Hudson Valley Investment Advisors Inc Portfolio Holdings by Sector
Hudson Valley Investment Advisors Inc
- $912 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPIB SPSB XLK SPY XLF FLOT XLY XLC 31 stocks |
$185,915
20.38% of portfolio
|
8
|
18
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD QCOM TXN 5 stocks |
$63,926
7.01% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE ORCL 3 stocks |
$55,519
6.09% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ MRK PFE AMGN BMY 7 stocks |
$50,851
5.57% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RMD 2 stocks |
$39,366
4.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$38,279
4.2% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
OBT WBS PNC 3 stocks |
$32,830
3.6% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V COF MA LPRO 5 stocks |
$28,581
3.13% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$26,944
2.95% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$26,456
2.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$22,281
2.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS SCHW 3 stocks |
$21,772
2.39% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG SBUX MCD 3 stocks |
$20,234
2.22% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GTLS ROK GNRC EMR GE CSWI ITW 7 stocks |
$18,115
1.99% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$16,578
1.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$16,354
1.79% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO CIEN 2 stocks |
$16,118
1.77% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW 2 stocks |
$15,328
1.68% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP 3 stocks |
$13,607
1.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FLR PWR 2 stocks |
$13,355
1.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK NEE SO ED PPL 5 stocks |
$11,053
1.21% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT ABT 2 stocks |
$10,348
1.13% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$10,271
1.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$9,996
1.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$9,993
1.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$9,122
1.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$8,230
0.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR SLB 2 stocks |
$7,930
0.87% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
OWL BX NUV BK NEA RA NVG NZF 10 stocks |
$7,892
0.87% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$7,171
0.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI 3 stocks |
$6,851
0.75% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW BCPC 2 stocks |
$6,402
0.7% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$6,397
0.7% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW 2 stocks |
$6,042
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$5,996
0.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX NSC 2 stocks |
$5,562
0.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$5,550
0.61% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$5,522
0.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$4,996
0.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD EXR 2 stocks |
$4,880
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE CMC 2 stocks |
$4,596
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO 1 stocks |
$4,447
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY AMT DLR 3 stocks |
$4,070
0.45% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$4,031
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX NOC LMT BA 4 stocks |
$3,653
0.4% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB 1 stocks |
$3,528
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$2,963
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$2,561
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1,955
0.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP DVN 2 stocks |
$1,507
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT OSK 2 stocks |
$1,377
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
SUN PSX 2 stocks |
$909
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$692
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$629
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$439
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$367
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC NRZ RC 3 stocks |
$342
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$339
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$277
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$252
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$249
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$119
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
PANL 1 stocks |
$108
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$101
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BRSP 1 stocks |
$60
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
PLG 1 stocks |
$20
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|