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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 : 64     View All Holdings Currently Viewing:  Increased Positions     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 - $763.98 $39,980,000 51,391 4.79% 8,497,000 1,101 0.005    Drug Manufacturers - ...
   (ITR)1 Year Chart         ITR SPDR Series Trust 4 - $32.38 $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 - $49.00 $27,705,000 602,279 3.32% -3,531,000 3,769 10.679    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 7 - $187.43 $23,175,000 135,149 2.78% -1,393,000 2,750 0.001    Personal Computers
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 9 - $29.64 $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 - $201.51 $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 - $171.93 $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 - $187.07 $15,707,000 87,076 1.88% 4,342,000 10,851 0.001    Internet Software & S...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 14 - $153.16 $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 - $117.67 $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 - $729.92 $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 - $241.53 $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 - $205.07 $11,136,000 54,062 1.33% 3,201,000 12,645 0.011    Insurance Brokers
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 20 - $594.80 $11,001,000 18,927 1.32% 887,000 245 0.005    Medical Laboratories ...
   (URI)1 Year Chart         URI United Rentals Inc 21 - $694.47 $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 - $277.74 $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 - $3,176.67 $10,528,000 3,622 1.26% 4,810,000 1,065 0.013    Restaurants
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 24 - $475.95 $10,211,000 20,235 1.22% -357,000 2,031 0.004    Application Software
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 25 - $161.59 $9,868,000 54,192 1.18% 2,097,000 6,053 0.003    Drug Manufacturers - ...
   (DHR)1 Year Chart         DHR Danaher Corp 26 - $259.26 $9,808,000 39,276 1.17% 1,823,000 5,276 0.006    General Building Mate...
   (CSX)1 Year Chart         CSX CSX Corp 29 - $33.93 $9,383,000 253,127 1.12% 1,986,000 39,905 0.011    Railroads
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 30 - $513.88 $9,316,000 18,830 1.12% -344,000 826 0.002    Health Care Plans
   (GTLS)1 Year Chart         GTLS Chart Industries Inc 33 - $160.71 $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 - $41.87 $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 - $276.80 $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 - $179.87 $8,092,000 46,234 0.97% 509,000 1,396 0.003    Beverage Soft Drinks...
   (MS)1 Year Chart         MS Morgan Stanley 37 - $99.38 $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 - $230.66 $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 - $75.63 $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 - $48.95 $7,488,000 150,037 0.9% 1,395,000 29,286 0.004    Networking & Communic...
   (NUE)1 Year Chart         NUE Nucor Corp 41 - $172.62 $7,367,000 37,227 0.88% 2,376,000 8,334 0.012    Steel & Iron
   (AZO)1 Year Chart         AZO Autozone Inc 42 - $2,921.43 $7,287,000 2,311 0.87% 3,142,000 688 0.01    Auto Parts Stores
   (FLR)1 Year Chart         FLR Fluor Corp 43 - $38.75 $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 - $32.63 $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 - $314.05 $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 - $48.62 $7,006,000 127,826 0.84% 3,253,000 53,248 0.009    Oil & Gas Equipment &...
   (GWW)1 Year Chart         GWW WW Grainger Inc 48 - $950.55 $6,808,000 6,692 0.82% 2,933,000 1,979 0.012    Electronics Wholesale
   (PLD)1 Year Chart         PLD ProLogis Inc 49 - $108.28 $6,645,000 51,030 0.8% 1,242,000 10,455 0.006    REIT - Industrial
   (LEN)1 Year Chart         LEN Lennar Corp 50 - $162.33 $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 - $178.68 $6,538,000 35,555 0.78% 334,000 217 0.003    Closed - End Fund - E...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 56 - $71.93 $4,739,000 67,707 0.57% 861,000 15,096 0.005    Food - Major Diversified
   (AES)1 Year Chart         AES AES Corporation 58 - $20.32 $4,262,000 237,727 0.51% 548,000 42,970 0.036    Electric Utilities
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 61 - $77.25 $3,838,000 50,268 0.46% 206,000 195 0.002    Closed - End Fund - E...
   (CIEN)1 Year Chart         CIEN Ciena Corp 63 - $48.73 $3,802,000 76,893 0.46% 770,000 12,915 0.05    Systems, Products & D...
   (PFE)1 Year Chart         PFE Pfizer Inc 64 - $28.38 $3,636,000 131,025 0.44% -65,000 5,919 0.002    Drug Manufacturers - ...
   (DG)1 Year Chart         DG Dollar General Corp 70 - $140.31 $2,872,000 18,406 0.34% 699,000 2,216 0.001    Discount, Variety Stores
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 72 - $60.24 $2,647,000 43,993 0.32% 238,000 28,768 0.002    Discount, Variety Stores
   (ILMN)1 Year Chart         ILMN Illumina Inc 79 - $115.58 $2,116,000 15,410 0.25% 631,000 4,296 0.011    Scientific & Technica...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 92 - $474.07 $1,083,000 2,262 0.13% 17,000 20 0.001    Aerospace/Defense - M...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 93 - $170.34 $1,081,000 7,165 0.13% 95,000 60 0    Search Engines & Info...
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 98 - $104.68 $1,006,000 9,608 0.12% 246,000 2,393 0.011    Closed - End Fund - Debt
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 105 - $91.87 $832,000 8,957 0.1% 109,000 416 0.001    Closed - End Fund - E...
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 112 - $38.18 $706,000 17,869 0.08% 31,000 921 0.003    N/A
   (NYF)1 Year Chart         NYF iShares S&P NY AMT-Free Mun... 119 - $53.54 $603,000 11,200 0.07% 51,000 1,000 0.135    N/A
   (MA)1 Year Chart         MA MasterCard Inc A 124 - $454.20 $522,000 1,084 0.06% 81,000 38 0    Business Services
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 129 - $525.96 $451,000 858 0.05% 65,000 48 0    Closed - End Fund - E...
   (IGM)1 Year Chart         IGM iShares S&P GSTI Tech Index Fd 134 - $86.28 $414,000 4,800 0.05% 60,000 4,000 0.054    Closed - End Fund - E...
   (O)1 Year Chart         O Realty Income Corp 135 - $54.87 $404,000 7,469 0.05% -31,000 161 0.001    REIT - Retail
   (DVN)1 Year Chart         DVN Devon Energy Corp 138 - $49.83 $360,000 7,183 0.04% 122,000 1,955 0.001    Independent Oil & Gas
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 139 - $141.86 $358,000 2,484 0.04% 46,000 150 0.001    REIT - Diversified
   (MMM)1 Year Chart         MMM 3M Co 146 - $100.08 $310,000 2,922 0.04% 3,000 100 0.001    Conglomerates
   (CI)1 Year Chart         CI Cigna Corporation 147 - $346.42 $307,000 845 0.04% 51,000 29 0    Health Care Plans
   (ATRI)1 Year Chart         ATRI Atrion Corp 161 - $475.83 $232,000 500 0.03% 232,000 500 0.027    Medical Instruments &...

      64 Records Found
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