S&P 500   5,098.57 (-0.63%)
DOW   38,816.90 (-0.44%)
QQQ   438.58 (-1.23%)
AAPL   170.43 (-2.67%)
MSFT   406.75 (-1.97%)
META   493.74 (-0.89%)
GOOGL   132.07 (-0.96%)
AMZN   175.79 (-1.01%)
TSLA   183.57 (-2.43%)
NVDA   853.79 (+0.17%)
NIO   5.38 (+0.94%)
AMD   203.78 (-0.77%)
BABA   72.16 (+0.22%)
T   17.19 (+2.32%)
F   12.69 (-0.39%)
MU   94.96 (-0.85%)
CGC   2.92 (-3.31%)
GE   162.06 (+0.65%)
DIS   113.13 (-0.49%)
AMC   4.28 (-0.93%)
PFE   25.72 (-0.66%)
PYPL   59.90 (-0.13%)
XOM   105.30 (+0.90%)
S&P 500   5,098.57 (-0.63%)
DOW   38,816.90 (-0.44%)
QQQ   438.58 (-1.23%)
AAPL   170.43 (-2.67%)
MSFT   406.75 (-1.97%)
META   493.74 (-0.89%)
GOOGL   132.07 (-0.96%)
AMZN   175.79 (-1.01%)
TSLA   183.57 (-2.43%)
NVDA   853.79 (+0.17%)
NIO   5.38 (+0.94%)
AMD   203.78 (-0.77%)
BABA   72.16 (+0.22%)
T   17.19 (+2.32%)
F   12.69 (-0.39%)
MU   94.96 (-0.85%)
CGC   2.92 (-3.31%)
GE   162.06 (+0.65%)
DIS   113.13 (-0.49%)
AMC   4.28 (-0.93%)
PFE   25.72 (-0.66%)
PYPL   59.90 (-0.13%)
XOM   105.30 (+0.90%)
S&P 500   5,098.57 (-0.63%)
DOW   38,816.90 (-0.44%)
QQQ   438.58 (-1.23%)
AAPL   170.43 (-2.67%)
MSFT   406.75 (-1.97%)
META   493.74 (-0.89%)
GOOGL   132.07 (-0.96%)
AMZN   175.79 (-1.01%)
TSLA   183.57 (-2.43%)
NVDA   853.79 (+0.17%)
NIO   5.38 (+0.94%)
AMD   203.78 (-0.77%)
BABA   72.16 (+0.22%)
T   17.19 (+2.32%)
F   12.69 (-0.39%)
MU   94.96 (-0.85%)
CGC   2.92 (-3.31%)
GE   162.06 (+0.65%)
DIS   113.13 (-0.49%)
AMC   4.28 (-0.93%)
PFE   25.72 (-0.66%)
PYPL   59.90 (-0.13%)
XOM   105.30 (+0.90%)
S&P 500   5,098.57 (-0.63%)
DOW   38,816.90 (-0.44%)
QQQ   438.58 (-1.23%)
AAPL   170.43 (-2.67%)
MSFT   406.75 (-1.97%)
META   493.74 (-0.89%)
GOOGL   132.07 (-0.96%)
AMZN   175.79 (-1.01%)
TSLA   183.57 (-2.43%)
NVDA   853.79 (+0.17%)
NIO   5.38 (+0.94%)
AMD   203.78 (-0.77%)
BABA   72.16 (+0.22%)
T   17.19 (+2.32%)
F   12.69 (-0.39%)
MU   94.96 (-0.85%)
CGC   2.92 (-3.31%)
GE   162.06 (+0.65%)
DIS   113.13 (-0.49%)
AMC   4.28 (-0.93%)
PFE   25.72 (-0.66%)
PYPL   59.90 (-0.13%)
XOM   105.30 (+0.90%)

Hudson Valley Investment Advisors Inc /Adv Top Holdings and 13F Report (2024)

About Hudson Valley Investment Advisors Inc /Adv

Investment Activity

  • Hudson Valley Investment Advisors Inc /Adv has $730.24 million in total holdings as of December 31, 2023.
  • Hudson Valley Investment Advisors Inc /Adv owns shares of 182 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 2.63% of the portfolio was purchased this quarter.
  • About 9.75% of the portfolio was sold this quarter.
  • This quarter, Hudson Valley Investment Advisors Inc /Adv has purchased 185 new stocks and bought additional shares in 33 stocks.
  • Hudson Valley Investment Advisors Inc /Adv sold shares of 111 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Microsoft
$35,686,967
Apple
$24,567,986

Largest New Holdings this Quarter

Novo Nordisk A/S
$267,490 Holding
Cardinal Health
$205,082 Holding
Ball
$200,095 Holding

Largest Purchases this Quarter

Weyerhaeuser
118,414 shares (about $3.82M)
Webster Financial
73,924 shares (about $3.39M)
McDonald's
7,030 shares (about $2.05M)

Largest Sales this Quarter

iShares 1-3 Year Treasury Bond ETF
46,372 shares (about $3.80M)
Microsoft
8,812 shares (about $3.30M)
Bank of America
96,275 shares (about $3.29M)
NVIDIA
5,226 shares (about $2.73M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHudson Valley Investment Advisors Inc /Adv

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$35,686,967$3,301,768 -8.5%95,2444.9%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$31,483,049$934,663 -2.9%50,2904.3%Medical
Orange County Bancorp, Inc. stock logo
OBT
Orange County Bancorp
$31,236,237$424,148 -1.3%598,5104.3%Finance
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$27,386,298$3,425,605 14.3%838,7843.8%ETF
Apple Inc. stock logo
AAPL
Apple
$24,567,986$2,365,522 -8.8%132,3993.4%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$23,552,953$10,852 0.0%71,6203.2%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$20,463,842$2,730,742 -11.8%39,1632.8%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$17,844,046$295,189 -1.6%94,5432.4%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$14,548,064$3,800,649 -20.7%177,5022.0%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$14,534,625$904,113 -5.9%30,6252.0%Finance
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$14,508,094$1,815,330 14.3%487,8312.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$14,402,077$1,654,179 -10.3%102,4842.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$14,292,954$636,473 -4.3%83,0892.0%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$14,239,067$2,870,592 -16.8%278,5421.9%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$11,475,556$2,323,503 -16.8%32,9821.6%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,365,148$396,010 -3.4%76,2251.6%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$10,610,511$827,341 -7.2%105,1381.5%Oils/Energy
Adobe Inc. stock logo
ADBE
Adobe
$10,568,332$1,148,328 -9.8%18,2041.4%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$10,113,814$788,230 -7.2%18,6821.4%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$9,659,727$822,504 -7.8%18,0041.3%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$9,566,458$1,345,148 -12.3%65,4431.3%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$9,186,462$465,054 -4.8%106,1161.3%Medical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$9,181,978$169,824 1.9%65,4221.3%ETF
Weyerhaeuser stock logo
WY
Weyerhaeuser
$8,014,823$3,821,999 91.2%248,3171.1%Construction
Danaher Co. stock logo
DHR
Danaher
$7,985,240$89,482 -1.1%34,0001.1%Multi-Sector Conglomerates
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$7,935,497$563,112 -6.6%41,4171.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$7,771,079$232,459 3.1%48,1391.1%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$7,766,833$160,152 -2.0%7,2261.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$7,612,085$247,575 -3.1%28,9941.0%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$7,582,526$458,456 -5.7%44,8381.0%Consumer Staples
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$7,421,574$95,355 1.3%195,3561.0%ETF
CSX Co. stock logo
CSX
CSX
$7,396,681$525,520 -6.6%213,2221.0%Transportation
American Express stock logo
AXP
American Express
$7,289,694$40,680 -0.6%38,5271.0%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$7,180,069$293,592 -3.9%13,0351.0%Construction
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$7,083,956$295,277 -4.0%139,7231.0%ETF
KLA Co. stock logo
KLAC
KLA
$6,940,647$1,425,020 -17.0%12,3421.0%Computer and Technology
Webster Financial Co. stock logo
WBS
Webster Financial
$6,835,668$3,385,547 98.1%149,2580.9%Finance
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$6,203,939$37,745 0.6%35,3380.8%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$6,111,923$860,349 -12.3%23,4290.8%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,093,080$455,501 -7.0%120,7510.8%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$6,048,094$116,980 -1.9%64,6790.8%Finance
Starbucks Co. stock logo
SBUX
Starbucks
$6,004,358$537,262 -8.2%63,7470.8%Retail/Wholesale
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$5,718,449$53,673 -0.9%2,5570.8%Retail/Wholesale
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$5,698,737$20,301 0.4%50,8090.8%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$5,584,449$179,023 -3.1%76,3320.8%ETF
Prologis, Inc. stock logo
PLD
Prologis
$5,403,373$298,168 -5.2%40,5750.7%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$5,391,358$534,254 -9.0%18,0030.7%Construction
Chart Industries, Inc. stock logo
GTLS
Chart Industries
$5,227,797$385,625 8.0%39,2330.7%Industrial Products
Nucor Co. stock logo
NUE
Nucor
$4,991,266$518,941 -9.4%28,8930.7%Basic Materials
McDonald's Co. stock logo
MCD
McDonald's
$4,846,871$2,052,003 73.4%16,6050.7%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$4,812,685$3,288,744 -40.6%140,8870.7%Finance
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$4,766,661$175,498 -3.6%22,4620.7%Industrial Products
Fluor Co. stock logo
FLR
Fluor
$4,684,592$87,363 1.9%122,4730.6%Construction
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,599,814$430,392 -8.6%12,8250.6%Computer and Technology
AutoZone, Inc. stock logo
AZO
AutoZone
$4,145,028$148,128 -3.5%1,6230.6%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$4,002,262$117,507 -2.9%26,7710.5%Oils/Energy
Baker Hughes stock logo
BKR
Baker Hughes
$3,879,954$402,548 -9.4%119,6040.5%Oils/Energy
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$3,877,957$507,862 15.1%52,6110.5%Consumer Staples
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$3,875,170$69,890 -1.8%4,7130.5%Industrial Products
Schlumberger Limited stock logo
SLB
Schlumberger
$3,752,765$192,474 5.4%74,5780.5%Oils/Energy
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$3,728,882$99,127 -2.6%90,2440.5%ETF
The AES Co. stock logo
AES
AES
$3,714,023$998,488 36.8%194,7570.5%Utilities
Pfizer Inc. stock logo
PFE
Pfizer
$3,700,643$205,315 -5.3%125,1060.5%Medical
Lennar Co. stock logo
LEN
Lennar
$3,659,439$123,778 -3.3%24,5090.5%Construction
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$3,632,295$106,634 3.0%50,0730.5%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,404,359$614,962 -15.3%6,7870.5%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,295,353$38,084 -1.1%39,3710.5%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,218,902$91,297 -2.8%21,6480.4%Consumer Staples
Ciena Co. stock logo
CIEN
Ciena
$3,031,917$389,072 -11.4%63,9780.4%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$2,768,205$275,366 -9.0%26,4490.4%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,677,045$253,570 -8.7%11,3070.4%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,568,973$272,986 -9.6%15,9040.4%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$2,432,247$16,114 -0.7%15,0940.3%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$2,409,284$134,192 -5.3%15,2250.3%Retail/Wholesale
ConocoPhillips stock logo
COP
ConocoPhillips
$2,349,884$165,911 -6.6%20,5230.3%Oils/Energy
Duke Energy Co. stock logo
DUK
Duke Energy
$2,237,266$912,896 -29.0%22,5100.3%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,208,058$346,142 -13.6%55,0640.3%Computer and Technology
Dollar General Co. stock logo
DG
Dollar General
$2,173,022$247,770 -10.2%16,1900.3%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,162,447$260,578 -10.8%18,4230.3%Medical
American Tower Co. stock logo
AMT
American Tower
$1,907,986$652,129 -25.5%8,8300.3%Finance
ResMed Inc. stock logo
RMD
ResMed
$1,900,470$3,110 -0.2%11,0000.3%Medical
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,693,640$35,945 2.2%26,0560.2%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$1,680,559$441,879 -20.8%16,8140.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,638,428$30,371 1.9%4,0460.2%Finance
Blackstone Inc. stock logo
BX
Blackstone
$1,608,649$73,404 4.8%13,1490.2%Finance
Intel Co. stock logo
INTC
Intel
$1,580,800$188,522 -10.7%32,6270.2%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$1,576,716$687 0.0%6,8850.2%Aerospace
The Southern Company stock logo
SO
Southern
$1,562,553$254,292 19.4%21,6540.2%Utilities
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,556,957$39,701 -2.5%2,3530.2%Retail/Wholesale
Illumina, Inc. stock logo
ILMN
Illumina
$1,485,497$172,020 -10.4%11,1140.2%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,269,004$203,983 -13.8%13,2510.2%Industrial Products
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,216,056$71,599 -5.6%10,8190.2%Medical
CVS Health Co. stock logo
CVS
CVS Health
$1,172,778$99,883 -7.8%14,5360.2%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$1,106,2490.0%13,6490.2%Consumer Discretionary
Nuveen Municipal Value Fund, Inc. stock logo
NUV
Nuveen Municipal Value Fund
$1,066,143$159,027 -13.0%122,6860.1%Finance
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$1,065,533$20,436 -1.9%2,2420.1%Aerospace
Alphabet Inc. stock logo
GOOGL
Alphabet
$986,458$7,220 0.7%7,1050.1%Computer and Technology
RTX Co. stock logo
RTX
RTX
$979,349$76,827 -7.3%11,4090.1%Aerospace
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$976,036$29,029 -2.9%7,5650.1%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$923,802$73,062 8.6%3,1610.1%Industrial Products

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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