$431 Million is the total value of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 148 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EQT | Exit | EQT CORPORATION | $0 | – | -3,750 | -100.0% | -0.05% | – |
| LSI | Exit | LIFE STORAGE INC | $0 | – | -2,135 | -100.0% | -0.05% | – |
| GSK | Exit | GLAXOSMITHKLINE PLC ADR | $0 | – | -5,136 | -100.0% | -0.05% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,700 | -100.0% | -0.05% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -136 | -100.0% | -0.06% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -3,037 | -100.0% | -0.06% | – |
| MXIM | Exit | MAXIM INTEGRATED PRODS | $0 | – | -4,400 | -100.0% | -0.06% | – |
| CL | Exit | COLGATE-PALMOLIVE CO | $0 | – | -4,588 | -100.0% | -0.07% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -2,885 | -100.0% | -0.08% | – |
| KO | Exit | COCA COLA COMPANY | $0 | – | -8,049 | -100.0% | -0.09% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -564 | -100.0% | -0.09% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -18,060 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-12
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.