CPIA
Cornell Pochily Investment Advisors Portfolio holdings
AUM
$345M
1-Year Est. Return
19.84%
This Fund
S&P 500
1 Year Est. Return
+19.84%
AUM
$345M
AUM Growth
+$10M
(+3%)
Holding
189
Top Buys
| 1 | +$1.52M | |
| 2 | +$960K | |
| 3 | +$740K | |
| 4 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$706K |
| 5 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$670K |
Top Sells
| 1 | +$1.83M | |
| 2 | +$705K | |
| 3 | +$405K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$370K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$359K |
Sector Composition
| 1 | Technology | 22.2% |
| 2 | Financials | 10.8% |
| 3 | Healthcare | 7.77% |
| 4 | Industrials | 6.62% |
| 5 | Communication Services | 5.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Fidelity MSCI Health Care Index ETF
FHLC
$3B
| $204K | 0.06% |
+2,752
|
|
||
177
Eaton
ETN
$146B
| $204K | 0.06% |
641
|
|
||
178
Boeing
BA
$179B
| $200K | 0.06% |
+920
|
|
||
179
Uber
UBER
$155B
| $191K | 0.06% |
2,341
+111
|
|
||
180
Dominion Energy
D
$53.9B
| $175K | 0.05% |
+2,987
|
|
||
181
Energy Transfer Partners
ET
$64.8B
| $168K | 0.05% |
10,198
+11
|
|
||
182
State Street SPDR S&P Biotech ETF
XBI
$8.13B
| $166K | 0.05% |
+1,359
|
|
||
183
Kenvue
KVUE
$36.6B
| – | – |
-21,990
|
|
||
184
Applied Materials
AMAT
$295B
| – | – |
-1,132
|
|
||
|
FISV
185
Fiserv Inc
FISV
$33.5B
| – | – |
-2,050
|
|
||
186
FT Vest US Equity Moderate Buffer ETF January
GJAN
$456M
| – | – |
-4,805
|
|
||
|
IBDQ
187
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-72,728
|
|
||
188
iShares Russell 1000 Value ETF
IWD
$70.6B
| – | – |
-3,464
|
|
||
189
KeyCorp
KEY
$22.9B
| – | – |
-6,611
|
|