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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$318B
$3.72 Million 0.44% of portfolio
89,143
Q1 2025 Reduced 7.75%
$18.4B
$3.61 Million 0.43% of portfolio
123,221
Q1 2025 Added 4.29%
$8.18B
$3.55 Million 0.42% of portfolio
177,260
Q1 2025 Added 7.18%
$258B
$3.42 Million 0.41% of portfolio
38,962
Q1 2025 Reduced 0.35%
$156B
$3.35 Million 0.4% of portfolio
32,633
Q1 2025 Reduced 63.21%
$382B
$3.16 Million 0.38% of portfolio
18,556
Q1 2025 Reduced 3.75%
$15.3B
$2.77 Million 0.33% of portfolio
42,130
Q1 2025 New
$121B
$2.54 Million 0.3% of portfolio
8,305
Q1 2025 Reduced 11.46%
$41.1B
$2.41 Million 0.29% of portfolio
9,469
Q1 2025 New
$92.3B
$2.4 Million 0.29% of portfolio
19,691
Q1 2025 Added 20.8%
$34.5B
$2.42 Million 0.29% of portfolio
11,000
Q4 2023 Reduced 0.16%
$8.35B
$2.36 Million 0.28% of portfolio
46,244
Q4 2024 Reduced 15.15%
$373B
$2.35 Million 0.28% of portfolio
16,782
Q1 2025 Reduced 7.7%
$404B
$2.21 Million 0.26% of portfolio
13,309
Q1 2025 Reduced 0.98%
$7.21B
$1.88 Million 0.23% of portfolio
14,853
Q1 2025 Reduced 33.87%
$432B
$1.81 Million 0.22% of portfolio
1,912
Q1 2025 Reduced 5.25%
$94.2B
$1.74 Million 0.21% of portfolio
12,426
Q3 2024 Reduced 5.5%
$117B
$1.65 Million 0.2% of portfolio
15,737
Q1 2025 Reduced 12.8%
$226B
$1.37 Million 0.16% of portfolio
10,309
Q1 2025 Reduced 2.69%
$184B
$1.29 Million 0.15% of portfolio
9,769
Q1 2025 Reduced 1.01%
$210B
$1.19 Million 0.14% of portfolio
13,302
Q1 2025 Reduced 12.95%
$62.3B
$1.16 Million 0.14% of portfolio
10,563
Q1 2025 Reduced 0.41%
$176B
$1.09 Million 0.13% of portfolio
23,983
Q1 2025 Reduced 9.45%
$72.8B
$962,000 0.12% of portfolio
1,880
Q1 2025 Reduced 15.01%
$967B
$1.03 Million 0.12% of portfolio
6,653
Q1 2025 Reduced 23.22%
$191B
$1 Million 0.12% of portfolio
35,479
Q1 2025 Reduced 3.84%
$4.81B
$932,000 0.11% of portfolio
3,212
Q3 2021 Reduced 3.02%
$129B
$922,000 0.11% of portfolio
36,392
Q1 2025 Reduced 76.69%
$98.2B
$880,000 0.11% of portfolio
4,045
Q1 2025 Reduced 30.62%
$130B
$916,000 0.11% of portfolio
12,924
Q1 2025 Added 141.39%
$162B
$868,000 0.1% of portfolio
2,634
Q1 2025 Reduced 0.38%
$12.3B
$821,000 0.1% of portfolio
6,940
Q4 2024 Reduced 8.26%
$4.94B
$712,000 0.09% of portfolio
12,030
Q3 2024 Added 0.25%
$217B
$763,000 0.09% of portfolio
3,815
Q4 2024 Reduced 0.65%
$35.9B
$714,000 0.09% of portfolio
9,519
Q1 2025 Reduced 5.64%
$70.1B
$627,000 0.08% of portfolio
3,500
Q3 2024 New
$5.18B
$674,000 0.08% of portfolio
14,610
Q4 2024 Reduced 1.35%
$125B
$707,000 0.08% of portfolio
1,583
Q1 2025 Reduced 12.83%
$106B
$548,000 0.07% of portfolio
3,217
Q1 2025 Reduced 12.25%
$85.8B
$567,000 0.07% of portfolio
8,381
Q1 2025 Reduced 3.73%
$102B
$622,000 0.07% of portfolio
10,209
Q1 2025 Reduced 3.03%
$509B
$594,000 0.07% of portfolio
1,084
Q3 2024 Added 3.63%
$165B
$467,000 0.06% of portfolio
4,736
Q1 2025 Reduced 12.56%
$5.81B
$431,000 0.05% of portfolio
4,587
Q1 2025 Reduced 0.33%
$0
$419,000 0.05% of portfolio
47,965
Q1 2025 Added 0.01%
$116B
$447,000 0.05% of portfolio
1,481
Q1 2025 Reduced 13.9%
$150B
$389,000 0.05% of portfolio
1,250
Q3 2024 Reduced 28.98%
$4.94B
$436,000 0.05% of portfolio
2,665
Q1 2025 Reduced 10.66%
$37.4B
$440,000 0.05% of portfolio
9,615
Q3 2024 Reduced 10.27%

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
Track This Portfolio

Track Hudson Valley Investment Advisors Inc Portfolio

Follow Hudson Valley Investment Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hudson Valley Investment Advisors Inc , based on Form 13F filings with the SEC.

News

Stay updated on Hudson Valley Investment Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email