Hudson Valley Investment Advisors
Latest statistics and disclosures from Hudson Valley Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPIB, LLY, ISRG, SPSB, MSFT, and represent 21.69% of Hudson Valley Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: OBT (+$14M), IBM, APH, META, CBRE, TRMB, PWR, SPSB, AMZN, CMG.
- Started 4 new stock positions in TRMB, PWR, CAH, APH.
- Reduced shares in these 10 stocks: AMD (-$5.8M), , PFE, ILMN, LEN, IGSB, NVDA, ABBV, SPY, GNRC.
- Sold out of its positions in AES, DOW, ILMN, IGSB, LEN, NOW, TSLA, TXN, TTD, VOO. WFC, XPO.
- Hudson Valley Investment Advisors was a net buyer of stock by $9.4M.
- Hudson Valley Investment Advisors has $837M in assets under management (AUM), dropping by -5.18%.
- Central Index Key (CIK): 0000943442
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Portfolio Holdings for Hudson Valley Investment Advisors
Hudson Valley Investment Advisors holds 169 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 5.0 | $42M | 1.3M | 33.24 |
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| Eli Lilly & Co. (LLY) | 4.8 | $40M | 48k | 825.91 |
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| Intuitive Surgical (ISRG) | 4.1 | $34M | -2% | 69k | 495.27 |
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| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 4.0 | $33M | +4% | 1.1M | 30.10 |
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| Microsoft Corporation (MSFT) | 4.0 | $33M | 88k | 375.39 |
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| NVIDIA Corporation (NVDA) | 3.7 | $31M | -3% | 289k | 108.38 |
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| Apple (AAPL) | 3.4 | $28M | 126k | 222.13 |
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| Orange County Ban (OBT) | 3.3 | $28M | +95% | 1.2M | 23.39 |
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| Amazon (AMZN) | 2.3 | $19M | +5% | 102k | 190.26 |
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| Technology SPDR (XLK) | 2.3 | $19M | +2% | 93k | 206.48 |
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| Alphabet Inc Class C cs (GOOG) | 2.1 | $18M | 113k | 156.23 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $17M | -4% | 70k | 245.30 |
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| KLA-Tencor Corporation (KLAC) | 1.7 | $14M | -2% | 21k | 679.80 |
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| UnitedHealth (UNH) | 1.5 | $13M | -5% | 25k | 523.74 |
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| Visa (V) | 1.5 | $13M | -2% | 37k | 350.47 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $12M | 105k | 118.93 |
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| American Express Company (AXP) | 1.5 | $12M | 46k | 269.05 |
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| Spdr S&p 500 Etf (SPY) | 1.4 | $12M | -7% | 21k | 559.39 |
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| Facebook Inc cl a (META) | 1.4 | $12M | +49% | 21k | 576.36 |
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| Marsh & McLennan Companies (MMC) | 1.4 | $12M | -3% | 48k | 244.03 |
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| AutoZone (AZO) | 1.3 | $11M | +10% | 3.0k | 3814.07 |
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| salesforce (CRM) | 1.3 | $11M | +8% | 40k | 268.36 |
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| Adobe Systems Incorporated (ADBE) | 1.2 | $10M | +7% | 27k | 383.54 |
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| Abbvie (ABBV) | 1.2 | $10M | -9% | 49k | 209.52 |
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| Financial Select Sector SPDR (XLF) | 1.2 | $10M | -3% | 204k | 49.81 |
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| Thermo Fisher Scientific (TMO) | 1.2 | $10M | 20k | 497.59 |
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| Broadcom (AVGO) | 1.2 | $9.9M | -4% | 59k | 167.43 |
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| Danaher Corporation (DHR) | 1.1 | $9.5M | 47k | 205.00 |
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| Medtronic (MDT) | 1.1 | $9.3M | 103k | 89.86 |
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| United Rentals (URI) | 1.1 | $9.2M | +8% | 15k | 626.74 |
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| Chipotle Mexican Grill (CMG) | 1.0 | $8.7M | +14% | 173k | 50.21 |
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| Home Depot (HD) | 1.0 | $8.5M | -8% | 23k | 366.48 |
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| Chart Industries (GTLS) | 1.0 | $8.4M | +2% | 58k | 144.36 |
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| Morgan Stanley (MS) | 1.0 | $8.0M | 69k | 116.67 |
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| Health Care SPDR (XLV) | 0.9 | $7.9M | -5% | 54k | 146.01 |
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| W.W. Grainger (GWW) | 0.9 | $7.9M | +7% | 8.0k | 987.83 |
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| Ishares Tr fltg rate nt (FLOT) | 0.9 | $7.7M | +3% | 151k | 51.05 |
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| International Business Machines (IBM) | 0.9 | $7.7M | +133% | 31k | 248.67 |
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| Cisco Systems (CSCO) | 0.9 | $7.4M | 119k | 61.71 |
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| Consumer Discretionary SPDR (XLY) | 0.9 | $7.1M | 36k | 197.46 |
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| Starbucks Corporation (SBUX) | 0.8 | $6.8M | +7% | 70k | 98.09 |
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| Fluor Corporation (FLR) | 0.8 | $6.8M | +18% | 189k | 35.82 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.8 | $6.8M | -2% | 70k | 96.45 |
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| CSX Corporation (CSX) | 0.8 | $6.7M | -10% | 229k | 29.43 |
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| Pepsi (PEP) | 0.8 | $6.3M | 42k | 149.94 |
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| Prologis (PLD) | 0.7 | $6.2M | -3% | 56k | 111.79 |
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| Industrial SPDR (XLI) | 0.7 | $6.2M | -5% | 47k | 131.07 |
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| Sherwin-Williams Company (SHW) | 0.7 | $6.2M | -9% | 18k | 349.17 |
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| Ciena Corporation (CIEN) | 0.7 | $5.9M | 98k | 60.43 |
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| Baker Hughes A Ge Company (BKR) | 0.7 | $5.7M | -4% | 129k | 43.95 |
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| McDonald's Corporation (MCD) | 0.6 | $5.4M | 17k | 312.36 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $4.9M | +6% | 62k | 78.28 |
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| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.6 | $4.8M | +10% | 119k | 40.76 |
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| Lincoln Electric Holdings (LECO) | 0.6 | $4.8M | +2% | 26k | 189.15 |
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| Goldman Sachs (GS) | 0.6 | $4.7M | +12% | 8.6k | 546.29 |
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| Cbre Group Inc Cl A (CBRE) | 0.5 | $4.5M | +197% | 34k | 130.78 |
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| Mondelez Int (MDLZ) | 0.5 | $4.2M | 61k | 67.85 |
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| Consumer Staples Select Sect. SPDR (XLP) | 0.5 | $4.0M | 49k | 81.67 |
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| Schlumberger (SLB) | 0.5 | $3.9M | +3% | 94k | 41.80 |
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| Amphenol Corporation (APH) | 0.5 | $3.9M | NEW | 60k | 65.59 |
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| Chevron Corporation (CVX) | 0.5 | $3.8M | 23k | 167.29 |
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| Nucor Corporation (NUE) | 0.4 | $3.7M | -7% | 31k | 120.34 |
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| Bank of America Corporation (BAC) | 0.4 | $3.7M | -7% | 89k | 41.73 |
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| Weyerhaeuser Company (WY) | 0.4 | $3.6M | +4% | 123k | 29.28 |
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| Blue Owl Capital (OWL) | 0.4 | $3.6M | +7% | 177k | 20.04 |
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| Wal-Mart Stores (WMT) | 0.4 | $3.4M | 39k | 87.79 |
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| Advanced Micro Devices (AMD) | 0.4 | $3.4M | -63% | 33k | 102.74 |
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| Energy Select Sector SPDR (XLE) | 0.4 | $3.2M | -10% | 34k | 93.45 |
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| Procter & Gamble Company (PG) | 0.4 | $3.2M | -3% | 19k | 170.42 |
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| Trimble Navigation (TRMB) | 0.3 | $2.8M | NEW | 42k | 65.65 |
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| Automatic Data Processing (ADP) | 0.3 | $2.5M | -11% | 8.3k | 305.53 |
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| ResMed (RMD) | 0.3 | $2.5M | 11k | 223.85 |
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| Quanta Services (PWR) | 0.3 | $2.4M | NEW | 9.5k | 254.18 |
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| Duke Energy (DUK) | 0.3 | $2.4M | +20% | 20k | 121.97 |
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| Webster Financial Corporation (WBS) | 0.3 | $2.4M | 46k | 51.55 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $2.4M | 4.4k | 533.48 |
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| Oracle Corporation (ORCL) | 0.3 | $2.3M | -7% | 17k | 139.81 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.2M | 13k | 165.84 |
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| Generac Holdings (GNRC) | 0.2 | $1.9M | -33% | 15k | 126.65 |
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| Southern Company (SO) | 0.2 | $1.9M | 20k | 91.95 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | -5% | 1.9k | 945.78 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.7M | 12k | 139.78 |
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| Utilities SPDR (XLU) | 0.2 | $1.7M | 22k | 78.85 |
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| ConocoPhillips (COP) | 0.2 | $1.7M | -12% | 16k | 105.02 |
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| Abbott Laboratories (ABT) | 0.2 | $1.4M | -2% | 10k | 132.65 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $1.3M | -8% | 2.8k | 468.92 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 9.8k | 132.46 |
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| Merck & Co (MRK) | 0.1 | $1.2M | -12% | 13k | 89.76 |
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| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $1.2M | 11k | 105.60 |
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| Emerson Electric (EMR) | 0.1 | $1.2M | 11k | 109.64 |
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| Materials SPDR (XLB) | 0.1 | $1.1M | +3% | 13k | 85.98 |
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| Real Estate Select Sect Spdr (XLRE) | 0.1 | $1.1M | +12% | 27k | 41.85 |
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| Verizon Communications (VZ) | 0.1 | $1.1M | -9% | 24k | 45.36 |
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| Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.0M | -23% | 6.7k | 154.64 |
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| At&t (T) | 0.1 | $1.0M | -3% | 36k | 28.28 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $963k | -15% | 1.9k | 512.01 |
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| Csw Industrials (CSWI) | 0.1 | $936k | 3.2k | 291.52 |
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| Pfizer (PFE) | 0.1 | $922k | -76% | 36k | 25.34 |
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| Nextera Energy (NEE) | 0.1 | $916k | +141% | 13k | 70.89 |
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| American Tower Reit (AMT) | 0.1 | $880k | -30% | 4.0k | 217.60 |
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| Caterpillar (CAT) | 0.1 | $869k | 2.6k | 329.80 |
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| SPDR DJ Wilshire Mid Cap (SPMD) | 0.1 | $834k | +14% | 16k | 51.18 |
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| J.M. Smucker Company (SJM) | 0.1 | $822k | 6.9k | 118.41 |
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| General Electric (GE) | 0.1 | $764k | 3.8k | 200.15 |
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| SYSCO Corporation (SYY) | 0.1 | $714k | -5% | 9.5k | 75.04 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $707k | -12% | 1.6k | 446.77 |
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| Suno (SUN) | 0.1 | $699k | 12k | 58.06 |
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| Commercial Metals Company (CMC) | 0.1 | $672k | 15k | 46.01 |
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| iShares Dow Jones US Technology (IYW) | 0.1 | $631k | -3% | 4.5k | 140.44 |
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| Capital One Financial (COF) | 0.1 | $628k | 3.5k | 179.30 |
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| Bristol Myers Squibb (BMY) | 0.1 | $623k | -3% | 10k | 60.99 |
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| MasterCard Incorporated (MA) | 0.1 | $594k | 1.1k | 548.12 |
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| CVS Caremark Corporation (CVS) | 0.1 | $568k | -3% | 8.4k | 67.75 |
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| Boeing Company (BA) | 0.1 | $549k | -12% | 3.2k | 170.55 |
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| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.1 | $529k | 10k | 52.65 |
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| Walt Disney Company (DIS) | 0.1 | $467k | -12% | 4.7k | 98.70 |
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| Chubb (CB) | 0.1 | $447k | -13% | 1.5k | 301.97 |
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| Balchem Corporation (BCPC) | 0.1 | $442k | -10% | 2.7k | 166.00 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $441k | 4.2k | 104.57 |
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| Corning Incorporated (GLW) | 0.1 | $440k | 9.6k | 45.78 |
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| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $437k | -5% | 5.4k | 80.37 |
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| iShares S&P 500 Index (IVV) | 0.1 | $436k | 775.00 | 561.90 |
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| Oshkosh Corporation (OSK) | 0.1 | $432k | 4.6k | 94.08 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $421k | 48k | 8.77 |
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| Extra Space Storage (EXR) | 0.0 | $418k | 2.8k | 148.49 |
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| Amgen (AMGN) | 0.0 | $389k | 1.3k | 311.55 |
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| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $376k | -5% | 7.4k | 51.07 |
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| AFLAC Incorporated (AFL) | 0.0 | $358k | -11% | 3.2k | 111.19 |
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| Norfolk Southern (NSC) | 0.0 | $355k | 1.5k | 236.85 |
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| Digital Realty Trust (DLR) | 0.0 | $352k | 2.5k | 143.29 |
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| Illinois Tool Works (ITW) | 0.0 | $344k | -22% | 1.4k | 248.01 |
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| 3M Company (MMM) | 0.0 | $323k | -18% | 2.2k | 146.86 |
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| Coca-Cola Company (KO) | 0.0 | $316k | 4.4k | 71.62 |
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| Comcast Corporation (CMCSA) | 0.0 | $313k | -25% | 8.5k | 36.90 |
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| Hubbell (HUBB) | 0.0 | $298k | 900.00 | 330.91 |
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| Invesco Cef Income Composite Etf (PCEF) | 0.0 | $296k | 16k | 18.85 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $293k | -9% | 3.5k | 83.87 |
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| PNC Financial Services (PNC) | 0.0 | $277k | 1.6k | 175.77 |
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| Enbridge (ENB) | 0.0 | $276k | 6.2k | 44.26 |
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| Phillips 66 (PSX) | 0.0 | $275k | -11% | 2.2k | 123.48 |
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| iShares S&P 500 Growth Index (IVW) | 0.0 | $274k | 3.0k | 92.83 |
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| Consolidated Edison (ED) | 0.0 | $271k | -9% | 2.5k | 110.59 |
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| Honeywell International (HON) | 0.0 | $269k | -29% | 1.3k | 211.75 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $268k | -7% | 9.3k | 28.90 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $267k | 24k | 11.20 |
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| Cigna Corp (CI) | 0.0 | $267k | 811.00 | 329.00 |
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| Ge Vernova (GEV) | 0.0 | $260k | -4% | 850.00 | 305.28 |
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| Etfis Ser Tr I virtus infrcap (PFFA) | 0.0 | $255k | 12k | 21.21 |
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| Devon Energy Corporation (DVN) | 0.0 | $247k | 6.6k | 37.40 |
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| Qualcomm (QCOM) | 0.0 | $246k | 1.6k | 153.61 |
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| BP (BP) | 0.0 | $241k | -6% | 7.1k | 33.79 |
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| PPL Corporation (PPL) | 0.0 | $239k | 6.6k | 36.11 |
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| Arbor Realty Trust (ABR) | 0.0 | $235k | 20k | 11.75 |
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| Nike (NKE) | 0.0 | $212k | -24% | 3.3k | 63.48 |
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| Alps Etf Tr barrons 400 etf (BFOR) | 0.0 | $208k | 3.0k | 69.44 |
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| Cardinal Health (CAH) | 0.0 | $207k | NEW | 1.5k | 137.77 |
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| New Residential Investment (RITM) | 0.0 | $202k | 18k | 11.45 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $153k | 16k | 9.58 |
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| Brookfield Real Assets Incom shs ben int (RA) | 0.0 | $132k | 10k | 13.16 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $130k | 11k | 12.38 |
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| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $128k | 11k | 12.23 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $126k | 12k | 10.91 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $117k | -7% | 11k | 11.17 |
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| Pangaea Logistics Solution L (PANL) | 0.0 | $110k | 23k | 4.76 |
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| Amcor (AMCR) | 0.0 | $107k | 11k | 9.70 |
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| Eagle Pt Cr (ECC) | 0.0 | $85k | 11k | 8.10 |
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| Ready Cap Corp Com reit (RC) | 0.0 | $80k | 16k | 5.09 |
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| Brightspire Capital (BRSP) | 0.0 | $67k | 12k | 5.56 |
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| Platinum Group Metals (PLG) | 0.0 | $16k | 13k | 1.24 |
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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 2025 Q1 filed April 11, 2025
- Hudson Valley Investment Advisors 2024 Q4 filed Jan. 10, 2025
- 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