$296 Million is the total value of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 135 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | TRANZBYTE CORP COM | $0 | – | -40,000 | -100.0% | 0.00% | – | |
| NYCB | Exit | NEW YORK COMNTY BANCORP | $0 | – | -11,790 | -100.0% | -0.08% | – |
| ALTV | Exit | ALTEVA COM | $0 | – | -29,155 | -100.0% | -0.08% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -2,631 | -100.0% | -0.09% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,648 | -100.0% | -0.09% | – |
| SLB | Exit | SCHLUMBERGER LTD F | $0 | – | -2,687 | -100.0% | -0.09% | – |
| ADT | Exit | ADT CORP COM | $0 | – | -7,110 | -100.0% | -0.11% | – |
| F113PS | Exit | COVIDIEN PLC | $0 | – | -20,040 | -100.0% | -0.84% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-27
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.