$244 Million is the total value of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 128 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 111.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNTA | Exit | VENTANA BIOTECH INC | $0 | – | -10,000 | -100.0% | 0.00% | – |
| PNR | Exit | PENTAIR INC | $0 | – | -3,067 | -100.0% | -0.08% | – |
| XEC | Exit | CIMAREX ENERGY CO | $0 | – | -1,600 | -100.0% | -0.09% | – |
| RIG | Exit | TRANSOCEAN SEDCO FOREX | $0 | – | -6,820 | -100.0% | -0.09% | – |
| YUM | Exit | YUM! BRANDS, INC. | $0 | – | -3,077 | -100.0% | -0.09% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -4,151 | -100.0% | -0.10% | – |
| NBR | Exit | NABORS INDS INC | $0 | – | -11,050 | -100.0% | -0.11% | – |
| APC | Exit | ANADARKO PETROLEUM CORP | $0 | – | -2,655 | -100.0% | -0.11% | – |
| SNY | Exit | SANOFI AVENTIS ADR | $0 | – | -5,075 | -100.0% | -0.12% | – |
| COV | Exit | COVIDIEN LTD | $0 | – | -20,515 | -100.0% | -0.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ORANGE COUNTY BANCORP INC COM | 42 | Q3 2023 | 7.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.2% |
| THE HOME DEPOT INC | 42 | Q3 2023 | 3.6% |
| THERMO FISHER SCIENTIFIC INC. | 42 | Q3 2023 | 3.2% |
| APPLE, INC. | 42 | Q3 2023 | 4.3% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 4.2% |
| JP MORGAN CHASE & CO | 42 | Q3 2023 | 2.7% |
| EXXON MOBIL CORPORATION | 42 | Q3 2023 | 4.0% |
| PEPSICO INCORPORATED | 42 | Q3 2023 | 2.3% |
| ELI LILLY & COMPANY | 42 | Q3 2023 | 3.9% |
View HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-24 |
View HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.