 | +5.9% | 10,586 | -14.7% | 1.02% | +11.6% |
| AMZN | Buy | AMAZON COM INC | $1,463,000 | +23.6% | 822 | +4.3% | 1.00% | +30.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,445,000 | +9.7% | 18,734 | -1.4% | 0.99% | +15.7% |
| MCD | Sell | MCDONALDS CORP | $1,279,000 | -6.0% | 6,736 | -12.1% | 0.87% | -0.8% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,253,000 | +19.1% | 7,846 | -2.2% | 0.86% | +25.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,246,000 | -7.4% | 8,615 | -18.3% | 0.85% | -2.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,231,000 | -17.7% | 12,167 | -20.6% | 0.84% | -13.2% |
| VIG | Sell | VANGUARD GROUPdiv app etf | $1,231,000 | +0.4% | 11,228 | -10.4% | 0.84% | +5.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,191,000 | +1.8% | 1,012 | -9.6% | 0.81% | +7.4% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,186,000 | +29.8% | 32,295 | +17.2% | 0.81% | +36.7% |
| USB | Sell | US BANCORP DEL | $1,105,000 | +5.3% | 22,946 | -0.1% | 0.75% | +11.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,078,000 | +10.2% | 11,984 | +5.7% | 0.74% | +16.3% |
| V | Sell | VISA INC | $1,073,000 | +14.9% | 6,874 | -2.9% | 0.73% | +21.0% |
| CVX | Sell | CHEVRON CORP NEW | $1,024,000 | -26.8% | 8,315 | -35.3% | 0.70% | -22.8% |
| SO | Sell | SOUTHERN CO | $950,000 | +11.6% | 18,397 | -5.1% | 0.65% | +17.6% |
| GIS | Sell | GENERAL MLS INC | $927,000 | +23.9% | 17,919 | -6.8% | 0.63% | +30.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $925,000 | -0.4% | 5,370 | -13.0% | 0.63% | +5.0% |
| CAT | Sell | CATERPILLAR INC DEL | $924,000 | -6.2% | 6,824 | -12.0% | 0.63% | -1.1% |
| WEC | Sell | WEC ENERGY GROUP INC | $902,000 | +12.9% | 11,409 | -1.1% | 0.62% | +19.1% |
| MRK | Sell | MERCK & CO INC | $851,000 | -7.6% | 10,242 | -15.1% | 0.58% | -2.5% |
| ED | Sell | CONSOLIDATED EDISON INC | $848,000 | -3.9% | 10,010 | -13.3% | 0.58% | +1.4% |
| KMB | Sell | KIMBERLY CLARK CORP | $839,000 | -0.1% | 6,776 | -8.1% | 0.57% | +5.3% |
| KO | Sell | COCA COLA CO | $801,000 | -6.5% | 17,113 | -5.4% | 0.55% | -1.4% |
| PEP | Sell | PEPSICO INC | $799,000 | -4.7% | 6,520 | -14.1% | 0.54% | +0.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $789,000 | +11.0% | 11,515 | -3.7% | 0.54% | +17.0% |
| QCOM | Sell | QUALCOMM INC | $768,000 | -5.9% | 13,479 | -6.1% | 0.52% | -0.8% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $754,000 | +50.5% | 4,305 | +37.9% | 0.52% | +59.0% |
| BBT | Sell | BB&T CORP | $744,000 | +5.4% | 16,011 | -1.8% | 0.51% | +11.2% |
| SBUX | Buy | STARBUCKS CORP | $714,000 | +22.5% | 9,616 | +6.2% | 0.49% | +29.2% |
| BKNG | Sell | BOOKING HLDGS INC | $711,000 | -0.3% | 408 | -1.4% | 0.48% | +5.2% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $696,000 | +7.1% | 11,717 | -6.2% | 0.48% | +12.8% |
| DE | Sell | DEERE & CO | $687,000 | +4.1% | 4,299 | -2.9% | 0.47% | +9.8% |
| GILD | Sell | GILEAD SCIENCES INC | $655,000 | +3.5% | 10,081 | -0.5% | 0.45% | +9.0% |
| MDT | Buy | MEDTRONIC PLC | $637,000 | +25.9% | 6,994 | +25.7% | 0.44% | +33.0% |
| FB | Sell | FACEBOOK INCcl a | $634,000 | +21.7% | 3,808 | -4.3% | 0.43% | +28.5% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $624,000 | +11.6% | 3,344 | -10.5% | 0.43% | +17.7% |
| PFE | Sell | PFIZER INC | $614,000 | -21.1% | 14,468 | -18.9% | 0.42% | -16.9% |
| EMR | Sell | EMERSON ELEC CO | $604,000 | -67.5% | 8,835 | -71.6% | 0.41% | -65.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $602,000 | +42.7% | 2,489 | +20.1% | 0.41% | +50.5% |
| DIS | Buy | DISNEY WALT CO | $572,000 | +2.9% | 5,155 | +1.5% | 0.39% | +8.3% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $571,000 | +34.0% | 3,735 | +10.8% | 0.39% | +41.3% |
| VOO | Sell | VANGUARD INDEX FDS | $569,000 | -1.0% | 2,193 | -12.4% | 0.39% | +4.3% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $562,000 | +0.5% | 4,367 | -16.8% | 0.38% | +6.1% |
| RTN | RAYTHEON CO | $563,000 | +18.8% | 3,093 | 0.0% | 0.38% | +25.1% | |
| BLK | Buy | BLACKROCK INC | $545,000 | +20.3% | 1,277 | +10.6% | 0.37% | +27.0% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $534,000 | -30.7% | 8,821 | -34.7% | 0.36% | -27.1% |
| GLW | Sell | CORNING INC | $521,000 | -45.4% | 16,067 | -49.2% | 0.36% | -42.4% |
| LMT | Sell | LOCKHEED MARTIN CORP | $522,000 | -11.4% | 1,740 | -22.7% | 0.36% | -6.6% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $506,000 | -35.2% | 2,817 | -44.4% | 0.34% | -31.7% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $506,000 | -11.1% | 10,618 | -3.0% | 0.34% | -6.2% |
| CRM | Sell | SALESFORCE COM INC | $506,000 | +8.1% | 3,198 | -6.4% | 0.34% | +13.9% |
| BIIB | Sell | BIOGEN INC | $496,000 | -28.6% | 2,101 | -9.1% | 0.34% | -24.7% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $495,000 | -3.7% | 5,920 | -13.9% | 0.34% | +1.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $486,000 | +24.9% | 2,467 | +0.3% | 0.33% | +31.7% |
| DWDP | Sell | DOWDUPONT INC | $481,000 | -17.2% | 9,037 | -16.9% | 0.33% | -12.8% |
| HDV | Buy | ISHARES TRcore high dv etf | $477,000 | +10.4% | 5,123 | +0.0% | 0.33% | +16.4% |
| PFF | Sell | ISHARES TRpfd and incm sec | $471,000 | -17.1% | 12,895 | -22.4% | 0.32% | -12.8% |
| SJM | Sell | SMUCKER J M CO | $436,000 | +23.5% | 3,748 | -0.9% | 0.30% | +30.7% |
| SYY | Sell | SYSCO CORP | $434,000 | -25.0% | 6,515 | -29.5% | 0.30% | -21.1% |
| CBU | COMMUNITY BK SYS INC | $430,000 | +2.4% | 7,208 | 0.0% | 0.29% | +7.7% | |
| BWA | Sell | BORGWARNER INC | $423,000 | +8.5% | 11,023 | -2.0% | 0.29% | +14.7% |
| HON | Buy | HONEYWELL INTL INC | $413,000 | +48.0% | 2,601 | +22.9% | 0.28% | +55.8% |
| LMBS | Buy | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $405,000 | +40.1% | 7,906 | +39.7% | 0.28% | +47.6% |
| TJX | Buy | TJX COS INC NEW | $392,000 | +19.5% | 7,369 | +0.3% | 0.27% | +26.4% |
| FBND | Sell | FIDELITYtotal bd etf | $386,000 | -1.0% | 7,735 | -3.8% | 0.26% | +4.4% |
| NOC | NORTHROP GRUMMAN CORP | $353,000 | +10.0% | 1,310 | 0.0% | 0.24% | +15.9% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $350,000 | +3.2% | 7,030 | -17.1% | 0.24% | +9.1% |
| ENB | New | ENBRIDGE INC | $346,000 | – | 9,557 | +100.0% | 0.24% | – |
| FBT | Buy | FIRST TR EXCHANGE TRADED FDny arca biotech | $345,000 | +22.3% | 2,291 | +0.9% | 0.24% | +28.4% |
| MTN | Buy | VAIL RESORTS INC | $339,000 | +11.1% | 1,562 | +7.9% | 0.23% | +17.3% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $324,000 | +12.1% | 3,378 | +0.1% | 0.22% | +18.2% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $320,000 | -37.7% | 6,437 | -38.6% | 0.22% | -34.5% |
| LLL | Sell | L3 TECHNOLOGIES INC | $319,000 | +4.9% | 1,550 | -11.4% | 0.22% | +10.7% |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $318,000 | +41.3% | 10,854 | +38.6% | 0.22% | +48.6% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $310,000 | +49.8% | 4,283 | +31.4% | 0.21% | +58.2% |
| NVDA | Sell | NVIDIA CORP | $307,000 | -14.5% | 1,713 | -36.4% | 0.21% | -9.5% |
| F | Sell | FORD MTR CO DEL | $298,000 | -4.8% | 33,950 | -17.1% | 0.20% | 0.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $295,000 | +9.7% | 2,646 | -4.1% | 0.20% | +15.5% |
| COF | Sell | CAPITAL ONE FINL CORP | $283,000 | +3.3% | 3,474 | -4.1% | 0.19% | +9.0% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $278,000 | +3.3% | 3,202 | +0.1% | 0.19% | +9.2% |
| USMV | Sell | ISHARES TRmin vol usa etf | $259,000 | +1.6% | 4,405 | -9.7% | 0.18% | +7.3% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $258,000 | +19.4% | 3,807 | +6.7% | 0.18% | +25.7% |
| EE | EL PASO ELEC CO | $258,000 | +17.3% | 4,402 | 0.0% | 0.18% | +23.9% | |
| ORCL | Sell | ORACLE CORP | $257,000 | -22.1% | 4,802 | -34.3% | 0.18% | -18.2% |
| CMP | New | COMPASS MINERALS INTL INC | $254,000 | – | 4,676 | +100.0% | 0.17% | – |
| NEE | Sell | NEXTERA ENERGY INC | $254,000 | -8.0% | 1,315 | -17.3% | 0.17% | -3.4% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $240,000 | +18.2% | 6,509 | -5.0% | 0.16% | +25.2% |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $236,000 | – | 2,607 | +100.0% | 0.16% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $232,000 | – | 3,851 | +100.0% | 0.16% | – |
| TROW | Sell | PRICE T ROWE GROUP INC | $232,000 | +6.4% | 2,319 | -2.0% | 0.16% | +12.1% |
| HBI | New | HANESBRANDS INC | $223,000 | – | 12,484 | +100.0% | 0.15% | – |
| ALLE | New | ALLEGION PUB LTD CO | $221,000 | – | 2,441 | +100.0% | 0.15% | – |
| AXP | Sell | AMERICAN EXPRESS CO | $220,000 | -5.2% | 2,014 | -17.3% | 0.15% | 0.0% |
| IEMG | Sell | ISHARES INCcore msci emkt | $216,000 | -21.7% | 4,195 | -28.5% | 0.15% | -17.9% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $208,000 | -9.2% | 7,179 | -23.1% | 0.14% | -4.1% |
| IJH | New | ISHARES TRcore s&p mcp etf | $205,000 | – | 1,086 | +100.0% | 0.14% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $204,000 | – | 1,146 | +100.0% | 0.14% | – |
| KEY | New | KEYCORP NEW | $204,000 | – | 12,994 | +100.0% | 0.14% | – |
| WELL | Buy | WELLTOWER INC | $201,000 | -52.8% | 6,457 | +5.1% | 0.14% | -50.4% |
| NYCB | Sell | NEW YORK CMNTY BANCORP INC | $160,000 | -6.4% | 13,859 | -24.0% | 0.11% | -1.8% |
| TRST | Exit | TRUSTCO BK CORP N Y | $0 | – | -17,826 | -100.0% | -0.08% | – |
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -10,084 | -100.0% | -0.09% | – |
| LB | Exit | L BRANDS INC | $0 | – | -8,658 | -100.0% | -0.14% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -3,260 | -100.0% | -0.14% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -32,487 | -100.0% | -0.16% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -2,782 | -100.0% | -0.17% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -5,248 | -100.0% | -0.19% | – |
| VFC | Exit | V F CORP | $0 | – | -4,076 | -100.0% | -0.19% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -3,286 | -100.0% | -0.20% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -2,447 | -100.0% | -0.20% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,972 | -100.0% | -0.22% | – |
| TSLA | Exit | TESLA INC | $0 | – | -2,473 | -100.0% | -0.53% | – |
| DMB | Exit | DREYFUS MUN BD INFRSTRCTR FD | $0 | – | -102,310 | -100.0% | -0.79% | – |
| LUMN | Exit | CENTURYLINK INC | $0 | – | -41,164 | -100.0% | -1.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-19
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.