Hudson Valley Investment Advisors

Hudson Valley Investment Advisors as of June 30, 2022

Portfolio Holdings for Hudson Valley Investment Advisors

Hudson Valley Investment Advisors holds 210 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman 1-3 Year Treas.Bond (SHY) 4.9 $32M 383k 82.79
Microsoft Corporation (MSFT) 4.1 $27M 105k 256.83
Ishares msci singap etf 4.1 $27M 508k 52.63
Orange County Ban (OBT) 3.6 $24M 624k 37.97
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 3.3 $21M 422k 50.55
Apple (AAPL) 2.9 $19M 138k 136.72
Eli Lilly & Co. (LLY) 2.8 $18M 55k 324.23
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.7 $18M 148k 119.34
Intuitive Surgical (ISRG) 2.3 $15M 75k 200.71
Spdr S&p 500 Etf (SPY) 2.0 $13M 35k 377.26
Thermo Fisher Scientific (TMO) 2.0 $13M 24k 543.25
Home Depot (HD) 2.0 $13M 47k 274.26
Alphabet Inc Class C cs (GOOG) 2.0 $13M 5.8k 2187.41
Medtronic (MDT) 1.7 $11M 122k 89.75
UnitedHealth (UNH) 1.7 $11M 21k 513.64
Technology SPDR (XLK) 1.6 $10M 81k 127.12
NVIDIA Corporation (NVDA) 1.3 $8.6M 57k 151.59
JPMorgan Chase & Co. (JPM) 1.3 $8.5M 76k 112.60
Adobe Systems Incorporated (ADBE) 1.3 $8.3M 23k 366.06
Pepsi (PEP) 1.3 $8.2M 49k 166.67
Danaher Corporation (DHR) 1.2 $8.0M 32k 253.52
Exxon Mobil Corporation (XOM) 1.1 $7.3M 86k 85.64
Health Care SPDR (XLV) 1.1 $7.2M 56k 128.24
Amazon (AMZN) 1.1 $7.0M 66k 106.21
Pfizer (PFE) 1.0 $6.8M 129k 52.43
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 1.0 $6.7M 226k 29.73
Bank of America Corporation (BAC) 1.0 $6.6M 212k 31.13
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 1.0 $6.5M 199k 32.63
Marsh & McLennan Companies (MMC) 1.0 $6.5M 42k 155.24
Ishares Tr fltg rate nt (FLOT) 0.9 $6.2M 123k 49.92
CSX Corporation (CSX) 0.9 $6.1M 210k 29.06
Verizon Communications (VZ) 0.9 $5.9M 117k 50.75
Dollar General (DG) 0.9 $5.7M 23k 245.42
Duke Energy (DUK) 0.9 $5.7M 53k 107.21
Facebook Inc cl a (META) 0.8 $5.4M 33k 161.26
Financial Select Sector SPDR (XLF) 0.8 $5.2M 165k 31.45
American Tower Reit (AMT) 0.8 $5.1M 20k 255.61
Visa (V) 0.8 $5.1M 26k 196.88
salesforce (CRM) 0.8 $5.1M 31k 165.03
Sherwin-Williams Company (SHW) 0.7 $4.6M 21k 223.92
Broad 0.7 $4.5M 9.3k 485.79
SPDR S&P MidCap 400 ETF (MDY) 0.7 $4.3M 11k 413.47
Johnson & Johnson (JNJ) 0.7 $4.3M 25k 177.51
Advanced Micro Devices (AMD) 0.7 $4.3M 56k 76.47
Walt Disney Company (DIS) 0.6 $4.1M 44k 94.40
Cisco Systems (CSCO) 0.6 $4.1M 96k 42.64
Consumer Discretionary SPDR (XLY) 0.6 $4.0M 29k 137.50
FedEx Corporation (FDX) 0.6 $4.0M 18k 226.69
Industrial SPDR (XLI) 0.6 $4.0M 45k 87.34
Select Sector Spdr Tr Communic etfeqty (XLC) 0.6 $3.7M 69k 54.26
Morgan Stanley (MS) 0.6 $3.7M 49k 76.05
Prologis (PLD) 0.6 $3.7M 31k 117.66
Estee Lauder Companies (EL) 0.6 $3.7M 15k 254.65
Abbvie 0.5 $3.5M 23k 153.16
Honeywell International (HON) 0.5 $3.5M 20k 173.79
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.5 $3.5M 35k 99.11
Chevron Corporation (CVX) 0.5 $3.1M 21k 144.80
PerkinElmer (RVTY) 0.5 $3.1M 22k 142.24
SPDR DJ Wilshire Small Cap 0.5 $3.1M 38k 80.08
Automatic Data Processing (ADP) 0.5 $3.0M 15k 210.06
Consumer Staples Select Sect. SPDR (XLP) 0.5 $3.0M 42k 72.18
Webster Financial Corporation (WBS) 0.5 $3.0M 70k 42.15
Ciena Corporation (CIEN) 0.5 $3.0M 65k 45.70
Energy Select Sector SPDR (XLE) 0.5 $2.9M 41k 71.50
AutoZone (AZO) 0.4 $2.8M 1.3k 2148.86
Illumina (ILMN) 0.4 $2.8M 15k 184.35
Merck & Co (MRK) 0.4 $2.8M 30k 91.17
Enbridge (ENB) 0.4 $2.6M 63k 42.25
Wal-Mart Stores (WMT) 0.4 $2.6M 22k 121.58
Starbucks Corporation (SBUX) 0.4 $2.6M 34k 76.39
American Express Company (AXP) 0.4 $2.6M 19k 138.63
McDonald's Corporation (MCD) 0.4 $2.5M 10k 246.87
ConocoPhillips (COP) 0.4 $2.5M 27k 89.82
Mondelez Int (MDLZ) 0.4 $2.4M 39k 62.08
Procter & Gamble Company (PG) 0.4 $2.4M 16k 143.79
ResMed (RMD) 0.4 $2.3M 11k 209.66
Oracle Corporation (ORCL) 0.3 $2.3M 33k 69.88
Comcast Corporation (CMCSA) 0.3 $2.2M 57k 39.24
SYSCO Corporation (SYY) 0.3 $2.2M 25k 84.69
Cabot Oil & Gas Corporation (CTRA) 0.3 $2.1M 83k 25.79
Lincoln Electric Holdings (LECO) 0.3 $2.1M 17k 123.34
Intel 0.3 $2.0M 55k 37.41
Costco Wholesale Corporation (COST) 0.3 $2.0M 4.3k 479.31
Nike (NKE) 0.3 $2.0M 20k 102.18
AES Corporation (AES) 0.3 $2.0M 97k 21.02
Devon Energy Corporation (DVN) 0.3 $2.0M 35k 55.10
Chipotle Mexican Grill (CMG) 0.3 $1.9M 1.5k 1307.59
KLA-Tencor Corporation (KLAC) 0.3 $1.9M 6.0k 319.11
CVS Caremark Corporation (CVS) 0.3 $1.8M 19k 92.65
International Business Machines (IBM) 0.3 $1.8M 13k 141.20
Bristol Myers Squibb (BMY) 0.3 $1.6M 21k 77.02
Utilities SPDR (XLU) 0.2 $1.6M 23k 70.14
Weyerhaeuser Company (WY) 0.2 $1.6M 48k 33.12
Nucor Corporation (NUE) 0.2 $1.5M 15k 104.43
Schlumberger (SLB) 0.2 $1.5M 42k 35.76
United Rentals (URI) 0.2 $1.5M 6.1k 242.94
Fluor Corporation (FLR) 0.2 $1.5M 60k 24.35
Nuveen Muni Value Fund (NUV) 0.2 $1.5M 163k 8.93
Emerson Electric (EMR) 0.2 $1.4M 17k 79.55
Abbott Laboratories (ABT) 0.2 $1.3M 12k 108.61
Raytheon Company 0.2 $1.3M 13k 96.10
Lockheed Martin Corporation (LMT) 0.2 $1.3M 3.0k 430.02
Invesco Adv Muni Inc Trust Ii equities 0.2 $1.2M 4.3k 280.30
Simon Property (SPG) 0.2 $1.2M 13k 94.95
At&t (T) 0.2 $1.2M 57k 20.96
Chart Industries (GTLS) 0.2 $1.2M 7.0k 167.38
Northrop Grumman Corporation (NOC) 0.2 $1.1M 2.3k 478.46
NextEra Energy 0.2 $1.1M 14k 77.48
Boeing Company (BA) 0.2 $1.1M 7.7k 136.69
Lennar Corporation (LEN) 0.2 $990k 14k 70.57
Southwest Airlines (LUV) 0.1 $903k 25k 36.12
Bank of New York Mellon Corporation (BK) 0.1 $858k 21k 41.71
Goldman Sachs (GS) 0.1 $854k 2.9k 296.94
Oshkosh Corporation (OSK) 0.1 $788k 9.6k 82.18
Alphabet Inc Class A cs (GOOGL) 0.1 $776k 356.00 2179.78
PNC Financial Services (PNC) 0.1 $776k 4.9k 157.82
Spdr Ser Tr spdr russel 2000 (SPSM) 0.1 $758k 21k 35.97
Chubb (CB) 0.1 $751k 3.8k 196.55
Corning Incorporated (GLW) 0.1 $747k 24k 31.52
Vanguard Sht Term Govt Bond ETF (VGSH) 0.1 $704k 12k 58.84
Caterpillar (CAT) 0.1 $689k 3.9k 178.68
iShares S&P SmallCap 600 Index (IJR) 0.1 $669k 7.2k 92.47
Jeffersonville Bancorp/n Y (JFBC) 0.1 $664k 31k 21.35
Citrix Systems 0.1 $641k 6.6k 97.12
Phillips 66 (PSX) 0.1 $622k 7.6k 81.97
M&T Bank Corporation (MTB) 0.1 $614k 3.9k 159.27
Qualcomm (QCOM) 0.1 $593k 4.6k 127.77
Unitil Corporation (UTL) 0.1 $583k 9.9k 58.69
Truist Financial Corp equities (TFC) 0.1 $579k 12k 47.40
Amgen (AMGN) 0.1 $573k 2.4k 243.31
iShares MSCI EAFE Index Fund (EFA) 0.1 $568k 9.1k 62.49
Illinois Tool Works (ITW) 0.1 $560k 3.1k 182.29
3 M Company 0.1 $552k 4.3k 129.49
Norfolk Southern (NSC) 0.1 $539k 2.4k 227.14
CarMax (KMX) 0.1 $537k 5.9k 90.40
L3harris Technologies (LHX) 0.1 $526k 2.2k 241.84
American Electric Power Company (AEP) 0.1 $513k 5.3k 96.03
Commercial Metals Company (CMC) 0.1 $510k 15k 33.10
CMS Energy Corporation (CMS) 0.1 $506k 7.5k 67.48
International Flavors & Fragrances (IFF) 0.1 $505k 4.2k 119.08
DTE Energy Company (DTE) 0.1 $488k 3.8k 126.79
Cigna Corp (CI) 0.1 $484k 1.8k 263.62
Oge Energy Corp (OGE) 0.1 $483k 13k 38.58
Valero Energy Corporation (VLO) 0.1 $480k 4.5k 106.31
PPL Corporation (PPL) 0.1 $477k 18k 27.15
Albemarle Corporation (ALB) 0.1 $472k 2.3k 208.85
Pinnacle West Capital Corporation (PNW) 0.1 $469k 6.4k 73.09
Xcel Energy (XEL) 0.1 $469k 6.6k 70.72
Alliant Energy Corporation (LNT) 0.1 $465k 7.9k 58.63
Public Service Enterprise (PEG) 0.1 $460k 7.3k 63.25
Coca-Cola Company (KO) 0.1 $452k 7.2k 62.97
Balchem Corporation (BCPC) 0.1 $452k 3.5k 129.77
Suno (SUN) 0.1 $447k 12k 37.25
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $434k 8.3k 52.33
Williams Companies (WMB) 0.1 $427k 14k 31.20
SPDR DJ Wilshire Mid Cap (SPMD) 0.1 $400k 10k 39.73
Magna Intl Inc cl a (MGA) 0.1 $384k 7.0k 54.89
iShares Dow Jones US Technology (IYW) 0.1 $381k 4.8k 80.04
iShares S&P 500 Index (IVV) 0.1 $367k 967.00 379.52
Life Storage Inc reit 0.1 $358k 3.2k 111.81
Lowe's Companies (LOW) 0.1 $352k 2.0k 174.43
SPDR DJ Wilshire Large Cap Value (SPYV) 0.1 $350k 9.5k 36.80
T. Rowe Price (TROW) 0.1 $338k 3.0k 113.61
Csw Industrials (CSWI) 0.1 $331k 3.2k 103.05
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.1 $331k 6.3k 52.29
Kraft Heinz (KHC) 0.1 $329k 8.6k 38.14
SPDR S&P Emerging Markets (SPEM) 0.1 $329k 9.5k 34.77
Blackstone Group Inc Com Cl A (BX) 0.1 $328k 3.6k 91.21
Cardinal Health (CAH) 0.1 $328k 6.3k 52.26
MetLife (MET) 0.0 $317k 5.0k 62.82
Iron Mountain (IRM) 0.0 $312k 6.4k 48.75
BP (BP) 0.0 $289k 10k 28.38
General Electric Company 0.0 $275k 4.3k 63.57
Halliburton Company (HAL) 0.0 $274k 8.7k 31.39
iShares S&P NA Tech. Sec. Idx (IGM) 0.0 $266k 905.00 293.92
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $258k 22k 11.73
Walgreen Boots Alliance (WBA) 0.0 $258k 6.8k 37.96
Hershey Company (HSY) 0.0 $252k 1.2k 215.38
SPDR S&P World ex-US (SPDW) 0.0 $247k 8.6k 28.81
Royal Caribbean Cruises (RCL) 0.0 $244k 7.0k 34.92
Dow (DOW) 0.0 $243k 4.7k 51.55
Consolidated Edison (ED) 0.0 $240k 2.5k 95.20
iShares S&P 500 Growth Index (IVW) 0.0 $225k 3.7k 60.22
EOG Resources (EOG) 0.0 $223k 2.0k 110.29
Seagen 0.0 $220k 1.2k 176.71
iShares MSCI Emerging Markets Indx (EEM) 0.0 $215k 5.4k 40.16
Charles Schwab Corporation (SCHW) 0.0 $213k 3.4k 63.17
Kimberly-Clark Corporation (KMB) 0.0 $213k 1.6k 135.24
Real Estate Select Sect Spdr (XLRE) 0.0 $211k 5.2k 40.95
Materials SPDR (XLB) 0.0 $210k 2.9k 73.56
Colgate-Palmolive Company (CL) 0.0 $209k 2.6k 79.98
Tor Dom Bk Cad (TD) 0.0 $202k 3.1k 65.56
Invesco Cef Income Composite Etf (PCEF) 0.0 $195k 10k 18.92
CenturyLink 0.0 $164k 15k 10.93
Annaly Capital Management 0.0 $143k 24k 5.91
Uniti Group Inc Com reit (UNIT) 0.0 $140k 15k 9.40
Apollo Investment Corp. (MFIC) 0.0 $140k 13k 10.77
Nuveen Insd Dividend Advantage (NVG) 0.0 $138k 11k 13.14
Nuveen Mun High Income Opp F (NMZ) 0.0 $135k 12k 11.74
Ford Motor Company (F) 0.0 $134k 12k 11.15
New Residential Investment (RITM) 0.0 $133k 14k 9.30
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) 0.0 $132k 11k 12.57
Eagle Pt Cr (ECC) 0.0 $124k 11k 11.81
Berkshire Bancorp Inc Del equity 0.0 $118k 11k 10.91
Agnc Invt Corp Com reit (AGNC) 0.0 $111k 10k 11.10
Two Hbrs Invt Corp Com New reit 0.0 $76k 15k 4.95
Athersys 0.0 $6.0k 23k 0.27
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