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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.26T
$6.18 Million 0.68% of portfolio
10,791
Q3 2024 Reduced 15.86%
$44.3B
$5.37 Million 0.6% of portfolio
148,674
Q3 2024 Reduced 8.79%
$214B
$5.36 Million 0.59% of portfolio
17,598
Q3 2024 Added 5.98%
$144B
$5.13 Million 0.57% of portfolio
177,214
Q3 2024 Added 32.39%
$12.4B
$4.79 Million 0.53% of portfolio
24,927
Q3 2024 Reduced 9.82%
$39B
$4.76 Million 0.53% of portfolio
31,631
Q3 2024 Reduced 9.79%
$0
$4.45 Million 0.49% of portfolio
97,840
Q3 2024 Added 8.42%
$88.3B
$4.28 Million 0.47% of portfolio
58,127
Q3 2024 Added 2.3%
$23.1B
$4.15 Million 0.46% of portfolio
122,650
Q3 2024 Reduced 12.85%
$206B
$3.95 Million 0.44% of portfolio
7,986
Q3 2024 Added 1,076.14%
$377B
$3.88 Million 0.43% of portfolio
97,736
Q3 2024 Reduced 39.5%
$62.7B
$3.89 Million 0.43% of portfolio
92,731
Q3 2024 Reduced 6.98%
$12.1B
$3.74 Million 0.41% of portfolio
23,555
Q3 2024 New
$0
$3.64 Million 0.4% of portfolio
47,914
Q3 2024 Reduced 4.31%
$418B
$3.61 Million 0.4% of portfolio
20,875
Q3 2024 Reduced 4.34%
$318B
$3.56 Million 0.39% of portfolio
24,196
Q3 2024 Reduced 10.21%
$148B
$3.24 Million 0.36% of portfolio
49,957
Q3 2024 New
$0
$3.24 Million 0.36% of portfolio
36,952
Q3 2024 Reduced 6.14%
$245B
$3.27 Million 0.36% of portfolio
40,509
Q3 2024 Added 166.07%
$518B
$3.15 Million 0.35% of portfolio
18,490
Q3 2024 Reduced 30.09%
$200B
$3.14 Million 0.35% of portfolio
14,214
Q3 2024 Reduced 5.83%
$35.7B
$2.69 Million 0.3% of portfolio
11,000
Q4 2023 Reduced 0.16%
$0
$2.61 Million 0.29% of portfolio
4,579
Q3 2024 Reduced 32.53%
$127B
$2.62 Million 0.29% of portfolio
9,480
Q3 2024 Reduced 17.62%
$10.9B
$2.54 Million 0.28% of portfolio
54,498
Q3 2024 Reduced 26.28%
$22B
$2.26 Million 0.25% of portfolio
17,344
Q3 2024 Added 34.51%
$406B
$2.24 Million 0.25% of portfolio
13,848
Q3 2024 Reduced 12.93%
$142B
$1.98 Million 0.22% of portfolio
18,782
Q3 2024 Reduced 8.48%
$141B
$1.9 Million 0.21% of portfolio
12,426
Q3 2024 Reduced 5.5%
$88.3B
$1.86 Million 0.21% of portfolio
16,172
Q3 2024 Reduced 28.16%
$0
$1.81 Million 0.2% of portfolio
22,456
Q3 2024 Reduced 13.82%
$95.4B
$1.83 Million 0.2% of portfolio
20,280
Q3 2024 Reduced 6.35%
$427B
$1.82 Million 0.2% of portfolio
2,056
Q3 2024 Reduced 12.62%
$251B
$1.8 Million 0.2% of portfolio
15,818
Q3 2024 Reduced 14.14%
$181B
$1.68 Million 0.19% of portfolio
37,304
Q3 2024 Reduced 32.25%
$95.1B
$1.54 Million 0.17% of portfolio
6,638
Q3 2024 Reduced 26.29%
$0
$1.46 Million 0.16% of portfolio
2,985
Q3 2024 Reduced 26.22%
$0
$1.24 Million 0.14% of portfolio
23,586
Q3 2024 Reduced 91.53%
$178B
$1.26 Million 0.14% of portfolio
10,362
Q3 2024 Reduced 9.18%
$6.58B
$1.18 Million 0.13% of portfolio
3,212
Q3 2021 Reduced 3.02%
$206B
$1.21 Million 0.13% of portfolio
10,594
Q3 2024 Reduced 2.08%
$0
$1.2 Million 0.13% of portfolio
11,278
Q3 2024 Added 56.31%
$76.9B
$1.17 Million 0.13% of portfolio
10,707
Q3 2024 Reduced 19.2%
$984B
$1.19 Million 0.13% of portfolio
7,165
Q3 2024 Added 0.84%
$76.5B
$1.19 Million 0.13% of portfolio
2,262
Q3 2024 Added 0.89%
$142B
$1.12 Million 0.12% of portfolio
1,915
Q3 2024 Reduced 7.17%
$0
$1.13 Million 0.12% of portfolio
11,691
Q3 2024 Added 36.88%
$210B
$1.02 Million 0.11% of portfolio
2,609
Q3 2024 Reduced 17.46%
$0
$995,000 0.11% of portfolio
22,282
Q3 2024 Added 31.47%

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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