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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$184B
$868,000 0.1% of portfolio
2,634
Q1 2025 Reduced 0.38%
$0
$831,000 0.1% of portfolio
16,297
Q1 2025 Added 14.82%
$12B
$821,000 0.1% of portfolio
6,940
Q4 2024 Reduced 8.26%
$4.55B
$712,000 0.09% of portfolio
12,030
Q3 2024 Added 0.25%
$272B
$763,000 0.09% of portfolio
3,815
Q4 2024 Reduced 0.65%
$37.3B
$714,000 0.09% of portfolio
9,519
Q1 2025 Reduced 5.64%
$75.1B
$627,000 0.08% of portfolio
3,500
Q3 2024 New
$5.74B
$674,000 0.08% of portfolio
14,610
Q4 2024 Reduced 1.35%
$0
$632,000 0.08% of portfolio
4,495
Q1 2025 Reduced 3.13%
$126B
$707,000 0.08% of portfolio
1,583
Q1 2025 Reduced 12.83%
$127B
$548,000 0.07% of portfolio
3,217
Q1 2025 Reduced 12.25%
$83.5B
$567,000 0.07% of portfolio
8,381
Q1 2025 Reduced 3.73%
$102B
$622,000 0.07% of portfolio
10,209
Q1 2025 Reduced 3.03%
$555B
$594,000 0.07% of portfolio
1,084
Q3 2024 Added 3.63%
$207B
$467,000 0.06% of portfolio
4,736
Q1 2025 Reduced 12.56%
$0
$528,000 0.06% of portfolio
10,050
Q4 2024 Reduced 9.05%
$0
$419,000 0.05% of portfolio
47,965
Q1 2025 Added 0.01%
$0
$438,000 0.05% of portfolio
4,218
Q1 2025 Reduced 0.02%
$0
$435,000 0.05% of portfolio
5,435
Q1 2025 Reduced 5.02%
$123B
$447,000 0.05% of portfolio
1,481
Q1 2025 Reduced 13.9%
$0
$432,000 0.05% of portfolio
775
Q3 2024 Reduced 4.32%
$155B
$389,000 0.05% of portfolio
1,250
Q3 2024 Reduced 28.98%
$5.35B
$436,000 0.05% of portfolio
2,665
Q1 2025 Reduced 10.66%
$43B
$440,000 0.05% of portfolio
9,615
Q3 2024 Reduced 10.27%
$20.1B
$417,000 0.05% of portfolio
2,812
Q4 2024 Reduced 1.82%
$50B
$351,000 0.04% of portfolio
2,454
Q1 2025 Reduced 1.21%
$20.9B
$297,000 0.04% of portfolio
900
Q3 2022 New
$0
$295,000 0.04% of portfolio
15,704
Q4 2022 Added 52.41%
$75.3B
$343,000 0.04% of portfolio
1,385
Q1 2025 Reduced 22.19%
$0
$372,000 0.04% of portfolio
7,353
Q1 2025 Reduced 5.24%
$65.8B
$358,000 0.04% of portfolio
3,222
Q1 2025 Reduced 11.04%
$153B
$313,000 0.04% of portfolio
8,490
Q1 2025 Reduced 25.97%
$308B
$316,000 0.04% of portfolio
4,413
Q4 2024 Reduced 8.31%
$57.4B
$355,000 0.04% of portfolio
1,500
Q3 2024 Reduced 14.29%
$81.9B
$322,000 0.04% of portfolio
2,197
Q1 2025 Reduced 18.54%
$90.6B
$241,000 0.03% of portfolio
7,139
Q1 2025 Reduced 6.18%
$72.2B
$292,000 0.03% of portfolio
3,490
Q1 2025 Reduced 9.35%
$95.1B
$266,000 0.03% of portfolio
811
Q4 2024 Reduced 1.22%
$1.66B
$235,000 0.03% of portfolio
20,000
Q3 2022 New
$55.8B
$274,000 0.03% of portfolio
2,225
Q1 2025 Reduced 11.0%
$20.2B
$268,000 0.03% of portfolio
9,288
Q1 2025 Reduced 7.93%
$21B
$246,000 0.03% of portfolio
6,600
Q4 2024 Added 20.81%
$36.6B
$271,000 0.03% of portfolio
2,451
Q1 2025 Reduced 9.42%
$95.3B
$276,000 0.03% of portfolio
6,243
Q4 2024 Reduced 0.72%
$78.6B
$211,000 0.03% of portfolio
3,337
Q1 2025 Reduced 24.79%
$71.2B
$276,000 0.03% of portfolio
1,575
Q3 2024 Reduced 34.35%
$25.4B
$239,000 0.03% of portfolio
6,625
Q3 2024 New
$167B
$245,000 0.03% of portfolio
1,600
Q3 2024 Reduced 41.88%
$0
$265,000 0.03% of portfolio
23,870
Q2 2023 Added 8.5%

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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