HV
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HUDSON VALLEY INVESTMENT ADVISORS INC /ADV13F | |
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | |
| Last update 2025-04-11 | 169 Stocks (4 new) |
| Value $837.00 Mil | Turnover 4 % |
HUDSON VALLEY INVESTMENT ADVIS... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 1,254,198 | 41,689.5 | +1.57% | 4.980 | +0.08% | 0.430 | +2.29% | +4.02% | 10,076.0 | ||
LLY | Eli Lilly and Co | 48,172 | 39,785.7 | -0.12% | 4.750 | -0.01% | 0.010 | +7.69% | +2.69% | 709,031.6 | Drug Manufacturers | |
ISRG | Intuitive Surgical Inc | 68,466 | 33,909.2 | -2.61% | 4.050 | -0.11% | 0.020 | +6.50% | -1.79% | 183,739.5 | Medical Devices & Instruments | |
SPSB |
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
| 1,100,339 | 33,120.2 | +4.95% | 3.960 | +0.19% | 0.400 | +1.56% | +3.09% | 8,121.9 | ||
MSFT | Microsoft Corp | 88,090 | 33,068.1 | -0.18% | 3.950 | -0.01% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | Software | |
NVDA | NVIDIA Corp | 289,079 | 31,330.5 | -3.25% | 3.740 | -0.15% | 0.000 | +64.02% | +27.63% | 4,179,295.7 | Semiconductors | |
AAPL | Apple Inc | 126,426 | 28,083.0 | -1.19% | 3.350 | -0.04% | 0.000 | +8.32% | -15.87% | 3,138,913.2 | Hardware | |
OBT | Orange County Bancorp Inc | 1,178,905 | 27,574.6 | -2.11% | 3.290 | -0.08% | 10.380 | +26.77% | +1.50% | 372.9 | Banks | |
AMZN | Amazon.com Inc | 101,690 | 19,347.5 | +5.97% | 2.310 | +0.13% | 0.000 | +28.03% | +1.73% | 2,369,463.7 | Retail - Cyclical | |
XLK | Technology Select Sector SPDR ETF | 93,235 | 19,251.2 | +2.45% | 2.300 | +0.05% | 0.030 | +33.64% | +11.64% | 81,663.3 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Historical Top Holdings Breakdowns
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMD | Advanced Micro Devices Inc | 2025-03-31 | Reduce Reduce | -0.76% | 96.63 ($111.19) 129.55 | $160.08 | 43.97% | Reduce -63.21% | 32,633 | -56,059 | |
AES | The AES Corp | 2025-03-31 | Sold Out Sold Out | -0.59% | 9.93 ($11.57) 13.23 | $13.02 | 12.53% | Sold Out | 0 | -406,443 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | Add Add | +0.53% | 217.4 ($244.61) 264.74 | $281.92 | 15.25% | Add 133.18% | 30,808 | 17,596 | |
APH | Amphenol Corp | 2025-03-31 | New Buy New Buy | +0.47% | 61.62 ($68.22) 78.55 | $100.55 | 47.39% | New holding | 59,907 | 59,907 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.47% | 576.36 ($645.17) 736.67 | $702.91 | 8.95% | Add 49.16% | 20,599 | 6,789 | |
CBRE | CBRE Group Inc | 2025-03-31 | Add Add | +0.36% | 121.79 ($135.89) 147.13 | $138.35 | 1.81% | Add 197.9% | 34,446 | 22,883 | |
PFE | Pfizer Inc | 2025-03-31 | Reduce Reduce | -0.36% | 25.01 ($26.17) 27.13 | $24.61 | -5.96% | Reduce -76.69% | 36,392 | -119,705 | |
TRMB | Trimble Inc | 2025-03-31 | New Buy New Buy | +0.33% | 65.52 ($71.89) 77.49 | $80.67 | 12.21% | New holding | 42,130 | 42,130 | |
PWR | Quanta Services Inc | 2025-03-31 | New Buy New Buy | +0.29% | 236.71 ($288.97) 358.03 | $389.12 | 34.66% | New holding | 9,469 | 9,469 | |
ILMN | Illumina Inc | 2025-03-31 | Sold Out Sold Out | -0.26% | 79.34 ($108.24) 144.22 | $96.96 | -10.42% | Sold Out | 0 | -17,145 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Total Holding History ($B)
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Asset Allocation
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Hypothetical Growth since 2025-03-31
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Holdings Heat Map
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HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Holdings Bubble Chart
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV News
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