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 $882.91 million in total holdings as of December 31, 2024.Hudson Valley Investment Advisors Inc /Adv owns shares of 177 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 1.51% of the portfolio was purchased this quarter.About 3.30% of the portfolio was sold this quarter.This quarter, Hudson Valley Investment Advisors Inc /Adv has purchased 174 new stocks and bought additional shares in 34 stocks.Hudson Valley Investment Advisors Inc /Adv sold shares of 89 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $40,453,457NVIDIA $40,125,852Eli Lilly and Company $37,234,332Microsoft $37,196,945Intuitive Surgical $36,694,310 Largest New Holdings this Quarter CBRE Group $1,518,106 HoldingTesla $556,895 HoldingXPO $262,300 HoldingTrade Desk $235,060 HoldingServiceNow $222,625 Holding Largest Purchases this Quarter Meta Platforms 3,019 shares (about $1.77M)CBRE Group 11,563 shares (about $1.52M)UnitedHealth Group 2,137 shares (about $1.08M)SPDR Portfolio Intermediate Term Corporate Bond ETF 28,771 shares (about $942.54K)SPDR Portfolio Short Term Corporate Bond ETF 31,537 shares (about $941.69K) Largest Sales this Quarter Lennar 33,584 shares (about $4.58M)NVIDIA 23,687 shares (about $3.18M)Ciena 15,402 shares (about $1.31M)JPMorgan Chase & Co. 5,244 shares (about $1.26M)Chart Industries 6,172 shares (about $1.18M) 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$40,453,457$942,538 ▲2.4%1,234,8434.6%ETFNVDANVIDIA$40,125,852$3,180,938 ▼-7.3%298,7994.5%Computer and TechnologyLLYEli Lilly and Company$37,234,332$65,620 ▼-0.2%48,2314.2%MedicalMSFTMicrosoft$37,196,945$3,372 ▲0.0%88,2484.2%Computer and TechnologyISRGIntuitive Surgical$36,694,3100.0%70,3014.2%MedicalOBTOrange County Bancorp$33,463,365$40,788 ▼-0.1%602,1843.8%FinanceAAPLApple$32,039,774$707,688 ▼-2.2%127,9443.6%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$31,307,882$941,695 ▲3.1%1,048,4893.5%ETFGOOGAlphabet$21,623,700$79,605 ▲0.4%113,5452.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$21,161,180$23,252 ▲0.1%91,0082.4%ETFAMZNAmazon.com$21,052,445$771,603 ▼-3.5%95,9582.4%Retail/WholesaleJPMJPMorgan Chase & Co.$17,380,931$1,257,042 ▼-6.7%72,5082.0%FinanceAVGOBroadcom$14,474,691$340,578 ▼-2.3%62,4331.6%Computer and TechnologyAXPAmerican Express$13,540,450$864,549 ▼-6.0%45,6231.5%FinanceSPYSPDR S&P 500 ETF Trust$13,490,976$644,688 ▼-4.6%23,0191.5%FinanceKLACKLA$13,360,434$471,330 ▲3.7%21,2031.5%Computer and TechnologyUNHUnitedHealth Group$13,296,233$1,081,081 ▲8.9%26,2831.5%MedicalCRMSalesforce$12,200,036$1,087,241 ▼-8.2%36,4911.4%Computer and TechnologyVVisa$11,993,718$517,371 ▼-4.1%37,9491.4%Business ServicesXOMExxon Mobil$11,138,204$16,136 ▼-0.1%103,5411.3%Oils/EnergyADBEAdobe$11,040,960$17,788 ▲0.2%24,8281.3%Computer and TechnologyGTLSChart Industries$10,820,819$1,177,885 ▼-9.8%56,7001.2%Industrial ProductsDHRDanaher$10,789,539$205,906 ▲1.9%47,0031.2%Multi-Sector ConglomeratesAMDAdvanced Micro Devices$10,713,348$171,888 ▼-1.6%88,6921.2%Computer and TechnologyMMCMarsh & McLennan Companies$10,602,445$88,789 ▼-0.8%49,9141.2%FinanceTMOThermo Fisher Scientific$10,577,079$139,425 ▲1.3%20,3311.2%MedicalXLFFinancial Select Sector SPDR Fund$10,240,885$205,354 ▲2.0%211,8951.2%ETFHDHome Depot$9,831,575$208,504 ▼-2.1%25,2741.1%Retail/WholesaleURIUnited Rentals$9,542,344$542,459 ▼-5.4%13,5451.1%ConstructionABBVAbbVie$9,519,922$675,438 ▼-6.6%53,5731.1%MedicalCMGChipotle Mexican Grill$9,141,359$236,981 ▼-2.5%151,5971.0%Retail/WholesaleMSMorgan Stanley$8,704,675$719,512 ▼-7.6%69,2371.0%FinanceAZOAutoZone$8,597,370$70,497 ▼-0.8%2,6831.0%Retail/WholesaleCIENCiena$8,415,781$1,306,257 ▼-13.4%99,2301.0%Computer and TechnologyMDTMedtronic$8,261,589$72,851 ▼-0.9%103,4250.9%MedicalCSXCSX$8,257,709$4,131 ▲0.1%255,8930.9%TransportationXLYConsumer Discretionary Select Sector SPDR Fund$8,184,737$82,336 ▲1.0%36,4820.9%FinanceMETAMeta Platforms$8,085,893$1,767,655 ▲28.0%13,8100.9%Computer and TechnologyFLRFluor$7,909,942$547,057 ▼-6.5%160,3800.9%ConstructionXLVHealth Care Select Sector SPDR Fund$7,880,422$60,668 ▲0.8%57,2830.9%ETFGWWW.W. Grainger$7,852,673$468,061 ▼-5.6%7,4490.9%Industrial ProductsFLOTiShares Floating Rate Bond ETF$7,428,022$116,464 ▲1.6%145,9910.8%ETFCSCOCisco Systems$6,997,067$250,121 ▼-3.5%118,1930.8%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$6,976,516$12,973 ▼-0.2%72,0640.8%ETFSHWSherwin-Williams$6,604,160$215,527 ▼-3.2%19,4270.7%Basic MaterialsXLIIndustrial Select Sector SPDR Fund$6,560,594$86,566 ▲1.3%49,7920.7%ETFPEPPepsiCo$6,322,782$716,521 ▲12.8%41,5800.7%Consumer StaplesPLDPrologis$6,137,101$131,917 ▼-2.1%58,0600.7%FinanceSBUXStarbucks$5,941,498$245,646 ▼-4.0%65,1120.7%Retail/WholesaleBKRBaker Hughes$5,543,320$555,333 ▼-9.1%135,1360.6%Oils/EnergyAESAES$5,230,939$563,605 ▲12.1%406,4430.6%UtilitiesMCDMcDonald's$5,054,864$46,965 ▼-0.9%17,4360.6%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,842,825$447,852 ▲10.2%107,8100.5%ETFLECOLincoln Electric$4,655,817$17,435 ▼-0.4%24,8340.5%Industrial ProductsGSThe Goldman Sachs Group$4,396,576$176,367 ▼-3.9%7,6780.5%FinanceSCHWCharles Schwab$4,300,943$603,626 ▲16.3%58,1130.5%FinanceBACBank of America$4,246,826$48,697 ▼-1.1%96,6280.5%FinancePFEPfizer$4,141,287$560,239 ▼-11.9%156,0970.5%MedicalNUENucor$3,891,111$199,347 ▲5.4%33,3390.4%Basic MaterialsOWLBlue Owl Capital$3,846,809$126,907 ▼-3.2%165,3830.4%FinanceXLPConsumer Staples Select Sector SPDR Fund$3,829,958$63,438 ▲1.7%48,7210.4%ETFMDLZMondelez International$3,673,634$201,708 ▲5.8%61,5040.4%Consumer StaplesWMTWalmart$3,532,734$127,305 ▼-3.5%39,1000.4%Retail/WholesaleSLBSchlumberger$3,487,100$68,246 ▼-1.9%90,9510.4%Oils/EnergyGNRCGenerac$3,482,268$169,935 ▼-4.7%22,4590.4%Industrial ProductsCVXChevron$3,335,953$168,746 ▼-4.8%23,0310.4%Oils/EnergyWYWeyerhaeuser$3,326,035$126,592 ▼-3.7%118,1530.4%ConstructionXLEEnergy Select Sector SPDR Fund$3,257,478$92,170 ▲2.9%38,0280.4%ETFPGProcter & Gamble$3,232,193$267,575 ▼-7.6%19,2790.4%Consumer StaplesORCLOracle$3,029,932$51,327 ▼-1.7%18,1820.3%Computer and TechnologyIBMInternational Business Machines$2,904,614$220,286 ▼-7.0%13,2120.3%Computer and TechnologyADPAutomatic Data Processing$2,745,807$29,273 ▼-1.1%9,3800.3%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$2,564,249$43,858 ▼-1.7%4,5020.3%ETFWBSWebster Financial$2,553,594$455,786 ▼-15.1%46,2440.3%FinanceRMDResMed$2,515,5900.0%11,0000.3%MedicalILMNIllumina$2,291,086$26,592 ▼-1.1%17,1450.3%MedicalBXBlackstone$2,142,4910.0%12,4260.2%FinanceJNJJohnson & Johnson$1,943,837$58,860 ▼-2.9%13,4410.2%MedicalCOSTCostco Wholesale$1,849,033$34,818 ▼-1.8%2,0180.2%Retail/WholesaleCOPConocoPhillips$1,789,721$72,890 ▼-3.9%18,0470.2%Oils/EnergyDUKDuke Energy$1,756,267$13,792 ▲0.8%16,3000.2%UtilitiesXLUUtilities Select Sector SPDR Fund$1,688,114$11,581 ▼-0.7%22,3030.2%ETFSOSouthern$1,669,4500.0%20,2800.2%UtilitiesGOOGLAlphabet$1,640,284$283,950 ▲20.9%8,6650.2%Computer and TechnologyQQQInvesco QQQ$1,592,481$66,460 ▲4.4%3,1150.2%FinanceMRKMerck & Co., Inc.$1,520,215$53,423 ▼-3.4%15,2810.2%MedicalCBRECBRE Group$1,518,106$1,518,106 ▲New Holding11,5630.2%FinanceLENLennar$1,396,429$4,579,851 ▼-76.6%10,2400.2%ConstructionEMREmerson Electric$1,314,592$12,394 ▼-0.9%10,6070.1%Industrial ProductsABTAbbott Laboratories$1,198,2870.0%10,5940.1%MedicalSUBiShares Short-Term National Muni Bond ETF$1,189,6030.0%11,2780.1%ETFRTXRTX$1,142,041$57,050 ▼-4.8%9,8690.1%AerospaceCSWICSW Industrials$1,133,1940.0%3,2120.1%Basic MaterialsIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,115,738$103,659 ▼-8.5%21,5810.1%ManufacturingXLBMaterials Select Sector SPDR Fund$1,075,141$91,460 ▲9.3%12,7780.1%ETFAMTAmerican Tower$1,069,280$148,195 ▼-12.2%5,8300.1%FinanceVZVerizon Communications$1,059,247$432,585 ▼-29.0%26,4870.1%Computer and TechnologyNOCNorthrop Grumman$1,038,069$23,464 ▼-2.2%2,2120.1%AerospaceXLREReal Estate Select Sector SPDR Fund$980,513$74,304 ▲8.2%24,1090.1%ETFCATCaterpillar$959,137$12,697 ▲1.3%2,6440.1%Industrial ProductsShowing 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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