$583 Million is the total value of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 187 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CECBF | Exit | Cellcube Energy Storage Sys Inc Com | $0 | – | -15,000 | -100.0% | 0.00% | – |
| WDDD | Exit | WORLDS INC | $0 | – | -120,000 | -100.0% | -0.00% | – |
| WFC | Exit | WELLS FARGO & CO. | $0 | – | -4,465 | -100.0% | -0.04% | – |
| CL | Exit | COLGATE-PALMOLIVE CO | $0 | – | -2,463 | -100.0% | -0.04% | – |
| UPS | Exit | UNITED PARCEL SERVICE INC | $0 | – | -975 | -100.0% | -0.04% | – |
| HSY | Exit | THE HERSHEY COMPANY | $0 | – | -1,164 | -100.0% | -0.04% | – |
| HAL | Exit | HALLIBURTON COMPANY | $0 | – | -8,930 | -100.0% | -0.04% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,969 | -100.0% | -0.04% | – |
| VOO | Exit | VANGUARD INDEX FD S&P 500 ETF | $0 | – | -588 | -100.0% | -0.04% | – |
| QQQ | Exit | INVESCO QQQ TR UNIT SER 1 | $0 | – | -4,677 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-26
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.