Hudson Valley Investment Advisors

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