HV

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

13F
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
Last update 2025-01-10 177 Stocks (9 new)
Value $883.00 Mil Turnover 1 %
Countries:
Top Holdings: SPIB(4.58%)NVDA(4.54%)LLY(4.22%)MSFT(4.21%)ISRG(4.16%)
Summary Stock Picks Current Portfolio
HUDSON VALLEY INVESTMENT ADVIS... Top Holdings of 2024-12-31 View Full List
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
1,234,843
40,453.5
+2.39%
4.580
+0.11%
0.420
-0.65%
+0.03%
9,896.5
 
NVDA 		NVIDIA Corp
298,799
40,125.8
-7.35%
4.540
-0.32%
0.000
+0.58%
+2.55%
3,372,517.9
Semiconductors
LLY 		Eli Lilly and Co
48,231
37,234.3
-0.18%
4.220
-0.01%
0.010
-20.74%
-5.99%
652,651.4
Drug Manufacturers
MSFT 		Microsoft Corp
88,248
37,196.9
+0.01%
4.210
0%
0.000
+3.16%
+1.79%
3,189,786.9
Software
ISRG 		Intuitive Surgical Inc
70,301
36,694.3
0%
4.160
0%
0.020
+25.10%
+13.54%
211,086.2
Medical Devices & Instruments
OBT 		Orange County Bancorp Inc
1,204,368
33,463.4
-0.12%
3.790
0%
10.620
-7.27%
-4.44%
301.3
Banks
AAPL 		Apple Inc
127,944
32,039.8
-2.16%
3.630
-0.07%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF
1,048,489
31,307.9
+3.10%
3.550
+0.11%
0.380
+0.67%
+0.20%
8,362.6
 
GOOG 		Alphabet Inc
113,545
21,623.7
+0.37%
2.450
+0.01%
0.000
+20.22%
+3.73%
2,407,813.7
Interactive Media
XLK 		Technology Select Sector SPDR ETF
91,008
21,161.2
+0.11%
2.400
0%
0.030
+1.91%
+0.68%
73,043.7
 

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Historical Top Holdings Breakdowns

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Add
+3.74%
●
98.91 ($118.12) 134.91
$137.71
16.58%
Add 628.75%
322,486
278,234
NVDA 		NVIDIA Corp2024-06-30Reduce
-3.63%
●
76.2 ($101.1) 135.58
$137.71
36.21%
Reduce -88.35%
44,252
-335,648
IEI 		iShares 3-7 Year Treasury Bond ETF2023-12-31Sold Out
-2.11%
●
111.61 ($114.12) 117.37
$115.56
1.26%
Sold Out
0
-132,528
SPY 		S&P 500 ETF TRUST ETF2023-03-31Add
+1.91%
●
377.94 ($397.73) 415.2
$597.58
50.25%
Add 5454.72%
34,106
33,492
SHY 		iShares 1-3 Year Treasury Bond ETF2024-09-30Sold Out
-1.89%
●
81.31 ($82.5) 83.29
$82.08
-0.51%
Sold Out
0
-177,502
PFF 		iShares U.S. Preferred Stock2023-03-31Reduce
-1.86%
●
29.86 ($31.94) 33.61
$31.75
-0.59%
Reduce -87.65%
56,837
-403,309
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF2024-09-30Add
+1.77%
●
29.58 ($30) 30.31
$29.92
-0.27%
Add 108.46%
1,016,952
529,121
IGSB 		iShares 1-3 Year Credit Bond ETF2024-09-30Reduce
-1.69%
●
51.02 ($52.04) 52.73
$51.79
-0.48%
Reduce -91.53%
23,586
-254,956
SHY 		iShares 1-3 Year Treasury Bond ETF2024-03-31Reduce
-1.54%
●
81.49 ($81.84) 82.34
$82.08
0.29%
Reduce -77.18%
40,514
-136,988
SHY 		iShares 1-3 Year Treasury Bond ETF2024-06-30Add
+1.46%
●
81.05 ($81.36) 81.66
$82.08
0.88%
Add 338.13%
177,502
136,988

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Total Holding History ($B)

To

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Asset Allocation

To

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Hypothetical Growth since 2024-12-31

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Holdings Heat Map

Size field:

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's Holdings Bubble Chart

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV News

  • 1

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