Hudson Valley Investment Advisors Inc /adv Holdings & Portfolio - 13F Filings Analysis - Stocknear

Hudson Valley Investment Advisors Inc /adv

CIK Number: 0000943442

913.44M
Market Value
167
# of Holdings
26 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 21, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
188.89
+0.88% 280.39K -3.01% 44.3M 105.96 4.85% Share
2 MSFT Microsoft Corpo...
515.74
-0.76% 85.88K -2.51% 42.72M 86.26 4.68% Share
3 SPIB SPDR Portfolio ...
33.88
+0.04% 1.23M -1.79% 41.36M 32.7 4.53% Share
4 LLY Eli Lilly and C...
820.20
-0.63% 48.03K -0.3% 37.44M 120.16 4.10% Share
5 ISRG Intuitive Surgi...
443.01
+1.13% 67.22K -1.82% 36.53M 55.24 4.00% Share
6 SPSB SPDR Portfolio ...
30.21
-0.02% 1.09M -1.39% 32.76M 30.12 3.59% Share
7 OBT Orange County B...
24.63
-1.87% 1.16M -1.47% 30.02M 17.95 3.29% Share
8 AAPL Apple Inc.
257.13
+0.66% 128.95K +2.00% 26.46M 57.13 2.90% Share
9 XLK Technology Sele...
286.24
+0.57% 92.22K -1.09% 23.35M 156.34 2.56% Share
10 AMZN Amazon.com, Inc...
222.41
+0.81% 99.62K -2.03% 21.86M 120.87 2.39% Share
11 GOOG Alphabet Inc.
246.43
+0.36% 120.11K +6.33% 21.31M 79.03 2.33% Share
12 JPM JPMorgan Chase ...
307.56
-1.01% 63.51K -8.71% 18.41M 81.24 2.02% Share
13 KLAC KLA Corporation
1139.26
+0.92% 18.51K -10.3% 16.58M 541.53 1.81% Share
14 AVGO Broadcom Inc.
338.18
+1.44% 58.12K -2.12% 16.02M 48.47 1.75% Share
15 META Meta Platforms,...
727.05
+1.35% 21.39K +3.84% 15.79M 377.58 1.73% Share
16 AXP American Expres...
330.53
+0.60% 45.65K -0.23% 14.56M 179.32 1.59% Share
17 V Visa Inc.
346.01
-0.52% 35.35K -4.05% 12.55M 218.32 1.37% Share
18 SPY SPDR S&P 500 ET...
669.16
+0.11% 19.91K -6.28% 12.3M 416.66 1.35% Share
19 XOM Exxon Mobil Cor...
111.30
-0.62% 95.58K -8.63% 10.3M 86.14 1.13% Share
20 MMC Marsh & McLenna...
199.60
-0.84% 46.98K -2.86% 10.27M 119.18 1.12% Share
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