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Latest HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Stock Portfolio

$834Million

Equity Portfolio Value

Last Reported on: 12 Apr, 2024

About HUDSON VALLEY INVESTMENT ADVISORS INC /ADV and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, HUDSON VALLEY INVESTMENT ADVISORS INC /ADV reported an equity portfolio of $730.2 Millions as of 31 Dec, 2023.

The top stock holdings of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV are MSFT, LLY, OBT. The fund has invested 4.9% of it's portfolio in MICROSOFT CORP and 4.3% of portfolio in ELI LILLY & COMPANY .

The fund managers got completely rid off ISHARES 3-7 YEAR TREASURY BOND (AAXJ), M & T BANK CORP (MTB) and OCCIDENTAL PETROLEIM CORP (OXY) stocks. They significantly reduced their stock positions in HONEYWELL INTERNATIONAL (HON), ENBRIDGE INC (ENB) and GOLDMAN SACHS GROUP INC (GS). HUDSON VALLEY INVESTMENT ADVISORS INC /ADV opened new stock positions in NOVO NORDISK A/S, CARDINAL HEALTH INC (CAH) and BALL CORP (BALL). The fund showed a lot of confidence in some stocks as they added substantially to WEBSTER FINL CORP (WBS), WEYERHAEUSER CO (WY) and MCDONALDS CORP (MCD).

New Buys

Ticker	$ Bought
ETFIS SER TR I VIRTUS INFRACAP US PFD STK ETF	251,400
ATRION CORP	231,775
ALPS ETF TR BARRONS 400 ETF	203,717
TEXAS INSTRUMENTS INC	201,561

New stocks bought by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Additions

Ticker	% Inc.
ISHARES NORTH AMERICAN TECH	500
WAL-MART STORES INC	188
BAKER HUGHES CO	78.55
SCHLUMBERGER LTD	71.4
LENNAR CORP	57.57
AUTOZONE INC	42.39
K L A TENCOR CORP	42.28
W.W. GRAINGER INC	41.99

Additions to existing portfolio by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Reductions

Ticker	% Reduced
ISHARES 1-3 YEAR TREASURY BOND	-77.18
WALT DISNEY CO	-62.6
WEBSTER FINL CORP COM	-59.62
PHILLIPS 66	-50.52
PIMCO ETF ENHANCED SHORT FD	-46.73
QUALCOMM INC	-41.88
WEYERHAEUSER CO	-38.12
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND E	-32.19

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV reduced stake in above stock

Sold off

Ticker	$ Sold
NEW YORK COMMUNITY BANCORP INC	-116,490
IRON MOUNTAIN INC	-486,217
ESTEE LAUDER COMPANIES INC CL A	-409,860
NOVO NORDISK A/S	-267,490
CARDINAL HEALTH INC	-205,082
SIMON PROPERTY GROUP INC	-220,599
LOWES COMPANIES INC	-289,882

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV got rid off the above stocks

Current Stock Holdings of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

Last Reported on: 12 Apr, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	APPLE INC	2.78	135,149	23,175,400	ADDED	2.08
AAXJ	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND E	1.16	188,887	9,686,120	REDUCED	-32.19
AAXJ	ISHARES SHORT-TERM NATIONAL	0.12	9,608	1,006,250	ADDED	33.17
AAXJ	ISHARES NEW YORK MUNI BOND ETF	0.07	11,200	602,672	ADDED	9.8
AAXJ	ISHARES PREFERRED&INCOME SECURITIES ETF	0.04	10,040	323,589	REDUCED	-17.3
ABBV	ABBVIE INC	1.18	54,192	9,868,360	ADDED	12.57
ABR	ARBOR REALTY TRUST INC	0.03	20,000	265,000	UNCHANGED	0.00
ABT	ABBOTT LABORATORIES	0.15	10,819	1,229,690	UNCHANGED	0.00
ACES	ALPS ETF TR BARRONS 400 ETF	0.02	3,000	203,717	NEW
ADBE	ADOBE SYSTEMS INC	1.22	20,235	10,211,100	ADDED	11.16
ADP	AUTOMATIC DATA PROCESSING INC	0.31	10,255	2,561,080	REDUCED	-9.3
AES	THE AES CORP	0.51	237,727	4,262,450	ADDED	22.06
AFL	A F L A C INC	0.04	3,897	334,596	UNCHANGED	0.00
AGG	ISHARES 1-3 YEAR TREASURY BOND	0.40	40,514	3,313,240	REDUCED	-77.18
AGG	ISHARES U S TECHNOLOGY ETF	0.08	4,790	646,937	REDUCED	-4.96
AGG	ISHARES CORE S&P SMALL-CAP	0.07	4,968	549,063	UNCHANGED	0.00
AGG	ISHARES TRUST S&P	0.05	858	451,076	ADDED	5.93
AGG	ISHARES NORTH AMERICAN TECH	0.05	4,800	413,664	ADDED	500
AGG	ISHARES TR S&P 500 GROWTH ETF	0.03	3,400	287,096	UNCHANGED	0.00
AGNC	AGNC INVESTMENT CORP	0.02	16,000	158,400	UNCHANGED	0.00
ALB	ALBEMARLE CORP	0.04	2,250	296,415	UNCHANGED	0.00
AMD	ADVANCED MICRO DEVICES INC	1.65	76,495	13,806,800	ADDED	16.89
AMGN	AMGEN INC	0.04	1,250	355,400	REDUCED	-28.98
AMPS	ISHARES FLOATING RATE BOND ETF	0.83	135,692	6,928,430	REDUCED	-2.88
AMT	AMERICAN TOWER CORP	0.19	8,187	1,617,670	REDUCED	-7.28
AMZA	ETFIS SER TR I VIRTUS INFRACAP US PFD STK ETF	0.03	12,000	251,400	NEW
AMZN	AMAZON.COM INC	1.88	87,076	15,706,800	ADDED	14.24
ATRI	ATRION CORP	0.03	500	231,775	NEW
AVGO	BROADCOM INC COM	1.11	6,980	9,252,650	REDUCED	-3.4
AXP	AMERICAN EXPRESS CO	1.40	51,206	11,659,100	ADDED	32.91
AZO	AUTOZONE INC	0.87	2,311	7,286,620	ADDED	42.39
BA	BOEING CO	0.15	6,435	1,241,930	REDUCED	-6.54
BAC	BANK OF AMERICA CORPORATION	0.49	108,278	4,105,920	REDUCED	-23.15
BALL	BALL CORP	0.03	3,500	235,760	UNCHANGED	0.00
BCPC	BALCHEM CORP	0.06	2,983	462,216	REDUCED	-6.28
BIL	SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	3.73	953,625	31,174,000	ADDED	13.69
BIL	SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	2.30	645,112	19,205,000	ADDED	32.24
BIL	SPDR SERIES TR. PORTFOLIO S&P 600 SMALL CAP ETF	0.46	88,644	3,815,240	REDUCED	-1.77
BIL	SPDR PORTFOLIO S&P 400 MID CAP ETF	0.06	10,087	538,041	REDUCED	-10.32
BIL	SPDR PORTFOLIO S&P 500 GROWTH ETF	0.06	7,096	519,072	REDUCED	-28.23
BIL	SPDR PORTFOLIO S&P 500 VALUE ETF	0.05	8,905	446,140	REDUCED	-24.66
BK	BANK OF NEW YORK MELLON CORP	0.03	4,697	270,641	REDUCED	-28.31
BKR	BAKER HUGHES CO	0.86	213,551	7,153,960	ADDED	78.55
BMY	BRISTOL-MYERS SQUIBB COMPANY	0.09	14,035	761,154	REDUCED	-7.21
BOND	PIMCO ETF ENHANCED SHORT FD	0.11	8,957	900,537	REDUCED	-46.73
BP	BP PLC ADR	0.04	8,609	324,387	UNCHANGED	0.00
BRSP	BRIGHTSPIRE CAPITAL INC	0.01	12,000	82,680	UNCHANGED	0.00
BX	BLACKSTONE GROUP LP	0.20	12,849	1,687,970	REDUCED	-2.28
CAH	CARDINAL HEALTH INC	0.00	0.00	0.00	SOLD OFF	-100
CAT	CATERPILLAR INC	0.11	2,609	956,016	REDUCED	-17.46
CB	CHUBB LTD	0.06	2,030	526,271	REDUCED	-24.00
CHMI	CHERRY HILL MTG INVT CORP COM	0.00	12,000	42,480	UNCHANGED	0.00
CI	CIGNA CORP	0.04	845	306,896	ADDED	3.55
CIEN	CIENA CORP	0.46	76,893	3,802,360	ADDED	20.19
CMC	COMMERCIAL METALS CO	0.10	14,810	870,384	UNCHANGED	0.00
CMCSA	COMCAST CORP CLASS A	0.09	17,579	762,080	REDUCED	-10.8
CMG	CHIPOTLE MEXICAN GRILL INC. COM	1.26	3,622	10,528,300	ADDED	41.65
COP	CONOCOPHILLIPS	0.30	19,941	2,538,090	REDUCED	-2.84
COST	COSTCO WHOLESALE CORP	0.19	2,116	1,550,240	REDUCED	-10.07
CRM	SALESFORCE INC	0.99	27,370	8,243,300	ADDED	16.82
CSCO	CISCO SYSTEMS INC	0.90	150,037	7,488,380	ADDED	24.25
CSWI	CSW INDUSTRIALS INC	0.09	3,212	753,535	UNCHANGED	0.00
CSX	CSX CORP	1.12	253,127	9,383,470	ADDED	18.72
CTRA	COTERRA ENERGY INC	0.05	16,140	449,983	REDUCED	-10.99
CVS	CVS HEALTH CORP	0.12	13,011	1,037,770	REDUCED	-10.49
CVX	CHEVRON CORP	0.48	25,593	4,037,200	REDUCED	-4.4
DD	DUPONT DE NEMOURS INC	0.08	8,289	635,518	UNCHANGED	0.00
DG	DOLLAR GENERAL CORP	0.34	18,406	2,872,440	ADDED	13.69
DHR	DANAHER CORP	1.18	39,276	9,808,000	ADDED	15.52
DIS	WALT DISNEY CO	0.13	8,700	1,064,540	REDUCED	-62.6
DLR	DIGITAL RLTY TR INC	0.04	2,484	357,795	ADDED	6.43
DUK	DUKE ENERGY CORP	0.21	17,900	1,731,200	REDUCED	-20.48
DVN	DEVON ENERGY CORP	0.04	7,183	360,443	ADDED	37.39
ED	CONSOLIDATED EDISON INC	0.03	2,856	259,353	REDUCED	-21.84
EL	ESTEE LAUDER COMPANIES INC CL A	0.00	0.00	0.00	SOLD OFF	-100
EMR	EMERSON ELECTRIC CO	0.15	10,932	1,239,970	REDUCED	-17.5
ENB	ENBRIDGE INC COM	0.03	6,288	227,475	REDUCED	-4.19
EXR	EXTRA SPACE STORAGE INC	0.05	2,864	421,008	UNCHANGED	0.00
FLO	FLOWERS FOODS INC	0.10	34,764	825,645	UNCHANGED	0.00
FLR	FLUOR CORPORATION	0.87	171,404	7,246,960	ADDED	39.95
GE	GENERAL ELECTRIC CO	0.08	3,840	674,035	REDUCED	-7.25
GLW	CORNING INC	0.04	10,715	353,166	UNCHANGED	0.00
GOOG	ALPHABET INC C	2.02	110,673	16,851,100	ADDED	7.99
GOOG	ALPHABET INC A	0.13	7,165	1,081,410	ADDED	0.84
GS	GOLDMAN SACHS GROUP INC	0.03	525	219,287	REDUCED	-22.68
GTLS	CHART INDUSTRIES INC	1.09	55,071	9,071,300	ADDED	40.37
GWW	W.W. GRAINGER INC	0.81	6,692	6,807,770	ADDED	41.99
HD	THE HOME DEPOT INC	1.33	28,937	11,100,500	REDUCED	-12.26
HON	HONEYWELL INTERNATIONAL INC	0.05	2,185	448,471	REDUCED	-2.37
HSY	THE HERSHEY CO	0.03	1,164	226,398	UNCHANGED	0.00
HUBB	HUBBELL INC COM	0.04	900	373,545	UNCHANGED	0.00
IBM	INTERNATIONAL BUSINESS MACHINES CORP	0.34	14,729	2,812,650	REDUCED	-2.42
ILMN	ILLUMINA INC	0.25	15,410	2,116,100	ADDED	38.65
INTC	INTEL CORP	0.17	31,477	1,390,360	REDUCED	-3.52
IRM	IRON MOUNTAIN INC	0.00	0.00	0.00	SOLD OFF	-100
ISRG	INTUITIVE SURGICAL INC	3.42	71,651	28,595,200	ADDED	0.04
ITW	ILLINOIS TOOL WORKS INC	0.06	1,920	515,194	REDUCED	-10.07
JNJ	JOHNSON & JOHNSON	0.28	14,783	2,338,520	REDUCED	-7.05
JPM	JPMORGAN CHASE & CO	2.12	88,347	17,696,100	ADDED	6.33
KLAC	K L A TENCOR CORP	1.47	17,560	12,266,900	ADDED	42.28
KO	COCA-COLA CO	0.04	4,813	294,459	REDUCED	-4.12
LECO	LINCOLN ELECTRIC HOLDINGS INC	0.94	30,640	7,826,680	ADDED	36.41
LEN	LENNAR CORP	0.80	38,618	6,641,520	ADDED	57.57
LLY	ELI LILLY AND CO	4.79	51,391	39,980,100	ADDED	2.19
LMT	LOCKHEED MARTIN CORP	0.10	1,873	851,972	REDUCED	-5.78
LOW	LOWES COMPANIES INC	0.00	0.00	0.00	SOLD OFF	-100
MA	MASTERCARD INC CL A	0.06	1,084	522,022	ADDED	3.63
MCD	MCDONALD'S CORP	0.53	15,762	4,444,620	REDUCED	-5.08
MDLZ	MONDELEZ INTERNATIONAL INC CLASS A	0.57	67,707	4,739,490	ADDED	28.69
MDT	MEDTRONIC PLC	1.10	105,193	9,167,570	REDUCED	-0.87
MDY	SPDR S&P MIDCAP 400 ETF	0.39	5,816	3,236,020	REDUCED	-14.31
META	META PLATFORMS INC	0.67	11,476	5,572,520	REDUCED	-10.52
MMC	MARSH & MCLENNAN COMPANIES INC	1.33	54,062	11,135,900	ADDED	30.53
MMM	3M COMPANY	0.04	2,922	309,937	ADDED	3.54
MRK	MERCK & CO INC	0.27	16,898	2,229,770	REDUCED	-8.28
MS	MORGAN STANLEY	0.96	85,489	8,049,700	ADDED	32.17
MSFT	MICROSOFT CORP	4.74	93,998	39,547,300	REDUCED	-1.31
NEE	NEXTERA ENERGY INC	0.08	9,869	630,728	REDUCED	-10.2
NKE	NIKE INC B	0.08	6,943	652,503	REDUCED	-13.74
NOC	NORTHROP GRUMMAN CORP	0.13	2,262	1,082,730	ADDED	0.89
NSC	NORFOLK SOUTHERN CORP	0.05	1,500	382,305	REDUCED	-14.29
NUE	NUCOR CORP	0.88	37,227	7,367,420	ADDED	28.84
NVDA	NVIDIA CORP	4.11	37,990	34,327,100	REDUCED	-3.00
NVO	NOVO NORDISK A/S	0.00	0.00	0.00	SOLD OFF	-100
NYCB	NEW YORK COMMUNITY BANCORP INC	0.00	0.00	0.00	SOLD OFF	-100
O	REALTY INCOME CORP	0.05	7,469	404,073	ADDED	2.2
OBT	ORANGE COUNTY BANCORP INC.	3.32	602,279	27,704,800	ADDED	0.63
ORCL	ORACLE CORP	0.32	20,940	2,630,340	REDUCED	-20.83
OSK	OSHKOSH CORP	0.07	4,743	591,500	REDUCED	-4.43
PEP	PEPSICO INC	0.97	46,234	8,091,560	ADDED	3.11
PFE	PFIZER INC	0.44	131,025	3,635,950	ADDED	4.73
PG	PROCTER & GAMBLE CO	0.42	21,605	3,505,480	REDUCED	-0.2
PIRS	PIERIS PHARMACEUTICALS INC	0.00	14,000	2,565	UNCHANGED	0.00
PLD	PROLOGIS INC	0.80	51,030	6,645,260	ADDED	25.77
PLG	PLATINUM GROUP METALS LTD REGISTERED SHS ISIN#CA72	0.00	13,150	15,386	UNCHANGED	0.00
PNC	PNC FINANCIAL SERVICES GROUP INC	0.04	1,875	303,000	REDUCED	-21.84
PSX	PHILLIPS 66	0.06	2,810	458,985	REDUCED	-50.52
QCOM	QUALCOMM INC	0.03	1,600	270,880	REDUCED	-41.88
QQQ	INVESCO QQQ TRUST	0.21	3,925	1,742,740	REDUCED	-2.99
RC	READY CAP CORP COM	0.02	15,700	143,341	UNCHANGED	0.00
RITM	RITHM CAPITAL COM NEW	0.02	17,600	196,416	UNCHANGED	0.00
RMD	RESMED INC	0.26	11,000	2,178,330	UNCHANGED	0.00
RTX	RAYTHEON TECHNOLOGIES CORP COM	0.12	10,430	1,017,240	REDUCED	-8.58
SBUX	STARBUCKS CORP	0.92	84,321	7,706,120	ADDED	32.27
SHEL	SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US78025	0.03	3,980	266,819	UNCHANGED	0.00
SHW	SHERWIN-WILLIAMS CO	0.84	20,240	7,029,960	ADDED	12.43
SJM	JM SMUCKER CO	0.11	7,565	952,207	UNCHANGED	0.00
SLB	SCHLUMBERGER LTD	0.84	127,826	7,006,140	ADDED	71.4
SO	SOUTHERN CO	0.18	21,504	1,542,700	REDUCED	-0.69
SPG	SIMON PROPERTY GROUP INC	0.00	0.00	0.00	SOLD OFF	-100
SPHD	INVESCO EXCHANGE-TRADED FD TR II CEF INCOME COMPOS	0.04	15,704	296,020	UNCHANGED	0.00
SPY	SPDR S&P 500 ETF	1.81	28,936	15,135,600	REDUCED	-5.52
SUN	SUNOCO LP COM UNIT REPSTG LTD PARTNERSHIP INT	0.09	12,000	723,480	UNCHANGED	0.00
SYY	SYSCO CORP	0.11	11,114	902,243	REDUCED	-6.56
T	AT&T INC	0.09	44,081	775,830	REDUCED	-14.69
TMO	THERMO FISHER SCIENTIFIC INC	1.32	18,927	11,000,900	ADDED	1.31
TSLA	TESLA MTRS INC	0.07	3,504	615,968	REDUCED	-8.77
TXN	TEXAS INSTRUMENTS INC	0.02	1,157	201,561	NEW
UNH	UNITEDHEALTH GROUP INC	1.12	18,830	9,315,900	ADDED	4.59
URI	UNITED RENTALS INC	1.32	15,245	10,993,300	ADDED	16.95
V	VISA INC CLASS A	1.30	38,847	10,841,700	ADDED	33.98
VLO	VALERO ENERGY CORP	0.04	1,925	328,578	REDUCED	-15.42
VOO	VANGUARD INDEX FD S&P 500 ETF	0.03	480	230,736	REDUCED	-2.44
VZ	VERIZON COMMUNICATIONS INC	0.22	44,594	1,871,200	REDUCED	-19.01
WBS	WEBSTER FINL CORP COM	0.37	60,268	3,059,810	REDUCED	-59.62
WMT	WAL-MART STORES INC	0.32	43,993	2,647,090	ADDED	188
WY	WEYERHAEUSER CO	0.66	153,662	5,518,000	REDUCED	-38.12
XLB	TECHNOLOGY SELECT SECTOR SPDR ETF	2.34	93,964	19,569,900	REDUCED	-0.61
XLB	SPDR SECTOR HEALTH CARE ETF	1.14	64,622	9,546,610	REDUCED	-1.22
XLB	SPDR SECTOR FINANCIAL ETF	0.99	196,193	8,263,650	ADDED	0.43
XLB	SPDR SECTOR CONSUMER DISCRETIONARY ETF	0.78	35,555	6,538,210	ADDED	0.61
XLB	SPDR SECTOR INDUSTRIAL ETF	0.76	50,051	6,304,420	REDUCED	-1.49
XLB	SPDR SECTOR COMMUNICATION SERVICES ETF	0.74	75,512	6,166,310	REDUCED	-1.07
XLB	SPDR SECTOR CONSUMER STAPLES ETF	0.46	50,268	3,838,460	ADDED	0.39
XLB	ENERGY SELECT SECTOR SPDR ETF	0.43	37,843	3,572,760	REDUCED	-3.88
XLB	UTILITIES SELECT SECTOR SPDR ETF	0.20	25,880	1,699,020	REDUCED	-0.68
XLB	MATERIALS SELECT SECTOR SPDR ETF	0.10	8,957	832,016	ADDED	4.87
XLB	REAL ESTATE SELECT SECTOR SPDR	0.09	17,869	706,362	ADDED	5.43
XOM	EXXON MOBIL CORP	1.62	116,136	13,499,700	ADDED	10.46
	NUVEEN MUNICIPAL VALUE	0.12	119,384	1,039,850	REDUCED	-2.69
	NUVEEN AMT-FREE QUALITY MUNI INC	0.03	23,870	264,241	UNCHANGED	0.00
	NUVEEN MUNICIPAL CREDIT INCOME	0.01	10,500	128,520	UNCHANGED	0.00
	NUVEEN AMT-FREE MUNI CREDIT INC	0.01	10,500	127,575	UNCHANGED	0.00
	NUVEEN MUNI HIGH INC OPP	0.01	11,500	121,440	UNCHANGED	0.00
	EAGLE POINT CREDIT CO LLC	0.01	10,500	106,155	UNCHANGED	0.00