Hudson Valley Investment Advisors Inc Portfolio Holdings

Hudson Valley Investment Advisors Inc

  • $813 Million
  • Q2 2024

Hudson Valley Investment Advisors Inc has filed its 13F form on July 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $813 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $47.6M, Microsoft Corp with a value of $45.3M, Intuitive Surgical Inc with a value of $31.9M, Orange County Bancorp, Inc. with a value of $31.6M, and Apple Inc. with a value of $29.5M.

Examining the 13F form we can see an decrease of $21.3M in the current position value, from $835M to 813M.

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

Portfolio value $813 Million
ETFs: $180 Million
Technology: $155 Million
Healthcare: $143 Million
Financial Services: $103 Million
Industrials: $55.1 Million
Consumer Cyclical: $50.9 Million
Energy: $33.6 Million
Communication Services: $33.4 Million
Other: $59.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$869B
$47.6 Million 5.85% of portfolio
52,520
Q2 2024 Added 2.2%
$3.49T
$45.3 Million 5.57% of portfolio
101,344
Q2 2024 Added 7.82%
$157B
$31.9 Million 3.92% of portfolio
71,620
Q2 2024 Reduced 0.04%
$276M
$31.6 Million 3.89% of portfolio
598,510
Q2 2024 Reduced 0.63%
$3.64T
$29.5 Million 3.63% of portfolio
140,249
Q2 2024 Added 3.77%
$0
$27.3 Million 3.36% of portfolio
838,784
Q2 2024 Reduced 12.04%
$0
$21.4 Million 2.63% of portfolio
94,543
Q2 2024 Added 0.62%
$1.17T
$20.6 Million 2.54% of portfolio
112,504
Q2 2024 Added 1.65%
$601B
$18.1 Million 2.23% of portfolio
89,519
Q2 2024 Added 1.33%
$0
$16.7 Million 2.05% of portfolio
30,625
Q2 2024 Added 5.84%
$2.04T
$16.6 Million 2.04% of portfolio
85,755
Q2 2024 Reduced 1.52%
$0
$14.5 Million 1.78% of portfolio
177,502
Q2 2024 Added 338.13%
$0
$14.5 Million 1.78% of portfolio
487,831
Q2 2024 Reduced 24.38%
$0
$14.3 Million 1.75% of portfolio
278,542
Q2 2024 Added 47.46%
$121B
$13.2 Million 1.63% of portfolio
16,052
Q2 2024 Reduced 8.59%
$472B
$13.2 Million 1.62% of portfolio
114,658
Q2 2024 Reduced 1.27%
$690B
$11.6 Million 1.43% of portfolio
7,226
Q2 2024 Added 3.52%
$343B
$11.4 Million 1.41% of portfolio
33,233
Q2 2024 Added 14.85%
$269B
$11.4 Million 1.4% of portfolio
20,553
Q2 2024 Added 1.57%
$212B
$10.8 Million 1.33% of portfolio
19,507
Q2 2024 Added 3.06%
$176B
$10.8 Million 1.32% of portfolio
46,537
Q2 2024 Reduced 9.12%
$106B
$9.92 Million 1.22% of portfolio
47,056
Q2 2024 Reduced 12.96%
$456B
$9.79 Million 1.2% of portfolio
19,220
Q2 2024 Added 2.07%
$43.9B
$9.64 Million 1.19% of portfolio
14,905
Q2 2024 Reduced 2.23%
$0
$9.54 Million 1.17% of portfolio
65,422
Q2 2024 Added 1.24%
$174B
$9.39 Million 1.15% of portfolio
37,580
Q2 2024 Reduced 4.32%
$442B
$9.04 Million 1.11% of portfolio
34,448
Q2 2024 Reduced 11.32%
$296B
$9.04 Million 1.11% of portfolio
52,689
Q2 2024 Reduced 2.77%
$103B
$8.35 Million 1.03% of portfolio
106,116
Q2 2024 Added 0.88%
$0
$8.03 Million 0.99% of portfolio
195,356
Q2 2024 Reduced 0.43%
$70B
$7.9 Million 0.97% of portfolio
236,123
Q2 2024 Reduced 6.72%
$226B
$7.7 Million 0.95% of portfolio
46,668
Q2 2024 Added 0.94%
$169B
$7.35 Million 0.9% of portfolio
75,659
Q2 2024 Reduced 11.5%
$0
$7.14 Million 0.88% of portfolio
139,723
Q2 2024 Added 2.97%
$263B
$7.06 Million 0.87% of portfolio
27,449
Q2 2024 Added 0.29%
$5.22B
$6.86 Million 0.84% of portfolio
47,533
Q2 2024 Reduced 13.69%
$192B
$6.63 Million 0.82% of portfolio
139,611
Q2 2024 Reduced 6.95%
$0
$6.54 Million 0.8% of portfolio
76,332
Q2 2024 Added 1.09%
$1.21T
$6.47 Million 0.8% of portfolio
12,825
Q2 2024 Added 11.75%
$324B
$6.43 Million 0.79% of portfolio
161,557
Q2 2024 Added 49.21%
$0
$6.45 Million 0.79% of portfolio
35,338
Q2 2024 Reduced 0.61%
$6.3B
$6.42 Million 0.79% of portfolio
147,303
Q2 2024 Reduced 14.06%
$0
$6.19 Million 0.76% of portfolio
50,809
Q2 2024 Added 1.51%
$87.3B
$5.91 Million 0.73% of portfolio
75,917
Q2 2024 Reduced 9.97%
$53.4B
$5.89 Million 0.72% of portfolio
1,987
Q2 2024 Reduced 14.02%
$76.6B
$5.89 Million 0.72% of portfolio
19,728
Q2 2024 Reduced 2.53%
$34.3B
$5.73 Million 0.7% of portfolio
162,994
Q2 2024 Reduced 23.67%
$39.5B
$5.54 Million 0.68% of portfolio
35,064
Q2 2024 Reduced 5.81%
$46.1B
$5.43 Million 0.67% of portfolio
6,013
Q2 2024 Reduced 10.15%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $813 Million
  • Prior Value $835 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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