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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.03 Million 0.11% of portfolio
113,612
Q3 2024 Reduced 7.4%
$0
$285,000 0.03% of portfolio
23,870
Q2 2023 Added 8.5%
$0
$137,000 0.02% of portfolio
10,500
Q4 2018 New
$0
$140,000 0.02% of portfolio
10,500
Q2 2022 Reduced 48.59%
$0
$137,000 0.02% of portfolio
10,000
Q3 2024 New
$0
$134,000 0.01% of portfolio
11,500
Q2 2023 Reduced 4.17%
$0
$103,000 0.01% of portfolio
10,500
Q4 2020 New

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
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