Hudson Valley Investment Advisors

Hudson Valley Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Hudson Valley Investment Advisors

Hudson Valley Investment Advisors holds 177 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 4.6 $41M 1.2M 32.76
NVIDIA Corporation (NVDA) 4.5 $40M 299k 134.29
Eli Lilly & Co. (LLY) 4.2 $37M 48k 772.00
Microsoft Corporation (MSFT) 4.2 $37M 88k 421.50
Intuitive Surgical (ISRG) 4.2 $37M 70k 521.96
Orange County Ban (OBT) 3.8 $34M 602k 55.57
Apple (AAPL) 3.6 $32M 128k 250.42
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 3.5 $31M 1.0M 29.86
Alphabet Inc Class C cs (GOOG) 2.4 $22M 114k 190.44
Technology SPDR (XLK) 2.4 $21M 91k 232.52
Amazon (AMZN) 2.4 $21M 96k 219.39
JPMorgan Chase & Co. (JPM) 2.0 $17M 73k 239.71
Broadcom (AVGO) 1.6 $15M 62k 231.84
American Express Company (AXP) 1.5 $14M 46k 296.79
Spdr S&p 500 Etf (SPY) 1.5 $14M 23k 586.08
KLA-Tencor Corporation (KLAC) 1.5 $13M 21k 630.12
UnitedHealth (UNH) 1.5 $13M 26k 505.89
salesforce (CRM) 1.4 $12M 37k 334.33
Visa (V) 1.4 $12M 38k 316.05
Exxon Mobil Corporation (XOM) 1.3 $11M 104k 107.57
Adobe Systems Incorporated (ADBE) 1.3 $11M 25k 444.70
Chart Industries (GTLS) 1.2 $11M 57k 190.84
Danaher Corporation (DHR) 1.2 $11M 47k 229.55
Advanced Micro Devices (AMD) 1.2 $11M 89k 120.79
Marsh & McLennan Companies (MMC) 1.2 $11M 50k 212.41
Thermo Fisher Scientific (TMO) 1.2 $11M 20k 520.24
Financial Select Sector SPDR (XLF) 1.2 $10M 212k 48.33
Home Depot (HD) 1.1 $9.8M 25k 389.00
United Rentals (URI) 1.1 $9.5M 14k 704.49
Abbvie (ABBV) 1.1 $9.5M 54k 177.70
Chipotle Mexican Grill (CMG) 1.0 $9.1M 152k 60.30
Morgan Stanley (MS) 1.0 $8.7M 69k 125.72
AutoZone (AZO) 1.0 $8.6M 2.7k 3204.39
Ciena Corporation (CIEN) 1.0 $8.4M 99k 84.81
Medtronic (MDT) 0.9 $8.3M 103k 79.88
CSX Corporation (CSX) 0.9 $8.3M 256k 32.27
Consumer Discretionary SPDR (XLY) 0.9 $8.2M 37k 224.35
Facebook Inc cl a (META) 0.9 $8.1M 14k 585.51
Fluor Corporation (FLR) 0.9 $7.9M 160k 49.32
Health Care SPDR (XLV) 0.9 $7.9M 57k 137.57
W.W. Grainger (GWW) 0.9 $7.9M 7.4k 1054.19
Ishares Tr fltg rate nt (FLOT) 0.8 $7.4M 146k 50.88
Cisco Systems (CSCO) 0.8 $7.0M 118k 59.20
Select Sector Spdr Tr Communic etfeqty (XLC) 0.8 $7.0M 72k 96.81
Sherwin-Williams Company (SHW) 0.7 $6.6M 19k 339.95
Industrial SPDR (XLI) 0.7 $6.6M 50k 131.76
Pepsi (PEP) 0.7 $6.3M 42k 152.06
Prologis (PLD) 0.7 $6.1M 58k 105.70
Starbucks Corporation (SBUX) 0.7 $5.9M 65k 91.25
Baker Hughes A Ge Company (BKR) 0.6 $5.5M 135k 41.02
AES Corporation (AES) 0.6 $5.2M 406k 12.87
McDonald's Corporation (MCD) 0.6 $5.1M 17k 289.91
Spdr Ser Tr spdr russel 2000 (SPSM) 0.5 $4.8M 108k 44.92
Lincoln Electric Holdings (LECO) 0.5 $4.7M 25k 187.48
Goldman Sachs (GS) 0.5 $4.4M 7.7k 572.62
Charles Schwab Corporation (SCHW) 0.5 $4.3M 58k 74.01
Bank of America Corporation (BAC) 0.5 $4.2M 97k 43.95
Pfizer (PFE) 0.5 $4.1M 156k 26.53
Nucor Corporation (NUE) 0.4 $3.9M 33k 116.71
Blue Owl Capital (OWL) 0.4 $3.8M 165k 23.26
Consumer Staples Select Sect. SPDR (XLP) 0.4 $3.8M 49k 78.61
Mondelez Int (MDLZ) 0.4 $3.7M 62k 59.73
Wal-Mart Stores (WMT) 0.4 $3.5M 39k 90.35
Schlumberger (SLB) 0.4 $3.5M 91k 38.34
Generac Holdings (GNRC) 0.4 $3.5M 23k 155.05
Chevron Corporation (CVX) 0.4 $3.3M 23k 144.85
Weyerhaeuser Company (WY) 0.4 $3.3M 118k 28.15
Energy Select Sector SPDR (XLE) 0.4 $3.3M 38k 85.66
Procter & Gamble Company (PG) 0.4 $3.2M 19k 167.65
Oracle Corporation (ORCL) 0.3 $3.0M 18k 166.64
International Business Machines (IBM) 0.3 $2.9M 13k 219.85
Automatic Data Processing (ADP) 0.3 $2.7M 9.4k 292.73
SPDR S&P MidCap 400 ETF (MDY) 0.3 $2.6M 4.5k 569.58
Webster Financial Corporation (WBS) 0.3 $2.6M 46k 55.22
ResMed (RMD) 0.3 $2.5M 11k 228.69
Illumina (ILMN) 0.3 $2.3M 17k 133.63
Blackstone Group Inc Com Cl A (BX) 0.2 $2.1M 12k 172.42
Johnson & Johnson (JNJ) 0.2 $1.9M 13k 144.62
Costco Wholesale Corporation (COST) 0.2 $1.8M 2.0k 916.27
ConocoPhillips (COP) 0.2 $1.8M 18k 99.17
Duke Energy (DUK) 0.2 $1.8M 16k 107.75
Utilities SPDR (XLU) 0.2 $1.7M 22k 75.69
Southern Company (SO) 0.2 $1.7M 20k 82.32
Alphabet Inc Class A cs (GOOGL) 0.2 $1.6M 8.7k 189.30
Invesco Qqq Trust Series 1 (QQQ) 0.2 $1.6M 3.1k 511.23
Merck & Co (MRK) 0.2 $1.5M 15k 99.48
Cbre Group Inc Cl A (CBRE) 0.2 $1.5M 12k 131.29
Lennar Corporation (LEN) 0.2 $1.4M 10k 136.37
Emerson Electric (EMR) 0.1 $1.3M 11k 123.94
Abbott Laboratories (ABT) 0.1 $1.2M 11k 113.11
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.1 $1.2M 11k 105.48
Raytheon Technologies Corp (RTX) 0.1 $1.1M 9.9k 115.72
Csw Industrials (CSW) 0.1 $1.1M 3.2k 352.80
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.1 $1.1M 22k 51.70
Materials SPDR (XLB) 0.1 $1.1M 13k 84.14
American Tower Reit (AMT) 0.1 $1.1M 5.8k 183.41
Verizon Communications (VZ) 0.1 $1.1M 27k 39.99
Northrop Grumman Corporation (NOC) 0.1 $1.0M 2.2k 469.29
Real Estate Select Sect Spdr (XLRE) 0.1 $981k 24k 40.67
Caterpillar (CAT) 0.1 $959k 2.6k 362.76
Lockheed Martin Corporation (LMT) 0.1 $883k 1.8k 486.20
At&t (T) 0.1 $840k 37k 22.77
SPDR DJ Wilshire Mid Cap (SPMD) 0.1 $776k 14k 54.69
SYSCO Corporation (SYY) 0.1 $771k 10k 76.46
J.M. Smucker Company (SJM) 0.1 $764k 6.9k 110.12
iShares Dow Jones US Technology (IYW) 0.1 $740k 4.6k 159.52
Commercial Metals Company (CMC) 0.1 $725k 15k 49.60
Boeing Company (BA) 0.1 $649k 3.7k 177.00
General Electric (GE) 0.1 $636k 3.8k 166.79
Capital One Financial (COF) 0.1 $624k 3.5k 178.32
Suno (SUN) 0.1 $619k 12k 51.44
Walt Disney Company (DIS) 0.1 $603k 5.4k 111.35
Bristol Myers Squibb (BMY) 0.1 $596k 11k 56.56
MasterCard Incorporated (MA) 0.1 $571k 1.1k 526.57
Tesla Motors (TSLA) 0.1 $557k 1.4k 403.84
iShares S&P AMT-Fr Mncpl Bnd (NYF) 0.1 $535k 10k 53.22
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $503k 5.7k 87.90
Balchem Corporation (BCPC) 0.1 $486k 3.0k 163.00
iShares S&P SmallCap 600 Index (IJR) 0.1 $486k 4.2k 115.22
Chubb (CB) 0.1 $476k 1.7k 276.45
Corning Incorporated (GLW) 0.1 $457k 9.6k 47.52
iShares S&P 500 Index (IVV) 0.1 $456k 775.00 588.68
Illinois Tool Works (ITW) 0.1 $451k 1.8k 253.56
Digital Realty Trust (DLR) 0.0 $441k 2.5k 177.33
Oshkosh Corporation (OSK) 0.0 $438k 4.6k 95.07
Comcast Corporation (CMCSA) 0.0 $431k 12k 37.53
Extra Space Storage (EXR) 0.0 $421k 2.8k 149.60
Nuveen Muni Value Fund (NUV) 0.0 $412k 48k 8.59
Honeywell International (HON) 0.0 $406k 1.8k 225.89
SPDR DJ Wilshire Large Cap Value (SPYV) 0.0 $397k 7.8k 51.14
CVS Caremark Corporation (CVS) 0.0 $391k 8.7k 44.89
Nextera Energy (NEE) 0.0 $384k 5.4k 71.69
Hubbell (HUBB) 0.0 $377k 900.00 418.89
AFLAC Incorporated (AFL) 0.0 $375k 3.6k 103.44
Norfolk Southern (NSC) 0.0 $352k 1.5k 234.70
3M Company (MMM) 0.0 $348k 2.7k 129.09
Nike (NKE) 0.0 $336k 4.4k 75.67
Amgen (AMGN) 0.0 $326k 1.3k 260.64
PNC Financial Services (PNC) 0.0 $304k 1.6k 192.85
Invesco Cef Income Composite Etf (PCEF) 0.0 $301k 16k 19.16
iShares S&P 500 Growth Index (IVW) 0.0 $300k 3.0k 101.53
Bank of New York Mellon Corporation (BK) 0.0 $296k 3.9k 76.83
Ge Vernova (GEV) 0.0 $292k 887.00 328.93
Phillips 66 (PSX) 0.0 $285k 2.5k 113.93
Arbor Realty Trust (ABR) 0.0 $277k 20k 13.85
Coca-Cola Company (KO) 0.0 $275k 4.4k 62.26
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $269k 24k 11.28
Enbridge (ENB) 0.0 $265k 6.2k 42.43
Etfis Ser Tr I virtus infrcap (PFFA) 0.0 $263k 12k 21.90
Xpo Logistics Inc equity (XPO) 0.0 $262k 2.0k 131.15
Cabot Oil & Gas Corporation (CTRA) 0.0 $258k 10k 25.54
Qualcomm (QCOM) 0.0 $246k 1.6k 153.62
Consolidated Edison (ED) 0.0 $242k 2.7k 89.23
Trade Desk (TTD) 0.0 $235k 2.0k 117.53
BP (BP) 0.0 $225k 7.6k 29.56
Cigna Corp (CI) 0.0 $224k 811.00 276.14
Vanguard S&p 500 Etf idx (VOO) 0.0 $224k 415.00 538.81
Servicenow (NOW) 0.0 $223k 210.00 1060.12
Alps Etf Tr barrons 400 etf (BFOR) 0.0 $218k 3.0k 72.77
Devon Energy Corporation (DVN) 0.0 $216k 6.6k 32.73
Dow (DOW) 0.0 $215k 5.4k 40.13
PPL Corporation (PPL) 0.0 $215k 6.6k 32.46
Texas Instruments Incorporated (TXN) 0.0 $206k 1.1k 187.51
Wells Fargo & Company (WFC) 0.0 $205k 2.9k 70.24
New Residential Investment (RITM) 0.0 $191k 18k 10.83
Agnc Invt Corp Com reit (AGNC) 0.0 $147k 16k 9.21
Brookfield Real Assets Incom shs ben int (RA) 0.0 $133k 10k 13.32
Nuveen Insd Dividend Advantage (NVG) 0.0 $129k 11k 12.26
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) 0.0 $128k 11k 12.17
Nuveen Mun High Income Opp F (NMZ) 0.0 $124k 12k 10.81
Pangaea Logistics Solution L (PANL) 0.0 $123k 23k 5.36
Ready Cap Corp Com reit (RC) 0.0 $107k 16k 6.82
Walgreen Boots Alliance 0.0 $105k 11k 9.33
Amcor (AMCR) 0.0 $104k 11k 9.41
Eagle Pt Cr (ECC) 0.0 $93k 11k 8.88
Brightspire Capital (BRSP) 0.0 $68k 12k 5.64
Platinum Group Metals (PLG) 0.0 $17k 13k 1.28