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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.64B
$5.23 Million 0.59% of portfolio
406,443
Q4 2024 Added 12.08%
$216B
$5.05 Million 0.57% of portfolio
17,436
Q4 2024 Reduced 0.92%
$0
$4.84 Million 0.55% of portfolio
107,810
Q4 2024 Added 10.19%
$11.4B
$4.66 Million 0.53% of portfolio
24,834
Q4 2024 Reduced 0.37%
$216B
$4.4 Million 0.5% of portfolio
7,678
Q4 2024 Reduced 3.86%
$150B
$4.3 Million 0.49% of portfolio
58,113
Q4 2024 Added 16.33%
$378B
$4.25 Million 0.48% of portfolio
96,628
Q4 2024 Reduced 1.13%
$151B
$4.14 Million 0.47% of portfolio
156,097
Q4 2024 Reduced 11.92%
$31.3B
$3.89 Million 0.44% of portfolio
33,339
Q4 2024 Added 5.4%
$11.2B
$3.85 Million 0.44% of portfolio
165,383
Q4 2024 Reduced 3.19%
$79.9B
$3.67 Million 0.42% of portfolio
61,504
Q4 2024 Added 5.81%
$0
$3.7 Million 0.42% of portfolio
48,721
Q4 2024 Added 1.68%
$264B
$3.53 Million 0.4% of portfolio
39,100
Q4 2024 Reduced 3.48%
$60.3B
$3.49 Million 0.4% of portfolio
90,951
Q4 2024 Reduced 1.92%
$9.91B
$3.48 Million 0.39% of portfolio
22,459
Q4 2024 Reduced 4.65%
$308B
$3.34 Million 0.38% of portfolio
23,031
Q4 2024 Reduced 4.81%
$0
$3.26 Million 0.37% of portfolio
38,028
Q4 2024 Added 2.91%
$402B
$3.23 Million 0.37% of portfolio
19,279
Q4 2024 Reduced 7.65%
$427B
$3.03 Million 0.34% of portfolio
18,182
Q4 2024 Reduced 1.67%
$201B
$2.9 Million 0.33% of portfolio
13,212
Q4 2024 Reduced 7.05%
$125B
$2.75 Million 0.31% of portfolio
9,380
Q4 2024 Reduced 1.05%
$0
$2.56 Million 0.29% of portfolio
4,502
Q4 2024 Reduced 1.68%
$36.8B
$2.52 Million 0.29% of portfolio
11,000
Q4 2023 Reduced 0.16%
$10.4B
$2.55 Million 0.29% of portfolio
46,244
Q4 2024 Reduced 15.15%
$21.7B
$2.29 Million 0.26% of portfolio
17,145
Q4 2024 Reduced 1.15%
$129B
$2.14 Million 0.24% of portfolio
12,426
Q3 2024 Reduced 5.5%
$400B
$1.94 Million 0.22% of portfolio
13,441
Q4 2024 Reduced 2.94%
$427B
$1.85 Million 0.21% of portfolio
2,018
Q4 2024 Reduced 1.85%
$131B
$1.79 Million 0.2% of portfolio
18,047
Q4 2024 Reduced 3.91%
$86.7B
$1.76 Million 0.2% of portfolio
16,300
Q4 2024 Added 0.79%
$94.2B
$1.67 Million 0.19% of portfolio
20,280
Q3 2024 Reduced 6.35%
$1.16T
$1.64 Million 0.19% of portfolio
8,665
Q4 2024 Added 20.94%
$0
$1.69 Million 0.19% of portfolio
22,303
Q4 2024 Reduced 0.68%
$0
$1.59 Million 0.18% of portfolio
3,115
Q4 2024 Added 4.36%
$46B
$1.52 Million 0.17% of portfolio
11,563
Q4 2024 New
$248B
$1.52 Million 0.17% of portfolio
15,281
Q4 2024 Reduced 3.39%
$35.1B
$1.4 Million 0.16% of portfolio
10,240
Q4 2024 Reduced 76.63%
$76.3B
$1.31 Million 0.15% of portfolio
10,607
Q4 2024 Reduced 0.93%
$227B
$1.2 Million 0.14% of portfolio
10,594
Q3 2024 Reduced 2.08%
$0
$1.19 Million 0.13% of portfolio
11,278
Q3 2024 Added 56.31%
$0
$1.12 Million 0.13% of portfolio
21,581
Q4 2024 Reduced 8.5%
$5.42B
$1.13 Million 0.13% of portfolio
3,212
Q3 2021 Reduced 3.02%
$184B
$1.14 Million 0.13% of portfolio
9,869
Q4 2024 Reduced 4.76%
$89.4B
$1.07 Million 0.12% of portfolio
5,830
Q4 2024 Reduced 12.17%
$77.5B
$1.04 Million 0.12% of portfolio
2,212
Q4 2024 Reduced 2.21%
$171B
$1.06 Million 0.12% of portfolio
26,487
Q4 2024 Reduced 29.0%
$0
$1.08 Million 0.12% of portfolio
12,778
Q4 2024 Added 9.3%
$209B
$959,000 0.11% of portfolio
2,644
Q4 2024 Added 1.34%
$0
$980,000 0.11% of portfolio
24,109
Q4 2024 Added 8.2%

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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