Hudson Valley Investment Advisors Inc Portfolio Holdings

Hudson Valley Investment Advisors Inc

  • $836 Million
  • Q1 2025

Hudson Valley Investment Advisors Inc has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $836 Million distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $41.7M, Eli Lilly & CO with a value of $39.8M, Intuitive Surgical Inc with a value of $33.9M, Spdr Portfolio Short Term Corp with a value of $33.1M, and Microsoft Corp with a value of $33.1M.

Examining the 13F form we can see an decrease of $46.2M in the current position value, from $882M to 836M.

Below you can find more details about Hudson Valley Investment Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $836 Million
ETFs: $176 Million
Technology: $171 Million
Healthcare: $136 Million
Financial Services: $115 Million
Consumer Cyclical: $60.3 Million
Industrials: $60.1 Million
Communication Services: $33.4 Million
Energy: $29.5 Million
Other: $54.1 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35B
$8.4 Million 1.01% of portfolio
58,218
Q1 2025 Added 2.68%
$4.69B
$6.85 Million 0.82% of portfolio
189,262
Q1 2025 Added 18.01%
$8.57B
$5.89 Million 0.71% of portfolio
97,543
Q1 2025 Reduced 1.7%
$9.98B
$4.83 Million 0.58% of portfolio
25,556
Q1 2025 Added 2.91%
$7.5B
$3.55 Million 0.42% of portfolio
177,260
Q1 2025 Added 7.18%
$7.83B
$2.36 Million 0.28% of portfolio
46,244
Q4 2024 Reduced 15.15%
$6.8B
$1.88 Million 0.23% of portfolio
14,853
Q1 2025 Reduced 33.87%
$4.49B
$932,000 0.11% of portfolio
3,212
Q3 2021 Reduced 3.02%
$4.75B
$712,000 0.09% of portfolio
12,030
Q3 2024 Added 0.25%
$4.88B
$674,000 0.08% of portfolio
14,610
Q4 2024 Reduced 1.35%
$5.34B
$431,000 0.05% of portfolio
4,587
Q1 2025 Reduced 0.33%
$5.04B
$436,000 0.05% of portfolio
2,665
Q1 2025 Reduced 10.66%
$4.5B
$153,000 0.02% of portfolio
16,000
Q2 2023 Reduced 10.36%
$5.08B
$127,000 0.02% of portfolio
17,600
Q4 2022 Added 23.08%
$9.4B
$116,000 0.01% of portfolio
10,450
Q1 2025 Reduced 7.36%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $836 Million
  • Prior Value $882 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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