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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$303B
$40.1 Million 4.55% of portfolio
298,799
Q4 2024 Reduced 7.35%
$2.93T
$37.2 Million 4.22% of portfolio
88,248
Q4 2024 Added 0.01%
$822B
$37.2 Million 4.22% of portfolio
48,231
Q4 2024 Reduced 0.18%
$180B
$36.7 Million 4.16% of portfolio
70,301
Q3 2024 Reduced 1.84%
$136M
$33.5 Million 3.79% of portfolio
602,184
Q4 2024 Reduced 0.12%
$3.55T
$32 Million 3.63% of portfolio
127,944
Q4 2024 Reduced 2.16%
$1.03T
$21.6 Million 2.45% of portfolio
113,545
Q4 2024 Added 0.37%
$2.07T
$21.1 Million 2.39% of portfolio
95,958
Q4 2024 Reduced 3.54%
$728B
$17.4 Million 1.97% of portfolio
72,508
Q4 2024 Reduced 6.74%
$77.5B
$14.5 Million 1.64% of portfolio
62,433
Q4 2024 Reduced 2.3%
$208B
$13.5 Million 1.53% of portfolio
45,623
Q4 2024 Reduced 6.0%
$483B
$13.3 Million 1.51% of portfolio
26,283
Q4 2024 Added 8.85%
$103B
$13.4 Million 1.51% of portfolio
21,203
Q4 2024 Added 3.66%
$286B
$12.2 Million 1.38% of portfolio
36,491
Q4 2024 Reduced 8.18%
$562B
$12 Million 1.36% of portfolio
37,949
Q4 2024 Reduced 4.14%
$483B
$11.1 Million 1.26% of portfolio
103,541
Q4 2024 Reduced 0.14%
$5.97B
$10.8 Million 1.23% of portfolio
56,700
Q4 2024 Reduced 9.82%
$155B
$10.8 Million 1.22% of portfolio
47,003
Q4 2024 Added 1.95%
$184B
$10.7 Million 1.21% of portfolio
88,692
Q4 2024 Reduced 1.58%
$204B
$10.6 Million 1.2% of portfolio
20,331
Q4 2024 Added 1.34%
$116B
$10.6 Million 1.2% of portfolio
49,914
Q4 2024 Reduced 0.83%
$372B
$9.83 Million 1.11% of portfolio
25,274
Q4 2024 Reduced 2.08%
$44.8B
$9.54 Million 1.08% of portfolio
13,545
Q4 2024 Reduced 5.38%
$370B
$9.52 Million 1.08% of portfolio
53,573
Q4 2024 Reduced 6.62%
$1.37B
$9.14 Million 1.04% of portfolio
151,597
Q4 2024 Reduced 2.53%
$211B
$8.7 Million 0.99% of portfolio
69,237
Q4 2024 Reduced 7.63%
$69.4B
$8.59 Million 0.97% of portfolio
2,683
Q4 2024 Reduced 0.81%
$10.3B
$8.42 Million 0.95% of portfolio
99,230
Q4 2024 Reduced 13.44%
$120B
$8.26 Million 0.94% of portfolio
103,425
Q4 2024 Reduced 0.87%
$62.8B
$8.26 Million 0.94% of portfolio
255,893
Q4 2024 Added 0.05%
$1.34T
$8.15 Million 0.92% of portfolio
13,810
Q4 2024 Added 27.98%
$5.53B
$7.91 Million 0.9% of portfolio
160,380
Q4 2024 Reduced 6.47%
$50.1B
$7.85 Million 0.89% of portfolio
7,449
Q4 2024 Reduced 5.63%
$250B
$7 Million 0.79% of portfolio
118,193
Q4 2024 Reduced 3.45%
$88.8B
$6.6 Million 0.75% of portfolio
19,427
Q4 2024 Reduced 3.16%
$202B
$6.32 Million 0.72% of portfolio
41,580
Q4 2024 Added 12.78%
$102B
$6.14 Million 0.7% of portfolio
58,060
Q4 2024 Reduced 2.1%
$111B
$5.93 Million 0.67% of portfolio
65,112
Q4 2024 Reduced 3.97%
$44.7B
$5.54 Million 0.63% of portfolio
135,136
Q4 2024 Reduced 9.11%
$8.6B
$5.23 Million 0.59% of portfolio
406,443
Q4 2024 Added 12.08%
$225B
$5.05 Million 0.57% of portfolio
17,436
Q4 2024 Reduced 0.92%
$11.4B
$4.66 Million 0.53% of portfolio
24,834
Q4 2024 Reduced 0.37%
$198B
$4.4 Million 0.5% of portfolio
7,678
Q4 2024 Reduced 3.86%
$145B
$4.3 Million 0.49% of portfolio
58,113
Q4 2024 Added 16.33%
$346B
$4.25 Million 0.48% of portfolio
96,628
Q4 2024 Reduced 1.13%
$147B
$4.14 Million 0.47% of portfolio
156,097
Q4 2024 Reduced 11.92%
$32.7B
$3.89 Million 0.44% of portfolio
33,339
Q4 2024 Added 5.4%
$9.53B
$3.85 Million 0.44% of portfolio
165,383
Q4 2024 Reduced 3.19%
$89B
$3.67 Million 0.42% of portfolio
61,504
Q4 2024 Added 5.81%

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
Track This Portfolio

Track Hudson Valley Investment Advisors Inc Portfolio

Follow Hudson Valley Investment Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hudson Valley Investment Advisors Inc , based on Form 13F filings with the SEC.

News

Stay updated on Hudson Valley Investment Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email