Hudson Valley Investment Advisors as of March 31, 2025
Portfolio Holdings for Hudson Valley Investment Advisors
Hudson Valley Investment Advisors holds 169 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 5.0 | $42M | 1.3M | 33.24 | |
| Eli Lilly & Co. (LLY) | 4.8 | $40M | 48k | 825.91 | |
| Intuitive Surgical (ISRG) | 4.1 | $34M | 69k | 495.27 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 4.0 | $33M | 1.1M | 30.10 | |
| Microsoft Corporation (MSFT) | 4.0 | $33M | 88k | 375.39 | |
| NVIDIA Corporation (NVDA) | 3.7 | $31M | 289k | 108.38 | |
| Apple (AAPL) | 3.4 | $28M | 126k | 222.13 | |
| Orange County Ban (OBT) | 3.3 | $28M | 1.2M | 23.39 | |
| Amazon (AMZN) | 2.3 | $19M | 102k | 190.26 | |
| Technology SPDR (XLK) | 2.3 | $19M | 93k | 206.48 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $18M | 113k | 156.23 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $17M | 70k | 245.30 | |
| KLA-Tencor Corporation (KLAC) | 1.7 | $14M | 21k | 679.80 | |
| UnitedHealth (UNH) | 1.5 | $13M | 25k | 523.74 | |
| Visa (V) | 1.5 | $13M | 37k | 350.47 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $12M | 105k | 118.93 | |
| American Express Company (AXP) | 1.5 | $12M | 46k | 269.05 | |
| Spdr S&p 500 Etf (SPY) | 1.4 | $12M | 21k | 559.39 | |
| Facebook Inc cl a (META) | 1.4 | $12M | 21k | 576.36 | |
| Marsh & McLennan Companies (MMC) | 1.4 | $12M | 48k | 244.03 | |
| AutoZone (AZO) | 1.3 | $11M | 3.0k | 3814.07 | |
| salesforce (CRM) | 1.3 | $11M | 40k | 268.36 | |
| Adobe Systems Incorporated (ADBE) | 1.2 | $10M | 27k | 383.54 | |
| Abbvie (ABBV) | 1.2 | $10M | 49k | 209.52 | |
| Financial Select Sector SPDR (XLF) | 1.2 | $10M | 204k | 49.81 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $10M | 20k | 497.59 | |
| Broadcom (AVGO) | 1.2 | $9.9M | 59k | 167.43 | |
| Danaher Corporation (DHR) | 1.1 | $9.5M | 47k | 205.00 | |
| Medtronic (MDT) | 1.1 | $9.3M | 103k | 89.86 | |
| United Rentals (URI) | 1.1 | $9.2M | 15k | 626.74 | |
| Chipotle Mexican Grill (CMG) | 1.0 | $8.7M | 173k | 50.21 | |
| Home Depot (HD) | 1.0 | $8.5M | 23k | 366.48 | |
| Chart Industries (GTLS) | 1.0 | $8.4M | 58k | 144.36 | |
| Morgan Stanley (MS) | 1.0 | $8.0M | 69k | 116.67 | |
| Health Care SPDR (XLV) | 0.9 | $7.9M | 54k | 146.01 | |
| W.W. Grainger (GWW) | 0.9 | $7.9M | 8.0k | 987.83 | |
| Ishares Tr fltg rate nt (FLOT) | 0.9 | $7.7M | 151k | 51.05 | |
| International Business Machines (IBM) | 0.9 | $7.7M | 31k | 248.67 | |
| Cisco Systems (CSCO) | 0.9 | $7.4M | 119k | 61.71 | |
| Consumer Discretionary SPDR (XLY) | 0.9 | $7.1M | 36k | 197.46 | |
| Starbucks Corporation (SBUX) | 0.8 | $6.8M | 70k | 98.09 | |
| Fluor Corporation (FLR) | 0.8 | $6.8M | 189k | 35.82 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.8 | $6.8M | 70k | 96.45 | |
| CSX Corporation (CSX) | 0.8 | $6.7M | 229k | 29.43 | |
| Pepsi (PEP) | 0.8 | $6.3M | 42k | 149.94 | |
| Prologis (PLD) | 0.7 | $6.2M | 56k | 111.79 | |
| Industrial SPDR (XLI) | 0.7 | $6.2M | 47k | 131.07 | |
| Sherwin-Williams Company (SHW) | 0.7 | $6.2M | 18k | 349.17 | |
| Ciena Corporation (CIEN) | 0.7 | $5.9M | 98k | 60.43 | |
| Baker Hughes A Ge Company (BKR) | 0.7 | $5.7M | 129k | 43.95 | |
| McDonald's Corporation (MCD) | 0.6 | $5.4M | 17k | 312.36 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $4.9M | 62k | 78.28 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.6 | $4.8M | 119k | 40.76 | |
| Lincoln Electric Holdings (LECO) | 0.6 | $4.8M | 26k | 189.15 | |
| Goldman Sachs (GS) | 0.6 | $4.7M | 8.6k | 546.29 | |
| Cbre Group Inc Cl A (CBRE) | 0.5 | $4.5M | 34k | 130.78 | |
| Mondelez Int (MDLZ) | 0.5 | $4.2M | 61k | 67.85 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.5 | $4.0M | 49k | 81.67 | |
| Schlumberger (SLB) | 0.5 | $3.9M | 94k | 41.80 | |
| Amphenol Corporation (APH) | 0.5 | $3.9M | 60k | 65.59 | |
| Chevron Corporation (CVX) | 0.5 | $3.8M | 23k | 167.29 | |
| Nucor Corporation (NUE) | 0.4 | $3.7M | 31k | 120.34 | |
| Bank of America Corporation (BAC) | 0.4 | $3.7M | 89k | 41.73 | |
| Weyerhaeuser Company (WY) | 0.4 | $3.6M | 123k | 29.28 | |
| Blue Owl Capital (OWL) | 0.4 | $3.6M | 177k | 20.04 | |
| Wal-Mart Stores (WMT) | 0.4 | $3.4M | 39k | 87.79 | |
| Advanced Micro Devices (AMD) | 0.4 | $3.4M | 33k | 102.74 | |
| Energy Select Sector SPDR (XLE) | 0.4 | $3.2M | 34k | 93.45 | |
| Procter & Gamble Company (PG) | 0.4 | $3.2M | 19k | 170.42 | |
| Trimble Navigation (TRMB) | 0.3 | $2.8M | 42k | 65.65 | |
| Automatic Data Processing (ADP) | 0.3 | $2.5M | 8.3k | 305.53 | |
| ResMed (RMD) | 0.3 | $2.5M | 11k | 223.85 | |
| Quanta Services (PWR) | 0.3 | $2.4M | 9.5k | 254.18 | |
| Duke Energy (DUK) | 0.3 | $2.4M | 20k | 121.97 | |
| Webster Financial Corporation (WBS) | 0.3 | $2.4M | 46k | 51.55 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $2.4M | 4.4k | 533.48 | |
| Oracle Corporation (ORCL) | 0.3 | $2.3M | 17k | 139.81 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.2M | 13k | 165.84 | |
| Generac Holdings (GNRC) | 0.2 | $1.9M | 15k | 126.65 | |
| Southern Company (SO) | 0.2 | $1.9M | 20k | 91.95 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | 1.9k | 945.78 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.7M | 12k | 139.78 | |
| Utilities SPDR (XLU) | 0.2 | $1.7M | 22k | 78.85 | |
| ConocoPhillips (COP) | 0.2 | $1.7M | 16k | 105.02 | |
| Abbott Laboratories (ABT) | 0.2 | $1.4M | 10k | 132.65 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $1.3M | 2.8k | 468.92 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 9.8k | 132.46 | |
| Merck & Co (MRK) | 0.1 | $1.2M | 13k | 89.76 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $1.2M | 11k | 105.60 | |
| Emerson Electric (EMR) | 0.1 | $1.2M | 11k | 109.64 | |
| Materials SPDR (XLB) | 0.1 | $1.1M | 13k | 85.98 | |
| Real Estate Select Sect Spdr (XLRE) | 0.1 | $1.1M | 27k | 41.85 | |
| Verizon Communications (VZ) | 0.1 | $1.1M | 24k | 45.36 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.0M | 6.7k | 154.64 | |
| At&t (T) | 0.1 | $1.0M | 36k | 28.28 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $963k | 1.9k | 512.01 | |
| Csw Industrials (CSW) | 0.1 | $936k | 3.2k | 291.52 | |
| Pfizer (PFE) | 0.1 | $922k | 36k | 25.34 | |
| Nextera Energy (NEE) | 0.1 | $916k | 13k | 70.89 | |
| American Tower Reit (AMT) | 0.1 | $880k | 4.0k | 217.60 | |
| Caterpillar (CAT) | 0.1 | $869k | 2.6k | 329.80 | |
| SPDR DJ Wilshire Mid Cap (SPMD) | 0.1 | $834k | 16k | 51.18 | |
| J.M. Smucker Company (SJM) | 0.1 | $822k | 6.9k | 118.41 | |
| General Electric (GE) | 0.1 | $764k | 3.8k | 200.15 | |
| SYSCO Corporation (SYY) | 0.1 | $714k | 9.5k | 75.04 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $707k | 1.6k | 446.77 | |
| Suno (SUN) | 0.1 | $699k | 12k | 58.06 | |
| Commercial Metals Company (CMC) | 0.1 | $672k | 15k | 46.01 | |
| iShares Dow Jones US Technology (IYW) | 0.1 | $631k | 4.5k | 140.44 | |
| Capital One Financial (COF) | 0.1 | $628k | 3.5k | 179.30 | |
| Bristol Myers Squibb (BMY) | 0.1 | $623k | 10k | 60.99 | |
| MasterCard Incorporated (MA) | 0.1 | $594k | 1.1k | 548.12 | |
| CVS Caremark Corporation (CVS) | 0.1 | $568k | 8.4k | 67.75 | |
| Boeing Company (BA) | 0.1 | $549k | 3.2k | 170.55 | |
| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.1 | $529k | 10k | 52.65 | |
| Walt Disney Company (DIS) | 0.1 | $467k | 4.7k | 98.70 | |
| Chubb (CB) | 0.1 | $447k | 1.5k | 301.97 | |
| Balchem Corporation (BCPC) | 0.1 | $442k | 2.7k | 166.00 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $441k | 4.2k | 104.57 | |
| Corning Incorporated (GLW) | 0.1 | $440k | 9.6k | 45.78 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $437k | 5.4k | 80.37 | |
| iShares S&P 500 Index (IVV) | 0.1 | $436k | 775.00 | 561.90 | |
| Oshkosh Corporation (OSK) | 0.1 | $432k | 4.6k | 94.08 | |
| Nuveen Muni Value Fund (NUV) | 0.1 | $421k | 48k | 8.77 | |
| Extra Space Storage (EXR) | 0.0 | $418k | 2.8k | 148.49 | |
| Amgen (AMGN) | 0.0 | $389k | 1.3k | 311.55 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $376k | 7.4k | 51.07 | |
| AFLAC Incorporated (AFL) | 0.0 | $358k | 3.2k | 111.19 | |
| Norfolk Southern (NSC) | 0.0 | $355k | 1.5k | 236.85 | |
| Digital Realty Trust (DLR) | 0.0 | $352k | 2.5k | 143.29 | |
| Illinois Tool Works (ITW) | 0.0 | $344k | 1.4k | 248.01 | |
| 3M Company (MMM) | 0.0 | $323k | 2.2k | 146.86 | |
| Coca-Cola Company (KO) | 0.0 | $316k | 4.4k | 71.62 | |
| Comcast Corporation (CMCSA) | 0.0 | $313k | 8.5k | 36.90 | |
| Hubbell (HUBB) | 0.0 | $298k | 900.00 | 330.91 | |
| Invesco Cef Income Composite Etf (PCEF) | 0.0 | $296k | 16k | 18.85 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $293k | 3.5k | 83.87 | |
| PNC Financial Services (PNC) | 0.0 | $277k | 1.6k | 175.77 | |
| Enbridge (ENB) | 0.0 | $276k | 6.2k | 44.26 | |
| Phillips 66 (PSX) | 0.0 | $275k | 2.2k | 123.48 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $274k | 3.0k | 92.83 | |
| Consolidated Edison (ED) | 0.0 | $271k | 2.5k | 110.59 | |
| Honeywell International (HON) | 0.0 | $269k | 1.3k | 211.75 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $268k | 9.3k | 28.90 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $267k | 24k | 11.20 | |
| Cigna Corp (CI) | 0.0 | $267k | 811.00 | 329.00 | |
| Ge Vernova (GEV) | 0.0 | $260k | 850.00 | 305.28 | |
| Etfis Ser Tr I virtus infrcap (PFFA) | 0.0 | $255k | 12k | 21.21 | |
| Devon Energy Corporation (DVN) | 0.0 | $247k | 6.6k | 37.40 | |
| Qualcomm (QCOM) | 0.0 | $246k | 1.6k | 153.61 | |
| BP (BP) | 0.0 | $241k | 7.1k | 33.79 | |
| PPL Corporation (PPL) | 0.0 | $239k | 6.6k | 36.11 | |
| Arbor Realty Trust (ABR) | 0.0 | $235k | 20k | 11.75 | |
| Nike (NKE) | 0.0 | $212k | 3.3k | 63.48 | |
| Alps Etf Tr barrons 400 etf (BFOR) | 0.0 | $208k | 3.0k | 69.44 | |
| Cardinal Health (CAH) | 0.0 | $207k | 1.5k | 137.77 | |
| New Residential Investment (RITM) | 0.0 | $202k | 18k | 11.45 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $153k | 16k | 9.58 | |
| Brookfield Real Assets Incom shs ben int (RA) | 0.0 | $132k | 10k | 13.16 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $130k | 11k | 12.38 | |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $128k | 11k | 12.23 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $126k | 12k | 10.91 | |
| Walgreen Boots Alliance | 0.0 | $117k | 11k | 11.17 | |
| Pangaea Logistics Solution L (PANL) | 0.0 | $110k | 23k | 4.76 | |
| Amcor (AMCR) | 0.0 | $107k | 11k | 9.70 | |
| Eagle Pt Cr (ECC) | 0.0 | $85k | 11k | 8.10 | |
| Ready Cap Corp Com reit (RC) | 0.0 | $80k | 16k | 5.09 | |
| Brightspire Capital (BRSP) | 0.0 | $67k | 12k | 5.56 | |
| Platinum Group Metals (PLG) | 0.0 | $16k | 13k | 1.24 |
