$208 Million is the total value of Cornell Pochily Investment Advisors, Inc.'s 150 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 12.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $18,836,000 | +13.3% | 141,954 | -1.1% | 9.06% | -5.0% |
| VOO | Buy | VANGUARD INDEX FDS | $10,000,000 | +1275.5% | 2,909 | +23.1% | 4.81% | +1053.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $8,676,000 | +13.9% | 23,205 | +2.0% | 4.17% | -4.5% |
| TMP | Buy | TOMPKINS FINL CORP | $7,393,000 | +26.0% | 104,716 | +1.4% | 3.55% | +5.6% |
| ABBV | Sell | ABBVIE INC | $6,642,000 | +21.5% | 61,990 | -0.7% | 3.19% | +1.8% |
| ABT | Sell | ABBOTT LABS | $6,132,000 | +0.5% | 56,009 | -0.1% | 2.95% | -15.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $4,573,000 | +18.1% | 53,039 | +3.4% | 2.20% | -1.0% |
| MSFT | Buy | MICROSOFT CORP | $4,327,000 | +7.7% | 19,453 | +1.8% | 2.08% | -9.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $4,300,000 | -0.8% | 30,903 | -0.9% | 2.07% | -16.9% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $4,174,000 | +8.7% | 12 | 0.0% | 2.01% | -8.9% | |
| T | Sell | AT&T INC | $3,565,000 | -0.7% | 123,972 | -1.5% | 1.71% | -16.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,458,000 | -3.1% | 58,855 | -1.9% | 1.66% | -18.8% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,189,000 | +24.3% | 61,954 | +24.8% | 1.53% | +4.1% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,138,000 | +4.8% | 6,738 | -0.6% | 1.51% | -12.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,021,000 | +28.2% | 9,629 | +13.5% | 1.45% | +7.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,947,000 | +18.8% | 7,851 | +6.4% | 1.42% | -0.4% |
| AMZN | Buy | AMAZON COM INC | $2,908,000 | +10.9% | 893 | +7.2% | 1.40% | -7.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,870,000 | +18.8% | 1,638 | -0.3% | 1.38% | -0.4% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $2,808,000 | +9.1% | 30,689 | -3.5% | 1.35% | -8.5% |
| JNJ | Sell | JOHNSON &JOHNSON | $2,685,000 | +4.5% | 17,058 | -1.2% | 1.29% | -12.4% |
| D | Buy | DOMINION ENERGY INC | $2,531,000 | -2.0% | 33,654 | +2.9% | 1.22% | -17.8% |
| AMGN | Buy | AMGEN INC | $2,528,000 | -9.5% | 10,997 | +0.0% | 1.22% | -24.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,471,000 | +10.2% | 10,658 | +1.2% | 1.19% | -7.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,466,000 | +14.8% | 12,669 | +0.5% | 1.19% | -3.7% |
| INTC | Sell | INTEL CORP | $2,343,000 | -3.9% | 47,018 | -0.1% | 1.13% | -19.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,199,000 | +126.7% | 26,412 | +125.5% | 1.06% | +90.1% |
| UNP | Buy | UNION PAC CORP | $2,102,000 | +6.8% | 10,094 | +1.0% | 1.01% | -10.5% |
| DGRO | Sell | ISHARES TRcore div grwth | $2,021,000 | +11.5% | 45,087 | -1.0% | 0.97% | -6.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,974,000 | +43.5% | 21,476 | +9.6% | 0.95% | +20.3% |
| LOW | Buy | LOWES COS INC | $1,968,000 | +0.4% | 12,262 | +3.7% | 0.95% | -15.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,885,000 | +11.1% | 13,350 | +1.2% | 0.91% | -6.9% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,807,000 | +6.9% | 89,476 | +1.5% | 0.87% | -10.3% |
| DVY | Buy | ISHARES TRselect divid etf | $1,762,000 | +29.6% | 18,317 | +9.8% | 0.85% | +8.6% |
| QCOM | Sell | QUALCOMM INC | $1,758,000 | +27.3% | 11,542 | -1.6% | 0.84% | +6.7% |
| PAYX | Sell | PAYCHEX INC | $1,741,000 | +14.6% | 18,687 | -1.9% | 0.84% | -3.9% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,668,000 | +25.4% | 26,135 | +354.2% | 0.80% | +5.1% |
| MMM | Buy | 3M CO | $1,593,000 | +11.1% | 9,111 | +1.8% | 0.77% | -6.8% |
| JPM | Sell | JPMORGAN CHASE &CO | $1,514,000 | +31.8% | 11,911 | -0.2% | 0.73% | +10.5% |
| GOOGL | ALPHABET INCcap stk cl a | $1,476,000 | +19.6% | 842 | 0.0% | 0.71% | +0.3% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,475,000 | +2.2% | 16,112 | -1.2% | 0.71% | -14.4% |
| TSLA | Buy | TESLA INC | $1,422,000 | +73.0% | 2,015 | +5.2% | 0.68% | +45.2% |
| V | Buy | VISA INC | $1,403,000 | +21.3% | 6,413 | +10.8% | 0.68% | +1.7% |
| MCD | Buy | MCDONALDS CORP | $1,396,000 | +2.4% | 6,507 | +4.8% | 0.67% | -14.2% |
| CSCO | Buy | CISCO SYS INC | $1,387,000 | +17.1% | 30,999 | +3.2% | 0.67% | -1.8% |
| XOM | Buy | EXXON MOBIL CORP | $1,265,000 | +21.5% | 30,680 | +1.2% | 0.61% | +1.8% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,236,000 | +202.2% | 14,912 | +202.8% | 0.59% | +152.8% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $1,211,000 | +9.0% | 22,315 | +9.7% | 0.58% | -8.6% |
| CAT | Sell | CATERPILLAR INC | $1,156,000 | +21.3% | 6,350 | -0.6% | 0.56% | +1.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,112,000 | +25.4% | 6,309 | -0.8% | 0.54% | +5.1% |
| SO | Sell | SOUTHERN CO | $1,076,000 | +12.0% | 17,520 | -1.2% | 0.52% | -6.2% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,046,000 | +18.7% | 4,774 | +2.7% | 0.50% | -0.4% |
| SBUX | Sell | STARBUCKS CORP | $1,041,000 | +22.5% | 9,727 | -1.6% | 0.50% | +2.5% |
| DE | Sell | DEERE &CO | $1,032,000 | +15.6% | 3,836 | -4.8% | 0.50% | -3.1% |
| DIS | Sell | DISNEY WALT CO | $1,017,000 | +39.9% | 5,612 | -4.2% | 0.49% | +17.3% |
| MRK | Buy | MERCK &CO. INC | $1,015,000 | +0.3% | 12,409 | +1.7% | 0.49% | -15.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,014,000 | +8.0% | 16,344 | +5.0% | 0.49% | -9.6% |
| NVDA | Buy | NVIDIA CORPORATION | $1,008,000 | +4.0% | 1,930 | +7.8% | 0.48% | -12.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,002,000 | +11.8% | 2,660 | +5.3% | 0.48% | -6.2% |
| MDT | Buy | MEDTRONIC PLC | $965,000 | +16.5% | 8,236 | +3.4% | 0.46% | -2.3% |
| CL | Sell | COLGATE PALMOLIVE CO | $957,000 | +10.0% | 11,194 | -0.7% | 0.46% | -7.8% |
| USB | Buy | US BANCORP DEL | $947,000 | +30.1% | 20,325 | +0.1% | 0.46% | +8.9% |
| PEP | Sell | PEPSICO INC | $933,000 | +5.4% | 6,295 | -1.4% | 0.45% | -11.6% |
| KO | Sell | COCA COLA CO | $892,000 | +9.4% | 16,259 | -1.6% | 0.43% | -8.1% |
| MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $876,000 | +26.0% | 14,132 | +11.1% | 0.42% | +5.5% |
| GIS | Sell | GENERAL MLS INC | $874,000 | -7.8% | 14,862 | -3.3% | 0.42% | -22.8% |
| WEC | Sell | WEC ENERGY GROUP INC | $874,000 | -6.2% | 9,496 | -1.2% | 0.42% | -21.5% |
| CRM | Buy | SALESFORCE COM INC | $868,000 | -9.1% | 3,900 | +2.6% | 0.42% | -23.9% |
| KMB | Buy | KIMBERLY-CLARK CORP | $866,000 | -7.0% | 6,424 | +1.9% | 0.42% | -22.1% |
| BLK | Sell | BLACKROCK INC | $794,000 | +19.8% | 1,101 | -6.5% | 0.38% | +0.5% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $786,000 | +9.5% | 10,985 | -12.0% | 0.38% | -8.3% |
| HON | Sell | HONEYWELL INTL INC | $759,000 | +24.2% | 3,571 | -3.7% | 0.36% | +4.3% |
| CVX | Sell | CHEVRON CORP NEW | $748,000 | +9.7% | 8,859 | -6.5% | 0.36% | -7.9% |
| FB | Sell | FACEBOOK INCcl a | $748,000 | +0.7% | 2,738 | -3.5% | 0.36% | -15.5% |
| BKNG | Sell | BOOKING HOLDINGS INC | $737,000 | +17.7% | 331 | -9.6% | 0.35% | -1.4% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $721,000 | +2.4% | 3,542 | -5.2% | 0.35% | -14.1% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $697,000 | +13.0% | 7,863 | +1.9% | 0.34% | -5.4% |
| NSC | Sell | NORFOLK SOUTHN CORP | $697,000 | +8.2% | 2,932 | -2.6% | 0.34% | -9.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $695,000 | +8.8% | 1,958 | +17.4% | 0.33% | -9.0% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $692,000 | +7.6% | 11,867 | +0.1% | 0.33% | -9.8% |
| WELL | Buy | WELLTOWER INC | $670,000 | +19.9% | 10,373 | +2.3% | 0.32% | +0.3% |
| ED | Sell | CONSOLIDATED EDISON INC | $620,000 | -8.8% | 8,585 | -1.7% | 0.30% | -23.6% |
| EMR | Sell | EMERSON ELEC CO | $582,000 | +20.0% | 7,236 | -0.5% | 0.28% | +0.7% |
| PFE | Buy | PFIZER INC | $576,000 | +5.9% | 15,637 | +5.4% | 0.28% | -11.2% |
| WCC | Buy | WESCO INTL INC | $575,000 | +94.9% | 7,320 | +9.2% | 0.28% | +63.3% |
| NOC | NORTHROP GRUMMAN CORP | $571,000 | -3.5% | 1,875 | 0.0% | 0.28% | -19.1% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $562,000 | +0.4% | 2,505 | +8.2% | 0.27% | -15.9% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $547,000 | +31.8% | 7,828 | +1.6% | 0.26% | +10.5% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $541,000 | +39.8% | 10,980 | +39.9% | 0.26% | +17.1% |
| PANW | Buy | PALO ALTO NETWORKS INC | $537,000 | +65.7% | 1,510 | +14.0% | 0.26% | +38.7% |
| GLW | CORNING INC | $516,000 | +11.2% | 14,331 | 0.0% | 0.25% | -6.8% | |
| ENB | Sell | ENBRIDGE INC | $489,000 | +3.4% | 15,272 | -5.7% | 0.24% | -13.3% |
| FDX | Buy | FEDEX CORP | $467,000 | +3.3% | 1,798 | +0.1% | 0.22% | -13.1% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $464,000 | +32.6% | 3,011 | +17.1% | 0.22% | +10.9% |
| BWA | Sell | BORGWARNER INC | $453,000 | -0.9% | 11,712 | -0.7% | 0.22% | -16.8% |
| CBU | COMMUNITY BK SYS INC | $446,000 | +14.4% | 7,159 | 0.0% | 0.21% | -4.5% | |
| HDV | Sell | ISHARES TRcore high dv etf | $443,000 | +4.2% | 5,048 | -4.4% | 0.21% | -12.7% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $436,000 | +2.8% | 5,235 | +0.9% | 0.21% | -13.6% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $428,000 | -9.1% | 3,402 | -12.1% | 0.21% | -23.7% |
| USMV | Sell | ISHARES TRmsci usa min vol | $422,000 | +4.2% | 6,220 | -2.1% | 0.20% | -12.5% |
| VEEV | Buy | VEEVA SYS INC | $410,000 | +9.9% | 1,507 | +13.6% | 0.20% | -7.9% |
| NEE | Buy | NEXTERA ENERGY INC | $406,000 | +11.2% | 5,260 | +300.0% | 0.20% | -6.7% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $406,000 | +3.0% | 2,416 | -3.5% | 0.20% | -13.7% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $398,000 | +38.2% | 7,704 | +38.0% | 0.19% | +15.8% |
| SYY | Sell | SYSCO CORP | $395,000 | -1.7% | 5,323 | -17.7% | 0.19% | -17.7% |
| AES | Buy | AES CORP | $396,000 | +47.2% | 16,868 | +13.5% | 0.19% | +23.4% |
| AMAT | Buy | APPLIED MATLS INC | $386,000 | +80.4% | 4,471 | +24.1% | 0.19% | +51.2% |
| SJM | SMUCKER J M CO | $385,000 | 0.0% | 3,332 | 0.0% | 0.18% | -16.3% | |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $381,000 | +29.2% | 3,336 | +99.8% | 0.18% | +8.3% |
| BIIB | Sell | BIOGEN INC | $373,000 | -21.5% | 1,524 | -9.0% | 0.18% | -34.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $371,000 | +46.1% | 2,856 | +31.3% | 0.18% | +21.9% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $370,000 | +0.5% | 2,197 | -0.5% | 0.18% | -15.6% |
| LHX | L3HARRIS TECHNOLOGIES INC | $361,000 | +11.4% | 1,910 | 0.0% | 0.17% | -6.5% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $359,000 | -4.0% | 9,335 | -9.1% | 0.17% | -19.5% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $360,000 | +33.3% | 18,382 | +7.6% | 0.17% | +11.6% |
| CMP | Buy | COMPASS MINERALS INTL INC | $357,000 | +5.0% | 5,782 | +0.9% | 0.17% | -11.8% |
| K | Buy | KELLOGG CO | $349,000 | +9.7% | 5,604 | +13.7% | 0.17% | -7.7% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $344,000 | +19.0% | 8,098 | -4.0% | 0.16% | -0.6% |
| TJX | Sell | TJX COS INC NEW | $344,000 | +14.7% | 5,047 | -6.5% | 0.16% | -4.1% |
| AXP | Sell | AMERICAN EXPRESS CO | $344,000 | +19.4% | 2,848 | -1.0% | 0.16% | 0.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $340,000 | +26.4% | 1,343 | +13.7% | 0.16% | +5.8% |
| SQ | SQUARE INCcl a | $320,000 | +33.9% | 1,470 | 0.0% | 0.15% | +12.4% | |
| XBI | New | SPDR SER TRs&p biotech | $316,000 | – | 2,244 | +100.0% | 0.15% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $310,000 | – | 1,082 | +100.0% | 0.15% | – |
| HD | Sell | HOME DEPOT INC | $288,000 | -6.5% | 1,085 | -2.0% | 0.14% | -22.0% |
| IEMG | New | ISHARES INCcore msci emkt | $273,000 | – | 4,395 | +100.0% | 0.13% | – |
| TROW | Sell | PRICE T ROWE GROUP INC | $273,000 | +1.9% | 1,803 | -13.7% | 0.13% | -14.9% |
| TXN | Sell | TEXAS INSTRS INC | $267,000 | +3.5% | 1,625 | -10.2% | 0.13% | -13.5% |
| NVS | Buy | NOVARTIS AGsponsored adr | $264,000 | +9.5% | 2,801 | +1.2% | 0.13% | -8.0% |
| GLD | Buy | SPDR GOLD TR | $263,000 | +8.2% | 1,472 | +7.3% | 0.13% | -9.4% |
| HSY | HERSHEY CO | $259,000 | +6.1% | 1,700 | 0.0% | 0.12% | -10.7% | |
| FE | New | FIRSTENERGY CORP | $255,000 | – | 8,329 | +100.0% | 0.12% | – |
| NOBL | PROSHARES TRs&p 500 dv arist | $251,000 | +10.6% | 3,147 | 0.0% | 0.12% | -6.9% | |
| IAU | New | ISHARES GOLD TRUSTishares | $243,000 | – | 13,380 | +100.0% | 0.12% | – |
| ORCL | ORACLE CORP | $235,000 | +8.3% | 3,640 | 0.0% | 0.11% | -8.9% | |
| GILD | Buy | GILEAD SCIENCES INC | $236,000 | -7.8% | 4,054 | +0.0% | 0.11% | -23.1% |
| AZN | ASTRAZENECA PLCsponsored adr | $224,000 | -8.9% | 4,481 | 0.0% | 0.11% | -23.4% | |
| NKE | Sell | NIKE INCcl b | $220,000 | +5.8% | 1,558 | -99.3% | 0.11% | -10.9% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $214,000 | – | 2,616 | +100.0% | 0.10% | – |
| JCI | Sell | JOHNSON CTLS INTL PLC | $214,000 | +1.9% | 4,599 | -10.6% | 0.10% | -14.2% |
| IJH | New | ISHARES TRcore s&p mcp etf | $214,000 | – | 930 | +100.0% | 0.10% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $211,000 | – | 2,020 | +100.0% | 0.10% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $209,000 | – | 585 | +100.0% | 0.10% | – |
| IBB | New | ISHARES TRnasdaq biotech | $208,000 | – | 1,373 | +100.0% | 0.10% | – |
| CLX | Buy | CLOROX CO DEL | $209,000 | -3.7% | 1,034 | +0.1% | 0.10% | -19.4% |
| ICSH | Sell | ISHARES TRblackrock ultra | $203,000 | -13.2% | 4,021 | -12.9% | 0.10% | -26.9% |
| NFLX | New | NETFLIX INC | $203,000 | – | 375 | +100.0% | 0.10% | – |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $200,000 | – | 3,822 | +100.0% | 0.10% | – |
| HBI | New | HANESBRANDS INC | $169,000 | – | 11,572 | +100.0% | 0.08% | – |
| GE | Buy | GENERAL ELECTRIC CO | $121,000 | +72.9% | 11,223 | +0.0% | 0.06% | +45.0% |
| MMT | Sell | MFS MULTIMARKET INCOME TRsh ben int | $62,000 | -1.6% | 10,209 | -8.7% | 0.03% | -16.7% |
| KEY | Exit | KEYCORP | $0 | – | -10,090 | -100.0% | -0.07% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -3,663 | -100.0% | -0.12% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,902 | -100.0% | -0.15% | – |
| PTLC | Exit | PACER FDS TRtrendp us lar cp | $0 | – | -11,328 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-01
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 | 2024-01-18 |
| 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 |
| 13F-HR | 2022-01-19 |
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.