$398 Million is the total value of Cornell Pochily Investment Advisors, Inc.'s 146 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TSLA | New | TESLA INC | $6,547,000 | – | 2,448 | +100.0% | 1.64% | – |
DMB | New | BNY MELLON MUN BD INFRASTRUC | $1,363,000 | – | 102,310 | +100.0% | 0.34% | – |
HD | New | HOME DEPOT INC | $404,000 | – | 1,942 | +100.0% | 0.10% | – |
BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $390,000 | – | 4,409 | +100.0% | 0.10% | – |
GAB | New | GABELLI EQUITY TR INC | $335,000 | – | 54,197 | +100.0% | 0.08% | – |
TXN | New | TEXAS INSTRS INC | $321,000 | – | 2,795 | +100.0% | 0.08% | – |
FDX | New | FEDEX CORP | $314,000 | – | 1,913 | +100.0% | 0.08% | – |
IEFA | New | ISHARES TRcore msci eafe | $304,000 | – | 4,956 | +100.0% | 0.08% | – |
PRU | New | PRUDENTIAL FINL INC | $299,000 | – | 2,960 | +100.0% | 0.08% | – |
GE | New | GENERAL ELECTRIC CO | $287,000 | – | 27,288 | +100.0% | 0.07% | – |
ETN | New | EATON CORP PLC | $273,000 | – | 3,276 | +100.0% | 0.07% | – |
DD | New | DUPONT DE NEMOURS INC | $271,000 | – | 3,606 | +100.0% | 0.07% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $233,000 | – | 1,487 | +100.0% | 0.06% | – |
MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $220,000 | – | 4,580 | +100.0% | 0.06% | – |
ADBE | New | ADOBE INC | $218,000 | – | 740 | +100.0% | 0.06% | – |
ET | New | ENERGY TRANSFER LP | $143,000 | – | 10,123 | +100.0% | 0.04% | – |
TRST | New | TRUSTCO BK CORP N Y | $143,000 | – | 17,897 | +100.0% | 0.04% | – |
MFA | New | MFA FINL INC | $128,000 | – | 17,759 | +100.0% | 0.03% | – |
MMT | New | MFS MULTIMARKET INCOME TRsh ben int | $58,000 | – | 10,017 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-22
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.