CPIA

Cornell Pochily Investment Advisors Portfolio holdings

AUM $335M
1-Year Est. Return 18.43%
This Quarter Est. Return
1 Year Est. Return
+18.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$681K
3
+$628K
4
ABT icon
Abbott
ABT
+$474K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$437K

Top Sells

1
+$418K
2
+$359K
3
+$292K
4
APD icon
Air Products & Chemicals
APD
+$289K
5
WCC icon
WESCO International
WCC
+$277K

Sector Composition

1 Technology 22.15%
2 Financials 11.39%
3 Healthcare 7.59%
4 Industrials 6.54%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MO icon
151
Altria Group
MO
$96.2B
$257K 0.08%
4,383
TMFC icon
152
Motley Fool 100 Index ETF
TMFC
$1.77B
$251K 0.08%
3,887
+216
IWN icon
153
iShares Russell 2000 Value ETF
IWN
$11.9B
$247K 0.08%
1,566
+217
GJUN icon
154
FT Vest US Equity Moderate Buffer ETF June
GJUN
$335M
$243K 0.08%
6,450
BAC icon
155
Bank of America
BAC
$391B
$242K 0.08%
+5,115
NUE icon
156
Nucor
NUE
$33.1B
$235K 0.08%
+1,817
COP icon
157
ConocoPhillips
COP
$110B
$229K 0.08%
2,554
-162
IJT icon
158
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.13B
$225K 0.07%
1,688
+2
GJAN icon
159
FT Vest US Equity Moderate Buffer ETF January
GJAN
$366M
$222K 0.07%
5,555
CRWD icon
160
CrowdStrike
CRWD
$134B
$221K 0.07%
+433
ANET icon
161
Arista Networks
ANET
$193B
$220K 0.07%
+2,152
BWA icon
162
BorgWarner
BWA
$9.43B
$219K 0.07%
6,540
-1,557
FHLC icon
163
Fidelity MSCI Health Care Index ETF
FHLC
$2.6B
$217K 0.07%
3,391
+10
ETN icon
164
Eaton
ETN
$147B
$216K 0.07%
+605
UPS icon
165
United Parcel Service
UPS
$79B
$211K 0.07%
2,094
-55
SCHW icon
166
Charles Schwab
SCHW
$170B
$209K 0.07%
+2,289
GEV icon
167
GE Vernova
GEV
$149B
$207K 0.07%
+392
AMAT icon
168
Applied Materials
AMAT
$183B
$207K 0.07%
+1,132
PLTR icon
169
Palantir
PLTR
$455B
$206K 0.07%
+1,510
IBMS
170
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$119M
$205K 0.07%
+8,000
IBMR icon
171
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$295M
$205K 0.07%
+8,120
IBMQ icon
172
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$505M
$204K 0.07%
+8,045
IBMP icon
173
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$560M
$204K 0.07%
+8,040
IBMO icon
174
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$521M
$203K 0.07%
+7,935
PRU icon
175
Prudential Financial
PRU
$36.8B
$201K 0.07%
1,872
+63
4 5 6
7
8