Hudson Valley Investment Advisors as of March 31, 2023
Portfolio Holdings for Hudson Valley Investment Advisors
Hudson Valley Investment Advisors holds 212 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.5 | $32M | 112k | 288.30 | |
Orange County Ban (OBT) | 3.8 | $27M | 615k | 44.00 | |
Apple (AAPL) | 3.5 | $25M | 153k | 164.90 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 2.9 | $21M | 255k | 82.16 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 2.7 | $19M | 376k | 50.54 | |
Intuitive Surgical (ISRG) | 2.6 | $19M | 74k | 255.47 | |
Eli Lilly & Co. (LLY) | 2.6 | $19M | 54k | 343.42 | |
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 2.5 | $18M | 546k | 32.49 | |
NVIDIA Corporation (NVDA) | 2.3 | $17M | 60k | 277.77 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 2.3 | $16M | 138k | 117.65 | |
Spdr S&p 500 Etf (SPY) | 2.0 | $14M | 34k | 409.39 | |
Technology SPDR (XLK) | 1.9 | $14M | 91k | 151.01 | |
Home Depot (HD) | 1.9 | $13M | 45k | 295.12 | |
Alphabet Inc Class C cs (GOOG) | 1.8 | $13M | 124k | 104.00 | |
Visa (V) | 1.8 | $13M | 57k | 225.46 | |
Thermo Fisher Scientific (TMO) | 1.8 | $13M | 22k | 576.36 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $11M | 84k | 130.31 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 1.5 | $10M | 351k | 29.63 | |
UnitedHealth (UNH) | 1.4 | $10M | 22k | 472.60 | |
Exxon Mobil Corporation (XOM) | 1.3 | $9.6M | 88k | 109.66 | |
Medtronic (MDT) | 1.3 | $9.1M | 113k | 80.62 | |
Pepsi (PEP) | 1.2 | $8.9M | 49k | 182.30 | |
Walt Disney Company (DIS) | 1.2 | $8.5M | 85k | 100.13 | |
Adobe Systems Incorporated (ADBE) | 1.2 | $8.4M | 22k | 385.37 | |
Danaher Corporation (DHR) | 1.2 | $8.3M | 33k | 252.04 | |
Health Care SPDR (XLV) | 1.1 | $7.8M | 60k | 129.46 | |
Ishares Tr fltg rate nt (FLOT) | 1.0 | $7.4M | 146k | 50.39 | |
Amazon (AMZN) | 1.0 | $7.3M | 71k | 103.29 | |
Advanced Micro Devices (AMD) | 1.0 | $7.2M | 73k | 98.01 | |
Marsh & McLennan Companies (MMC) | 1.0 | $7.1M | 43k | 166.55 | |
Abbvie (ABBV) | 0.9 | $6.8M | 42k | 159.37 | |
CSX Corporation (CSX) | 0.9 | $6.5M | 216k | 29.94 | |
Bank of America Corporation (BAC) | 0.9 | $6.4M | 223k | 28.60 | |
Cisco Systems (CSCO) | 0.9 | $6.2M | 119k | 52.28 | |
Pfizer (PFE) | 0.8 | $5.9M | 145k | 40.80 | |
salesforce (CRM) | 0.8 | $5.9M | 30k | 199.78 | |
Wal-Mart Stores (WMT) | 0.8 | $5.7M | 39k | 147.45 | |
Financial Select Sector SPDR (XLF) | 0.8 | $5.7M | 178k | 32.15 | |
Broadcom (AVGO) | 0.7 | $5.2M | 8.1k | 641.54 | |
Morgan Stanley (MS) | 0.7 | $5.1M | 58k | 87.80 | |
Webster Financial Corporation (WBS) | 0.7 | $5.0M | 127k | 39.42 | |
Starbucks Corporation (SBUX) | 0.7 | $5.0M | 48k | 104.13 | |
Consumer Discretionary SPDR (XLY) | 0.7 | $4.9M | 33k | 149.54 | |
Industrial SPDR (XLI) | 0.7 | $4.8M | 48k | 101.18 | |
KLA-Tencor Corporation (KLAC) | 0.7 | $4.8M | 12k | 399.17 | |
Chevron Corporation (CVX) | 0.7 | $4.7M | 29k | 163.16 | |
Dollar General (DG) | 0.7 | $4.7M | 22k | 210.46 | |
Weyerhaeuser Company (WY) | 0.7 | $4.7M | 156k | 30.13 | |
Sherwin-Williams Company (SHW) | 0.6 | $4.6M | 21k | 224.77 | |
American Express Company (AXP) | 0.6 | $4.5M | 27k | 164.95 | |
Prologis (PLD) | 0.6 | $4.5M | 36k | 124.77 | |
Duke Energy (DUK) | 0.6 | $4.5M | 46k | 96.47 | |
Select Sector Spdr Tr Communic etfeqty (XLC) | 0.6 | $4.4M | 77k | 57.97 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.6 | $4.3M | 9.5k | 458.41 | |
Verizon Communications (VZ) | 0.6 | $4.1M | 105k | 38.89 | |
Johnson & Johnson (JNJ) | 0.6 | $4.0M | 26k | 155.00 | |
Facebook Inc cl a (META) | 0.5 | $3.7M | 18k | 211.94 | |
United Rentals (URI) | 0.5 | $3.6M | 9.1k | 395.76 | |
American Tower Reit (AMT) | 0.5 | $3.6M | 18k | 204.34 | |
Ciena Corporation (CIEN) | 0.5 | $3.6M | 68k | 52.52 | |
AutoZone (AZO) | 0.5 | $3.6M | 1.4k | 2458.15 | |
Lincoln Electric Holdings (LECO) | 0.5 | $3.5M | 21k | 169.10 | |
Procter & Gamble Company (PG) | 0.5 | $3.5M | 24k | 148.69 | |
Vanguard Total Stock Market ETF (VTI) | 0.5 | $3.5M | 17k | 204.10 | |
Chipotle Mexican Grill (CMG) | 0.5 | $3.4M | 2.0k | 1708.29 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.5 | $3.4M | 45k | 74.71 | |
Estee Lauder Companies (EL) | 0.5 | $3.2M | 13k | 246.46 | |
Energy Select Sector SPDR (XLE) | 0.4 | $3.2M | 39k | 82.83 | |
Honeywell International (HON) | 0.4 | $3.2M | 17k | 191.12 | |
Illumina (ILMN) | 0.4 | $3.1M | 13k | 232.55 | |
Nucor Corporation (NUE) | 0.4 | $3.0M | 20k | 154.47 | |
Automatic Data Processing (ADP) | 0.4 | $2.9M | 13k | 222.63 | |
Oracle Corporation (ORCL) | 0.4 | $2.8M | 31k | 92.92 | |
McDonald's Corporation (MCD) | 0.4 | $2.8M | 10k | 279.60 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.4 | $2.8M | 28k | 99.25 | |
Mondelez Int (MDLZ) | 0.4 | $2.8M | 40k | 69.72 | |
Fluor Corporation (FLR) | 0.4 | $2.7M | 86k | 30.91 | |
SPDR DJ Wilshire Small Cap | 0.4 | $2.6M | 31k | 84.03 | |
Merck & Co (MRK) | 0.4 | $2.6M | 25k | 106.39 | |
AES Corporation (AES) | 0.4 | $2.6M | 106k | 24.08 | |
ConocoPhillips (COP) | 0.3 | $2.5M | 25k | 99.21 | |
ResMed (RMD) | 0.3 | $2.4M | 11k | 218.99 | |
Chart Industries (GTLS) | 0.3 | $2.3M | 19k | 125.40 | |
PerkinElmer (RVTY) | 0.3 | $2.3M | 17k | 133.26 | |
Schlumberger (SLB) | 0.3 | $2.2M | 44k | 49.10 | |
International Business Machines (IBM) | 0.3 | $2.1M | 16k | 131.09 | |
Lennar Corporation (LEN) | 0.3 | $2.0M | 19k | 105.11 | |
Vanguard Total Bond Market ETF (BND) | 0.3 | $2.0M | 27k | 73.83 | |
Enbridge (ENB) | 0.3 | $1.9M | 50k | 38.08 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $1.8M | 57k | 31.22 | |
Utilities SPDR (XLU) | 0.2 | $1.7M | 25k | 67.69 | |
Boeing Company (BA) | 0.2 | $1.5M | 7.3k | 212.44 | |
SYSCO Corporation (SYY) | 0.2 | $1.5M | 20k | 77.23 | |
Costco Wholesale Corporation (COST) | 0.2 | $1.5M | 3.1k | 496.87 | |
Devon Energy Corporation (DVN) | 0.2 | $1.5M | 30k | 50.61 | |
Emerson Electric (EMR) | 0.2 | $1.4M | 17k | 87.14 | |
Cabot Oil & Gas Corporation (CTRA) | 0.2 | $1.4M | 59k | 24.54 | |
Intel Corporation (INTC) | 0.2 | $1.4M | 43k | 32.67 | |
CVS Caremark Corporation (CVS) | 0.2 | $1.4M | 19k | 74.31 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.4M | 20k | 69.31 | |
Nike (NKE) | 0.2 | $1.4M | 11k | 122.64 | |
Nuveen Muni Value Fund (NUV) | 0.2 | $1.3M | 153k | 8.81 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $1.3M | 4.1k | 320.93 | |
Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 13k | 97.93 | |
Southern Company (SO) | 0.2 | $1.3M | 18k | 69.58 | |
J.M. Smucker Company (SJM) | 0.2 | $1.2M | 7.9k | 157.37 | |
W.W. Grainger (GWW) | 0.2 | $1.2M | 1.8k | 688.81 | |
Comcast Corporation (CMCSA) | 0.2 | $1.2M | 32k | 37.91 | |
Northrop Grumman Corporation (NOC) | 0.2 | $1.2M | 2.6k | 461.72 | |
Abbott Laboratories (ABT) | 0.2 | $1.2M | 12k | 101.26 | |
At&t (T) | 0.2 | $1.1M | 59k | 19.25 | |
Baker Hughes A Ge Company (BKR) | 0.2 | $1.1M | 38k | 28.86 | |
Lockheed Martin Corporation (LMT) | 0.2 | $1.1M | 2.3k | 472.73 | |
Simon Property (SPG) | 0.2 | $1.1M | 9.7k | 111.97 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | 12k | 87.84 | |
Nextera Energy (NEE) | 0.1 | $1.0M | 13k | 77.08 | |
Flowers Foods (FLO) | 0.1 | $953k | 35k | 27.41 | |
Goldman Sachs (GS) | 0.1 | $915k | 2.8k | 327.11 | |
iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.1 | $875k | 16k | 53.51 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 0.1 | $852k | 23k | 37.77 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $834k | 18k | 45.44 | |
Caterpillar (CAT) | 0.1 | $822k | 3.6k | 228.84 | |
Williams Companies (WMB) | 0.1 | $764k | 26k | 29.86 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $759k | 14k | 55.21 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $749k | 7.2k | 103.73 | |
Commercial Metals Company (CMC) | 0.1 | $739k | 15k | 48.90 | |
Corning Incorporated (GLW) | 0.1 | $725k | 21k | 35.28 | |
Phillips 66 (PSX) | 0.1 | $704k | 6.9k | 101.38 | |
Tesla Motors (TSLA) | 0.1 | $693k | 3.3k | 207.46 | |
Chubb (CB) | 0.1 | $660k | 3.4k | 194.18 | |
Oshkosh Corporation (OSK) | 0.1 | $633k | 7.6k | 83.18 | |
Dupont De Nemours (DD) | 0.1 | $623k | 8.7k | 71.77 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $621k | 6.4k | 96.70 | |
Southwest Airlines (LUV) | 0.1 | $600k | 18k | 32.54 | |
Illinois Tool Works (ITW) | 0.1 | $597k | 2.5k | 243.45 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $564k | 10k | 55.36 | |
PNC Financial Services (PNC) | 0.1 | $535k | 4.2k | 127.10 | |
Amgen (AMGN) | 0.1 | $535k | 2.2k | 241.75 | |
Suno (SUN) | 0.1 | $527k | 12k | 43.89 | |
Jeffersonville Bancorp/n Y (JFBC) | 0.1 | $511k | 31k | 16.42 | |
Albemarle Corporation (ALB) | 0.1 | $500k | 2.3k | 221.04 | |
Qualcomm (QCOM) | 0.1 | $499k | 3.9k | 127.58 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $487k | 12k | 40.72 | |
SPDR DJ Wilshire Mid Cap (SPMD) | 0.1 | $486k | 11k | 43.94 | |
Valero Energy Corporation (VLO) | 0.1 | $482k | 3.5k | 139.60 | |
Materials SPDR (XLB) | 0.1 | $466k | 5.8k | 80.66 | |
Realty Income (O) | 0.1 | $463k | 7.3k | 63.32 | |
Norfolk Southern (NSC) | 0.1 | $461k | 2.2k | 212.00 | |
Csw Industrials (CSWI) | 0.1 | $446k | 3.2k | 138.93 | |
Cardinal Health (CAH) | 0.1 | $446k | 5.9k | 75.50 | |
Coca-Cola Company (KO) | 0.1 | $445k | 7.2k | 62.03 | |
Xcel Energy (XEL) | 0.1 | $442k | 6.3k | 70.11 | |
Balchem Corporation (BCPC) | 0.1 | $441k | 3.5k | 126.48 | |
Cigna Corp (CI) | 0.1 | $440k | 1.7k | 255.53 | |
Horizon Therapeutics | 0.1 | $437k | 4.0k | 109.14 | |
Walgreen Boots Alliance (WBA) | 0.1 | $436k | 13k | 34.58 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $435k | 6.1k | 71.52 | |
3M Company (MMM) | 0.1 | $432k | 4.1k | 105.11 | |
PPL Corporation (PPL) | 0.1 | $426k | 15k | 27.79 | |
Amtrust Financial 7.75% Qdi Ca p (AFSIM) | 0.1 | $420k | 30k | 14.00 | |
Life Storage Inc reit | 0.1 | $420k | 3.2k | 131.09 | |
Real Estate Select Sect Spdr (XLRE) | 0.1 | $417k | 11k | 37.38 | |
General Electric (GE) | 0.1 | $417k | 4.4k | 95.60 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $412k | 4.4k | 92.81 | |
L3harris Technologies (LHX) | 0.1 | $392k | 2.0k | 196.24 | |
M&T Bank Corporation (MTB) | 0.1 | $389k | 3.2k | 119.58 | |
Consolidated Edison (ED) | 0.1 | $388k | 4.1k | 95.67 | |
Lowe's Companies (LOW) | 0.1 | $386k | 1.9k | 199.97 | |
BP (BP) | 0.1 | $382k | 10k | 37.94 | |
MasterCard Incorporated (MA) | 0.1 | $379k | 1.0k | 363.41 | |
Iron Mountain (IRM) | 0.1 | $378k | 7.1k | 52.91 | |
International Flavors & Fragrances (IFF) | 0.1 | $369k | 4.0k | 91.96 | |
Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $367k | 6.4k | 57.54 | |
Magna Intl Inc cl a (MGA) | 0.0 | $357k | 6.7k | 53.57 | |
Truist Financial Corp equities (TFC) | 0.0 | $337k | 9.9k | 34.10 | |
T. Rowe Price (TROW) | 0.0 | $336k | 3.0k | 112.90 | |
iShares S&P 500 Index (IVV) | 0.0 | $333k | 809.00 | 411.08 | |
Atrion Corporation (ATRI) | 0.0 | $314k | 500.00 | 627.91 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $307k | 905.00 | 339.32 | |
Dow (DOW) | 0.0 | $304k | 5.5k | 54.82 | |
Hershey Company (HSY) | 0.0 | $298k | 1.2k | 254.41 | |
Kraft Heinz (KHC) | 0.0 | $293k | 7.6k | 38.67 | |
MetLife (MET) | 0.0 | $293k | 5.1k | 57.94 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $289k | 4.6k | 62.43 | |
Invesco Cef Income Composite Etf (PCEF) | 0.0 | $286k | 16k | 18.22 | |
Genuine Parts Company (GPC) | 0.0 | $274k | 1.6k | 167.31 | |
CarMax (KMX) | 0.0 | $263k | 4.1k | 64.28 | |
Halliburton Company (HAL) | 0.0 | $256k | 8.1k | 31.64 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $245k | 22k | 11.12 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $239k | 3.7k | 63.89 | |
Arbor Realty Trust (ABR) | 0.0 | $230k | 20k | 11.49 | |
Digital Realty Trust (DLR) | 0.0 | $230k | 2.3k | 98.31 | |
Hubbell (HUBB) | 0.0 | $219k | 900.00 | 243.31 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $211k | 1.6k | 134.22 | |
Royal Caribbean Cruises (RCL) | 0.0 | $209k | 3.2k | 65.30 | |
Altria (MO) | 0.0 | $207k | 4.6k | 44.62 | |
SPDR S&P Emerging Markets (SPEM) | 0.0 | $202k | 5.9k | 34.13 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $180k | 18k | 10.08 | |
Ready Cap Corp Com reit (RC) | 0.0 | $150k | 15k | 10.17 | |
New Residential Investment (RITM) | 0.0 | $141k | 18k | 8.00 | |
Nuveen Mun High Income Opp F (NMZ) | 0.0 | $130k | 12k | 10.80 | |
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $126k | 11k | 11.95 | |
Nuveen Insd Dividend Advantage (NVG) | 0.0 | $124k | 11k | 11.78 | |
Eagle Pt Cr (ECC) | 0.0 | $117k | 11k | 11.17 | |
New York Community Ban (NYCB) | 0.0 | $101k | 11k | 9.04 | |
Brightspire Capital (BRSP) | 0.0 | $71k | 12k | 5.90 | |
Cherry Hill Mort (CHMI) | 0.0 | $55k | 10k | 5.52 | |
Platinum Group Metals (PLG) | 0.0 | $19k | 13k | 1.43 | |
Pieris Pharmaceuticals (PIRS) | 0.0 | $14k | 14k | 0.98 | |
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 |