$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% | – |
| CIEN | New | CIENA CORP | $667,000 | – | 12,315 | +100.0% | 0.16% | – |
| SONO | New | SONOS INC | $340,000 | – | 23,250 | +100.0% | 0.08% | – |
| DD | New | DUPONT DE MEMOURS INC | $296,000 | – | 5,572 | +100.0% | 0.07% | – |
| IGM | New | ISHARES NORTH AMERICAN TECH | $237,000 | – | 850 | +100.0% | 0.06% | – |
| XLV | New | SPDR HEALTH CARE SELECT SECTOR TR | $216,000 | – | 2,160 | +100.0% | 0.05% | – |
| 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% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES NV | $201,000 | – | 3,051 | +100.0% | 0.05% | – |
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.