Hudson Valley Investment Advisors as of June 30, 2025
Portfolio Holdings for Hudson Valley Investment Advisors
Hudson Valley Investment Advisors holds 175 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.8 | $44M | 280k | 157.99 | |
| Microsoft Corporation (MSFT) | 4.7 | $43M | 86k | 497.41 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 4.5 | $41M | 1.2M | 33.58 | |
| Eli Lilly & Co. (LLY) | 4.1 | $37M | 48k | 779.53 | |
| Intuitive Surgical (ISRG) | 4.0 | $37M | 67k | 543.41 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 3.6 | $33M | 1.1M | 30.19 | |
| Orange County Ban (OBT) | 3.3 | $30M | 1.2M | 25.84 | |
| Apple (AAPL) | 2.9 | $27M | 129k | 205.17 | |
| Technology SPDR (XLK) | 2.6 | $23M | 92k | 253.23 | |
| Amazon (AMZN) | 2.4 | $22M | 100k | 219.39 | |
| Alphabet Inc Class C cs (GOOG) | 2.3 | $21M | 120k | 177.39 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $18M | 64k | 289.91 | |
| KLA-Tencor Corporation (KLAC) | 1.8 | $17M | 19k | 895.74 | |
| Broadcom (AVGO) | 1.8 | $16M | 58k | 275.65 | |
| Facebook Inc cl a (META) | 1.7 | $16M | 21k | 738.09 | |
| American Express Company (AXP) | 1.6 | $15M | 46k | 318.98 | |
| Visa (V) | 1.4 | $13M | 35k | 355.06 | |
| Spdr S&p 500 Etf (SPY) | 1.3 | $12M | 20k | 617.85 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $10M | 96k | 107.80 | |
| Marsh & McLennan Companies | 1.1 | $10M | 47k | 218.64 | |
| Financial Select Sector SPDR (XLF) | 1.1 | $10M | 195k | 52.37 | |
| AutoZone (AZO) | 1.1 | $10M | 2.7k | 3713.61 | |
| International Business Machines (IBM) | 1.1 | $10M | 34k | 294.78 | |
| salesforce (CRM) | 1.1 | $9.7M | 36k | 272.69 | |
| Abbvie (ABBV) | 1.0 | $9.5M | 51k | 185.62 | |
| Morgan Stanley (MS) | 1.0 | $9.4M | 67k | 140.86 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $9.4M | 24k | 386.90 | |
| Chart Industries (GTLS) | 1.0 | $9.2M | 56k | 164.65 | |
| United Rentals (URI) | 1.0 | $9.1M | 12k | 753.40 | |
| Chipotle Mexican Grill (CMG) | 1.0 | $9.0M | 161k | 56.15 | |
| Medtronic (MDT) | 1.0 | $8.9M | 103k | 87.17 | |
| Cisco Systems (CSCO) | 1.0 | $8.9M | 129k | 69.38 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $8.7M | 21k | 405.45 | |
| Home Depot (HD) | 0.9 | $8.2M | 22k | 366.63 | |
| Fluor Corporation (FLR) | 0.9 | $8.1M | 159k | 51.27 | |
| Ishares Tr fltg rate nt (FLOT) | 0.9 | $7.8M | 152k | 51.02 | |
| Danaher Corporation (DHR) | 0.8 | $7.7M | 39k | 197.54 | |
| Consumer Discretionary SPDR (XLY) | 0.8 | $7.6M | 35k | 217.33 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.8 | $7.3M | 68k | 108.53 | |
| Health Care SPDR (XLV) | 0.8 | $7.3M | 54k | 134.79 | |
| Ciena Corporation (CIEN) | 0.8 | $7.2M | 89k | 81.33 | |
| W.W. Grainger (GWW) | 0.8 | $7.2M | 6.9k | 1040.24 | |
| Industrial SPDR (XLI) | 0.7 | $6.3M | 42k | 147.52 | |
| Starbucks Corporation (SBUX) | 0.7 | $6.2M | 68k | 91.63 | |
| Goldman Sachs (GS) | 0.7 | $6.2M | 8.7k | 707.75 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $6.2M | 67k | 91.24 | |
| UnitedHealth (UNH) | 0.7 | $6.1M | 19k | 311.98 | |
| Sherwin-Williams Company (SHW) | 0.7 | $6.0M | 18k | 343.34 | |
| Netflix (NFLX) | 0.7 | $6.0M | 4.5k | 1339.13 | |
| Pepsi (PEP) | 0.6 | $5.7M | 43k | 132.04 | |
| Servicenow (NOW) | 0.6 | $5.6M | 5.5k | 1028.08 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.6 | $5.6M | 132k | 42.60 | |
| Amphenol Corporation (APH) | 0.6 | $5.5M | 56k | 98.75 | |
| Cbre Group Inc Cl A (CBRE) | 0.6 | $5.5M | 39k | 140.12 | |
| Quanta Services (PWR) | 0.6 | $5.2M | 14k | 378.08 | |
| CSX Corporation (CSX) | 0.6 | $5.2M | 159k | 32.63 | |
| MercadoLibre (MELI) | 0.6 | $5.1M | 1.9k | 2613.63 | |
| Duke Energy (DUK) | 0.5 | $5.0M | 42k | 118.00 | |
| Take-Two Interactive Software (TTWO) | 0.5 | $5.0M | 21k | 242.85 | |
| McDonald's Corporation (MCD) | 0.5 | $5.0M | 17k | 292.16 | |
| Baker Hughes A Ge Company (BKR) | 0.5 | $4.7M | 122k | 38.34 | |
| Blue Owl Capital (OWL) | 0.5 | $4.5M | 235k | 19.21 | |
| Prologis (PLD) | 0.5 | $4.5M | 43k | 105.12 | |
| Lincoln Electric Holdings (LECO) | 0.5 | $4.4M | 22k | 207.31 | |
| Mondelez Int (MDLZ) | 0.4 | $4.0M | 60k | 67.44 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.4 | $4.0M | 49k | 80.97 | |
| Nucor Corporation (NUE) | 0.4 | $3.9M | 30k | 129.54 | |
| Bank of America Corporation (BAC) | 0.4 | $3.9M | 82k | 47.32 | |
| Wal-Mart Stores (WMT) | 0.4 | $3.7M | 38k | 97.78 | |
| Nextera Energy (NEE) | 0.4 | $3.7M | 54k | 69.42 | |
| Trimble Navigation (TRMB) | 0.4 | $3.5M | 46k | 75.98 | |
| Oracle Corporation (ORCL) | 0.4 | $3.4M | 16k | 218.64 | |
| Schlumberger (SLB) | 0.4 | $3.3M | 96k | 33.80 | |
| Advanced Micro Devices (AMD) | 0.3 | $3.1M | 22k | 141.90 | |
| Chevron Corporation (CVX) | 0.3 | $3.1M | 22k | 143.19 | |
| Rockwell Automation (ROK) | 0.3 | $3.1M | 9.3k | 332.17 | |
| Procter & Gamble Company (PG) | 0.3 | $3.0M | 19k | 159.32 | |
| Weyerhaeuser Company (WY) | 0.3 | $2.9M | 115k | 25.69 | |
| ResMed (RMD) | 0.3 | $2.8M | 11k | 258.00 | |
| SPDR DJ Wilshire Large Cap (SPYM) | 0.3 | $2.7M | 38k | 72.69 | |
| Energy Select Sector SPDR (XLE) | 0.3 | $2.6M | 31k | 84.81 | |
| Automatic Data Processing (ADP) | 0.3 | $2.6M | 8.3k | 308.40 | |
| Webster Financial Corporation (WBS) | 0.3 | $2.5M | 46k | 54.60 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $2.4M | 4.3k | 566.48 | |
| Generac Holdings (GNRC) | 0.2 | $2.2M | 15k | 143.21 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.9M | 12k | 149.58 | |
| Southern Company (SO) | 0.2 | $1.9M | 20k | 91.83 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | 1.8k | 989.94 | |
| Utilities SPDR (XLU) | 0.2 | $1.7M | 21k | 81.66 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.7M | 11k | 152.75 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $1.6M | 2.8k | 551.64 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | 9.7k | 146.02 | |
| Abbott Laboratories (ABT) | 0.2 | $1.4M | 10k | 136.01 | |
| Emerson Electric (EMR) | 0.2 | $1.4M | 11k | 133.32 | |
| ConocoPhillips (COP) | 0.1 | $1.3M | 15k | 89.74 | |
| SPDR DJ Wilshire Mid Cap (SPMD) | 0.1 | $1.3M | 23k | 54.38 | |
| Real Estate Select Sect Spdr (XLRE) | 0.1 | $1.2M | 29k | 41.42 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $1.2M | 11k | 106.34 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.2M | 6.7k | 176.23 | |
| Materials SPDR (XLB) | 0.1 | $1.1M | 13k | 87.81 | |
| Caterpillar (CAT) | 0.1 | $1.0M | 2.6k | 388.21 | |
| At&t (T) | 0.1 | $996k | 34k | 28.94 | |
| General Electric (GE) | 0.1 | $982k | 3.8k | 257.39 | |
| Verizon Communications (VZ) | 0.1 | $959k | 22k | 43.27 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $935k | 1.9k | 499.98 | |
| Csw Industrials (CSW) | 0.1 | $921k | 3.2k | 286.83 | |
| Merck & Co (MRK) | 0.1 | $886k | 11k | 79.16 | |
| iShares Dow Jones US Technology (IYW) | 0.1 | $776k | 4.5k | 173.27 | |
| Capital One Financial (COF) | 0.1 | $747k | 3.5k | 212.76 | |
| American Tower Reit (AMT) | 0.1 | $729k | 3.3k | 221.02 | |
| Commercial Metals Company (CMC) | 0.1 | $715k | 15k | 48.91 | |
| Pfizer (PFE) | 0.1 | $713k | 29k | 24.24 | |
| SYSCO Corporation (SYY) | 0.1 | $693k | 9.1k | 75.74 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $660k | 1.4k | 463.27 | |
| Suno (SUN) | 0.1 | $645k | 12k | 53.59 | |
| Boeing Company (BA) | 0.1 | $642k | 3.1k | 209.53 | |
| MasterCard Incorporated (MA) | 0.1 | $609k | 1.1k | 561.94 | |
| CVS Caremark Corporation (CVS) | 0.1 | $532k | 7.7k | 68.98 | |
| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.1 | $506k | 9.7k | 52.14 | |
| Corning Incorporated (GLW) | 0.1 | $506k | 9.6k | 52.59 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.1 | $500k | 9.9k | 50.68 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $484k | 5.1k | 95.32 | |
| iShares S&P 500 Index (IVV) | 0.1 | $481k | 775.00 | 620.90 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $466k | 4.3k | 109.29 | |
| Ge Vernova (GEV) | 0.0 | $450k | 850.00 | 529.15 | |
| Chubb (CB) | 0.0 | $439k | 1.5k | 289.70 | |
| Walt Disney Company (DIS) | 0.0 | $438k | 3.5k | 124.01 | |
| Extra Space Storage (EXR) | 0.0 | $415k | 2.8k | 147.44 | |
| Digital Realty Trust (DLR) | 0.0 | $397k | 2.3k | 174.33 | |
| Balchem Corporation (BCPC) | 0.0 | $397k | 2.5k | 159.20 | |
| Norfolk Southern (NSC) | 0.0 | $384k | 1.5k | 255.97 | |
| Hubbell (HUBB) | 0.0 | $368k | 900.00 | 408.41 | |
| Nuveen Muni Value Fund (NUV) | 0.0 | $358k | 41k | 8.69 | |
| Oshkosh Corporation (OSK) | 0.0 | $356k | 3.1k | 113.54 | |
| Amgen (AMGN) | 0.0 | $354k | 1.3k | 279.21 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $349k | 6.7k | 52.34 | |
| Illinois Tool Works (ITW) | 0.0 | $342k | 1.4k | 247.25 | |
| AFLAC Incorporated (AFL) | 0.0 | $340k | 3.2k | 105.46 | |
| 3M Company (MMM) | 0.0 | $335k | 2.2k | 152.24 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $325k | 3.0k | 110.10 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $318k | 3.5k | 91.11 | |
| Coca-Cola Company (KO) | 0.0 | $312k | 4.4k | 70.75 | |
| Invesco Cef Income Composite Etf (PCEF) | 0.0 | $307k | 16k | 19.54 | |
| Honeywell International (HON) | 0.0 | $295k | 1.3k | 232.88 | |
| PNC Financial Services (PNC) | 0.0 | $294k | 1.6k | 186.42 | |
| Bristol Myers Squibb (BMY) | 0.0 | $277k | 6.0k | 46.29 | |
| Enbridge (ENB) | 0.0 | $277k | 6.1k | 45.26 | |
| Cigna Corp (CI) | 0.0 | $268k | 811.00 | 330.58 | |
| Phillips 66 (PSX) | 0.0 | $265k | 2.2k | 119.30 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $261k | 24k | 10.92 | |
| Qualcomm (QCOM) | 0.0 | $255k | 1.6k | 159.26 | |
| Cardinal Health (CAH) | 0.0 | $252k | 1.5k | 168.00 | |
| Etfis Ser Tr I virtus infrcap (PFFA) | 0.0 | $250k | 12k | 20.83 | |
| Tesla Motors (TSLA) | 0.0 | $250k | 786.00 | 317.66 | |
| Consolidated Edison (ED) | 0.0 | $246k | 2.5k | 100.35 | |
| Alps Etf Tr barrons 400 etf (BFOR) | 0.0 | $231k | 3.0k | 77.01 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $228k | 1.1k | 207.62 | |
| PPL Corporation (PPL) | 0.0 | $225k | 6.6k | 33.89 | |
| BP (BP) | 0.0 | $214k | 7.1k | 29.93 | |
| Devon Energy Corporation (DVN) | 0.0 | $210k | 6.6k | 31.81 | |
| New Residential Investment (RITM) | 0.0 | $199k | 18k | 11.29 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $147k | 16k | 9.19 | |
| Mach Natural Resources (MNR) | 0.0 | $144k | 10k | 14.44 | |
| Brookfield Real Assets Incom shs ben int (RA) | 0.0 | $134k | 10k | 13.37 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $125k | 11k | 11.93 | |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $125k | 11k | 11.92 | |
| Walgreen Boots Alliance | 0.0 | $120k | 11k | 11.48 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $119k | 12k | 10.37 | |
| Open Lending Corp (LPRO) | 0.0 | $113k | 58k | 1.94 | |
| Pangaea Logistics Solution L (PANL) | 0.0 | $108k | 23k | 4.70 | |
| Amcor | 0.0 | $101k | 11k | 9.19 | |
| Eagle Pt Cr (ECC) | 0.0 | $80k | 11k | 7.66 | |
| Ready Cap Corp Com reit (RC) | 0.0 | $69k | 16k | 4.37 | |
| Brightspire Capital (BRSP) | 0.0 | $61k | 12k | 5.05 | |
| Platinum Group Metals (PLG) | 0.0 | $20k | 13k | 1.53 |
