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Size ($ in 1000's)
At 03/31/2024: $834,946
At 12/31/2023: $736,019
Hudson Valley Investment Advisors Inc. ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hudson Valley Investment Advisors Inc. ADV 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Hudson Valley Investment Advisors Inc. ADV top holdings by largest position size, as per the latest 13f filing made by Hudson Valley Investment Advisors Inc. ADV.
In the Hudson Valley Investment Advisors Inc. ADV-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Hudson Valley Investment Advisors Inc. ADV in that top holding, then the share count change between reporting periods, and finally the Hudson Valley Investment Advisors Inc. ADV top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| Eli Lilly and Co |
51,391 |
+1,101 |
$39,980 | | LLY | 51,391 | +1,101 | $39,980 | | Microsoft Corp |
93,998 |
-1,246 |
$39,547 | | MSFT | 93,998 | -1,246 | $39,547 | | NVIDIA CORP |
37,990 |
-1,173 |
$34,327 | | NVDA | 37,990 | -1,173 | $34,327 | | SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) |
953,625 |
+114,841 |
$31,174 | | SPIB | 953,625 | +114,841 | $31,174 | | Intuitive Surgical Inc |
71,651 |
+31 |
$28,595 | | ISRG | 71,651 | +31 | $28,595 | | ORANGE COUNTY BANCORP INC. |
602,279 |
+3,769 |
$27,705 | | OBT | 602,279 | +3,769 | $27,705 | | Apple Inc |
135,149 |
+2,750 |
$23,175 | | AAPL | 135,149 | +2,750 | $23,175 | | Technology Select Sector SPDR ETF (XLK) |
93,964 |
-579 |
$19,570 | | XLK | 93,964 | -579 | $19,570 | | SPDR Portfolio Short Term Corporate Bond ETF (SPSB) |
645,112 |
+157,281 |
$19,205 | | SPSB | 645,112 | +157,281 | $19,205 | | JPMorgan Chase & Co |
88,347 |
+5,258 |
$17,696 | | JPM | 88,347 | +5,258 | $17,696 | | Alphabet Inc C |
110,673 |
+8,189 |
$16,851 | | GOOG | 110,673 | +8,189 | $16,851 | | Amazon.com Inc |
87,076 |
+10,851 |
$15,707 | | AMZN | 87,076 | +10,851 | $15,707 | | SPDR S&P 500 ETF (SPY) |
28,936 |
-1,689 |
$15,136 | | SPY | 28,936 | -1,689 | $15,136 | | Advanced Micro Devices Inc |
76,495 |
+11,052 |
$13,807 | | AMD | 76,495 | +11,052 | $13,807 | | Exxon Mobil Corp |
116,136 |
+10,998 |
$13,500 | | XOM | 116,136 | +10,998 | $13,500 | | K L A TENCOR CORP |
17,560 |
+5,218 |
$12,267 | | KLAC | 17,560 | +5,218 | $12,267 | | American Express Co |
51,206 |
+12,679 |
$11,659 | | AXP | 51,206 | +12,679 | $11,659 | | Marsh & Mclennan Companies Inc |
54,062 |
+12,645 |
$11,136 | | MMC | 54,062 | +12,645 | $11,136 | | The Home Depot Inc |
28,937 |
-4,045 |
$11,100 | | HD | 28,937 | -4,045 | $11,100 | | Thermo Fisher Scientific Inc |
18,927 |
+245 |
$11,001 | | TMO | 18,927 | +245 | $11,001 | | United Rentals Inc |
15,245 |
+2,210 |
$10,993 | | URI | 15,245 | +2,210 | $10,993 | | Visa Inc Class A |
38,847 |
+9,853 |
$10,842 | | V | 38,847 | +9,853 | $10,842 | | CHIPOTLE MEXICAN GRILL INC. COM |
3,622 |
+1,065 |
$10,528 | | CMG | 3,622 | +1,065 | $10,528 | | Adobe Systems Inc |
20,235 |
+2,031 |
$10,211 | | ADBE | 20,235 | +2,031 | $10,211 | | AbbVie Inc |
54,192 |
+6,053 |
$9,868 | | ABBV | 54,192 | +6,053 | $9,868 | | Danaher Corp |
39,276 |
+5,276 |
$9,808 | | DHR | 39,276 | +5,276 | $9,808 | | ISHARES 1 5 YEAR INVESTMENT GRADE CORPORATE BOND E (IGSB) |
188,887 |
-89,655 |
$9,686 | | IGSB | 188,887 | -89,655 | $9,686 | | SPDR SECTOR HEALTH CARE ETF (XLV) |
64,622 |
-800 |
$9,547 | | XLV | 64,622 | -800 | $9,547 | | CSX Corp |
253,127 |
+39,905 |
$9,383 | | CSX | 253,127 | +39,905 | $9,383 | | UnitedHealth Group Inc |
18,830 |
+826 |
$9,316 | | UNH | 18,830 | +826 | $9,316 | | Broadcom Inc Com |
6,980 |
-246 |
$9,253 | | AVGO | 6,980 | -246 | $9,253 | | Medtronic PLC |
105,193 |
-923 |
$9,168 | | MDT | 105,193 | -923 | $9,168 | | CHART INDUSTRIES INC |
55,071 |
+15,838 |
$9,071 | | GTLS | 55,071 | +15,838 | $9,071 | | SPDR SECTOR FINANCIAL ETF (XLF) |
196,193 |
+837 |
$8,264 | | XLF | 196,193 | +837 | $8,264 | | Salesforce Inc |
27,370 |
+3,941 |
$8,243 | | CRM | 27,370 | +3,941 | $8,243 | | PepsiCo Inc |
46,234 |
+1,396 |
$8,092 | | PEP | 46,234 | +1,396 | $8,092 | | Morgan Stanley |
85,489 |
+20,810 |
$8,050 | | MS | 85,489 | +20,810 | $8,050 | | Lincoln Electric Holdings Inc |
30,640 |
+8,178 |
$7,827 | | LECO | 30,640 | +8,178 | $7,827 | | Starbucks Corp |
84,321 |
+20,574 |
$7,706 | | SBUX | 84,321 | +20,574 | $7,706 | | Cisco Systems Inc |
150,037 |
+29,286 |
$7,488 | | CSCO | 150,037 | +29,286 | $7,488 | | NUCOR CORP |
37,227 |
+8,334 |
$7,367 | | NUE | 37,227 | +8,334 | $7,367 | | AutoZone Inc |
2,311 |
+688 |
$7,287 | | AZO | 2,311 | +688 | $7,287 | | FLUOR CORPORATION |
171,404 |
+48,931 |
$7,247 | | FLR | 171,404 | +48,931 | $7,247 | | BAKER HUGHES CO |
213,551 |
+93,947 |
$7,154 | | BKR | 213,551 | +93,947 | $7,154 | | Sherwin Williams Co |
20,240 |
+2,237 |
$7,030 | | SHW | 20,240 | +2,237 | $7,030 | | Schlumberger Ltd |
127,826 |
+53,248 |
$7,006 | | SLB | 127,826 | +53,248 | $7,006 | | ISHARES FLOATING RATE BOND ETF (FLOT) |
135,692 |
-4,031 |
$6,928 | | FLOT | 135,692 | -4,031 | $6,928 | | W.W. Grainger Inc |
6,692 |
+1,979 |
$6,808 | | GWW | 6,692 | +1,979 | $6,808 | | Prologis Inc |
51,030 |
+10,455 |
$6,645 | | PLD | 51,030 | +10,455 | $6,645 | | Lennar Corp |
38,618 |
+14,109 |
$6,642 | | LEN | 38,618 | +14,109 | $6,642 |
See Full List: All Stocks Held By Hudson Valley Investment Advisors Inc. ADV
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Hudson Valley Investment Advisors Inc. ADV
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