Cornell Pochily Investment Advisors, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Cornell Pochily Investment Advisors, Inc. reported 165 stock positions worth $284.4 million. Its top holding was Apple (AAPL) at 8.1% of the portfolio, followed by Nvidia (NVDA, 3.8%) and iShares Core S&P Total U.S. (ITOT, 3.7%). Compared with Q4 2024, it opened 7 new positions, sold out of 9, added to 67 and reduced 73. The biggest buy was a new position in Booking (BKNG) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
ITHACA, NY
CIK
0001736260
Portfolio Value
$284.4M (Q1 2025)
SEC Filing
0001736260-25-000004 ↗ filed Apr 17, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $252.1M Q1 2024 Q2 2024: $263.0M Q2 2024 Q3 2024: $288.0M Q3 2024 Q4 2024: $286.4M Q4 2024 Q1 2025: $284.4M $284.4M Q1 2025 Q2 2025: $305.7M Q2 2025 Q3 2025: $335.0M Q3 2025 Q4 2025: $345.0M Q4 2025 Q1 2026: $340.4M Q1 2026 Q2 2026: $371.7M Q2 2026

Holdings 165 stocks · $284.4M
AAPL Apple Inc. 8.12% 104,005 $23.1M Reduce -1.6%
NVDA Nvidia Corp. 3.85% 100,952 $10.9M Add +0.5%
ITOT iShares Core S&P Total U.S. 3.70% 86,173 $10.5M Add +1.0%
SPY SS SPDR S&P 500 ETF Trust-US 3.39% 17,239 $9.6M Reduce -0.1%
BRK.A Berkshire Hathaway Inc. Class A 3.37% 12 $9.6M No change
TMP Tompkins Financial Corp. 2.70% 122,136 $7.7M Reduce -0.5%
MSFT Microsoft Corp. 2.57% 19,496 $7.3M Reduce -0.6%
BRK.B Berkshire Hathaway Inc. Class B 2.25% 12,036 $6.4M Reduce -0.4%
XOM Exxon Mobil Corp. 2.12% 50,617 $6.0M Add +4.8%
ABBV Abbvie Inc. 1.98% 26,917 $5.6M Reduce -0.3%
DGRO iShares Core Dividend Growth 1.69% 78,008 $4.8M Add +2.6%
PG The Procter & Gamble Co. 1.67% 27,898 $4.8M Reduce -0.3%
GOOG Alphabet Inc. Class C 1.61% 29,365 $4.6M Reduce -0.7%
AMZN Amazon.com Inc. 1.56% 23,393 $4.5M Reduce -0.2%
QQQ Invesco QQQ Trust Series 1 1.56% 9,457 $4.4M Reduce -1.8%
IVV iShares Core S&P 500 ETF 1.40% 7,108 $4.0M Add +0.4%
VYM Vanguard High DVD Yield ETF 1.39% 30,687 $4.0M Add +4.3%
JPM JPMorgan Chase & Co. 1.39% 16,129 $4.0M Reduce -0.3%
IUSG iShares Core S&P U.S. Growth 1.17% 26,099 $3.3M Add +4.2%
JNJ Johnson & Johnson 1.15% 19,702 $3.3M Reduce -1.6%
TMO Thermo Fisher Scientific Inc. 1.12% 6,385 $3.2M Add +0.3%
EMR Emerson Electric Co. 1.12% 28,977 $3.2M Add +1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.01% 11,588 $2.9M Add +4.1%
COST Costco Wholesale Corp. 0.98% 2,962 $2.8M Reduce -0.1%
ABT Abbott Laboratories 0.98% 21,069 $2.8M Reduce -0.4%
CAT Caterpillar Inc. 0.98% 8,458 $2.8M Add +0.5%
IJR iShares Core S&P Small-Cap E 0.98% 26,543 $2.8M Reduce -0.8%
VZ Verizon Communications Inc. 0.94% 58,776 $2.7M Reduce -0.9%
IBDR iShares Ibonds Dec 2026 Term 0.90% 105,839 $2.6M Add +44.1%
LOW Lowe's Cos Inc. 0.89% 10,842 $2.5M Reduce -2.5%
PAYX Paychex Inc. 0.87% 16,023 $2.5M Add +1.0%
AMGN Amgen Inc. 0.84% 7,641 $2.4M Reduce -0.6%
VIG Vanguard Dividend Apprec ETF 0.83% 12,238 $2.4M Reduce -0.6%
V Visa Inc. Class A 0.82% 6,639 $2.3M Reduce -3.1%
PANW Palo Alto Networks Inc. 0.82% 13,623 $2.3M Add +3.7%
GOOGL Alphabet Inc. Class A 0.81% 14,970 $2.3M Add +5.6%
CVX Chevron Corp. 0.80% 13,594 $2.3M Add +4.5%
MOAT Vaneck Morningstar Wide Moat 0.79% 25,552 $2.2M Add +1.0%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.76% 88,869 $2.1M Add +47.8%
DUK Duke Energy Corp. 0.75% 17,438 $2.1M Reduce -0.1%
IBDQ iShares Ibonds Dec 2025 Term 0.73% 82,875 $2.1M Add +2.5%
T AT&T Inc. 0.71% 71,622 $2.0M Reduce -0.3%
RTX RTX Corp. 0.66% 14,182 $1.9M Reduce -1.6%
MCD McDonald's Corp. 0.66% 5,994 $1.9M Add +1.5%
DVY iShares Select Dividend ETF 0.64% 13,596 $1.8M Reduce -1.4%
VTI VG Morningstar TS MKT ETF-US 0.63% 6,543 $1.8M Add +14.4%
IBDT iShares Ibonds Dec 2028 ETF 0.63% 71,081 $1.8M Add +31.3%
QCOM Qualcomm Inc. 0.61% 11,245 $1.7M Add +2.1%
IVW iShares S&P 500 Growth ETF 0.60% 18,502 $1.7M Reduce -4.8%
CRM Salesforce Inc. 0.59% 6,214 $1.7M Add +2.7%
IJH iShares Core S&P Midcap ETF 0.58% 28,310 $1.7M Add +13.8%
DE Deere & Co. 0.58% 3,498 $1.6M Add +0.1%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.57% 65,981 $1.6M Add +14.9%
CSCO Cisco Systems Inc. 0.56% 25,934 $1.6M Reduce -4.9%
SO The Southern Co. 0.56% 17,302 $1.6M Reduce -4.7%
WELL Welltower Inc. 0.55% 10,119 $1.6M Reduce -9.8%
IBDU iShares Ibonds Dec 2029 Term 0.54% 66,402 $1.5M Add +38.1%
LMBS First Trust Low Duration Opp 0.50% 28,654 $1.4M Reduce -3.1%
UNP Union Pacific Corp. 0.49% 5,905 $1.4M Reduce -0.0%
WCC Wesco International Inc. 0.47% 8,675 $1.3M Reduce -8.8%
WEC WEC Energy Group Inc. 0.46% 11,982 $1.3M Reduce -3.4%
LLY Eli Lilly & Co. 0.46% 1,569 $1.3M Add +0.6%
LMT Lockheed Martin Corp. 0.45% 2,889 $1.3M Add +0.6%
BKNG Booking Holdings Inc. 0.44% 273 $1.3M New
KO The Coca-Cola Co. 0.44% 17,312 $1.2M Reduce -1.5%
APD Air Products & Chemicals Inc. 0.43% 4,165 $1.2M Add +1.5%
HDV iShares Core High Dividend E 0.41% 9,512 $1.2M Reduce -5.5%
NOC Northrop Grumman Corp. 0.38% 2,102 $1.1M No change
ADP Automatic Data Processing 0.38% 3,504 $1.1M No change
GILD Gilead Sciences Inc. 0.37% 9,463 $1.1M Reduce -7.4%
AMT American Tower Corp. 0.37% 4,837 $1.1M Add +3.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.37% 2,806 $1.0M Reduce -2.6%
TSLA Tesla Inc. 0.36% 3,997 $1.0M Add +9.8%
GIS General Mills Inc. 0.35% 16,589 $992K Add +0.2%
PEP Pepsico Inc. 0.34% 6,408 $961K Reduce -1.1%
STZ Constellation Brands Inc. Class A 0.33% 5,147 $945K Reduce -1.6%
NEE Nextera Energy Inc. 0.33% 13,315 $944K Add +37.2%
BMY Bristol-Myers Squibb Co. 0.33% 15,186 $926K Add +0.2%
JHSC John Hancock Multi Small Cap 0.32% 24,733 $922K Add +13.0%
BLK BlackRock Inc. 0.32% 956 $905K Reduce -3.3%
MRK Merck & Co. Inc. 0.31% 9,971 $895K Add +5.8%
SBUX Starbucks Corp. 0.31% 8,979 $881K Reduce -2.5%
META Meta Platforms Inc. Class A 0.30% 1,478 $852K Add +2.2%
PEG Public Service Enterprise GP 0.30% 10,306 $848K Add +0.3%
KMB Kimberly-Clark Corp. 0.29% 5,852 $832K Add +0.0%
CL Colgate-Palmolive Co. 0.29% 8,754 $820K Reduce -1.1%
AVUV Avantis US Small Cap Value 0.29% 9,404 $820K Reduce -1.4%
VEEV Veeva Systems Inc. Class A 0.29% 3,537 $819K Reduce -2.1%
HON Honeywell International Inc. 0.28% 3,788 $802K Reduce -6.4%
VOO Vanguard S&P 500 ETF 0.28% 1,550 $796K Reduce -0.5%
FBND Fidelity Total Bond ETF 0.27% 16,975 $775K Reduce -11.8%
PFE Pfizer Inc. 0.26% 29,717 $753K Reduce -6.7%
ED Consolidated Edison Inc. 0.26% 6,794 $751K Add +0.3%
LH Labcorp Holdings Inc. 0.25% 3,036 $707K Add +3.4%
OKE Oneok Inc. 0.25% 7,038 $698K Add +1.1%
USMV iShares MSCI USA Min Vol Fac 0.24% 7,167 $671K Reduce -2.9%
XLK SS Technology Select Sector 0.24% 3,250 $671K Reduce -1.3%
FPE FT-Preferred Secur & Inc. ETF 0.23% 37,914 $667K Reduce -5.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.23% 6,737 $665K Add +0.7%
K Kellanova 0.23% 8,034 $663K Reduce -2.1%
SCHD Schwab US DVD Equity ETF 0.23% 23,109 $646K Reduce -7.1%
IWD iShares Russell 1000 Value E 0.23% 3,414 $642K No change
IWF iShares Russell 1000 Growth 0.22% 1,695 $612K No change
ISRG Intuitive Surgical Inc. 0.21% 1,189 $589K Add +2.1%
SPGI S&P Global Inc. 0.20% 1,142 $580K Add +6.0%
IEFA iShares Core MSCI Eafe ETF 0.19% 7,268 $550K Reduce -0.1%
NSC Norfolk Southern Corp. 0.19% 2,282 $540K No change
GLW Corning Inc. 0.19% 11,737 $537K No change
IEMG iShares Core MSCI Emerging 0.19% 9,783 $528K Reduce -4.6%
AEP American Electric Power 0.18% 4,797 $524K Add +0.2%
USB US Bancorp 0.18% 12,197 $515K Reduce -6.9%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.18% 6,120 $513K Reduce -12.8%
ENB Enbridge Inc. 0.18% 11,512 $510K Reduce -10.6%
IVE iShares S&P 500 Value ETF 0.18% 2,672 $509K Reduce -1.2%
ADBE Adobe Inc. 0.18% 1,303 $500K Add +15.3%
INTC Intel Corp. 0.17% 21,323 $484K Reduce -11.4%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.17% 19,208 $483K Add +90.5%
FE Firstenergy Corp. 0.17% 11,856 $479K Reduce -25.0%
FISV Fiserv Inc. 0.17% 2,170 $479K Reduce -3.8%
EPD Enterprise Products Partners 0.17% 14,001 $478K Add +3.9%
TOTL SS Doubleline TR Tact ETF 0.17% 11,668 $470K Add +0.3%
ORCL Oracle Corp. 0.16% 3,275 $458K Reduce -5.1%
AXP American Express Co. 0.15% 1,607 $432K Add +0.1%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.15% 13,061 $426K Add +40.0%
JEPI JPMorgan Equity Premium Inco 0.15% 7,373 $421K Add +93.6%
ZBH Zimmer Biomet Holdings Inc. 0.15% 3,694 $418K Reduce -12.0%
HD Home Depot Inc. 0.14% 1,111 $407K Add +0.7%
LHX L3HARRIS Technologies Inc. 0.14% 1,910 $400K No change
CBU Community Financial System I 0.14% 6,834 $389K No change
TRV The Travelers Cos Inc. 0.13% 1,389 $367K Reduce -0.1%
GD General Dynamics Corp. 0.13% 1,341 $366K Reduce -5.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.13% 2,963 $361K Reduce -6.8%
MKC McCormick & Co.-Non VTG SHRS 0.13% 4,343 $357K No change
GLD SPDR Gold Shares 0.12% 1,207 $348K No change
AVGO Broadcom Inc. 0.12% 2,007 $336K Reduce -11.0%
NOBL Proshares S&P 500 Dividend A 0.12% 3,249 $332K No change
GE General Electric filed as GE AEROSPACE 0.11% 1,633 $327K No change
KVUE Kenvue Inc. 0.11% 13,564 $325K Add +24.3%
NFLX Netflix Inc. 0.11% 342 $319K Reduce -1.2%
WMT Walmart Inc. 0.11% 3,552 $312K Add +2.5%
MA Mastercard Inc. Class A 0.11% 546 $299K Add +1.7%
NBTB N B T Bancorp Inc. 0.10% 6,748 $289K Add +0.1%
COP Conocophillips 0.10% 2,716 $285K Add +8.0%
FTEC Fidelity MSCI Info Tech Indx 0.10% 1,733 $279K Add +0.1%
MTB M & T Bank Corp. filed as M & T BK CORP 0.10% 1,555 $278K Add +23.4%
NOW ServiceNow Inc. 0.10% 341 $271K No change
SYY Sysco Corp. 0.09% 3,583 $269K Add +0.1%
MO Altria Group Inc. 0.09% 4,383 $263K Reduce -5.4%
MMM 3M Co. 0.09% 1,717 $252K Reduce -12.5%
UPS United Parcel Service Class B 0.08% 2,149 $236K Add +0.4%
JBND JPMorgan Active Bond ETF 0.08% 4,362 $233K New
KTOS Kratos Defense & Security 0.08% 7,825 $232K No change
BWA Borgwarner Inc. 0.08% 8,097 $232K Reduce -37.8%
FHLC Fidelity MSCI Health Care 0.08% 3,381 $231K Add +0.1%
TXN Texas Instruments Inc. 0.08% 1,271 $228K No change
GJUN FT Vest US Equity Moderate B 0.08% 6,450 $227K No change
FBT First Trust Nyse Arca Biotec 0.08% 1,315 $224K Reduce -9.3%
CMCSA Comcast Corp. Class A 0.07% 5,707 $211K New
IJT iShares S&P Small-Cap 600 GR 0.07% 1,686 $210K Reduce -2.8%
GJAN FT Vest US Equity Moderate B 0.07% 5,555 $209K New
TMFC Motley Fool 100 Index ETF 0.07% 3,671 $204K New
IWN iShares Russell 2000 Value E 0.07% 1,349 $204K No change
PRU Prudential Financial Inc. 0.07% 1,809 $202K Add +0.9%
ET Energy Transfer LP 0.07% 10,043 $187K New
OXFORD LANE CAP CORP 0.02% 10,064 $48K New

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -1.6% 8.12% −1.12
GOOG Alphabet Inc. Class C Reduce -0.7% 1.61% −0.35
MSFT Microsoft Corp. Reduce -0.6% 2.57% −0.31
AMZN Amazon.com Inc. Reduce -0.2% 1.56% −0.23
TMP Tompkins Financial Corp. Reduce -0.5% 2.70% −0.20
QQQ Invesco QQQ Trust Series 1 Reduce -1.8% 1.56% −0.16
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 3.39% −0.14
WCC Wesco International Inc. Reduce -8.8% 0.47% −0.13
ETR Entergy Corp. Sold out 0.00% −0.12
IJR iShares Core S&P Small-Cap E Reduce -0.8% 0.98% −0.10
HSY The Hershey Co. Sold out 0.00% −0.10
SLQD iShares 0-5 YR Inv GRD Corp. Sold out 0.00% −0.09
AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −0.09
IVW iShares S&P 500 Growth ETF Reduce -4.8% 0.60% −0.09
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.08
NEAR iShares SH Dba ETF Usd Inc. Sold out 0.00% −0.08
FDX FedEx Corp. Sold out 0.00% −0.08
VCSH Vanguard S/T Corp. Bond ETF Sold out 0.00% −0.08
GTLS Chart Industries Inc. Sold out 0.00% −0.07
STZ Constellation Brands Inc. Class A Reduce -1.6% 0.33% −0.07
LOW Lowe's Cos Inc. Reduce -2.5% 0.89% −0.07
AVGO Broadcom Inc. Reduce -11.0% 0.12% −0.06
BWA Borgwarner Inc. Reduce -37.8% 0.08% −0.06
FE Firstenergy Corp. Reduce -25.0% 0.17% −0.05
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.6% 0.37% −0.05
ORCL Oracle Corp. Reduce -5.1% 0.16% −0.04
USB US Bancorp Reduce -6.9% 0.18% −0.04
HON Honeywell International Inc. Reduce -6.4% 0.28% −0.04
BLK BlackRock Inc. Reduce -3.3% 0.32% −0.04
AVUV Avantis US Small Cap Value Reduce -1.4% 0.29% −0.03
XLK SS Technology Select Sector Reduce -1.3% 0.24% −0.03
PFE Pfizer Inc. Reduce -6.7% 0.26% −0.03
FBND Fidelity Total Bond ETF Reduce -11.8% 0.27% −0.03
FPE FT-Preferred Secur & Inc. ETF Reduce -5.6% 0.23% −0.01
VOO Vanguard S&P 500 ETF Reduce -0.5% 0.28% −0.01
ENB Enbridge Inc. Reduce -10.6% 0.18% −0.01
SCHD Schwab US DVD Equity ETF Reduce -7.1% 0.23% −0.01
IJT iShares S&P Small-Cap 600 GR Reduce -2.8% 0.07% −0.01
ZBH Zimmer Biomet Holdings Inc. Reduce -12.0% 0.15% −0.01
BNY Bank of New York Mellon Corp. Reduce -12.8% 0.18% −0.01
TJX TJX Companies Inc. Reduce -6.8% 0.13% −0.01
LMBS First Trust Low Duration Opp Reduce -3.1% 0.50% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -0.6% 0.83% −0.01
PEP Pepsico Inc. Reduce -1.1% 0.34% −0.01
FBT First Trust Nyse Arca Biotec Reduce -9.3% 0.08% −0.01
GD General Dynamics Corp. Reduce -5.6% 0.13% −0.00
IVE iShares S&P 500 Value ETF Reduce -1.2% 0.18% −0.00
IEMG iShares Core MSCI Emerging Reduce -4.6% 0.19% −0.00
CSCO Cisco Systems Inc. Reduce -4.9% 0.56% −0.00
MMM 3M Co. Reduce -12.5% 0.09% +0.00

Portfolio Buys Q4 2024 → Q1 2025
BKNG Booking Holdings Inc. New 0.44% +0.44
XOM Exxon Mobil Corp. Add +4.8% 2.12% +0.30
IBDR iShares Ibonds Dec 2026 Term Add +44.1% 0.90% +0.28
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +47.8% 0.76% +0.25
IBDT iShares Ibonds Dec 2028 ETF Add +31.3% 0.63% +0.16
IBM Intl Business Machines Corp. Add +4.1% 1.01% +0.16
IBDU iShares Ibonds Dec 2029 Term Add +38.1% 0.54% +0.16
CVX Chevron Corp. Add +4.5% 0.80% +0.14
PAYX Paychex Inc. Add +1.0% 0.87% +0.09
NEE Nextera Energy Inc. Add +37.2% 0.33% +0.09
CGNG Cap Group New Geography Eq Add +90.5% 0.17% +0.08
JBND JPMorgan Active Bond ETF New 0.08% +0.08
VYM Vanguard High DVD Yield ETF Add +4.3% 1.39% +0.08
CMCSA Comcast Corp. Class A New 0.07% +0.07
GJAN FT Vest US Equity Moderate B New 0.07% +0.07
CGXU Cap Group Intl Focus Add +14.9% 0.57% +0.07
TMFC Motley Fool 100 Index ETF New 0.07% +0.07
JEPI JPMorgan Equity Premium Inco Add +93.6% 0.15% +0.07
AMT American Tower Corp. Add +3.7% 0.37% +0.07
DGRO iShares Core Dividend Growth Add +2.6% 1.69% +0.07
ET Energy Transfer LP New 0.07% +0.07
MCD McDonald's Corp. Add +1.5% 0.66% +0.06
DE Deere & Co. Add +0.1% 0.58% +0.06
VICI Vici Properties Inc. Add +40.0% 0.15% +0.05
VTI VG Morningstar TS MKT ETF-US Add +14.4% 0.63% +0.05
ED Consolidated Edison Inc. Add +0.3% 0.26% +0.05
IJH iShares Core S&P Midcap ETF Add +13.8% 0.58% +0.04
LLY Eli Lilly & Co. Add +0.6% 0.46% +0.04
KVUE Kenvue Inc. Add +24.3% 0.11% +0.03
AEP American Electric Power Add +0.2% 0.18% +0.03
BMY Bristol-Myers Squibb Co. Add +0.2% 0.33% +0.03
IBDQ iShares Ibonds Dec 2025 Term Add +2.5% 0.73% +0.03
KMB Kimberly-Clark Corp. Add +0.0% 0.29% +0.02
JHSC John Hancock Multi Small Cap Add +13.0% 0.32% +0.02
EPD Enterprise Products Partners Add +3.9% 0.17% +0.02
OXFORD LANE CAP CORP New 0.02% +0.02
SPGI S&P Global Inc. Add +6.0% 0.20% +0.02
APD Air Products & Chemicals Inc. Add +1.5% 0.43% +0.02
QCOM Qualcomm Inc. Add +2.1% 0.61% +0.02
MTB M & T Bank Corp. Add +23.4% 0.10% +0.01
LH Labcorp Holdings Inc. Add +3.4% 0.25% +0.01
COP Conocophillips Add +8.0% 0.10% +0.01
MA Mastercard Inc. Class A Add +1.7% 0.11% +0.01
TOTL SS Doubleline TR Tact ETF Add +0.3% 0.17% +0.01
FHLC Fidelity MSCI Health Care Add +0.1% 0.08% +0.00
META Meta Platforms Inc. Class A Add +2.2% 0.30% +0.00
OKE Oneok Inc. Add +1.1% 0.25% +0.00
WMT Walmart Inc. Add +2.5% 0.11% +0.00
ADBE Adobe Inc. Add +15.3% 0.18% +0.00
SYY Sysco Corp. Add +0.1% 0.09% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 189$371.7MAAPL, ITOT, NVDA, SPY, TMP
Q1 2026 174$340.4MAAPL, NVDA, ITOT, SPY, TMP
Q4 2025 182$345.0MAAPL, NVDA, ITOT, SPY, MSFT
Q3 2025 177$335.0MAAPL, NVDA, ITOT, SPY, MSFT
Q2 2025 178$305.7MAAPL, NVDA, ITOT, SPY, MSFT
Q1 2025 165$284.4MAAPL, NVDA, ITOT, SPY, BRK.A
Q4 2024 167$286.4MAAPL, NVDA, ITOT, SPY, TMP
Q3 2024 175$288.0MAAPL, NVDA, ITOT, SPY, MSFT
Q2 2024Amended 166$263.0MAAPL, NVDA, SPY, ITOT, MSFT
Q1 2024 168$252.1MAAPL, SPY, NVDA, ITOT, MSFT