Hudson Valley Investment Advisors
Latest statistics and disclosures from Hudson Valley Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, LLY, OBT, SPIB, AAPL, and represent 20.21% of Hudson Valley Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SHY (+$11M), IGSB, NVDA, MSFT, BAC, HD, AAPL, SPY, MINT, LLY.
- Started 7 new stock positions in New York Community Ban, NVO, SPG, EL, LOW, IRM, CAH.
- Reduced shares in these 10 stocks: SPSB, WMT, SPIB, IGM, BKR, SLB, MMC, V, CMG, LEN.
- Sold out of its positions in BFOR, ATRI, PFFA, TXN.
- Hudson Valley Investment Advisors was a net buyer of stock by $4.4M.
- Hudson Valley Investment Advisors has $770M in assets under management (AUM), dropping by -7.84%.
- Central Index Key (CIK): 0000943442
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Portfolio Holdings for Hudson Valley Investment Advisors
Hudson Valley Investment Advisors holds 181 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.9 | $38M | +7% | 101k | 374.69 |
|
| Eli Lilly & Co. (LLY) | 4.3 | $33M | +2% | 53k | 626.03 |
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| Orange County Ban (OBT) | 4.1 | $31M | 599k | 52.19 |
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| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 3.6 | $27M | -12% | 839k | 32.65 |
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| Apple (AAPL) | 3.4 | $26M | +3% | 140k | 185.56 |
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| Intuitive Surgical (ISRG) | 3.1 | $24M | 72k | 328.86 |
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| NVIDIA Corporation (NVDA) | 3.0 | $23M | +16% | 44k | 522.54 |
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| Technology SPDR (XLK) | 2.3 | $18M | 95k | 188.74 |
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| Alphabet Inc Class C cs (GOOG) | 2.1 | $16M | 113k | 140.53 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $15M | 90k | 172.02 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.9 | $15M | +338% | 178k | 81.96 |
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| Spdr S&p 500 Etf (SPY) | 1.9 | $15M | +5% | 31k | 474.60 |
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| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 1.9 | $15M | -24% | 488k | 29.74 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.9 | $14M | +47% | 279k | 51.12 |
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| Amazon (AMZN) | 1.7 | $13M | 86k | 149.10 |
|
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| Adobe Systems Incorporated (ADBE) | 1.6 | $12M | 21k | 580.58 |
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| Advanced Micro Devices (AMD) | 1.5 | $12M | +3% | 80k | 146.18 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $12M | 115k | 100.92 |
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| Home Depot (HD) | 1.5 | $12M | +14% | 33k | 347.92 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $11M | +3% | 20k | 541.37 |
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| UnitedHealth (UNH) | 1.3 | $10M | +2% | 19k | 536.50 |
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| Medtronic (MDT) | 1.2 | $9.2M | 106k | 86.57 |
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| Health Care SPDR (XLV) | 1.2 | $9.2M | 65k | 140.35 |
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| Visa (V) | 1.2 | $9.0M | -11% | 34k | 262.55 |
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| KLA-Tencor Corporation (KLAC) | 1.2 | $9.0M | -8% | 16k | 562.36 |
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| Marsh & McLennan Companies (MMC) | 1.2 | $9.0M | -12% | 47k | 191.60 |
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| Danaher Corporation (DHR) | 1.1 | $8.8M | -4% | 38k | 234.86 |
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| American Express Company (AXP) | 1.1 | $8.8M | -9% | 47k | 189.21 |
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| Abbvie (ABBV) | 1.1 | $8.5M | -2% | 53k | 161.43 |
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| United Rentals (URI) | 1.1 | $8.2M | -2% | 15k | 550.83 |
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| CSX Corporation (CSX) | 1.1 | $8.2M | -6% | 236k | 34.69 |
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| Pepsi (PEP) | 1.0 | $7.9M | 47k | 169.11 |
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| Broadcom (AVGO) | 1.0 | $7.8M | +3% | 7.2k | 1074.85 |
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| Financial Select Sector SPDR (XLF) | 1.0 | $7.4M | 195k | 37.99 |
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| salesforce (CRM) | 0.9 | $7.2M | 27k | 260.87 |
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| Starbucks Corporation (SBUX) | 0.9 | $7.2M | -9% | 76k | 94.19 |
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| Ishares Tr fltg rate nt (FLOT) | 0.9 | $7.1M | +2% | 140k | 50.70 |
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| Morgan Stanley (MS) | 0.9 | $7.1M | -11% | 76k | 93.51 |
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| Cisco Systems (CSCO) | 0.9 | $7.0M | -6% | 140k | 50.46 |
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| Chipotle Mexican Grill (CMG) | 0.9 | $7.0M | -13% | 3.1k | 2236.39 |
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| Chart Industries (GTLS) | 0.8 | $6.3M | -13% | 48k | 133.25 |
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| Consumer Discretionary SPDR (XLY) | 0.8 | $6.2M | 35k | 175.56 |
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| Prologis (PLD) | 0.8 | $6.2M | -9% | 46k | 133.17 |
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| Nucor Corporation (NUE) | 0.8 | $6.1M | -5% | 35k | 172.75 |
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| Sherwin-Williams Company (SHW) | 0.8 | $5.9M | -2% | 20k | 299.47 |
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| Lincoln Electric Holdings (LECO) | 0.8 | $5.9M | -9% | 28k | 212.21 |
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| Industrial SPDR (XLI) | 0.7 | $5.7M | 51k | 112.16 |
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| Fluor Corporation (FLR) | 0.7 | $5.6M | -14% | 147k | 38.25 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.7 | $5.6M | 76k | 73.16 |
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| Bank of America Corporation (BAC) | 0.7 | $5.5M | +49% | 162k | 34.16 |
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| Baker Hughes A Ge Company (BKR) | 0.7 | $5.3M | -23% | 163k | 32.44 |
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| AutoZone (AZO) | 0.7 | $5.1M | -14% | 2.0k | 2555.22 |
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| Schlumberger (SLB) | 0.7 | $5.0M | -22% | 100k | 50.32 |
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| W.W. Grainger (GWW) | 0.6 | $4.9M | -10% | 6.0k | 822.23 |
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| McDonald's Corporation (MCD) | 0.6 | $4.8M | +5% | 17k | 291.89 |
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| Weyerhaeuser Company (WY) | 0.6 | $4.8M | -8% | 141k | 34.05 |
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| Lennar Corporation (LEN) | 0.6 | $4.7M | -17% | 32k | 149.31 |
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| Facebook Inc cl a (META) | 0.6 | $4.6M | +11% | 13k | 358.66 |
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| Mondelez Int (MDLZ) | 0.5 | $4.2M | -16% | 57k | 73.71 |
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| Chevron Corporation (CVX) | 0.5 | $4.0M | +5% | 27k | 149.50 |
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| Pfizer (PFE) | 0.5 | $4.0M | +2% | 134k | 29.58 |
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| AES Corporation (AES) | 0.5 | $3.9M | -13% | 206k | 19.07 |
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| Webster Financial Corporation (WBS) | 0.5 | $3.8M | +22% | 74k | 51.39 |
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| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.5 | $3.7M | 90k | 41.32 |
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| Consumer Staples Select Sect. SPDR (XLP) | 0.5 | $3.6M | 50k | 72.54 |
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| Ciena Corporation (CIEN) | 0.5 | $3.5M | -2% | 75k | 47.39 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $3.4M | +16% | 6.8k | 501.60 |
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| Energy Select Sector SPDR (XLE) | 0.4 | $3.3M | +4% | 39k | 83.70 |
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| Procter & Gamble Company (PG) | 0.4 | $3.2M | 22k | 148.69 |
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| Oracle Corporation (ORCL) | 0.4 | $2.8M | +26% | 26k | 104.66 |
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| Automatic Data Processing (ADP) | 0.4 | $2.7M | +12% | 12k | 236.76 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.6M | +7% | 16k | 161.53 |
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| International Business Machines (IBM) | 0.3 | $2.4M | +2% | 15k | 161.14 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.4M | -65% | 15k | 158.25 |
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| ConocoPhillips (COP) | 0.3 | $2.3M | +2% | 21k | 114.50 |
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| Dollar General (DG) | 0.3 | $2.3M | -5% | 17k | 134.22 |
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| Duke Energy (DUK) | 0.3 | $2.2M | +25% | 23k | 99.39 |
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| Verizon Communications (VZ) | 0.3 | $2.2M | +23% | 55k | 40.10 |
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| Merck & Co (MRK) | 0.3 | $2.2M | +9% | 18k | 117.38 |
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| American Tower Reit (AMT) | 0.3 | $1.9M | +9% | 9.0k | 216.08 |
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| ResMed (RMD) | 0.2 | $1.9M | 11k | 172.77 |
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| Illumina (ILMN) | 0.2 | $1.7M | -16% | 13k | 133.66 |
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| Utilities SPDR (XLU) | 0.2 | $1.7M | 26k | 65.00 |
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| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.2 | $1.7M | +87% | 17k | 99.95 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $1.6M | +3% | 4.0k | 404.95 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.6M | +2% | 13k | 122.34 |
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| Intel Corporation (INTC) | 0.2 | $1.6M | +3% | 33k | 48.45 |
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| Boeing Company (BA) | 0.2 | $1.6M | +6% | 6.9k | 229.01 |
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| Southern Company (SO) | 0.2 | $1.6M | 22k | 72.16 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.6M | +11% | 2.4k | 661.69 |
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| Emerson Electric (EMR) | 0.2 | $1.3M | +21% | 13k | 95.77 |
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| Abbott Laboratories (ABT) | 0.2 | $1.2M | 11k | 112.40 |
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| CVS Caremark Corporation (CVS) | 0.2 | $1.2M | +13% | 15k | 80.68 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $1.1M | +2% | 123k | 8.69 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.1M | 2.2k | 475.26 |
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| Alphabet Inc Class A cs (GOOGL) | 0.1 | $987k | 7.1k | 138.84 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $979k | +9% | 11k | 85.84 |
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| J.M. Smucker Company (SJM) | 0.1 | $976k | 7.6k | 129.02 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $946k | +10% | 2.1k | 458.60 |
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| Caterpillar (CAT) | 0.1 | $924k | +21% | 3.2k | 292.25 |
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| Tesla Motors (TSLA) | 0.1 | $924k | +9% | 3.8k | 240.45 |
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| SYSCO Corporation (SYY) | 0.1 | $899k | +7% | 12k | 75.61 |
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| At&t (T) | 0.1 | $895k | +17% | 52k | 17.32 |
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| Walt Disney Company (DIS) | 0.1 | $880k | +10% | 9.6k | 91.55 |
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| Comcast Corporation (CMCSA) | 0.1 | $862k | +12% | 20k | 43.73 |
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| Nike (NKE) | 0.1 | $860k | +19% | 8.3k | 103.62 |
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| Bristol Myers Squibb (BMY) | 0.1 | $799k | +9% | 15k | 51.79 |
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| Flowers Foods (FLO) | 0.1 | $796k | 35k | 22.89 |
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| Phillips 66 (PSX) | 0.1 | $790k | +110% | 5.9k | 133.85 |
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| Commercial Metals Company (CMC) | 0.1 | $768k | 15k | 51.83 |
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| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $760k | -24% | 7.2k | 105.33 |
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| Materials SPDR (XLB) | 0.1 | $723k | -4% | 8.5k | 84.70 |
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| Suno (SUN) | 0.1 | $692k | 12k | 57.67 |
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| Nextera Energy (NEE) | 0.1 | $692k | +11% | 11k | 62.92 |
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| Real Estate Select Sect Spdr (XLRE) | 0.1 | $675k | -5% | 17k | 39.83 |
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| Csw Industrials (CSWI) | 0.1 | $659k | 3.2k | 205.30 |
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| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $638k | +39% | 9.9k | 64.50 |
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| Dupont De Nemours (DD) | 0.1 | $636k | 8.3k | 76.67 |
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| iShares Dow Jones US Technology (IYW) | 0.1 | $609k | +5% | 5.0k | 120.74 |
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| Chubb (CB) | 0.1 | $604k | +31% | 2.7k | 226.19 |
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| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $555k | +32% | 12k | 46.94 |
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| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.1 | $552k | -8% | 10k | 54.16 |
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| Illinois Tool Works (ITW) | 0.1 | $549k | +11% | 2.1k | 257.22 |
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| Amgen (AMGN) | 0.1 | $547k | +40% | 1.8k | 310.88 |
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| SPDR DJ Wilshire Mid Cap (SPMD) | 0.1 | $541k | +11% | 11k | 48.13 |
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| General Electric (GE) | 0.1 | $531k | +7% | 4.1k | 128.28 |
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| Oshkosh Corporation (OSK) | 0.1 | $528k | +4% | 5.0k | 106.44 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $527k | 5.0k | 106.08 |
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| Honeywell International (HON) | 0.1 | $494k | +11% | 2.4k | 202.66 |
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| Iron Mountain (IRM) | 0.1 | $486k | NEW | 7.1k | 68.05 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $463k | +12% | 18k | 25.55 |
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| Extra Space Storage (EXR) | 0.1 | $458k | 2.9k | 159.84 |
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| Balchem Corporation (BCPC) | 0.1 | $453k | +6% | 3.2k | 142.44 |
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| MasterCard Incorporated (MA) | 0.1 | $441k | -3% | 1.0k | 421.98 |
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| Realty Income (O) | 0.1 | $435k | -2% | 7.3k | 59.48 |
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| Estee Lauder Companies (EL) | 0.1 | $410k | NEW | 2.9k | 139.03 |
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| Norfolk Southern (NSC) | 0.1 | $402k | +16% | 1.8k | 229.71 |
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| iShares S&P 500 Index (IVV) | 0.1 | $386k | -5% | 810.00 | 476.59 |
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| Qualcomm (QCOM) | 0.0 | $383k | +72% | 2.8k | 139.03 |
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| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $381k | +20% | 12k | 31.41 |
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| PNC Financial Services (PNC) | 0.0 | $378k | +27% | 2.4k | 157.52 |
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| iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $354k | -83% | 800.00 | 442.41 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $345k | +39% | 6.6k | 52.70 |
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| Consolidated Edison (ED) | 0.0 | $343k | +27% | 3.7k | 93.81 |
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| Corning Incorporated (GLW) | 0.0 | $336k | 11k | 31.32 |
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| AFLAC Incorporated (AFL) | 0.0 | $323k | 3.9k | 82.87 |
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| Lowe's Companies (LOW) | 0.0 | $317k | NEW | 1.5k | 217.14 |
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| Digital Realty Trust (DLR) | 0.0 | $312k | -6% | 2.3k | 133.70 |
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| Albemarle Corporation (ALB) | 0.0 | $307k | 2.3k | 136.58 |
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| 3M Company (MMM) | 0.0 | $307k | -3% | 2.8k | 108.86 |
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| BP (BP) | 0.0 | $305k | 8.6k | 35.43 |
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| Coca-Cola Company (KO) | 0.0 | $302k | +4% | 5.0k | 60.11 |
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| Valero Energy Corporation (VLO) | 0.0 | $294k | +18% | 2.3k | 129.27 |
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| Arbor Realty Trust (ABR) | 0.0 | $294k | 20k | 14.68 |
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| Hubbell (HUBB) | 0.0 | $291k | 900.00 | 322.88 |
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| Invesco Cef Income Composite Etf (PCEF) | 0.0 | $286k | 16k | 18.19 |
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| Novo Nordisk A/S (NVO) | 0.0 | $268k | NEW | 2.5k | 106.40 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $265k | 24k | 11.08 |
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| Goldman Sachs (GS) | 0.0 | $264k | +29% | 679.00 | 388.86 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $257k | 4.0k | 64.62 |
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| Cigna Corp (CI) | 0.0 | $256k | -3% | 816.00 | 313.63 |
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| iShares S&P 500 Growth Index (IVW) | 0.0 | $253k | 3.4k | 74.50 |
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| Enbridge (ENB) | 0.0 | $244k | +4% | 6.6k | 37.15 |
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| Devon Energy Corporation (DVN) | 0.0 | $238k | -27% | 5.2k | 45.53 |
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| Hershey Company (HSY) | 0.0 | $223k | 1.2k | 191.45 |
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| Simon Property (SPG) | 0.0 | $221k | NEW | 1.6k | 142.32 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $215k | +2% | 492.00 | 436.13 |
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| Cardinal Health (CAH) | 0.0 | $205k | NEW | 2.0k | 105.17 |
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| Ball Corporation (BALL) | 0.0 | $200k | 3.5k | 57.17 |
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| New Residential Investment (RITM) | 0.0 | $187k | 18k | 10.64 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $159k | 16k | 9.96 |
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| Ready Cap Corp Com reit (RC) | 0.0 | $159k | 16k | 10.13 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $127k | 11k | 12.06 |
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| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $127k | 11k | 12.05 |
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| New York Community Ban | 0.0 | $117k | NEW | 11k | 10.59 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $114k | 12k | 9.95 |
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| Eagle Pt Cr (ECC) | 0.0 | $105k | 11k | 9.96 |
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| Brightspire Capital (BRSP) | 0.0 | $90k | 12k | 7.49 |
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| Cherry Hill Mort (CHMI) | 0.0 | $49k | 12k | 4.10 |
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| Platinum Group Metals (PLG) | 0.0 | $16k | 13k | 1.19 |
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| Pieris Pharmaceuticals | 0.0 | $2.4k | 14k | 0.17 |
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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 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
- Hudson Valley Investment Advisors 2020 Q3 filed Oct. 13, 2020