Hudson Valley Investment Advisors Inc /adv Holdings & Portfolio - 13F Filings Analysis - Stocknear

Hudson Valley Investment Advisors Inc /adv

CIK Number: 0000943442

913.44M
Market Value
163
# of Holdings
26 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 11, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPIB SPDR Portfolio ...
33.91
+0.13% 1.25M +1.57% 41.69M 32.7 4.98% Share
2 LLY Eli Lilly and C...
738.59
+1.56% 48.17K -0.12% 39.79M 120.16 4.75% Share
3 ISRG Intuitive Surgi...
470.00
+0.67% 68.47K -2.61% 33.91M 55.24 4.05% Share
4 SPSB SPDR Portfolio ...
30.25
+0.02% 1.1M +4.95% 33.12M 30.12 3.96% Share
5 MSFT Microsoft Corpo...
498.20
+0.65% 88.09K -0.18% 33.07M 86.26 3.95% Share
6 NVDA NVIDIA Corporat...
168.31
+0.77% 289.08K -3.25% 31.33M 105.96 3.74% Share
7 AAPL Apple Inc.
237.88
-0.76% 126.43K -1.19% 28.08M 54.18 3.35% Share
8 OBT Orange County B...
26.56
-0.71% 1.18M +95.77% 27.57M 17.95 3.29% Share
9 AMZN Amazon.com, Inc...
235.84
+1.51% 101.69K +5.97% 19.35M 120.87 2.31% Share
10 XLK Technology Sele...
264.85
+0.76% 93.23K +2.45% 19.25M 156.34 2.30% Share
11 GOOG Alphabet Inc.
234.16
-0.43% 112.96K -0.52% 17.65M 72.8 2.11% Share
12 JPM JPMorgan Chase ...
293.24
-0.39% 69.57K -4.05% 17.07M 81.24 2.04% Share
13 KLAC KLA Corporation
908.98
+0.43% 20.63K -2.69% 14.03M 541.53 1.68% Share
14 UNH UnitedHealth Gr...
320.56
+1.64% 24.72K -5.94% 12.95M 312.89 1.55% Share
15 V Visa Inc.
342.43
-0.23% 36.84K -2.92% 12.91M 218.32 1.54% Share
16 XOM Exxon Mobil Cor...
109.87
+0.59% 104.6K +1.03% 12.44M 86.14 1.49% Share
17 AXP American Expres...
325.50
-0.22% 45.76K +0.29% 12.31M 179.32 1.47% Share
18 SPY SPDR S&P 500 ET...
648.84
+0.25% 21.24K -7.73% 11.88M 416.66 1.42% Share
19 META Meta Platforms,...
752.30
-0.02% 20.6K +49.16% 11.87M 363.73 1.42% Share
20 MMC Marsh & McLenna...
203.28
-0.23% 48.37K -3.1% 11.8M 119.18 1.41% Share
21 AZO AutoZone, Inc.
4248.10
+0.68% 2.95K +10.10% 11.27M 2440.62 1.35% Share
22 CRM Salesforce, Inc...
252.32
+0.62% 39.74K +8.91% 10.67M 215.47 1.27% Share
23 ADBE Adobe Inc.
358.66
+2.78% 26.74K +7.68% 10.25M 245.33 1.22% Share
24 ABBV AbbVie Inc.
209.94
-1.23% 48.59K -9.3% 10.18M 146.23 1.22% Share
25 XLF Financial Selec...
53.10
+0.06% 204.25K -3.61% 10.17M 37.98 1.22% Share
26 TMO Thermo Fisher S...
487.83
-0.97% 20.28K -0.25% 10.09M 146.41 1.21% Share
27 AVGO Broadcom Inc.
345.65
+3.21% 59.37K -4.9% 9.94M 48.47 1.19% Share
28 DHR Danaher Corpora...
198.67
-0.77% 46.51K -1.06% 9.53M 160.7 1.14% Share
29 MDT Medtronic plc
92.99
+0.10% 103.07K -0.34% 9.26M 78.95 1.11% Share
30 URI United Rentals,...
970.22
-0.51% 14.73K +8.73% 9.23M 428.57 1.10% Share
31 CMG Chipotle Mexica...
39.65
-3.45% 173.11K +14.19% 8.69M 56.32 1.04% Share
32 HD The Home Depot,...
420.08
+0.27% 23.21K -8.15% 8.51M 121.73 1.02% Share
33 GTLS Chart Industrie...
199.79
+0.17% 58.22K +2.68% 8.4M 147.33 1.00% Share
34 MS Morgan Stanley
148.77
+0.46% 68.46K -1.12% 7.99M 66.69 0.95% Share
35 XLV Health Care Sel...
137.82
-0.06% 54.38K -5.07% 7.94M 134.6 0.95% Share
36 GWW W.W. Grainger, ...
998.35
+0.49% 7.98K +7.13% 7.88M 868.37 0.94% Share
37 FLOT iShares Floatin...
50.88
0.00% 151.13K +3.52% 7.72M 50.5 0.92% Share
38 IBM International B...
256.14
+3.06% 30.81K +133.18% 7.66M 206.01 0.92% Share
39 CSCO Cisco Systems, ...
66.88
-0.03% 119.14K +0.80% 7.35M 40.6 0.88% Share
40 XLY Consumer Discre...
236.10
+0.42% 36.13K -0.97% 7.13M 178.21 0.85% Share
41 SBUX Starbucks Corpo...
84.17
-1.47% 69.74K +7.11% 6.84M 88.05 0.82% Share
42 FLR Fluor Corporati...
40.80
-1.85% 189.26K +18.01% 6.78M 35.11 0.81% Share
43 XLC Communication S...
114.86
+0.15% 70.22K -2.55% 6.77M 66.26 0.81% Share
44 CSX CSX Corporation
32.43
-0.31% 229.11K -10.47% 6.74M 28.52 0.81% Share
45 PEP PepsiCo, Inc.
141.71
-3.2% 42.01K +1.04% 6.3M 106.7 0.75% Share
46 PLD Prologis, Inc.
113.59
-0.05% 55.89K -3.74% 6.25M 107.91 0.75% Share
47 XLI Industrial Sele...
151.28
+0.23% 47.12K -5.37% 6.18M 102.84 0.74% Share
48 SHW The Sherwin-Wil...
375.39
+0.79% 17.63K -9.27% 6.15M 190.51 0.74% Share
49 CIEN Ciena Corporati...
119.02
+2.00% 97.54K -1.7% 5.89M 54.51 0.70% Share
50 BKR Baker Hughes Co...
45.64
+0.13% 128.94K -4.58% 5.67M 32.93 0.68% Share
51 MCD McDonald's Corp...
312.87
-0.48% 17.27K -0.93% 5.4M 239.48 0.64% Share
52 SCHW The Charles Sch...
93.48
+1.56% 62.09K +6.84% 4.86M 66.88 0.58% Share
53 SPSM SPDR Portfolio ...
46.36
-0.11% 118.86K +10.25% 4.84M 40.4 0.58% Share
54 LECO Lincoln Electri...
243.24
-0.44% 25.56K +2.91% 4.83M 145.55 0.58% Share
55 GS The Goldman Sac...
741.86
+0.49% 8.63K +12.37% 4.71M 481.34 0.56% Share
56 CBRE CBRE Group, Inc...
163.59
-0.48% 34.45K +197.90% 4.5M 130.95 0.54% Share
57 MDLZ Mondelez Intern...
61.94
+0.32% 61.39K -0.19% 4.17M 65.89 0.50% Share
58 XLP Consumer Staple...
80.57
-0.37% 48.66K -0.12% 3.97M 75.08 0.47% Share
59 SLB Schlumberger Li...
35.80
-0.07% 94.2K +3.57% 3.94M 49.98 0.47% Share
60 APH Amphenol Corpor...
110.58
+0.12% 59.91K +100.00% 3.93M 65.59 0.47% Share
61 CVX Chevron Corpora...
154.09
+0.28% 22.77K -1.12% 3.81M 133.93 0.46% Share
62 NUE Nucor Corporati...
144.01
-2.21% 30.93K -7.23% 3.72M 144.96 0.44% Share
63 BAC Bank of America...
49.48
-0.58% 89.14K -7.75% 3.72M 28.42 0.44% Share
64 WY Weyerhaeuser Co...
25.97
-0.69% 123.22K +4.29% 3.61M 32.72 0.43% Share
65 OWL Blue Owl Capita...
18.02
+1.32% 177.26K +7.18% 3.55M 19.41 0.42% Share
66 WMT Walmart Inc.
102.35
+1.83% 38.96K -0.35% 3.42M 64.88 0.41% Share
67 AMD Advanced Micro ...
151.41
+0.18% 32.63K -63.21% 3.35M 117.51 0.40% Share
68 XLE Energy Select S...
87.18
-0.21% 33.99K -10.62% 3.18M 77.41 0.38% Share
69 PG The Procter & G...
159.07
-0.59% 18.56K -3.75% 3.16M 95.28 0.38% Share
70 TRMB Trimble Inc.
81.29
+0.68% 42.13K +100.00% 2.77M 65.65 0.33% Share
71 ADP Automatic Data ...
298.43
+0.83% 8.3K -11.46% 2.54M 90.79 0.30% Share
72 RMD ResMed Inc.
279.58
+0.91% 11K 0.00% 2.46M 64.74 0.29% Share
73 PWR Quanta Services...
375.55
+0.82% 9.47K +100.00% 2.41M 254.18 0.29% Share
74 DUK Duke Energy Cor...
120.19
-0.35% 19.69K +20.80% 2.4M 96.3 0.29% Share
75 WBS Webster Financi...
62.08
+0.11% 46.24K 0.00% 2.38M 47.76 0.28% Share
76 MDY SPDR S&P MIDCAP...
603.12
+0.04% 4.44K -1.4% 2.37M 451.2 0.28% Share
77 ORCL Oracle Corporat...
238.50
+2.45% 16.78K -7.7% 2.35M 56.28 0.28% Share
78 JNJ Johnson & Johns...
178.15
-0.16% 13.31K -0.98% 2.21M 98.49 0.26% Share
79 GNRC Generac Holding...
183.98
+1.48% 14.85K -33.87% 1.88M 158.88 0.22% Share
80 SO The Southern Co...
90.86
-1.01% 20.19K -0.44% 1.86M 68.43 0.22% Share
81 COST Costco Wholesal...
971.85
+0.87% 1.91K -5.25% 1.81M 330.13 0.22% Share
82 BX Blackstone Inc.
173.32
+1.96% 12.43K 0.00% 1.74M 98 0.21% Share
83 XLU Utilities Selec...
82.60
-1.04% 21.9K -1.8% 1.73M 73.36 0.21% Share
84 COP ConocoPhillips
91.41
-1.66% 15.74K -12.8% 1.65M 58.31 0.20% Share
85 ABT Abbott Laborato...
132.25
-0.52% 10.31K -2.69% 1.37M 40.59 0.16% Share
86 QQQ Invesco QQQ Tru...
578.87
+0.49% 2.85K -8.67% 1.33M 286.04 0.16% Share
87 RTX RTX Corporation
154.21
-2.1% 9.77K -1.01% 1.29M 83.38 0.15% Share
88 MRK Merck & Co., In...
84.11
-0.71% 13.3K -12.95% 1.19M 61.71 0.14% Share
89 SUB iShares Short-T...
107.15
+0.09% 11.28K 0.00% 1.19M 104.96 0.14% Share
90 EMR Emerson Electri...
132.72
+0.13% 10.56K -0.41% 1.16M 65.46 0.14% Share
91 XLB Materials Selec...
92.07
+0.12% 13.28K +3.90% 1.14M 82.89 0.14% Share
92 XLRE The Real Estate...
41.90
-0.66% 27.08K +12.34% 1.13M 40.1 0.14% Share
93 VZ Verizon Communi...
43.32
-2.39% 23.98K -9.45% 1.09M 49.57 0.13% Share
94 GOOGL Alphabet Inc.
234.04
-0.41% 6.65K -23.22% 1.03M 97.31 0.12% Share
95 T AT&T Inc.
28.91
-2.28% 35.48K -3.84% 1M 22.5 0.12% Share
96 NOC Northrop Grumma...
581.98
+0.20% 1.88K -15.01% 962.58K 170.08 0.12% Share
97 CSWI CSW Industrials...
305.10
0.00% 3.21K 0.00% 936.36K 68.36 0.11% Share
98 PFE Pfizer Inc.
24.57
-1.27% 36.39K -76.69% 922.18K 31.63 0.11% Share
99 NEE NextEra Energy,...
69.78
-1.57% 12.92K +141.39% 916.18K 73.65 0.11% Share
100 AMT American Tower ...
193.52
-2.42% 4.04K -30.62% 880.19K 179.08 0.11% Share
101 CAT Caterpillar Inc...
423.00
-0.02% 2.63K -0.38% 868.69K 152.68 0.10% Share
102 SPMD SPDR Portfolio ...
57.90
+0.02% 16.3K +14.82% 834.08K 47.91 0.10% Share
103 SJM The J. M. Smuck...
111.61
-0.8% 6.94K 0.00% 821.76K 137.41 0.10% Share
104 GE GE Aerospace
276.09
-1.12% 3.81K 0.00% 763.57K 49.73 0.09% Share
105 SYY Sysco Corporati...
81.59
-1.04% 9.52K -5.64% 714.31K 63.75 0.09% Share
106 LMT Lockheed Martin...
459.20
-1.01% 1.58K -12.83% 707.23K 300.85 0.08% Share
107 SUN Sunoco LP
51.10
+0.50% 12.03K 0.00% 698.46K 28.84 0.08% Share
108 CMC Commercial Meta...
59.80
+1.00% 14.61K 0.00% 672.21K 15.62 0.08% Share
109 IYW iShares U.S. Te...
184.26
+0.78% 4.5K -3.13% 631.28K 63.3 0.08% Share
110 COF Capital One Fin...
220.03
-0.68% 3.5K 0.00% 627.55K 149.73 0.07% Share
111 BMY Bristol-Myers S...
46.72
-0.89% 10.21K -3.03% 622.63K 49.87 0.07% Share
112 MA Mastercard Inco...
586.91
+0.46% 1.08K 0.00% 594.16K 298.75 0.07% Share
113 CVS CVS Health Corp...
70.26
-4.77% 8.38K -3.73% 567.82K 65.66 0.07% Share
114 BA The Boeing Comp...
231.08
+0.64% 3.22K -12.25% 548.66K 154.69 0.07% Share
115 NYF iShares New Yor...
52.88
+0.66% 10.05K 0.00% 529.13K 51.12 0.06% Share
116 DIS The Walt Disney...
118.86
+0.81% 4.74K -12.56% 467.44K 97.59 0.06% Share
117 CB Chubb Limited
277.60
+0.08% 1.48K -13.9% 447.22K 183.85 0.05% Share
118 BCPC Balchem Corpora...
162.13
+0.60% 2.67K -10.66% 442.39K 62.35 0.05% Share
119 IJR iShares Core S&...
118.94
-0.16% 4.22K -0.02% 441.08K 82.15 0.05% Share
120 GLW Corning Incorpo...
72.15
+1.35% 9.62K 0.00% 440.18K 16.85 0.05% Share
121 SPYG SPDR Portfolio ...
100.99
+0.54% 5.43K -5.02% 436.81K 64.53 0.05% Share
122 IVV iShares Core S&...
652.09
+0.25% 775 0.00% 435.47K 393.92 0.05% Share
123 OSK Oshkosh Corpora...
139.02
-0.39% 4.59K -0.33% 431.55K 58.16 0.05% Share
124 EXR Extra Space Sto...
147.04
-0.16% 2.81K 0.00% 417.55K 121.58 0.05% Share
125 AMGN Amgen Inc.
280.19
-1.22% 1.25K 0.00% 389.44K 199.66 0.05% Share
126 SPYV SPDR Portfolio ...
54.38
-0.11% 7.35K -5.24% 375.52K 39.75 0.04% Share
127 AFL Aflac Incorpora...
106.34
-0.55% 3.22K -11.04% 358.25K 76.75 0.04% Share
128 NSC Norfolk Souther...
275.82
-0.69% 1.5K 0.00% 355.27K 120.24 0.04% Share
129 DLR Digital Realty ...
161.27
-1.21% 2.45K -1.21% 351.63K 105.39 0.04% Share
130 ITW Illinois Tool W...
266.81
+0.21% 1.39K -22.19% 343.49K 100.11 0.04% Share
131 MMM 3M Company
153.97
-0.85% 2.2K -18.54% 322.65K 92.54 0.04% Share
132 KO The Coca-Cola C...
67.45
-0.74% 4.41K 0.00% 316.06K 47.94 0.04% Share
133 CMCSA Comcast Corpora...
34.00
+0.27% 8.49K -25.97% 313.26K 34.68 0.04% Share
134 HUBB Hubbell Incorpo...
436.77
+0.17% 900 0.00% 297.82K 223 0.04% Share
135 PCEF Invesco CEF Inc...
20.09
+0.60% 15.7K 0.00% 296.02K 22.1 0.04% Share
136 BK The Bank of New...
104.04
+0.34% 3.49K -9.35% 292.71K 40.45 0.04% Share
137 PNC The PNC Financi...
203.86
-0.26% 1.57K 0.00% 276.84K 154.18 0.03% Share
138 ENB Enbridge Inc.
48.33
+0.13% 6.24K 0.00% 276.3K 38.9 0.03% Share
139 PSX Phillips 66
130.13
-1.08% 2.23K -11% 274.74K 106.37 0.03% Share
140 IVW iShares S&P 500...
116.62
+0.54% 2.95K 0.00% 273.85K 63.89 0.03% Share
141 ED Consolidated Ed...
96.66
-1.42% 2.45K -9.42% 271.06K 89.18 0.03% Share
142 HON Honeywell Inter...
214.75
+0.23% 1.27K -29.52% 268.5K 140.88 0.03% Share
143 CTRA Coterra Energy ...
23.84
-0.6% 9.29K -7.93% 268.42K 21.99 0.03% Share
144 CI The Cigna Group
301.07
-1.39% 811 0.00% 266.82K 196.81 0.03% Share
145 GEV GE Vernova Inc.
600.01
+3.08% 850 -4.17% 259.49K 254.98 0.03% Share
146 PFFA Virtus InfraCap...
22.09
+0.64% 12K 0.00% 254.52K 22.83 0.03% Share
147 DVN Devon Energy Co...
34.52
-0.69% 6.6K 0.00% 246.84K 51.43 0.03% Share
148 QCOM QUALCOMM Incorp...
160.24
+0.25% 1.6K 0.00% 245.78K 142.44 0.03% Share
149 BP BP p.l.c.
33.92
-0.03% 7.14K -6.18% 241.23K 35.2 0.03% Share
150 PPL PPL Corporation
35.66
-0.83% 6.63K 0.00% 239.23K 33.08 0.03% Share