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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62.7B
$3.89 Million 0.43% of portfolio
92,731
Q3 2024 Reduced 6.98%
$12.1B
$3.74 Million 0.41% of portfolio
23,555
Q3 2024 New
$418B
$3.61 Million 0.4% of portfolio
20,875
Q3 2024 Reduced 4.34%
$318B
$3.56 Million 0.39% of portfolio
24,196
Q3 2024 Reduced 10.21%
$10.9B
$3.31 Million 0.37% of portfolio
170,839
Q3 2024 New
$148B
$3.24 Million 0.36% of portfolio
49,957
Q3 2024 New
$245B
$3.27 Million 0.36% of portfolio
40,509
Q3 2024 Added 166.07%
$518B
$3.15 Million 0.35% of portfolio
18,490
Q3 2024 Reduced 30.09%
$200B
$3.14 Million 0.35% of portfolio
14,214
Q3 2024 Reduced 5.83%
$35.7B
$2.69 Million 0.3% of portfolio
11,000
Q4 2023 Reduced 0.16%
$127B
$2.62 Million 0.29% of portfolio
9,480
Q3 2024 Reduced 17.62%
$10.9B
$2.54 Million 0.28% of portfolio
54,498
Q3 2024 Reduced 26.28%
$22B
$2.26 Million 0.25% of portfolio
17,344
Q3 2024 Added 34.51%
$406B
$2.24 Million 0.25% of portfolio
13,848
Q3 2024 Reduced 12.93%
$142B
$1.98 Million 0.22% of portfolio
18,782
Q3 2024 Reduced 8.48%
$141B
$1.9 Million 0.21% of portfolio
12,426
Q3 2024 Reduced 5.5%
$95.4B
$1.83 Million 0.2% of portfolio
20,280
Q3 2024 Reduced 6.35%
$427B
$1.82 Million 0.2% of portfolio
2,056
Q3 2024 Reduced 12.62%
$251B
$1.8 Million 0.2% of portfolio
15,818
Q3 2024 Reduced 14.14%
$181B
$1.68 Million 0.19% of portfolio
37,304
Q3 2024 Reduced 32.25%
$95.1B
$1.54 Million 0.17% of portfolio
6,638
Q3 2024 Reduced 26.29%
$178B
$1.26 Million 0.14% of portfolio
10,362
Q3 2024 Reduced 9.18%
$6.58B
$1.18 Million 0.13% of portfolio
3,212
Q3 2021 Reduced 3.02%
$206B
$1.21 Million 0.13% of portfolio
10,594
Q3 2024 Reduced 2.08%
$76.9B
$1.17 Million 0.13% of portfolio
10,707
Q3 2024 Reduced 19.2%
$984B
$1.19 Million 0.13% of portfolio
7,165
Q3 2024 Added 0.84%
$76.5B
$1.19 Million 0.13% of portfolio
2,262
Q3 2024 Added 0.89%
$142B
$1.12 Million 0.12% of portfolio
1,915
Q3 2024 Reduced 7.17%
$210B
$1.02 Million 0.11% of portfolio
2,609
Q3 2024 Reduced 17.46%
$0
$1.03 Million 0.11% of portfolio
113,612
Q3 2024 Reduced 7.4%
$165B
$907,000 0.1% of portfolio
41,267
Q3 2024 Reduced 20.14%
$12.1B
$916,000 0.1% of portfolio
7,565
Q4 2023 Reduced 2.89%
$149B
$824,000 0.09% of portfolio
9,759
Q3 2024 Reduced 11.2%
$7.18B
$813,000 0.09% of portfolio
14,810
Q4 2023 Reduced 1.99%
$38.4B
$816,000 0.09% of portfolio
10,459
Q3 2024 Reduced 12.06%
$76.2B
$688,000 0.08% of portfolio
10,949
Q3 2024 Reduced 25.7%
$211B
$751,000 0.08% of portfolio
7,815
Q3 2024 Reduced 18.71%
$198B
$723,000 0.08% of portfolio
3,840
Q3 2024 Reduced 7.25%
$125B
$647,000 0.07% of portfolio
12,510
Q3 2024 Reduced 18.9%
$191B
$627,000 0.07% of portfolio
15,015
Q3 2024 Reduced 23.81%
$4.55B
$645,000 0.07% of portfolio
12,030
Q3 2024 Added 0.25%
$84.2B
$499,000 0.06% of portfolio
1,905
Q3 2024 Reduced 10.77%
$497B
$535,000 0.06% of portfolio
1,084
Q3 2024 Added 3.63%
$89B
$518,000 0.06% of portfolio
3,412
Q3 2024 Reduced 50.44%
$71.8B
$524,000 0.06% of portfolio
3,500
Q3 2024 New
$97.5B
$537,000 0.06% of portfolio
6,087
Q3 2024 Reduced 26.65%
$22.5B
$516,000 0.06% of portfolio
2,864
Q3 2023 New
$5.86B
$524,000 0.06% of portfolio
2,983
Q3 2024 Reduced 6.28%
$118B
$495,000 0.05% of portfolio
1,720
Q3 2024 Reduced 35.6%

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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