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
$281B
$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%
$826B
$37.2 Million 4.22% of portfolio
48,231
Q4 2024 Reduced 0.18%
$183B
$36.7 Million 4.16% of portfolio
70,301
Q3 2024 Reduced 1.84%
$135M
$33.5 Million 3.79% of portfolio
602,184
Q4 2024 Reduced 0.12%
$3.84T
$32 Million 3.63% of portfolio
127,944
Q4 2024 Reduced 2.16%
$1.07T
$21.6 Million 2.45% of portfolio
113,545
Q4 2024 Added 0.37%
$2.03T
$21.1 Million 2.39% of portfolio
95,958
Q4 2024 Reduced 3.54%
$711B
$17.4 Million 1.97% of portfolio
72,508
Q4 2024 Reduced 6.74%
$79B
$14.5 Million 1.64% of portfolio
62,433
Q4 2024 Reduced 2.3%
$204B
$13.5 Million 1.53% of portfolio
45,623
Q4 2024 Reduced 6.0%
$462B
$13.3 Million 1.51% of portfolio
26,283
Q4 2024 Added 8.85%
$101B
$13.4 Million 1.51% of portfolio
21,203
Q4 2024 Added 3.66%
$283B
$12.2 Million 1.38% of portfolio
36,491
Q4 2024 Reduced 8.18%
$565B
$12 Million 1.36% of portfolio
37,949
Q4 2024 Reduced 4.14%
$454B
$11.1 Million 1.26% of portfolio
103,541
Q4 2024 Reduced 0.14%
$5.48B
$10.8 Million 1.23% of portfolio
56,700
Q4 2024 Reduced 9.82%
$154B
$10.8 Million 1.22% of portfolio
47,003
Q4 2024 Added 1.95%
$162B
$10.7 Million 1.21% of portfolio
88,692
Q4 2024 Reduced 1.58%
$208B
$10.6 Million 1.2% of portfolio
20,331
Q4 2024 Added 1.34%
$117B
$10.6 Million 1.2% of portfolio
49,914
Q4 2024 Reduced 0.83%
$386B
$9.83 Million 1.11% of portfolio
25,274
Q4 2024 Reduced 2.08%
$43.6B
$9.54 Million 1.08% of portfolio
13,545
Q4 2024 Reduced 5.38%
$379B
$9.52 Million 1.08% of portfolio
53,573
Q4 2024 Reduced 6.62%
$1.39B
$9.14 Million 1.04% of portfolio
151,597
Q4 2024 Reduced 2.53%
$202B
$8.7 Million 0.99% of portfolio
69,237
Q4 2024 Reduced 7.63%
$68.6B
$8.59 Million 0.97% of portfolio
2,683
Q4 2024 Reduced 0.81%
$10.2B
$8.42 Million 0.95% of portfolio
99,230
Q4 2024 Reduced 13.44%
$126B
$8.26 Million 0.94% of portfolio
103,425
Q4 2024 Reduced 0.87%
$65.7B
$8.26 Million 0.94% of portfolio
255,893
Q4 2024 Added 0.05%
$1.41T
$8.15 Million 0.92% of portfolio
13,810
Q4 2024 Added 27.98%
$5.13B
$7.91 Million 0.9% of portfolio
160,380
Q4 2024 Reduced 6.47%
$50.9B
$7.85 Million 0.89% of portfolio
7,449
Q4 2024 Reduced 5.63%
$263B
$7 Million 0.79% of portfolio
118,193
Q4 2024 Reduced 3.45%
$94.2B
$6.6 Million 0.75% of portfolio
19,427
Q4 2024 Reduced 3.16%
$213B
$6.32 Million 0.72% of portfolio
41,580
Q4 2024 Added 12.78%
$111B
$6.14 Million 0.7% of portfolio
58,060
Q4 2024 Reduced 2.1%
$122B
$5.93 Million 0.67% of portfolio
65,112
Q4 2024 Reduced 3.97%
$43B
$5.54 Million 0.63% of portfolio
135,136
Q4 2024 Reduced 9.11%
$7.51B
$5.23 Million 0.59% of portfolio
406,443
Q4 2024 Added 12.08%
$236B
$5.05 Million 0.57% of portfolio
17,436
Q4 2024 Reduced 0.92%
$11.7B
$4.66 Million 0.53% of portfolio
24,834
Q4 2024 Reduced 0.37%
$191B
$4.4 Million 0.5% of portfolio
7,678
Q4 2024 Reduced 3.86%
$136B
$4.3 Million 0.49% of portfolio
58,113
Q4 2024 Added 16.33%
$332B
$4.25 Million 0.48% of portfolio
96,628
Q4 2024 Reduced 1.13%
$150B
$4.14 Million 0.47% of portfolio
156,097
Q4 2024 Reduced 11.92%
$34.4B
$3.89 Million 0.44% of portfolio
33,339
Q4 2024 Added 5.4%
$8.59B
$3.85 Million 0.44% of portfolio
165,383
Q4 2024 Reduced 3.19%
$92.8B
$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
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