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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.37B
$8.18 Million 0.91% of portfolio
171,472
Q3 2024 Added 16.41%
$5.97B
$7.81 Million 0.87% of portfolio
62,872
Q3 2024 Added 32.27%
$9.12B
$7.28 Million 0.81% of portfolio
362,651
Q3 2024 Added 75.92%
$6.41B
$1.18 Million 0.13% of portfolio
3,212
Q3 2021 Reduced 3.02%
$7.16B
$813,000 0.09% of portfolio
14,810
Q4 2023 Reduced 1.99%
$4.47B
$645,000 0.07% of portfolio
12,030
Q3 2024 Added 0.25%
$5.67B
$524,000 0.06% of portfolio
2,983
Q3 2024 Reduced 6.28%
$7.34B
$465,000 0.05% of portfolio
4,640
Q3 2024 Reduced 6.51%
$2.58B
$311,000 0.03% of portfolio
20,000
Q3 2022 New
$5.25B
$167,000 0.02% of portfolio
16,000
Q2 2023 Reduced 10.36%
$8.02B
$101,000 0.01% of portfolio
11,280
Q3 2024 New
$5.08B
$127,000 0.01% of portfolio
17,600
Q4 2022 Added 23.08%

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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