Hudson Valley Investment Advisors Inc Portfolio Holdings

Hudson Valley Investment Advisors Inc

  • $903 Million
  • Q3 2024

Hudson Valley Investment Advisors Inc has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $903 Million distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $42.8M, Spdr Portfolio Intermediate Te with a value of $40.7M, Nvidia Corp with a value of $39.2M, Microsoft Corp with a value of $38M, and Orange County Bancorp, Inc. with a value of $36.4M.

Examining the 13F form we can see an increase of $89.3M in the current position value, from $813M to 903M.

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

Portfolio value $903 Million
Technology: $194 Million
ETFs: $178 Million
Healthcare: $155 Million
Financial Services: $119 Million
Consumer Cyclical: $67.4 Million
Industrials: $66.7 Million
Communication Services: $30.2 Million
Energy: $29 Million
Other: $62.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$730B
$42.8 Million 4.74% of portfolio
48,316
Q3 2024 Reduced 8.0%
$0
$40.7 Million 4.5% of portfolio
1,206,072
Q3 2024 Added 43.79%
$336B
$39.2 Million 4.34% of portfolio
322,486
Q3 2024 Added 628.75%
$3.25T
$38 Million 4.21% of portfolio
88,240
Q3 2024 Reduced 12.93%
$320M
$36.4 Million 4.03% of portfolio
602,918
Q3 2024 Added 0.74%
$185B
$34.5 Million 3.83% of portfolio
70,301
Q3 2024 Reduced 1.84%
$0
$30.8 Million 3.41% of portfolio
1,016,952
Q3 2024 Added 108.46%
$4.09T
$30.5 Million 3.37% of portfolio
130,770
Q3 2024 Reduced 6.76%
$0
$20.5 Million 2.27% of portfolio
90,908
Q3 2024 Reduced 3.84%
$1.17T
$18.9 Million 2.1% of portfolio
113,127
Q3 2024 Added 0.55%
$2.29T
$18.5 Million 2.05% of portfolio
99,475
Q3 2024 Added 16.0%
$697B
$16.4 Million 1.82% of portfolio
77,752
Q3 2024 Reduced 13.14%
$89.2B
$15.8 Million 1.75% of portfolio
20,455
Q3 2024 Added 27.43%
$192B
$14.8 Million 1.64% of portfolio
90,115
Q3 2024 Added 13.39%
$468B
$14.1 Million 1.56% of portfolio
24,146
Q3 2024 Added 25.63%
$0
$13.8 Million 1.53% of portfolio
24,119
Q3 2024 Reduced 21.24%
$166B
$12.8 Million 1.42% of portfolio
46,106
Q3 2024 Added 22.69%
$208B
$12.8 Million 1.42% of portfolio
24,788
Q3 2024 Added 20.61%
$205B
$12.4 Million 1.37% of portfolio
20,063
Q3 2024 Added 2.85%
$441B
$12.2 Million 1.35% of portfolio
103,691
Q3 2024 Reduced 9.56%
$50.1B
$11.6 Million 1.28% of portfolio
14,315
Q3 2024 Reduced 3.96%
$310B
$11.3 Million 1.26% of portfolio
57,374
Q3 2024 Added 8.89%
$105B
$11.2 Million 1.24% of portfolio
50,332
Q3 2024 Added 6.96%
$89.4B
$11 Million 1.22% of portfolio
63,902
Q3 2024 Added 784.33%
$344B
$10.9 Million 1.21% of portfolio
39,743
Q3 2024 Added 44.79%
$519B
$10.9 Million 1.21% of portfolio
39,586
Q3 2024 Added 14.92%
$402B
$10.5 Million 1.16% of portfolio
25,810
Q3 2024 Reduced 22.34%
$108B
$9.39 Million 1.04% of portfolio
104,337
Q3 2024 Reduced 1.68%
$0
$9.41 Million 1.04% of portfolio
207,646
Q3 2024 Added 6.29%
$1.72B
$8.96 Million 0.99% of portfolio
155,527
Q3 2024 Added 4,842.07%
$67B
$8.83 Million 0.98% of portfolio
255,765
Q3 2024 Added 8.32%
$0
$8.75 Million 0.97% of portfolio
56,842
Q3 2024 Reduced 13.11%
$61.8B
$8.52 Million 0.94% of portfolio
2,705
Q3 2024 Added 36.13%
$35.2B
$8.22 Million 0.91% of portfolio
43,824
Q3 2024 Added 37.77%
$55.2B
$8.2 Million 0.91% of portfolio
7,893
Q3 2024 Added 31.27%
$7.15B
$8.18 Million 0.91% of portfolio
171,472
Q3 2024 Added 16.41%
$209B
$7.81 Million 0.87% of portfolio
74,960
Q3 2024 Reduced 0.92%
$6.77B
$7.81 Million 0.87% of portfolio
62,872
Q3 2024 Added 32.27%
$89.5B
$7.65 Million 0.85% of portfolio
20,061
Q3 2024 Added 1.69%
$95.4B
$7.49 Million 0.83% of portfolio
59,308
Q3 2024 Added 27.89%
$0
$7.33 Million 0.81% of portfolio
143,702
Q3 2024 Added 2.85%
$8.68B
$7.28 Million 0.81% of portfolio
362,651
Q3 2024 Added 75.92%
$0
$7.24 Million 0.8% of portfolio
36,115
Q3 2024 Added 2.2%
$12.9B
$7.06 Million 0.78% of portfolio
114,632
Q3 2024 Added 53.09%
$0
$6.65 Million 0.74% of portfolio
49,135
Q3 2024 Reduced 3.29%
$101B
$6.61 Million 0.73% of portfolio
67,804
Q3 2024 Reduced 10.69%
$240B
$6.52 Million 0.72% of portfolio
122,418
Q3 2024 Reduced 12.31%
$0
$6.53 Million 0.72% of portfolio
72,198
Q3 2024 Reduced 5.42%
$211B
$6.27 Million 0.69% of portfolio
36,868
Q3 2024 Reduced 21.0%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $903 Million
  • Prior Value $813 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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