Hudson Valley Investment Advisors Inc /Adv Top Holdings and 13F Report (2024) → Urgent Nvidia Warning (From Altimetry) (Ad) About Hudson Valley Investment Advisors Inc /AdvInvestment ActivityHudson Valley Investment Advisors Inc /Adv has $834.95 million in total holdings as of March 31, 2024.Hudson Valley Investment Advisors Inc /Adv owns shares of 178 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 9.19% of the portfolio was purchased this quarter.About 4.93% of the portfolio was sold this quarter.This quarter, Hudson Valley Investment Advisors Inc /Adv has purchased 181 new stocks and bought additional shares in 63 stocks.Hudson Valley Investment Advisors Inc /Adv sold shares of 78 stocks and completely divested from 7 stocks this quarter.Largest Holdings Eli Lilly and Company $39,980,142Microsoft $39,547,251NVIDIA $34,327,148SPDR Portfolio Intermediate Term Corporate Bond ETF $31,174,001Intuitive Surgical $28,595,198 Largest New Holdings this Quarter Virtus InfraCap U.S. Preferred Stock ETF $251,400 HoldingAtrion $231,775 HoldingBarrons 400 ETF $203,717 HoldingTexas Instruments $201,561 Holding Largest Purchases this Quarter SPDR Portfolio Short Term Corporate Bond ETF 157,281 shares (about $4.68M)SPDR Portfolio Intermediate Term Corporate Bond ETF 114,841 shares (about $3.75M)KLA 5,218 shares (about $3.65M)Baker Hughes 93,947 shares (about $3.15M)Chipotle Mexican Grill 1,065 shares (about $3.10M) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 136,988 shares (about $11.20M)iShares 1-5 Year Investment Grade Corporate Bond ETF 89,655 shares (about $4.60M)Webster Financial 88,990 shares (about $4.52M)Weyerhaeuser 94,655 shares (about $3.40M)Home Depot 4,045 shares (about $1.55M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHudson Valley Investment Advisors Inc /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLLYEli Lilly and Company$39,980,142$856,534 ▲2.2%51,3914.8%MedicalMSFTMicrosoft$39,547,251$524,223 ▼-1.3%93,9984.7%Computer and TechnologyNVDANVIDIA$34,327,148$1,059,904 ▼-3.0%37,9904.1%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$31,174,001$3,754,152 ▲13.7%953,6253.7%ETFISRGIntuitive Surgical$28,595,198$12,372 ▲0.0%71,6513.4%MedicalOBTOrange County Bancorp$27,704,834$173,374 ▲0.6%602,2793.3%FinanceAAPLApple$23,175,376$471,571 ▲2.1%135,1492.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$19,569,882$120,588 ▼-0.6%93,9642.3%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$19,204,984$4,682,255 ▲32.2%645,1122.3%ETFJPMJPMorgan Chase & Co.$17,696,094$1,053,189 ▲6.3%88,3472.1%FinanceGOOGAlphabet$16,851,071$1,246,857 ▲8.0%110,6732.0%Computer and TechnologyAMZNAmazon.com$15,706,769$1,957,303 ▲14.2%87,0761.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$15,135,554$883,465 ▼-5.5%28,9361.8%FinanceAMDAdvanced Micro Devices$13,806,763$1,994,802 ▲16.9%76,4951.7%Computer and TechnologyXOMExxon Mobil$13,499,746$1,278,417 ▲10.5%116,1361.6%Oils/EnergyKLACKLA$12,266,889$3,645,138 ▲42.3%17,5601.5%Computer and TechnologyAXPAmerican Express$11,659,094$2,886,881 ▲32.9%51,2061.4%FinanceMMCMarsh & McLennan Companies$11,135,897$2,604,665 ▲30.5%54,0621.3%FinanceHDHome Depot$11,100,499$1,551,699 ▼-12.3%28,9371.3%Retail/WholesaleTMOThermo Fisher Scientific$11,000,878$142,401 ▲1.3%18,9271.3%MedicalURIUnited Rentals$10,993,322$1,593,653 ▲17.0%15,2451.3%ConstructionVVisa$10,841,700$2,749,846 ▲34.0%38,8471.3%Business ServicesCMGChipotle Mexican Grill$10,528,321$3,095,710 ▲41.7%3,6221.3%Retail/WholesaleADBEAdobe$10,211,086$1,024,893 ▲11.2%20,2351.2%Computer and TechnologyABBVAbbVie$9,868,363$1,102,251 ▲12.6%54,1921.2%MedicalDHRDanaher$9,808,003$1,317,523 ▲15.5%39,2761.2%Multi-Sector ConglomeratesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$9,686,125$4,597,508 ▼-32.2%188,8871.2%ManufacturingXLVHealth Care Select Sector SPDR Fund$9,546,608$118,184 ▼-1.2%64,6221.1%ETFCSXCSX$9,383,466$1,479,286 ▲18.7%253,1271.1%TransportationUNHUnitedHealth Group$9,315,899$408,653 ▲4.6%18,8301.1%MedicalAVGOBroadcom$9,252,646$326,096 ▼-3.4%6,9801.1%Computer and TechnologyMDTMedtronic$9,167,570$80,439 ▼-0.9%105,1931.1%MedicalGTLSChart Industries$9,071,295$2,608,835 ▲40.4%55,0711.1%Industrial ProductsXLFFinancial Select Sector SPDR Fund$8,263,649$35,254 ▲0.4%196,1931.0%ETFCRMSalesforce$8,243,297$1,186,950 ▲16.8%27,3701.0%Computer and TechnologyPEPPepsiCo$8,091,558$244,318 ▲3.1%46,2341.0%Consumer StaplesMSMorgan Stanley$8,049,699$1,959,483 ▲32.2%85,4891.0%FinanceLECOLincoln Electric$7,826,682$2,088,988 ▲36.4%30,6400.9%Industrial ProductsSBUXStarbucks$7,706,124$1,880,265 ▲32.3%84,3210.9%Retail/WholesaleCSCOCisco Systems$7,488,382$1,461,671 ▲24.3%150,0370.9%Computer and TechnologyNUENucor$7,367,421$1,649,343 ▲28.8%37,2270.9%Basic MaterialsAZOAutoZone$7,286,615$2,169,274 ▲42.4%2,3110.9%Retail/WholesaleFLRFluor$7,246,961$2,068,803 ▲40.0%171,4040.9%ConstructionBKRBaker Hughes$7,153,958$3,147,224 ▲78.5%213,5510.9%Oils/EnergySHWSherwin-Williams$7,029,959$776,977 ▲12.4%20,2400.8%ConstructionSLBSchlumberger$7,006,143$2,918,523 ▲71.4%127,8260.8%Oils/EnergyFLOTiShares Floating Rate Bond ETF$6,928,434$205,823 ▼-2.9%135,6920.8%ETFGWWW.W. Grainger$6,807,772$2,013,237 ▲42.0%6,6920.8%Industrial ProductsPLDPrologis$6,645,257$1,361,477 ▲25.8%51,0300.8%FinanceLENLennar$6,641,524$2,426,466 ▲57.6%38,6180.8%Consumer CyclicalXLYConsumer Discretionary Select Sector SPDR Fund$6,538,209$39,904 ▲0.6%35,5550.8%FinanceXLIIndustrial Select Sector SPDR Fund$6,304,424$95,478 ▼-1.5%50,0510.8%ETFXLCCommunication Services Select Sector SPDR Fund$6,166,310$66,961 ▼-1.1%75,5120.7%ETFMETAMeta Platforms$5,572,516$655,047 ▼-10.5%11,4760.7%Computer and TechnologyWYWeyerhaeuser$5,518,002$3,399,061 ▼-38.1%153,6620.7%ConstructionMDLZMondelez International$4,739,490$1,056,720 ▲28.7%67,7070.6%Consumer StaplesMCDMcDonald's$4,444,623$237,712 ▼-5.1%15,7620.5%Retail/WholesaleAESAES$4,262,452$770,453 ▲22.1%237,7270.5%UtilitiesBACBank of America$4,105,923$1,236,540 ▼-23.1%108,2780.5%FinanceCVXChevron$4,037,195$185,825 ▼-4.4%25,5930.5%Oils/EnergyXLPConsumer Staples Select Sector SPDR Fund$3,838,464$14,890 ▲0.4%50,2680.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,815,238$68,864 ▼-1.8%88,6440.5%ETFCIENCiena$3,802,359$638,647 ▲20.2%76,8930.5%Computer and TechnologyPFEPfizer$3,635,951$164,253 ▲4.7%131,0250.4%MedicalXLEEnergy Select Sector SPDR Fund$3,572,758$144,258 ▼-3.9%37,8430.4%ETFPGProcter & Gamble$3,505,478$6,977 ▼-0.2%21,6050.4%Consumer StaplesSHYiShares 1-3 Year Treasury Bond ETF$3,313,235$11,202,879 ▼-77.2%40,5140.4%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$3,236,022$540,264 ▼-14.3%5,8160.4%ETFWBSWebster Financial$3,059,806$4,518,022 ▼-59.6%60,2680.4%FinanceDGDollar General$2,872,440$345,829 ▲13.7%18,4060.3%Retail/WholesaleIBMInternational Business Machines$2,812,650$69,700 ▼-2.4%14,7290.3%Computer and TechnologyWMTWalmart$2,647,091$1,730,992 ▲189.0%43,9930.3%Retail/WholesaleORCLOracle$2,630,336$692,002 ▼-20.8%20,9400.3%Computer and TechnologyADPAutomatic Data Processing$2,561,084$262,727 ▼-9.3%10,2550.3%Business ServicesCOPConocoPhillips$2,538,090$74,077 ▼-2.8%19,9410.3%Oils/EnergyJNJJohnson & Johnson$2,338,523$177,331 ▼-7.0%14,7830.3%MedicalMRKMerck & Co., Inc.$2,229,772$201,231 ▼-8.3%16,8980.3%MedicalRMDResMed$2,178,3300.0%11,0000.3%MedicalILMNIllumina$2,116,101$589,927 ▲38.7%15,4100.3%MedicalVZVerizon Communications$1,871,198$439,329 ▼-19.0%44,5940.2%Computer and TechnologyQQQInvesco QQQ$1,742,739$53,725 ▼-3.0%3,9250.2%FinanceDUKDuke Energy$1,731,203$445,857 ▼-20.5%17,9000.2%UtilitiesXLUUtilities Select Sector SPDR Fund$1,699,022$11,554 ▼-0.7%25,8800.2%ETFBXBlackstone$1,687,973$39,411 ▼-2.3%12,8490.2%FinanceAMTAmerican Tower$1,617,669$127,050 ▼-7.3%8,1870.2%FinanceCOSTCostco Wholesale$1,550,245$173,633 ▼-10.1%2,1160.2%Retail/WholesaleSOSouthern$1,542,697$10,761 ▼-0.7%21,5040.2%UtilitiesINTCIntel$1,390,359$50,796 ▼-3.5%31,4770.2%Computer and TechnologyBABoeing$1,241,934$86,849 ▼-6.5%6,4350.1%AerospaceEMREmerson Electric$1,239,968$263,034 ▼-17.5%10,9320.1%Industrial ProductsABTAbbott Laboratories$1,229,6880.0%10,8190.1%MedicalNOCNorthrop Grumman$1,082,729$9,573 ▲0.9%2,2620.1%AerospaceGOOGLAlphabet$1,081,413$9,056 ▲0.8%7,1650.1%Computer and TechnologyDISWalt Disney$1,064,539$111,838 ▼-9.5%8,7000.1%Consumer DiscretionaryNUVNuveen Municipal Value Fund$1,039,853$28,761 ▼-2.7%119,3840.1%FinanceCVSCVS Health$1,037,770$121,635 ▼-10.5%13,0110.1%Retail/WholesaleRTXRTX$1,017,238$95,482 ▼-8.6%10,4300.1%AerospaceSUBiShares Short-Term National Muni Bond ETF$1,006,246$250,619 ▲33.2%9,6080.1%ETFCATCaterpillar$956,016$202,269 ▼-17.5%2,6090.1%Industrial ProductsSJMJ. M. Smucker$952,2070.0%7,5650.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. 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