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CIK: 0001736260
Total reported value
$371.7M
$371.7M
175 檔
18.0%
The Q3 2024 SEC filing reveals that Cornell Pochily Investment Advisors, Inc. held a total portfolio value of $371.7M, covering 175 public equity positions.
In Q3 2024, Cornell Pochily Investment Advisors, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.70% | +0.13% | +0.04% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.37% | +0.25% | +0.73% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.74% | +0.53% | +9.95% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.46% | -0.13% | +0.27% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.98% | -0.23% | +1.58% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.88% | -0.09% | — | |
| 7 | TMP | Tompkins Financial CORP | Stock-Other | 2.15% | +0.18% | -1.41% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.04% | -0.58% | +1.78% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.96% | -0.05% | -0.93% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.87% | +0.04% | -0.54% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.29% | -0.68% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.69% | -0.07% | -0.88% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.66% | +0.31% | +1.42% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.61% | -0.26% | +7.65% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.09% | +0.70% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.10% | +1.72% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.37% | -0.13% | +0.17% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.31% | -0.03% | +0.38% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | +0.03% | +0.09% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | -0.06% | -1.87% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.14% | +0.52% | +0.01% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.05% | -1.39% | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 1.08% | +0.03% | +1.73% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.07% | +0.13% | +10.72% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.06% | -0.14% | -0.20% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.12% | +0.71% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.91% | -0.24% | +1.73% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | -0.04% | -0.58% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.87% | -0.10% | -0.14% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | -0.20% | — | |
| 31 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.85% | -0.02% | +1.73% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.85% | +0.78% | NEW | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.17% | +1.21% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.78% | +0.50% | +3.76% | |
| 35 | PAYX | Paychex Inc | Stock-Tech | 0.73% | -0.02% | +0.93% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.70% | -0.08% | -1.81% | |
| 37 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.70% | — | +4.71% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.10% | +1.90% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.25% | -3.51% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.02% | +1.25% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | +0.05% | +0.02% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.64% | -0.03% | +0.11% | |
| 43 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.63% | -0.02% | -0.26% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.12% | +1.32% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.60% | -0.12% | +5.52% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.07% | +1.23% | |
| 47 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.59% | -0.70% | +17.85% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.09% | -1.13% | |
| 49 | WCC | Wesco International Inc | Stock-Industrials | 0.56% | +0.06% | -1.22% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.03% | -1.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +0.3% | NEW | New buy |
| 2 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +9.95% | Add |
| 3 | PFE | Pfizer Inc | +0.2% | +136.73% | Add |
| 4 | AVGO | Broadcom Inc | +0.2% | NEW | New buy |
| 5 | TMP | Tompkins Financial CORP | +0.1% | -1.41% | Trim |
| 6 | IBM | Intl Business Machines CORP | +0.1% | -0.14% | Trim |
| 7 | LOW | Lowe's Cos Inc | +0.1% | -0.20% | Trim |
| 8 | JHSC | John Hancock Multi Small Cap | +0.1% | +95.00% | Add |
| 9 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | NEW | New buy |
| 10 | HSY | Hershey Co/the | +0.1% | NEW | New buy |
| 11 | DGRO | Ishares Core Dividend Growth | +0.1% | +7.65% | Add |
| 12 | LMT | Lockheed Martin CORP | +0.1% | +5.52% | Add |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +32.10% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 15 | AAPL | Apple Inc | +0.1% | +0.04% | Add |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 17 | ABBV | Abbvie Inc | +0.1% | -0.54% | Trim |
| 18 | GJUN | Ft Vest US Equity Moderate B | +0.1% | NEW | New buy |
| 19 | MTB | M & T Bank CORP | +0.1% | NEW | New buy |
| 20 | CAT | Caterpillar Inc | +0.1% | +0.01% | Add |
| 21 | KVUE | Kenvue Inc | +0.1% | NEW | New buy |
| 22 | RTX | Rtx CORP | +0.1% | +1.23% | Add |
| 23 | MCD | Mcdonald's CORP | +0.1% | +1.32% | Add |
| 24 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +22.87% | Add |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +21.36% | Add |
| 26 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +10.72% | Add |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +17.85% | Add |
| 28 | WELL | Welltower Inc | +0.1% | -1.01% | Trim |
| 29 | AMT | American Tower CORP | +0.1% | +7.06% | Add |
| 30 | SBUX | Starbucks CORP | +0.1% | +2.06% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.93% | Trim |
| 32 | MOAT | Vaneck Morningstar Wide Moat | 0% | +1.73% | Add |
| 33 | WEC | Wec Energy Group Inc | 0% | -0.76% | Trim |
| 34 | TMO | Thermo Fisher Scientific Inc | 0% | +0.17% | Add |
| 35 | PAYX | Paychex Inc | 0% | +0.93% | Add |
| 36 | SO | Southern Co/the | 0% | +0.03% | Add |
| 37 | DUK | Duke Energy CORP | 0% | -1.81% | Trim |
| 38 | VZ | Verizon Communications Inc | 0% | +1.73% | Add |
| 39 | ABT | Abbott Laboratories | — | — | Unchanged |
| 40 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.38% | Add |
| 41 | JNJ | Johnson & Johnson | 0% | -1.87% | Trim |
| 42 | IJR | Ishares Core S&p Small-cap E | 0% | -1.39% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | 0% | +1.72% | Add |
| 44 | SJM | Jm Smucker Co/the | -0.1% | EXIT | Sold out |
| 45 | BA | Boeing Co/the | -0.1% | EXIT | Sold out |
| 46 | FHLC | Fidelity Msci Health Care | -0.1% | -49.00% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.27% | Add |
| 48 | INTC | Intel CORP | -0.1% | -14.88% | Trim |
| 49 | QCOM | Qualcomm Inc | -0.2% | +0.02% | Add |
| 50 | GOOG | Alphabet Inc-cl C | -0.4% | -0.68% | Trim |
According to official SEC Form 13F filings, Cornell Pochily Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $371.7M across 175 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, ITOT) accounted for 18.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
NEE
市值: $764.8K
Top Position Liquidated / Trimmed
SJM
前期市值: $240.5K
During Q3 2024, Cornell Pochily Investment Advisors, Inc.'s top holdings by market value included AAPL (8.7%)、NVDA (4.4%)、ITOT (3.7%). The largest single position, AAPL, represented 8.7% of total portfolio value.
In Q3 2024, Cornell Pochily Investment Advisors, Inc. made 48 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 13 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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