Hudson Valley Investment Advisors Inc Portfolio Holdings

Hudson Valley Investment Advisors Inc

  • $836 Million
  • Q1 2025

Hudson Valley Investment Advisors Inc has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $836 Million distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $41.7M, Eli Lilly & CO with a value of $39.8M, Intuitive Surgical Inc with a value of $33.9M, Spdr Portfolio Short Term Corp with a value of $33.1M, and Microsoft Corp with a value of $33.1M.

Examining the 13F form we can see an decrease of $46.2M in the current position value, from $882M to 836M.

Below you can find more details about Hudson Valley Investment Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $836 Million
ETFs: $176 Million
Technology: $171 Million
Healthcare: $136 Million
Financial Services: $115 Million
Consumer Cyclical: $60.3 Million
Industrials: $60.1 Million
Communication Services: $33.4 Million
Energy: $29.5 Million
Other: $54.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.7 Million 4.99% of portfolio
1,254,198
Q1 2025 Added 1.57%
$717B
$39.8 Million 4.76% of portfolio
48,172
Q1 2025 Reduced 0.12%
$173B
$33.9 Million 4.06% of portfolio
68,466
Q1 2025 Reduced 2.61%
$0
$33.1 Million 3.96% of portfolio
1,100,339
Q1 2025 Added 4.95%
$2.89T
$33.1 Million 3.96% of portfolio
88,090
Q1 2025 Reduced 0.18%
$276B
$31.3 Million 3.75% of portfolio
289,079
Q1 2025 Reduced 3.25%
$3.25T
$28.1 Million 3.36% of portfolio
126,426
Q1 2025 Reduced 1.19%
$121M
$27.8 Million 3.33% of portfolio
1,178,905
Q1 2025 Added 95.77%
$1.86T
$19.3 Million 2.31% of portfolio
101,690
Q1 2025 Added 5.97%
$0
$19.2 Million 2.3% of portfolio
93,235
Q1 2025 Added 2.45%
$983B
$17.6 Million 2.11% of portfolio
112,959
Q1 2025 Reduced 0.52%
$688B
$17.1 Million 2.04% of portfolio
69,570
Q1 2025 Reduced 4.05%
$94.9B
$14 Million 1.68% of portfolio
20,633
Q1 2025 Reduced 2.69%
$549B
$12.9 Million 1.55% of portfolio
24,722
Q1 2025 Reduced 5.94%
$548B
$12.9 Million 1.54% of portfolio
36,842
Q1 2025 Reduced 2.92%
$431B
$12.4 Million 1.49% of portfolio
104,603
Q1 2025 Added 1.03%
$0
$11.9 Million 1.42% of portfolio
21,239
Q1 2025 Reduced 7.73%
$1.17T
$11.9 Million 1.42% of portfolio
20,599
Q1 2025 Added 49.16%
$118B
$11.8 Million 1.41% of portfolio
48,365
Q1 2025 Reduced 3.1%
$69.9B
$11.3 Million 1.35% of portfolio
2,954
Q1 2025 Added 10.1%
$255B
$10.7 Million 1.28% of portfolio
39,744
Q1 2025 Added 8.91%
$163B
$10.3 Million 1.23% of portfolio
26,736
Q1 2025 Added 7.68%
$317B
$10.2 Million 1.22% of portfolio
48,590
Q1 2025 Reduced 9.3%
$176B
$10.1 Million 1.21% of portfolio
20,281
Q1 2025 Reduced 0.25%
$0
$10.1 Million 1.2% of portfolio
204,252
Q1 2025 Reduced 3.61%
$72.2B
$9.94 Million 1.19% of portfolio
59,374
Q1 2025 Reduced 4.9%
$140B
$9.53 Million 1.14% of portfolio
46,507
Q1 2025 Reduced 1.06%
$112B
$9.26 Million 1.11% of portfolio
103,073
Q1 2025 Reduced 0.34%
$41.4B
$9.23 Million 1.1% of portfolio
14,728
Q1 2025 Added 8.73%
$1.37B
$8.69 Million 1.04% of portfolio
173,114
Q1 2025 Added 14.19%
$366B
$8.51 Million 1.02% of portfolio
23,213
Q1 2025 Reduced 8.15%
$4.64B
$8.4 Million 1.01% of portfolio
58,218
Q1 2025 Added 2.68%
$185B
$7.99 Million 0.96% of portfolio
68,459
Q1 2025 Reduced 1.12%
$50.5B
$7.88 Million 0.94% of portfolio
7,980
Q1 2025 Added 7.13%
$0
$7.86 Million 0.94% of portfolio
54,381
Q1 2025 Reduced 5.07%
$0
$7.72 Million 0.92% of portfolio
151,134
Q1 2025 Added 3.52%
$214B
$7.66 Million 0.92% of portfolio
30,808
Q1 2025 Added 133.18%
$236B
$7.35 Million 0.88% of portfolio
119,144
Q1 2025 Added 0.8%
$0
$7.12 Million 0.85% of portfolio
36,129
Q1 2025 Reduced 0.97%
$96B
$6.82 Million 0.82% of portfolio
69,743
Q1 2025 Added 7.11%
$4.78B
$6.85 Million 0.82% of portfolio
189,262
Q1 2025 Added 18.01%
$59.4B
$6.74 Million 0.81% of portfolio
229,106
Q1 2025 Reduced 10.47%
$0
$6.72 Million 0.8% of portfolio
70,223
Q1 2025 Reduced 2.55%
$90.8B
$6.25 Million 0.75% of portfolio
55,890
Q1 2025 Reduced 3.74%
$202B
$6.3 Million 0.75% of portfolio
42,014
Q1 2025 Added 1.04%
$88.4B
$6.15 Million 0.74% of portfolio
17,626
Q1 2025 Reduced 9.27%
$0
$6.13 Million 0.73% of portfolio
47,118
Q1 2025 Reduced 5.37%
$8.67B
$5.89 Million 0.71% of portfolio
97,543
Q1 2025 Reduced 1.7%
$37.9B
$5.67 Million 0.68% of portfolio
128,941
Q1 2025 Reduced 4.58%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $836 Million
  • Prior Value $882 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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