Hudson Valley Investment Advisors as of Dec. 31, 2020
Portfolio Holdings for Hudson Valley Investment Advisors
Hudson Valley Investment Advisors holds 167 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.5 | $29M | 130k | 222.42 | |
| Intuitive Surgical (ISRG) | 4.6 | $24M | 29k | 818.09 | |
| Apple (AAPL) | 4.2 | $22M | 168k | 132.69 | |
| Orange County Ban (OBT) | 3.3 | $17M | 636k | 27.25 | |
| Home Depot (HD) | 3.0 | $16M | 60k | 265.62 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $16M | 33k | 465.78 | |
| Medtronic (MDT) | 2.9 | $15M | 130k | 117.14 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $15M | 30k | 500.12 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 2.3 | $12M | 315k | 38.51 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $11M | 89k | 127.07 | |
| Amazon (AMZN) | 2.1 | $11M | 3.5k | 3257.03 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $11M | 6.4k | 1751.85 | |
| Eli Lilly & Co. (LLY) | 2.0 | $10M | 61k | 168.83 | |
| Facebook Inc cl a (META) | 1.9 | $10M | 37k | 273.17 | |
| Pepsi (PEP) | 1.7 | $8.8M | 59k | 148.30 | |
| UnitedHealth (UNH) | 1.6 | $8.3M | 24k | 350.70 | |
| Walt Disney Company (DIS) | 1.5 | $8.0M | 44k | 181.18 | |
| Spdr S&p 500 Etf (SPY) | 1.5 | $7.8M | 21k | 373.88 | |
| Verizon Communications (VZ) | 1.4 | $7.6M | 129k | 58.75 | |
| Danaher Corporation (DHR) | 1.4 | $7.5M | 34k | 222.14 | |
| salesforce (CRM) | 1.4 | $7.4M | 33k | 222.53 | |
| Broad | 1.3 | $6.9M | 16k | 437.82 | |
| Visa (V) | 1.3 | $6.9M | 32k | 218.73 | |
| NVIDIA Corporation (NVDA) | 1.3 | $6.8M | 13k | 522.23 | |
| Nike (NKE) | 1.3 | $6.7M | 47k | 141.46 | |
| Illumina (ILMN) | 1.2 | $6.2M | 17k | 370.02 | |
| Comcast Corporation (CMCSA) | 1.2 | $6.2M | 118k | 52.40 | |
| Bank of America Corporation (BAC) | 1.2 | $6.2M | 204k | 30.31 | |
| Sterling Bancorp | 1.1 | $6.0M | 336k | 17.98 | |
| Sherwin-Williams Company (SHW) | 1.1 | $5.8M | 7.9k | 734.92 | |
| CSX Corporation (CSX) | 1.1 | $5.7M | 63k | 90.76 | |
| Marsh & McLennan Companies (MMC) | 1.1 | $5.7M | 49k | 117.00 | |
| Honeywell International (HON) | 1.1 | $5.6M | 27k | 212.71 | |
| American Tower Reit (AMT) | 1.1 | $5.6M | 25k | 224.47 | |
| Estee Lauder Companies (EL) | 1.1 | $5.6M | 21k | 266.20 | |
| Johnson & Johnson (JNJ) | 1.0 | $5.5M | 35k | 157.38 | |
| Pfizer (PFE) | 1.0 | $5.2M | 142k | 36.81 | |
| Dollar General (DG) | 0.9 | $4.9M | 23k | 210.28 | |
| ResMed (RMD) | 0.8 | $4.3M | 20k | 212.54 | |
| Cisco Systems (CSCO) | 0.8 | $4.2M | 94k | 44.75 | |
| Merck & Co (MRK) | 0.8 | $4.1M | 51k | 81.79 | |
| Automatic Data Processing (ADP) | 0.8 | $4.1M | 23k | 176.22 | |
| Wal-Mart Stores (WMT) | 0.8 | $4.1M | 29k | 144.15 | |
| Xilinx | 0.7 | $3.9M | 28k | 141.77 | |
| FedEx Corporation (FDX) | 0.7 | $3.9M | 15k | 259.64 | |
| Duke Energy (DUK) | 0.7 | $3.8M | 41k | 91.57 | |
| Intel Corporation (INTC) | 0.7 | $3.6M | 72k | 49.82 | |
| Procter & Gamble Company (PG) | 0.7 | $3.6M | 26k | 139.13 | |
| Starbucks Corporation (SBUX) | 0.7 | $3.5M | 33k | 106.99 | |
| Morgan Stanley (MS) | 0.6 | $3.4M | 49k | 68.52 | |
| PerkinElmer (RVTY) | 0.6 | $3.1M | 21k | 143.51 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $2.9M | 8.1k | 354.93 | |
| Oracle Corporation (ORCL) | 0.5 | $2.7M | 42k | 64.68 | |
| Costco Wholesale Corporation (COST) | 0.5 | $2.7M | 7.3k | 376.72 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $2.7M | 65k | 41.22 | |
| OceanFirst Financial (OCFC) | 0.5 | $2.6M | 140k | 18.63 | |
| Prologis (PLD) | 0.5 | $2.4M | 25k | 99.68 | |
| Chevron Corporation (CVX) | 0.4 | $2.3M | 28k | 84.44 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $2.3M | 5.5k | 420.01 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.4 | $2.3M | 7.2k | 313.76 | |
| Boeing Company (BA) | 0.4 | $2.2M | 10k | 214.07 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.4 | $2.0M | 63k | 31.40 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.4 | $2.0M | 53k | 37.17 | |
| Ciena Corporation (CIEN) | 0.4 | $2.0M | 37k | 52.85 | |
| AES Corporation (AES) | 0.4 | $1.9M | 80k | 23.51 | |
| ConocoPhillips (COP) | 0.4 | $1.9M | 47k | 39.98 | |
| Mondelez Int (MDLZ) | 0.4 | $1.9M | 32k | 58.46 | |
| At&t (T) | 0.3 | $1.8M | 64k | 28.76 | |
| Enbridge (ENB) | 0.3 | $1.8M | 57k | 31.98 | |
| NextEra Energy | 0.3 | $1.8M | 23k | 77.14 | |
| Lincoln Electric Holdings (LECO) | 0.3 | $1.7M | 14k | 116.26 | |
| PNC Financial Services (PNC) | 0.3 | $1.6M | 11k | 149.03 | |
| Abbott Laboratories (ABT) | 0.3 | $1.6M | 15k | 109.50 | |
| Bristol Myers Squibb (BMY) | 0.3 | $1.6M | 26k | 62.03 | |
| Nuveen Muni Value Fund (NUV) | 0.3 | $1.6M | 140k | 11.10 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $1.6M | 1.1k | 1386.40 | |
| McDonald's Corporation (MCD) | 0.3 | $1.5M | 7.1k | 214.65 | |
| Emerson Electric (EMR) | 0.3 | $1.5M | 19k | 80.39 | |
| CVS Caremark Corporation (CVS) | 0.3 | $1.5M | 22k | 68.31 | |
| Abbvie | 0.3 | $1.4M | 14k | 107.13 | |
| International Business Machines (IBM) | 0.3 | $1.4M | 11k | 125.87 | |
| SYSCO Corporation (SYY) | 0.3 | $1.3M | 18k | 74.25 | |
| Truist Financial Corp equities (TFC) | 0.2 | $1.2M | 26k | 47.95 | |
| Citrix Systems | 0.2 | $1.2M | 9.5k | 130.05 | |
| Raytheon Company | 0.2 | $1.2M | 16k | 71.51 | |
| Oshkosh Corporation (OSK) | 0.2 | $1.1M | 13k | 86.06 | |
| AutoZone (AZO) | 0.2 | $1.1M | 898.00 | 1185.97 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $1.0M | 24k | 42.43 | |
| Corning Incorporated (GLW) | 0.2 | $1.0M | 28k | 35.99 | |
| Goldman Sachs (GS) | 0.2 | $1.0M | 3.8k | 263.71 | |
| M&T Bank Corporation (MTB) | 0.2 | $966k | 7.6k | 127.24 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $926k | 3.0k | 304.61 | |
| Phillips 66 (PSX) | 0.2 | $872k | 13k | 69.94 | |
| 3 M Company | 0.2 | $843k | 4.8k | 174.82 | |
| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.2 | $810k | 14k | 58.27 | |
| CarMax (KMX) | 0.2 | $804k | 8.5k | 94.49 | |
| Chubb (CB) | 0.2 | $789k | 5.1k | 153.95 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $767k | 47k | 16.27 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $755k | 10k | 72.95 | |
| Caterpillar (CAT) | 0.1 | $740k | 4.1k | 182.09 | |
| Amgen (AMGN) | 0.1 | $700k | 3.0k | 229.89 | |
| Illinois Tool Works (ITW) | 0.1 | $662k | 3.2k | 204.01 | |
| Norfolk Southern (NSC) | 0.1 | $628k | 2.6k | 237.61 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $609k | 6.6k | 91.90 | |
| Qualcomm (QCOM) | 0.1 | $583k | 3.8k | 152.22 | |
| PPL Corporation (PPL) | 0.1 | $570k | 20k | 28.20 | |
| Lowe's Companies (LOW) | 0.1 | $563k | 3.5k | 160.44 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $533k | 304.00 | 1753.29 | |
| Lennar Corporation (LEN) | 0.1 | $530k | 7.0k | 76.16 | |
| Jeffersonville Bancorp/n Y (JFBC) | 0.1 | $505k | 30k | 17.04 | |
| L3harris Technologies (LHX) | 0.1 | $498k | 2.6k | 188.92 | |
| Sonos (SONO) | 0.1 | $474k | 20k | 23.41 | |
| T. Rowe Price (TROW) | 0.1 | $466k | 3.1k | 151.54 | |
| iShares Dow Jones US Technology (IYW) | 0.1 | $465k | 5.5k | 85.16 | |
| Cigna Corp (CI) | 0.1 | $429k | 2.1k | 208.25 | |
| Coca-Cola Company (KO) | 0.1 | $420k | 7.7k | 54.87 | |
| Valero Energy Corporation (VLO) | 0.1 | $418k | 7.4k | 56.60 | |
| Balchem Corporation (BCPC) | 0.1 | $414k | 3.6k | 115.22 | |
| Dupont De Nemours (DD) | 0.1 | $386k | 5.4k | 71.02 | |
| Cardinal Health (CAH) | 0.1 | $386k | 7.2k | 53.60 | |
| Csw Industrials (CSWI) | 0.1 | $371k | 3.3k | 112.02 | |
| Tor Dom Bk Cad (TD) | 0.1 | $368k | 6.5k | 56.49 | |
| Kraft Heinz (KHC) | 0.1 | $368k | 11k | 34.67 | |
| International Flavors & Fragrances (IFF) | 0.1 | $364k | 3.3k | 108.98 | |
| Williams Companies (WMB) | 0.1 | $355k | 18k | 20.03 | |
| Suno (SUN) | 0.1 | $345k | 12k | 28.75 | |
| U.S. Bancorp (USB) | 0.1 | $332k | 7.1k | 46.65 | |
| Albemarle Corporation (ALB) | 0.1 | $332k | 2.3k | 147.56 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $332k | 22k | 15.09 | |
| General Electric Company | 0.1 | $331k | 31k | 10.79 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $329k | 6.4k | 51.71 | |
| Ball Corporation (BALL) | 0.1 | $326k | 3.5k | 93.14 | |
| Commercial Metals Company (CMC) | 0.1 | $326k | 16k | 20.56 | |
| Atrion Corporation (ATRI) | 0.1 | $321k | 500.00 | 642.00 | |
| MetLife (MET) | 0.1 | $305k | 6.5k | 46.91 | |
| Royal Dutch Shell | 0.1 | $304k | 8.6k | 35.19 | |
| iShares S&P NA Tech. Sec. Idx (IGM) | 0.1 | $289k | 825.00 | 350.30 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $266k | 6.7k | 39.90 | |
| Halliburton Company (HAL) | 0.1 | $265k | 14k | 18.89 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $263k | 4.8k | 55.30 | |
| Dow (DOW) | 0.0 | $261k | 4.7k | 55.51 | |
| Tesla Motors (TSLA) | 0.0 | $261k | 370.00 | 705.41 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $256k | 1.9k | 134.74 | |
| Life Storage Inc reit | 0.0 | $255k | 2.1k | 119.44 | |
| Health Care SPDR (XLV) | 0.0 | $245k | 2.2k | 113.43 | |
| Altria (MO) | 0.0 | $234k | 5.7k | 40.93 | |
| BP (BP) | 0.0 | $229k | 11k | 20.53 | |
| Masco Corporation (MAS) | 0.0 | $218k | 4.0k | 54.91 | |
| Colgate-Palmolive Company (CL) | 0.0 | $211k | 2.5k | 85.67 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $206k | 6.0k | 34.37 | |
| Industries N shs - a - (LYB) | 0.0 | $204k | 2.2k | 91.64 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $202k | 588.00 | 343.54 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $176k | 11k | 16.76 | |
| Annaly Capital Management | 0.0 | $171k | 20k | 8.47 | |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $169k | 11k | 16.10 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $166k | 12k | 14.43 | |
| CenturyLink | 0.0 | $146k | 15k | 9.73 | |
| Blackrock MuniEnhanced Fund | 0.0 | $137k | 11k | 12.02 | |
| Apollo Investment Corp. (MFIC) | 0.0 | $133k | 13k | 10.64 | |
| Berkshire Bancorp Inc Del equity | 0.0 | $130k | 13k | 9.96 | |
| New Residential Investment (RITM) | 0.0 | $112k | 11k | 9.91 | |
| Eagle Pt Cr (ECC) | 0.0 | $106k | 11k | 10.10 | |
| Two Hbrs Invt Corp Com New reit | 0.0 | $79k | 12k | 6.40 | |
| Worlds (WDDD) | 0.0 | $46k | 153k | 0.30 | |
| Athersys | 0.0 | $39k | 23k | 1.73 | |
| Cellcube Energy Storage Sys | 0.0 | $1.0k | 15k | 0.07 | |
| Adsouth Partners (ASPR) | 0.0 | $0 | 10k | 0.00 |
