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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$296B
$3.72 Million 0.44% of portfolio
89,143
Q1 2025 Reduced 7.75%
$18.3B
$3.61 Million 0.43% of portfolio
123,221
Q1 2025 Added 4.29%
$7.29B
$3.55 Million 0.42% of portfolio
177,260
Q1 2025 Added 7.18%
$251B
$3.42 Million 0.41% of portfolio
38,962
Q1 2025 Reduced 0.35%
$138B
$3.35 Million 0.4% of portfolio
32,633
Q1 2025 Reduced 63.21%
$393B
$3.16 Million 0.38% of portfolio
18,556
Q1 2025 Reduced 3.75%
$13.9B
$2.77 Million 0.33% of portfolio
42,130
Q1 2025 New
$118B
$2.54 Million 0.3% of portfolio
8,305
Q1 2025 Reduced 11.46%
$36.3B
$2.41 Million 0.29% of portfolio
9,469
Q1 2025 New
$92.5B
$2.4 Million 0.29% of portfolio
19,691
Q1 2025 Added 20.8%
$31.2B
$2.42 Million 0.29% of portfolio
11,000
Q4 2023 Reduced 0.16%
$7.83B
$2.36 Million 0.28% of portfolio
46,244
Q4 2024 Reduced 15.15%
$331B
$2.35 Million 0.28% of portfolio
16,782
Q1 2025 Reduced 7.7%
$410B
$2.21 Million 0.26% of portfolio
13,309
Q1 2025 Reduced 0.98%
$6.8B
$1.88 Million 0.23% of portfolio
14,853
Q1 2025 Reduced 33.87%
$424B
$1.81 Million 0.22% of portfolio
1,912
Q1 2025 Reduced 5.25%
$85.2B
$1.74 Million 0.21% of portfolio
12,426
Q3 2024 Reduced 5.5%
$111B
$1.65 Million 0.2% of portfolio
15,737
Q1 2025 Reduced 12.8%
$227B
$1.37 Million 0.16% of portfolio
10,309
Q1 2025 Reduced 2.69%
$185B
$1.29 Million 0.15% of portfolio
9,769
Q1 2025 Reduced 1.01%
$197B
$1.19 Million 0.14% of portfolio
13,302
Q1 2025 Reduced 12.95%
$57B
$1.16 Million 0.14% of portfolio
10,563
Q1 2025 Reduced 0.41%
$180B
$1.09 Million 0.13% of portfolio
23,983
Q1 2025 Reduced 9.45%
$81.8B
$962,000 0.12% of portfolio
1,880
Q1 2025 Reduced 15.01%
$903B
$1.03 Million 0.12% of portfolio
6,653
Q1 2025 Reduced 23.22%
$188B
$1 Million 0.12% of portfolio
35,479
Q1 2025 Reduced 3.84%
$4.6B
$932,000 0.11% of portfolio
3,212
Q3 2021 Reduced 3.02%
$124B
$922,000 0.11% of portfolio
36,392
Q1 2025 Reduced 76.69%
$101B
$880,000 0.11% of portfolio
4,045
Q1 2025 Reduced 30.62%
$127B
$916,000 0.11% of portfolio
12,924
Q1 2025 Added 141.39%
$150B
$868,000 0.1% of portfolio
2,634
Q1 2025 Reduced 0.38%
$12.3B
$821,000 0.1% of portfolio
6,940
Q4 2024 Reduced 8.26%
$4.75B
$712,000 0.09% of portfolio
12,030
Q3 2024 Added 0.25%
$195B
$763,000 0.09% of portfolio
3,815
Q4 2024 Reduced 0.65%
$36.2B
$714,000 0.09% of portfolio
9,519
Q1 2025 Reduced 5.64%
$63.4B
$627,000 0.08% of portfolio
3,500
Q3 2024 New
$4.88B
$674,000 0.08% of portfolio
14,610
Q4 2024 Reduced 1.35%
$120B
$707,000 0.08% of portfolio
1,583
Q1 2025 Reduced 12.83%
$95B
$548,000 0.07% of portfolio
3,217
Q1 2025 Reduced 12.25%
$85.6B
$567,000 0.07% of portfolio
8,381
Q1 2025 Reduced 3.73%
$104B
$622,000 0.07% of portfolio
10,209
Q1 2025 Reduced 3.03%
$486B
$594,000 0.07% of portfolio
1,084
Q3 2024 Added 3.63%
$153B
$467,000 0.06% of portfolio
4,736
Q1 2025 Reduced 12.56%
$5.34B
$431,000 0.05% of portfolio
4,587
Q1 2025 Reduced 0.33%
$0
$419,000 0.05% of portfolio
47,965
Q1 2025 Added 0.01%
$116B
$447,000 0.05% of portfolio
1,481
Q1 2025 Reduced 13.9%
$146B
$389,000 0.05% of portfolio
1,250
Q3 2024 Reduced 28.98%
$5.04B
$436,000 0.05% of portfolio
2,665
Q1 2025 Reduced 10.66%
$34.4B
$440,000 0.05% of portfolio
9,615
Q3 2024 Reduced 10.27%

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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