Cornell Pochily Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Cornell Pochily Investment Advisors’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,752	Closed	-$204K	–	182
2025 Q4	$204K	Buy	+2,752	New	+$198K	0.06%	176
2025 Q3	–	Sell	-3,391	Closed	-$217K	–	180
2025 Q2	$217K	Buy	3,391 +10	+0.3%	+$637	0.07%	163
2025 Q1	$231K	Buy	3,381 +4	+0.1%	+$275	0.08%	154
2024 Q4	$221K	Sell	3,377 -51	-1%	-$3.54K	0.08%	161
2024 Q3	$250K	Sell	3,428 -3,294	-49%	-$236K	0.09%	159
2024 Q2	$461K	Buy	6,722 +112	+2%	+$7.57K	0.18%	115
2024 Q1	$461K	Buy	+6,610	New	+$448K	0.18%	112
2022 Q2	–	Sell	-3,006	Closed	-$305K	–	166
2022 Q1	$305K	Buy	+3,006	New	+$191K	0.12%	140

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return