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  Name: HUDSON VALLEY INVESTMENT ADVISORS INC
  City: GOSHEN
  State: NY
  Zip: 10924
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $834,946,000
  Total Value Change : $104,703,000
  Securities Held Change : -3
   
All Securities Held : 178
  New Positions : 3
  Closed Positions : 7
  Increased Positions : 64
  Unchanged Positions : 33
  Decreased Positions : 78

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LLY)1 Year Chart         LLY Eli Lilly & Co 1 - $733.51 $39,980,000 51,391 4.79% 8,497,000 1,101 0.005    Drug Manufacturers - ...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $406.32 $39,547,000 93,998 4.74% 3,860,000 -1,246 0.001    Application Software
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 3 - $877.35 $34,327,000 37,990 4.11% 13,863,000 -1,173 0.002    Semiconductor - Speci...
   (ITR)1 Year Chart         ITR SPDR Series Trust 4 - $32.16 $31,174,000 953,625 3.73% 3,788,000 114,841 0.106    Closed - End Fund - Debt
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 5 - $372.63 $28,595,000 71,651 3.42% 5,042,000 31 0.02    Medical Appliances & ...
   (OBT)1 Year Chart         OBT Orange County Bancorp, Inc.... 6 - $44.88 $27,705,000 602,279 3.32% -3,531,000 3,769 10.679    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 7 - $169.30 $23,175,000 135,149 2.78% -1,393,000 2,750 0.001    Personal Computers
   (XLK)1 Year Chart         XLK SPDR Technology Sector 8 - $199.83 $19,570,000 93,964 2.34% 1,726,000 -579 0.031    Closed - End Fund - E...
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 9 - $29.58 $19,205,000 645,112 2.3% 4,697,000 157,281 0.05    Closed - End Fund - Debt
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 10 - $193.49 $17,696,000 88,347 2.12% 3,403,000 5,258 0.003    Domestic Money Center...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 11 - $173.69 $16,851,000 110,673 2.02% 2,449,000 8,189 0.002    Search Engines & Info...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 12 - $179.62 $15,707,000 87,076 1.88% 4,342,000 10,851 0.001    Internet Software & S...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 13 - $508.26 $15,136,000 28,936 1.81% 601,000 -1,689 0    Closed - End Fund - E...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 14 - $157.40 $13,807,000 76,495 1.65% 4,241,000 11,052 0.006    Semiconductor- Broad...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 15 - $117.96 $13,500,000 116,136 1.62% 2,889,000 10,998 0.003    Integrated Oil & Gas
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 16 - $706.26 $12,267,000 17,560 1.47% 5,326,000 5,218 0.011    Semiconductor Equipme...
   (AXP)1 Year Chart         AXP American Express Co 17 - $235.64 $11,659,000 51,206 1.4% 4,369,000 12,679 0.006    Credit Services
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 18 - $197.95 $11,136,000 54,062 1.33% 3,201,000 12,645 0.011    Insurance Brokers
   (HD)1 Year Chart         HD Home Depot Inc 19 - $335.09 $11,100,000 28,937 1.33% -376,000 -4,045 0.003    Home Improvement Stores
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 20 - $573.60 $11,001,000 18,927 1.32% 887,000 245 0.005    Medical Laboratories ...
   (URI)1 Year Chart         URI United Rentals Inc 21 - $690.80 $10,993,000 15,245 1.32% 3,813,000 2,210 0.021    Rental & Leasing Serv...
   (V)1 Year Chart         V Visa Inc 22 - $274.52 $10,842,000 38,847 1.3% 3,230,000 9,853 0.002    Business Services
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 23 - $3,186.97 $10,528,000 3,622 1.26% 4,810,000 1,065 0.013    Restaurants
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 24 - $477.56 $10,211,000 20,235 1.22% -357,000 2,031 0.004    Application Software
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 25 - $159.62 $9,868,000 54,192 1.18% 2,097,000 6,053 0.003    Drug Manufacturers - ...
   (DHR)1 Year Chart         DHR Danaher Corp 26 - $246.58 $9,808,000 39,276 1.17% 1,823,000 5,276 0.006    General Building Mate...
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 27 - $50.79 $9,686,000 188,887 1.16% -4,553,000 -89,655 0.023    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 28 - $139.96 $9,547,000 64,622 1.14% 365,000 -800 0.003    Closed - End Fund - E...
   (CSX)1 Year Chart         CSX CSX Corp 29 - $33.99 $9,383,000 253,127 1.12% 1,986,000 39,905 0.011    Railroads
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 30 - $495.35 $9,316,000 18,830 1.12% -344,000 826 0.002    Health Care Plans
   (AVGO)1 Year Chart         AVGO Broadcom Limited 31 - $1,344.07 $9,253,000 6,980 1.11% 1,486,000 -246 0.002    Semiconductor- Broad...
   (MDT)1 Year Chart         MDT Medtronic Plc 32 - $79.74 $9,168,000 105,193 1.1% -18,000 -923 0.008    Medical Appliances & ...
   (GTLS)1 Year Chart         GTLS Chart Industries Inc 33 - $150.00 $9,071,000 55,071 1.09% 3,843,000 15,838 0.108    Scientific & Technica...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 34 - $40.82 $8,264,000 196,193 0.99% 842,000 837 0.003    Closed - End Fund - E...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 35 - $274.29 $8,243,000 27,370 0.99% 2,131,000 3,941 0.003    Internet Software & S...
   (PEP)1 Year Chart         PEP Pepsico Inc 36 - $175.58 $8,092,000 46,234 0.97% 509,000 1,396 0.003    Beverage Soft Drinks...
   (MS)1 Year Chart         MS Morgan Stanley 37 - $92.83 $8,050,000 85,489 0.96% 2,002,000 20,810 0.005    Investment Brokerage ...
   (LECO)1 Year Chart         LECO Lincoln Electric Holdings Inc 38 - $229.94 $7,827,000 30,640 0.94% 3,060,000 8,178 0.052    Machine Tools & Acces...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 39 - $88.25 $7,706,000 84,321 0.92% 1,702,000 20,574 0.007    Specialty Eateries
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 40 - $47.86 $7,488,000 150,037 0.9% 1,395,000 29,286 0.004    Networking & Communic...
   (NUE)1 Year Chart         NUE Nucor Corp 41 - $175.42 $7,367,000 37,227 0.88% 2,376,000 8,334 0.012    Steel & Iron
   (AZO)1 Year Chart         AZO Autozone Inc 42 - $2,945.98 $7,287,000 2,311 0.87% 3,142,000 688 0.01    Auto Parts Stores
   (FLR)1 Year Chart         FLR Fluor Corp 43 - $40.95 $7,247,000 171,404 0.87% 2,562,000 48,931 0.101    Heavy Construction
   (BHGE)1 Year Chart         BHGE Baker Hughes A Ge Co 44 - $32.84 $7,154,000 213,551 0.86% 3,274,000 93,947 0.021    N/A
   (SHW)1 Year Chart         SHW Sherwin Williams Co 45 - $306.45 $7,030,000 20,240 0.84% 1,639,000 2,237 0.008    General Building Mate...
   (SLB)1 Year Chart         SLB Schlumberger Ltd 46 - $49.20 $7,006,000 127,826 0.84% 3,253,000 53,248 0.009    Oil & Gas Equipment &...
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 47 - $0.00 $6,928,000 135,692 0.83% -156,000 -4,031 0.012    N/A
   (GWW)1 Year Chart         GWW WW Grainger Inc 48 - $929.26 $6,808,000 6,692 0.82% 2,933,000 1,979 0.012    Electronics Wholesale
   (PLD)1 Year Chart         PLD ProLogis Inc 49 - $104.06 $6,645,000 51,030 0.8% 1,242,000 10,455 0.006    REIT - Industrial
   (LEN)1 Year Chart         LEN Lennar Corp 50 - $154.29 $6,642,000 38,618 0.8% 2,983,000 14,109 0.014    Residential Construct...
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 51 - $175.91 $6,538,000 35,555 0.78% 334,000 217 0.003    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 52 - $122.66 $6,304,000 50,051 0.76% 605,000 -758 0.003    Closed - End Fund - E...
   (XLC)1 Year Chart         XLC Communication Services Sele... 53 - $80.11 $6,166,000 75,512 0.74% 582,000 -820 0.004    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 54 - $443.29 $5,573,000 11,476 0.67% 973,000 -1,349 0    Internet Service Prov...
   (WY)1 Year Chart         WY Weyerhaeuser Co 55 - $31.05 $5,518,000 153,662 0.66% -2,497,000 -94,655 0.021    Lumber,Wood Production
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 56 - $70.61 $4,739,000 67,707 0.57% 861,000 15,096 0.005    Food - Major Diversified
   (MCD)1 Year Chart         MCD McDonalds Corp 57 - $273.09 $4,445,000 15,762 0.53% -402,000 -843 0.002    Restaurants
   (AES)1 Year Chart         AES AES Corporation 58 - $17.21 $4,262,000 237,727 0.51% 548,000 42,970 0.036    Electric Utilities
   (BAC)1 Year Chart         BAC Bank of America Corp 59 - $37.83 $4,106,000 108,278 0.49% -707,000 -32,609 0.001    Domestic Money Center...
   (CVX)1 Year Chart         CVX Chevron Corp 60 - $165.89 $4,037,000 25,593 0.48% 35,000 -1,178 0.001    Integrated Oil & Gas
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 61 - $75.59 $3,838,000 50,268 0.46% 206,000 195 0.002    Closed - End Fund - E...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 62 - $41.11 $3,815,000 88,644 0.46% 86,000 -1,600 0.01    N/A
   (CIEN)1 Year Chart         CIEN Ciena Corp 63 - $46.61 $3,802,000 76,893 0.46% 770,000 12,915 0.05    Systems, Products & D...
   (PFE)1 Year Chart         PFE Pfizer Inc 64 - $25.40 $3,636,000 131,025 0.44% -65,000 5,919 0.002    Drug Manufacturers - ...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 65 - $95.74 $3,573,000 37,843 0.43% 278,000 -1,528 0.001    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 66 - $161.29 $3,505,000 21,605 0.42% 286,000 -43 0.001    Cleaning Products
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 67 - $81.21 $3,313,000 40,514 0.4% -11,235,000 -136,988 0.005    Closed - End Fund - E...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 68 - $529.38 $3,236,000 5,816 0.39% -168,000 -971 0.014    Closed - End Fund - E...
   (WBS)1 Year Chart         WBS Webster Financial Corp 69 - $45.03 $3,060,000 60,268 0.37% -3,776,000 -88,990 0.034    Savings & Loans
   (DG)1 Year Chart         DG Dollar General Corp 70 - $142.07 $2,872,000 18,406 0.34% 699,000 2,216 0.001    Discount, Variety Stores
   (IBM)1 Year Chart         IBM International Business Mach... 71 - $167.13 $2,813,000 14,729 0.34% 381,000 -365 0.002    Diversified Computer ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 72 - $60.16 $2,647,000 43,993 0.32% 238,000 28,768 0.002    Discount, Variety Stores
   (ORCL)1 Year Chart         ORCL Oracle Corp 73 - $117.21 $2,630,000 20,940 0.31% -138,000 -5,509 0.001    Application Software
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 74 - $243.07 $2,561,000 10,255 0.31% -116,000 -1,052 0.002    Business Software & S...
   (COP)1 Year Chart         COP ConocoPhillips 75 - $130.24 $2,538,000 19,941 0.3% 188,000 -582 0.002    Integrated Oil & Gas
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 76 - $146.14 $2,339,000 14,783 0.28% -230,000 -1,121 0.001    Drug Manufacturers - ...
   (MRK)1 Year Chart         MRK Merck & Co Inc 77 - $131.20 $2,230,000 16,898 0.27% 68,000 -1,525 0.001    Drug Manufacturers - ...
   (RMD)1 Year Chart         RMD ResMed Inc 78 - $218.06 $2,178,000 11,000 0.26% 278,000 0 0.008    Medical Appliances & ...
   (ILMN)1 Year Chart         ILMN Illumina Inc 79 - $122.28 $2,116,000 15,410 0.25% 631,000 4,296 0.011    Scientific & Technica...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 80 - $39.68 $1,871,000 44,594 0.22% -337,000 -10,470 0.001    Telecom Services - Do...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 81 - $431.00 $1,743,000 3,925 0.21% 105,000 -121 0.001    Closed - End Fund - Debt
   (DUK)1 Year Chart         DUK Duke Energy Corp 82 - $97.71 $1,731,000 17,900 0.21% -506,000 -4,610 0.002    Electric Utilities
   (XLU)1 Year Chart         XLU SPDR Utilities Select 83 - $66.19 $1,699,000 25,880 0.2% 5,000 -176 0.003    Closed - End Fund - E...
   (BX)1 Year Chart         BX Blackstone Group LP 84 - $122.49 $1,688,000 12,849 0.2% 79,000 -300 0.002    Asset Management
   (AMT)1 Year Chart         AMT American Tower Corp 85 - $171.69 $1,618,000 8,187 0.19% -290,000 -643 0.002    Integrated Telecommun...
   (COST)1 Year Chart         COST Costco Wholesale Corp 86 - $729.18 $1,550,000 2,116 0.19% -7,000 -237 0    Discount, Variety Stores
   (SO)1 Year Chart         SO Southern Co 87 - $73.21 $1,543,000 21,504 0.18% -20,000 -150 0.002    Electric Utilities
   (INTC)1 Year Chart         INTC Intel Corp 88 - $31.88 $1,390,000 31,477 0.17% -191,000 -1,150 0.001    Semiconductor- Broad...
   (BA)1 Year Chart         BA Boeing Co 89 - $167.22 $1,242,000 6,435 0.15% -335,000 -450 0.001    Aerospace/Defense - M...
   (EMR)1 Year Chart         EMR Emerson Electric Co 90 - $109.89 $1,240,000 10,932 0.15% -29,000 -2,319 0.002    Industrial Electrical...
   (ABT)1 Year Chart         ABT Abbott Laboratories 91 - $107.53 $1,230,000 10,819 0.15% 14,000 0 0.001    Drug Manufacturers - ...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 92 - $480.45 $1,083,000 2,262 0.13% 17,000 20 0.001    Aerospace/Defense - M...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 93 - $171.95 $1,081,000 7,165 0.13% 95,000 60 0    Search Engines & Info...
   (DIS)1 Year Chart         DIS Walt Disney Co 94 - $112.73 $1,065,000 8,700 0.13% -921,000 -14,563 0    Entertainment - Diver...
   (NUV)1 Year Chart         NUV Nuveen Municipal Value Fund... 95 - $8.45 $1,040,000 119,384 0.12% -26,000 -3,302 0.061    Closed - End Fund - Debt
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 96 - $67.18 $1,038,000 13,011 0.12% -135,000 -1,525 0.001    Drug Stores
   (RTX)1 Year Chart         RTX RTX Corp 97 - $101.02 $1,017,000 10,430 0.12% 38,000 -979 0.001    Conglomerates
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 98 - $104.41 $1,006,000 9,608 0.12% 246,000 2,393 0.011    Closed - End Fund - Debt
   (CAT)1 Year Chart         CAT Caterpillar Inc 99 - $343.38 $956,000 2,609 0.11% 32,000 -552 0    Farm & Construction M...
   (SJM)1 Year Chart         SJM JM Smucker Company 100 - $113.60 $952,000 7,565 0.11% -24,000 0 0.007    Processed & Packaged ...

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