396 is the total number of securities HUDSON VALLEY INVESTMENT ADVISORS INC /ADV has owned. The longest HUDSON VALLEY INVESTMENT ADVISORS INC /ADV has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
OCBI | ORANGE COUNTY BANCORP ... | 42 | 42 | 1.30% | 4.53% | 7.52% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP | 42 | 42 | 1.93% | 3.66% | 6.20% | Q2 2013 | Q3 2023 | 42 |
HD | THE HOME DEPOT INC | 42 | 42 | 1.69% | 2.82% | 3.57% | Q2 2013 | Q3 2023 | 42 |
TMO | THERMO FISHER SCIENTIF... | 42 | 42 | 1.44% | 2.24% | 3.21% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE, INC. | 42 | 42 | 0.35% | 2.24% | 4.25% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.39% | 2.08% | 4.18% | Q2 2013 | Q3 2023 | 42 |
JPM | JP MORGAN CHASE & CO | 42 | 42 | 1.33% | 2.03% | 2.68% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORPORATION | 42 | 42 | 0.43% | 1.87% | 4.03% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INCORPORATED | 42 | 42 | 1.11% | 1.73% | 2.25% | Q2 2013 | Q3 2023 | 42 |
LLY | ELI LILLY & COMPANY | 42 | 42 | 0.15% | 1.61% | 3.92% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INCORPORATED | 42 | 42 | 0.62% | 1.46% | 2.13% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS | 42 | 42 | 0.29% | 1.44% | 2.24% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRONTEXACO CORP | 42 | 42 | 0.41% | 1.31% | 3.14% | Q2 2013 | Q3 2023 | 42 |
CSCO | CISCO SYSTEMS INC | 42 | 42 | 0.64% | 1.23% | 1.81% | Q2 2013 | Q3 2023 | 42 |
BAC | BANKAMERICA CORP | 42 | 42 | 0.73% | 1.20% | 1.54% | Q2 2013 | Q3 2023 | 42 |
BA | BOEING CO | 42 | 42 | 0.14% | 1.13% | 2.30% | Q2 2013 | Q3 2023 | 42 |
ORCL | ORACLE CORPORATION | 42 | 42 | 0.31% | 1.04% | 2.54% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO | 42 | 42 | 0.36% | 1.03% | 2.36% | Q2 2013 | Q3 2023 | 42 |
CVS | CVS HEALTH CORP | 42 | 42 | 0.16% | 1.00% | 2.61% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC | 42 | 42 | 0.30% | 0.90% | 1.57% | Q2 2013 | Q3 2023 | 42 |
ADP | AUTO DATA PROCESSING | 42 | 42 | 0.38% | 0.88% | 1.26% | Q2 2013 | Q3 2023 | 42 |
DIS | DISNEY WALT HOLDING CO | 42 | 42 | 0.15% | 0.85% | 1.54% | Q2 2013 | Q3 2023 | 42 |
WMT | WAL-MART STORES INC | 42 | 42 | 0.36% | 0.85% | 2.01% | Q2 2013 | Q3 2023 | 42 |
COP | CONOCOPHILLIPS | 42 | 42 | 0.29% | 0.79% | 2.00% | Q2 2013 | Q3 2023 | 42 |
T | AT & T INC | 42 | 42 | 0.12% | 0.73% | 1.70% | Q2 2013 | Q3 2023 | 42 |
EMR | EMERSON ELECTRIC CO | 42 | 42 | 0.19% | 0.65% | 2.14% | Q2 2013 | Q3 2023 | 42 |
BK | THE BANK OF NY MELLON ... | 42 | 42 | 0.09% | 0.64% | 1.16% | Q2 2013 | Q3 2023 | 42 |
GS | GOLDMAN SACHS GROUP INC | 42 | 42 | 0.11% | 0.62% | 1.19% | Q2 2013 | Q3 2023 | 42 |
BMY | BRISTOL-MYERS SQUIBB CO | 42 | 42 | 0.14% | 0.60% | 1.38% | Q2 2013 | Q3 2023 | 42 |
IBM | INTL BUSINESS MACHINES | 42 | 42 | 0.22% | 0.58% | 1.72% | Q2 2013 | Q3 2023 | 42 |
DUK | DUKE ENERGY CORPORATION | 42 | 42 | 0.17% | 0.56% | 1.05% | Q2 2013 | Q3 2023 | 42 |
SYY | SYSCO CORPORATION | 42 | 42 | 0.12% | 0.48% | 0.94% | Q2 2013 | Q3 2023 | 42 |
HON | HONEYWELL INTERNATIONAL | 42 | 42 | 0.09% | 0.48% | 1.08% | Q2 2013 | Q3 2023 | 42 |
GLW | CORNING INC | 42 | 42 | 0.05% | 0.46% | 0.84% | Q2 2013 | Q3 2023 | 42 |
PNC | PNC FINANCIAL SERVICES | 42 | 42 | 0.04% | 0.43% | 0.77% | Q2 2013 | Q3 2023 | 42 |
PSX | PHILLIPS 66 | 42 | 42 | 0.09% | 0.36% | 0.84% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORPORATION | 42 | 42 | 0.18% | 0.32% | 0.74% | Q2 2013 | Q3 2023 | 42 |
AMGN | AMGEN INC COM | 42 | 42 | 0.06% | 0.30% | 0.68% | Q2 2013 | Q3 2023 | 42 |
ABT | ABBOTT LABORATORIES | 42 | 42 | 0.16% | 0.30% | 0.42% | Q2 2013 | Q3 2023 | 42 |
NOC | NORTHROP GRUMMAN CORP | 42 | 42 | 0.14% | 0.29% | 0.46% | Q2 2013 | Q3 2023 | 42 |
CAT | CATERPILLAR INC | 42 | 42 | 0.10% | 0.19% | 0.49% | Q2 2013 | Q3 2023 | 42 |
QCOM | QUALCOMM INC | 42 | 42 | 0.04% | 0.19% | 0.71% | Q2 2013 | Q3 2023 | 42 |
CMC | COMMERCIAL METALS CO | 42 | 42 | 0.06% | 0.18% | 0.52% | Q2 2013 | Q3 2023 | 42 |
ITW | ILLINOIS TOOL WORKS INC | 42 | 42 | 0.07% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 42 |
NSC | NORFOLK SOUTHERN CORP | 42 | 42 | 0.05% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
LOW | LOWES COMPANIES INC | 42 | 42 | 0.04% | 0.14% | 0.29% | Q2 2013 | Q3 2023 | 42 |
MTB | M & T BANK CORP | 42 | 42 | 0.05% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BP | BP PLC ADR | 42 | 42 | 0.04% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
BCPC | BALCHEM CORP | 42 | 42 | 0.06% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NKE | NIKE INC CLASS B | 41 | 41 | 0.10% | 0.63% | 1.28% | Q3 2013 | Q3 2023 | 41 |
CMCSA | COMCAST CORP NEW CL A | 41 | 41 | 0.07% | 0.47% | 1.25% | Q3 2013 | Q3 2023 | 41 |
MDLZ | MONDELIZ INTL INC | 34 | 7 | 0.19% | 0.41% | 0.81% | Q2 2013 | Q3 2023 | 41 |
CAH | CARDINAL HEALTH INC | 41 | 41 | 0.05% | 0.33% | 1.03% | Q2 2013 | Q2 2023 | 41 |
KO | COCA COLA COMPANY | 21 | 20 | 0.05% | 0.22% | 0.91% | Q2 2013 | Q3 2023 | 41 |
MET | METLIFE INC | 41 | 41 | 0.03% | 0.22% | 0.64% | Q2 2013 | Q2 2023 | 41 |
IFF | INTL FLAVOR & FRAGRANC... | 41 | 41 | 0.03% | 0.20% | 0.51% | Q2 2013 | Q2 2023 | 41 |
PPL | PPL CORPORATION | 41 | 41 | 0.04% | 0.17% | 0.30% | Q2 2013 | Q2 2023 | 41 |
JFBC | JEFFERSONVILLE BANCORP | 41 | 41 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q2 2023 | 41 |
INTC | INTEL CORP | 35 | 5 | 0.18% | 1.38% | 2.73% | Q2 2013 | Q3 2023 | 40 |
PFF | ISHARES TR S&P US PFD ... | 35 | 5 | 0.08% | 1.11% | 3.66% | Q2 2013 | Q3 2023 | 40 |
ASPR | ADSOUTH PARTNERS INC (NV) | 24 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 40 |
HAL | HALLIBURTON COMPANY | 33 | 1 | 0.03% | 0.61% | 2.54% | Q2 2013 | Q3 2023 | 39 |
LMT | LOCKHEED MARTIN CORP | 39 | 39 | 0.09% | 0.29% | 0.65% | Q1 2014 | Q3 2023 | 39 |
CTXS | CITRIX SYSTEMS INC | 38 | 38 | 0.09% | 0.49% | 1.32% | Q2 2013 | Q3 2022 | 38 |
FB | META PLATFORMS INC | 37 | 37 | 0.07% | 1.16% | 2.28% | Q3 2014 | Q3 2023 | 37 |
3M COMPANY | 37 | 37 | 0.05% | 0.58% | 1.14% | Q2 2013 | Q2 2022 | 37 | |
RTN | RAYTHEON COMPANY NEW | 37 | 37 | 0.15% | 0.42% | 0.81% | Q2 2013 | Q2 2022 | 37 |
ABBVIE INC COM | 37 | 37 | 0.20% | 0.36% | 0.55% | Q2 2013 | Q2 2022 | 37 | |
TD | TORONTO DOMINION BK | 37 | 37 | 0.03% | 0.26% | 0.50% | Q2 2013 | Q2 2022 | 37 |
BERK | BERKSHIRE BANCP INC DEL | 23 | 14 | 0.02% | 0.23% | 0.52% | Q2 2013 | Q3 2022 | 37 |
FPL | NEXTRA ENERGY INC. | 37 | 37 | 0.17% | 0.23% | 0.34% | Q2 2013 | Q2 2022 | 37 |
VLO | VALERO ENERGY CORP | 37 | 37 | 0.04% | 0.18% | 0.47% | Q3 2014 | Q3 2023 | 37 |
KMB | KIMBERLY-CLARK CORP | 20 | 1 | 0.03% | 0.09% | 0.17% | Q3 2013 | Q2 2023 | 37 |
ISRG | INTUITIVE SURGICAL NEW | 35 | 1 | 2.26% | 4.34% | 6.46% | Q2 2013 | Q3 2023 | 36 |
RMD | ROYAL CARIBBEAN CRUISE... | 35 | 1 | 0.19% | 0.93% | 1.81% | Q2 2013 | Q3 2023 | 36 |
AMT | AMERN TOWER CORP CLASS A | 36 | 36 | 0.10% | 0.69% | 1.50% | Q4 2014 | Q3 2023 | 36 |
MDT | MEDTRONIC PLC | 35 | 35 | 1.23% | 3.23% | 5.54% | Q1 2015 | Q3 2023 | 35 |
RDSA | ROYAL DUTCH SHELL SPON... | 35 | 35 | 0.04% | 0.28% | 0.95% | Q2 2013 | Q4 2021 | 35 |
MO | ALTRIA GROUP INC | 32 | 3 | 0.03% | 0.24% | 0.54% | Q2 2013 | Q2 2023 | 35 |
SCHW | THE CHARLES SCHWAB CORP | 27 | 8 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q4 2022 | 35 |
UNH | UNITED HEALTHCARE CORP | 34 | 34 | 0.07% | 1.24% | 1.86% | Q2 2015 | Q3 2023 | 34 |
CSX | C S X CORP | 34 | 34 | 0.09% | 0.66% | 1.08% | Q2 2015 | Q3 2023 | 34 |
SBUX | STARBUCKS CORP | 34 | 34 | 0.28% | 0.60% | 0.89% | Q2 2015 | Q3 2023 | 34 |
DG | DOLLAR GENERAL CORPORA... | 34 | 34 | 0.08% | 0.57% | 1.00% | Q2 2015 | Q3 2023 | 34 |
STL | STERLING BANCORP DEL COM | 33 | 33 | 0.69% | 2.20% | 4.20% | Q4 2013 | Q4 2021 | 33 |
ADBE | ADOBE SYSTEMS INC | 33 | 33 | 0.08% | 1.64% | 3.16% | Q3 2015 | Q3 2023 | 33 |
GOOG | ALPHABET INC CLASS C | 33 | 33 | 0.07% | 1.55% | 2.80% | Q3 2015 | Q3 2023 | 33 |
MMC | MARSH & MCLENNAN CO INC | 33 | 33 | 0.16% | 0.86% | 1.30% | Q3 2015 | Q3 2023 | 33 |
EL | ESTEE LAUDER COMPANIES... | 33 | 33 | 0.11% | 0.62% | 1.09% | Q3 2015 | Q3 2023 | 33 |
MS | MORGAN STANLEY | 33 | 33 | 0.11% | 0.48% | 0.88% | Q3 2015 | Q3 2023 | 33 |
LECO | LINCOLN ELEC HLDGS INC | 33 | 33 | 0.08% | 0.33% | 0.61% | Q3 2015 | Q3 2023 | 33 |
OSK | OSHKOSH CORP | 33 | 33 | 0.07% | 0.22% | 0.38% | Q3 2015 | Q3 2023 | 33 |
LEN | LENNAR CORP | 33 | 33 | 0.08% | 0.17% | 0.40% | Q3 2015 | Q3 2023 | 33 |
USB | US BANCORP DEL NEW | 17 | 16 | 0.04% | 0.15% | 0.25% | Q2 2013 | Q3 2021 | 33 |
WMB | WILLIAMS COMPANIES | 33 | 33 | 0.05% | 0.11% | 0.20% | Q2 2015 | Q2 2023 | 33 |
IYW | ISHARES US TECHNOLOGY ETF | 19 | 1 | 0.05% | 0.08% | 0.10% | Q1 2015 | Q3 2023 | 33 |
KHC | THE KRAFT HEINZ CO | 32 | 32 | 0.04% | 0.48% | 1.33% | Q3 2015 | Q2 2023 | 32 |
KMX | CARMAX INC | 32 | 32 | 0.04% | 0.16% | 0.22% | Q2 2015 | Q1 2023 | 32 |
SO | THE SOUTHERN COMPANY | 27 | 5 | 0.05% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 32 |
SHW | SHERWIN WILLIAMS CO | 31 | 31 | 0.07% | 0.64% | 1.22% | Q1 2016 | Q3 2023 | 31 |
TROW | T. ROWE PRICE GROUP INC | 20 | 11 | 0.03% | 0.16% | 0.56% | Q2 2015 | Q2 2023 | 31 |
WFC | WELLS FARGO & CO NEW | 29 | 1 | 0.04% | 0.94% | 1.57% | Q2 2013 | Q2 2021 | 30 |
GE | GENERAL ELECTRIC COMPA... | 24 | 5 | 0.06% | 1.57% | 3.14% | Q2 2013 | Q4 2021 | 29 |
FDX | FEDEX CORPORATION | 29 | 29 | 0.19% | 0.53% | 0.88% | Q2 2015 | Q2 2022 | 29 |
ATRI | ATRION CORP COM | 8 | 1 | 0.03% | 0.13% | 0.37% | Q1 2015 | Q3 2023 | 29 |
PKI | PERKINELMER INC | 28 | 28 | 0.09% | 0.38% | 0.71% | Q2 2016 | Q1 2023 | 28 |
UTX | UNITED TECHNOLOGIES CO... | 28 | 28 | 0.14% | 0.29% | 0.89% | Q2 2013 | Q1 2020 | 28 |
AES | AES CORP | 28 | 28 | 0.04% | 0.27% | 0.46% | Q4 2016 | Q3 2023 | 28 |
AZO | AUTOZONE INC | 20 | 8 | 0.08% | 0.26% | 0.60% | Q3 2016 | Q3 2023 | 28 |
CL | COLGATE-PALMOVLIVE CO | 21 | 1 | 0.03% | 0.12% | 0.24% | Q2 2013 | Q4 2022 | 28 |
ED | CONSOLIDATED ENDISON I... | 9 | 1 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 28 |
NEA | NUVEEN AMT FREE MUN IN... | 28 | 28 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
BRWC | BOREAL WATER COLLECTIO... | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
DHR | DANAHER CORP | 27 | 27 | 0.05% | 0.99% | 1.76% | Q1 2017 | Q3 2023 | 27 |
ENB | ENBRIDGE INC | 27 | 27 | 0.14% | 0.44% | 0.76% | Q1 2017 | Q3 2023 | 27 |
TWO | TWO HBRS INVT CORP COM | 20 | 7 | 0.01% | 0.05% | 0.10% | Q3 2013 | Q2 2020 | 27 |
ATHX | ATHERSYS INC | 24 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2022 | 27 |
WMNS | WESTMONT RESOURCES INC... | 16 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 27 |
AVGO | BROADCOM LTD | 26 | 26 | 0.34% | 1.10% | 1.53% | Q1 2016 | Q2 2022 | 26 |
DRI | DAVITA INC | 21 | 5 | 0.06% | 0.12% | 0.44% | Q2 2013 | Q4 2019 | 26 |
CB | CHUBB CORPORATION | 25 | 25 | 0.34% | 0.94% | 1.44% | Q2 2013 | Q2 2019 | 25 |
MAS | MASCO CORP | 18 | 7 | 0.04% | 0.30% | 0.71% | Q3 2015 | Q4 2021 | 25 |
SUN | SUNOCO LP COM | 13 | 12 | 0.05% | 0.07% | 0.08% | Q2 2017 | Q3 2023 | 25 |
NRZ | RITHM CAPITAL | 12 | 12 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 24 |
WDDD | WOLDS INC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2020 | 24 |
ALB | ALBEMARLE CORP | 13 | 2 | 0.04% | 0.07% | 0.10% | Q1 2014 | Q3 2023 | 23 |
NMZ | NUVEEN MUN HIGH INCOME... | 23 | 23 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
ESRX | EXPRESS SCRIPTS A | 22 | 22 | 0.35% | 0.97% | 1.48% | Q2 2013 | Q3 2018 | 22 |
GOOGL | ALPHABET INC CLASS A | 16 | 6 | 0.07% | 0.12% | 0.45% | Q1 2018 | Q3 2023 | 22 |
AMZN | AMAZON COM INC | 20 | 1 | 0.06% | 1.44% | 2.29% | Q2 2018 | Q3 2023 | 21 |
V | VISA INC | 21 | 21 | 0.22% | 1.07% | 1.72% | Q3 2018 | Q3 2023 | 21 |
AMLP | ALPS ALERIAN MLP ETF | 21 | 21 | 0.01% | 0.12% | 1.55% | Q1 2015 | Q1 2020 | 21 |
AIMG | AIMGLOBAL TECHNOLOGIES... | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 21 |
CRM | SALESFORCE COM | 20 | 20 | 0.45% | 1.07% | 1.75% | Q4 2018 | Q3 2023 | 20 |
ILMN | ILLUMINA INC | 20 | 20 | 0.24% | 0.88% | 1.36% | Q4 2018 | Q3 2023 | 20 |
TIME WARNER INC | 20 | 20 | 0.25% | 0.59% | 0.99% | Q2 2013 | Q1 2018 | 20 | |
AGN | ALLERGAN PLC | 20 | 20 | 0.05% | 0.52% | 1.31% | Q2 2015 | Q1 2020 | 20 |
PLD | PROLOGICS INC. | 20 | 20 | 0.07% | 0.49% | 0.78% | Q4 2018 | Q3 2023 | 20 |
COST | COSTCO WHSL CORP NEW | 20 | 20 | 0.06% | 0.33% | 0.57% | Q4 2018 | Q3 2023 | 20 |
COG | COTERRA ENERGY INC | 20 | 20 | 0.10% | 0.20% | 0.33% | Q4 2018 | Q3 2023 | 20 |
LYB | LYONDELLBASELL INDUSTR... | 16 | 4 | 0.04% | 0.16% | 0.40% | Q1 2016 | Q1 2021 | 20 |
CI | CIGNA CORP | 20 | 20 | 0.03% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 20 |
CSWI | CSW INDUSTRIALS INC | 18 | 2 | 0.05% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 20 |
NZF | NUVEEN MUNICIPAL CR IN... | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
EPD | ENTERPRISE PRD PRTNRS LP | 15 | 4 | 0.05% | 0.07% | 0.12% | Q4 2014 | Q4 2019 | 19 |
LSI | LIFE STORAGE INC | 18 | 1 | 0.05% | 0.05% | 0.08% | Q2 2018 | Q2 2023 | 19 |
NVG | NUVEEN MUNICIPAL CREDI... | 19 | 19 | 0.02% | 0.04% | 0.22% | Q1 2019 | Q3 2023 | 19 |
ECC | EAGLE POINT CREDIT CO LLC | 12 | 7 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
SPY | SPDR S&P 500 ETF TR | 18 | 18 | 0.04% | 1.48% | 2.20% | Q2 2019 | Q3 2023 | 18 |
STI | SUNTRUST BANKS INC | 18 | 18 | 0.16% | 0.74% | 1.08% | Q2 2015 | Q3 2019 | 18 |
MDY | SPDR S&P MIDCAP 400 ET... | 18 | 18 | 0.35% | 0.53% | 0.73% | Q2 2019 | Q3 2023 | 18 |
CELG | CELGENE CORP | 18 | 18 | 0.16% | 0.44% | 0.89% | Q2 2015 | Q3 2019 | 18 |
NUV | NUVEEN MUNICIPAL VALUE... | 18 | 18 | 0.16% | 0.25% | 0.32% | Q2 2019 | Q3 2023 | 18 |
IJR | ISHARES TR CORE S&P SM... | 18 | 18 | 0.08% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 18 |
EQT | EQT CORPORATION | 8 | 1 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q2 2018 | 18 |
IGM | ISHARES TR EXPANDED TE... | 7 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 18 |
DOW | DOW CHEMICAL COMPANY | 17 | 17 | 0.65% | 0.84% | 1.00% | Q2 2013 | Q2 2017 | 17 |
HRS | HARRIS CORP DEL | 17 | 17 | 0.15% | 0.62% | 1.08% | Q2 2015 | Q2 2019 | 17 |
XLV | SPDR SECTOR HEALTH CAR... | 14 | 1 | 0.04% | 0.49% | 1.18% | Q3 2015 | Q3 2023 | 17 |
DD | DU PONT E I DO NEMOUR | 17 | 17 | 0.22% | 0.30% | 0.42% | Q2 2013 | Q2 2017 | 17 |
SJM | SMUCKER J M CO | 10 | 2 | 0.10% | 0.27% | 0.53% | Q3 2015 | Q3 2023 | 17 |
CB | CHUBB LTD | 17 | 17 | 0.08% | 0.15% | 0.37% | Q3 2019 | Q3 2023 | 17 |
EFA | ISHARES TR MSCI EAFE ETF | 17 | 17 | 0.04% | 0.13% | 0.24% | Q2 2019 | Q2 2023 | 17 |
MXIM | MAXIM INTEGRATED PRODS | 14 | 3 | 0.05% | 0.07% | 0.09% | Q1 2015 | Q2 2019 | 17 |
NVDA | NVIDIA CORP | 15 | 1 | 0.08% | 1.79% | 3.18% | Q4 2017 | Q3 2023 | 16 |
RHT | RED HAT INC | 16 | 16 | 0.23% | 0.67% | 1.18% | Q3 2015 | Q2 2019 | 16 |
TAP | MOLSON COORS BREWING CO | 15 | 1 | 0.05% | 0.13% | 0.20% | Q3 2015 | Q4 2021 | 16 |
CAG | CONAGRA FOODS INC | 16 | 16 | 0.06% | 0.11% | 0.23% | Q2 2013 | Q1 2017 | 16 |
LHX | L3HARRIS TECHNOLOGIES INC | 16 | 16 | 0.05% | 0.11% | 0.21% | Q3 2019 | Q2 2023 | 16 |
EGN | ENERGEN CORPORATION | 6 | 1 | 0.06% | 0.09% | 0.16% | Q3 2013 | Q3 2018 | 16 |
CBI | CHIMERA ENERGY CORP COM | 16 | 16 | 0.00% | 0.01% | 0.15% | Q1 2014 | Q4 2017 | 16 |
AXP | AMERICAN EXPRESS CORP | 11 | 4 | 0.08% | 0.38% | 0.82% | Q3 2014 | Q3 2023 | 15 |
CMG | CHIPOTLE MEXICAN GRILL... | 15 | 15 | 0.14% | 0.36% | 0.67% | Q1 2020 | Q3 2023 | 15 |
SE | SPECTRA ENERGY CORP | 15 | 15 | 0.17% | 0.33% | 0.72% | Q2 2013 | Q4 2016 | 15 |
TFC | TRUIST FINANCIAL CORP | 15 | 15 | 0.03% | 0.23% | 1.01% | Q4 2019 | Q2 2023 | 15 |
NYF | ISHARES TR N Y MUNI BD... | 7 | 3 | 0.11% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 15 |
WBA | WALGREEN BOOTS ALLIANC... | 15 | 15 | 0.03% | 0.06% | 0.08% | Q3 2019 | Q1 2023 | 15 |
DOW | DOW INC COM | 12 | 3 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q2 2023 | 15 |
SPIB | SPDR SER TR BLOOMBERG ... | 14 | 14 | 0.12% | 1.10% | 3.25% | Q2 2020 | Q3 2023 | 14 |
SPSB | SPDR PORTFOLIO SHORT T... | 14 | 14 | 0.38% | 0.91% | 1.76% | Q2 2020 | Q3 2023 | 14 |
CIEN | CIENA CORP | 14 | 14 | 0.16% | 0.45% | 0.74% | Q2 2020 | Q3 2023 | 14 |
GILD | GILEAD SCIENCES INC | 14 | 14 | 0.06% | 0.23% | 0.50% | Q2 2015 | Q3 2018 | 14 |
SLB | SCHLUMBERGER LTD F | 7 | 7 | 0.09% | 0.22% | 0.58% | Q2 2013 | Q3 2023 | 14 |
SPG | SIMON PROPERTY GROUP INC | 9 | 5 | 0.04% | 0.15% | 0.25% | Q4 2018 | Q3 2023 | 14 |
MEN | BLACKROCK MUNIENHANCED... | 10 | 4 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2021 | 14 |
NLY | ANNALY MTG MANAGEMENT | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2022 | 14 |
XLNX | XILINX INC | 13 | 13 | 0.59% | 0.77% | 1.08% | Q4 2018 | Q4 2021 | 13 |
EMC | E M C CORP MASS | 13 | 13 | 0.22% | 0.53% | 0.73% | Q2 2013 | Q2 2016 | 13 |
QQQ | INVESCO QQQ TR UNIT SER 1 | 5 | 3 | 0.17% | 0.28% | 0.74% | Q2 2019 | Q3 2023 | 13 |
NVS | NOVARTIS A G SPON ADR | 13 | 13 | 0.10% | 0.21% | 0.29% | Q2 2013 | Q2 2016 | 13 |
TEVA | TEVA PHARM INDS LTD AD... | 13 | 13 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q2 2016 | 13 |
PM | PHILIP MORRIS INTL INC | 7 | 3 | 0.05% | 0.11% | 0.39% | Q2 2013 | Q2 2018 | 13 |
OXY | OCCIDENTAL PETROLEIM CORP | 7 | 1 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 13 |
EEM | ISHARES TR MSCI EMERGI... | 13 | 13 | 0.03% | 0.06% | 0.07% | Q2 2019 | Q2 2022 | 13 |
BLL | BALL CORP | 6 | 1 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q2 2023 | 13 |
AINV | MIDCAP FINANCIAL INVES... | 8 | 5 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 13 |
RNN | REXAHN PHARMACEUTICALS... | 12 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2018 | 13 |
MDU | M D U RESOURCES GROUP ... | 12 | 12 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q1 2016 | 12 |
SPYG | SPDR PORTFILIO S&P 500... | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SPYV | SPDR PORTFILIO S&P 500... | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
GSK | GLAXOSMITHKLINE PLC ADR | 8 | 2 | 0.04% | 0.06% | 0.07% | Q2 2017 | Q3 2020 | 12 |
BXMT | BLACKSTONE MTG TR INC | 10 | 2 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q1 2022 | 12 |
DSCVF | DISCOVERY CORP ENTERPR... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
PCP | PRECISION CASTPARTS CO... | 11 | 11 | 0.29% | 0.66% | 0.91% | Q2 2013 | Q4 2015 | 11 |
SPSM | SPDR PORTFOLIO S&P 600... | 11 | 11 | 0.10% | 0.18% | 0.49% | Q1 2021 | Q3 2023 | 11 |
EBAY | EBAY INC COM | 11 | 11 | 0.05% | 0.16% | 0.27% | Q2 2016 | Q4 2018 | 11 |
ALCO | ALICO INC | 11 | 11 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q4 2015 | 11 |
DD | DUPONT DE NEMOURS INC | 5 | 3 | 0.06% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 11 |
NYCB | NEW YORK COMNTY BANCORP | 7 | 4 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 11 |
SPMD | SPDR PORTFOLIO S&P 400... | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
IRM | IRON MOUNTAIN INC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
TYC | TYCO INTL LTD NEW | 10 | 10 | 0.07% | 0.27% | 0.35% | Q2 2013 | Q3 2015 | 10 |
BLK | BLACKROCK INC | 10 | 10 | 0.15% | 0.21% | 0.24% | Q2 2013 | Q3 2015 | 10 |
LUV | SOUTHWEST AIRLINES CO | 10 | 10 | 0.05% | 0.14% | 0.21% | Q1 2021 | Q2 2023 | 10 |
INT | WORLD FUEL SERVICES CORP | 5 | 1 | 0.06% | 0.08% | 0.11% | Q3 2014 | Q2 2017 | 10 |
TSLA | TESLA MTRS INC | 5 | 5 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 10 |
KFT | KRAFT FOODS INC | 9 | 9 | 0.71% | 0.90% | 1.21% | Q2 2013 | Q2 2015 | 9 |
XLF | SPDR SECTOR FINANCIAL ETF | 7 | 2 | 0.08% | 0.67% | 0.90% | Q3 2015 | Q3 2023 | 9 |
XLY | SPDR SECTOR CONSUMER D... | 7 | 2 | 0.07% | 0.56% | 0.80% | Q3 2015 | Q3 2023 | 9 |
RSG | REPUBLIC SERVICES INC | 8 | 1 | 0.07% | 0.45% | 2.73% | Q2 2013 | Q3 2015 | 9 |
STJ | ST JUDE MEDICAL INC | 8 | 1 | 0.11% | 0.36% | 0.62% | Q2 2013 | Q4 2016 | 9 |
AZN | ASTRAZENECA PLC ADR | 9 | 9 | 0.06% | 0.14% | 0.19% | Q2 2013 | Q2 2015 | 9 |
4945SC | KINDER MORGAN ENERGY LP | 9 | 9 | 0.06% | 0.14% | 0.23% | Q2 2013 | Q2 2015 | 9 |
MON | MONSANTO CO NEW DEL | 9 | 9 | 0.08% | 0.12% | 0.14% | Q3 2013 | Q3 2015 | 9 |
MGA | MAGNA INTERNATIONAL INC | 9 | 9 | 0.05% | 0.08% | 0.14% | Q2 2021 | Q2 2023 | 9 |
SPEM | SPDR PORTFOLIO EMERGIN... | 9 | 9 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q1 2023 | 9 |
HSY | THE HERSHEY COMPANY | 8 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 9 |
BKCC | BLACKROCK CAPITAL INVE... | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 9 |
G6 MATERIALS CORPORATION | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 | |
ACT | ACTAVIS PLC | 8 | 8 | 1.30% | 1.63% | 2.21% | Q2 2013 | Q1 2015 | 8 |
TTE | TOTAL S A ADR | 5 | 3 | 0.14% | 0.24% | 0.32% | Q2 2013 | Q2 2015 | 8 |
RCL | ROYAL CARIBBIAN CRUISE... | 6 | 2 | 0.03% | 0.10% | 0.19% | Q2 2021 | Q2 2023 | 8 |
GENERAL ELECTRIC COMPANY | 6 | 2 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q2 2022 | 8 | |
SONO | SONOS INC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q1 2022 | 8 |
PCEF | INVESCO EX TR FD TR II... | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AGNC | AGNC INVESTMENT CORP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
TWO | TWO HARBORS INVESTMENT... | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
SALTBAE CAPITAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 | |
CECBF | Cellcube Energy Storag... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
SHY | ISHARES 1-3 YEAR TREAS... | 7 | 7 | 2.56% | 3.56% | 4.93% | Q1 2022 | Q3 2023 | 7 |
IGSB | ISHARES 1-5 YEAR INVES... | 7 | 7 | 2.35% | 2.89% | 3.33% | Q1 2022 | Q3 2023 | 7 |
IEI | ISHARES 3-7 YEAR TREAS... | 7 | 7 | 2.11% | 2.40% | 2.75% | Q1 2022 | Q3 2023 | 7 |
XLK | SPDR SECTOR TECHNOLOGY... | 7 | 7 | 1.58% | 1.83% | 2.23% | Q1 2022 | Q3 2023 | 7 |
FLOT | ISHARES FLOATING RATE ... | 7 | 7 | 0.74% | 0.99% | 1.07% | Q1 2022 | Q3 2023 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.44% | 0.96% | 1.24% | Q3 2017 | Q1 2019 | 7 |
AMD | ADVANCED MICRO DIVICES... | 7 | 7 | 0.67% | 0.86% | 1.17% | Q1 2022 | Q3 2023 | 7 |
XLI | SPDR SECTOR INDUSTRIAL... | 7 | 7 | 0.60% | 0.66% | 0.72% | Q1 2022 | Q3 2023 | 7 |
XLC | SPDR SECTOR COMMUNICAT... | 7 | 7 | 0.54% | 0.62% | 0.73% | Q1 2022 | Q3 2023 | 7 |
KLAC | K L A TENCOR CORP | 7 | 7 | 0.16% | 0.56% | 0.96% | Q1 2022 | Q3 2023 | 7 |
OCFC | OCEANFIRST FINL CORP | 7 | 7 | 0.41% | 0.53% | 0.62% | Q1 2020 | Q3 2021 | 7 |
WBS | WEBSTER FINL CORP | 7 | 7 | 0.31% | 0.49% | 0.77% | Q1 2022 | Q3 2023 | 7 |
URI | UNITED RENTALS INC | 7 | 7 | 0.18% | 0.47% | 0.85% | Q1 2022 | Q3 2023 | 7 |
XLP | SPDR SECTOR CONSUMER S... | 7 | 7 | 0.40% | 0.46% | 0.49% | Q1 2022 | Q3 2023 | 7 |
XLE | SPDR SECTOR ENERGY ETF | 7 | 7 | 0.41% | 0.46% | 0.51% | Q1 2022 | Q3 2023 | 7 |
MINT | PIMCO ETF ENHANCED SHO... | 7 | 7 | 0.30% | 0.44% | 0.54% | Q1 2022 | Q3 2023 | 7 |
WY | WEYERHAEUSER CO | 7 | 7 | 0.16% | 0.39% | 0.66% | Q1 2022 | Q3 2023 | 7 |
GTLS | CHART INDUSTRIES INC | 7 | 7 | 0.11% | 0.37% | 0.87% | Q1 2022 | Q3 2023 | 7 |
FLR | FLUOR CORPORATION | 7 | 7 | 0.15% | 0.36% | 0.62% | Q1 2022 | Q3 2023 | 7 |
DVN | DEVON ENERGY CORP | 7 | 7 | 0.09% | 0.24% | 0.37% | Q1 2022 | Q3 2023 | 7 |
XLU | SPDR SELECT SECTOR UTI... | 7 | 7 | 0.21% | 0.23% | 0.25% | Q1 2022 | Q3 2023 | 7 |
ALTV | ALTEVA COM | 7 | 7 | 0.08% | 0.18% | 0.38% | Q2 2013 | Q4 2014 | 7 |
ADT | ADT CORPORATION | 7 | 7 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q4 2014 | 7 |
BX | BLACKSTONE GROUP LP | 7 | 7 | 0.05% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 7 |
VEA | VANGUARD TAX-MANAGED I... | 6 | 1 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q4 2021 | 7 |
XEL | XCEL ENERGY INC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2023 | 7 |
JCI | JOHNSON CONTROLS INTER... | 4 | 3 | 0.04% | 0.07% | 0.14% | Q4 2016 | Q4 2021 | 7 |
ARIA | ARIAD PHARMACEUTICALS INC | 7 | 7 | 0.04% | 0.05% | 0.08% | Q2 2015 | Q4 2016 | 7 |
SHELL PLC ADR | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 | |
LUMN | LUMEN TECHNOLOGIES | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
COV | COVIDIEN LTD | 6 | 6 | 0.54% | 0.67% | 0.81% | Q2 2013 | Q3 2014 | 6 |
BBT | BB&T CORP | 6 | 6 | 0.36% | 0.46% | 0.67% | Q2 2018 | Q3 2019 | 6 |
NUE | NUCOR CORP | 6 | 6 | 0.24% | 0.43% | 0.70% | Q2 2022 | Q3 2023 | 6 |
JCI | JOHNSON CONTROLS INC | 6 | 6 | 0.08% | 0.30% | 0.36% | Q2 2015 | Q3 2016 | 6 |
SNY | SANOFI AVENTIS ADR | 6 | 6 | 0.12% | 0.15% | 0.17% | Q2 2013 | Q3 2014 | 6 |
PNR | PENTAIR INC | 6 | 6 | 0.08% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
NBR | NABORS INDS INC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
APC | ANADARKO PETROLEUM CORP | 3 | 1 | 0.08% | 0.10% | 0.12% | Q3 2013 | Q2 2015 | 6 |
M | MACYS INC | 6 | 6 | 0.06% | 0.10% | 0.14% | Q4 2015 | Q1 2017 | 6 |
AEP | AMERICAN ELECTICAL POW... | 6 | 6 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q4 2022 | 6 |
UTL | UNITIL CORP | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 6 |
CMS | CMS ENERGY CORP | 6 | 6 | 0.07% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 6 |
OGE | OGE ENERGY CORP | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 6 |
DTE | D T E ENERGY COMPANY | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 6 |
PEG | PUBLIC SERVICE ENTERPR... | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 6 |
LNT | ALLIANT ENERGY CORP | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 6 |
PNW | PINNACLE WEST CAPITAL | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2022 | 6 |
XLB | MATERIALS SELECT SECTO... | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
XLRE | REAL ESTATE SELECT SEC... | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
IVV | ISHARES TRUST S&P | 4 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
SPDW | SPDR PORTFOLIO DEVELOP... | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 6 |
IVW | ISHARES TR S&P 500 GRO... | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 6 |
AHT | ASHFORD HOSPITALITY TR... | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 6 |
PLG | PLATINUM GROUP METALS LTD | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
VNTA | VENTANA BIOTECH INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ABBV | ABBVIE INC COM | 5 | 5 | 0.79% | 0.93% | 1.05% | Q3 2022 | Q3 2023 | 5 |
AVGO | BROADCOM LTD | 5 | 5 | 0.64% | 0.78% | 0.92% | Q3 2022 | Q3 2023 | 5 |
SLY | SPDR S&P 600 SMALL CAP... | 5 | 5 | 0.37% | 0.43% | 0.48% | Q1 2022 | Q1 2023 | 5 |
RTX | RAYTHEON COMPANY NEW | 5 | 5 | 0.12% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
NEE | NEXTERA ENERGY INC. | 5 | 5 | 0.10% | 0.14% | 0.17% | Q3 2022 | Q3 2023 | 5 |
FLO | FLOWERS FOODS INC | 5 | 5 | 0.11% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
YUM | YUM! BRANDS, INC. | 3 | 2 | 0.07% | 0.09% | 0.13% | Q2 2014 | Q3 2015 | 5 |
O | REALTY INCOME CORP | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
MMM | 3M COMPANY | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
GENERAL ELECTRIC COMPANY | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 | |
MA | MASTERCARD INC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
UPS | UNTIED PARCEL SERVICE INC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q1 2015 | Q1 2022 | 5 |
ABR | Arbor Realty Trust Inc | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
GPC | GENUINE PARTS CO | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
DLR | DIGITAL REALTY TRUST, ... | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
HUBB | HUBBELL INC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
RC | READY CAPITAL CORPORATION | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
WORX | WORLDS ONLINE INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
NVEC | NVE CORP | 4 | 4 | 0.39% | 0.51% | 0.61% | Q1 2015 | Q4 2015 | 4 |
INVESCO QQQ TR UNIT SER 1 | 4 | 4 | 0.19% | 0.25% | 0.29% | Q3 2021 | Q2 2022 | 4 | |
VIOO | VANGUARD ADMIRAL FDS I... | 4 | 4 | 0.10% | 0.13% | 0.15% | Q1 2021 | Q4 2021 | 4 |
GOOGL | GOOGLE INC CLASS A | 4 | 4 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q1 2014 | 4 |
RIG | TRANSOCEAN SEDCO FOREX | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2013 | Q3 2014 | 4 |
SKX | SKECHERS USA INC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q1 2016 | Q4 2016 | 4 |
XEC | CIMAREX ENERGY CO | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2014 | Q4 2016 | 4 |
VWO | VANGUARD EMERGING MARK... | 4 | 4 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q4 2021 | 4 |
CHMR | CHIMERA ENERGY CORP COM | 3 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q2 2014 | 4 |
GREATER HUDSON BANK NA | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2017 | 4 | |
CHMI | CHERRY HILL MTG INVT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PIRS | PIERIS PHARMACEUTICALS... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TRANZBYTE CORP COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 | |
BKR | BAKER HUGHES CO | 3 | 3 | 0.15% | 0.37% | 0.66% | Q1 2023 | Q3 2023 | 3 |
GWW | W.W. GRAINGER INC | 3 | 3 | 0.17% | 0.32% | 0.47% | Q1 2023 | Q3 2023 | 3 |
SSS | SOVRAN SELF STORAGE INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2015 | Q2 2016 | 3 |
AFSIM | AMTRUST FINANCIAL SERV... | 2 | 1 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q2 2023 | 3 |
HZNP | HORIZON THEAPEUTICS PLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
WEN | WENDYS INTL INC COM | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
VOO | VANGUARD INDEX FD S&P ... | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 3 |
F | FORD MOTOR COMPANY | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
UNIT | UNITI CORP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
BRSP | BRIGHTSPIRE CAPITAL INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
WDDD | WORLDS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
BCYP | BLUE CALYPSO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
RSTK INTERLINK US NETW... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 | |
PBNY | PROVIDENT NEW YORK BANCP | 2 | 2 | 3.31% | 3.55% | 3.80% | Q2 2013 | Q3 2013 | 2 |
ISHARES TR S&P US PFD ... | 2 | 2 | 2.62% | 2.64% | 2.65% | Q1 2022 | Q2 2022 | 2 | |
INTEL CORP | 2 | 2 | 0.32% | 0.35% | 0.38% | Q1 2022 | Q2 2022 | 2 | |
LSE | CAPLEASE INC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q3 2013 | 2 |
MRNA | MODERNA INC | 2 | 2 | 0.04% | 0.16% | 0.29% | Q3 2021 | Q4 2021 | 2 |
CHEF | RSTK CHEFS WHSE INC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2019 | Q2 2019 | 2 |
GLD | STREETRACKS GOLD TRUST | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q3 2013 | 2 |
BRCM | BROADCOM CORP CL A | 2 | 2 | 0.07% | 0.13% | 0.18% | Q3 2015 | Q4 2015 | 2 |
DVA | DAVITA INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2014 | Q2 2014 | 2 |
VCSH | VANGUARD SCOTTSDALE FU... | 2 | 2 | 0.08% | 0.10% | 0.13% | Q3 2022 | Q4 2022 | 2 |
VOD | VODAFONE AIRTOUCH ADR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q4 2013 | 2 |
DE | DEERE & CO | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q2 2014 | 2 |
GT | GOODYEAR TIRE & RUBBER | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
NEU | NEWMARKET CORPORATION | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2015 | Q1 2017 | 2 |
SUB | ISHARES SHORT-TERM NAT... | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
STOR | STORE CAPITAL CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
AFL | AFLAC INC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 2 |
EOG | EOG RESOURCES INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
AINV | APOLLO INVT CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
NYNY | EMPIRE RESORTS INC CO NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 2 |
ENZC | ENZOLYTICS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
RNN | REXAHN PHARMACEUTICALS... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
HWAL | HOLLYWALL ENTERTAINMEN... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
MDT | MEDTRONIC INC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q2 2013 | Q2 2013 | 1 |
F113PS | COVIDIEN PLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2014 | Q4 2014 | 1 |
VTI | Vanguard Total Stock M... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
INVESCO QQQ TR UNIT SER 1 | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2020 | Q3 2020 | 1 | |
TOTAL FINA ELF S A ADR | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2014 | Q1 2014 | 1 | |
CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
BND | VANGUARD BOND INDEX FUND | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
JAZZ | JAZZ PHARMACEUTICALS | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2015 | Q2 2015 | 1 |
PCN | PIMCO CORPORATE INCOME... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2017 | Q3 2017 | 1 |
IP | INTERNATIONAL PAPER CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
VCR | VANGUARD CONSUMER DISC... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
VGSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
VXUS | VANGUARD STAR FD TOTAL... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
GOOG | GOOGLE INC CLASS C | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
TEVA PHARM INDS LTD ADRF | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 | |
AIG | AMERICAN INTERNATIONAL... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
CHDX | CHINDEX INTERNATIONAL ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
AVGO | AVAGO TECHNOLOGIES LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
CSWC | CAPITAL SOUTHWEST CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
SHV | ISHARES TR BARCLAYS SH... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
SSNC | SS&C TECHNOLOGIES HOLD... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
LYV | LIVE NATION ENTMT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
EXR | EXTRA SPACE STORAGE INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
EMB | ISHARES TR JPMORGAN EM... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
CTVA | CORTEVA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
SGEN | SEATTLE GENETICS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
LRCX | LAM RESEARCH CORPORATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
UNP | UNION PACIFIC CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
LUMN | LUMEN TECHNOLOGIES | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
RFMK | RAPID FIRE MARKETING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ROLLS-ROYCE HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 | |
PPHM | PEREGINE PHARMACEUTICA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ZLCS | ZALICUS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BCYP | BLUE CALYPSO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
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The securities at the top of the list , including ORANGE COUNTY BANCORP INC COM, MICROSOFT CORP, and THE HOME DEPOT INC, are the highest-conviction holdings of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV.
The conviction is calculated by counting the number of quarters a security has been reported by HUDSON VALLEY INVESTMENT ADVISORS INC /ADV. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that HUDSON VALLEY INVESTMENT ADVISORS INC /ADV owns currently or has owned in the past.