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, SPIB, NVDA, MSFT, OBT, and represent 21.80% of Hudson Valley Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$34M), SPSB (+$16M), SPIB (+$12M), AVGO (+$9.8M), CMG (+$8.8M), GNRC, GS, KLAC, CRM, OWL.
- Started 12 new stock positions in TXN, RA, WBA, GNRC, PPL, CARR, COF, PFFA, GEV, BFOR. OWL, SCHW.
- Reduced shares in these 10 stocks: SHY (-$15M), IGSB (-$13M), MSFT (-$5.6M), SPY, LLY, HD, BAC, JPM, DG, AAPL.
- Sold out of its positions in CAH, DG, DD, FLO, IRM, SHY, IGM, PFF, EL, LOW. New York Community Ban, NVO, Pieris Pharmaceuticals, MINT, O, SHEL, SPG, TSLA, VLO.
- Hudson Valley Investment Advisors was a net buyer of stock by $55M.
- Hudson Valley Investment Advisors has $904M in assets under management (AUM), dropping by 17.43%.
- Central Index Key (CIK): 0000943442
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Portfolio Holdings for Hudson Valley Investment Advisors
Hudson Valley Investment Advisors holds 174 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 4.7 | $43M | -8% | 48k | 885.94 |
|
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 4.5 | $41M | +43% | 1.2M | 33.71 |
|
| NVIDIA Corporation (NVDA) | 4.3 | $39M | +628% | 323k | 121.44 |
|
| Microsoft Corporation (MSFT) | 4.2 | $38M | -12% | 88k | 430.30 |
|
| Orange County Ban (OBT) | 4.0 | $36M | 603k | 60.32 |
|
|
| Intuitive Surgical (ISRG) | 3.8 | $35M | 70k | 491.27 |
|
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| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 3.4 | $31M | +108% | 1.0M | 30.28 |
|
| Apple (AAPL) | 3.4 | $31M | -6% | 131k | 233.00 |
|
| Technology SPDR (XLK) | 2.3 | $21M | -3% | 91k | 225.76 |
|
| Alphabet Inc Class C cs (GOOG) | 2.1 | $19M | 113k | 167.19 |
|
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| Amazon (AMZN) | 2.1 | $19M | +15% | 100k | 186.33 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $16M | -13% | 78k | 210.86 |
|
| KLA-Tencor Corporation (KLAC) | 1.8 | $16M | +27% | 21k | 774.41 |
|
| Advanced Micro Devices (AMD) | 1.6 | $15M | +13% | 90k | 164.08 |
|
| UnitedHealth (UNH) | 1.6 | $14M | +25% | 24k | 584.71 |
|
| Spdr S&p 500 Etf (SPY) | 1.5 | $14M | -21% | 24k | 573.76 |
|
| American Express Company (AXP) | 1.5 | $13M | +4% | 49k | 271.20 |
|
| Adobe Systems Incorporated (ADBE) | 1.4 | $13M | +20% | 25k | 517.80 |
|
| Danaher Corporation (DHR) | 1.4 | $13M | +22% | 46k | 278.02 |
|
| Thermo Fisher Scientific (TMO) | 1.4 | $12M | +2% | 20k | 618.59 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $12M | -9% | 104k | 117.22 |
|
| United Rentals (URI) | 1.3 | $12M | -3% | 14k | 809.79 |
|
| Abbvie (ABBV) | 1.3 | $11M | +8% | 57k | 197.48 |
|
| Marsh & McLennan Companies (MMC) | 1.2 | $11M | +6% | 50k | 223.09 |
|
| Broadcom (AVGO) | 1.2 | $11M | +784% | 64k | 172.50 |
|
| Visa (V) | 1.2 | $11M | +14% | 40k | 274.96 |
|
| salesforce (CRM) | 1.2 | $11M | +44% | 40k | 273.71 |
|
| Home Depot (HD) | 1.2 | $11M | -22% | 26k | 405.22 |
|
| Financial Select Sector SPDR (XLF) | 1.0 | $9.4M | +6% | 208k | 45.32 |
|
| Medtronic (MDT) | 1.0 | $9.4M | 104k | 90.03 |
|
|
| Chipotle Mexican Grill (CMG) | 1.0 | $9.0M | +4842% | 156k | 57.62 |
|
| CSX Corporation (CSX) | 1.0 | $8.8M | +8% | 256k | 34.53 |
|
| Health Care SPDR (XLV) | 1.0 | $8.8M | -13% | 57k | 154.02 |
|
| AutoZone (AZO) | 0.9 | $8.5M | +36% | 2.7k | 3152.37 |
|
| Lennar Corporation (LEN) | 0.9 | $8.2M | +37% | 44k | 187.48 |
|
| W.W. Grainger (GWW) | 0.9 | $8.2M | +31% | 7.9k | 1038.94 |
|
| Fluor Corporation (FLR) | 0.9 | $8.2M | +16% | 172k | 47.71 |
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| Morgan Stanley (MS) | 0.9 | $7.8M | 75k | 104.24 |
|
|
| Chart Industries (GTLS) | 0.9 | $7.8M | +32% | 63k | 124.14 |
|
| Sherwin-Williams Company (SHW) | 0.8 | $7.7M | 20k | 381.69 |
|
|
| Prologis (PLD) | 0.8 | $7.5M | +27% | 59k | 126.28 |
|
| Ishares Tr fltg rate nt (FLOT) | 0.8 | $7.3M | +2% | 144k | 51.04 |
|
| AES Corporation (AES) | 0.8 | $7.3M | +75% | 363k | 20.06 |
|
| Consumer Discretionary SPDR (XLY) | 0.8 | $7.2M | +2% | 36k | 200.37 |
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| Ciena Corporation (CIEN) | 0.8 | $7.1M | +53% | 115k | 61.59 |
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| Industrial SPDR (XLI) | 0.7 | $6.7M | -3% | 49k | 135.44 |
|
| Starbucks Corporation (SBUX) | 0.7 | $6.6M | -10% | 68k | 97.49 |
|
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.7 | $6.5M | -5% | 72k | 90.40 |
|
| Cisco Systems (CSCO) | 0.7 | $6.5M | -12% | 122k | 53.22 |
|
| Pepsi (PEP) | 0.7 | $6.3M | -20% | 37k | 170.05 |
|
| Facebook Inc cl a (META) | 0.7 | $6.2M | -15% | 11k | 572.44 |
|
| Baker Hughes A Ge Company (BKR) | 0.6 | $5.4M | -8% | 149k | 36.15 |
|
| McDonald's Corporation (MCD) | 0.6 | $5.4M | +5% | 18k | 304.53 |
|
| Pfizer (PFE) | 0.6 | $5.1M | +32% | 177k | 28.94 |
|
| Lincoln Electric Holdings (LECO) | 0.5 | $4.8M | -9% | 25k | 192.03 |
|
| Nucor Corporation (NUE) | 0.5 | $4.8M | -9% | 32k | 150.34 |
|
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.5 | $4.5M | +8% | 98k | 45.51 |
|
| Mondelez Int (MDLZ) | 0.5 | $4.3M | +2% | 58k | 73.67 |
|
| Weyerhaeuser Company (WY) | 0.5 | $4.2M | -12% | 123k | 33.86 |
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| Consumer Staples Select Sect. SPDR (XLP) | 0.4 | $4.0M | -4% | 48k | 83.00 |
|
| Goldman Sachs (GS) | 0.4 | $4.0M | +1076% | 8.0k | 495.11 |
|
| Schlumberger (SLB) | 0.4 | $3.9M | -6% | 93k | 41.95 |
|
| Bank of America Corporation (BAC) | 0.4 | $3.9M | -39% | 98k | 39.68 |
|
| Generac Holdings (GNRC) | 0.4 | $3.7M | NEW | 24k | 158.88 |
|
| Procter & Gamble Company (PG) | 0.4 | $3.6M | -4% | 21k | 173.20 |
|
| Chevron Corporation (CVX) | 0.4 | $3.6M | -10% | 24k | 147.28 |
|
| Blue Owl Capital (OWL) | 0.4 | $3.3M | NEW | 171k | 19.36 |
|
| Wal-Mart Stores (WMT) | 0.4 | $3.3M | +166% | 41k | 80.75 |
|
| Energy Select Sector SPDR (XLE) | 0.4 | $3.2M | -6% | 37k | 87.80 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $3.2M | NEW | 50k | 64.81 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.2M | -30% | 19k | 170.40 |
|
| International Business Machines (IBM) | 0.3 | $3.1M | -5% | 14k | 221.10 |
|
| ResMed (RMD) | 0.3 | $2.7M | 11k | 244.12 |
|
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| Automatic Data Processing (ADP) | 0.3 | $2.6M | -17% | 9.5k | 276.73 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $2.6M | -32% | 4.6k | 569.66 |
|
| Webster Financial Corporation (WBS) | 0.3 | $2.5M | -26% | 55k | 46.61 |
|
| Illumina (ILMN) | 0.3 | $2.3M | +34% | 17k | 130.41 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.2M | -12% | 14k | 162.06 |
|
| ConocoPhillips (COP) | 0.2 | $2.0M | -8% | 19k | 105.28 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.9M | -5% | 12k | 153.13 |
|
| Duke Energy (DUK) | 0.2 | $1.9M | -28% | 16k | 115.31 |
|
| Southern Company (SO) | 0.2 | $1.8M | -6% | 20k | 90.18 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | -12% | 2.1k | 886.52 |
|
| Utilities SPDR (XLU) | 0.2 | $1.8M | -13% | 23k | 80.78 |
|
| Merck & Co (MRK) | 0.2 | $1.8M | -14% | 16k | 113.56 |
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| Verizon Communications (VZ) | 0.2 | $1.7M | -32% | 37k | 44.91 |
|
| American Tower Reit (AMT) | 0.2 | $1.5M | -26% | 6.6k | 232.56 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $1.5M | -26% | 3.0k | 488.07 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | -9% | 10k | 121.16 |
|
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $1.2M | -91% | 24k | 52.66 |
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| Abbott Laboratories (ABT) | 0.1 | $1.2M | -2% | 11k | 114.01 |
|
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $1.2M | +56% | 11k | 106.19 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.2M | 2.3k | 528.07 |
|
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| Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.2M | 7.2k | 165.85 |
|
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| Csw Industrials (CSWI) | 0.1 | $1.2M | 3.2k | 366.39 |
|
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| Emerson Electric (EMR) | 0.1 | $1.2M | -19% | 11k | 109.38 |
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| Materials SPDR (XLB) | 0.1 | $1.1M | +36% | 12k | 96.38 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | -7% | 1.9k | 584.83 |
|
| Nuveen Muni Value Fund (NUV) | 0.1 | $1.0M | -7% | 114k | 9.02 |
|
| Caterpillar (CAT) | 0.1 | $1.0M | -17% | 2.6k | 391.12 |
|
| Real Estate Select Sect Spdr (XLRE) | 0.1 | $995k | +31% | 22k | 44.67 |
|
| J.M. Smucker Company (SJM) | 0.1 | $916k | 7.6k | 121.10 |
|
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| At&t (T) | 0.1 | $908k | -20% | 41k | 22.00 |
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| Nextera Energy (NEE) | 0.1 | $825k | -11% | 9.8k | 84.53 |
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| SYSCO Corporation (SYY) | 0.1 | $816k | -12% | 11k | 78.06 |
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| Commercial Metals Company (CMC) | 0.1 | $814k | 15k | 54.96 |
|
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| Walt Disney Company (DIS) | 0.1 | $752k | -18% | 7.8k | 96.19 |
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| General Electric (GE) | 0.1 | $724k | -7% | 3.8k | 188.58 |
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| iShares Dow Jones US Technology (IYW) | 0.1 | $704k | -7% | 4.6k | 151.62 |
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| CVS Caremark Corporation (CVS) | 0.1 | $689k | -25% | 11k | 62.88 |
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| SPDR DJ Wilshire Mid Cap (SPMD) | 0.1 | $648k | +5% | 12k | 54.68 |
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| Bristol Myers Squibb (BMY) | 0.1 | $647k | -18% | 13k | 51.74 |
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| Suno (SUN) | 0.1 | $646k | 12k | 53.68 |
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| Comcast Corporation (CMCSA) | 0.1 | $627k | -23% | 15k | 41.77 |
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| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.1 | $600k | +8% | 11k | 54.33 |
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| Nike (NKE) | 0.1 | $538k | -26% | 6.1k | 88.40 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $536k | -7% | 4.6k | 116.96 |
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| MasterCard Incorporated (MA) | 0.1 | $535k | +3% | 1.1k | 493.80 |
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| Balchem Corporation (BCPC) | 0.1 | $525k | -6% | 3.0k | 176.00 |
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| Capital One Financial (COF) | 0.1 | $524k | NEW | 3.5k | 149.73 |
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| Boeing Company (BA) | 0.1 | $519k | -50% | 3.4k | 152.04 |
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| Extra Space Storage (EXR) | 0.1 | $516k | 2.9k | 180.19 |
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| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $506k | -38% | 6.1k | 82.94 |
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| Illinois Tool Works (ITW) | 0.1 | $499k | -10% | 1.9k | 262.07 |
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| Chubb (CB) | 0.1 | $496k | -35% | 1.7k | 288.54 |
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| Oshkosh Corporation (OSK) | 0.1 | $465k | -6% | 4.6k | 100.21 |
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| iShares S&P 500 Index (IVV) | 0.0 | $447k | -4% | 775.00 | 576.82 |
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| Corning Incorporated (GLW) | 0.0 | $434k | -10% | 9.6k | 45.15 |
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| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $432k | -30% | 8.2k | 52.86 |
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| Honeywell International (HON) | 0.0 | $429k | -14% | 2.1k | 206.71 |
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| AFLAC Incorporated (AFL) | 0.0 | $405k | -7% | 3.6k | 111.80 |
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| Amgen (AMGN) | 0.0 | $403k | -28% | 1.3k | 322.21 |
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| Digital Realty Trust (DLR) | 0.0 | $402k | +6% | 2.5k | 161.83 |
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| Hubbell (HUBB) | 0.0 | $386k | 900.00 | 428.35 |
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| Norfolk Southern (NSC) | 0.0 | $373k | -14% | 1.5k | 248.50 |
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| 3M Company (MMM) | 0.0 | $369k | -4% | 2.7k | 136.70 |
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| Phillips 66 (PSX) | 0.0 | $356k | -54% | 2.7k | 131.45 |
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| Coca-Cola Company (KO) | 0.0 | $346k | -4% | 4.8k | 71.86 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $338k | -28% | 4.7k | 71.86 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $328k | -24% | 14k | 23.95 |
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| Arbor Realty Trust (ABR) | 0.0 | $311k | 20k | 15.56 |
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| Invesco Cef Income Composite Etf (PCEF) | 0.0 | $310k | 16k | 19.71 |
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| PNC Financial Services (PNC) | 0.0 | $291k | -34% | 1.6k | 184.85 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $286k | 24k | 11.97 |
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| Cigna Corp (CI) | 0.0 | $284k | 821.00 | 346.44 |
|
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| iShares S&P 500 Growth Index (IVW) | 0.0 | $283k | -13% | 3.0k | 95.75 |
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| Consolidated Edison (ED) | 0.0 | $282k | -25% | 2.7k | 104.13 |
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| Etfis Ser Tr I virtus infrcap (PFFA) | 0.0 | $274k | NEW | 12k | 22.83 |
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| Qualcomm (QCOM) | 0.0 | $272k | -41% | 1.6k | 170.05 |
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| Intel Corporation (INTC) | 0.0 | $262k | -65% | 11k | 23.46 |
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| Enbridge (ENB) | 0.0 | $256k | -4% | 6.3k | 40.67 |
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| BP (BP) | 0.0 | $239k | -11% | 7.6k | 31.39 |
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| Ball Corporation (BALL) | 0.0 | $238k | 3.5k | 67.91 |
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| Ge Vernova (GEV) | 0.0 | $228k | NEW | 893.00 | 254.98 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $227k | NEW | 1.1k | 206.57 |
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| Hershey Company (HSY) | 0.0 | $223k | 1.2k | 191.78 |
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| PPL Corporation (PPL) | 0.0 | $219k | NEW | 6.6k | 33.08 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $219k | -15% | 415.00 | 527.67 |
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| Alps Etf Tr barrons 400 etf (BFOR) | 0.0 | $215k | NEW | 3.0k | 71.72 |
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| Devon Energy Corporation (DVN) | 0.0 | $214k | +4% | 5.5k | 39.12 |
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| Albemarle Corporation (ALB) | 0.0 | $213k | 2.3k | 94.71 |
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| Carrier Global Corporation (CARR) | 0.0 | $201k | NEW | 2.5k | 80.49 |
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| New Residential Investment (RITM) | 0.0 | $200k | 18k | 11.35 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $167k | 16k | 10.46 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $141k | 11k | 13.39 |
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| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $138k | 11k | 13.10 |
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| Brookfield Real Assets Incom shs ben int (RA) | 0.0 | $137k | NEW | 10k | 13.70 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $134k | 12k | 11.66 |
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| Ready Cap Corp Com reit (RC) | 0.0 | $120k | 16k | 7.63 |
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| Eagle Pt Cr (ECC) | 0.0 | $104k | 11k | 9.86 |
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| Cherry Hill Mort (CHMI) | 0.0 | $102k | +133% | 28k | 3.63 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $101k | NEW | 11k | 8.96 |
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| Brightspire Capital (BRSP) | 0.0 | $67k | 12k | 5.60 |
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| Platinum Group Metals (PLG) | 0.0 | $19k | 13k | 1.43 |
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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 Q3 filed Oct. 25, 2024
- Hudson Valley Investment Advisors 2024 Q2 filed July 2, 2024
- 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