Hudson Valley Investment Advisors Inc /Adv Top Holdings and 13F Report (2024) About Hudson Valley Investment Advisors Inc /AdvInvestment ActivityHudson Valley Investment Advisors Inc /Adv has $903.62 million in total holdings as of September 30, 2024.Hudson Valley Investment Advisors Inc /Adv owns shares of 174 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 15.93% of the portfolio was purchased this quarter.About 9.87% of the portfolio was sold this quarter.This quarter, Hudson Valley Investment Advisors Inc /Adv has purchased 181 new stocks and bought additional shares in 52 stocks.Hudson Valley Investment Advisors Inc /Adv sold shares of 89 stocks and completely divested from 19 stocks this quarter.Largest Holdings Eli Lilly and Company $42,805,077SPDR Portfolio Intermediate Term Corporate Bond ETF $40,656,687NVIDIA $39,162,821Microsoft $37,970,094Orange County Bancorp $36,368,014 Largest New Holdings this Quarter Generac $3,742,418 HoldingBlue Owl Capital $3,307,443 HoldingCharles Schwab $3,237,713 HoldingCapital One Financial $524,055 HoldingVirtus InfraCap U.S. Preferred Stock ETF $273,960 Holding Largest Purchases this Quarter NVIDIA 278,234 shares (about $33.79M)SPDR Portfolio Short Term Corporate Bond ETF 529,121 shares (about $16.02M)SPDR Portfolio Intermediate Term Corporate Bond ETF 367,288 shares (about $12.38M)Broadcom 56,676 shares (about $9.78M)Chipotle Mexican Grill 152,380 shares (about $8.78M) Largest Sales this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF 254,956 shares (about $13.43M)Microsoft 13,104 shares (about $5.64M)SPDR S&P 500 ETF Trust 6,506 shares (about $3.73M)Eli Lilly and Company 4,204 shares (about $3.72M)Home Depot 7,423 shares (about $3.01M) 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 PortfolioSectorLLYEli Lilly and Company$42,805,077$3,724,492 ▼-8.0%48,3164.7%MedicalSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$40,656,687$12,381,278 ▲43.8%1,206,0724.5%ETFNVDANVIDIA$39,162,821$33,788,841 ▲628.7%322,4864.3%Computer and TechnologyMSFTMicrosoft$37,970,094$5,638,714 ▼-12.9%88,2404.2%Computer and TechnologyOBTOrange County Bancorp$36,368,014$265,891 ▲0.7%602,9184.0%FinanceISRGIntuitive Surgical$34,536,772$647,985 ▼-1.8%70,3013.8%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$30,793,307$16,021,784 ▲108.5%1,016,9523.4%ETFAAPLApple$30,469,445$2,208,610 ▼-6.8%130,7703.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$20,523,390$820,638 ▼-3.8%90,9082.3%ETFGOOGAlphabet$18,913,870$104,160 ▲0.6%113,1272.1%Computer and TechnologyAMZNAmazon.com$18,535,363$2,556,473 ▲16.0%99,4752.1%Retail/WholesaleJPMJPMorgan Chase & Co.$16,394,948$2,481,214 ▼-13.1%77,7521.8%FinanceKLACKLA$15,840,557$3,409,727 ▲27.4%20,4551.8%Computer and TechnologyAMDAdvanced Micro Devices$14,786,397$1,746,670 ▲13.4%90,1151.6%Computer and TechnologyUNHUnitedHealth Group$14,118,509$2,880,302 ▲25.6%24,1461.6%MedicalSPYSPDR S&P 500 ETF Trust$13,838,517$3,732,882 ▼-21.2%24,1191.5%FinanceAXPAmerican Express$13,162,963$542,129 ▲4.3%48,5361.5%FinanceADBEAdobe$12,835,248$2,192,887 ▲20.6%24,7881.4%Computer and TechnologyDHRDanaher$12,818,390$2,370,398 ▲22.7%46,1061.4%Multi-Sector ConglomeratesTMOThermo Fisher Scientific$12,410,706$343,934 ▲2.9%20,0631.4%MedicalXOMExxon Mobil$12,154,875$1,285,575 ▼-9.6%103,6911.3%Oils/EnergyURIUnited Rentals$11,592,095$477,774 ▼-4.0%14,3151.3%ConstructionABBVAbbVie$11,330,218$925,194 ▲8.9%57,3741.3%MedicalMMCMarsh & McLennan Companies$11,228,789$730,857 ▲7.0%50,3321.2%FinanceAVGOBroadcom$11,023,262$9,776,758 ▲784.3%63,9021.2%Computer and TechnologyVVisa$10,884,446$1,412,729 ▲14.9%39,5861.2%Business ServicesCRMSalesforce$10,878,057$3,364,991 ▲44.8%39,7431.2%Computer and TechnologyHDHome Depot$10,458,769$3,007,960 ▼-22.3%25,8101.2%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$9,410,517$556,983 ▲6.3%207,6461.0%ETFMDTMedtronic$9,393,460$160,163 ▼-1.7%104,3371.0%MedicalCMGChipotle Mexican Grill$8,961,523$8,780,192 ▲4,842.1%155,5271.0%Retail/WholesaleCSXCSX$8,831,610$678,242 ▲8.3%255,7651.0%TransportationXLVHealth Care Select Sector SPDR Fund$8,754,805$1,321,492 ▼-13.1%56,8421.0%ETFAZOAutoZone$8,527,158$2,263,401 ▲36.1%2,7050.9%Retail/WholesaleLENLennar$8,216,311$2,252,624 ▲37.8%43,8240.9%ConstructionGWWW.W. Grainger$8,200,366$1,953,210 ▲31.3%7,8930.9%Industrial ProductsFLRFluor$8,180,929$1,153,103 ▲16.4%171,4720.9%ConstructionMSMorgan Stanley$7,813,995$72,865 ▼-0.9%74,9600.9%FinanceGTLSChart Industries$7,805,054$1,904,214 ▲32.3%62,8720.9%Industrial ProductsSHWSherwin-Williams$7,657,064$127,102 ▲1.7%20,0610.8%Basic MaterialsPLDPrologis$7,489,667$1,633,108 ▲27.9%59,3080.8%FinanceFLOTiShares Floating Rate Bond ETF$7,334,550$203,088 ▲2.8%143,7020.8%ETFAESAES$7,274,807$3,139,482 ▲75.9%362,6510.8%UtilitiesXLYConsumer Discretionary Select Sector SPDR Fund$7,236,363$155,687 ▲2.2%36,1150.8%FinanceCIENCiena$7,060,246$2,448,470 ▲53.1%114,6320.8%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$6,654,844$226,727 ▼-3.3%49,1350.7%ETFSBUXStarbucks$6,610,241$790,940 ▼-10.7%67,8040.7%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$6,526,699$373,714 ▼-5.4%72,1980.7%ETFCSCOCisco Systems$6,515,123$915,017 ▼-12.3%122,4180.7%Computer and TechnologyPEPPepsiCo$6,269,545$1,666,528 ▼-21.0%36,8680.7%Consumer StaplesMETAMeta Platforms$6,177,200$1,164,343 ▼-15.9%10,7910.7%Computer and TechnologyBKRBaker Hughes$5,374,601$517,671 ▼-8.8%148,6740.6%Oils/EnergyMCDMcDonald's$5,359,048$302,394 ▲6.0%17,5980.6%Retail/WholesalePFEPfizer$5,128,610$1,254,790 ▲32.4%177,2140.6%MedicalLECOLincoln Electric$4,786,675$521,355 ▼-9.8%24,9270.5%Industrial ProductsNUENucor$4,755,555$516,134 ▼-9.8%31,6310.5%Basic MaterialsSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,452,698$345,694 ▲8.4%97,8400.5%ETFMDLZMondelez International$4,282,216$96,213 ▲2.3%58,1270.5%Consumer StaplesWYWeyerhaeuser$4,152,963$612,329 ▼-12.8%122,6500.5%ConstructionXLPConsumer Staples Select Sector SPDR Fund$3,976,862$179,197 ▼-4.3%47,9140.4%ETFGSThe Goldman Sachs Group$3,953,948$3,617,768 ▲1,076.1%7,9860.4%FinanceSLBSchlumberger$3,890,107$291,849 ▼-7.0%92,7310.4%Oils/EnergyBACBank of America$3,878,187$2,532,432 ▼-39.5%97,7360.4%FinanceGNRCGenerac$3,742,418$3,742,418 ▲New Holding23,5550.4%Industrial ProductsPGProcter & Gamble$3,615,621$164,197 ▼-4.3%20,8750.4%Consumer StaplesCVXChevron$3,563,490$405,009 ▼-10.2%24,1960.4%Oils/EnergyOWLBlue Owl Capital$3,307,443$3,307,443 ▲New Holding170,8390.4%FinanceWMTWalmart$3,271,146$2,041,711 ▲166.1%40,5090.4%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$3,244,386$212,388 ▼-6.1%36,9520.4%ETFSCHWCharles Schwab$3,237,713$3,237,713 ▲New Holding49,9570.4%FinanceORCLOracle$3,150,781$1,356,250 ▼-30.1%18,4900.3%Computer and TechnologyIBMInternational Business Machines$3,142,652$194,564 ▼-5.8%14,2140.3%Computer and TechnologyRMDResMed$2,685,3200.0%11,0000.3%MedicalADPAutomatic Data Processing$2,623,400$560,932 ▼-17.6%9,4800.3%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$2,608,473$1,257,809 ▼-32.5%4,5790.3%ETFWBSWebster Financial$2,540,152$905,446 ▼-26.3%54,4980.3%FinanceILMNIllumina$2,261,831$580,324 ▲34.5%17,3440.3%MedicalJNJJohnson & Johnson$2,244,207$333,195 ▼-12.9%13,8480.2%MedicalCOPConocoPhillips$1,977,369$183,292 ▼-8.5%18,7820.2%Oils/EnergyBXBlackstone$1,902,793$110,713 ▼-5.5%12,4260.2%FinanceDUKDuke Energy$1,864,744$730,815 ▼-28.2%16,1720.2%UtilitiesSOSouthern$1,828,850$123,907 ▼-6.3%20,2800.2%UtilitiesCOSTCostco Wholesale$1,822,685$263,296 ▼-12.6%2,0560.2%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$1,813,996$290,808 ▼-13.8%22,4560.2%ETFMRKMerck & Co., Inc.$1,796,362$295,835 ▼-14.1%15,8180.2%MedicalVZVerizon Communications$1,675,359$797,619 ▼-32.3%37,3040.2%Computer and TechnologyAMTAmerican Tower$1,543,733$550,469 ▼-26.3%6,6380.2%FinanceQQQInvesco QQQ$1,456,889$517,842 ▼-26.2%2,9850.2%FinanceRTXRTX$1,255,460$126,855 ▼-9.2%10,3620.1%AerospaceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,242,039$13,425,986 ▼-91.5%23,5860.1%ManufacturingABTAbbott Laboratories$1,207,822$25,652 ▼-2.1%10,5940.1%MedicalSUBiShares Short-Term National Muni Bond ETF$1,197,611$431,450 ▲56.3%11,2780.1%ETFNOCNorthrop Grumman$1,194,494$10,561 ▲0.9%2,2620.1%AerospaceGOOGLAlphabet$1,188,315$9,951 ▲0.8%7,1650.1%Computer and TechnologyCSWICSW Industrials$1,176,8450.0%3,2120.1%Basic MaterialsEMREmerson Electric$1,171,083$278,251 ▼-19.2%10,7070.1%Industrial ProductsXLBMaterials Select Sector SPDR Fund$1,126,779$303,597 ▲36.9%11,6910.1%ETFLMTLockheed Martin$1,119,951$86,555 ▼-7.2%1,9150.1%AerospaceNUVNuveen Municipal Value Fund$1,024,800$81,858 ▼-7.4%113,6120.1%FinanceCATCaterpillar$1,020,432$215,898 ▼-17.5%2,6090.1%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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