$640 Million is the total value of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 190 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ENZC | Exit | ENZOLYTICS INC | $0 | – | -95,000 | -100.0% | -0.00% | – |
MEN | Exit | BLACKROCK MUNIENHANCED FD INC | $0 | – | -6,950 | -100.0% | -0.04% | – |
USB | Exit | US BANCORP DEL NEW | $0 | – | -3,650 | -100.0% | -0.04% | – |
IGM | Exit | ISHARES NORTH AMERICAN TECH | $0 | – | -810 | -100.0% | -0.06% | – |
MDLZ | Exit | MONDELEZ INTL INC CL A | $0 | – | -33,204 | -100.0% | -0.33% | – |
OCFC | Exit | OCEANFIRST FINL CORP | $0 | – | -140,000 | -100.0% | -0.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-24
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.