Hudson Valley Investment Advisors

Latest statistics and disclosures from Hudson Valley Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Hudson Valley Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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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 (NYCB) 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

View all past filings