Hudson Valley Investment Advisors as of March 31, 2020
Portfolio Holdings for Hudson Valley Investment Advisors
Hudson Valley Investment Advisors holds 160 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.7 | $21M | 132k | 157.71 | |
| Intuitive Surgical (ISRG) | 4.5 | $16M | 33k | 495.21 | |
| Orange County Ban (OBT) | 4.4 | $16M | 649k | 24.75 | |
| Medtronic (MDT) | 3.2 | $12M | 130k | 90.18 | |
| Home Depot (HD) | 3.1 | $11M | 61k | 186.71 | |
| Apple (AAPL) | 3.0 | $11M | 42k | 254.29 | |
| Thermo Fisher Scientific (TMO) | 2.8 | $10M | 35k | 283.61 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $9.6M | 30k | 318.24 | |
| Eli Lilly & Co. (LLY) | 2.3 | $8.3M | 60k | 138.72 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $7.8M | 87k | 90.03 | |
| Pepsi (PEP) | 2.0 | $7.4M | 61k | 120.10 | |
| Alphabet Inc Class C cs (GOOG) | 2.0 | $7.1M | 6.1k | 1162.75 | |
| Verizon Communications (VZ) | 1.9 | $6.8M | 128k | 53.73 | |
| Amazon (AMZN) | 1.8 | $6.3M | 3.3k | 1949.57 | |
| Facebook Inc cl a (META) | 1.7 | $6.2M | 37k | 166.81 | |
| UnitedHealth (UNH) | 1.6 | $6.0M | 24k | 249.38 | |
| American Tower Reit (AMT) | 1.5 | $5.4M | 25k | 217.74 | |
| Spdr S&p 500 Etf (SPY) | 1.4 | $5.0M | 20k | 257.76 | |
| Visa (V) | 1.4 | $5.0M | 31k | 161.13 | |
| Johnson & Johnson (JNJ) | 1.4 | $4.9M | 37k | 131.12 | |
| Intel Corporation (INTC) | 1.3 | $4.7M | 86k | 54.12 | |
| Pfizer (PFE) | 1.3 | $4.6M | 141k | 32.64 | |
| salesforce (CRM) | 1.3 | $4.6M | 32k | 144.00 | |
| Danaher Corporation (DHR) | 1.2 | $4.5M | 32k | 138.41 | |
| ResMed (RMD) | 1.2 | $4.4M | 30k | 147.27 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 1.2 | $4.4M | 139k | 31.84 | |
| Walt Disney Company (DIS) | 1.2 | $4.3M | 45k | 96.59 | |
| Illumina (ILMN) | 1.2 | $4.2M | 16k | 273.13 | |
| Comcast Corporation (CMCSA) | 1.1 | $4.1M | 120k | 34.38 | |
| Marsh & McLennan Companies (MMC) | 1.1 | $4.1M | 48k | 86.46 | |
| Cisco Systems (CSCO) | 1.1 | $4.0M | 102k | 39.31 | |
| Broad | 1.1 | $3.9M | 17k | 237.11 | |
| Bank of America Corporation (BAC) | 1.1 | $3.9M | 185k | 21.23 | |
| Nike (NKE) | 1.1 | $3.9M | 48k | 82.74 | |
| Merck & Co (MRK) | 1.1 | $3.8M | 50k | 76.95 | |
| Duke Energy (DUK) | 1.0 | $3.8M | 47k | 80.88 | |
| NVIDIA Corporation (NVDA) | 1.0 | $3.7M | 14k | 263.61 | |
| Sherwin-Williams Company (SHW) | 1.0 | $3.6M | 7.8k | 459.54 | |
| Sterling Bancorp | 1.0 | $3.5M | 333k | 10.45 | |
| Automatic Data Processing (ADP) | 0.9 | $3.4M | 25k | 136.68 | |
| Estee Lauder Companies (EL) | 0.9 | $3.4M | 21k | 159.33 | |
| Wal-Mart Stores (WMT) | 0.9 | $3.2M | 29k | 113.63 | |
| Honeywell International (HON) | 0.9 | $3.3M | 24k | 133.80 | |
| Dollar General (DG) | 0.9 | $3.3M | 22k | 151.00 | |
| Procter & Gamble Company (PG) | 0.8 | $3.1M | 28k | 110.00 | |
| CSX Corporation (CSX) | 0.7 | $2.5M | 44k | 57.30 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $2.2M | 6.5k | 338.94 | |
| Starbucks Corporation (SBUX) | 0.6 | $2.2M | 33k | 65.75 | |
| Oracle Corporation (ORCL) | 0.6 | $2.2M | 46k | 48.34 | |
| OceanFirst Financial (OCFC) | 0.6 | $2.2M | 140k | 15.91 | |
| Chevron Corporation (CVX) | 0.6 | $2.2M | 30k | 72.46 | |
| Enbridge (ENB) | 0.6 | $2.2M | 75k | 29.09 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $2.1M | 56k | 37.96 | |
| Xilinx | 0.6 | $2.1M | 27k | 77.95 | |
| Costco Wholesale Corporation (COST) | 0.6 | $2.1M | 7.2k | 285.16 | |
| Prologis (PLD) | 0.5 | $1.9M | 24k | 80.35 | |
| At&t (T) | 0.5 | $1.7M | 60k | 29.15 | |
| Boeing Company (BA) | 0.5 | $1.7M | 11k | 149.11 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.5 | $1.6M | 6.2k | 262.82 | |
| Mondelez Int (MDLZ) | 0.5 | $1.6M | 32k | 50.07 | |
| Bristol Myers Squibb (BMY) | 0.4 | $1.5M | 28k | 55.75 | |
| Raytheon Company | 0.4 | $1.5M | 12k | 131.16 | |
| PerkinElmer (RVTY) | 0.4 | $1.5M | 20k | 75.26 | |
| Truist Financial Corp equities (TFC) | 0.4 | $1.5M | 49k | 30.84 | |
| Abbott Laboratories (ABT) | 0.4 | $1.5M | 19k | 78.93 | |
| Citrix Systems | 0.4 | $1.4M | 9.9k | 141.56 | |
| CVS Caremark Corporation (CVS) | 0.4 | $1.4M | 23k | 59.33 | |
| ConocoPhillips (COP) | 0.4 | $1.3M | 43k | 30.80 | |
| Morgan Stanley (MS) | 0.3 | $1.2M | 36k | 33.99 | |
| International Business Machines (IBM) | 0.3 | $1.2M | 11k | 110.97 | |
| FedEx Corporation (FDX) | 0.3 | $1.2M | 9.7k | 121.30 | |
| PNC Financial Services (PNC) | 0.3 | $1.1M | 12k | 95.71 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $1.1M | 6.0k | 190.43 | |
| McDonald's Corporation (MCD) | 0.3 | $1.1M | 6.7k | 165.41 | |
| Nuveen Muni Value Fund (NUV) | 0.3 | $1.1M | 111k | 9.76 | |
| Lincoln Electric Holdings (LECO) | 0.3 | $1.1M | 15k | 68.97 | |
| AES Corporation (AES) | 0.3 | $1.0M | 74k | 13.60 | |
| Abbvie | 0.3 | $1.0M | 13k | 76.16 | |
| NextEra Energy | 0.3 | $993k | 4.1k | 240.67 | |
| Bank of New York Mellon Corporation (BK) | 0.3 | $933k | 28k | 33.69 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $935k | 3.1k | 302.59 | |
| Emerson Electric (EMR) | 0.3 | $954k | 20k | 47.65 | |
| SYSCO Corporation (SYY) | 0.2 | $901k | 20k | 45.62 | |
| M&T Bank Corporation (MTB) | 0.2 | $856k | 8.3k | 103.46 | |
| AutoZone (AZO) | 0.2 | $781k | 923.00 | 846.15 | |
| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.2 | $780k | 14k | 56.52 | |
| 3 M Company | 0.2 | $756k | 5.5k | 136.54 | |
| Amgen (AMGN) | 0.2 | $737k | 3.6k | 202.64 | |
| Oshkosh Corporation (OSK) | 0.2 | $710k | 11k | 64.32 | |
| Goldman Sachs (GS) | 0.2 | $675k | 4.4k | 154.57 | |
| L3harris Technologies (LHX) | 0.2 | $705k | 3.9k | 180.03 | |
| Corning Incorporated (GLW) | 0.2 | $664k | 32k | 20.55 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $603k | 35k | 17.18 | |
| Chubb (CB) | 0.2 | $630k | 5.6k | 111.74 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $563k | 11k | 53.49 | |
| Caterpillar (CAT) | 0.1 | $505k | 4.4k | 115.99 | |
| United Technologies Corporation | 0.1 | $518k | 5.5k | 94.28 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $524k | 800.00 | 655.00 | |
| Illinois Tool Works (ITW) | 0.1 | $461k | 3.2k | 142.06 | |
| PPL Corporation (PPL) | 0.1 | $455k | 18k | 24.67 | |
| Allergan | 0.1 | $480k | 2.7k | 177.06 | |
| CarMax (KMX) | 0.1 | $440k | 8.2k | 53.88 | |
| Jeffersonville Bancorp/n Y (JFBC) | 0.1 | $431k | 30k | 14.54 | |
| Phillips 66 (PSX) | 0.1 | $422k | 7.9k | 53.64 | |
| Norfolk Southern (NSC) | 0.1 | $415k | 2.8k | 145.97 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $415k | 7.4k | 56.16 | |
| Cigna Corp (CI) | 0.1 | $397k | 2.2k | 177.23 | |
| Cardinal Health (CAH) | 0.1 | $356k | 7.4k | 47.93 | |
| International Flavors & Fragrances (IFF) | 0.1 | $361k | 3.5k | 101.98 | |
| Balchem Corporation (BCPC) | 0.1 | $381k | 3.9k | 98.83 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $349k | 300.00 | 1163.33 | |
| Coca-Cola Company (KO) | 0.1 | $340k | 7.7k | 44.27 | |
| Valero Energy Corporation (VLO) | 0.1 | $328k | 7.2k | 45.34 | |
| Williams Companies (WMB) | 0.1 | $314k | 22k | 14.14 | |
| Lowe's Companies (LOW) | 0.1 | $317k | 3.7k | 86.16 | |
| Atrion Corporation (ATRI) | 0.1 | $325k | 500.00 | 650.00 | |
| iShares Dow Jones US Technology (IYW) | 0.1 | $340k | 1.7k | 204.20 | |
| T. Rowe Price (TROW) | 0.1 | $300k | 3.1k | 97.56 | |
| Royal Dutch Shell | 0.1 | $284k | 8.1k | 34.93 | |
| Tor Dom Bk Cad (TD) | 0.1 | $291k | 6.9k | 42.40 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $298k | 22k | 13.55 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $305k | 6.7k | 45.75 | |
| Kraft Heinz (KHC) | 0.1 | $276k | 11k | 24.75 | |
| General Electric Company | 0.1 | $276k | 35k | 7.93 | |
| U.S. Bancorp (USB) | 0.1 | $245k | 7.1k | 34.42 | |
| Lennar Corporation (LEN) | 0.1 | $272k | 7.1k | 38.20 | |
| Wells Fargo & Company (WFC) | 0.1 | $238k | 8.3k | 28.66 | |
| Commercial Metals Company (CMC) | 0.1 | $250k | 16k | 15.77 | |
| Qualcomm (QCOM) | 0.1 | $268k | 4.0k | 67.76 | |
| BP (BP) | 0.1 | $221k | 9.1k | 24.40 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $221k | 6.5k | 34.19 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $217k | 1.7k | 127.65 | |
| Altria (MO) | 0.1 | $232k | 6.0k | 38.67 | |
| GlaxoSmithKline | 0.1 | $212k | 5.6k | 37.97 | |
| MetLife (MET) | 0.1 | $210k | 6.9k | 30.56 | |
| Ball Corporation (BALL) | 0.1 | $226k | 3.5k | 64.57 | |
| Csw Industrials (CSWI) | 0.1 | $215k | 3.3k | 64.92 | |
| Life Storage Inc reit | 0.1 | $202k | 2.1k | 94.61 | |
| Suno (SUN) | 0.1 | $172k | 11k | 15.64 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $154k | 11k | 14.67 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $143k | 12k | 12.43 | |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $148k | 11k | 14.10 | |
| Annaly Capital Management | 0.0 | $95k | 19k | 5.08 | |
| Halliburton Company (HAL) | 0.0 | $117k | 17k | 6.85 | |
| Blackrock MuniEnhanced Fund | 0.0 | $122k | 11k | 10.70 | |
| Berkshire Bancorp Inc Del equity | 0.0 | $121k | 12k | 9.84 | |
| Athersys | 0.0 | $68k | 23k | 3.02 | |
| New Residential Investment (RITM) | 0.0 | $57k | 11k | 5.04 | |
| Eagle Pt Cr (ECC) | 0.0 | $72k | 11k | 6.86 | |
| Apollo Investment Corp. (MFIC) | 0.0 | $74k | 11k | 6.73 | |
| Two Harbors Investment | 0.0 | $47k | 12k | 3.81 | |
| Blackrock Kelso Capital | 0.0 | $47k | 22k | 2.19 | |
| Alerian Mlp Etf | 0.0 | $36k | 10k | 3.47 | |
| Worlds | 0.0 | $37k | 153k | 0.24 | |
| Ashford Hospitality Trust | 0.0 | $15k | 20k | 0.75 | |
| Adsouth Partners (ASPR) | 0.0 | $0 | 10k | 0.00 | |
| Boreal Water Collection | 0.0 | $0 | 36k | 0.00 | |
| Westmont Resources | 0.0 | $0 | 30k | 0.00 | |
| Aimglobal Technologies | 0.0 | $0 | 10k | 0.00 | |
| Cellcube Energy Storage Sys | 0.0 | $0 | 15k | 0.00 |
