Director of Operations

0001736260-24-000004.txt : 20240423 0001736260-24-000004.hdr.sgml : 20240423 20240423133808 ACCESSION NUMBER: 0001736260-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240423 EFFECTIVENESS DATE: 20240423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cornell Pochily Investment Advisors, Inc. CENTRAL INDEX KEY: 0001736260 ORGANIZATION NAME: IRS NUMBER: 261694165 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18710 FILM NUMBER: 24863764 BUSINESS ADDRESS: STREET 1: 2415 NORTH TRIPHAMMER ROAD STREET 2: SUITE 1 CITY: ITHACA STATE: NY ZIP: 14850 BUSINESS PHONE: 6073917080 MAIL ADDRESS: STREET 1: 2415 NORTH TRIPHAMMER ROAD STREET 2: SUITE 1 CITY: ITHACA STATE: NY ZIP: 14850 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001736260 XXXXXXXX 03-31-2024 03-31-2024 Cornell Pochily Investment Advisors, Inc.

2415 NORTH TRIPHAMMER ROAD SUITE 1 ITHACA NY 14850

13F HOLDINGS REPORT 028-18710 000145355 028-18710 N Cathy LaMorie Director of Operations 607-391-7080 Cathy LaMorie Ithaca NY 04-23-2024 0 168 252079424 false INFORMATION TABLE 2 q12024form13fhr.xml AT&T INC COM 00206R102 1235414 70194 SH SOLE 0 0 70194 ABBOTT LABS COM 002824100 2303775 20269 SH SOLE 0 0 20269 ABBVIE INC COM 00287Y109 4692514 25769 SH SOLE 0 0 25769 ADOBE INC COM 00724F101 421846 836 SH SOLE 0 0 836 AIR PRODS &CHEMS INC COM 009158106 647884 2674 SH SOLE 0 0 2674 ALPHABET INC CAP STK CL C 02079K107 4718690 30991 SH SOLE 0 0 30991 ALPHABET INC CAP STK CL A 02079K305 2121321 14055 SH SOLE 0 0 14055 AMAZON COM INC COM 023135106 4248129 23551 SH SOLE 0 0 23551 AMERICAN CENTY ETF TR US SML CP VALU 025072877 854222 9116 SH SOLE 0 0 9116 AMERICAN ELEC PWR CO INC COM 025537101 404820 4702 SH SOLE 0 0 4702 AMERICAN EXPRESS CO COM 025816109 363737 1598 SH SOLE 0 0 1598 AMERICAN TOWER CORP NEW COM 03027X100 681615 3450 SH SOLE 0 0 3450 AMGEN INC COM 031162100 2231531 7849 SH SOLE 0 0 7849 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 428284 7046 SH SOLE 0 0 7046 APPLE INC COM 037833100 18294406 106685 SH SOLE 0 0 106685 ASTRAZENECA PLC SPONSORED ADR 046353108 261244 3856 SH SOLE 0 0 3856 ATMOS ENERGY CORP COM 049560105 213966 1800 SH SOLE 0 0 1800 AUTOMATIC DATA PROCESSING IN COM 053015103 892571 3574 SH SOLE 0 0 3574 BANK NEW YORK MELLON CORP COM 064058100 443048 7689 SH SOLE 0 0 7689 BERKSHIRE HATHAWAY INC DEL CL A 084670108 7613280 12 SH SOLE 0 0 12 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5245146 12473 SH SOLE 0 0 12473 BIOGEN INC COM 09062X103 310723 1441 SH SOLE 0 0 1441 BLACKROCK INC COM 09247X101 904003 1084 SH SOLE 0 0 1084 BOEING CO COM 097023105 285827 1481 SH SOLE 0 0 1481 BOOKING HOLDINGS INC COM 09857L108 1055851 291 SH SOLE 0 0 291 BORGWARNER INC COM 099724106 762647 21953 SH SOLE 0 0 21953 BRISTOL-MYERS SQUIBB CO COM 110122108 599497 11055 SH SOLE 0 0 11055 BROADCOM INC COM 11135F101 301783 228 SH SOLE 0 0 228 BROWN FORMAN CORP CL B 115637209 220676 5386 SH SOLE 0 0 5386 CVS HEALTH CORP COM 126650100 258566 3242 SH SOLE 0 0 3242 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 1113384 43188 SH SOLE 0 0 43188 CATERPILLAR INC COM 149123101 3124701 8527 SH SOLE 0 0 8527 CHEVRON CORP NEW COM 166764100 1903659 12068 SH SOLE 0 0 12068 CISCO SYS INC COM 17275R102 1631966 32698 SH SOLE 0 0 32698 COCA COLA CO COM 191216100 1037957 16966 SH SOLE 0 0 16966 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 397267 6081 SH SOLE 0 0 6081 COLGATE PALMOLIVE CO COM 194162103 794670 8825 SH SOLE 0 0 8825 COMMUNITY BK SYS INC COM 203607106 328237 6834 SH SOLE 0 0 6834 CONOCOPHILLIPS COM 20825C104 208866 1641 SH SOLE 0 0 1641 CONSOLIDATED EDISON INC COM 209115104 631197 6951 SH SOLE 0 0 6951 CONSTELLATION BRANDS INC CL A 21036P108 1469094 5406 SH SOLE 0 0 5406 CORNING INC COM 219350105 396047 12016 SH SOLE 0 0 12016 COSTCO WHSL CORP NEW COM 22160K105 2187257 2985 SH SOLE 0 0 2985 DEERE &CO COM 244199105 1424365 3468 SH SOLE 0 0 3468 DISNEY WALT CO COM 254687106 829502 6779 SH SOLE 0 0 6779 DOMINION ENERGY INC COM 25746U109 510379 10376 SH SOLE 0 0 10376 DUKE ENERGY CORP NEW COM NEW 26441C204 1700459 17583 SH SOLE 0 0 17583 EMERSON ELEC CO COM 291011104 3133592 27628 SH SOLE 0 0 27628 ENBRIDGE INC COM 29250N105 650080 17968 SH SOLE 0 0 17968 ENTERGY CORP NEW COM 29364G103 233125 2206 SH SOLE 0 0 2206 ENTERPRISE PRODS PARTNERS L COM 293792107 413393 14167 SH SOLE 0 0 14167 EXXON MOBIL CORP COM 30231G102 5511172 47412 SH SOLE 0 0 47412 META PLATFORMS INC CL A 30303M102 657628 1354 SH SOLE 0 0 1354 FEDEX CORP COM 31428X106 235324 812 SH SOLE 0 0 812 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 461186 6610 SH SOLE 0 0 6610 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 275863 1770 SH SOLE 0 0 1770 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 744992 16442 SH SOLE 0 0 16442 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 253259 1647 SH SOLE 0 0 1647 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 965138 55724 SH SOLE 0 0 55724 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1851337 38370 SH SOLE 0 0 38370 FISERV INC COM 337738108 372221 2329 SH SOLE 0 0 2329 FIRSTENERGY CORP COM 337932107 634195 16421 SH SOLE 0 0 16421 GENERAL DYNAMICS CORP COM 369550108 461443 1633 SH SOLE 0 0 1633 GENERAL ELECTRIC CO COM NEW 369604301 286408 1632 SH SOLE 0 0 1632 GENERAL MLS INC COM 370334104 1070604 15301 SH SOLE 0 0 15301 GILEAD SCIENCES INC COM 375558103 84206 11539 SH SOLE 0 0 11539 HERSHEY CO COM 427866108 267438 1375 SH SOLE 0 0 1375 HOME DEPOT INC COM 437076102 429253 1119 SH SOLE 0 0 1119 HONEYWELL INTL INC COM 438516106 624418 3042 SH SOLE 0 0 3042 INTEL CORP COM 458140100 1739950 39392 SH SOLE 0 0 39392 INTERNATIONAL BUSINESS MACHS COM 459200101 2061614 10796 SH SOLE 0 0 10796 INVESCO QQQ TR UNIT SER 1 46090E103 4203161 9466 SH SOLE 0 0 9466 INTUITIVE SURGICAL INC COM NEW 46120E602 271381 680 SH SOLE 0 0 680 ISHARES TR CORE S&P TTL STK 464287150 8306240 72040 SH SOLE 0 0 72040 ISHARES TR SELECT DIVID ETF 464287168 1699347 13796 SH SOLE 0 0 13796 ISHARES TR CORE S&P500 ETF 464287200 3546912 6747 SH SOLE 0 0 6747 ISHARES TR S&P 500 GRWT ETF 464287309 1652016 19564 SH SOLE 0 0 19564 ISHARES TR S&P 500 VAL ETF 464287408 407246 2180 SH SOLE 0 0 2180 ISHARES TR CORE S&P MCP ETF 464287507 676899 11144 SH SOLE 0 0 11144 ISHARES TR RUS 1000 VAL ETF 464287598 515837 2880 SH SOLE 0 0 2880 ISHARES TR RUS 1000 GRW ETF 464287614 455702 1352 SH SOLE 0 0 1352 ISHARES TR CORE S&P US GWT 464287671 2205744 18819 SH SOLE 0 0 18819 ISHARES TR CORE S&P SCP ETF 464287804 3133185 28349 SH SOLE 0 0 28349 ISHARES TR S&P SML 600 GWT 464287887 229068 1752 SH SOLE 0 0 1752 ISHARES TR CORE HIGH DV ETF 46429B663 1059475 9613 SH SOLE 0 0 9613 ISHARES TR MSCI USA MIN VOL 46429B697 611345 7314 SH SOLE 0 0 7314 ISHARES INC CORE MSCI EMKT 46434G103 437387 8476 SH SOLE 0 0 8476 ISHARES TR 0-5YR INVT GR CP 46434V100 311451 6328 SH SOLE 0 0 6328 ISHARES TR CORE DIV GRWTH 46434V621 3803105 65503 SH SOLE 0 0 65503 ISHARES TR IBONDS DEC25 ETF 46434VBD1 1929517 77772 SH SOLE 0 0 77772 ISHARES TR IBONDS DEC24 ETF 46434VBG4 478987 19121 SH SOLE 0 0 19121 ISHARES TR IBONDS DEC2026 46435GAA0 1615633 67741 SH SOLE 0 0 67741 ISHARES TR IBDS DEC28 ETF 46435U515 1267673 50900 SH SOLE 0 0 50900 ISHARES TR IBONDS 27 ETF 46435UAA9 1326007 55715 SH SOLE 0 0 55715 ISHARES TR IBONDS DEC 29 46436E205 948904 41582 SH SOLE 0 0 41582 JPMORGAN CHASE &CO COM 46625H100 3216061 16056 SH SOLE 0 0 16056 JOHNSON &JOHNSON COM 478160104 3308664 20916 SH SOLE 0 0 20916 KELLANOVA COM 487836108 476849 8323 SH SOLE 0 0 8323 KIMBERLY-CLARK CORP COM 494368103 773642 5981 SH SOLE 0 0 5981 KRAFT HEINZ CO COM 500754106 299051 8104 SH SOLE 0 0 8104 L3HARRIS TECHNOLOGIES INC COM 502431109 441117 2070 SH SOLE 0 0 2070 LABORATORY CORP AMER HLDGS COM NEW 50540R409 569035 2605 SH SOLE 0 0 2605 ELI LILLY &CO COM 532457108 1032437 1327 SH SOLE 0 0 1327 LOCKHEED MARTIN CORP COM 539830109 1284372 2824 SH SOLE 0 0 2824 LOWES COS INC COM 548661107 2854002 11204 SH SOLE 0 0 11204 MASTERCARD INCORPORATED CL A 57636Q104 258603 537 SH SOLE 0 0 537 MCDONALDS CORP COM 580135101 1541129 5466 SH SOLE 0 0 5466 MERCK &CO INC COM 58933Y105 1162565 8811 SH SOLE 0 0 8811 MICROSOFT CORP COM 594918104 8274176 19667 SH SOLE 0 0 19667 MONDELEZ INTL INC CL A 609207105 305526 4365 SH SOLE 0 0 4365 NBT BANCORP INC COM 628778102 246111 6710 SH SOLE 0 0 6710 NEXTERA ENERGY INC COM 65339F101 641066 10031 SH SOLE 0 0 10031 NORFOLK SOUTHN CORP COM 655844108 482758 1894 SH SOLE 0 0 1894 NORTHROP GRUMMAN CORP COM 666807102 1079819 2256 SH SOLE 0 0 2256 NVIDIA CORPORATION COM 67066G104 8842211 9786 SH SOLE 0 0 9786 ONEOK INC NEW COM 682680103 510201 6364 SH SOLE 0 0 6364 ORACLE CORP COM 68389X105 445916 3550 SH SOLE 0 0 3550 PALO ALTO NETWORKS INC COM 697435105 1754787 6176 SH SOLE 0 0 6176 PAYCHEX INC COM 704326107 1856122 15115 SH SOLE 0 0 15115 PEPSICO INC COM 713448108 1185294 6773 SH SOLE 0 0 6773 PFIZER INC COM 717081103 368409 13276 SH SOLE 0 0 13276 PHILIP MORRIS INTL INC COM 718172109 248932 2717 SH SOLE 0 0 2717 PROCTER AND GAMBLE CO COM 742718109 4563282 28125 SH SOLE 0 0 28125 PROSHARES TR S&P 500 DV ARIST 74348A467 312246 3079 SH SOLE 0 0 3079 PRUDENTIAL FINL INC COM 744320102 240680 2050 SH SOLE 0 0 2050 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 781976 11710 SH SOLE 0 0 11710 QUALCOMM INC COM 747525103 1872030 11057 SH SOLE 0 0 11057 RTX CORPORATION COM 75513E101 1368213 14029 SH SOLE 0 0 14029 SPDR S&P 500 ETF TR TR UNIT 78462F103 9097871 17393 SH SOLE 0 0 17393 SPDR GOLD TR GOLD SHS 78463V107 248304 1207 SH SOLE 0 0 1207 SPDR SER TR S&P BIOTECH 78464A870 206914 2181 SH SOLE 0 0 2181 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 469428 11721 SH SOLE 0 0 11721 SALESFORCE INC COM 79466L302 1656189 5499 SH SOLE 0 0 5499 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 716894 8891 SH SOLE 0 0 8891 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 690615 3316 SH SOLE 0 0 3316 SERVICENOW INC COM 81762P102 232532 305 SH SOLE 0 0 305 SMUCKER J M CO COM NEW 832696405 294284 2338 SH SOLE 0 0 2338 SOUTHERN CO COM 842587107 1157990 16141 SH SOLE 0 0 16141 STARBUCKS CORP COM 855244109 880797 9638 SH SOLE 0 0 9638 SYSCO CORP COM 871829107 289656 3568 SH SOLE 0 0 3568 TJX COS INC NEW COM 872540109 322069 3176 SH SOLE 0 0 3176 TERADYNE INC COM 880770102 346158 3068 SH SOLE 0 0 3068 TESLA INC COM 88160R101 600938 3419 SH SOLE 0 0 3419 TEXAS INSTRS INC COM 882508104 232570 1335 SH SOLE 0 0 1335 THERMO FISHER SCIENTIFIC INC COM 883556102 3737798 6431 SH SOLE 0 0 6431 3M CO COM 88579Y101 218362 2059 SH SOLE 0 0 2059 TOMPKINS FINL CORP COM 890110109 5661954 112586 SH SOLE 0 0 112586 TRAVELERS COMPANIES INC COM 89417E109 326108 1417 SH SOLE 0 0 1417 US BANCORP DEL COM NEW 902973304 628425 14059 SH SOLE 0 0 14059 UNION PAC CORP COM 907818108 1446560 5882 SH SOLE 0 0 5882 UNITED PARCEL SERVICE INC CL B 911312106 339143 2282 SH SOLE 0 0 2282 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 2226358 24765 SH SOLE 0 0 24765 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2138763 11712 SH SOLE 0 0 11712 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3544832 29299 SH SOLE 0 0 29299 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 235321 3044 SH SOLE 0 0 3044 VEEVA SYS INC CL A COM 922475108 853083 3682 SH SOLE 0 0 3682 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 843921 1756 SH SOLE 0 0 1756 VANGUARD INDEX FDS GROWTH ETF 922908736 976272 2836 SH SOLE 0 0 2836 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1508879 5806 SH SOLE 0 0 5806 VERIZON COMMUNICATIONS INC COM 92343V104 2301073 54840 SH SOLE 0 0 54840 VISA INC COM CL A 92826C839 1853191 6640 SH SOLE 0 0 6640 WEC ENERGY GROUP INC COM 92939U106 1016775 12382 SH SOLE 0 0 12382 WALMART INC COM 931142103 211243 3511 SH SOLE 0 0 3511 WELLTOWER INC COM 95040Q104 1094250 11711 SH SOLE 0 0 11711 WESCO INTL INC COM 95082P105 1731918 10112 SH SOLE 0 0 10112 ZIMMER BIOMET HOLDINGS INC COM 98956P102 923697 6999 SH SOLE 0 0 6999 EATON CORP PLC SHS G29183103 719164 2300 SH SOLE 0 0 2300 MEDTRONIC PLC SHS G5960L103 285759 3279 SH SOLE 0 0 3279