$524 Million is the total value of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 168 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 15.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $28,881,000 | +5.2% | 129,849 | -0.5% | 5.51% | -6.9% |
| ISRG | INTUITIVE SURGICAL INC NEW | $24,064,000 | +15.3% | 29,415 | 0.0% | 4.59% | +2.0% | |
| AAPL | Buy | APPLE, INC. | $22,300,000 | +14.7% | 168,062 | +0.1% | 4.25% | +1.5% |
| OCBI | Sell | ORANGE CNTY BANCORP INC | $17,329,000 | +14.5% | 635,941 | -0.2% | 3.30% | +1.3% |
| HD | Sell | THE HOME DEPOT INC | $15,792,000 | -4.6% | 59,453 | -0.3% | 3.01% | -15.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC. | $15,505,000 | +4.2% | 33,288 | -1.2% | 2.96% | -7.8% |
| MDT | Buy | MEDTRONIC PLC | $15,186,000 | +12.9% | 129,637 | +0.2% | 2.90% | -0.1% |
| ADBE | Buy | ADOBE SYSTEMS INC | $15,069,000 | +2.8% | 30,131 | +0.8% | 2.87% | -9.1% |
| PFF | Buy | ISHARES TR S&P US PFD STK INDE | $12,113,000 | +129.6% | 314,538 | +117.4% | 2.31% | +103.1% |
| JPM | Buy | JP MORGAN CHASE & CO | $11,335,000 | +32.7% | 89,204 | +0.5% | 2.16% | +17.4% |
| AMZN | Buy | AMAZON COM INC | $11,240,000 | +5.8% | 3,451 | +2.3% | 2.14% | -6.4% |
| GOOG | Buy | ALPHABET INC CLASS C | $11,140,000 | +20.8% | 6,359 | +1.3% | 2.12% | +6.9% |
| LLY | Buy | ELI LILLY & COMPANY | $10,331,000 | +16.6% | 61,190 | +2.2% | 1.97% | +3.1% |
| FB | Buy | FACEBOOK INC CL A | $10,162,000 | +5.1% | 37,200 | +0.7% | 1.94% | -7.0% |
| PEP | Sell | PEPSICO INCORPORATED | $8,777,000 | +5.7% | 59,186 | -1.2% | 1.67% | -6.5% |
| UNH | Buy | UNITED HEALTHCARE CORP | $8,274,000 | +12.6% | 23,593 | +0.1% | 1.58% | -0.4% |
| DIS | Buy | DISNEY WALT CO | $8,049,000 | +47.1% | 44,425 | +0.7% | 1.54% | +30.2% |
| SPY | Buy | SPDR S&P 500 ETF TR | $7,789,000 | +16.5% | 20,833 | +4.3% | 1.48% | +3.1% |
| VZ | Buy | VERIZON COMMUNICATIONS | $7,570,000 | -0.7% | 128,852 | +0.5% | 1.44% | -12.2% |
| DHR | Buy | DANAHER CORP | $7,462,000 | +3.8% | 33,591 | +0.6% | 1.42% | -8.2% |
| CRM | Buy | SALESFORCE COM | $7,375,000 | -9.0% | 33,141 | +2.8% | 1.41% | -19.5% |
| AVGO | Buy | BROADCOM LTD | $6,918,000 | +20.5% | 15,801 | +0.3% | 1.32% | +6.6% |
| V | Buy | VISA INC | $6,917,000 | +10.5% | 31,624 | +1.0% | 1.32% | -2.2% |
| NVDA | Sell | NVIDIA CORP | $6,801,000 | -12.8% | 13,023 | -9.7% | 1.30% | -22.8% |
| NKE | Sell | NIKE INC CLASS B | $6,684,000 | +12.1% | 47,250 | -0.5% | 1.27% | -0.8% |
| ILMN | Buy | ILLUMINA INC | $6,209,000 | +22.5% | 16,780 | +2.4% | 1.18% | +8.4% |
| CMCSA | Buy | COMCAST CORP NEW CL A | $6,205,000 | +14.0% | 118,410 | +0.7% | 1.18% | +0.9% |
| BAC | Buy | BANKAMERICA CORP | $6,182,000 | +27.3% | 203,948 | +1.2% | 1.18% | +12.6% |
| STL | Buy | STERLING BANCORP DEL COM | $6,038,000 | +74.4% | 335,805 | +2.0% | 1.15% | +54.3% |
| SHW | Buy | SHERWIN WILLIAMS CO | $5,789,000 | +6.5% | 7,877 | +0.9% | 1.10% | -5.8% |
| CSX | Buy | C S X CORP | $5,689,000 | +46.4% | 62,684 | +25.3% | 1.08% | +29.5% |
| MMC | Buy | MARSH & MCLENNAN CO INC | $5,669,000 | +2.4% | 48,455 | +0.4% | 1.08% | -9.4% |
| HON | Buy | HONEYWELL INTERNATIONAL | $5,643,000 | +33.4% | 26,529 | +3.3% | 1.08% | +18.1% |
| AMT | Buy | AMERN TOWER CORP CLASS A | $5,569,000 | -5.8% | 24,810 | +1.4% | 1.06% | -16.6% |
| EL | Buy | ESTEE LAUDER COMPANIES INC CL A | $5,565,000 | +22.6% | 20,905 | +0.5% | 1.06% | +8.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $5,483,000 | +5.1% | 34,840 | -0.6% | 1.04% | -7.0% |
| PFE | Sell | PFIZER INCORPORATED | $5,243,000 | -0.8% | 142,441 | -1.1% | 1.00% | -12.2% |
| DG | Buy | DOLLAR GENERAL CORPORATION | $4,892,000 | +5.1% | 23,264 | +4.8% | 0.93% | -7.0% |
| CSCO | Sell | CISCO SYSTEMS INC | $4,210,000 | +9.6% | 94,081 | -3.5% | 0.80% | -3.0% |
| MRK | Sell | MERCK & CO INC | $4,146,000 | -1.6% | 50,688 | -0.2% | 0.79% | -13.0% |
| ADP | Sell | AUTO DATA PROCESSING | $4,115,000 | +21.0% | 23,352 | -4.2% | 0.78% | +7.1% |
| WMT | Buy | WAL-MART STORES INC | $4,111,000 | +5.7% | 28,519 | +2.6% | 0.78% | -6.4% |
| XLNX | Sell | XILINX INC | $3,917,000 | +33.5% | 27,630 | -1.8% | 0.75% | +18.2% |
| FDX | Buy | FEDEX CORPORATION | $3,897,000 | +16.1% | 15,009 | +12.5% | 0.74% | +2.8% |
| DUK | Sell | DUKE ENERGY CORPORATION | $3,766,000 | +1.4% | 41,127 | -2.0% | 0.72% | -10.4% |
| INTC | Sell | INTEL CORP | $3,602,000 | -11.5% | 72,299 | -8.0% | 0.69% | -21.7% |
| PG | Sell | PROCTER & GAMBLE CO | $3,581,000 | -1.8% | 25,739 | -1.9% | 0.68% | -13.1% |
| SBUX | Buy | STARBUCKS CORP | $3,502,000 | +25.7% | 32,732 | +0.9% | 0.67% | +11.3% |
| MS | Buy | MORGAN STANLEY | $3,387,000 | +66.1% | 49,430 | +17.2% | 0.65% | +47.2% |
| RMD | Sell | ROYAL CARIBBEAN CRUISES LTD | $3,197,000 | +7.9% | 20,426 | -20.8% | 0.61% | -4.4% |
| PKI | Buy | PERKINELMER INC | $3,062,000 | +17.4% | 21,336 | +2.6% | 0.58% | +3.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,881,000 | -4.5% | 8,117 | +3.1% | 0.55% | -15.5% |
| ORCL | Sell | ORACLE CORPORATION | $2,736,000 | +6.5% | 42,300 | -1.7% | 0.52% | -5.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,735,000 | +8.5% | 7,260 | +2.3% | 0.52% | -4.1% |
| XOM | Buy | EXXON MOBIL CORPORATION | $2,693,000 | +36.2% | 65,338 | +13.5% | 0.51% | +20.4% |
| OCFC | OCEANFIRST FINL CORP | $2,608,000 | +36.0% | 140,000 | 0.0% | 0.50% | +20.3% | |
| PLD | Buy | PROLOGICS INC. | $2,442,000 | +0.8% | 24,499 | +1.8% | 0.47% | -10.7% |
| CVX | Sell | CHEVRON CORP | $2,327,000 | +9.0% | 27,558 | -7.1% | 0.44% | -3.5% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TR | $2,326,000 | +24.1% | 5,538 | +0.1% | 0.44% | +9.7% |
| QQQ | New | INVESCO QQQ TR UNIT SER 1 | $2,255,000 | – | 7,187 | +100.0% | 0.43% | – |
| BA | Sell | BOEING CO | $2,206,000 | +23.2% | 10,305 | -4.8% | 0.42% | +9.1% |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF | $1,980,000 | +2.4% | 63,062 | +2.3% | 0.38% | -9.4% |
| SPIB | Buy | SPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORP BD ETF | $1,980,000 | +4.2% | 53,267 | +3.0% | 0.38% | -7.6% |
| CIEN | Buy | CIENA CORP | $1,979,000 | +64.6% | 37,446 | +23.7% | 0.38% | +45.6% |
| AES | Buy | AES CORP | $1,875,000 | +31.0% | 79,768 | +1.0% | 0.36% | +15.9% |
| COP | Buy | CONOCOPHILLIPS | $1,864,000 | +37.9% | 46,621 | +13.3% | 0.36% | +22.0% |
| MDLZ | Sell | MONDELEZ INTL INC CL A | $1,859,000 | -1.5% | 31,797 | -3.2% | 0.35% | -13.0% |
| T | Sell | AT & T INC | $1,829,000 | +0.1% | 63,598 | -0.7% | 0.35% | -11.4% |
| ENB | Sell | ENBRIDGE INC | $1,827,000 | -14.3% | 57,127 | -21.7% | 0.35% | -24.2% |
| FPL | Buy | NEXTERA ENERGY INC. | $1,770,000 | +20.8% | 22,945 | +334.7% | 0.34% | +6.6% |
| LECO | Sell | LINCOLN ELEC HLDGS INC | $1,677,000 | +19.9% | 14,425 | -5.1% | 0.32% | +6.3% |
| PNC | Sell | PNC FINANCIAL SERVICES | $1,648,000 | +35.2% | 11,058 | -0.3% | 0.31% | +19.4% |
| ABT | Sell | ABBOTT LABORATORIES | $1,628,000 | -2.2% | 14,868 | -2.8% | 0.31% | -13.6% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,613,000 | +1.7% | 26,003 | -1.1% | 0.31% | -9.9% |
| NUV | Buy | NUVEEN MUNICIPAL VALUE FUND INC | $1,559,000 | +17.6% | 140,436 | +12.9% | 0.30% | +3.8% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC. COM | $1,550,000 | +41.3% | 1,118 | +26.8% | 0.30% | +25.4% |
| MCD | Buy | MCDONALDS CORP | $1,515,000 | -0.1% | 7,058 | +2.2% | 0.29% | -11.6% |
| EMR | Sell | EMERSON ELECTRIC CO | $1,512,000 | +21.4% | 18,809 | -0.9% | 0.29% | +7.5% |
| CVS | Sell | CVS HEALTH CORP | $1,493,000 | +14.3% | 21,856 | -2.2% | 0.28% | +1.4% |
| Sell | ABBVIE INC COM | $1,443,000 | +21.9% | 13,470 | -0.3% | 0.28% | +7.8% | |
| IBM | Buy | INTL BUSINESS MACHINES | $1,410,000 | +6.1% | 11,202 | +2.6% | 0.27% | -5.9% |
| SYY | Sell | SYSCO CORPORATION | $1,318,000 | +16.7% | 17,752 | -2.2% | 0.25% | +3.3% |
| TFC | Sell | TRUIST FINANCIAL CORP | $1,236,000 | -21.0% | 25,778 | -37.3% | 0.24% | -30.0% |
| CTXS | Sell | CITRIX SYSTEMS INC | $1,229,000 | -6.8% | 9,450 | -1.3% | 0.23% | -17.6% |
| RTN | Sell | RAYTHEON COMPANY NEW | $1,173,000 | -31.1% | 16,403 | -44.5% | 0.22% | -39.0% |
| OSK | Buy | OSHKOSH CORP | $1,073,000 | +20.3% | 12,468 | +2.8% | 0.20% | +6.8% |
| AZO | Buy | AUTOZONE INC | $1,065,000 | +3.2% | 898 | +2.5% | 0.20% | -8.6% |
| BK | Sell | THE BANK OF NY MELLON CORP | $1,029,000 | +12.0% | 24,250 | -9.4% | 0.20% | -1.0% |
| GLW | Sell | CORNING INC | $1,019,000 | +10.0% | 28,312 | -0.9% | 0.19% | -3.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,000,000 | +30.4% | 3,792 | -0.7% | 0.19% | +15.8% |
| MTB | Sell | M & T BANK CORP | $966,000 | +31.6% | 7,592 | -4.7% | 0.18% | +16.5% |
| NOC | NORTHROP GRUMMAN CORP | $926,000 | -3.4% | 3,040 | 0.0% | 0.18% | -14.5% | |
| PSX | Buy | PHILLIPS 66 | $872,000 | +118.0% | 12,467 | +61.4% | 0.17% | +93.0% |
| Buy | 3M COMPANY | $843,000 | +11.5% | 4,822 | +2.1% | 0.16% | -1.2% | |
| NYF | Buy | ISHARES TR N Y MUNI BD ETF FD | $810,000 | +2.1% | 13,900 | +0.7% | 0.15% | -9.9% |
| KMX | Buy | CARMAX INC | $804,000 | +3.2% | 8,509 | +0.4% | 0.15% | -8.9% |
| CB | Sell | CHUBB LTD | $789,000 | +30.0% | 5,125 | -2.0% | 0.15% | +14.5% |
| COG | Buy | CABOT OIL & GAS CORP | $767,000 | +12.1% | 47,142 | +19.6% | 0.15% | -0.7% |
| EFA | Buy | ISHARES TR MSCI EAFE ETF | $755,000 | +14.9% | 10,350 | +0.2% | 0.14% | +1.4% |
| CAT | Sell | CATERPILLAR INC | $740,000 | +20.1% | 4,064 | -1.6% | 0.14% | +6.0% |
| AMGN | AMGEN INC COM | $700,000 | -9.6% | 3,045 | 0.0% | 0.13% | -20.4% | |
| ITW | ILLINOIS TOOL WORKS INC | $662,000 | +5.6% | 3,245 | 0.0% | 0.13% | -6.7% | |
| NSC | NORFOLK SOUTHERN CORP | $628,000 | +11.0% | 2,643 | 0.0% | 0.12% | -1.6% | |
| IJR | ISHARES TR CORE S&P SMALL-CAP ETF | $609,000 | +31.0% | 6,627 | 0.0% | 0.12% | +16.0% | |
| QCOM | Sell | QUALCOMM INC | $583,000 | +26.2% | 3,830 | -2.5% | 0.11% | +11.0% |
| PPL | Buy | PPL CORPORATION | $570,000 | +9.2% | 20,212 | +5.3% | 0.11% | -2.7% |
| LOW | LOWES COMPANIES INC | $563,000 | -3.3% | 3,509 | 0.0% | 0.11% | -14.4% | |
| GOOGL | ALPHABET INC CLASS A | $533,000 | +19.5% | 304 | 0.0% | 0.10% | +6.2% | |
| LEN | Buy | LENNAR CORP | $530,000 | -5.5% | 6,959 | +1.3% | 0.10% | -16.5% |
| JFBC | JEFFERSONVILLE BANCORP | $505,000 | +10.0% | 29,641 | 0.0% | 0.10% | -3.0% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $498,000 | -23.1% | 2,636 | -30.9% | 0.10% | -32.1% |
| SONO | SONOS INC | $474,000 | +54.4% | 20,250 | 0.0% | 0.09% | +36.4% | |
| TROW | New | T. ROWE PRICE GROUP INC | $466,000 | – | 3,075 | +100.0% | 0.09% | – |
| IYW | Buy | ISHARES US TECHNOLOGY ETF | $465,000 | +10.5% | 5,460 | +290.8% | 0.09% | -2.2% |
| CI | CIGNA CORP | $429,000 | +22.9% | 2,060 | 0.0% | 0.08% | +9.3% | |
| VLO | Buy | VALERO ENERGY CORP | $418,000 | +34.4% | 7,385 | +2.8% | 0.08% | +19.4% |
| KO | COCA COLA COMPANY | $420,000 | +11.1% | 7,655 | 0.0% | 0.08% | -1.2% | |
| BCPC | Sell | BALCHEM CORP | $414,000 | +10.1% | 3,593 | -6.8% | 0.08% | -2.5% |
| DD | Sell | DUPONT DE MEMOURS INC | $386,000 | +27.8% | 5,435 | -0.1% | 0.07% | +13.8% |
| CAH | CARDINAL HEALTH INC | $386,000 | +14.2% | 7,202 | 0.0% | 0.07% | +1.4% | |
| CSWI | CSW INDUSTRIALS INC | $371,000 | +44.9% | 3,312 | 0.0% | 0.07% | +29.1% | |
| KHC | Sell | THE KRAFT HEINZ CO | $368,000 | +13.9% | 10,615 | -1.5% | 0.07% | 0.0% |
| TD | TORONTO DOMINION BK | $368,000 | +22.3% | 6,514 | 0.0% | 0.07% | +7.7% | |
| IFF | Sell | INTL FLAVOR & FRAGRANCES | $364,000 | -12.3% | 3,340 | -1.5% | 0.07% | -22.5% |
| WMB | Sell | WILLIAMS COMPANIES | $355,000 | -8.7% | 17,727 | -10.5% | 0.07% | -19.0% |
| SUN | New | SUNOCO LP COM | $345,000 | – | 12,000 | +100.0% | 0.07% | – |
| USB | US BANCORP DEL NEW | $332,000 | +30.2% | 7,117 | 0.0% | 0.06% | +14.5% | |
| NEA | NUVEEN AMT FREE MUN INCOME FD | $332,000 | +5.4% | 22,000 | 0.0% | 0.06% | -7.4% | |
| EEM | Sell | ISHARES TR MSCI EMERGING MKTS INDEX FD | $329,000 | +16.3% | 6,362 | -0.9% | 0.06% | +3.3% |
| GE | New | GENERAL ELECTRIC COMPANY | $331,000 | – | 30,683 | +100.0% | 0.06% | – |
| ALB | ALBEMARLE CORP | $332,000 | +65.2% | 2,250 | 0.0% | 0.06% | +46.5% | |
| CMC | COMMERCIAL METALS CO | $326,000 | +2.8% | 15,855 | 0.0% | 0.06% | -8.8% | |
| BLL | New | BALL CORP | $326,000 | – | 3,500 | +100.0% | 0.06% | – |
| ATRI | New | ATRION CORP | $321,000 | – | 500 | +100.0% | 0.06% | – |
| RDSA | Buy | ROYAL DUTCH SHELL SPON ADR | $304,000 | +51.2% | 8,639 | +8.3% | 0.06% | +34.9% |
| MET | Sell | METLIFE INC | $305,000 | +23.0% | 6,502 | -2.5% | 0.06% | +9.4% |
| IGM | ISHARES NORTH AMERICAN TECH | $289,000 | +13.3% | 825 | 0.0% | 0.06% | 0.0% | |
| HAL | Sell | HALLIBURTON COMPANY | $265,000 | +38.7% | 14,030 | -11.5% | 0.05% | +24.4% |
| WBA | WALGREEN BOOTS ALLIANCE INC | $266,000 | +11.3% | 6,667 | 0.0% | 0.05% | 0.0% | |
| SPYG | New | SPDR PORTFILIO S&P 500 GROWTH | $263,000 | – | 4,756 | +100.0% | 0.05% | – |
| DOW | Buy | DOW INC | $261,000 | +20.3% | 4,702 | +2.0% | 0.05% | +6.4% |
| TSLA | New | TESLA MTRS INC | $261,000 | – | 370 | +100.0% | 0.05% | – |
| KMB | KIMBERLY-CLARK CORP | $256,000 | -8.9% | 1,900 | 0.0% | 0.05% | -19.7% | |
| LSI | LIFE STORAGE INC | $255,000 | +13.3% | 2,135 | 0.0% | 0.05% | +2.1% | |
| XLV | SPDR HEALTH CARE SELECT SECTOR TR | $245,000 | +7.5% | 2,160 | 0.0% | 0.05% | -4.1% | |
| MO | Sell | ALTRIA GROUP INC | $234,000 | +4.0% | 5,717 | -1.7% | 0.04% | -6.2% |
| BP | Sell | BP PLC ADR | $229,000 | +10.1% | 11,155 | -6.2% | 0.04% | -2.2% |
| MAS | MASCO CORP | $218,000 | -0.5% | 3,970 | 0.0% | 0.04% | -10.6% | |
| CL | New | COLGATE PALMOLIVE CO | $211,000 | – | 2,463 | +100.0% | 0.04% | – |
| SPYV | New | SPDR PORTFILIO S&P 500 VALUE | $206,000 | – | 5,994 | +100.0% | 0.04% | – |
| LYB | Sell | LYONDELLBASELL INDUSTRIES NV | $204,000 | +0.5% | 2,226 | -22.6% | 0.04% | -11.4% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETF | $202,000 | -18.2% | 588 | -90.3% | 0.04% | -26.4% |
| NVG | NUVEEN MUNICIPAL CREDIT INCOME FD | $176,000 | +7.3% | 10,500 | 0.0% | 0.03% | -2.9% | |
| NLY | New | ANNALY CAPITAL MANAGEMENT | $171,000 | – | 20,200 | +100.0% | 0.03% | – |
| NZF | NUVEEN MUNICIPAL CR INCOME FD | $169,000 | +9.7% | 10,500 | 0.0% | 0.03% | -3.0% | |
| NMZ | NUVEEN MUN HIGH INCOME OPP FD | $166,000 | +7.1% | 11,500 | 0.0% | 0.03% | -3.0% | |
| LUMN | New | LUMEN TECHNOLOGIES | $146,000 | – | 15,000 | +100.0% | 0.03% | – |
| MEN | BLACKROCK MUNIENHANCED FD INC | $137,000 | +6.2% | 11,400 | 0.0% | 0.03% | -7.1% | |
| BERK | BERKSHIRE BANCORP INC DEL COM | $130,000 | +15.0% | 13,048 | 0.0% | 0.02% | +4.2% | |
| AINV | New | APOLLO INVESTMENT GROUP | $133,000 | – | 12,500 | +100.0% | 0.02% | – |
| NRZ | New | NEW RESIDENTIAL INVT CORP | $112,000 | – | 11,300 | +100.0% | 0.02% | – |
| ECC | New | EAGLE POINT CREDIT CO LLC | $106,000 | – | 10,500 | +100.0% | 0.02% | – |
| TWO | New | TWO HARBORS INVESTMENT CORP | $79,000 | – | 12,350 | +100.0% | 0.02% | – |
| WDDD | New | WORLDS INC | $46,000 | – | 153,350 | +100.0% | 0.01% | – |
| ATHX | ATHERSYS INC | $39,000 | -11.4% | 22,500 | 0.0% | 0.01% | -22.2% | |
| WMNS | Exit | WESTMONT RES INC | $0 | – | -30,000 | -100.0% | 0.00% | – |
| CECBF | Cellcube Energy Storage Sys Inc Com | $1,000 | – | 15,000 | 0.0% | 0.00% | – | |
| ASPR | ADSOUTH PARTNERS INC (NV) | $0 | – | 10,001 | 0.0% | 0.00% | – | |
| Exit | GENERAL ELECTRIC COMPANY | $0 | – | -30,783 | -100.0% | -0.04% | – | |
| GSK | Exit | GLAXOSMITHKLINE PLC ADR | $0 | – | -5,583 | -100.0% | -0.04% | – |
| AFSIM | Exit | AMTRUST FINANCIAL SERVICES INC | $0 | – | -27,800 | -100.0% | -0.09% | – |
| Exit | INVESCO QQQ TR UNIT SER 1 | $0 | – | -6,355 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-15
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.