$361 Million is the total value of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 161 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 12.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $20,737,000 | -0.1% | 131,488 | -0.1% | 5.74% | +29.6% |
| ISRG | Sell | INTUITIVE SURGICAL INC NEW | $16,176,000 | -40.1% | 32,665 | -28.5% | 4.48% | -22.3% |
| OCBI | Sell | ORANGE CNTY BANCORP INC | $16,066,000 | -35.7% | 649,141 | -23.7% | 4.45% | -16.6% |
| MDT | Sell | MEDTRONIC PLC | $11,728,000 | -30.0% | 130,046 | -11.9% | 3.25% | -9.1% |
| HD | Sell | THE HOME DEPOT INC | $11,297,000 | -15.7% | 60,506 | -1.4% | 3.13% | +9.4% |
| AAPL | Sell | APPLE, INC. | $10,780,000 | -15.8% | 42,392 | -2.8% | 2.99% | +9.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC. | $10,006,000 | -16.1% | 35,281 | -3.9% | 2.77% | +8.9% |
| ADBE | Sell | ADOBE SYSTEMS INC | $9,596,000 | -5.4% | 30,153 | -2.0% | 2.66% | +22.7% |
| LLY | Sell | ELI LILLY & COMPANY | $8,263,000 | -6.7% | 59,565 | -11.6% | 2.29% | +21.2% |
| JPM | Sell | JP MORGAN CHASE & CO | $7,814,000 | -36.8% | 86,797 | -2.1% | 2.16% | -17.9% |
| PEP | Sell | PEPSICO INCORPORATED | $7,369,000 | -12.5% | 61,356 | -0.5% | 2.04% | +13.5% |
| GOOG | Buy | ALPHABET INC CLASS C | $7,116,000 | -9.2% | 6,120 | +4.4% | 1.97% | +17.8% |
| VZ | Buy | VERIZON COMMUNICATIONS | $6,848,000 | -11.4% | 127,452 | +1.2% | 1.90% | +15.0% |
| AMZN | Buy | AMAZON COM INC | $6,340,000 | +16.7% | 3,252 | +10.6% | 1.76% | +51.5% |
| FB | Buy | FACEBOOK INC CL A | $6,170,000 | -15.0% | 36,988 | +4.6% | 1.71% | +10.4% |
| UNH | Buy | UNITED HEALTHCARE CORP | $5,951,000 | -13.8% | 23,863 | +1.7% | 1.65% | +11.9% |
| AMT | Buy | AMERN TOWER CORP CLASS A | $5,396,000 | +32.0% | 24,782 | +39.3% | 1.50% | +71.4% |
| SPY | Buy | SPDR S&P 500 ETF TR | $5,042,000 | -17.3% | 19,561 | +3.2% | 1.40% | +7.4% |
| V | Buy | VISA INC | $5,007,000 | -9.4% | 31,074 | +5.6% | 1.39% | +17.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,897,000 | -12.8% | 37,348 | -3.0% | 1.36% | +13.2% |
| INTC | Sell | INTEL CORP | $4,677,000 | -23.4% | 86,427 | -15.3% | 1.30% | -0.6% |
| PFE | Sell | PFIZER INCORPORATED | $4,616,000 | -16.9% | 141,412 | -0.2% | 1.28% | +7.9% |
| CRM | Buy | SALESFORCE COM | $4,592,000 | -7.2% | 31,890 | +4.9% | 1.27% | +20.6% |
| DHR | Buy | DANAHER CORP | $4,459,000 | -5.9% | 32,216 | +4.4% | 1.24% | +22.2% |
| PFF | Buy | ISHARES TR S&P US PFD STK INDE | $4,415,000 | -9.9% | 138,674 | +6.4% | 1.22% | +16.9% |
| DIS | Sell | DISNEY WALT CO | $4,328,000 | -34.3% | 44,808 | -1.6% | 1.20% | -14.7% |
| ILMN | Sell | ILLUMINA INC | $4,237,000 | -18.4% | 15,513 | -0.9% | 1.17% | +6.0% |
| MMC | Buy | MARSH & MCLENNAN CO INC | $4,129,000 | -18.4% | 47,755 | +5.2% | 1.14% | +6.0% |
| CMCSA | Sell | COMCAST CORP NEW CL A | $4,125,000 | -26.3% | 119,969 | -3.6% | 1.14% | -4.3% |
| CSCO | Sell | CISCO SYSTEMS INC | $4,011,000 | -22.6% | 102,038 | -5.6% | 1.11% | +0.5% |
| AVGO | Sell | BROADCOM LTD | $3,946,000 | -25.3% | 16,642 | -0.5% | 1.09% | -3.0% |
| BAC | Sell | BANKAMERICA CORP | $3,936,000 | -42.0% | 185,399 | -3.8% | 1.09% | -24.7% |
| NKE | Sell | NIKE INC CLASS B | $3,935,000 | -23.8% | 47,560 | -6.7% | 1.09% | -1.1% |
| MRK | Buy | MERCK & CO INC | $3,831,000 | -9.8% | 49,788 | +6.6% | 1.06% | +17.0% |
| DUK | Buy | DUKE ENERGY CORPORATION | $3,787,000 | -7.2% | 46,824 | +4.7% | 1.05% | +20.6% |
| NVDA | New | NVIDIA CORP | $3,713,000 | – | 14,085 | +100.0% | 1.03% | – |
| SHW | Buy | SHERWIN WILLIAMS CO | $3,589,000 | -17.3% | 7,810 | +5.0% | 0.99% | +7.3% |
| STL | Sell | STERLING BANCORP DEL COM | $3,478,000 | -52.5% | 332,866 | -4.1% | 0.96% | -38.3% |
| ADP | Sell | AUTO DATA PROCESSING | $3,437,000 | -23.7% | 25,147 | -4.8% | 0.95% | -0.9% |
| EL | Sell | ESTEE LAUDER COMPANIES INC CL A | $3,400,000 | -26.2% | 21,339 | -4.3% | 0.94% | -4.2% |
| DG | Buy | DOLLAR GENERAL CORPORATION | $3,276,000 | +26.4% | 21,695 | +30.6% | 0.91% | +64.0% |
| HON | Buy | HONEYWELL INTERNATIONAL | $3,259,000 | -10.3% | 24,358 | +18.7% | 0.90% | +16.5% |
| WMT | Sell | WAL-MART STORES INC | $3,250,000 | -5.1% | 28,602 | -0.7% | 0.90% | +23.1% |
| PG | Sell | PROCTER & GAMBLE CO | $3,065,000 | -16.2% | 27,864 | -4.8% | 0.85% | +8.8% |
| RMD | Sell | ROYAL CARIBBEAN CRUISES LTD | $2,625,000 | -59.5% | 30,179 | -32.3% | 0.73% | -47.4% |
| CSX | Sell | C S X CORP | $2,513,000 | -24.9% | 43,856 | -5.2% | 0.70% | -2.5% |
| OCFC | New | OCEANFIRST FINL CORP | $2,227,000 | – | 140,000 | +100.0% | 0.62% | – |
| ORCL | Sell | ORACLE CORPORATION | $2,225,000 | -13.4% | 46,031 | -5.0% | 0.62% | +12.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,196,000 | +34.0% | 6,479 | +53.9% | 0.61% | +73.7% |
| SBUX | Buy | STARBUCKS CORP | $2,196,000 | -24.7% | 33,399 | +0.7% | 0.61% | -2.3% |
| ENB | Buy | ENBRIDGE INC | $2,185,000 | -9.6% | 75,118 | +23.6% | 0.60% | +17.2% |
| CVX | Sell | CHEVRON CORP | $2,179,000 | -48.8% | 30,070 | -14.8% | 0.60% | -33.5% |
| XOM | Sell | EXXON MOBIL CORPORATION | $2,141,000 | -49.8% | 56,395 | -7.8% | 0.59% | -34.9% |
| XLNX | Sell | XILINX INC | $2,129,000 | -46.1% | 27,311 | -32.4% | 0.59% | -29.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,054,000 | +92.3% | 7,203 | +98.3% | 0.57% | +149.6% |
| PLD | Buy | PROLOGICS INC. | $1,927,000 | +44.5% | 23,982 | +60.3% | 0.53% | +87.4% |
| T | Sell | AT & T INC | $1,737,000 | -25.5% | 59,597 | -0.0% | 0.48% | -3.2% |
| BA | Sell | BOEING CO | $1,700,000 | -70.4% | 11,401 | -35.4% | 0.47% | -61.6% |
| MDLZ | Buy | MONDELEZ INTL INC CL A | $1,623,000 | -2.1% | 32,416 | +7.7% | 0.45% | +27.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TR | $1,625,000 | -41.5% | 6,183 | -16.4% | 0.45% | -24.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,537,000 | -14.5% | 27,569 | -1.6% | 0.43% | +10.9% |
| RTN | Sell | RAYTHEON COMPANY NEW | $1,534,000 | -41.8% | 11,696 | -2.5% | 0.42% | -24.4% |
| TFC | Sell | TRUIST FINANCIAL CORP | $1,521,000 | -67.9% | 49,315 | -41.4% | 0.42% | -58.4% |
| PKI | Buy | PERKINELMER INC | $1,517,000 | -21.3% | 20,157 | +1.5% | 0.42% | +2.2% |
| ABT | Sell | ABBOTT LABORATORIES | $1,460,000 | -21.6% | 18,498 | -13.8% | 0.40% | +1.5% |
| CTXS | Sell | CITRIX SYSTEMS INC | $1,405,000 | +26.3% | 9,925 | -1.0% | 0.39% | +64.1% |
| CVS | Buy | CVS HEALTH CORP | $1,372,000 | -18.1% | 23,126 | +2.5% | 0.38% | +6.4% |
| COP | Sell | CONOCOPHILLIPS | $1,336,000 | -65.1% | 43,383 | -26.2% | 0.37% | -54.7% |
| MS | Sell | MORGAN STANLEY | $1,238,000 | -42.6% | 36,426 | -13.6% | 0.34% | -25.4% |
| IBM | Sell | INTL BUSINESS MACHINES | $1,237,000 | -20.1% | 11,147 | -3.5% | 0.34% | +3.9% |
| FDX | Buy | FEDEX CORPORATION | $1,180,000 | -16.6% | 9,728 | +4.0% | 0.33% | +8.3% |
| QQQ | Buy | INVESCO QQQ TR UNIT SER 1 | $1,134,000 | +12.6% | 5,955 | +25.8% | 0.31% | +46.0% |
| PNC | Sell | PNC FINANCIAL SERVICES | $1,112,000 | -57.8% | 11,618 | -29.7% | 0.31% | -45.3% |
| MCD | Buy | MCDONALDS CORP | $1,101,000 | -1.7% | 6,656 | +17.5% | 0.30% | +27.6% |
| NUV | Buy | NUVEEN MUNICIPAL VALUE FUND INC | $1,085,000 | -5.7% | 111,198 | +3.5% | 0.30% | +22.9% |
| LECO | Sell | LINCOLN ELEC HLDGS INC | $1,051,000 | -35.6% | 15,239 | -9.7% | 0.29% | -16.4% |
| Sell | ABBVIE INC COM | $1,015,000 | -15.9% | 13,328 | -2.2% | 0.28% | +8.9% | |
| AES | Sell | AES CORP | $1,003,000 | -47.4% | 73,766 | -23.1% | 0.28% | -31.7% |
| FPL | Sell | NEXTERA ENERGY INC. | $993,000 | -5.2% | 4,126 | -4.6% | 0.28% | +23.3% |
| EMR | Sell | EMERSON ELECTRIC CO | $954,000 | -43.8% | 20,020 | -10.0% | 0.26% | -27.1% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $935,000 | -18.6% | 3,090 | -7.5% | 0.26% | +5.7% |
| BK | Sell | THE BANK OF NY MELLON CORP | $933,000 | -53.5% | 27,696 | -30.5% | 0.26% | -39.7% |
| SYY | Sell | SYSCO CORPORATION | $901,000 | -58.8% | 19,752 | -22.7% | 0.25% | -46.4% |
| MTB | Buy | M & T BANK CORP | $856,000 | +0.5% | 8,274 | +64.8% | 0.24% | +30.2% |
| NYF | ISHARES TR N Y MUNI BD ETF FD | $780,000 | -0.9% | 13,800 | 0.0% | 0.22% | +28.6% | |
| AZO | Sell | AUTOZONE INC | $781,000 | -29.9% | 923 | -1.3% | 0.22% | -9.2% |
| Sell | 3M COMPANY | $756,000 | -28.1% | 5,537 | -7.0% | 0.21% | -6.7% | |
| AMGN | Sell | AMGEN INC COM | $737,000 | -34.2% | 3,637 | -21.7% | 0.20% | -14.6% |
| OSK | Sell | OSHKOSH CORP | $710,000 | -33.5% | 11,038 | -2.2% | 0.20% | -13.6% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $705,000 | -10.3% | 3,916 | -1.4% | 0.20% | +16.1% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $675,000 | -36.4% | 4,367 | -5.4% | 0.19% | -17.6% |
| GLW | Sell | CORNING INC | $664,000 | -49.5% | 32,312 | -28.4% | 0.18% | -34.3% |
| CB | Sell | CHUBB LTD | $630,000 | -58.4% | 5,638 | -42.1% | 0.17% | -46.3% |
| COG | Buy | CABOT OIL & GAS CORP | $603,000 | +0.7% | 35,104 | +2.0% | 0.17% | +30.5% |
| EFA | Sell | ISHARES TR MSCI EAFE ETF | $563,000 | -45.3% | 10,525 | -29.1% | 0.16% | -29.1% |
| CMG | New | CHIPOTLE MEXICAN GRILL INC. COM | $524,000 | – | 800 | +100.0% | 0.14% | – |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $518,000 | -41.3% | 5,494 | -6.8% | 0.14% | -23.9% |
| CAT | Sell | CATERPILLAR INC | $505,000 | -21.6% | 4,354 | -0.2% | 0.14% | +2.2% |
| AGN | Sell | ALLERGAN PLC | $480,000 | -13.7% | 2,711 | -6.9% | 0.13% | +11.8% |
| ITW | Sell | ILLINOIS TOOL WORKS INC | $461,000 | -22.7% | 3,245 | -2.3% | 0.13% | +0.8% |
| PPL | Buy | PPL CORPORATION | $455,000 | -22.9% | 18,445 | +12.2% | 0.13% | 0.0% |
| KMX | Sell | CARMAX INC | $440,000 | -48.4% | 8,166 | -16.1% | 0.12% | -33.0% |
| JFBC | JEFFERSONVILLE BANCORP | $431,000 | -19.3% | 29,641 | 0.0% | 0.12% | +4.4% | |
| PSX | Sell | PHILLIPS 66 | $422,000 | -71.2% | 7,867 | -40.3% | 0.12% | -62.6% |
| IJR | Sell | ISHARES TR CORE S&P SMALL-CAP ETF | $415,000 | -55.1% | 7,390 | -32.9% | 0.12% | -41.6% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $415,000 | -40.2% | 2,843 | -20.5% | 0.12% | -22.3% |
| CI | Sell | CIGNA CORP | $397,000 | -17.8% | 2,240 | -5.2% | 0.11% | +6.8% |
| BCPC | BALCHEM CORP | $381,000 | -2.8% | 3,855 | 0.0% | 0.11% | +26.2% | |
| IFF | INTL FLAVOR & FRAGRANCES | $361,000 | -21.0% | 3,540 | 0.0% | 0.10% | +2.0% | |
| CAH | Sell | CARDINAL HEALTH INC | $356,000 | -5.6% | 7,428 | -0.3% | 0.10% | +23.8% |
| GOOGL | Buy | ALPHABET INC CLASS A | $349,000 | -8.2% | 300 | +5.6% | 0.10% | +19.8% |
| IYW | ISHARES US TECHNOLOGY ETF | $340,000 | -12.1% | 1,665 | 0.0% | 0.09% | +13.3% | |
| KO | COCA COLA COMPANY | $340,000 | -20.0% | 7,680 | 0.0% | 0.09% | +3.3% | |
| VLO | Sell | VALERO ENERGY CORP | $328,000 | -76.0% | 7,235 | -50.4% | 0.09% | -68.8% |
| ATRI | Sell | ATRION CORP | $325,000 | -51.9% | 500 | -44.4% | 0.09% | -37.5% |
| LOW | Buy | LOWES COMPANIES INC | $317,000 | -5.1% | 3,679 | +31.9% | 0.09% | +23.9% |
| WMB | Sell | WILLIAMS COMPANIES | $314,000 | -63.9% | 22,206 | -39.5% | 0.09% | -53.2% |
| WBA | WALGREEN BOOTS ALLIANCE INC | $305,000 | -22.4% | 6,667 | 0.0% | 0.08% | 0.0% | |
| NEA | NUVEEN AMT FREE MUN INCOME FD | $298,000 | -5.7% | 22,000 | 0.0% | 0.08% | +23.9% | |
| TROW | T. ROWE PRICE GROUP INC | $300,000 | -20.0% | 3,075 | 0.0% | 0.08% | +3.8% | |
| TD | Sell | TORONTO DOMINION BK | $291,000 | -71.2% | 6,864 | -61.9% | 0.08% | -62.5% |
| RDSA | Buy | ROYAL DUTCH SHELL SPON ADR | $284,000 | -33.8% | 8,130 | +11.7% | 0.08% | -14.1% |
| KHC | Buy | THE KRAFT HEINZ CO | $276,000 | -21.4% | 11,151 | +2.1% | 0.08% | +1.3% |
| Sell | GENERAL ELECTRIC COMPANY | $276,000 | -34.8% | 34,808 | -8.2% | 0.08% | -15.6% | |
| LEN | Sell | LENNAR CORP | $272,000 | -38.9% | 7,120 | -10.7% | 0.08% | -21.1% |
| QCOM | Sell | QUALCOMM INC | $268,000 | -25.6% | 3,955 | -3.1% | 0.07% | -3.9% |
| CMC | COMMERCIAL METALS CO | $250,000 | -29.2% | 15,855 | 0.0% | 0.07% | -8.0% | |
| USB | Sell | US BANCORP DEL NEW | $245,000 | -60.7% | 7,117 | -32.2% | 0.07% | -48.9% |
| WFC | Buy | WELLS FARGO & CO NEW | $238,000 | -44.5% | 8,303 | +4.1% | 0.07% | -28.3% |
| MO | Buy | ALTRIA GROUP INC | $232,000 | -20.3% | 6,000 | +2.9% | 0.06% | +3.2% |
| BLL | BALL CORP | $226,000 | 0.0% | 3,500 | 0.0% | 0.06% | +31.2% | |
| EEM | Sell | ISHARES TR MSCI EMERGING MKTS INDEX FD | $221,000 | -28.9% | 6,464 | -6.8% | 0.06% | -7.6% |
| BP | Buy | BP PLC ADR | $221,000 | -33.4% | 9,057 | +2.9% | 0.06% | -14.1% |
| CSWI | CSW INDUSTRIALS INC | $215,000 | -15.7% | 3,312 | 0.0% | 0.06% | +11.1% | |
| KMB | Sell | KIMBERLY-CLARK CORP | $217,000 | -28.4% | 1,700 | -22.7% | 0.06% | -7.7% |
| GSK | Buy | GLAXOSMITHKLINE PLC ADR | $212,000 | -17.8% | 5,583 | +1.8% | 0.06% | +7.3% |
| MET | Sell | METLIFE INC | $210,000 | -52.1% | 6,872 | -20.1% | 0.06% | -37.6% |
| LSI | LIFE STORAGE INC | $202,000 | -12.6% | 2,135 | 0.0% | 0.06% | +14.3% | |
| SUN | SUNOCO LP COM | $172,000 | -49.0% | 11,000 | 0.0% | 0.05% | -33.3% | |
| NVG | NUVEEN MUNICIPAL CREDIT INCOME FD | $154,000 | -12.0% | 10,500 | 0.0% | 0.04% | +16.2% | |
| NZF | NUVEEN MUNICIPAL CR INCOME FD | $148,000 | -14.0% | 10,500 | 0.0% | 0.04% | +10.8% | |
| NMZ | NUVEEN MUN HIGH INCOME OPP FD | $143,000 | -12.3% | 11,500 | 0.0% | 0.04% | +14.3% | |
| BERK | BERKSHIRE BANCORP INC DEL COM | $121,000 | -2.4% | 12,298 | 0.0% | 0.03% | +30.8% | |
| MEN | BLACKROCK MUNIENHANCED FD INC | $122,000 | -3.9% | 11,400 | 0.0% | 0.03% | +25.9% | |
| HAL | Sell | HALLIBURTON COMPANY | $117,000 | -77.7% | 17,080 | -20.3% | 0.03% | -71.4% |
| NLY | Buy | ANNALY MTG MANAGEMENT | $95,000 | -44.4% | 18,700 | +2.7% | 0.03% | -27.8% |
| AINV | APOLLO INVT CORP COM | $74,000 | -61.5% | 11,000 | 0.0% | 0.02% | -51.2% | |
| ECC | EAGLE POINT CREDIT CO | $72,000 | -52.9% | 10,500 | 0.0% | 0.02% | -39.4% | |
| ATHX | ATHERSYS INC | $68,000 | +142.9% | 22,500 | 0.0% | 0.02% | +216.7% | |
| NRZ | NEW RESIDENTIAL INVT | $57,000 | -68.7% | 11,300 | 0.0% | 0.02% | -59.0% | |
| TWO | TWO HBRS INVT CORP COM | $47,000 | -74.0% | 12,350 | 0.0% | 0.01% | -66.7% | |
| BKCC | BLACKROCK CAPITAL INVESTMENT C | $47,000 | -56.1% | 21,500 | 0.0% | 0.01% | -43.5% | |
| AMLP | Sell | ALPS ALERIAN MLP ETF | $36,000 | -79.2% | 10,375 | -49.1% | 0.01% | -73.0% |
| WDDD | Buy | WOLDS INC | $37,000 | +32.1% | 153,350 | +27.8% | 0.01% | +66.7% |
| AHT | New | ASHFORD HOSPITALITY TR INC | $15,000 | – | 20,000 | +100.0% | 0.00% | – |
| ASPR | ADSOUTH PARTNERS INC (NV) | $0 | – | 10,001 | 0.0% | 0.00% | – | |
| WMNS | New | WESTMONT RES INC | $0 | – | 30,000 | +100.0% | 0.00% | – |
| CECBF | Cellcube Energy Storage Sys Inc Com | $0 | -100.0% | 15,000 | 0.0% | 0.00% | – | |
| AIMG | Sell | AIMGLOBAL TECHNOLOGIES INC | $0 | – | 10,000 | -50.0% | 0.00% | – |
| BRWC | BOREAL WATER COLLECTION INC CO | $0 | – | 35,700 | 0.0% | 0.00% | – | |
| XLV | Exit | SELECT SECTOR SPDR TR HEALTH CARE | $0 | – | -2,025 | -100.0% | -0.04% | – |
| EPD | Exit | ENTERPRISE PRD PRTNRS LP | $0 | – | -7,766 | -100.0% | -0.05% | – |
| MAS | Exit | MASCO CORP | $0 | – | -4,775 | -100.0% | -0.05% | – |
| SCHW | Exit | THE CHARLES SCHWAB CORP | $0 | – | -5,141 | -100.0% | -0.05% | – |
| IGM | Exit | ISHARES NORTH AMERICAN TECK | $0 | – | -1,000 | -100.0% | -0.05% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -6,950 | -100.0% | -0.06% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -2,595 | -100.0% | -0.06% | – |
| SO | Exit | THE SOUTHERN COMPANY | $0 | – | -4,389 | -100.0% | -0.06% | – |
| DOW | Exit | DOW INC COM | $0 | – | -5,558 | -100.0% | -0.06% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES NV | $0 | – | -3,441 | -100.0% | -0.07% | – |
| SPG | Exit | SIMON PPTY GROUP | $0 | – | -2,594 | -100.0% | -0.08% | – |
| AIG | Exit | AMERICAN INTERNATIONAL GROUP INC | $0 | – | -7,638 | -100.0% | -0.08% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -6,562 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-29
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.