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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.7 Million 4.5% of portfolio
1,206,072
Q3 2024 Added 43.79%
$0
$30.8 Million 3.41% of portfolio
1,016,952
Q3 2024 Added 108.46%
$0
$20.5 Million 2.27% of portfolio
90,908
Q3 2024 Reduced 3.84%
$0
$13.8 Million 1.53% of portfolio
24,119
Q3 2024 Reduced 21.24%
$0
$9.41 Million 1.04% of portfolio
207,646
Q3 2024 Added 6.29%
$0
$8.75 Million 0.97% of portfolio
56,842
Q3 2024 Reduced 13.11%
$0
$7.33 Million 0.81% of portfolio
143,702
Q3 2024 Added 2.85%
$0
$7.24 Million 0.8% of portfolio
36,115
Q3 2024 Added 2.2%
$0
$6.65 Million 0.74% of portfolio
49,135
Q3 2024 Reduced 3.29%
$0
$6.53 Million 0.72% of portfolio
72,198
Q3 2024 Reduced 5.42%
$0
$4.45 Million 0.49% of portfolio
97,840
Q3 2024 Added 8.42%
$0
$3.64 Million 0.4% of portfolio
47,914
Q3 2024 Reduced 4.31%
$0
$3.24 Million 0.36% of portfolio
36,952
Q3 2024 Reduced 6.14%
$0
$2.61 Million 0.29% of portfolio
4,579
Q3 2024 Reduced 32.53%
$0
$1.81 Million 0.2% of portfolio
22,456
Q3 2024 Reduced 13.82%
$0
$1.46 Million 0.16% of portfolio
2,985
Q3 2024 Reduced 26.22%
$0
$1.2 Million 0.13% of portfolio
11,278
Q3 2024 Added 56.31%
$0
$1.13 Million 0.12% of portfolio
11,691
Q3 2024 Added 36.88%
$0
$995,000 0.11% of portfolio
22,282
Q3 2024 Added 31.47%
$0
$703,000 0.08% of portfolio
4,640
Q3 2024 Reduced 7.94%
$0
$647,000 0.07% of portfolio
11,845
Q3 2024 Added 5.31%
$0
$600,000 0.07% of portfolio
11,050
Q3 2024 Added 8.33%
$0
$535,000 0.06% of portfolio
4,582
Q3 2024 Reduced 7.77%
$0
$506,000 0.06% of portfolio
6,102
Q3 2024 Reduced 38.28%
$0
$432,000 0.05% of portfolio
8,180
Q3 2024 Reduced 30.79%
$0
$447,000 0.05% of portfolio
775
Q3 2024 Reduced 4.32%
$0
$273,000 0.03% of portfolio
12,000
Q3 2024 New
$0
$282,000 0.03% of portfolio
2,950
Q3 2024 Reduced 13.24%
$0
$309,000 0.03% of portfolio
15,704
Q4 2022 Added 52.41%
$0
$218,000 0.02% of portfolio
415
Q3 2024 Reduced 15.65%

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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