Hudson Valley Investment Advisors Inc /adv

CIK Number: 0000943442

837.13M
Market Value
171
# of Holdings
26 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPIB SPDR Portfolio ...
33.50
-0.06% 1.23M +2.39% 40.45M 32.69 4.58%
2 NVDA NVIDIA Corporat...
157.71
+1.73% 298.8K -7.35% 40.13M 105.96 4.54%
3 LLY Eli Lilly and C...
776.25
-2.37% 48.23K -0.18% 37.23M 120.16 4.22%
4 MSFT Microsoft Corpo...
496.09
-0.27% 88.25K +0.01% 37.2M 86.26 4.21%
5 ISRG Intuitive Surgi...
533.62
-0.11% 70.3K 0.00% 36.69M 55.24 4.16%
6 OBT Orange County B...
25.59
+0.24% 602.18K -0.12% 33.46M 12.75 3.79%
7 AAPL Apple Inc.
201.07
+0.03% 127.94K -2.16% 32.04M 54.18 3.63%
8 SPSB SPDR Portfolio ...
30.15
-0.02% 1.05M +3.10% 31.31M 30.12 3.55%
9 GOOG Alphabet Inc.
178.35
+2.25% 113.55K +0.37% 21.62M 72.8 2.45%
10 XLK Technology Sele...
250.76
-0.12% 91.01K +0.11% 21.16M 155.12 2.40%
11 AMZN Amazon.com, Inc...
222.80
+2.62% 95.96K -3.54% 21.05M 116.72 2.38%
12 JPM JPMorgan Chase ...
287.21
-0.53% 72.51K -6.74% 17.38M 81.24 1.97%
13 AVGO Broadcom Inc.
269.28
-0.33% 62.43K -2.3% 14.47M 48.47 1.64%
14 AXP American Expres...
317.45
+1.94% 45.62K -6% 13.54M 179.07 1.53%
15 SPY SPDR S&P 500 ET...
615.02
+0.51% 23.02K -4.56% 13.49M 416.66 1.53%
16 KLAC KLA Corporation
888.61
-1.59% 21.2K +3.66% 13.36M 541.53 1.51%
17 UNH UnitedHealth Gr...
308.86
+2.06% 26.28K +8.85% 13.3M 312.89 1.51%
18 CRM Salesforce, Inc...
272.73
+0.73% 36.49K -8.18% 12.2M 210.76 1.38%
19 V Visa Inc.
349.18
+0.91% 37.95K -4.14% 11.99M 218.32 1.36%
20 XOM Exxon Mobil Cor...
109.41
-0.53% 103.54K -0.14% 11.14M 85.8 1.26%
21 ADBE Adobe Inc.
385.92
+0.25% 24.83K +0.16% 11.04M 234.71 1.25%
22 GTLS Chart Industrie...
168.19
+3.55% 56.7K -9.82% 10.82M 147.41 1.23%
23 DHR Danaher Corpora...
198.19
-1.62% 47K +1.95% 10.79M 160.7 1.22%
24 AMD Advanced Micro ...
143.75
+0.05% 88.69K -1.58% 10.71M 117.51 1.21%
25 MMC Marsh & McLenna...
217.01
+0.46% 49.91K -0.83% 10.6M 119.18 1.20%
26 TMO Thermo Fisher S...
407.68
-1.08% 20.33K +1.34% 10.58M 146.41 1.20%
27 XLF Financial Selec...
51.96
+0.32% 211.9K +2.05% 10.24M 37.98 1.16%
28 HD The Home Depot,...
368.39
+1.35% 25.27K -2.08% 9.83M 121.73 1.11%
29 URI United Rentals,...
753.96
+1.60% 13.54K -5.38% 9.54M 411.27 1.08%
30 ABBV AbbVie Inc.
181.89
-2.62% 53.57K -6.63% 9.52M 146.23 1.08%
31 CMG Chipotle Mexica...
55.05
+1.45% 151.6K -2.53% 9.14M 57.18 1.04%
32 MS Morgan Stanley
140.64
+0.64% 69.24K -7.63% 8.7M 66.69 0.99%
33 AZO AutoZone, Inc.
3607.29
+2.41% 2.68K -0.81% 8.6M 2302.02 0.97%
34 CIEN Ciena Corporati...
82.32
+0.99% 99.23K -13.44% 8.42M 54.51 0.95%
35 MDT Medtronic plc
86.19
+0.01% 103.42K -0.87% 8.26M 78.95 0.94%
36 CSX CSX Corporation
32.91
+1.04% 255.89K +0.05% 8.26M 28.52 0.94%
37 XLY Consumer Discre...
218.56
+1.65% 36.48K +1.02% 8.18M 178.21 0.93%
38 META Meta Platforms,...
733.50
+1.02% 13.81K +27.98% 8.09M 259.21 0.92%
39 FLR Fluor Corporati...
51.56
+0.35% 160.38K -6.47% 7.91M 34.98 0.90%
40 XLV Health Care Sel...
133.94
-0.2% 57.28K +0.78% 7.88M 134.6 0.89%
41 GWW W.W. Grainger, ...
1028.94
+1.33% 7.45K -5.63% 7.85M 859.86 0.89%
42 FLOT iShares Floatin...
51.02
+0.05% 145.99K +1.59% 7.43M 50.48 0.84%
43 CSCO Cisco Systems, ...
68.69
-0.37% 118.19K -3.45% 7M 40.43 0.79%
44 XLC Communication S...
107.72
+1.21% 72.06K -0.19% 6.98M 66.26 0.79%
45 SHW The Sherwin-Wil...
346.07
+1.23% 19.43K -3.16% 6.6M 190.51 0.75%
46 XLI Industrial Sele...
146.82
+1.02% 49.79K +1.34% 6.56M 102.84 0.74%
47 PEP PepsiCo, Inc.
131.10
+2.25% 41.58K +12.78% 6.32M 106.25 0.72%
48 PLD Prologis, Inc.
105.57
+1.14% 58.06K -2.1% 6.14M 107.91 0.70%
49 SBUX Starbucks Corpo...
92.15
+0.34% 65.11K -3.97% 5.94M 87.33 0.67%
50 BKR Baker Hughes Co...
38.05
-0.72% 135.14K -9.11% 5.54M 32.93 0.63%
51 AES The AES Corpora...
10.72
-0.83% 406.44K +12.08% 5.23M 18 0.59%
52 MCD McDonald's Corp...
291.88
+2.19% 17.44K -0.92% 5.05M 239.48 0.57%
53 SPSM SPDR Portfolio ...
42.67
+0.31% 107.81K +10.19% 4.84M 40.36 0.55%
54 LECO Lincoln Electri...
209.48
-0.9% 24.83K -0.37% 4.66M 144.28 0.53%
55 GS The Goldman Sac...
690.98
+0.56% 7.68K -3.86% 4.4M 473.31 0.50%
56 SCHW The Charles Sch...
90.02
+0.65% 58.11K +16.33% 4.3M 66.1 0.49%
57 BAC Bank of America...
47.10
-0.75% 96.63K -1.13% 4.25M 28.42 0.48%
58 PFE Pfizer Inc.
24.20
-0.17% 156.1K -11.92% 4.14M 31.63 0.47%
59 NUE Nucor Corporati...
131.75
+0.87% 33.34K +5.40% 3.89M 144.96 0.44%
60 OWL Blue Owl Capita...
19.46
+1.41% 165.38K -3.19% 3.85M 19.36 0.44%
61 XLP Consumer Staple...
80.61
+0.54% 48.72K +1.68% 3.83M 75.08 0.43%
62 MDLZ Mondelez Intern...
67.79
+0.06% 61.5K +5.81% 3.67M 65.89 0.42%
63 WMT Walmart Inc.
97.42
+1.46% 39.1K -3.48% 3.53M 64.88 0.40%
64 SLB Schlumberger Li...
34.01
+0.52% 90.95K -1.92% 3.49M 50.27 0.40%
65 GNRC Generac Holding...
142.59
+0.20% 22.46K -4.65% 3.48M 158.88 0.39%
66 CVX Chevron Corpora...
143.87
-0.39% 23.03K -4.81% 3.34M 133.93 0.38%
67 WY Weyerhaeuser Co...
25.82
-1.88% 118.15K -3.67% 3.33M 32.86 0.38%
68 XLE Energy Select S...
85.31
-0.51% 38.03K +2.91% 3.26M 77.41 0.37%
69 PG The Procter & G...
160.05
+0.90% 19.28K -7.65% 3.23M 95.28 0.37%
70 ORCL Oracle Corporat...
210.18
-1.24% 18.18K -1.67% 3.03M 56.28 0.34%
71 IBM International B...
289.64
-0.78% 13.21K -7.05% 2.9M 149.21 0.33%
72 ADP Automatic Data ...
303.56
+0.19% 9.38K -1.05% 2.75M 90.79 0.31%
73 MDY SPDR S&P MIDCAP...
566.62
+0.24% 4.5K -1.68% 2.56M 451.2 0.29%
74 WBS Webster Financi...
54.79
+0.20% 46.24K -15.15% 2.55M 47.76 0.29%
75 RMD ResMed Inc.
255.03
-0.46% 11K 0.00% 2.52M 64.74 0.28%
76 ILMN Illumina, Inc.
94.75
+0.63% 17.14K -1.15% 2.29M 220.36 0.26%
77 BX Blackstone Inc.
151.29
+2.10% 12.43K 0.00% 2.14M 98 0.24%
78 JNJ Johnson & Johns...
152.45
+0.29% 13.44K -2.94% 1.94M 98.49 0.22%
79 COST Costco Wholesal...
985.46
+0.26% 2.02K -1.85% 1.85M 330.13 0.21%
80 COP ConocoPhillips
90.20
-0.75% 18.05K -3.91% 1.79M 58.31 0.20%
81 DUK Duke Energy Cor...
116.92
+0.58% 16.3K +0.79% 1.76M 90.96 0.20%
82 XLU Utilities Selec...
81.36
+0.23% 22.3K -0.68% 1.69M 73.36 0.19%
83 SO The Southern Co...
90.78
+0.48% 20.28K 0.00% 1.67M 68.43 0.19%
84 GOOGL Alphabet Inc.
178.17
+2.67% 8.66K +20.94% 1.64M 97.31 0.19%
85 QQQ Invesco QQQ Tru...
548.27
+0.38% 3.12K +4.36% 1.59M 286.04 0.18%
86 MRK Merck & Co., In...
78.93
+0.13% 15.28K -3.39% 1.52M 61.71 0.17%
87 CBRE CBRE Group, Inc...
139.44
+0.98% 11.56K +100.00% 1.52M 131.29 0.17%
88 LEN Lennar Corporat...
110.36
+0.50% 10.24K -76.63% 1.4M 135.02 0.16%
89 EMR Emerson Electri...
133.20
+0.35% 10.61K -0.93% 1.31M 65.46 0.15%
90 ABT Abbott Laborato...
134.38
+0.53% 10.59K 0.00% 1.2M 40.59 0.14%
91 SUB iShares Short-T...
106.30
+0.04% 11.28K 0.00% 1.19M 104.96 0.13%
92 RTX RTX Corporation
144.66
+1.39% 9.87K -4.76% 1.14M 83.38 0.13%
93 IGSB iShares 1-5 Yea...
52.69
-0.02% 21.58K -8.5% 1.12M 51.49 0.13%
94 XLB Materials Selec...
87.92
+0.16% 12.78K +9.30% 1.08M 82.77 0.12%
95 AMT American Tower ...
218.03
+0.23% 5.83K -12.17% 1.07M 179.08 0.12%
96 VZ Verizon Communi...
42.31
+0.51% 26.49K -29% 1.06M 49.57 0.12%
97 NOC Northrop Grumma...
494.41
+0.15% 2.21K -2.21% 1.04M 170.08 0.12%
98 XLRE The Real Estate...
41.15
+0.43% 24.11K +8.20% 980.51K 39.89 0.11%
99 CAT Caterpillar Inc...
385.15
+0.86% 2.64K +1.34% 959.14K 152.68 0.11%
100 LMT Lockheed Martin...
458.56
+0.14% 1.82K -5.17% 882.95K 300.85 0.10%
101 T AT&T Inc.
28.07
+0.27% 36.9K -10.59% 840.15K 22.5 0.10%
102 SPMD SPDR Portfolio ...
54.36
+0.22% 14.19K +19.83% 776.27K 47.43 0.09%
103 SYY Sysco Corporati...
75.17
+0.87% 10.09K -3.55% 771.34K 63.75 0.09%
104 SJM The J. M. Smuck...
95.63
-0.53% 6.94K -8.26% 764.23K 137.41 0.09%
105 IYW iShares U.S. Te...
171.82
+0.12% 4.64K 0.00% 740.17K 63.3 0.08%
106 CMC Commercial Meta...
50.10
+0.03% 14.61K -1.35% 724.66K 15.62 0.08%
107 BA The Boeing Comp...
214.56
+5.91% 3.67K +7.44% 648.88K 154.69 0.07%
108 GE General Electri...
254.47
+1.38% 3.81K -0.65% 636.3K 49.73 0.07%
109 COF Capital One Fin...
211.20
+0.33% 3.5K 0.00% 624.12K 149.73 0.07%
110 SUN Sunoco LP
54.30
+2.03% 12.03K 0.00% 618.82K 28.84 0.07%
111 DIS The Walt Disney...
122.38
+0.75% 5.42K -30.7% 603.07K 97.59 0.07%
112 BMY Bristol-Myers S...
46.33
-0.7% 10.53K -15.84% 595.5K 49.87 0.07%
113 MA Mastercard Inco...
551.98
+1.13% 1.08K 0.00% 570.8K 298.75 0.06%
114 TSLA Tesla, Inc.
323.64
-0.66% 1.38K +100.00% 556.89K 403.84 0.06%
115 NYF iShares New Yor...
52.03
+0.02% 10.05K -9.05% 534.86K 51.12 0.06%
116 SPYG SPDR Portfolio ...
94.81
+0.60% 5.72K -6.23% 502.96K 64.53 0.06%
117 BCPC Balchem Corpora...
158.36
-0.21% 2.98K 0.00% 486.21K 62.35 0.06%
118 IJR iShares Core S&...
109.49
+0.30% 4.22K -7.92% 486.11K 82.15 0.06%
119 CB Chubb Limited
285.04
+0.52% 1.72K 0.00% 475.49K 183.85 0.05%
120 GLW Corning Incorpo...
51.87
+0.33% 9.62K 0.00% 456.9K 16.85 0.05%
121 IVV iShares Core S&...
617.94
+0.52% 775 0.00% 456.23K 393.92 0.05%
122 ITW Illinois Tool W...
248.14
+0.56% 1.78K -6.56% 451.34K 100.11 0.05%
123 DLR Digital Realty ...
171.39
+1.06% 2.48K 0.00% 440.49K 105.39 0.05%
124 OSK Oshkosh Corpora...
113.69
+0.62% 4.6K -0.82% 437.51K 58.16 0.05%
125 CMCSA Comcast Corpora...
35.31
+0.30% 11.47K -23.62% 430.47K 34.68 0.05%
126 EXR Extra Space Sto...
145.77
+0.08% 2.81K -1.82% 420.68K 121.58 0.05%
127 NUV Nuveen Municipa...
8.65
-0.52% 47.96K -57.78% 412.01K 10.45 0.05%
128 HON Honeywell Inter...
228.91
+1.12% 1.8K -13.22% 406.38K 140.88 0.05%
129 SPYV SPDR Portfolio ...
52.13
+0.38% 7.76K -5.13% 396.85K 39.75 0.04%
130 CVS CVS Health Corp...
68.50
+0.53% 8.71K -20.49% 390.82K 65.66 0.04%
131 NEE NextEra Energy,...
70.97
-0.04% 5.35K -45.14% 383.83K 77.54 0.04%
132 HUBB Hubbell Incorpo...
406.59
+0.33% 900 0.00% 377K 223 0.04%
133 AFL Aflac Incorpora...
105.09
+1.14% 3.62K 0.00% 374.66K 76.75 0.04%
134 NSC Norfolk Souther...
255.85
+0.13% 1.5K 0.00% 352.05K 120.24 0.04%
135 MMM 3M Company
152.20
+0.96% 2.7K 0.00% 348.16K 92.54 0.04%
136 NKE NIKE, Inc.
72.11
+15.29% 4.44K -27.11% 335.75K 61.57 0.04%
137 AMGN Amgen Inc.
277.28
-0.65% 1.25K 0.00% 325.8K 199.66 0.04%
138 PNC The PNC Financi...
186.00
+0.26% 1.57K 0.00% 303.74K 154.18 0.03%
139 PCEF Invesco CEF Inc...
19.47
+0.21% 15.7K 0.00% 300.89K 22.1 0.03%
140 IVW iShares S&P 500...
109.53
+0.57% 2.95K 0.00% 299.51K 63.89 0.03%
141 BK The Bank of New...
91.28
+1.38% 3.85K -18.03% 295.8K 40.45 0.03%
142 GEV GE Vernova Inc.
520.53
+2.71% 887 -0.67% 291.76K 254.98 0.03%
143 PSX Phillips 66
119.44
-0.61% 2.5K -7.75% 284.82K 106.37 0.03%
144 ABR Arbor Realty Tr...
10.56
-1.63% 20K 0.00% 277K 11.5 0.03%
145 KO The Coca-Cola C...
70.42
+1.37% 4.41K -8.31% 274.75K 47.94 0.03%
146 ENB Enbridge Inc.
44.74
-0.74% 6.24K -0.72% 264.87K 38.9 0.03%
147 PFFA Virtus InfraCap...
20.78
+0.39% 12K 0.00% 262.8K 22.83 0.03%
148 XPO XPO Logistics, ...
127.77
+2.90% 2K +100.00% 262.3K 131.15 0.03%
149 CTRA Coterra Energy ...
25.62
-1.27% 10.09K -26.43% 257.65K 21.99 0.03%
150 QCOM QUALCOMM Incorp...
158.52
+0.21% 1.6K 0.00% 245.79K 142.44 0.03%