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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$308B
$40.1 Million 4.55% of portfolio
298,799
Q4 2024 Reduced 7.35%
$3.3T
$37.2 Million 4.22% of portfolio
88,248
Q4 2024 Added 0.01%
$764B
$37.2 Million 4.22% of portfolio
48,231
Q4 2024 Reduced 0.18%
$202B
$36.7 Million 4.16% of portfolio
70,301
Q3 2024 Reduced 1.84%
$3.85T
$32 Million 3.63% of portfolio
127,944
Q4 2024 Reduced 2.16%
$1.2T
$21.6 Million 2.45% of portfolio
113,545
Q4 2024 Added 0.37%
$2.42T
$21.1 Million 2.39% of portfolio
95,958
Q4 2024 Reduced 3.54%
$782B
$17.4 Million 1.97% of portfolio
72,508
Q4 2024 Reduced 6.74%
$236B
$13.5 Million 1.53% of portfolio
45,623
Q4 2024 Reduced 6.0%
$503B
$13.3 Million 1.51% of portfolio
26,283
Q4 2024 Added 8.85%
$354B
$12.2 Million 1.38% of portfolio
36,491
Q4 2024 Reduced 8.18%
$549B
$12 Million 1.36% of portfolio
37,949
Q4 2024 Reduced 4.14%
$453B
$11.1 Million 1.26% of portfolio
103,541
Q4 2024 Reduced 0.14%
$205B
$11 Million 1.25% of portfolio
24,828
Q4 2024 Added 0.16%
$223B
$10.6 Million 1.2% of portfolio
20,331
Q4 2024 Added 1.34%
$423B
$9.83 Million 1.11% of portfolio
25,274
Q4 2024 Reduced 2.08%
$235B
$8.7 Million 0.99% of portfolio
69,237
Q4 2024 Reduced 7.63%
$1.53T
$8.15 Million 0.92% of portfolio
13,810
Q4 2024 Added 27.98%
$245B
$7 Million 0.79% of portfolio
118,193
Q4 2024 Reduced 3.45%
$207B
$6.32 Million 0.72% of portfolio
41,580
Q4 2024 Added 12.78%
$213B
$5.05 Million 0.57% of portfolio
17,436
Q4 2024 Reduced 0.92%
$218B
$4.4 Million 0.5% of portfolio
7,678
Q4 2024 Reduced 3.86%
$375B
$4.25 Million 0.48% of portfolio
96,628
Q4 2024 Reduced 1.13%
$265B
$3.53 Million 0.4% of portfolio
39,100
Q4 2024 Reduced 3.48%
$305B
$3.34 Million 0.38% of portfolio
23,031
Q4 2024 Reduced 4.81%
$394B
$3.23 Million 0.37% of portfolio
19,279
Q4 2024 Reduced 7.65%
$437B
$3.03 Million 0.34% of portfolio
18,182
Q4 2024 Reduced 1.67%
$205B
$2.9 Million 0.33% of portfolio
13,212
Q4 2024 Reduced 7.05%
$395B
$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%
$1.16T
$1.64 Million 0.19% of portfolio
8,665
Q4 2024 Added 20.94%
$249B
$1.52 Million 0.17% of portfolio
15,281
Q4 2024 Reduced 3.39%
$224B
$1.2 Million 0.14% of portfolio
10,594
Q3 2024 Reduced 2.08%
$208B
$959,000 0.11% of portfolio
2,644
Q4 2024 Added 1.34%
$206B
$603,000 0.07% of portfolio
5,416
Q4 2024 Reduced 30.7%
$218B
$636,000 0.07% of portfolio
3,815
Q4 2024 Reduced 0.65%
$1.23T
$556,000 0.06% of portfolio
1,379
Q4 2024 New
$523B
$570,000 0.06% of portfolio
1,084
Q3 2024 Added 3.63%
$272B
$274,000 0.03% of portfolio
4,413
Q4 2024 Reduced 8.31%
$231B
$222,000 0.03% of portfolio
210
Q4 2024 New
$297B
$204,000 0.02% of portfolio
2,915
Q4 2024 New

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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