Hudson Valley Investment Advisors

Hudson Valley Investment Advisors as of Sept. 30, 2022

Portfolio Holdings for Hudson Valley Investment Advisors

Hudson Valley Investment Advisors holds 217 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.2 $26M 112k 232.90
iShares Lehman 1-3 Year Treas.Bond (SHY) 4.0 $25M 310k 81.21
Orange County Ban (OBT) 3.8 $24M 610k 38.50
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 3.3 $21M 421k 49.28
Apple (AAPL) 3.2 $20M 145k 138.20
Eli Lilly & Co. (LLY) 2.9 $18M 55k 323.36
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.7 $17M 147k 114.28
iShares S&P US Pref Stock Idx Fnd (PFF) 2.5 $16M 490k 31.67
Intuitive Surgical (ISRG) 2.3 $14M 75k 187.45
Home Depot (HD) 2.1 $13M 47k 275.93
Spdr S&p 500 Etf (SPY) 2.0 $12M 34k 357.18
Thermo Fisher Scientific (TMO) 1.9 $12M 23k 507.18
UnitedHealth (UNH) 1.9 $12M 23k 505.03
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 1.9 $12M 369k 31.32
Alphabet Inc Class C cs (GOOG) 1.8 $12M 120k 96.15
Technology SPDR (XLK) 1.6 $10M 85k 118.78
Medtronic (MDT) 1.5 $9.6M 119k 80.75
JPMorgan Chase & Co. (JPM) 1.4 $8.7M 83k 104.50
Danaher Corporation (DHR) 1.3 $8.1M 32k 258.28
Amazon (AMZN) 1.3 $8.1M 72k 112.99
Pepsi (PEP) 1.3 $8.1M 49k 163.26
Exxon Mobil Corporation (XOM) 1.2 $7.5M 85k 87.30
NVIDIA Corporation (NVDA) 1.1 $7.1M 58k 121.38
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 1.1 $6.9M 238k 29.22
Health Care SPDR (XLV) 1.1 $6.9M 57k 121.11
Ishares Tr fltg rate nt (FLOT) 1.1 $6.7M 133k 50.27
Pfizer (PFE) 1.1 $6.5M 150k 43.76
Bank of America Corporation (BAC) 1.0 $6.5M 216k 30.20
Marsh & McLennan Companies (MMC) 1.0 $6.2M 41k 149.30
Adobe Systems Incorporated (ADBE) 1.0 $6.1M 22k 275.19
CSX Corporation (CSX) 0.9 $5.8M 216k 26.64
Dollar General (DG) 0.9 $5.8M 24k 239.85
Abbvie (ABBV) 0.9 $5.6M 42k 134.21
Financial Select Sector SPDR (XLF) 0.8 $5.1M 169k 30.36
Duke Energy (DUK) 0.8 $5.0M 54k 93.01
Visa (V) 0.8 $4.8M 27k 177.64
salesforce (CRM) 0.7 $4.6M 32k 143.84
Facebook Inc cl a (META) 0.7 $4.5M 33k 135.67
Johnson & Johnson (JNJ) 0.7 $4.5M 27k 163.35
Verizon Communications (VZ) 0.7 $4.4M 117k 37.97
Consumer Discretionary SPDR (XLY) 0.7 $4.4M 31k 142.44
American Tower Reit (AMT) 0.7 $4.3M 20k 214.71
Advanced Micro Devices (AMD) 0.7 $4.3M 68k 63.37
Chevron Corporation (CVX) 0.7 $4.3M 30k 143.67
Walt Disney Company (DIS) 0.7 $4.2M 45k 94.32
Sherwin-Williams Company (SHW) 0.7 $4.2M 20k 204.77
Cisco Systems (CSCO) 0.7 $4.1M 103k 40.00
SPDR S&P MidCap 400 ETF (MDY) 0.7 $4.1M 10k 401.62
Broadcom (AVGO) 0.6 $4.0M 9.1k 443.98
Morgan Stanley (MS) 0.6 $4.0M 51k 79.00
Industrial SPDR (XLI) 0.6 $3.8M 46k 82.84
Select Sector Spdr Tr Communic etfeqty (XLC) 0.6 $3.5M 72k 47.90
Prologis (PLD) 0.5 $3.3M 33k 101.60
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.5 $3.2M 33k 98.86
Honeywell International (HON) 0.5 $3.2M 19k 166.95
Automatic Data Processing (ADP) 0.5 $3.2M 14k 226.17
Procter & Gamble Company (PG) 0.5 $3.0M 24k 126.26
Estee Lauder Companies (EL) 0.5 $3.0M 14k 215.92
Webster Financial Corporation (WBS) 0.5 $3.0M 66k 45.20
AutoZone (AZO) 0.5 $3.0M 1.4k 2142.24
Consumer Staples Select Sect. SPDR (XLP) 0.5 $2.9M 43k 66.73
Energy Select Sector SPDR (XLE) 0.5 $2.8M 39k 72.02
ConocoPhillips (COP) 0.4 $2.8M 27k 102.34
Ciena Corporation (CIEN) 0.4 $2.7M 68k 40.44
Illumina (ILMN) 0.4 $2.7M 14k 190.77
American Express Company (AXP) 0.4 $2.7M 20k 134.89
Wal-Mart Stores (WMT) 0.4 $2.7M 21k 129.68
KLA-Tencor Corporation (KLAC) 0.4 $2.6M 8.6k 302.61
SPDR DJ Wilshire Small Cap 0.4 $2.6M 34k 75.68
PerkinElmer (RVTY) 0.4 $2.6M 21k 120.31
ResMed (RMD) 0.4 $2.4M 11k 218.28
Merck & Co (MRK) 0.4 $2.4M 28k 86.13
Chipotle Mexican Grill (CMG) 0.4 $2.3M 1.6k 1502.56
Enbridge (ENB) 0.4 $2.3M 63k 37.27
AES Corporation (AES) 0.4 $2.3M 102k 22.60
McDonald's Corporation (MCD) 0.4 $2.3M 10k 230.76
Devon Energy Corporation (DVN) 0.4 $2.2M 37k 60.12
Starbucks Corporation (SBUX) 0.4 $2.2M 26k 84.27
Lincoln Electric Holdings (LECO) 0.3 $2.2M 17k 125.72
Mondelez Int (MDLZ) 0.3 $2.1M 39k 54.82
Cabot Oil & Gas Corporation (CTRA) 0.3 $2.0M 78k 26.11
Costco Wholesale Corporation (COST) 0.3 $2.0M 4.2k 472.31
United Rentals (URI) 0.3 $2.0M 7.3k 270.14
International Business Machines (IBM) 0.3 $1.9M 16k 118.83
Oracle Corporation (ORCL) 0.3 $1.9M 32k 61.08
SYSCO Corporation (SYY) 0.3 $1.9M 26k 70.70
CVS Caremark Corporation (CVS) 0.3 $1.8M 19k 95.39
Fluor Corporation (FLR) 0.3 $1.7M 70k 24.90
Nucor Corporation (NUE) 0.3 $1.7M 16k 106.99
Weyerhaeuser Company (WY) 0.3 $1.7M 58k 28.57
Chart Industries (GTLS) 0.2 $1.5M 8.4k 184.33
Utilities SPDR (XLU) 0.2 $1.5M 23k 65.52
Schlumberger (SLB) 0.2 $1.5M 42k 35.90
Bristol Myers Squibb (BMY) 0.2 $1.5M 21k 71.07
Nuveen Muni Value Fund (NUV) 0.2 $1.4M 164k 8.46
Comcast Corporation (CMCSA) 0.2 $1.3M 45k 29.33
Emerson Electric (EMR) 0.2 $1.3M 17k 73.21
Northrop Grumman Corporation (NOC) 0.2 $1.3M 2.7k 470.41
Southern Company (SO) 0.2 $1.2M 18k 67.99
Nike (NKE) 0.2 $1.2M 15k 83.13
Intel Corporation (INTC) 0.2 $1.2M 48k 25.78
Simon Property (SPG) 0.2 $1.2M 14k 89.78
Abbott Laboratories (ABT) 0.2 $1.2M 12k 96.79
Blackstone Group Inc Com Cl A (BX) 0.2 $1.2M 14k 83.68
Invesco Qqq Trust Series 1 (QQQ) 0.2 $1.1M 4.2k 267.17
J.M. Smucker Company (SJM) 0.2 $1.1M 8.0k 137.39
Lennar Corporation (LEN) 0.2 $1.1M 15k 74.54
Raytheon Technologies Corp (RTX) 0.2 $1.1M 13k 81.87
Nextera Energy (NEE) 0.2 $1.1M 14k 78.43
Lockheed Martin Corporation (LMT) 0.2 $1.1M 2.7k 386.11
Boeing Company (BA) 0.1 $906k 7.5k 121.12
Tesla Motors (TSLA) 0.1 $898k 3.4k 265.13
At&t (T) 0.1 $858k 56k 15.34
iShares S&P AMT-Fr Mncpl Bnd (NYF) 0.1 $858k 17k 50.62
Flowers Foods (FLO) 0.1 $858k 35k 24.68
Goldman Sachs (GS) 0.1 $835k 2.9k 292.88
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $814k 11k 74.24
Southwest Airlines (LUV) 0.1 $782k 25k 30.83
Bank of New York Mellon Corporation (BK) 0.1 $747k 19k 38.54
Alphabet Inc Class A cs (GOOGL) 0.1 $691k 7.2k 95.71
Spdr Ser Tr spdr russel 2000 (SPSM) 0.1 $674k 20k 34.05
Chubb (CB) 0.1 $673k 3.7k 181.84
M&T Bank Corporation (MTB) 0.1 $671k 3.8k 176.35
PNC Financial Services (PNC) 0.1 $663k 4.4k 149.43
Oshkosh Corporation (OSK) 0.1 $648k 9.2k 70.24
iShares S&P SmallCap 600 Index (IJR) 0.1 $624k 7.2k 87.16
Corning Incorporated (GLW) 0.1 $623k 22k 29.03
Jeffersonville Bancorp/n Y (JFBC) 0.1 $622k 31k 20.00
Caterpillar (CAT) 0.1 $604k 3.7k 164.09
Albemarle Corporation (ALB) 0.1 $598k 2.3k 264.60
Phillips 66 (PSX) 0.1 $593k 7.3k 80.72
Citrix Systems 0.1 $574k 5.6k 103.42
Commercial Metals Company (CMC) 0.1 $547k 15k 35.50
Amgen (AMGN) 0.1 $499k 2.2k 225.38
Cigna Corp (CI) 0.1 $494k 1.8k 277.22
Illinois Tool Works (ITW) 0.1 $487k 2.7k 180.57
Valero Energy Corporation (VLO) 0.1 $482k 4.5k 106.76
Norfolk Southern (NSC) 0.1 $477k 2.3k 209.85
Truist Financial Corp equities (TFC) 0.1 $474k 11k 43.55
3M Company (MMM) 0.1 $471k 4.3k 110.41
Suno (SUN) 0.1 $468k 12k 39.00
iShares MSCI EAFE Index Fund (EFA) 0.1 $452k 8.1k 56.04
L3harris Technologies (LHX) 0.1 $445k 2.1k 207.94
Qualcomm (QCOM) 0.1 $441k 3.9k 112.96
Unitil Corporation (UTL) 0.1 $440k 9.5k 46.49
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $438k 8.7k 50.07
American Electric Power Company (AEP) 0.1 $437k 5.1k 86.53
Dupont De Nemours (DD) 0.1 $437k 8.7k 50.37
PPL Corporation (PPL) 0.1 $435k 17k 25.33
Oge Energy Corp (OGE) 0.1 $433k 12k 36.44
Realty Income (O) 0.1 $430k 7.4k 58.27
Balchem Corporation (BCPC) 0.1 $423k 3.5k 121.45
Magna Intl Inc cl a (MGA) 0.1 $422k 8.9k 47.38
DTE Energy Company (DTE) 0.1 $419k 3.6k 115.08
CMS Energy Corporation (CMS) 0.1 $418k 7.2k 58.18
Alliant Energy Corporation (LNT) 0.1 $404k 7.6k 52.94
Cardinal Health (CAH) 0.1 $403k 6.1k 66.60
Coca-Cola Company (KO) 0.1 $402k 7.2k 56.00
Xcel Energy (XEL) 0.1 $401k 6.3k 63.99
Pinnacle West Capital Corporation (PNW) 0.1 $393k 6.1k 64.50
Public Service Enterprise (PEG) 0.1 $392k 7.0k 56.20
Ss&c Technologies Holding (SSNC) 0.1 $389k 8.1k 47.74
Williams Companies (WMB) 0.1 $388k 14k 28.67
Csw Industrials (CSWI) 0.1 $385k 3.2k 119.86
Lowe's Companies (LOW) 0.1 $379k 2.0k 187.81
International Flavors & Fragrances (IFF) 0.1 $375k 4.1k 90.89
SPDR DJ Wilshire Large Cap Value (SPYV) 0.1 $374k 11k 34.53
CarMax (KMX) 0.1 $365k 5.5k 66.06
SPDR DJ Wilshire Mid Cap (SPMD) 0.1 $364k 9.4k 38.56
Life Storage Inc reit 0.1 $355k 3.2k 110.87
iShares Dow Jones US Technology (IYW) 0.1 $346k 4.7k 73.38
MetLife (MET) 0.1 $319k 5.3k 60.74
Store Capital Corp reit 0.1 $318k 10k 31.34
T. Rowe Price (TROW) 0.1 $312k 3.0k 104.87
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $305k 6.1k 49.76
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.0 $299k 3.8k 79.48
MasterCard Incorporated (MA) 0.0 $296k 1.0k 284.07
Kraft Heinz (KHC) 0.0 $288k 8.6k 33.39
BP (BP) 0.0 $287k 10k 28.54
Occidental Petroleum Corporation (OXY) 0.0 $284k 4.6k 61.35
Iron Mountain (IRM) 0.0 $281k 6.4k 43.91
Materials SPDR (XLB) 0.0 $279k 4.1k 67.95
iShares S&P 500 Growth Index (IVW) 0.0 $278k 775.00 358.71
Real Estate Select Sect Spdr (XLRE) 0.0 $271k 7.5k 36.00
General Electric (GE) 0.0 $268k 4.3k 61.95
Hershey Company (HSY) 0.0 $258k 1.2k 220.51
iShares S&P NA Tech. Sec. Idx (IGM) 0.0 $250k 905.00 276.24
Genuine Parts Company (GPC) 0.0 $244k 1.6k 149.24
Charles Schwab Corporation (SCHW) 0.0 $242k 3.4k 71.77
Royal Caribbean Cruises (RCL) 0.0 $235k 6.2k 37.95
SPDR S&P Emerging Markets (SPEM) 0.0 $233k 7.5k 31.06
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $233k 22k 10.59
Digital Realty Trust (DLR) 0.0 $231k 2.3k 98.97
Arbor Realty Trust (ABR) 0.0 $230k 20k 11.50
Consolidated Edison (ED) 0.0 $216k 2.5k 85.68
Walgreen Boots Alliance (WBA) 0.0 $213k 6.8k 31.34
Halliburton Company (HAL) 0.0 $208k 8.4k 24.67
Dow (DOW) 0.0 $203k 4.6k 43.91
Hubbell (HUBB) 0.0 $201k 900.00 223.33
Invesco Cef Income Composite Etf (PCEF) 0.0 $180k 10k 17.47
Apollo Investment Corp. (MFIC) 0.0 $133k 13k 10.23
Ford Motor Company (F) 0.0 $130k 12k 11.24
Nuveen Insd Dividend Advantage (NVG) 0.0 $123k 11k 11.71
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) 0.0 $119k 11k 11.33
Ready Cap Corp Com reit (RC) 0.0 $119k 12k 10.17
Nuveen Mun High Income Opp F (NMZ) 0.0 $118k 12k 10.26
Berkshire Bancorp Inc Del equity 0.0 $116k 11k 10.72
Eagle Pt Cr (ECC) 0.0 $116k 11k 11.05
Lumen Technologies (LUMN) 0.0 $109k 15k 7.26
New Residential Investment (RITM) 0.0 $105k 14k 7.34
Uniti Group Inc Com reit (UNIT) 0.0 $104k 15k 6.98
Agnc Invt Corp Com reit (AGNC) 0.0 $101k 12k 8.42
Two Hbrs Invt Corp Com New reit 0.0 $51k 15k 3.32
Platinum Group Metals (PLG) 0.0 $21k 13k 1.60
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