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
$0
$1.03 Million 0.11% of portfolio
113,612
Q3 2024 Reduced 7.4%
$163B
$907,000 0.1% of portfolio
41,267
Q3 2024 Reduced 20.14%
$11.9B
$916,000 0.1% of portfolio
7,565
Q4 2023 Reduced 2.89%
$151B
$824,000 0.09% of portfolio
9,759
Q3 2024 Reduced 11.2%
$7.01B
$813,000 0.09% of portfolio
14,810
Q4 2023 Reduced 1.99%
$37.3B
$816,000 0.09% of portfolio
10,459
Q3 2024 Reduced 12.06%
$74.6B
$688,000 0.08% of portfolio
10,949
Q3 2024 Reduced 25.7%
$0
$703,000 0.08% of portfolio
4,640
Q3 2024 Reduced 7.94%
$208B
$751,000 0.08% of portfolio
7,815
Q3 2024 Reduced 18.71%
$194B
$723,000 0.08% of portfolio
3,840
Q3 2024 Reduced 7.25%
$123B
$647,000 0.07% of portfolio
12,510
Q3 2024 Reduced 18.9%
$0
$647,000 0.07% of portfolio
11,845
Q3 2024 Added 5.31%
$189B
$627,000 0.07% of portfolio
15,015
Q3 2024 Reduced 23.81%
$0
$600,000 0.07% of portfolio
11,050
Q3 2024 Added 8.33%
$4.48B
$645,000 0.07% of portfolio
12,030
Q3 2024 Added 0.25%
$0
$535,000 0.06% of portfolio
4,582
Q3 2024 Reduced 7.77%
$489B
$535,000 0.06% of portfolio
1,084
Q3 2024 Added 3.63%
$87.1B
$518,000 0.06% of portfolio
3,412
Q3 2024 Reduced 50.44%
$69.4B
$524,000 0.06% of portfolio
3,500
Q3 2024 New
$92.4B
$537,000 0.06% of portfolio
6,087
Q3 2024 Reduced 26.65%
$0
$506,000 0.06% of portfolio
6,102
Q3 2024 Reduced 38.28%
$22.1B
$516,000 0.06% of portfolio
2,864
Q3 2023 New
$5.72B
$524,000 0.06% of portfolio
2,983
Q3 2024 Reduced 6.28%
$0
$432,000 0.05% of portfolio
8,180
Q3 2024 Reduced 30.79%
$117B
$495,000 0.05% of portfolio
1,720
Q3 2024 Reduced 35.6%
$7.06B
$465,000 0.05% of portfolio
4,640
Q3 2024 Reduced 6.51%
$40B
$434,000 0.05% of portfolio
9,615
Q3 2024 Reduced 10.27%
$152B
$428,000 0.05% of portfolio
2,073
Q3 2024 Reduced 14.97%
$0
$447,000 0.05% of portfolio
775
Q3 2024 Reduced 4.32%
$53.5B
$401,000 0.04% of portfolio
2,484
Q3 2024 Added 6.43%
$154B
$402,000 0.04% of portfolio
1,250
Q3 2024 Reduced 28.98%
$23.9B
$385,000 0.04% of portfolio
900
Q3 2022 New
$62.9B
$337,000 0.04% of portfolio
4,697
Q3 2024 Reduced 28.31%
$70.7B
$368,000 0.04% of portfolio
2,697
Q3 2024 Reduced 4.43%
$69.7B
$404,000 0.04% of portfolio
3,622
Q3 2024 Reduced 7.06%
$63.2B
$356,000 0.04% of portfolio
2,710
Q3 2024 Reduced 54.1%
$21.3B
$328,000 0.04% of portfolio
13,713
Q3 2024 Reduced 24.37%
$59.9B
$372,000 0.04% of portfolio
1,500
Q3 2024 Reduced 14.29%
$272B
$345,000 0.04% of portfolio
4,813
Q3 2024 Reduced 4.12%
$98.6B
$262,000 0.03% of portfolio
11,175
Q3 2024 Reduced 65.75%
$82.4B
$291,000 0.03% of portfolio
1,575
Q3 2024 Reduced 34.35%
$0
$273,000 0.03% of portfolio
12,000
Q3 2024 New
$89.1B
$238,000 0.03% of portfolio
7,609
Q3 2024 Reduced 11.62%
$0
$282,000 0.03% of portfolio
2,950
Q3 2024 Reduced 13.24%
$86.6B
$255,000 0.03% of portfolio
6,288
Q3 2024 Reduced 4.19%
$2.49B
$311,000 0.03% of portfolio
20,000
Q3 2022 New
$19.1B
$237,000 0.03% of portfolio
3,500
Q4 2023 New
$0
$309,000 0.03% of portfolio
15,704
Q4 2022 Added 52.41%
$173B
$272,000 0.03% of portfolio
1,600
Q3 2024 Reduced 41.88%

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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