Hudson Valley Investment Advisors
Latest statistics and disclosures from Hudson Valley Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, MSFT, NVDA, SPIB, ISRG, and represent 20.79% of Hudson Valley Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPSB, SPIB, KLAC, BKR, CMG, SLB, AXP, V, GTLS, MMC.
- Started 4 new stock positions in TXN, PFFA, ATRI, BFOR.
- Reduced shares in these 10 stocks: SHY (-$11M), IGSB, WBS, WY, DIS, HD, BAC, NVDA, SPY, MINT.
- Sold out of its positions in CAH, IRM, EL, LOW, NYCB, NVO, SPG.
- Hudson Valley Investment Advisors was a net buyer of stock by $34M.
- Hudson Valley Investment Advisors has $835M in assets under management (AUM), dropping by 14.12%.
- Central Index Key (CIK): 0000943442
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Portfolio Holdings for Hudson Valley Investment Advisors
Hudson Valley Investment Advisors holds 178 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 4.8 | $40M | +2% | 51k | 777.96 |
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| Microsoft Corporation (MSFT) | 4.7 | $40M | 94k | 420.72 |
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| NVIDIA Corporation (NVDA) | 4.1 | $34M | -2% | 38k | 903.58 |
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| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 3.7 | $31M | +13% | 954k | 32.69 |
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| Intuitive Surgical (ISRG) | 3.4 | $29M | 72k | 399.09 |
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| Orange County Ban (OBT) | 3.3 | $28M | 602k | 46.00 |
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| Apple (AAPL) | 2.8 | $23M | +2% | 135k | 171.48 |
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| Technology SPDR (XLK) | 2.3 | $20M | 94k | 208.27 |
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| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 2.3 | $19M | +32% | 645k | 29.77 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $18M | +6% | 88k | 200.30 |
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| Alphabet Inc Class C cs (GOOG) | 2.0 | $17M | +7% | 111k | 152.26 |
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| Amazon (AMZN) | 1.9 | $16M | +14% | 87k | 180.38 |
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| Spdr S&p 500 Etf (SPY) | 1.8 | $15M | -5% | 29k | 523.07 |
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| Advanced Micro Devices (AMD) | 1.7 | $14M | +16% | 77k | 180.49 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $14M | +10% | 116k | 116.24 |
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| KLA-Tencor Corporation (KLAC) | 1.5 | $12M | +42% | 18k | 698.57 |
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| American Express Company (AXP) | 1.4 | $12M | +32% | 51k | 227.69 |
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| Marsh & McLennan Companies (MMC) | 1.3 | $11M | +30% | 54k | 205.98 |
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| Home Depot (HD) | 1.3 | $11M | -12% | 29k | 383.61 |
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| Thermo Fisher Scientific (TMO) | 1.3 | $11M | 19k | 581.23 |
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| United Rentals (URI) | 1.3 | $11M | +16% | 15k | 721.11 |
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| Visa (V) | 1.3 | $11M | +33% | 39k | 279.09 |
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| Chipotle Mexican Grill (CMG) | 1.3 | $11M | +41% | 3.6k | 2906.77 |
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| Adobe Systems Incorporated (ADBE) | 1.2 | $10M | +11% | 20k | 504.62 |
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| Abbvie (ABBV) | 1.2 | $9.9M | +12% | 54k | 182.10 |
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| Danaher Corporation (DHR) | 1.2 | $9.8M | +15% | 39k | 249.72 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.2 | $9.7M | -32% | 189k | 51.28 |
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| Health Care SPDR (XLV) | 1.1 | $9.5M | 65k | 147.73 |
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| CSX Corporation (CSX) | 1.1 | $9.4M | +18% | 253k | 37.07 |
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| UnitedHealth (UNH) | 1.1 | $9.3M | +4% | 19k | 494.74 |
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| Broadcom (AVGO) | 1.1 | $9.3M | -3% | 7.0k | 1325.59 |
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| Medtronic (MDT) | 1.1 | $9.2M | 105k | 87.15 |
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| Chart Industries (GTLS) | 1.1 | $9.1M | +40% | 55k | 164.72 |
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| Financial Select Sector SPDR (XLF) | 1.0 | $8.3M | 196k | 42.12 |
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| salesforce (CRM) | 1.0 | $8.2M | +16% | 27k | 301.18 |
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| Pepsi (PEP) | 1.0 | $8.1M | +3% | 46k | 175.01 |
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| Morgan Stanley (MS) | 1.0 | $8.0M | +32% | 86k | 94.16 |
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| Lincoln Electric Holdings (LECO) | 0.9 | $7.8M | +36% | 31k | 255.44 |
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| Starbucks Corporation (SBUX) | 0.9 | $7.7M | +32% | 84k | 91.39 |
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| Cisco Systems (CSCO) | 0.9 | $7.5M | +24% | 150k | 49.91 |
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| Nucor Corporation (NUE) | 0.9 | $7.4M | +28% | 37k | 197.91 |
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| AutoZone (AZO) | 0.9 | $7.3M | +42% | 2.3k | 3153.01 |
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| Fluor Corporation (FLR) | 0.9 | $7.2M | +39% | 171k | 42.28 |
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| Baker Hughes A Ge Company (BKR) | 0.9 | $7.2M | +78% | 214k | 33.50 |
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| Sherwin-Williams Company (SHW) | 0.8 | $7.0M | +12% | 20k | 347.33 |
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| Schlumberger (SLB) | 0.8 | $7.0M | +71% | 128k | 54.81 |
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| Ishares Tr fltg rate nt (FLOT) | 0.8 | $6.9M | -2% | 136k | 51.06 |
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| W.W. Grainger (GWW) | 0.8 | $6.8M | +41% | 6.7k | 1017.30 |
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| Prologis (PLD) | 0.8 | $6.6M | +25% | 51k | 130.22 |
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| Lennar Corporation (LEN) | 0.8 | $6.6M | +57% | 39k | 171.98 |
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| Consumer Discretionary SPDR (XLY) | 0.8 | $6.5M | 36k | 183.89 |
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| Industrial SPDR (XLI) | 0.8 | $6.3M | 50k | 125.96 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.7 | $6.2M | 76k | 81.66 |
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| Facebook Inc cl a (META) | 0.7 | $5.6M | -10% | 12k | 485.58 |
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| Weyerhaeuser Company (WY) | 0.7 | $5.5M | -38% | 154k | 35.91 |
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| Mondelez Int (MDLZ) | 0.6 | $4.7M | +28% | 68k | 70.00 |
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| McDonald's Corporation (MCD) | 0.5 | $4.4M | -5% | 16k | 281.98 |
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| AES Corporation (AES) | 0.5 | $4.3M | +22% | 238k | 17.93 |
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| Bank of America Corporation (BAC) | 0.5 | $4.1M | -23% | 108k | 37.92 |
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| Chevron Corporation (CVX) | 0.5 | $4.0M | -4% | 26k | 157.75 |
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| Consumer Staples Select Sect. SPDR (XLP) | 0.5 | $3.8M | 50k | 76.36 |
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| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.5 | $3.8M | 89k | 43.04 |
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| Ciena Corporation (CIEN) | 0.5 | $3.8M | +20% | 77k | 49.45 |
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| Pfizer (PFE) | 0.4 | $3.6M | +4% | 131k | 27.75 |
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| Energy Select Sector SPDR (XLE) | 0.4 | $3.6M | -3% | 38k | 94.41 |
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| Procter & Gamble Company (PG) | 0.4 | $3.5M | 22k | 162.25 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.4 | $3.3M | -77% | 41k | 81.78 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $3.2M | -14% | 5.8k | 556.40 |
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| Webster Financial Corporation (WBS) | 0.4 | $3.1M | -59% | 60k | 50.77 |
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| Dollar General (DG) | 0.3 | $2.9M | +13% | 18k | 156.06 |
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| International Business Machines (IBM) | 0.3 | $2.8M | -2% | 15k | 190.96 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.6M | +188% | 44k | 60.17 |
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| Oracle Corporation (ORCL) | 0.3 | $2.6M | -20% | 21k | 125.61 |
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| Automatic Data Processing (ADP) | 0.3 | $2.6M | -9% | 10k | 249.74 |
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| ConocoPhillips (COP) | 0.3 | $2.5M | -2% | 20k | 127.28 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.3M | -7% | 15k | 158.19 |
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| Merck & Co (MRK) | 0.3 | $2.2M | -8% | 17k | 131.95 |
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| ResMed (RMD) | 0.3 | $2.2M | 11k | 198.03 |
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| Illumina (ILMN) | 0.3 | $2.1M | +38% | 15k | 137.32 |
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| Verizon Communications (VZ) | 0.2 | $1.9M | -19% | 45k | 41.96 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $1.7M | -2% | 3.9k | 444.01 |
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| Duke Energy (DUK) | 0.2 | $1.7M | -20% | 18k | 96.72 |
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| Utilities SPDR (XLU) | 0.2 | $1.7M | 26k | 65.65 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.7M | -2% | 13k | 131.37 |
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| American Tower Reit (AMT) | 0.2 | $1.6M | -7% | 8.2k | 197.59 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.6M | -10% | 2.1k | 732.63 |
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| Southern Company (SO) | 0.2 | $1.5M | 22k | 71.74 |
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| Intel Corporation (INTC) | 0.2 | $1.4M | -3% | 32k | 44.17 |
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| Boeing Company (BA) | 0.1 | $1.2M | -6% | 6.4k | 193.00 |
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| Emerson Electric (EMR) | 0.1 | $1.2M | -17% | 11k | 113.43 |
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| Abbott Laboratories (ABT) | 0.1 | $1.2M | 11k | 113.66 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.1M | 2.3k | 478.66 |
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| Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.1M | 7.2k | 150.93 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | -62% | 8.7k | 122.36 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $1.0M | -2% | 119k | 8.71 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.0M | -10% | 13k | 79.76 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | -8% | 10k | 97.53 |
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| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $1.0M | +33% | 9.6k | 104.73 |
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| Caterpillar (CAT) | 0.1 | $956k | -17% | 2.6k | 366.43 |
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| J.M. Smucker Company (SJM) | 0.1 | $952k | 7.6k | 125.87 |
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| SYSCO Corporation (SYY) | 0.1 | $902k | -6% | 11k | 81.18 |
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| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $901k | -46% | 9.0k | 100.54 |
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| Commercial Metals Company (CMC) | 0.1 | $870k | 15k | 58.77 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $852k | -5% | 1.9k | 454.87 |
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| Materials SPDR (XLB) | 0.1 | $832k | +4% | 9.0k | 92.89 |
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| Flowers Foods (FLO) | 0.1 | $826k | 35k | 23.75 |
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| At&t (T) | 0.1 | $776k | -14% | 44k | 17.60 |
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| Comcast Corporation (CMCSA) | 0.1 | $762k | -10% | 18k | 43.35 |
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| Bristol Myers Squibb (BMY) | 0.1 | $761k | -7% | 14k | 54.23 |
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| Csw Industrials (CSWI) | 0.1 | $754k | 3.2k | 234.60 |
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| Suno (SUN) | 0.1 | $724k | 12k | 60.29 |
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| Real Estate Select Sect Spdr (XLRE) | 0.1 | $706k | +5% | 18k | 39.53 |
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| General Electric (GE) | 0.1 | $674k | -7% | 3.8k | 175.53 |
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| Nike (NKE) | 0.1 | $653k | -13% | 6.9k | 93.98 |
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| iShares Dow Jones US Technology (IYW) | 0.1 | $647k | -4% | 4.8k | 135.06 |
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| Dupont De Nemours (DD) | 0.1 | $636k | 8.3k | 76.67 |
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| Nextera Energy (NEE) | 0.1 | $631k | -10% | 9.9k | 63.91 |
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| Tesla Motors (TSLA) | 0.1 | $616k | -8% | 3.5k | 175.79 |
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| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.1 | $603k | +9% | 11k | 53.81 |
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| Oshkosh Corporation (OSK) | 0.1 | $592k | -4% | 4.7k | 124.71 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $549k | 5.0k | 110.52 |
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| SPDR DJ Wilshire Mid Cap (SPMD) | 0.1 | $538k | -10% | 10k | 53.34 |
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| Chubb (CB) | 0.1 | $526k | -23% | 2.0k | 259.25 |
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| MasterCard Incorporated (MA) | 0.1 | $522k | +3% | 1.1k | 481.57 |
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| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $519k | -28% | 7.1k | 73.15 |
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| Illinois Tool Works (ITW) | 0.1 | $515k | -10% | 1.9k | 268.33 |
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| Balchem Corporation (BCPC) | 0.1 | $462k | -6% | 3.0k | 154.95 |
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| Phillips 66 (PSX) | 0.1 | $459k | -50% | 2.8k | 163.34 |
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| iShares S&P 500 Index (IVV) | 0.1 | $451k | +5% | 858.00 | 525.73 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $450k | -10% | 16k | 27.88 |
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| Honeywell International (HON) | 0.1 | $449k | -2% | 2.2k | 205.25 |
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| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $446k | -24% | 8.9k | 50.10 |
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| Extra Space Storage (EXR) | 0.1 | $421k | 2.9k | 147.00 |
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| iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $414k | +500% | 4.8k | 86.18 |
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| Realty Income (O) | 0.0 | $404k | +2% | 7.5k | 54.10 |
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| Norfolk Southern (NSC) | 0.0 | $382k | -14% | 1.5k | 254.87 |
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| Hubbell (HUBB) | 0.0 | $374k | 900.00 | 415.05 |
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| Devon Energy Corporation (DVN) | 0.0 | $360k | +37% | 7.2k | 50.18 |
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| Digital Realty Trust (DLR) | 0.0 | $358k | +6% | 2.5k | 144.04 |
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| Amgen (AMGN) | 0.0 | $355k | -28% | 1.3k | 284.32 |
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| Corning Incorporated (GLW) | 0.0 | $353k | 11k | 32.96 |
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| AFLAC Incorporated (AFL) | 0.0 | $335k | 3.9k | 85.86 |
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| Valero Energy Corporation (VLO) | 0.0 | $329k | -15% | 1.9k | 170.69 |
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| BP (BP) | 0.0 | $324k | 8.6k | 37.68 |
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| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $324k | -17% | 10k | 32.23 |
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| 3M Company (MMM) | 0.0 | $310k | +3% | 2.9k | 106.07 |
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| Cigna Corp (CI) | 0.0 | $307k | +3% | 845.00 | 363.19 |
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| PNC Financial Services (PNC) | 0.0 | $303k | -21% | 1.9k | 161.60 |
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| Albemarle Corporation (ALB) | 0.0 | $296k | 2.3k | 131.74 |
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| Invesco Cef Income Composite Etf (PCEF) | 0.0 | $296k | 16k | 18.85 |
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| Coca-Cola Company (KO) | 0.0 | $295k | -4% | 4.8k | 61.18 |
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| iShares S&P 500 Growth Index (IVW) | 0.0 | $287k | 3.4k | 84.44 |
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| Qualcomm (QCOM) | 0.0 | $271k | -41% | 1.6k | 169.30 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $271k | -28% | 4.7k | 57.62 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $267k | 4.0k | 67.04 |
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| Arbor Realty Trust (ABR) | 0.0 | $265k | 20k | 13.25 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $264k | 24k | 11.07 |
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| Consolidated Edison (ED) | 0.0 | $259k | -21% | 2.9k | 90.81 |
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| Etfis Ser Tr I virtus infrcap (PFFA) | 0.0 | $251k | NEW | 12k | 20.95 |
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| Ball Corporation (BALL) | 0.0 | $236k | 3.5k | 67.36 |
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| Atrion Corporation (ATRI) | 0.0 | $232k | NEW | 500.00 | 463.55 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $231k | -2% | 480.00 | 480.70 |
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| Enbridge (ENB) | 0.0 | $228k | -4% | 6.3k | 36.18 |
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| Hershey Company (HSY) | 0.0 | $226k | 1.2k | 194.50 |
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| Goldman Sachs (GS) | 0.0 | $219k | -22% | 525.00 | 417.69 |
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| Alps Etf Tr barrons 400 etf (BFOR) | 0.0 | $204k | NEW | 3.0k | 67.91 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $202k | NEW | 1.2k | 174.21 |
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| New Residential Investment (RITM) | 0.0 | $196k | 18k | 11.16 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $158k | 16k | 9.90 |
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| Ready Cap Corp Com reit (RC) | 0.0 | $143k | 16k | 9.13 |
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| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $129k | 11k | 12.24 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $128k | 11k | 12.15 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $121k | 12k | 10.56 |
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| Eagle Pt Cr (ECC) | 0.0 | $106k | 11k | 10.11 |
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| Brightspire Capital (BRSP) | 0.0 | $83k | 12k | 6.89 |
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| Cherry Hill Mort (CHMI) | 0.0 | $43k | 12k | 3.54 |
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| Platinum Group Metals (PLG) | 0.0 | $15k | 13k | 1.17 |
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| Pieris Pharmaceuticals (PIRS) | 0.0 | $2.6k | 14k | 0.18 |
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Past Filings by Hudson Valley Investment Advisors
SEC 13F filings are viewable for Hudson Valley Investment Advisors going back to 2012
- Hudson Valley Investment Advisors 2024 Q1 filed April 12, 2024
- Hudson Valley Investment Advisors 2023 Q4 filed Jan. 12, 2024
- Hudson Valley Investment Advisors 2023 Q3 filed Oct. 27, 2023
- Hudson Valley Investment Advisors 2023 Q2 filed July 17, 2023
- Hudson Valley Investment Advisors 2023 Q1 filed April 6, 2023
- Hudson Valley Investment Advisors 2022 Q4 filed Feb. 1, 2023
- Hudson Valley Investment Advisors 2022 Q3 filed Oct. 11, 2022
- Hudson Valley Investment Advisors 2022 Q2 filed July 18, 2022
- Hudson Valley Investment Advisors 2022 Q1 filed April 20, 2022
- Hudson Valley Investment Advisors 2021 Q4 filed Jan. 24, 2022
- Hudson Valley Investment Advisors 2021 Q3 filed Oct. 26, 2021
- Hudson Valley Investment Advisors 2021 Q2 filed July 7, 2021
- Hudson Valley Investment Advisors 2021 Q1 filed April 23, 2021
- Hudson Valley Investment Advisors 2020 Q4 filed Jan. 15, 2021
- Hudson Valley Investment Advisors 2020 Q3 filed Oct. 13, 2020
- Hudson Valley Investment Advisors 2020 Q2 filed July 7, 2020