Latest HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Stock Portfolio
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Performance:
2025 Q1: -6.18%YTD: -6.18%2024: 15.75%
Performance for 2025 Q1 is -6.18%, and YTD is -6.18%, and 2024 is 15.75%.
About HUDSON VALLEY INVESTMENT ADVISORS INC /ADV and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, HUDSON VALLEY INVESTMENT ADVISORS INC /ADV reported an equity portfolio of $837.1 Millions as of 31 Mar, 2025.
The top stock holdings of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV are BIL, LLY, ISRG. The fund has invested 5% of it's portfolio in SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF and 4.8% of portfolio in ELI LILLY AND CO.
The fund managers got completely rid off THE AES CORP (AES), ILLUMINA INC (ILMN) and LENNAR CORP (LEN) stocks. They significantly reduced their stock positions in PFIZER INC (PFE), ADVANCED MICRO DEVICES INC (AMD) and GENERAC HOLDINGS INC (GNRC). HUDSON VALLEY INVESTMENT ADVISORS INC /ADV opened new stock positions in AMPHENOL CORP (APH), TRIMBLE INC and QUANTA SERVICES INC (PWR). The fund showed a lot of confidence in some stocks as they added substantially to CBRE GROUP INC (CBRE), NEXTERA ENERGY INC (NEE) and INTERNATIONAL BUSINESS MACHINES CORP (IBM).
The top stock holdings of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV are BIL, LLY, ISRG. The fund has invested 5% of it's portfolio in SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF and 4.8% of portfolio in ELI LILLY AND CO.
The fund managers got completely rid off THE AES CORP (AES), ILLUMINA INC (ILMN) and LENNAR CORP (LEN) stocks. They significantly reduced their stock positions in PFIZER INC (PFE), ADVANCED MICRO DEVICES INC (AMD) and GENERAC HOLDINGS INC (GNRC). HUDSON VALLEY INVESTMENT ADVISORS INC /ADV opened new stock positions in AMPHENOL CORP (APH), TRIMBLE INC and QUANTA SERVICES INC (PWR). The fund showed a lot of confidence in some stocks as they added substantially to CBRE GROUP INC (CBRE), NEXTERA ENERGY INC (NEE) and INTERNATIONAL BUSINESS MACHINES CORP (IBM).
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Annual Return Estimates Vs S&P 500
Our best estimate is that HUDSON VALLEY INVESTMENT ADVISORS INC /ADV made a return of -6.18% in the last quarter. In trailing 12 months, it's portfolio return was -0.6%.
New Buys
| Ticker | $ Bought |
|---|---|
| amphenol corp | 3,929,300 |
| trimble inc | 2,765,830 |
| quanta services inc | 2,406,830 |
| cardinal health inc | 206,655 |
New stocks bought by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
Additions
| Ticker | % Inc. |
|---|---|
| cbre group inc | 197 |
| nextera energy inc | 141 |
| international business machines corp | 133 |
| orange county bancorp inc | 95.77 |
| meta platforms inc | 49.16 |
| duke energy corp | 20.8 |
| fluor corporation | 18.01 |
| spdr portfolio s&p 400 mid cap etf | 14.82 |
Additions to existing portfolio by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
Reductions
| Ticker | % Reduced |
|---|---|
| pfizer inc | -76.69 |
| advanced micro devices inc | -63.21 |
| generac holdings inc | -33.87 |
| american tower corp | -30.62 |
| honeywell international inc | -29.52 |
| comcast corp - class a | -25.97 |
| nike inc | -24.79 |
| alphabet inc class a | -23.22 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| the aes corp | -5,230,940 |
| ishares 1-5 year investment grade corporate bond e | -1,115,740 |
| illumina inc | -2,291,090 |
| lennar corp | -1,396,430 |
| dow inc | -215,418 |
| wells fargo & co | -204,750 |
| the trade desk inc com cl a | -235,060 |
| xpo inc | -262,300 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV got rid off the above stocks
Sector Distribution
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV has about 20.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 20.9 |
| Technology | 20.1 |
| Healthcare | 16.3 |
| Financial Services | 13.5 |
| Industrials | 7.2 |
| Consumer Cyclical | 7.2 |
| Communication Services | 4 |
| Energy | 3.5 |
| Consumer Defensive | 2.5 |
| Real Estate | 2 |
| Utilities | 1.6 |
| Basic Materials | 1.3 |
Market Cap. Distribution
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV has about 70.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 39.3 |
| LARGE-CAP | 31.6 |
| UNALLOCATED | 20.9 |
| SMALL-CAP | 4.2 |
| MID-CAP | 3.9 |
Stocks belong to which Index?
About 76.9% of the stocks held by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 70.6 |
| Others | 23 |
| RUSSELL 2000 | 6.3 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV has 169 stocks in it's portfolio. About 36.7% of the portfolio is in top 10 stocks. OBT proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for HUDSON VALLEY INVESTMENT ADVISORS INC /ADV last quarter.
Last Reported on: 11 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.36 | 126,426 | 28,083,000 | reduced | -1.19 | ||
| AAXJ | ishares short-term national | 0.14 | 11,278 | 1,190,960 | unchanged | 0.00 | ||
| AAXJ | ishares new york muni bond etf | 0.06 | 10,050 | 529,132 | unchanged | 0.00 | ||
| AAXJ | ishares 1-5 year investment grade corporate bond e | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 1.22 | 48,590 | 10,180,600 | reduced | -9.3 | ||
| ABR | arbor realty trust inc | 0.03 | 20,000 | 235,000 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 0.16 | 10,309 | 1,367,490 | reduced | -2.69 | ||
| ACES | alps etf tr barrons 400 etf | 0.03 | 3,000 | 208,325 | unchanged | 0.00 | ||
| ADBE | adobe systems inc | 1.23 | 26,736 | 10,254,400 | added | 7.68 | ||
| ADP | automatic data processing inc | 0.30 | 8,305 | 2,537,430 | reduced | -11.46 | ||
| AES | the aes corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFL | aflac inc | 0.04 | 3,222 | 358,254 | reduced | -11.04 | ||
| AGNC | agnc investment corp | 0.02 | 16,000 | 153,280 | unchanged | 0.00 | ||
| AMCR | amcor plc | 0.01 | 11,000 | 106,700 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.40 | 32,633 | 3,352,710 | reduced | -63.21 | ||
| AMGN | amgen inc | 0.05 | 1,250 | 389,438 | unchanged | 0.00 | ||
| AMPS | ishares floating rate bd etf | 0.92 | 151,134 | 7,715,390 | added | 3.52 | ||
| AMT | american tower corp | 0.10 | 4,045 | 880,192 | reduced | -30.62 | ||
| AMZA | etfis ser tr i virtus infracap us pfd stk etf | 0.03 | 12,000 | 254,520 | unchanged | 0.00 | ||
| AMZN | amazon.com inc | 2.31 | 101,690 | 19,347,500 | added | 5.97 | ||