Hudson Valley Investment Advisors Inc Reduced Holdings in Q3 2024

Hudson Valley Investment Advisors Inc

  • $903 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OSK
Oshkosh Corp

Industrials
-323
- 6.51%
$97.2 - $116.02 $31.4K - $37.5K
4.64K $465K
IYW
Ishares Dj Us Tech ETF

ETFs
-400
- 7.94%
$133.16 - $158.73 $53.3K - $63.5K
4.64K $703K
BK
Bank Of New York Mellon Corp

Financial Services
-1.86K
- 28.31%
$59.54 - $72.17 $110K - $134K
4.7K $337K
ED
Consolidated Edison Inc

Utilities
-948
- 25.94%
$88.42 - $104.97 $83.8K - $99.5K
2.71K $281K
SYY
Sysco Corp

Consumer Defensive
-1.44K
- 12.06%
$69.16 - $78.98 $99.2K - $113K
10.5K $816K
IVW
Ishares S&P 500 Growth ETF

ETFs
-450
- 13.24%
$84.77 - $97.13 $38.1K - $43.7K
2.95K $282K
CAT
Caterpillar Inc

Industrials
-552
- 17.46%
$316.8 - $391.12 $175K - $216K
2.61K $1.02M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-9.08K
- 7.4%
$8.59 - $9.07 $78K - $82.3K
114K $1.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-77
- 15.65%
$475.2 - $527.7 $36.6K - $40.6K
415 $218K
XLC
Select Sector Spdr Tr Communic

ETFs
-4.13K
- 5.42%
$82.16 - $90.4 $340K - $374K
72.2K $6.53M
NSC
Norfolk Southern Corp

Industrials
-250
- 14.29%
$213.75 - $259.69 $53.4K - $64.9K
1.5K $372K
IVV
Ishares Core S&P 500 ETF

ETFs
-35
- 4.32%
$520.18 - $576.82 $18.2K - $20.2K
775 $447K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-386
- 7.77%
$105.53 - $118.34 $40.7K - $45.7K
4.58K $535K
BMY
Bristol Myers Squibb CO

Healthcare
-2.92K
- 18.9%
$39.66 - $51.75 $116K - $151K
12.5K $647K
PG
Procter & Gamble CO

Consumer Defensive
-948
- 4.34%
$160.76 - $177.82 $152K - $169K
20.9K $3.61M
GLW
Corning Inc

Technology
-1.1K
- 10.27%
$37.76 - $46.2 $41.5K - $50.8K
9.62K $434K
ENB
Enbridge Inc

Energy
-275
- 4.19%
$35.27 - $41.18 $9.7K - $11.3K
6.29K $255K
KO
Coca Cola CO

Consumer Defensive
-207
- 4.12%
$62.69 - $73.01 $13K - $15.1K
4.81K $345K
BCPC
Balchem Corp

Basic Materials
-200
- 6.28%
$154.1 - $181.56 $30.8K - $36.3K
2.98K $524K
XLU
Utilities Sector Spdr

ETFs
-3.6K
- 13.82%
$67.67 - $80.78 $244K - $291K
22.5K $1.81M
NEE
Nextera Energy Inc

Utilities
-1.23K
- 11.2%
$69.9 - $84.97 $86K - $105K
9.76K $824K
AFL
Aflac Inc

Financial Services
-275
- 7.06%
$88.52 - $111.8 $24.3K - $30.7K
3.62K $404K
GE
General Electric CO

Industrials
-300
- 7.25%
$156.66 - $189.66 $47K - $56.9K
3.84K $723K
MMM
3 M CO

Industrials
-125
- 4.43%
$99.69 - $139.42 $12.5K - $17.4K
2.7K $368K
ABT
Abbott Laboratories

Healthcare
-225
- 2.08%
$100.07 - $118.13 $22.5K - $26.6K
10.6K $1.21M
RTX
Raytheon Technologies Corp

Industrials
-1.05K
- 9.18%
$99.55 - $123.34 $104K - $129K
10.4K $1.26M
SO
Southern CO

Utilities
-1.37K
- 6.35%
$77.0 - $90.52 $106K - $124K
20.3K $1.83M
WY
Weyerhaeuser CO

Real Estate
-18.1K
- 12.85%
$27.05 - $33.84 $489K - $612K
123K $4.15M
LMT
Lockheed Martin Corp

Industrials
-148
- 7.17%
$460.3 - $584.56 $68.1K - $86.5K
1.92K $1.12M
BX
Blackstone Inc.

Financial Services
-723
- 5.5%
$120.77 - $159.66 $87.3K - $115K
12.4K $1.9M
MS
Morgan Stanley

Financial Services
-699
- 0.92%
$92.07 - $106.96 $64.4K - $74.8K
75K $7.81M
XLI
Industrial Sector Spdr

ETFs
-1.67K
- 3.29%
$120.56 - $135.44 $202K - $227K
49.1K $6.65M
IBM
International Business Machines Corp

Technology
-880
- 5.83%
$175.1 - $223.38 $154K - $197K
14.2K $3.14M
SBUX
Starbucks Corp

Consumer Cyclical
-8.11K
- 10.69%
$72.51 - $98.6 $588K - $800K
67.8K $6.61M
AAPL
Apple Inc.

Technology
-9.48K
- 6.76%
$207.23 - $234.82 $1.96M - $2.23M
131K $30.5M
MDT
Medtronic PLC

Healthcare
-1.78K
- 1.68%
$76.84 - $91.03 $137K - $162K
104K $9.39M
URI
United Rentals, Inc.

Industrials
-590
- 3.96%
$627.41 - $814.1 $370K - $480K
14.3K $11.6M
ISRG
Intuitive Surgical Inc

Healthcare
-1.32K
- 1.84%
$416.14 - $494.01 $549K - $652K
70.3K $34.5M
Activity Summary
Buys All Purchases 64 New Holdings 12 Increased Positions 52 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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