HV
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HUDSON VALLEY INVESTMENT ADVISORS INC /ADV13F | |
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | |
| Last update 2025-07-21 | 175 Stocks (11 new) |
| Value $913.00 Mil | Turnover 5 % |
HUDSON VALLEY INVESTMENT ADVIS... Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 280,390 | 44,299.0 | -3.01% | 4.850 | -0.11% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
MSFT | Microsoft Corp | 85,875 | 42,715.1 | -2.51% | 4.680 | -0.10% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 1,231,779 | 41,363.1 | -1.79% | 4.530 | -0.09% | 0.410 | +2.91% | +4.52% | 10,445.8 | ||
LLY | Eli Lilly and Co | 48,027 | 37,438.5 | -0.30% | 4.100 | -0.01% | 0.010 | -3.48% | +3.87% | 717,192.0 | Drug Manufacturers | |
ISRG | Intuitive Surgical Inc | 67,221 | 36,528.6 | -1.82% | 4.000 | -0.07% | 0.020 | +2.87% | -3.83% | 179,908.0 | Medical Devices & Instruments | |
SPSB |
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
| 1,085,013 | 32,756.5 | -1.39% | 3.590 | -0.06% | 0.400 | +1.66% | +3.22% | 8,174.9 | ||
OBT | Orange County Bancorp Inc | 1,161,617 | 30,016.2 | -1.47% | 3.290 | -0.05% | 8.690 | +20.09% | +0.19% | 368.1 | Banks | |
AAPL | Apple Inc | 128,951 | 26,456.9 | +2.00% | 2.900 | +0.06% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
XLK | Technology Select Sector SPDR ETF | 92,215 | 23,351.6 | -1.09% | 2.560 | -0.03% | 0.030 | +31.65% | +12.33% | 82,708.7 | ||
AMZN | Amazon.com Inc | 99,624 | 21,856.7 | -2.03% | 2.390 | -0.05% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NFLX | Netflix Inc | 2025-06-30 | New Buy New Buy | +0.65% | 855.86 ($1127.52) 1339.13 | $1,176.78 | 4.37% | New holding | 4,450 | 4,450 | |
NOW | ServiceNow Inc | 2025-06-30 | New Buy New Buy | +0.62% | 721.65 ($940.98) 1040.18 | $956.43 | 1.64% | New holding | 5,479 | 5,479 | |
MELI | MercadoLibre Inc | 2025-06-30 | New Buy New Buy | +0.56% | 1794.73 ($2329.26) 2613.63 | $2,394.43 | 2.80% | New holding | 1,947 | 1,947 | |
TTWO | Take-Two Interactive Software Inc | 2025-06-30 | New Buy New Buy | +0.55% | 194.58 ($225.02) 243.05 | $228.73 | 1.65% | New holding | 20,574 | 20,574 | |
ROK | Rockwell Automation Inc | 2025-06-30 | New Buy New Buy | +0.34% | 218.97 ($284.46) 332.17 | $357.99 | 25.85% | New holding | 9,309 | 9,309 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Reduce Reduce | -0.33% | 274.35 ($384.44) 599.47 | $292.51 | -23.91% | Reduce -21.54% | 19,398 | -5,324 | |
NEE | NextEra Energy Inc | 2025-06-30 | Add Add | +0.31% | 64.11 ($69.48) 75 | $72.82 | 4.81% | Add 316.3% | 53,802 | 40,878 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | New Buy New Buy | +0.30% | 58.41 ($67.22) 72.69 | $74.59 | 10.96% | New holding | 37,666 | 37,666 | |
DUK | Duke Energy Corp | 2025-06-30 | Add Add | +0.29% | 112.46 ($118.06) 124.05 | $119.51 | 1.23% | Add 115.04% | 42,343 | 22,652 | |
CSX | CSX Corp | 2025-06-30 | Reduce Reduce | -0.25% | 26.69 ($30.08) 32.91 | $34.97 | 16.26% | Reduce -30.71% | 158,737 | -70,369 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Total Holding History ($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 2025-06-30
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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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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