$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 150.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 45 | Q2 2024 | 7.5% |
| MICROSOFT CORP | 45 | Q2 2024 | 6.2% |
| THE HOME DEPOT INC | 45 | Q2 2024 | 3.6% |
| APPLE, INC. | 45 | Q2 2024 | 4.3% |
| THERMO FISHER SCIENTIFIC INC. | 45 | Q2 2024 | 3.2% |
| JP MORGAN CHASE & CO | 45 | Q2 2024 | 2.7% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 4.2% |
| EXXON MOBIL CORPORATION | 45 | Q2 2024 | 4.0% |
| ELI LILLY & COMPANY | 45 | Q2 2024 | 4.8% |
| PEPSICO INCORPORATED | 45 | Q2 2024 | 2.3% |
View HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-02 |
| 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 |
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.