Hudson Valley Investment Advisors Inc Reduced Holdings in Q4 2024

Hudson Valley Investment Advisors Inc

  • $882 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NYF
Ishares New York Muni Bond ETF

ETFs
-1K
- 9.05%
$52.85 - $54.34 $52.9K - $54.3K
10.1K $534K
CI
Cigna Corp

Healthcare
-10
- 1.22%
$265.59 - $358.58 $2.66K - $3.59K
811 $223K
BMY
Bristol Myers Squibb CO

Healthcare
-1.98K
- 15.84%
$51.92 - $59.94 $103K - $119K
10.5K $595K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-363
- 7.92%
$113.92 - $127.38 $41.4K - $46.2K
4.22K $486K
ITW
Illinois Tool Works Inc

Industrials
-125
- 6.56%
$253.56 - $278.5 $31.7K - $34.8K
1.78K $451K
SYY
Sysco Corp

Consumer Defensive
-371
- 3.55%
$73.63 - $81.77 $27.3K - $30.3K
10.1K $771K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-77
- 1.68%
$563.99 - $620.12 $43.4K - $47.7K
4.5K $2.56M
BK
Bank Of New York Mellon Corp

Financial Services
-847
- 18.03%
$70.82 - $81.87 $60K - $69.3K
3.85K $295K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-420
- 5.13%
$51.09 - $55.27 $21.5K - $23.2K
7.76K $396K
OSK
Oshkosh Corp

Industrials
-38
- 0.82%
$93.84 - $115.52 $3.57K - $4.39K
4.6K $437K
SPYG
Spdr Portfolio

ETFs
-380
- 6.23%
$81.74 - $91.38 $31.1K - $34.7K
5.72K $502K
Ge Vernova Inc
-6
- 0.67%
N/A
887 $0
ENB
Enbridge Inc

Energy
-45
- 0.72%
$40.4 - $43.92 $1.82K - $1.98K
6.24K $264K
WBS
Webster Financial Corp

Financial Services
-8.25K
- 15.15%
$44.33 - $62.82 $366K - $519K
46.2K $2.55M
COST
Costco Wholesale Corp

Consumer Defensive
-38
- 1.85%
$873.59 - $994.69 $33.2K - $37.8K
2.02K $1.85M
ILMN
Illumina, Inc.

Healthcare
-199
- 1.15%
$128.99 - $155.15 $25.7K - $30.9K
17.1K $2.29M
AZO
Autozone Inc

Consumer Cyclical
-22
- 0.81%
$2981.19 - $3370.27 $65.6K - $74.1K
2.68K $8.59M
ADP
Automatic Data Processing Inc

Industrials
-100
- 1.05%
$280.08 - $307.97 $28K - $30.8K
9.38K $2.75M
EMR
Emerson Electric CO

Industrials
-100
- 0.93%
$108.13 - $134.33 $10.8K - $13.4K
10.6K $1.31M
BKR
Baker Hughes CO

Energy
-13.5K
- 9.11%
$35.98 - $44.88 $487K - $608K
135K $5.54M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.93K
- 2.53%
$55.73 - $66.16 $219K - $260K
152K $9.14M
WMT
Walmart Inc.

Consumer Defensive
-1.41K
- 3.48%
$79.1 - $95.7 $111K - $135K
39.1K $3.53M
BAC
Bank Of America Corp

Financial Services
-1.11K
- 1.13%
$39.22 - $47.77 $43.5K - $52.9K
96.6K $4.25M
AXP
American Express CO

Financial Services
-2.91K
- 6.0%
$267.35 - $305.57 $779K - $890K
45.6K $13.5M
GS
Goldman Sachs Group Inc

Financial Services
-308
- 3.86%
$486.1 - $608.57 $150K - $187K
7.68K $4.4M
XLC
Select Sector Spdr Tr Communic

ETFs
-134
- 0.19%
$89.66 - $102.16 $12K - $13.7K
72.1K $6.98M
CSCO
Cisco Systems, Inc.

Technology
-4.23K
- 3.45%
$52.45 - $60.02 $222K - $254K
118K $7M
OWL
Blue Owl Capital Inc.

Financial Services
-5.46K
- 3.19%
$19.51 - $24.81 $106K - $135K
165K $3.85M
MS
Morgan Stanley

Financial Services
-5.72K
- 7.63%
$104.42 - $134.99 $598K - $773K
69.2K $8.7M
NVDA
Nvidia Corp

Technology
-23.7K
- 7.35%
$117.0 - $148.88 $2.77M - $3.53M
299K $40.1M
JPM
Jpmorgan Chase & CO

Financial Services
-5.24K
- 6.74%
$205.18 - $250.29 $1.08M - $1.31M
72.5K $17.4M
V
Visa Inc.

Financial Services
-1.64K
- 4.14%
$273.87 - $320.91 $448K - $525K
37.9K $12M
CRM
Salesforce, Inc.

Technology
-3.25K
- 8.18%
$270.87 - $367.87 $881K - $1.2M
36.5K $12.2M
CIEN
Ciena Corp

Technology
-15.4K
- 13.44%
$61.45 - $91.14 $946K - $1.4M
99.2K $8.42M
AAPL
Apple Inc.

Technology
-2.83K
- 2.16%
$221.69 - $259.02 $626K - $732K
128K $32M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.52K
- 3.54%
$180.88 - $232.93 $636K - $819K
96K $21.1M
GTLS
Chart Industries Inc

Industrials
-6.17K
- 9.82%
$119.65 - $202.35 $738K - $1.25M
56.7K $10.8M
AVGO
Broadcom Inc.

Technology
-1.47K
- 2.3%
$159.67 - $250.0 $235K - $367K
62.4K $14.5M
Activity Summary
Buys All Purchases 43 New Holdings 9 Increased Positions 34 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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