Hudson Valley Investment Advisors

Hudson Valley Investment Advisors as of March 31, 2022

Portfolio Holdings for Hudson Valley Investment Advisors

Hudson Valley Investment Advisors holds 212 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.4 $34M 109k 308.31
iShares Lehman 1-3 Year Treas.Bond (SHY) 4.3 $33M 392k 83.35
Ishares msci singap etf 3.8 $29M 527k 54.55
Apple (AAPL) 3.3 $25M 145k 174.61
Orange County Ban (OBT) 3.3 $25M 632k 40.01
Intuitive Surgical (ISRG) 3.2 $24M 80k 301.68
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 3.0 $22M 432k 51.72
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.4 $18M 149k 122.05
Alphabet Inc Class C cs (GOOG) 2.2 $17M 6.0k 2792.97
Spdr S&p 500 Etf (SPY) 2.2 $16M 36k 451.64
NVIDIA Corporation (NVDA) 2.1 $16M 59k 272.86
Eli Lilly & Co. (LLY) 2.1 $16M 56k 286.37
Thermo Fisher Scientific (TMO) 2.0 $15M 26k 590.66
Home Depot (HD) 2.0 $15M 50k 299.33
Medtronic (MDT) 1.9 $14M 129k 110.95
Technology SPDR (XLK) 1.6 $12M 74k 158.93
Adobe Systems Incorporated (ADBE) 1.5 $12M 25k 455.63
Amazon (AMZN) 1.5 $11M 3.5k 3259.88
UnitedHealth (UNH) 1.5 $11M 22k 509.99
JPMorgan Chase & Co. (JPM) 1.4 $11M 79k 136.32
Danaher Corporation (DHR) 1.3 $9.6M 33k 293.32
Bank of America Corporation (BAC) 1.2 $8.9M 215k 41.22
Pepsi (PEP) 1.1 $8.2M 49k 167.38
Facebook Inc cl a (META) 1.0 $7.8M 35k 222.36
Marsh & McLennan Companies (MMC) 1.0 $7.6M 45k 170.43
CSX Corporation (CSX) 1.0 $7.4M 198k 37.45
Health Care SPDR (XLV) 1.0 $7.3M 53k 136.99
Broad 1.0 $7.3M 12k 629.68
Pfizer (PFE) 1.0 $7.3M 140k 51.77
Exxon Mobil Corporation (XOM) 1.0 $7.2M 87k 82.60
salesforce (CRM) 0.9 $6.9M 33k 212.33
Walt Disney Company (DIS) 0.8 $6.1M 44k 137.16
Financial Select Sector SPDR (XLF) 0.8 $6.0M 158k 38.32
Verizon Communications (VZ) 0.8 $6.0M 118k 50.94
Visa (V) 0.8 $5.9M 27k 221.77
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.8 $5.9M 195k 30.13
Duke Energy (DUK) 0.7 $5.7M 51k 111.66
Illumina (ILMN) 0.7 $5.6M 16k 349.41
Ishares Tr fltg rate nt (FLOT) 0.7 $5.5M 109k 50.52
SPDR S&P MidCap 400 ETF (MDY) 0.7 $5.4M 11k 490.48
Advanced Micro Devices (AMD) 0.7 $5.3M 49k 109.33
Sherwin-Williams Company (SHW) 0.7 $5.3M 21k 249.60
American Tower Reit (AMT) 0.7 $5.3M 21k 251.22
Dollar General (DG) 0.7 $5.2M 24k 222.63
Consumer Discretionary SPDR (XLY) 0.7 $5.1M 28k 185.00
Prologis (PLD) 0.6 $4.8M 30k 161.47
Cisco Systems (CSCO) 0.6 $4.8M 86k 55.76
Morgan Stanley (MS) 0.6 $4.6M 52k 87.40
Estee Lauder Companies (EL) 0.6 $4.5M 17k 272.32
Industrial SPDR (XLI) 0.6 $4.5M 43k 102.99
Johnson & Johnson (JNJ) 0.6 $4.5M 25k 177.25
Honeywell International (HON) 0.6 $4.4M 23k 194.58
Select Sector Spdr Tr Communic etfeqty (XLC) 0.6 $4.4M 64k 68.79
FedEx Corporation (FDX) 0.6 $4.3M 18k 231.41
Webster Financial Corporation (WBS) 0.5 $4.0M 72k 56.12
Nike (NKE) 0.5 $3.9M 29k 134.57
PerkinElmer (RVTY) 0.5 $3.9M 22k 174.48
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.5 $3.8M 38k 100.17
Ciena Corporation (CIEN) 0.5 $3.8M 63k 60.63
Automatic Data Processing (ADP) 0.5 $3.8M 17k 227.56
Comcast Corporation (CMCSA) 0.5 $3.8M 81k 46.82
Chevron Corporation (CVX) 0.5 $3.8M 23k 162.82
SPDR DJ Wilshire Small Cap 0.5 $3.6M 39k 93.61
Starbucks Corporation (SBUX) 0.4 $3.3M 37k 90.97
Wal-Mart Stores (WMT) 0.4 $3.3M 22k 148.91
American Express Company (AXP) 0.4 $3.2M 17k 186.99
ConocoPhillips (COP) 0.4 $3.1M 31k 99.99
Energy Select Sector SPDR (XLE) 0.4 $3.1M 40k 76.44
Nuveen Insd Dividend Advantage (NVG) 0.4 $3.0M 20k 148.63
Consumer Staples Select Sect. SPDR (XLP) 0.4 $3.0M 39k 75.89
Abbvie 0.4 $2.9M 18k 162.10
Merck & Co (MRK) 0.4 $2.9M 35k 82.06
Intel 0.4 $2.8M 57k 49.57
Costco Wholesale Corporation (COST) 0.4 $2.8M 4.9k 575.79
Enbridge (ENB) 0.4 $2.8M 60k 46.08
Oracle Corporation (ORCL) 0.4 $2.7M 33k 82.74
Procter & Gamble Company (PG) 0.4 $2.7M 18k 152.81
ResMed (RMD) 0.4 $2.7M 11k 242.55
AutoZone (AZO) 0.3 $2.6M 1.3k 2044.95
McDonald's Corporation (MCD) 0.3 $2.6M 10k 247.30
AES Corporation (AES) 0.3 $2.3M 91k 25.73
Mondelez Int (MDLZ) 0.3 $2.3M 37k 62.77
Chipotle Mexican Grill (CMG) 0.3 $2.2M 1.4k 1581.88
Lincoln Electric Holdings (LECO) 0.3 $2.1M 15k 137.78
Cabot Oil & Gas Corporation (CTRA) 0.3 $2.0M 74k 26.98
CVS Caremark Corporation (CVS) 0.3 $2.0M 19k 101.21
SYSCO Corporation (SYY) 0.2 $1.8M 23k 81.64
Emerson Electric (EMR) 0.2 $1.7M 17k 98.06
Invesco Adv Muni Inc Trust Ii equities 0.2 $1.7M 4.7k 362.47
Utilities SPDR (XLU) 0.2 $1.7M 22k 74.46
International Business Machines (IBM) 0.2 $1.6M 13k 130.02
Bristol Myers Squibb (BMY) 0.2 $1.6M 22k 73.02
Nuveen Muni Value Fund (NUV) 0.2 $1.6M 165k 9.58
At&t (T) 0.2 $1.5M 65k 23.63
Simon Property (SPG) 0.2 $1.5M 12k 131.56
Boeing Company (BA) 0.2 $1.5M 7.9k 191.50
Lockheed Martin Corporation (LMT) 0.2 $1.5M 3.3k 441.54
Abbott Laboratories (ABT) 0.2 $1.4M 12k 118.38
Raytheon Company 0.2 $1.4M 14k 99.10
United Rentals (URI) 0.2 $1.3M 3.8k 355.11
Oshkosh Corporation (OSK) 0.2 $1.3M 13k 100.66
Devon Energy Corporation (DVN) 0.2 $1.3M 22k 59.14
NextEra Energy 0.2 $1.3M 15k 84.71
Northrop Grumman Corporation (NOC) 0.2 $1.2M 2.8k 447.10
KLA-Tencor Corporation (KLAC) 0.2 $1.2M 3.3k 366.09
Weyerhaeuser Company (WY) 0.2 $1.2M 31k 37.91
Schlumberger (SLB) 0.2 $1.2M 29k 41.32
Southwest Airlines (LUV) 0.1 $1.1M 25k 45.81
Fluor Corporation (FLR) 0.1 $1.1M 38k 28.70
Bank of New York Mellon Corporation (BK) 0.1 $1.0M 21k 49.65
Royal Caribbean Cruises (RCL) 0.1 $999k 12k 83.82
Lennar Corporation (LEN) 0.1 $984k 12k 81.17
Goldman Sachs (GS) 0.1 $948k 2.9k 330.08
Alphabet Inc Class A cs (GOOGL) 0.1 $926k 333.00 2780.78
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.1 $903k 27k 34.13
Corning Incorporated (GLW) 0.1 $884k 24k 36.89
Caterpillar (CAT) 0.1 $881k 4.0k 222.70
CarMax (KMX) 0.1 $839k 8.7k 96.47
Chubb (CB) 0.1 $830k 3.9k 213.86
Chart Industries (GTLS) 0.1 $796k 4.6k 171.85
Spdr Ser Tr spdr russel 2000 (SPSM) 0.1 $792k 19k 42.07
iShares S&P SmallCap 600 Index (IJR) 0.1 $790k 7.3k 107.86
Phillips 66 (PSX) 0.1 $757k 8.8k 86.42
Qualcomm (QCOM) 0.1 $727k 4.8k 152.86
Citrix Systems 0.1 $726k 7.2k 100.83
Truist Financial Corp equities (TFC) 0.1 $720k 13k 56.72
Jeffersonville Bancorp/n Y (JFBC) 0.1 $717k 31k 23.06
Norfolk Southern (NSC) 0.1 $677k 2.4k 285.29
Magna Intl Inc cl a (MGA) 0.1 $677k 11k 64.32
Illinois Tool Works (ITW) 0.1 $672k 3.2k 209.35
iShares MSCI EAFE Index Fund (EFA) 0.1 $671k 9.1k 73.61
M&T Bank Corporation (MTB) 0.1 $659k 3.9k 169.63
Commercial Metals Company (CMC) 0.1 $641k 15k 41.60
Amgen (AMGN) 0.1 $594k 2.5k 241.96
Valero Energy Corporation (VLO) 0.1 $579k 5.7k 101.49
International Flavors & Fragrances (IFF) 0.1 $557k 4.2k 131.24
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $543k 8.2k 66.27
L3harris Technologies (LHX) 0.1 $531k 2.1k 248.48
iShares Dow Jones US Technology (IYW) 0.1 $511k 5.0k 103.02
PPL Corporation (PPL) 0.1 $510k 18k 28.54
American Electric Power Company (AEP) 0.1 $502k 5.0k 99.82
Balchem Corporation (BCPC) 0.1 $500k 3.7k 136.69
Albemarle Corporation (ALB) 0.1 $498k 2.3k 221.33
CMS Energy Corporation (CMS) 0.1 $490k 7.0k 69.87
Suno (SUN) 0.1 $490k 12k 40.83
DTE Energy Company (DTE) 0.1 $487k 3.7k 132.23
PNC Financial Services (PNC) 0.1 $475k 2.6k 184.61
Public Service Enterprise (PEG) 0.1 $474k 6.8k 70.01
Williams Companies (WMB) 0.1 $469k 14k 33.38
Pinnacle West Capital Corporation (PNW) 0.1 $463k 5.9k 78.05
Unitil Corporation (UTL) 0.1 $460k 9.2k 49.86
Oge Energy Corp (OGE) 0.1 $457k 11k 40.79
Blackstone Group Inc Com Cl A (BX) 0.1 $456k 3.6k 126.81
Life Storage Inc reit 0.1 $450k 3.2k 140.54
T. Rowe Price (TROW) 0.1 $450k 3.0k 151.26
Alliant Energy Corporation (LNT) 0.1 $447k 7.2k 62.50
Cigna Corp (CI) 0.1 $446k 1.9k 239.78
Coca-Cola Company (KO) 0.1 $445k 7.2k 61.99
Xcel Energy (XEL) 0.1 $436k 6.0k 72.11
iShares S&P 500 Index (IVV) 0.1 $423k 933.00 453.38
Lowe's Companies (LOW) 0.1 $402k 2.0k 202.01
SPDR DJ Wilshire Mid Cap (SPMD) 0.1 $401k 8.5k 47.11
General Electric Company 0.1 $396k 4.3k 91.54
SPDR DJ Wilshire Large Cap Value (SPYV) 0.1 $394k 9.4k 41.77
SPDR S&P Emerging Markets (SPEM) 0.1 $382k 9.9k 38.67
MetLife (MET) 0.1 $381k 5.4k 70.22
Csw Industrials (CSWI) 0.1 $378k 3.2k 117.68
3 M Company 0.0 $376k 2.5k 148.97
Cardinal Health (CAH) 0.0 $360k 6.4k 56.68
Atrion Corporation (ATRI) 0.0 $356k 500.00 712.00
Iron Mountain (IRM) 0.0 $355k 6.4k 55.47
Kraft Heinz (KHC) 0.0 $346k 8.8k 39.43
Halliburton Company (HAL) 0.0 $331k 8.7k 37.92
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $317k 5.8k 54.84
Tor Dom Bk Cad (TD) 0.0 $316k 4.0k 79.38
iShares S&P NA Tech. Sec. Idx (IGM) 0.0 $315k 810.00 388.89
Ball Corporation (BALL) 0.0 $315k 3.5k 90.00
SPDR S&P World ex-US (SPDW) 0.0 $309k 9.0k 34.31
Walgreen Boots Alliance (WBA) 0.0 $304k 6.8k 44.73
Dow (DOW) 0.0 $301k 4.7k 63.74
BP (BP) 0.0 $299k 10k 29.37
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $289k 22k 13.14
Sonos (SONO) 0.0 $289k 10k 28.20
iShares S&P 500 Growth Index (IVW) 0.0 $285k 3.7k 76.28
Charles Schwab Corporation (SCHW) 0.0 $284k 3.4k 84.30
iShares MSCI Emerging Markets Indx (EEM) 0.0 $266k 5.9k 45.08
Hershey Company (HSY) 0.0 $252k 1.2k 216.49
Lam Research Corporation (LRCX) 0.0 $240k 446.00 538.12
Consolidated Edison (ED) 0.0 $239k 2.5k 94.80
Invesco Cef Income Composite Etf (PCEF) 0.0 $227k 10k 22.03
Blackstone Mtg Tr (BXMT) 0.0 $221k 7.0k 31.80
EOG Resources (EOG) 0.0 $217k 1.8k 119.10
Ford Motor Company (F) 0.0 $216k 13k 16.91
United Parcel Service (UPS) 0.0 $209k 975.00 214.36
Union Pacific Corporation (UNP) 0.0 $207k 758.00 273.09
Uniti Group Inc Com reit (UNIT) 0.0 $205k 15k 13.76
CenturyLink 0.0 $169k 15k 11.27
Apollo Investment Corp. (MFIC) 0.0 $165k 13k 13.20
Annaly Capital Management 0.0 $156k 22k 7.03
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) 0.0 $153k 11k 14.57
New Residential Investment (RITM) 0.0 $152k 14k 11.01
Nuveen Mun High Income Opp F (NMZ) 0.0 $150k 12k 13.04
Eagle Pt Cr (ECC) 0.0 $138k 11k 13.14
Agnc Invt Corp Com reit (AGNC) 0.0 $131k 10k 13.10
Berkshire Bancorp Inc Del equity 0.0 $124k 11k 11.46
Two Hbrs Invt Corp Com New reit 0.0 $85k 15k 5.54
Platinum Group Metals (PLG) 0.0 $28k 13k 2.13
Rolls Royce Group 0.0 $22k 17k 1.31
Athersys 0.0 $14k 23k 0.62
G6 Materials Corporation 0.0 $1.0k 17k 0.06
Adsouth Partners (ASPR) 0.0 $0 10k 0.00
Saltbae Capital Corp (CECBF) 0.0 $0 15k 0.00