Hudson Valley Investment Advisors Inc Portfolio Holdings

Hudson Valley Investment Advisors Inc

  • $882 Million
  • Q4 2024

Hudson Valley Investment Advisors Inc has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $882 Million distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $40.5M, Nvidia Corp with a value of $40.1M, Microsoft Corp with a value of $37.2M, Eli Lilly & CO with a value of $37.2M, and Intuitive Surgical Inc with a value of $36.7M.

Examining the 13F form we can see an decrease of $20.5M in the current position value, from $903M to 882M.

Below you can find more details about Hudson Valley Investment Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $882 Million
Technology: $194 Million
ETFs: $181 Million
Healthcare: $142 Million
Financial Services: $121 Million
Industrials: $65.8 Million
Consumer Cyclical: $62 Million
Communication Services: $34.3 Million
Energy: $27.2 Million
Other: $55.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$882,000 0.1% of portfolio
1,816
Q4 2024 Reduced 5.17%
$201B
$840,000 0.1% of portfolio
36,897
Q4 2024 Reduced 10.59%
$37.6B
$771,000 0.09% of portfolio
10,088
Q4 2024 Reduced 3.55%
$0
$776,000 0.09% of portfolio
14,194
Q4 2024 Added 19.83%
$12.4B
$764,000 0.09% of portfolio
6,940
Q4 2024 Reduced 8.26%
$0
$740,000 0.08% of portfolio
4,640
Q3 2024 Reduced 7.94%
$5.68B
$724,000 0.08% of portfolio
14,610
Q4 2024 Reduced 1.35%
$179B
$603,000 0.07% of portfolio
5,416
Q4 2024 Reduced 30.7%
$103B
$648,000 0.07% of portfolio
3,666
Q4 2024 Added 7.44%
$4.91B
$618,000 0.07% of portfolio
12,030
Q3 2024 Added 0.25%
$128B
$595,000 0.07% of portfolio
10,528
Q4 2024 Reduced 15.84%
$218B
$636,000 0.07% of portfolio
3,815
Q4 2024 Reduced 0.65%
$66.6B
$624,000 0.07% of portfolio
3,500
Q3 2024 New
$832B
$556,000 0.06% of portfolio
1,379
Q4 2024 New
$516B
$570,000 0.06% of portfolio
1,084
Q3 2024 Added 3.63%
$0
$502,000 0.06% of portfolio
5,722
Q4 2024 Reduced 6.23%
$0
$486,000 0.06% of portfolio
4,219
Q4 2024 Reduced 7.92%
$0
$534,000 0.06% of portfolio
10,050
Q4 2024 Reduced 9.05%
$38.8B
$456,000 0.05% of portfolio
9,615
Q3 2024 Reduced 10.27%
$141B
$406,000 0.05% of portfolio
1,799
Q4 2024 Reduced 13.22%
$161B
$430,000 0.05% of portfolio
11,469
Q4 2024 Reduced 23.62%
$19.5B
$420,000 0.05% of portfolio
2,812
Q4 2024 Reduced 1.82%
$40.9B
$440,000 0.05% of portfolio
2,484
Q3 2024 Added 6.43%
$75.7B
$451,000 0.05% of portfolio
1,780
Q4 2024 Reduced 6.56%
$6.17B
$437,000 0.05% of portfolio
4,602
Q4 2024 Reduced 0.82%
$0
$456,000 0.05% of portfolio
775
Q3 2024 Reduced 4.32%
$0
$411,000 0.05% of portfolio
47,962
Q4 2024 Reduced 57.78%
$123B
$475,000 0.05% of portfolio
1,720
Q3 2024 Reduced 35.6%
$0
$396,000 0.04% of portfolio
7,760
Q4 2024 Reduced 5.13%
$80.1B
$348,000 0.04% of portfolio
2,697
Q3 2024 Reduced 4.43%
$88.1B
$390,000 0.04% of portfolio
8,706
Q4 2024 Reduced 20.49%
$138B
$383,000 0.04% of portfolio
5,354
Q4 2024 Reduced 45.14%
$79.7B
$335,000 0.04% of portfolio
4,437
Q4 2024 Reduced 27.11%
$69.4B
$374,000 0.04% of portfolio
3,622
Q3 2024 Reduced 7.06%
$164B
$325,000 0.04% of portfolio
1,250
Q3 2024 Reduced 28.98%
$17.8B
$377,000 0.04% of portfolio
900
Q3 2022 New
$53.4B
$352,000 0.04% of portfolio
1,500
Q3 2024 Reduced 14.29%
$104B
$224,000 0.03% of portfolio
7,609
Q3 2024 Reduced 11.62%
$38.6B
$241,000 0.03% of portfolio
2,706
Q3 2024 Reduced 25.94%
$2.05B
$277,000 0.03% of portfolio
20,000
Q3 2022 New
$0
$223,000 0.03% of portfolio
415
Q3 2024 Reduced 15.65%
$172B
$245,000 0.03% of portfolio
1,600
Q3 2024 Reduced 41.88%
$66.9B
$295,000 0.03% of portfolio
3,850
Q4 2024 Reduced 18.03%
$12.3B
$262,000 0.03% of portfolio
2,000
Q4 2024 New
$99.2B
$223,000 0.03% of portfolio
811
Q4 2024 Reduced 1.22%
$24.8B
$235,000 0.03% of portfolio
2,000
Q4 2024 New
$304B
$274,000 0.03% of portfolio
4,413
Q4 2024 Reduced 8.31%
$22.8B
$257,000 0.03% of portfolio
10,088
Q4 2024 Reduced 26.43%
$0
$269,000 0.03% of portfolio
23,870
Q2 2023 Added 8.5%

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $882 Million
  • Prior Value $903 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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