Director of Operations

0001736260-24-000002.txt : 20240118 0001736260-24-000002.hdr.sgml : 20240118 20240118081440 ACCESSION NUMBER: 0001736260-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240118 EFFECTIVENESS DATE: 20240118 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: 24540159 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 12-31-2023 12-31-2023 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 01-18-2024 0 171 241347287 false INFORMATION TABLE 2 q42023form13fhr.xml AT&T INC COM 00206R102 1170284 69742 SH SOLE 0 0 69742 ABBOTT LABS COM 002824100 2313249 21016 SH SOLE 0 0 21016 ABBVIE INC COM 00287Y109 3995121 25779 SH SOLE 0 0 25779 ADOBE INC COM 00724F101 445063 746 SH SOLE 0 0 746 ADVANCED MICRO DEVICES INC COM 007903107 222736 1511 SH SOLE 0 0 1511 AIR PRODS &CHEMS INC COM 009158106 717930 2622 SH SOLE 0 0 2622 ALPHABET INC CAP STK CL C 02079K107 4481010 31796 SH SOLE 0 0 31796 ALPHABET INC CAP STK CL A 02079K305 1919619 13742 SH SOLE 0 0 13742 AMAZON COM INC COM 023135106 3643825 23982 SH SOLE 0 0 23982 AMERICAN CENTY ETF TR US SML CP VALU 025072877 794963 8852 SH SOLE 0 0 8852 AMERICAN ELEC PWR CO INC COM 025537101 380989 4690 SH SOLE 0 0 4690 AMERICAN EXPRESS CO COM 025816109 305908 1632 SH SOLE 0 0 1632 AMERICAN TOWER CORP NEW COM 03027X100 711295 3294 SH SOLE 0 0 3294 AMGEN INC COM 031162100 2203397 7650 SH SOLE 0 0 7650 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 478230 7400 SH SOLE 0 0 7400 APPLE INC COM 037833100 20785139 107957 SH SOLE 0 0 107957 ASTRAZENECA PLC SPONSORED ADR 046353108 259701 3856 SH SOLE 0 0 3856 ATMOS ENERGY CORP COM 049560105 208620 1800 SH SOLE 0 0 1800 AUTOMATIC DATA PROCESSING IN COM 053015103 894604 3840 SH SOLE 0 0 3840 BANK NEW YORK MELLON CORP COM 064058100 399750 7680 SH SOLE 0 0 7680 BERKSHIRE HATHAWAY INC DEL CL A 084670108 6511500 12 SH SOLE 0 0 12 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4525302 12688 SH SOLE 0 0 12688 BIOGEN INC COM 09062X103 400058 1546 SH SOLE 0 0 1546 BLACKROCK INC COM 09247X101 795284 979 SH SOLE 0 0 979 BOEING CO COM 097023105 450431 1728 SH SOLE 0 0 1728 BOOKING HOLDINGS INC COM 09857L108 1032241 291 SH SOLE 0 0 291 BORGWARNER INC COM 099724106 788578 21996 SH SOLE 0 0 21996 BRISTOL-MYERS SQUIBB CO COM 110122108 604114 11773 SH SOLE 0 0 11773 BROADCOM INC COM 11135F101 254158 227 SH SOLE 0 0 227 BROWN FORMAN CORP CL B 115637209 244102 4275 SH SOLE 0 0 4275 CVS HEALTH CORP COM 126650100 222621 2819 SH SOLE 0 0 2819 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 1002028 41978 SH SOLE 0 0 41978 CATERPILLAR INC COM 149123101 2556678 8647 SH SOLE 0 0 8647 CHEVRON CORP NEW COM 166764100 1799202 12062 SH SOLE 0 0 12062 CISCO SYS INC COM 17275R102 1637345 32409 SH SOLE 0 0 32409 COCA COLA CO COM 191216100 991110 16818 SH SOLE 0 0 16818 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 494079 6495 SH SOLE 0 0 6495 COLGATE PALMOLIVE CO COM 194162103 711985 8932 SH SOLE 0 0 8932 COMMUNITY BK SYS INC COM 203607106 356119 6834 SH SOLE 0 0 6834 CONSOLIDATED EDISON INC COM 209115104 645131 7091 SH SOLE 0 0 7091 CONSTELLATION BRANDS INC CL A 21036P108 1317326 5449 SH SOLE 0 0 5449 CORNING INC COM 219350105 370454 12166 SH SOLE 0 0 12166 COSTCO WHSL CORP NEW COM 22160K105 2025340 3068 SH SOLE 0 0 3068 DEERE &CO COM 244199105 1386208 3466 SH SOLE 0 0 3466 DISNEY WALT CO COM 254687106 625206 6924 SH SOLE 0 0 6924 DOMINION ENERGY INC COM 25746U109 602953 12828 SH SOLE 0 0 12828 DUKE ENERGY CORP NEW COM NEW 26441C204 1722669 17752 SH SOLE 0 0 17752 EMERSON ELEC CO COM 291011104 2779268 28555 SH SOLE 0 0 28555 ENBRIDGE INC COM 29250N105 691992 19211 SH SOLE 0 0 19211 ENTERGY CORP NEW COM 29364G103 222954 2203 SH SOLE 0 0 2203 ENTERPRISE PRODS PARTNERS L COM 293792107 372760 14146 SH SOLE 0 0 14146 EXXON MOBIL CORP COM 30231G102 4674930 46758 SH SOLE 0 0 46758 META PLATFORMS INC CL A 30303M102 525984 1486 SH SOLE 0 0 1486 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 248900 1732 SH SOLE 0 0 1732 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1024081 22243 SH SOLE 0 0 22243 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 267429 1692 SH SOLE 0 0 1692 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 968375 57436 SH SOLE 0 0 57436 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1876709 38839 SH SOLE 0 0 38839 FISERV INC COM 337738108 355745 2678 SH SOLE 0 0 2678 FIRSTENERGY CORP COM 337932107 628628 17147 SH SOLE 0 0 17147 GENERAL DYNAMICS CORP COM 369550108 412694 1589 SH SOLE 0 0 1589 GENERAL ELECTRIC CO COM NEW 369604301 208235 1631 SH SOLE 0 0 1631 GENERAL MLS INC COM 370334104 996433 15296 SH SOLE 0 0 15296 GILEAD SCIENCES INC COM 375558103 1191515 14708 SH SOLE 0 0 14708 HERSHEY CO COM 427866108 256355 1375 SH SOLE 0 0 1375 HOME DEPOT INC COM 437076102 386675 1115 SH SOLE 0 0 1115 HONEYWELL INTL INC COM 438516106 864073 4120 SH SOLE 0 0 4120 INTEL CORP COM 458140100 2075406 41301 SH SOLE 0 0 41301 INTERNATIONAL BUSINESS MACHS COM 459200101 1763877 10784 SH SOLE 0 0 10784 INVESCO QQQ TR UNIT SER 1 46090E103 3870749 9451 SH SOLE 0 0 9451 INTUITIVE SURGICAL INC COM NEW 46120E602 207476 615 SH SOLE 0 0 615 ISHARES TR CORE S&P TTL STK 464287150 7047751 66974 SH SOLE 0 0 66974 ISHARES TR SELECT DIVID ETF 464287168 1679939 14331 SH SOLE 0 0 14331 ISHARES TR CORE S&P500 ETF 464287200 3622369 7584 SH SOLE 0 0 7584 ISHARES TR S&P 500 GRWT ETF 464287309 1457868 19412 SH SOLE 0 0 19412 ISHARES TR S&P 500 VAL ETF 464287408 344302 1980 SH SOLE 0 0 1980 ISHARES TR CORE S&P MCP ETF 464287507 370373 1336 SH SOLE 0 0 1336 ISHARES TR RUS 1000 VAL ETF 464287598 475920 2880 SH SOLE 0 0 2880 ISHARES TR RUS 1000 GRW ETF 464287614 409867 1351 SH SOLE 0 0 1351 ISHARES TR CORE S&P US GWT 464287671 2022116 19424 SH SOLE 0 0 19424 ISHARES TR CORE S&P SCP ETF 464287804 2767807 25568 SH SOLE 0 0 25568 ISHARES TR S&P SML 600 GWT 464287887 219096 1750 SH SOLE 0 0 1750 ISHARES TR CORE HIGH DV ETF 46429B663 994879 9754 SH SOLE 0 0 9754 ISHARES TR MSCI USA MIN VOL 46429B697 851240 10909 SH SOLE 0 0 10909 ISHARES INC CORE MSCI EMKT 46434G103 459826 9091 SH SOLE 0 0 9091 ISHARES TR 0-5YR INVT GR CP 46434V100 324744 6600 SH SOLE 0 0 6600 ISHARES TR CORE DIV GRWTH 46434V621 3824307 71057 SH SOLE 0 0 71057 ISHARES TR IBONDS DEC25 ETF 46434VBD1 1944810 78546 SH SOLE 0 0 78546 ISHARES TR IBONDS DEC24 ETF 46434VBG4 488868 19625 SH SOLE 0 0 19625 ISHARES TR IBONDS DEC2026 46435GAA0 1628150 68123 SH SOLE 0 0 68123 ISHARES TR IBONDS DEC 26 46435U259 482314 18906 SH SOLE 0 0 18906 ISHARES TR IBONDS DEC 27 46435U283 482455 18983 SH SOLE 0 0 18983 ISHARES TR IBONDS DEC 28 46435U325 482818 18867 SH SOLE 0 0 18867 ISHARES TR IBONDS DEC 25 46435U432 482451 18174 SH SOLE 0 0 18174 ISHARES TR IBDS DEC28 ETF 46435U515 1296257 51664 SH SOLE 0 0 51664 ISHARES TR IBONDS DEC 46435U697 485475 18722 SH SOLE 0 0 18722 ISHARES TR IBONDS 27 ETF 46435UAA9 1352458 56517 SH SOLE 0 0 56517 ISHARES TR IBONDS DEC 29 46436E205 974457 42239 SH SOLE 0 0 42239 JPMORGAN CHASE &CO COM 46625H100 2700809 15877 SH SOLE 0 0 15877 JOHNSON &JOHNSON COM 478160104 3305429 21088 SH SOLE 0 0 21088 KELLANOVA COM 487836108 473013 8460 SH SOLE 0 0 8460 KIMBERLY-CLARK CORP COM 494368103 726751 5981 SH SOLE 0 0 5981 KRAFT HEINZ CO COM 500754106 309166 8360 SH SOLE 0 0 8360 L3HARRIS TECHNOLOGIES INC COM 502431109 435983 2070 SH SOLE 0 0 2070 LABORATORY CORP AMER HLDGS COM NEW 50540R409 643450 2830 SH SOLE 0 0 2830 ELI LILLY &CO COM 532457108 773498 1326 SH SOLE 0 0 1326 LOCKHEED MARTIN CORP COM 539830109 1287928 2841 SH SOLE 0 0 2841 LOWES COS INC COM 548661107 2495509 11213 SH SOLE 0 0 11213 MASTERCARD INCORPORATED CL A 57636Q104 223491 524 SH SOLE 0 0 524 MCDONALDS CORP COM 580135101 1606881 5419 SH SOLE 0 0 5419 MERCK &CO INC COM 58933Y105 945479 8672 SH SOLE 0 0 8672 MICROSOFT CORP COM 594918104 7670428 20397 SH SOLE 0 0 20397 MONDELEZ INTL INC CL A 609207105 235542 3252 SH SOLE 0 0 3252 NBT BANCORP INC COM 628778102 280731 6698 SH SOLE 0 0 6698 NEXTERA ENERGY INC COM 65339F101 533386 8781 SH SOLE 0 0 8781 NORFOLK SOUTHN CORP COM 655844108 447630 1893 SH SOLE 0 0 1893 NORTHROP GRUMMAN CORP COM 666807102 1005906 2148 SH SOLE 0 0 2148 NVIDIA CORPORATION COM 67066G104 4837781 9768 SH SOLE 0 0 9768 ONEOK INC NEW COM 682680103 439103 6253 SH SOLE 0 0 6253 ORACLE CORP COM 68389X105 369005 3500 SH SOLE 0 0 3500 PALO ALTO NETWORKS INC COM 697435105 2098071 7115 SH SOLE 0 0 7115 PAYCHEX INC COM 704326107 1776844 14917 SH SOLE 0 0 14917 PEPSICO INC COM 713448108 1082385 6372 SH SOLE 0 0 6372 PFIZER INC COM 717081103 384548 13357 SH SOLE 0 0 13357 PROCTER AND GAMBLE CO COM 742718109 4091727 27922 SH SOLE 0 0 27922 PROSHARES TR S&P 500 DV ARIST 74348A467 288365 3029 SH SOLE 0 0 3029 PRUDENTIAL FINL INC COM 744320102 211164 2036 SH SOLE 0 0 2036 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 725222 11859 SH SOLE 0 0 11859 QUALCOMM INC COM 747525103 1605855 11103 SH SOLE 0 0 11103 RTX CORPORATION COM 75513E101 1112107 13217 SH SOLE 0 0 13217 SPDR S&P 500 ETF TR TR UNIT 78462F103 8285219 17431 SH SOLE 0 0 17431 SPDR GOLD TR GOLD SHS 78463V107 230742 1207 SH SOLE 0 0 1207 SPDR SER TR S&P BIOTECH 78464A870 233997 2620 SH SOLE 0 0 2620 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 492939 12246 SH SOLE 0 0 12246 SALESFORCE INC COM 79466L302 1479373 5622 SH SOLE 0 0 5622 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 815850 10716 SH SOLE 0 0 10716 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 605249 3144 SH SOLE 0 0 3144 SERVICENOW INC COM 81762P102 211947 300 SH SOLE 0 0 300 SMUCKER J M CO COM NEW 832696405 295476 2338 SH SOLE 0 0 2338 SOUTHERN CO COM 842587107 1121745 15997 SH SOLE 0 0 15997 STARBUCKS CORP COM 855244109 959613 9994 SH SOLE 0 0 9994 SYSCO CORP COM 871829107 254897 3485 SH SOLE 0 0 3485 TJX COS INC NEW COM 872540109 297754 3174 SH SOLE 0 0 3174 TERADYNE INC COM 880770102 350452 3229 SH SOLE 0 0 3229 TESLA INC COM 88160R101 868810 3496 SH SOLE 0 0 3496 TEXAS INSTRS INC COM 882508104 227564 1335 SH SOLE 0 0 1335 THERMO FISHER SCIENTIFIC INC COM 883556102 3362580 6335 SH SOLE 0 0 6335 3M CO COM 88579Y101 310930 2844 SH SOLE 0 0 2844 TOMPKINS FINL CORP COM 890110109 6815423 113156 SH SOLE 0 0 113156 TRAVELERS COMPANIES INC COM 89417E109 269162 1413 SH SOLE 0 0 1413 US BANCORP DEL COM NEW 902973304 620009 14325 SH SOLE 0 0 14325 UNION PAC CORP COM 907818108 1946538 7925 SH SOLE 0 0 7925 UNITED PARCEL SERVICE INC CL B 911312106 342028 2175 SH SOLE 0 0 2175 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 1966168 23166 SH SOLE 0 0 23166 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1958996 11496 SH SOLE 0 0 11496 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 282894 3672 SH SOLE 0 0 3672 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 364363 4953 SH SOLE 0 0 4953 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3672783 32901 SH SOLE 0 0 32901 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 246251 3182 SH SOLE 0 0 3182 VEEVA SYS INC CL A COM 922475108 714056 3709 SH SOLE 0 0 3709 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 766613 1755 SH SOLE 0 0 1755 VANGUARD INDEX FDS GROWTH ETF 922908736 879237 2828 SH SOLE 0 0 2828 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1397455 5890 SH SOLE 0 0 5890 VERIZON COMMUNICATIONS INC COM 92343V104 1946375 51627 SH SOLE 0 0 51627 VISA INC COM CL A 92826C839 1749723 6720 SH SOLE 0 0 6720 WEC ENERGY GROUP INC COM 92939U106 960463 11411 SH SOLE 0 0 11411 WELLTOWER INC COM 95040Q104 1088931 12076 SH SOLE 0 0 12076 WESCO INTL INC COM 95082P105 1757585 10108 SH SOLE 0 0 10108 ZIMMER BIOMET HOLDINGS INC COM 98956P102 849524 6980 SH SOLE 0 0 6980 EATON CORP PLC SHS G29183103 603254 2505 SH SOLE 0 0 2505 MEDTRONIC PLC SHS G5960L103 373317 4531 SH SOLE 0 0 4531