Hudson Valley Investment Advisors Inc /Adv Top Holdings and 13F Report (2025) About Hudson Valley Investment Advisors Inc /AdvInvestment ActivityHudson Valley Investment Advisors Inc /Adv has $837.13 million in total holdings as of March 31, 2025.Hudson Valley Investment Advisors Inc /Adv owns shares of 169 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 5.76% of the portfolio was purchased this quarter.About 4.64% of the portfolio was sold this quarter.This quarter, Hudson Valley Investment Advisors Inc /Adv has purchased 177 new stocks and bought additional shares in 35 stocks.Hudson Valley Investment Advisors Inc /Adv sold shares of 87 stocks and completely divested from 12 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $41,689,542Eli Lilly and Company $39,785,737Intuitive Surgical $33,909,156SPDR Portfolio Short Term Corporate Bond ETF $33,120,204Microsoft $33,068,098 Largest New Holdings this Quarter 032095101 - Amphenol $3,929,300 Holding896239100 - Trimble $2,765,834 Holding74762E102 - Quanta Services $2,406,830 Holding14149Y108 - Cardinal Health $206,655 Holding Largest Purchases this Quarter Orange County Bancorp 576,721 shares (about $13.49M)International Business Machines 17,596 shares (about $4.38M)Amphenol 59,907 shares (about $3.93M)Meta Platforms 6,789 shares (about $3.91M)CBRE Group 22,883 shares (about $2.99M) Largest Sales this Quarter Advanced Micro Devices 56,059 shares (about $5.76M)Pfizer 119,705 shares (about $3.03M)NVIDIA 9,720 shares (about $1.05M)AbbVie 4,983 shares (about $1.04M)SPDR S&P 500 ETF Trust 1,780 shares (about $995.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHudson Valley Investment Advisors Inc /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$41,689,542$643,360 ▲1.6%1,254,1985.0%ETFLLYEli Lilly and Company$39,785,737$48,729 ▼-0.1%48,1724.8%MedicalISRGIntuitive Surgical$33,909,156$908,820 ▼-2.6%68,4664.1%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$33,120,204$1,560,685 ▲4.9%1,100,3394.0%ETFMSFTMicrosoft$33,068,098$59,312 ▼-0.2%88,0904.0%Computer and TechnologyNVDANVIDIA$31,330,490$1,053,457 ▼-3.3%289,0793.7%Computer and TechnologyAAPLApple$28,083,040$337,194 ▼-1.2%126,4263.4%Computer and TechnologyOBTOrange County Bancorp$27,574,588$13,489,504 ▲95.8%1,178,9053.3%FinanceAMZNAmazon.com$19,347,539$1,090,570 ▲6.0%101,6902.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$19,251,163$459,831 ▲2.4%93,2352.3%ETFGOOGAlphabet$17,647,585$91,551 ▼-0.5%112,9592.1%Computer and TechnologyJPMJPMorgan Chase & Co.$17,065,560$720,693 ▼-4.1%69,5702.0%FinanceKLACKLA$14,026,313$387,486 ▼-2.7%20,6331.7%Computer and TechnologyUNHUnitedHealth Group$12,947,839$817,554 ▼-5.9%24,7221.5%MedicalVVisa$12,911,998$387,970 ▼-2.9%36,8421.5%Business ServicesXOMExxon Mobil$12,440,349$126,303 ▲1.0%104,6031.5%EnergyAXPAmerican Express$12,310,383$35,515 ▲0.3%45,7551.5%FinanceSPYSPDR S&P 500 ETF Trust$11,880,884$995,714 ▼-7.7%21,2391.4%FinanceMETAMeta Platforms$11,872,440$3,912,908 ▲49.2%20,5991.4%Computer and TechnologyMMCMarsh & McLennan Companies$11,802,755$378,010 ▼-3.1%48,3651.4%FinanceAZOAutoZone$11,266,765$1,033,613 ▲10.1%2,9541.3%Retail/WholesaleCRMSalesforce$10,665,700$872,975 ▲8.9%39,7441.3%Computer and TechnologyADBEAdobe$10,254,442$731,803 ▲7.7%26,7361.2%Computer and TechnologyABBVAbbVie$10,180,577$1,044,038 ▼-9.3%48,5901.2%MedicalXLFFinancial Select Sector SPDR Fund$10,173,792$380,698 ▼-3.6%204,2521.2%ETFTMOThermo Fisher Scientific$10,091,599$24,879 ▼-0.2%20,2811.2%MedicalAVGOBroadcom$9,940,984$512,168 ▼-4.9%59,3741.2%Computer and TechnologyDHRDanaher$9,533,935$101,680 ▼-1.1%46,5071.1%MedicalMDTMedtronic$9,262,140$31,631 ▼-0.3%103,0731.1%MedicalURIUnited Rentals$9,230,664$741,436 ▲8.7%14,7281.1%ConstructionCMGChipotle Mexican Grill$8,692,054$1,080,369 ▲14.2%173,1141.0%Retail/WholesaleHDHome Depot$8,507,194$755,324 ▼-8.2%23,2131.0%Retail/WholesaleGTLSChart Industries$8,404,495$219,142 ▲2.7%58,2181.0%IndustrialsMSMorgan Stanley$7,986,946$90,767 ▼-1.1%68,4591.0%FinanceXLVHealth Care Select Sector SPDR Fund$7,940,170$423,721 ▼-5.1%54,3810.9%ETFGWWW.W. Grainger$7,882,883$524,538 ▲7.1%7,9800.9%IndustrialsFLOTiShares Floating Rate Bond ETF$7,715,391$262,550 ▲3.5%151,1340.9%ETFIBMInternational Business Machines$7,660,966$4,375,563 ▲133.2%30,8080.9%Computer and TechnologyCSCOCisco Systems$7,352,358$58,686 ▲0.8%119,1440.9%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$7,134,032$69,703 ▼-1.0%36,1290.9%FinanceSBUXStarbucks$6,841,121$454,257 ▲7.1%69,7430.8%Retail/WholesaleFLRFluor$6,779,365$1,034,553 ▲18.0%189,2620.8%ConstructionXLCCommunication Services Select Sector SPDR Fund$6,773,008$177,564 ▼-2.6%70,2230.8%ETFCSXCSX$6,742,569$788,339 ▼-10.5%229,1060.8%TransportationPEPPepsiCo$6,299,554$65,074 ▲1.0%42,0140.8%Consumer StaplesPLDPrologis$6,247,887$242,582 ▼-3.7%55,8900.7%FinanceXLIIndustrial Select Sector SPDR Fund$6,175,756$350,481 ▼-5.4%47,1180.7%ETFSHWSherwin-Williams$6,154,474$628,856 ▼-9.3%17,6260.7%Basic MaterialsCIENCiena$5,894,524$101,945 ▼-1.7%97,5430.7%Computer and TechnologyBKRBaker Hughes$5,666,913$272,268 ▼-4.6%128,9410.7%EnergyMCDMcDonald's$5,395,739$50,603 ▼-0.9%17,2740.6%Retail/WholesaleSCHWCharles Schwab$4,860,170$311,085 ▲6.8%62,0870.6%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,844,652$450,316 ▲10.2%118,8580.6%ETFLECOLincoln Electric$4,833,984$136,568 ▲2.9%25,5560.6%IndustrialsGSThe Goldman Sachs Group$4,713,390$518,975 ▲12.4%8,6280.6%FinanceCBRECBRE Group$4,504,848$2,992,639 ▲197.9%34,4460.5%FinanceMDLZMondelez International$4,165,312$7,735 ▼-0.2%61,3900.5%Consumer StaplesXLPConsumer Staples Select Sector SPDR Fund$3,974,144$4,900 ▼-0.1%48,6610.5%ETFSLBSchlumberger$3,937,560$135,808 ▲3.6%94,2000.5%EnergyAPHAmphenol$3,929,300$3,929,300 ▲New Holding59,9070.5%Computer and TechnologyCVXChevron$3,809,526$43,328 ▼-1.1%22,7720.5%EnergyNUENucor$3,721,876$290,010 ▼-7.2%30,9290.4%Basic MaterialsBACBank of America$3,719,919$312,348 ▼-7.7%89,1430.4%FinanceWYWeyerhaeuser$3,607,940$148,392 ▲4.3%123,2210.4%ConstructionOWLBlue Owl Capital$3,552,290$238,015 ▲7.2%177,2600.4%FinanceWMTWalmart$3,420,434$12,115 ▼-0.4%38,9620.4%Retail/WholesaleAMDAdvanced Micro Devices$3,352,714$5,759,501 ▼-63.2%32,6330.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$3,176,459$377,258 ▼-10.6%33,9910.4%ETFPGProcter & Gamble$3,162,383$123,216 ▼-3.8%18,5560.4%Consumer StaplesTRMBTrimble$2,765,834$2,765,834 ▲New Holding42,1300.3%IndustrialsADPAutomatic Data Processing$2,537,427$328,445 ▼-11.5%8,3050.3%Business ServicesRMDResMed$2,462,3500.0%11,0000.3%MedicalPWRQuanta Services$2,406,830$2,406,830 ▲New Holding9,4690.3%ConstructionDUKDuke Energy$2,401,708$413,600 ▲20.8%19,6910.3%UtilitiesWBSWebster Financial$2,383,8780.0%46,2440.3%FinanceMDYSPDR S&P MidCap 400 ETF Trust$2,368,118$33,609 ▼-1.4%4,4390.3%ETFORCLOracle$2,346,361$195,740 ▼-7.7%16,7820.3%Computer and TechnologyJNJJohnson & Johnson$2,207,165$21,891 ▼-1.0%13,3090.3%MedicalGNRCGenerac$1,881,132$963,300 ▼-33.9%14,8530.2%IndustrialsSOSouthern$1,856,470$8,275 ▼-0.4%20,1900.2%UtilitiesCOSTCostco Wholesale$1,808,331$100,253 ▼-5.3%1,9120.2%Retail/WholesaleBXBlackstone$1,736,9060.0%12,4260.2%FinanceXLUUtilities Select Sector SPDR Fund$1,726,973$31,619 ▼-1.8%21,9020.2%ETFCOPConocoPhillips$1,652,700$242,596 ▼-12.8%15,7370.2%EnergyABTAbbott Laboratories$1,367,489$37,805 ▼-2.7%10,3090.2%MedicalQQQInvesco QQQ$1,334,077$126,608 ▼-8.7%2,8450.2%FinanceRTXRTX$1,294,002$13,246 ▼-1.0%9,7690.2%AerospaceMRKMerck & Co., Inc.$1,193,953$177,630 ▼-13.0%13,3020.1%MedicalSUBiShares Short-Term National Muni Bond ETF$1,190,9570.0%11,2780.1%ETFEMREmerson Electric$1,158,076$4,824 ▼-0.4%10,5630.1%IndustrialsXLBMaterials Select Sector SPDR Fund$1,141,470$42,818 ▲3.9%13,2760.1%ETFXLREReal Estate Select Sector SPDR Fund$1,133,465$124,504 ▲12.3%27,0840.1%ETFVZVerizon Communications$1,087,860$113,581 ▼-9.5%23,9830.1%Computer and TechnologyGOOGLAlphabet$1,028,820$311,136 ▼-23.2%6,6530.1%Computer and TechnologyTAT&T$1,003,354$40,101 ▼-3.8%35,4790.1%Computer and TechnologyNOCNorthrop Grumman$962,579$169,987 ▼-15.0%1,8800.1%AerospaceCSWICSW Industrials$936,3620.0%3,2120.1%Basic MaterialsPFEPfizer$922,180$3,033,347 ▼-76.7%36,3920.1%MedicalNEENextEra Energy$916,182$536,637 ▲141.4%12,9240.1%UtilitiesAMTAmerican Tower$880,192$388,416 ▼-30.6%4,0450.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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