Hudson Valley Investment Advisors as of Sept. 30, 2024
Portfolio Holdings for Hudson Valley Investment Advisors
Hudson Valley Investment Advisors holds 174 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 4.7 | $43M | 48k | 885.94 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 4.5 | $41M | 1.2M | 33.71 | |
| NVIDIA Corporation (NVDA) | 4.3 | $39M | 323k | 121.44 | |
| Microsoft Corporation (MSFT) | 4.2 | $38M | 88k | 430.30 | |
| Orange County Ban (OBT) | 4.0 | $36M | 603k | 60.32 | |
| Intuitive Surgical (ISRG) | 3.8 | $35M | 70k | 491.27 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 3.4 | $31M | 1.0M | 30.28 | |
| Apple (AAPL) | 3.4 | $31M | 131k | 233.00 | |
| Technology SPDR (XLK) | 2.3 | $21M | 91k | 225.76 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $19M | 113k | 167.19 | |
| Amazon (AMZN) | 2.1 | $19M | 100k | 186.33 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $16M | 78k | 210.86 | |
| KLA-Tencor Corporation (KLAC) | 1.8 | $16M | 21k | 774.41 | |
| Advanced Micro Devices (AMD) | 1.6 | $15M | 90k | 164.08 | |
| UnitedHealth (UNH) | 1.6 | $14M | 24k | 584.71 | |
| Spdr S&p 500 Etf (SPY) | 1.5 | $14M | 24k | 573.76 | |
| American Express Company (AXP) | 1.5 | $13M | 49k | 271.20 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $13M | 25k | 517.80 | |
| Danaher Corporation (DHR) | 1.4 | $13M | 46k | 278.02 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $12M | 20k | 618.59 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $12M | 104k | 117.22 | |
| United Rentals (URI) | 1.3 | $12M | 14k | 809.79 | |
| Abbvie (ABBV) | 1.3 | $11M | 57k | 197.48 | |
| Marsh & McLennan Companies (MMC) | 1.2 | $11M | 50k | 223.09 | |
| Broadcom (AVGO) | 1.2 | $11M | 64k | 172.50 | |
| Visa (V) | 1.2 | $11M | 40k | 274.96 | |
| salesforce (CRM) | 1.2 | $11M | 40k | 273.71 | |
| Home Depot (HD) | 1.2 | $11M | 26k | 405.22 | |
| Financial Select Sector SPDR (XLF) | 1.0 | $9.4M | 208k | 45.32 | |
| Medtronic (MDT) | 1.0 | $9.4M | 104k | 90.03 | |
| Chipotle Mexican Grill (CMG) | 1.0 | $9.0M | 156k | 57.62 | |
| CSX Corporation (CSX) | 1.0 | $8.8M | 256k | 34.53 | |
| Health Care SPDR (XLV) | 1.0 | $8.8M | 57k | 154.02 | |
| AutoZone (AZO) | 0.9 | $8.5M | 2.7k | 3152.37 | |
| Lennar Corporation (LEN) | 0.9 | $8.2M | 44k | 187.48 | |
| W.W. Grainger (GWW) | 0.9 | $8.2M | 7.9k | 1038.94 | |
| Fluor Corporation (FLR) | 0.9 | $8.2M | 172k | 47.71 | |
| Morgan Stanley (MS) | 0.9 | $7.8M | 75k | 104.24 | |
| Chart Industries (GTLS) | 0.9 | $7.8M | 63k | 124.14 | |
| Sherwin-Williams Company (SHW) | 0.8 | $7.7M | 20k | 381.69 | |
| Prologis (PLD) | 0.8 | $7.5M | 59k | 126.28 | |
| Ishares Tr fltg rate nt (FLOT) | 0.8 | $7.3M | 144k | 51.04 | |
| AES Corporation (AES) | 0.8 | $7.3M | 363k | 20.06 | |
| Consumer Discretionary SPDR (XLY) | 0.8 | $7.2M | 36k | 200.37 | |
| Ciena Corporation (CIEN) | 0.8 | $7.1M | 115k | 61.59 | |
| Industrial SPDR (XLI) | 0.7 | $6.7M | 49k | 135.44 | |
| Starbucks Corporation (SBUX) | 0.7 | $6.6M | 68k | 97.49 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.7 | $6.5M | 72k | 90.40 | |
| Cisco Systems (CSCO) | 0.7 | $6.5M | 122k | 53.22 | |
| Pepsi (PEP) | 0.7 | $6.3M | 37k | 170.05 | |
| Facebook Inc cl a (META) | 0.7 | $6.2M | 11k | 572.44 | |
| Baker Hughes A Ge Company (BKR) | 0.6 | $5.4M | 149k | 36.15 | |
| McDonald's Corporation (MCD) | 0.6 | $5.4M | 18k | 304.53 | |
| Pfizer (PFE) | 0.6 | $5.1M | 177k | 28.94 | |
| Lincoln Electric Holdings (LECO) | 0.5 | $4.8M | 25k | 192.03 | |
| Nucor Corporation (NUE) | 0.5 | $4.8M | 32k | 150.34 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.5 | $4.5M | 98k | 45.51 | |
| Mondelez Int (MDLZ) | 0.5 | $4.3M | 58k | 73.67 | |
| Weyerhaeuser Company (WY) | 0.5 | $4.2M | 123k | 33.86 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.4 | $4.0M | 48k | 83.00 | |
| Goldman Sachs (GS) | 0.4 | $4.0M | 8.0k | 495.11 | |
| Schlumberger (SLB) | 0.4 | $3.9M | 93k | 41.95 | |
| Bank of America Corporation (BAC) | 0.4 | $3.9M | 98k | 39.68 | |
| Generac Holdings (GNRC) | 0.4 | $3.7M | 24k | 158.88 | |
| Procter & Gamble Company (PG) | 0.4 | $3.6M | 21k | 173.20 | |
| Chevron Corporation (CVX) | 0.4 | $3.6M | 24k | 147.28 | |
| Blue Owl Capital (OWL) | 0.4 | $3.3M | 171k | 19.36 | |
| Wal-Mart Stores (WMT) | 0.4 | $3.3M | 41k | 80.75 | |
| Energy Select Sector SPDR (XLE) | 0.4 | $3.2M | 37k | 87.80 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $3.2M | 50k | 64.81 | |
| Oracle Corporation (ORCL) | 0.3 | $3.2M | 19k | 170.40 | |
| International Business Machines (IBM) | 0.3 | $3.1M | 14k | 221.10 | |
| ResMed (RMD) | 0.3 | $2.7M | 11k | 244.12 | |
| Automatic Data Processing (ADP) | 0.3 | $2.6M | 9.5k | 276.73 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $2.6M | 4.6k | 569.66 | |
| Webster Financial Corporation (WBS) | 0.3 | $2.5M | 55k | 46.61 | |
| Illumina (ILMN) | 0.3 | $2.3M | 17k | 130.41 | |
| Johnson & Johnson (JNJ) | 0.2 | $2.2M | 14k | 162.06 | |
| ConocoPhillips (COP) | 0.2 | $2.0M | 19k | 105.28 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.9M | 12k | 153.13 | |
| Duke Energy (DUK) | 0.2 | $1.9M | 16k | 115.31 | |
| Southern Company (SO) | 0.2 | $1.8M | 20k | 90.18 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | 2.1k | 886.52 | |
| Utilities SPDR (XLU) | 0.2 | $1.8M | 23k | 80.78 | |
| Merck & Co (MRK) | 0.2 | $1.8M | 16k | 113.56 | |
| Verizon Communications (VZ) | 0.2 | $1.7M | 37k | 44.91 | |
| American Tower Reit (AMT) | 0.2 | $1.5M | 6.6k | 232.56 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $1.5M | 3.0k | 488.07 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | 10k | 121.16 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $1.2M | 24k | 52.66 | |
| Abbott Laboratories (ABT) | 0.1 | $1.2M | 11k | 114.01 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $1.2M | 11k | 106.19 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.2M | 2.3k | 528.07 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.2M | 7.2k | 165.85 | |
| Csw Industrials (CSWI) | 0.1 | $1.2M | 3.2k | 366.39 | |
| Emerson Electric (EMR) | 0.1 | $1.2M | 11k | 109.38 | |
| Materials SPDR (XLB) | 0.1 | $1.1M | 12k | 96.38 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | 1.9k | 584.83 | |
| Nuveen Muni Value Fund (NUV) | 0.1 | $1.0M | 114k | 9.02 | |
| Caterpillar (CAT) | 0.1 | $1.0M | 2.6k | 391.12 | |
| Real Estate Select Sect Spdr (XLRE) | 0.1 | $995k | 22k | 44.67 | |
| J.M. Smucker Company (SJM) | 0.1 | $916k | 7.6k | 121.10 | |
| At&t (T) | 0.1 | $908k | 41k | 22.00 | |
| Nextera Energy (NEE) | 0.1 | $825k | 9.8k | 84.53 | |
| SYSCO Corporation (SYY) | 0.1 | $816k | 11k | 78.06 | |
| Commercial Metals Company (CMC) | 0.1 | $814k | 15k | 54.96 | |
| Walt Disney Company (DIS) | 0.1 | $752k | 7.8k | 96.19 | |
| General Electric (GE) | 0.1 | $724k | 3.8k | 188.58 | |
| iShares Dow Jones US Technology (IYW) | 0.1 | $704k | 4.6k | 151.62 | |
| CVS Caremark Corporation (CVS) | 0.1 | $689k | 11k | 62.88 | |
| SPDR DJ Wilshire Mid Cap (SPMD) | 0.1 | $648k | 12k | 54.68 | |
| Bristol Myers Squibb (BMY) | 0.1 | $647k | 13k | 51.74 | |
| Suno (SUN) | 0.1 | $646k | 12k | 53.68 | |
| Comcast Corporation (CMCSA) | 0.1 | $627k | 15k | 41.77 | |
| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.1 | $600k | 11k | 54.33 | |
| Nike (NKE) | 0.1 | $538k | 6.1k | 88.40 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $536k | 4.6k | 116.96 | |
| MasterCard Incorporated (MA) | 0.1 | $535k | 1.1k | 493.80 | |
| Balchem Corporation (BCPC) | 0.1 | $525k | 3.0k | 176.00 | |
| Capital One Financial (COF) | 0.1 | $524k | 3.5k | 149.73 | |
| Boeing Company (BA) | 0.1 | $519k | 3.4k | 152.04 | |
| Extra Space Storage (EXR) | 0.1 | $516k | 2.9k | 180.19 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $506k | 6.1k | 82.94 | |
| Illinois Tool Works (ITW) | 0.1 | $499k | 1.9k | 262.07 | |
| Chubb (CB) | 0.1 | $496k | 1.7k | 288.54 | |
| Oshkosh Corporation (OSK) | 0.1 | $465k | 4.6k | 100.21 | |
| iShares S&P 500 Index (IVV) | 0.0 | $447k | 775.00 | 576.82 | |
| Corning Incorporated (GLW) | 0.0 | $434k | 9.6k | 45.15 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $432k | 8.2k | 52.86 | |
| Honeywell International (HON) | 0.0 | $429k | 2.1k | 206.71 | |
| AFLAC Incorporated (AFL) | 0.0 | $405k | 3.6k | 111.80 | |
| Amgen (AMGN) | 0.0 | $403k | 1.3k | 322.21 | |
| Digital Realty Trust (DLR) | 0.0 | $402k | 2.5k | 161.83 | |
| Hubbell (HUBB) | 0.0 | $386k | 900.00 | 428.35 | |
| Norfolk Southern (NSC) | 0.0 | $373k | 1.5k | 248.50 | |
| 3M Company (MMM) | 0.0 | $369k | 2.7k | 136.70 | |
| Phillips 66 (PSX) | 0.0 | $356k | 2.7k | 131.45 | |
| Coca-Cola Company (KO) | 0.0 | $346k | 4.8k | 71.86 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $338k | 4.7k | 71.86 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $328k | 14k | 23.95 | |
| Arbor Realty Trust (ABR) | 0.0 | $311k | 20k | 15.56 | |
| Invesco Cef Income Composite Etf (PCEF) | 0.0 | $310k | 16k | 19.71 | |
| PNC Financial Services (PNC) | 0.0 | $291k | 1.6k | 184.85 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $286k | 24k | 11.97 | |
| Cigna Corp (CI) | 0.0 | $284k | 821.00 | 346.44 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $283k | 3.0k | 95.75 | |
| Consolidated Edison (ED) | 0.0 | $282k | 2.7k | 104.13 | |
| Etfis Ser Tr I virtus infrcap (PFFA) | 0.0 | $274k | 12k | 22.83 | |
| Qualcomm (QCOM) | 0.0 | $272k | 1.6k | 170.05 | |
| Intel Corporation (INTC) | 0.0 | $262k | 11k | 23.46 | |
| Enbridge (ENB) | 0.0 | $256k | 6.3k | 40.67 | |
| BP (BP) | 0.0 | $239k | 7.6k | 31.39 | |
| Ball Corporation (BALL) | 0.0 | $238k | 3.5k | 67.91 | |
| Ge Vernova (GEV) | 0.0 | $228k | 893.00 | 254.98 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $227k | 1.1k | 206.57 | |
| Hershey Company (HSY) | 0.0 | $223k | 1.2k | 191.78 | |
| PPL Corporation (PPL) | 0.0 | $219k | 6.6k | 33.08 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $219k | 415.00 | 527.67 | |
| Alps Etf Tr barrons 400 etf (BFOR) | 0.0 | $215k | 3.0k | 71.72 | |
| Devon Energy Corporation (DVN) | 0.0 | $214k | 5.5k | 39.12 | |
| Albemarle Corporation (ALB) | 0.0 | $213k | 2.3k | 94.71 | |
| Carrier Global Corporation (CARR) | 0.0 | $201k | 2.5k | 80.49 | |
| New Residential Investment (RITM) | 0.0 | $200k | 18k | 11.35 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $167k | 16k | 10.46 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $141k | 11k | 13.39 | |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $138k | 11k | 13.10 | |
| Brookfield Real Assets Incom shs ben int (RA) | 0.0 | $137k | 10k | 13.70 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $134k | 12k | 11.66 | |
| Ready Cap Corp Com reit (RC) | 0.0 | $120k | 16k | 7.63 | |
| Eagle Pt Cr (ECC) | 0.0 | $104k | 11k | 9.86 | |
| Cherry Hill Mort (CHMI) | 0.0 | $102k | 28k | 3.63 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $101k | 11k | 8.96 | |
| Brightspire Capital (BRSP) | 0.0 | $67k | 12k | 5.60 | |
| Platinum Group Metals (PLG) | 0.0 | $19k | 13k | 1.43 |
