Hudson Valley Investment Advisors Inc Portfolio Holdings

Hudson Valley Investment Advisors Inc

  • $882 Million
  • Q4 2024

Hudson Valley Investment Advisors Inc has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $882 Million distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $40.5M, Nvidia Corp with a value of $40.1M, Microsoft Corp with a value of $37.2M, Eli Lilly & CO with a value of $37.2M, and Intuitive Surgical Inc with a value of $36.7M.

Examining the 13F form we can see an decrease of $20.5M in the current position value, from $903M to 882M.

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

Portfolio value $882 Million
Technology: $194 Million
ETFs: $181 Million
Healthcare: $142 Million
Financial Services: $121 Million
Industrials: $65.8 Million
Consumer Cyclical: $62 Million
Communication Services: $34.3 Million
Energy: $27.2 Million
Other: $55.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$278B
$3.53 Million 0.4% of portfolio
39,100
Q4 2024 Reduced 3.48%
$57.9B
$3.49 Million 0.4% of portfolio
90,951
Q4 2024 Reduced 1.92%
$9.1B
$3.48 Million 0.39% of portfolio
22,459
Q4 2024 Reduced 4.65%
$299B
$3.34 Million 0.38% of portfolio
23,031
Q4 2024 Reduced 4.81%
$22.5B
$3.33 Million 0.38% of portfolio
118,153
Q4 2024 Reduced 3.67%
$401B
$3.23 Million 0.37% of portfolio
19,279
Q4 2024 Reduced 7.65%
$463B
$3.03 Million 0.34% of portfolio
18,182
Q4 2024 Reduced 1.67%
$236B
$2.9 Million 0.33% of portfolio
13,212
Q4 2024 Reduced 7.05%
$128B
$2.75 Million 0.31% of portfolio
9,380
Q4 2024 Reduced 1.05%
$35.2B
$2.52 Million 0.29% of portfolio
11,000
Q4 2023 Reduced 0.16%
$10.6B
$2.55 Million 0.29% of portfolio
46,244
Q4 2024 Reduced 15.15%
$19.6B
$2.29 Million 0.26% of portfolio
17,145
Q4 2024 Reduced 1.15%
$124B
$2.14 Million 0.24% of portfolio
12,426
Q3 2024 Reduced 5.5%
$404B
$1.94 Million 0.22% of portfolio
13,441
Q4 2024 Reduced 2.94%
$462B
$1.85 Million 0.21% of portfolio
2,018
Q4 2024 Reduced 1.85%
$128B
$1.79 Million 0.2% of portfolio
18,047
Q4 2024 Reduced 3.91%
$91.3B
$1.67 Million 0.19% of portfolio
20,280
Q3 2024 Reduced 6.35%
$1.23T
$1.64 Million 0.19% of portfolio
8,665
Q4 2024 Added 20.94%
$47.3B
$1.52 Million 0.17% of portfolio
11,563
Q4 2024 New
$227B
$1.52 Million 0.17% of portfolio
15,281
Q4 2024 Reduced 3.39%
$32.5B
$1.4 Million 0.16% of portfolio
10,240
Q4 2024 Reduced 76.63%
$73.8B
$1.31 Million 0.15% of portfolio
10,607
Q4 2024 Reduced 0.93%
$231B
$1.2 Million 0.14% of portfolio
10,594
Q3 2024 Reduced 2.08%
$4.93B
$1.13 Million 0.13% of portfolio
3,212
Q3 2021 Reduced 3.02%
$190B
$1.14 Million 0.13% of portfolio
9,869
Q4 2024 Reduced 4.76%
$87.3B
$1.07 Million 0.12% of portfolio
5,830
Q4 2024 Reduced 12.17%
$72.7B
$1.04 Million 0.12% of portfolio
2,212
Q4 2024 Reduced 2.21%
$169B
$1.06 Million 0.12% of portfolio
26,487
Q4 2024 Reduced 29.0%
$189B
$959,000 0.11% of portfolio
2,644
Q4 2024 Added 1.34%
$118B
$882,000 0.1% of portfolio
1,816
Q4 2024 Reduced 5.17%
$174B
$840,000 0.1% of portfolio
36,897
Q4 2024 Reduced 10.59%
$36.2B
$771,000 0.09% of portfolio
10,088
Q4 2024 Reduced 3.55%
$11.2B
$764,000 0.09% of portfolio
6,940
Q4 2024 Reduced 8.26%
$5.63B
$724,000 0.08% of portfolio
14,610
Q4 2024 Reduced 1.35%
$202B
$603,000 0.07% of portfolio
5,416
Q4 2024 Reduced 30.7%
$108B
$648,000 0.07% of portfolio
3,666
Q4 2024 Added 7.44%
$4.95B
$618,000 0.07% of portfolio
12,030
Q3 2024 Added 0.25%
$127B
$595,000 0.07% of portfolio
10,528
Q4 2024 Reduced 15.84%
$224B
$636,000 0.07% of portfolio
3,815
Q4 2024 Reduced 0.65%
$78.2B
$624,000 0.07% of portfolio
3,500
Q3 2024 New
$1.19T
$556,000 0.06% of portfolio
1,379
Q4 2024 New
$540B
$570,000 0.06% of portfolio
1,084
Q3 2024 Added 3.63%
$5.25B
$486,000 0.06% of portfolio
2,983
Q3 2024 Reduced 6.28%
$45.1B
$456,000 0.05% of portfolio
9,615
Q3 2024 Reduced 10.27%
$149B
$406,000 0.05% of portfolio
1,799
Q4 2024 Reduced 13.22%
$149B
$430,000 0.05% of portfolio
11,469
Q4 2024 Reduced 23.62%
$20.8B
$420,000 0.05% of portfolio
2,812
Q4 2024 Reduced 1.82%
$48.1B
$440,000 0.05% of portfolio
2,484
Q3 2024 Added 6.43%
$78.1B
$451,000 0.05% of portfolio
1,780
Q4 2024 Reduced 6.56%

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $882 Million
  • Prior Value $903 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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