$430 Million is the total value of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 165 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 12.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $26,663,000 | +28.6% | 131,017 | -0.4% | 6.20% | +7.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC NEW | $16,772,000 | +3.7% | 29,434 | -9.9% | 3.90% | -12.9% |
| AAPL | Buy | APPLE, INC. | $15,511,000 | +43.9% | 42,519 | +0.3% | 3.61% | +20.8% |
| OCBI | Sell | ORANGE CNTY BANCORP INC | $15,367,000 | -4.4% | 647,031 | -0.3% | 3.57% | -19.7% |
| HD | Sell | THE HOME DEPOT INC | $15,087,000 | +33.5% | 60,224 | -0.5% | 3.51% | +12.1% |
| ADBE | Sell | ADOBE SYSTEMS INC | $13,065,000 | +36.2% | 30,013 | -0.5% | 3.04% | +14.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC. | $12,533,000 | +25.3% | 34,589 | -2.0% | 2.91% | +5.2% |
| MDT | Sell | MEDTRONIC PLC | $11,870,000 | +1.2% | 129,441 | -0.5% | 2.76% | -15.0% |
| LLY | Buy | ELI LILLY & COMPANY | $9,812,000 | +18.7% | 59,763 | +0.3% | 2.28% | -0.3% |
| AMZN | Buy | AMAZON COM INC | $9,010,000 | +42.1% | 3,266 | +0.4% | 2.10% | +19.3% |
| GOOG | Sell | ALPHABET INC CLASS C | $8,650,000 | +21.6% | 6,119 | -0.0% | 2.01% | +2.0% |
| JPM | Buy | JP MORGAN CHASE & CO | $8,451,000 | +8.2% | 89,843 | +3.5% | 1.96% | -9.2% |
| FB | Sell | FACEBOOK INC CL A | $8,283,000 | +34.2% | 36,479 | -1.4% | 1.93% | +12.7% |
| PEP | Sell | PEPSICO INCORPORATED | $8,000,000 | +8.6% | 60,485 | -1.4% | 1.86% | -8.9% |
| VZ | Buy | VERIZON COMMUNICATIONS | $7,105,000 | +3.8% | 128,879 | +1.1% | 1.65% | -12.9% |
| UNH | Sell | UNITED HEALTHCARE CORP | $6,943,000 | +16.7% | 23,539 | -1.4% | 1.61% | -2.1% |
| SPY | Buy | SPDR S&P 500 ETF TR | $6,419,000 | +27.3% | 20,817 | +6.4% | 1.49% | +6.9% |
| AMT | Sell | AMERN TOWER CORP CLASS A | $6,301,000 | +16.8% | 24,373 | -1.7% | 1.46% | -2.0% |
| V | Buy | VISA INC | $6,027,000 | +20.4% | 31,199 | +0.4% | 1.40% | +1.0% |
| CRM | Sell | SALESFORCE COM | $5,962,000 | +29.8% | 31,828 | -0.2% | 1.39% | +9.0% |
| DHR | Buy | DANAHER CORP | $5,812,000 | +30.3% | 32,865 | +2.0% | 1.35% | +9.4% |
| ILMN | Sell | ILLUMINA INC | $5,717,000 | +34.9% | 15,436 | -0.5% | 1.33% | +13.2% |
| NVDA | Buy | NVIDIA CORP | $5,459,000 | +47.0% | 14,370 | +2.0% | 1.27% | +23.4% |
| AVGO | Sell | BROADCOM LTD | $5,218,000 | +32.2% | 16,532 | -0.7% | 1.21% | +11.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $5,203,000 | +6.2% | 36,996 | -0.9% | 1.21% | -10.8% |
| MMC | Buy | MARSH & MCLENNAN CO INC | $5,136,000 | +24.4% | 47,838 | +0.2% | 1.19% | +4.4% |
| INTC | Sell | INTEL CORP | $5,039,000 | +7.7% | 84,226 | -2.5% | 1.17% | -9.5% |
| DIS | Sell | DISNEY WALT CO | $4,943,000 | +14.2% | 44,328 | -1.1% | 1.15% | -4.2% |
| PFF | Buy | ISHARES TR S&P US PFD STK INDE | $4,835,000 | +9.5% | 139,582 | +0.7% | 1.12% | -8.1% |
| CSCO | Sell | CISCO SYSTEMS INC | $4,734,000 | +18.0% | 101,490 | -0.5% | 1.10% | -0.9% |
| BAC | Buy | BANKAMERICA CORP | $4,730,000 | +20.2% | 199,157 | +7.4% | 1.10% | +0.9% |
| PFE | Buy | PFIZER INCORPORATED | $4,709,000 | +2.0% | 144,000 | +1.8% | 1.10% | -14.4% |
| CMCSA | Sell | COMCAST CORP NEW CL A | $4,634,000 | +12.3% | 118,877 | -0.9% | 1.08% | -5.7% |
| NKE | Sell | NIKE INC CLASS B | $4,636,000 | +17.8% | 47,280 | -0.6% | 1.08% | -1.1% |
| SHW | Sell | SHERWIN WILLIAMS CO | $4,510,000 | +25.7% | 7,804 | -0.1% | 1.05% | +5.5% |
| DG | Buy | DOLLAR GENERAL CORPORATION | $4,172,000 | +27.4% | 21,901 | +0.9% | 0.97% | +6.9% |
| EL | Sell | ESTEE LAUDER COMPANIES INC CL A | $3,955,000 | +16.3% | 20,962 | -1.8% | 0.92% | -2.3% |
| MRK | Buy | MERCK & CO INC | $3,891,000 | +1.6% | 50,318 | +1.1% | 0.90% | -14.7% |
| STL | Sell | STERLING BANCORP DEL COM | $3,854,000 | +10.8% | 328,866 | -1.2% | 0.90% | -7.0% |
| DUK | Buy | DUKE ENERGY CORPORATION | $3,772,000 | -0.4% | 47,220 | +0.8% | 0.88% | -16.4% |
| HON | Buy | HONEYWELL INTERNATIONAL | $3,720,000 | +14.1% | 25,729 | +5.6% | 0.86% | -4.2% |
| ADP | Sell | AUTO DATA PROCESSING | $3,635,000 | +5.8% | 24,417 | -2.9% | 0.84% | -11.2% |
| WMT | Sell | WAL-MART STORES INC | $3,355,000 | +3.2% | 28,013 | -2.1% | 0.78% | -13.3% |
| CSX | Buy | C S X CORP | $3,339,000 | +32.9% | 47,874 | +9.2% | 0.78% | +11.5% |
| PG | Buy | PROCTER & GAMBLE CO | $3,335,000 | +8.8% | 27,893 | +0.1% | 0.78% | -8.7% |
| RMD | Sell | ROYAL CARIBBEAN CRUISES LTD | $3,045,000 | +16.0% | 26,388 | -12.6% | 0.71% | -2.6% |
| XOM | Buy | EXXON MOBIL CORPORATION | $2,836,000 | +32.5% | 63,422 | +12.5% | 0.66% | +11.1% |
| XLNX | Buy | XILINX INC | $2,751,000 | +29.2% | 27,960 | +2.4% | 0.64% | +8.5% |
| CVX | Sell | CHEVRON CORP | $2,655,000 | +21.8% | 29,757 | -1.0% | 0.62% | +2.2% |
| ORCL | Sell | ORACLE CORPORATION | $2,519,000 | +13.2% | 45,580 | -1.0% | 0.59% | -4.9% |
| OCFC | OCEANFIRST FINL CORP | $2,468,000 | +10.8% | 140,000 | 0.0% | 0.57% | -7.0% | |
| SBUX | Sell | STARBUCKS CORP | $2,400,000 | +9.3% | 32,611 | -2.4% | 0.56% | -8.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,379,000 | +8.3% | 6,519 | +0.6% | 0.55% | -9.0% |
| ENB | Sell | ENBRIDGE INC | $2,255,000 | +3.2% | 74,124 | -1.3% | 0.52% | -13.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,232,000 | +8.7% | 7,361 | +2.2% | 0.52% | -8.8% |
| PLD | Sell | PROLOGICS INC. | $2,217,000 | +15.0% | 23,752 | -1.0% | 0.52% | -3.6% |
| BA | Buy | BOEING CO | $2,137,000 | +25.7% | 11,656 | +2.2% | 0.50% | +5.5% |
| PKI | Buy | PERKINELMER INC | $2,003,000 | +32.0% | 20,419 | +1.3% | 0.47% | +11.0% |
| T | Buy | AT & T INC | $1,989,000 | +14.5% | 65,799 | +10.4% | 0.46% | -4.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TR | $1,923,000 | +18.3% | 5,927 | -4.1% | 0.45% | -0.7% |
| RTN | Buy | RAYTHEON COMPANY NEW | $1,896,000 | +23.6% | 30,777 | +163.1% | 0.44% | +3.8% |
| MS | Buy | MORGAN STANLEY | $1,787,000 | +44.3% | 37,005 | +1.6% | 0.42% | +21.3% |
| COP | Sell | CONOCOPHILLIPS | $1,791,000 | +34.1% | 42,630 | -1.7% | 0.42% | +12.4% |
| SPIB | New | SPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORP BD ETF | $1,768,000 | – | 48,399 | +100.0% | 0.41% | – |
| SPSB | New | SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF | $1,762,000 | – | 56,221 | +100.0% | 0.41% | – |
| TFC | Sell | TRUIST FINANCIAL CORP | $1,719,000 | +13.0% | 45,770 | -7.2% | 0.40% | -5.0% |
| MDLZ | Buy | MONDELEZ INTL INC CL A | $1,682,000 | +3.6% | 32,904 | +1.5% | 0.39% | -13.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,599,000 | +4.0% | 27,193 | -1.4% | 0.37% | -12.7% |
| ABT | Sell | ABBOTT LABORATORIES | $1,568,000 | +7.4% | 17,148 | -7.3% | 0.36% | -9.7% |
| QQQ | Buy | INVESCO QQQ TR UNIT SER 1 | $1,534,000 | +35.3% | 6,194 | +4.0% | 0.36% | +13.7% |
| Buy | ABBVIE INC COM | $1,494,000 | +47.2% | 15,212 | +14.1% | 0.35% | +23.5% | |
| CVS | Sell | CVS HEALTH CORP | $1,490,000 | +8.6% | 22,926 | -0.9% | 0.35% | -8.9% |
| CTXS | Sell | CITRIX SYSTEMS INC | $1,453,000 | +3.4% | 9,825 | -1.0% | 0.34% | -13.1% |
| FDX | Buy | FEDEX CORPORATION | $1,414,000 | +19.8% | 10,081 | +3.6% | 0.33% | +0.6% |
| IBM | Buy | INTL BUSINESS MACHINES | $1,353,000 | +9.4% | 11,202 | +0.5% | 0.32% | -8.2% |
| MCD | Buy | MCDONALDS CORP | $1,278,000 | +16.1% | 6,926 | +4.1% | 0.30% | -2.6% |
| LECO | Sell | LINCOLN ELEC HLDGS INC | $1,274,000 | +21.2% | 15,124 | -0.8% | 0.30% | +1.7% |
| EMR | Sell | EMERSON ELECTRIC CO | $1,241,000 | +30.1% | 20,008 | -0.1% | 0.29% | +9.5% |
| NUV | Buy | NUVEEN MUNICIPAL VALUE FUND INC | $1,184,000 | +9.1% | 116,118 | +4.4% | 0.28% | -8.6% |
| PNC | Sell | PNC FINANCIAL SERVICES | $1,172,000 | +5.4% | 11,143 | -4.1% | 0.27% | -11.4% |
| AES | Buy | AES CORP | $1,131,000 | +12.8% | 78,058 | +5.8% | 0.26% | -5.4% |
| SYY | Sell | SYSCO CORPORATION | $1,074,000 | +19.2% | 19,652 | -0.5% | 0.25% | 0.0% |
| BK | Sell | THE BANK OF NY MELLON CORP | $1,061,000 | +13.7% | 27,447 | -0.9% | 0.25% | -4.3% |
| AZO | Sell | AUTOZONE INC | $971,000 | +24.3% | 861 | -6.7% | 0.23% | +4.6% |
| FPL | Sell | NEXTERA ENERGY INC. | $954,000 | -3.9% | 3,972 | -3.7% | 0.22% | -19.3% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $935,000 | 0.0% | 3,040 | -1.6% | 0.22% | -16.2% |
| MTB | Buy | M & T BANK CORP | $870,000 | +1.6% | 8,367 | +1.1% | 0.20% | -14.8% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $848,000 | +25.6% | 4,292 | -1.7% | 0.20% | +5.3% |
| NYF | Buy | ISHARES TR N Y MUNI BD ETF FD | $817,000 | +4.7% | 14,200 | +2.9% | 0.19% | -12.0% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC. COM | $807,000 | +54.0% | 767 | -4.1% | 0.19% | +29.7% |
| OSK | Buy | OSHKOSH CORP | $800,000 | +12.7% | 11,175 | +1.2% | 0.19% | -5.6% |
| GLW | Sell | CORNING INC | $773,000 | +16.4% | 29,862 | -7.6% | 0.18% | -2.2% |
| Sell | 3M COMPANY | $773,000 | +2.2% | 4,954 | -10.5% | 0.18% | -13.9% | |
| AMGN | Sell | AMGEN INC COM | $771,000 | +4.6% | 3,268 | -10.1% | 0.18% | -12.3% |
| KMX | Buy | CARMAX INC | $742,000 | +68.6% | 8,291 | +1.5% | 0.17% | +41.8% |
| CB | Sell | CHUBB LTD | $710,000 | +12.7% | 5,606 | -0.6% | 0.16% | -5.2% |
| CIEN | New | CIENA CORP | $667,000 | – | 12,315 | +100.0% | 0.16% | – |
| COG | Buy | CABOT OIL & GAS CORP | $661,000 | +9.6% | 38,457 | +9.6% | 0.15% | -7.8% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $647,000 | -8.2% | 3,816 | -2.6% | 0.15% | -23.1% |
| EFA | Sell | ISHARES TR MSCI EAFE ETF | $625,000 | +11.0% | 10,275 | -2.4% | 0.14% | -7.1% |
| ITW | ILLINOIS TOOL WORKS INC | $567,000 | +23.0% | 3,245 | 0.0% | 0.13% | +3.1% | |
| PSX | Sell | PHILLIPS 66 | $563,000 | +33.4% | 7,826 | -0.5% | 0.13% | +12.0% |
| CAT | Sell | CATERPILLAR INC | $525,000 | +4.0% | 4,154 | -4.6% | 0.12% | -12.9% |
| PPL | Buy | PPL CORPORATION | $490,000 | +7.7% | 18,945 | +2.7% | 0.11% | -9.5% |
| IJR | Sell | ISHARES TR CORE S&P SMALL-CAP ETF | $490,000 | +18.1% | 7,176 | -2.9% | 0.11% | -0.9% |
| LOW | Sell | LOWES COMPANIES INC | $470,000 | +48.3% | 3,475 | -5.5% | 0.11% | +23.9% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $464,000 | +11.8% | 2,643 | -7.0% | 0.11% | -6.1% |
| IYW | ISHARES US TECHNOLOGY ETF | $449,000 | +32.1% | 1,665 | 0.0% | 0.10% | +10.6% | |
| JFBC | JEFFERSONVILLE BANCORP | $445,000 | +3.2% | 29,641 | 0.0% | 0.10% | -13.4% | |
| GOOGL | Buy | ALPHABET INC CLASS A | $437,000 | +25.2% | 308 | +2.7% | 0.10% | +5.2% |
| IFF | INTL FLAVOR & FRAGRANCES | $434,000 | +20.2% | 3,540 | 0.0% | 0.10% | +1.0% | |
| VLO | VALERO ENERGY CORP | $426,000 | +29.9% | 7,235 | 0.0% | 0.10% | +8.8% | |
| LEN | Sell | LENNAR CORP | $423,000 | +55.5% | 6,866 | -3.6% | 0.10% | +30.7% |
| CI | Sell | CIGNA CORP | $417,000 | +5.0% | 2,220 | -0.9% | 0.10% | -11.8% |
| WMB | Sell | WILLIAMS COMPANIES | $394,000 | +25.5% | 20,719 | -6.7% | 0.09% | +5.7% |
| CAH | Sell | CARDINAL HEALTH INC | $384,000 | +7.9% | 7,365 | -0.8% | 0.09% | -10.1% |
| KO | Buy | COCA COLA COMPANY | $365,000 | +7.4% | 8,180 | +6.5% | 0.08% | -9.6% |
| BCPC | BALCHEM CORP | $366,000 | -3.9% | 3,855 | 0.0% | 0.08% | -19.8% | |
| QCOM | Sell | QUALCOMM INC | $358,000 | +33.6% | 3,930 | -0.6% | 0.08% | +12.2% |
| KHC | Sell | THE KRAFT HEINZ CO | $351,000 | +27.2% | 11,020 | -1.2% | 0.08% | +7.9% |
| SONO | New | SONOS INC | $340,000 | – | 23,250 | +100.0% | 0.08% | – |
| CMC | COMMERCIAL METALS CO | $323,000 | +29.2% | 15,855 | 0.0% | 0.08% | +8.7% | |
| ATRI | ATRION CORP | $319,000 | -1.8% | 500 | 0.0% | 0.07% | -17.8% | |
| NEA | NUVEEN AMT FREE MUN INCOME FD | $306,000 | +2.7% | 22,000 | 0.0% | 0.07% | -14.5% | |
| DD | New | DUPONT DE MEMOURS INC | $296,000 | – | 5,572 | +100.0% | 0.07% | – |
| TD | Sell | TORONTO DOMINION BK | $291,000 | 0.0% | 6,514 | -5.1% | 0.07% | -16.0% |
| WBA | WALGREEN BOOTS ALLIANCE INC | $283,000 | -7.2% | 6,667 | 0.0% | 0.07% | -21.4% | |
| BP | Buy | BP PLC ADR | $277,000 | +25.3% | 11,896 | +31.3% | 0.06% | +4.9% |
| KMB | Buy | KIMBERLY-CLARK CORP | $269,000 | +24.0% | 1,900 | +11.8% | 0.06% | +5.0% |
| USB | US BANCORP DEL NEW | $262,000 | +6.9% | 7,117 | 0.0% | 0.06% | -10.3% | |
| RDSA | Sell | ROYAL DUTCH SHELL SPON ADR | $264,000 | -7.0% | 8,080 | -0.6% | 0.06% | -22.8% |
| EEM | Sell | ISHARES TR MSCI EMERGING MKTS INDEX FD | $256,000 | +15.8% | 6,414 | -0.8% | 0.06% | -1.6% |
| MET | METLIFE INC | $251,000 | +19.5% | 6,872 | 0.0% | 0.06% | 0.0% | |
| SUN | SUNOCO LP COM | $251,000 | +45.9% | 11,000 | 0.0% | 0.06% | +20.8% | |
| BLL | BALL CORP | $243,000 | +7.5% | 3,500 | 0.0% | 0.06% | -9.5% | |
| Buy | GENERAL ELECTRIC COMPANY | $239,000 | -13.4% | 35,058 | +0.7% | 0.06% | -26.3% | |
| MO | ALTRIA GROUP INC | $236,000 | +1.7% | 6,000 | 0.0% | 0.06% | -14.1% | |
| IGM | New | ISHARES NORTH AMERICAN TECH | $237,000 | – | 850 | +100.0% | 0.06% | – |
| GSK | GLAXOSMITHKLINE PLC ADR | $228,000 | +7.5% | 5,583 | 0.0% | 0.05% | -10.2% | |
| CSWI | CSW INDUSTRIALS INC | $229,000 | +6.5% | 3,312 | 0.0% | 0.05% | -11.7% | |
| XLV | New | SPDR HEALTH CARE SELECT SECTOR TR | $216,000 | – | 2,160 | +100.0% | 0.05% | – |
| HAL | Sell | HALLIBURTON COMPANY | $215,000 | +83.8% | 16,580 | -2.9% | 0.05% | +56.2% |
| MAS | New | MASCO CORP | $214,000 | – | 4,270 | +100.0% | 0.05% | – |
| ED | New | CONSOLIDATED EDISON INC | $208,000 | – | 2,896 | +100.0% | 0.05% | – |
| LSI | LIFE STORAGE INC | $203,000 | +0.5% | 2,135 | 0.0% | 0.05% | -16.1% | |
| LYB | New | LYONDELLBASELL INDUSTRIES NV | $201,000 | – | 3,051 | +100.0% | 0.05% | – |
| WFC | Sell | WELLS FARGO & CO NEW | $201,000 | -15.5% | 7,849 | -5.5% | 0.05% | -28.8% |
| NVG | NUVEEN MUNICIPAL CREDIT INCOME FD | $160,000 | +3.9% | 10,500 | 0.0% | 0.04% | -14.0% | |
| NZF | NUVEEN MUNICIPAL CR INCOME FD | $155,000 | +4.7% | 10,500 | 0.0% | 0.04% | -12.2% | |
| NMZ | NUVEEN MUN HIGH INCOME OPP FD | $152,000 | +6.3% | 11,500 | 0.0% | 0.04% | -12.5% | |
| NLY | ANNALY MTG MANAGEMENT | $123,000 | +29.5% | 18,700 | 0.0% | 0.03% | +11.5% | |
| MEN | BLACKROCK MUNIENHANCED FD INC | $125,000 | +2.5% | 11,400 | 0.0% | 0.03% | -14.7% | |
| AINV | APOLLO INVT CORP COM | $105,000 | +41.9% | 11,000 | 0.0% | 0.02% | +20.0% | |
| BERK | BERKSHIRE BANCORP INC DEL COM | $104,000 | -14.0% | 12,298 | 0.0% | 0.02% | -29.4% | |
| NRZ | NEW RESIDENTIAL INVT | $84,000 | +47.4% | 11,300 | 0.0% | 0.02% | +25.0% | |
| ECC | EAGLE POINT CREDIT CO | $75,000 | +4.2% | 10,500 | 0.0% | 0.02% | -15.0% | |
| ATHX | ATHERSYS INC | $62,000 | -8.8% | 22,500 | 0.0% | 0.01% | -26.3% | |
| TWO | TWO HBRS INVT CORP COM | $62,000 | +31.9% | 12,350 | 0.0% | 0.01% | +7.7% | |
| BKCC | BLACKROCK CAPITAL INVESTMENT C | $57,000 | +21.3% | 21,500 | 0.0% | 0.01% | 0.0% | |
| WDDD | WOLDS INC | $35,000 | -5.4% | 153,350 | 0.0% | 0.01% | -20.0% | |
| AHT | ASHFORD HOSPITALITY TR INC | $14,000 | -6.7% | 20,000 | 0.0% | 0.00% | -25.0% | |
| WMNS | WESTMONT RES INC | $0 | – | 30,000 | 0.0% | 0.00% | – | |
| CECBF | Cellcube Energy Storage Sys Inc Com | $0 | – | 15,000 | 0.0% | 0.00% | – | |
| ASPR | ADSOUTH PARTNERS INC (NV) | $0 | – | 10,001 | 0.0% | 0.00% | – | |
| BRWC | Exit | BOREAL WATER COLLECTION INC CO | $0 | – | -35,700 | -100.0% | 0.00% | – |
| AIMG | Exit | AIMGLOBAL TECHNOLOGIES INC | $0 | – | -10,000 | -100.0% | 0.00% | – |
| AMLP | Exit | ALPS ALERIAN MLP ETF | $0 | – | -10,375 | -100.0% | -0.01% | – |
| TROW | Exit | T. ROWE PRICE GROUP INC | $0 | – | -3,075 | -100.0% | -0.08% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -2,711 | -100.0% | -0.13% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -5,494 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-07
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.