Hudson Valley Investment Advisors

Hudson Valley Investment Advisors as of Dec. 31, 2022

Portfolio Holdings for Hudson Valley Investment Advisors

Hudson Valley Investment Advisors holds 219 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Orange County Ban (OBT) 4.3 $29M 611k 46.58
Microsoft Corporation (MSFT) 4.0 $27M 112k 239.82
iShares Lehman 1-3 Year Treas.Bond (SHY) 3.4 $22M 276k 81.17
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 3.0 $20M 404k 49.82
Eli Lilly & Co. (LLY) 3.0 $20M 54k 365.84
Intuitive Surgical (ISRG) 3.0 $20M 74k 265.35
Apple (AAPL) 2.8 $19M 143k 129.93
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.4 $16M 139k 114.89
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 2.2 $15M 458k 31.83
Home Depot (HD) 2.2 $15M 46k 315.86
iShares S&P US Pref Stock Idx Fnd (PFF) 2.1 $14M 460k 30.53
Thermo Fisher Scientific (TMO) 1.9 $13M 23k 550.69
UnitedHealth (UNH) 1.9 $12M 23k 530.18
JPMorgan Chase & Co. (JPM) 1.7 $11M 82k 134.10
Technology SPDR (XLK) 1.6 $11M 87k 124.44
Alphabet Inc Class C cs (GOOG) 1.6 $11M 122k 88.73
Exxon Mobil Corporation (XOM) 1.4 $9.4M 85k 110.30
Medtronic (MDT) 1.4 $9.0M 116k 77.72
Pepsi (PEP) 1.4 $9.0M 50k 180.66
NVIDIA Corporation (NVDA) 1.3 $8.8M 60k 146.14
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 1.3 $8.5M 289k 29.38
Danaher Corporation (DHR) 1.3 $8.5M 32k 265.42
Health Care SPDR (XLV) 1.2 $7.8M 58k 135.85
Adobe Systems Incorporated (ADBE) 1.1 $7.5M 22k 336.53
Pfizer (PFE) 1.1 $7.5M 146k 51.24
Bank of America Corporation (BAC) 1.1 $7.2M 219k 33.12
Ishares Tr fltg rate nt (FLOT) 1.1 $7.0M 140k 50.33
Marsh & McLennan Companies (MMC) 1.1 $7.0M 42k 165.48
Abbvie (ABBV) 1.1 $7.0M 43k 161.61
CSX Corporation (CSX) 1.0 $6.8M 219k 30.98
Dollar General (DG) 0.9 $6.2M 25k 246.25
Amazon (AMZN) 0.9 $6.0M 72k 84.00
Financial Select Sector SPDR (XLF) 0.9 $5.9M 171k 34.20
Duke Energy (DUK) 0.9 $5.8M 56k 102.99
Visa (V) 0.9 $5.8M 28k 207.76
Cisco Systems (CSCO) 0.8 $5.3M 112k 47.64
Broadcom (AVGO) 0.7 $4.8M 8.6k 559.13
Johnson & Johnson (JNJ) 0.7 $4.7M 27k 176.65
Verizon Communications (VZ) 0.7 $4.6M 117k 39.40
Advanced Micro Devices (AMD) 0.7 $4.6M 71k 64.77
Industrial SPDR (XLI) 0.7 $4.5M 46k 98.21
Morgan Stanley (MS) 0.7 $4.5M 53k 85.02
SPDR S&P MidCap 400 ETF (MDY) 0.7 $4.4M 9.9k 442.79
American Tower Reit (AMT) 0.6 $4.3M 20k 211.86
Chevron Corporation (CVX) 0.6 $4.2M 24k 179.49
Consumer Discretionary SPDR (XLY) 0.6 $4.1M 32k 129.16
Walt Disney Company (DIS) 0.6 $4.0M 46k 86.88
Honeywell International (HON) 0.6 $3.8M 18k 214.30
Prologis (PLD) 0.6 $3.8M 34k 112.73
Ciena Corporation (CIEN) 0.5 $3.6M 71k 50.98
KLA-Tencor Corporation (KLAC) 0.5 $3.6M 9.6k 377.03
Procter & Gamble Company (PG) 0.5 $3.6M 24k 151.56
Select Sector Spdr Tr Communic etfeqty (XLC) 0.5 $3.6M 75k 47.99
AutoZone (AZO) 0.5 $3.6M 1.4k 2466.18
Sherwin-Williams Company (SHW) 0.5 $3.5M 15k 237.33
Estee Lauder Companies (EL) 0.5 $3.4M 14k 248.11
Starbucks Corporation (SBUX) 0.5 $3.4M 35k 99.20
Energy Select Sector SPDR (XLE) 0.5 $3.3M 38k 87.47
Consumer Staples Select Sect. SPDR (XLP) 0.5 $3.2M 43k 74.55
Automatic Data Processing (ADP) 0.5 $3.2M 13k 238.86
AES Corporation (AES) 0.5 $3.1M 106k 28.76
ConocoPhillips (COP) 0.5 $3.1M 26k 118.00
Webster Financial Corporation (WBS) 0.5 $3.1M 65k 47.34
American Express Company (AXP) 0.5 $3.0M 21k 147.75
salesforce (CRM) 0.5 $3.0M 23k 132.59
PerkinElmer (RVTY) 0.4 $3.0M 21k 140.22
United Rentals (URI) 0.4 $3.0M 8.3k 355.42
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.4 $3.0M 30k 98.65
Merck & Co (MRK) 0.4 $2.9M 26k 110.95
Wal-Mart Stores (WMT) 0.4 $2.8M 20k 141.79
Lincoln Electric Holdings (LECO) 0.4 $2.7M 19k 144.49
Fluor Corporation (FLR) 0.4 $2.7M 79k 34.66
SPDR DJ Wilshire Small Cap 0.4 $2.7M 33k 82.21
Illumina (ILMN) 0.4 $2.6M 13k 202.20
McDonald's Corporation (MCD) 0.4 $2.6M 10k 263.53
Mondelez Int (MDLZ) 0.4 $2.6M 39k 66.65
Facebook Inc cl a (META) 0.4 $2.5M 21k 120.34
Oracle Corporation (ORCL) 0.4 $2.5M 31k 81.74
Devon Energy Corporation (DVN) 0.4 $2.4M 40k 61.51
Enbridge (ENB) 0.4 $2.4M 62k 39.06
Chipotle Mexican Grill (CMG) 0.3 $2.3M 1.7k 1387.49
ResMed (RMD) 0.3 $2.3M 11k 208.13
International Business Machines (IBM) 0.3 $2.3M 16k 140.89
Nucor Corporation (NUE) 0.3 $2.3M 17k 131.81
SYSCO Corporation (SYY) 0.3 $2.2M 28k 76.45
Weyerhaeuser Company (WY) 0.3 $2.2M 70k 31.00
Schlumberger (SLB) 0.3 $2.1M 39k 53.46
Charter Communications Inc New Cl A cl a (CHTR) 0.3 $2.0M 5.9k 339.10
Cabot Oil & Gas Corporation (CTRA) 0.3 $1.9M 78k 24.57
CVS Caremark Corporation (CVS) 0.3 $1.8M 19k 93.19
Simon Property (SPG) 0.3 $1.7M 14k 117.48
Utilities SPDR (XLU) 0.3 $1.7M 24k 70.50
Emerson Electric (EMR) 0.2 $1.6M 17k 96.06
Costco Wholesale Corporation (COST) 0.2 $1.6M 3.5k 456.50
Nike (NKE) 0.2 $1.5M 13k 117.01
Bristol Myers Squibb (BMY) 0.2 $1.4M 20k 71.95
Northrop Grumman Corporation (NOC) 0.2 $1.4M 2.6k 545.61
Boeing Company (BA) 0.2 $1.4M 7.4k 190.49
Lennar Corporation (LEN) 0.2 $1.4M 15k 90.50
Nuveen Muni Value Fund (NUV) 0.2 $1.3M 156k 8.60
Abbott Laboratories (ABT) 0.2 $1.3M 12k 109.79
Raytheon Technologies Corp (RTX) 0.2 $1.3M 13k 100.92
Comcast Corporation (CMCSA) 0.2 $1.3M 37k 34.97
J.M. Smucker Company (SJM) 0.2 $1.3M 8.0k 158.46
Southern Company (SO) 0.2 $1.3M 18k 71.41
Intel Corporation (INTC) 0.2 $1.2M 46k 26.43
Lockheed Martin Corporation (LMT) 0.2 $1.2M 2.4k 486.49
Nextera Energy (NEE) 0.2 $1.1M 13k 83.60
Invesco Qqq Trust Series 1 (QQQ) 0.2 $1.1M 4.1k 266.28
At&t (T) 0.2 $1.1M 59k 18.41
Chart Industries (GTLS) 0.2 $1.1M 9.3k 115.23
Flowers Foods (FLO) 0.2 $999k 35k 28.74
Goldman Sachs (GS) 0.1 $979k 2.9k 343.38
Blackstone Group Inc Com Cl A (BX) 0.1 $954k 13k 74.19
iShares S&P AMT-Fr Mncpl Bnd (NYF) 0.1 $888k 17k 52.40
Caterpillar (CAT) 0.1 $857k 3.6k 239.56
Bank of New York Mellon Corporation (BK) 0.1 $844k 19k 45.52
Chubb (CB) 0.1 $804k 3.6k 220.60
Spdr Ser Tr spdr russel 2000 (SPSM) 0.1 $768k 21k 36.97
Southwest Airlines (LUV) 0.1 $734k 22k 33.67
Oshkosh Corporation (OSK) 0.1 $732k 8.3k 88.19
Commercial Metals Company (CMC) 0.1 $730k 15k 48.30
Phillips 66 (PSX) 0.1 $730k 7.0k 104.08
PNC Financial Services (PNC) 0.1 $681k 4.3k 157.94
iShares S&P SmallCap 600 Index (IJR) 0.1 $672k 7.1k 94.64
Corning Incorporated (GLW) 0.1 $663k 21k 31.94
Alphabet Inc Class A cs (GOOGL) 0.1 $637k 7.2k 88.23
Jeffersonville Bancorp/n Y (JFBC) 0.1 $616k 31k 19.80
Dupont De Nemours (DD) 0.1 $595k 8.7k 68.63
Amgen (AMGN) 0.1 $582k 2.2k 262.64
Cigna Corp (CI) 0.1 $579k 1.7k 331.34
Illinois Tool Works (ITW) 0.1 $562k 2.6k 220.30
Norfolk Southern (NSC) 0.1 $560k 2.3k 246.42
3M Company (MMM) 0.1 $518k 4.3k 119.92
Suno (SUN) 0.1 $517k 12k 43.10
M&T Bank Corporation (MTB) 0.1 $516k 3.6k 145.06
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $504k 6.7k 75.19
Albemarle Corporation (ALB) 0.1 $490k 2.3k 216.86
Unitil Corporation (UTL) 0.1 $486k 9.5k 51.36
American Electric Power Company (AEP) 0.1 $480k 5.1k 94.95
PPL Corporation (PPL) 0.1 $478k 16k 29.22
Oge Energy Corp (OGE) 0.1 $470k 12k 39.55
Realty Income (O) 0.1 $468k 7.4k 63.43
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $464k 9.2k 50.67
Pinnacle West Capital Corporation (PNW) 0.1 $463k 6.1k 76.04
Coca-Cola Company (KO) 0.1 $457k 7.2k 63.61
Horizon Therapeutics 0.1 $455k 4.0k 113.80
CMS Energy Corporation (CMS) 0.1 $455k 7.2k 63.33
Truist Financial Corp equities (TFC) 0.1 $455k 11k 43.03
Cardinal Health (CAH) 0.1 $454k 5.9k 76.87
Valero Energy Corporation (VLO) 0.1 $446k 3.5k 126.86
L3harris Technologies (LHX) 0.1 $446k 2.1k 208.21
Magna Intl Inc cl a (MGA) 0.1 $444k 7.9k 56.18
Xcel Energy (XEL) 0.1 $442k 6.3k 70.11
SPDR DJ Wilshire Mid Cap (SPMD) 0.1 $434k 10k 42.50
SPDR DJ Wilshire Large Cap Value (SPYV) 0.1 $432k 11k 38.89
DTE Energy Company (DTE) 0.1 $432k 3.7k 117.53
Public Service Enterprise (PEG) 0.1 $432k 7.0k 61.27
Williams Companies (WMB) 0.1 $431k 13k 32.90
Tesla Motors (TSLA) 0.1 $430k 3.5k 123.18
Qualcomm (QCOM) 0.1 $429k 3.9k 109.94
International Flavors & Fragrances (IFF) 0.1 $427k 4.1k 104.84
Balchem Corporation (BCPC) 0.1 $425k 3.5k 122.11
Alliant Energy Corporation (LNT) 0.1 $421k 7.6k 55.21
iShares Lehman Short Treasury Bond (SHV) 0.1 $416k 3.8k 109.92
iShares MSCI EAFE Index Fund (EFA) 0.1 $415k 6.3k 65.64
Consolidated Edison (ED) 0.1 $393k 4.1k 95.31
Lowe's Companies (LOW) 0.1 $386k 1.9k 199.24
MetLife (MET) 0.1 $373k 5.2k 72.37
Csw Industrials (CSWI) 0.1 $372k 3.2k 115.93
Materials SPDR (XLB) 0.1 $372k 4.8k 77.68
iShares S&P 500 Index (IVV) 0.1 $372k 967.00 384.21
General Electric (GE) 0.1 $363k 4.3k 83.79
MasterCard Incorporated (MA) 0.1 $362k 1.0k 347.73
Iron Mountain (IRM) 0.1 $356k 7.1k 49.85
BP (BP) 0.1 $351k 10k 34.93
iShares Dow Jones US Technology (IYW) 0.1 $351k 4.7k 74.49
Kraft Heinz (KHC) 0.1 $336k 8.3k 40.71
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.1 $332k 5.8k 56.95
Real Estate Select Sect Spdr (XLRE) 0.0 $329k 8.9k 36.93
Store Capital Corp reit 0.0 $325k 10k 32.06
T. Rowe Price (TROW) 0.0 $325k 3.0k 109.06
Halliburton Company (HAL) 0.0 $323k 8.2k 39.35
Life Storage Inc reit 0.0 $315k 3.2k 98.50
CarMax (KMX) 0.0 $296k 4.9k 60.89
Occidental Petroleum Corporation (OXY) 0.0 $292k 4.6k 62.99
Invesco Cef Income Composite Etf (PCEF) 0.0 $285k 16k 18.12
Genuine Parts Company (GPC) 0.0 $284k 1.6k 173.51
Dow (DOW) 0.0 $282k 5.6k 50.39
Charles Schwab Corporation (SCHW) 0.0 $281k 3.4k 83.26
Atrion Corporation (ATRI) 0.0 $280k 500.00 559.45
Hershey Company (HSY) 0.0 $271k 1.2k 231.57
Arbor Realty Trust (ABR) 0.0 $264k 20k 13.19
iShares S&P NA Tech. Sec. Idx (IGM) 0.0 $253k 905.00 280.00
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $250k 22k 11.37
Walgreen Boots Alliance (WBA) 0.0 $242k 6.5k 37.36
Spdr S&p 500 Etf (SPY) 0.0 $235k 614.00 382.43
Digital Realty Trust (DLR) 0.0 $234k 2.3k 100.27
SPDR S&P Emerging Markets (SPEM) 0.0 $230k 7.0k 32.96
Kimberly-Clark Corporation (KMB) 0.0 $214k 1.6k 135.75
Altria (MO) 0.0 $212k 4.6k 45.71
Hubbell (HUBB) 0.0 $211k 900.00 234.68
Colgate-Palmolive Company (CL) 0.0 $206k 2.6k 78.79
AFLAC Incorporated (AFL) 0.0 $206k 2.9k 71.94
Agnc Invt Corp Com reit (AGNC) 0.0 $185k 18k 10.35
Ready Cap Corp Com reit (RC) 0.0 $164k 15k 11.14
New Residential Investment (RITM) 0.0 $144k 18k 8.17
Nuveen Insd Dividend Advantage (NVG) 0.0 $128k 11k 12.14
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) 0.0 $127k 11k 12.08
Nuveen Mun High Income Opp F (NMZ) 0.0 $124k 12k 10.34
Eagle Pt Cr (ECC) 0.0 $106k 11k 10.12
New York Community Ban 0.0 $96k 11k 8.60
Brightspire Capital (BRSP) 0.0 $75k 12k 6.23
Cherry Hill Mort (CHMI) 0.0 $58k 10k 5.80
Platinum Group Metals (PLG) 0.0 $23k 13k 1.74
Pieris Pharmaceuticals 0.0 $15k 14k 1.04
G6 Materials Corporation 0.0 $507.000000 17k 0.03
Adsouth Partners (ASPR) 0.0 $0 10k 0.00
Saltbae Capital Corp (CECBF) 0.0 $0 15k 0.00