HUDSON VALLEY INVESTMENT ADVISORS INC /ADV - Q1 2022 holdings

$745 Million is the total value of HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's 214 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 30.9% .

 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$33,546,000
-10.4%
108,805
-2.3%
4.50%
-23.1%
SHY NewISHARES 1-3 YEAR TREASURY BOND$32,638,000391,577
+100.0%
4.38%
AAPL SellAPPLE, INC.$25,267,000
-4.0%
144,704
-2.4%
3.39%
-17.5%
OCBI BuyORANGE CNTY BANCORP INC$25,266,000
+1.5%
631,487
+0.6%
3.39%
-12.8%
ISRG SellINTUITIVE SURGICAL INC NEW$24,080,000
-17.1%
79,820
-1.2%
3.23%
-28.8%
IGSB NewISHARES 1-5 YEAR INVESTMENT GRAND CORP BOND$22,348,000432,097
+100.0%
3.00%
NewISHARES TR S&P US PFD STK INDE$19,506,000526,831
+100.0%
2.62%
IEI NewISHARES 3-7 YEAR TREASURY BOND$18,199,000149,115
+100.0%
2.44%
GOOG SellALPHABET INC CLASS C$16,688,000
-5.1%
5,975
-1.7%
2.24%
-18.4%
SPY BuySPDR S&P 500 ETF TR$16,367,000
+146.5%
36,239
+159.2%
2.20%
+111.8%
NVDA SellNVIDIA CORP$16,079,000
-15.3%
58,928
-8.8%
2.16%
-27.3%
LLY BuyELI LILLY & COMPANY$16,014,000
+3.8%
55,920
+0.1%
2.15%
-10.8%
TMO SellTHERMO FISHER SCIENTIFIC INC.$15,441,000
-16.9%
26,142
-6.1%
2.07%
-28.6%
HD SellTHE HOME DEPOT INC$14,885,000
-29.8%
49,728
-2.6%
2.00%
-39.7%
MDT SellMEDTRONIC PLC$14,266,000
+4.3%
128,579
-2.8%
1.92%
-10.4%
XLK NewSPDR SECTOR TECHNOLOGY ETF$11,782,00074,135
+100.0%
1.58%
ADBE SellADOBE SYSTEMS INC$11,536,000
-24.7%
25,319
-6.3%
1.55%
-35.4%
AMZN SellAMAZON COM INC$11,302,000
-2.7%
3,467
-0.5%
1.52%
-16.4%
UNH SellUNITED HEALTHCARE CORP$10,975,000
+0.4%
21,520
-1.2%
1.47%
-13.8%
JPM SellJP MORGAN CHASE & CO$10,773,000
-17.1%
79,027
-3.7%
1.45%
-28.7%
DHR SellDANAHER CORP$9,625,000
-12.3%
32,814
-1.7%
1.29%
-24.7%
BAC BuyBANKAMERICA CORP$8,868,000
-7.3%
215,130
+0.0%
1.19%
-20.4%
PEP SellPEPSICO INCORPORATED$8,246,000
-4.8%
49,266
-1.2%
1.11%
-18.2%
FB SellMETA PLATFORMS INC$7,768,000
-38.7%
34,934
-7.3%
1.04%
-47.4%
MMC SellMARSH & MCLENNAN CO INC$7,600,000
-8.2%
44,593
-6.4%
1.02%
-21.2%
CSX BuyC S X CORP$7,429,000
+9.4%
198,378
+9.8%
1.00%
-6.0%
XLV BuySPDR SECTOR HEALTH CARE ETF$7,270,000
+2291.4%
53,068
+2356.9%
0.98%
+1933.3%
AVGO SellBROADCOM LTD$7,259,000
-14.6%
11,528
-9.8%
0.98%
-26.6%
PFE SellPFIZER INCORPORATED$7,252,000
-14.4%
140,080
-2.4%
0.97%
-26.4%
XOM SellEXXON MOBIL CORPORATION$7,200,000
+31.8%
87,172
-2.4%
0.97%
+13.2%
CRM SellSALESFORCE COM$6,926,000
-19.8%
32,619
-4.0%
0.93%
-31.1%
DIS SellDISNEY WALT CO$6,053,000
-12.9%
44,132
-1.7%
0.81%
-25.2%
XLF NewSPDR SECTOR FINANCIAL ETF$6,046,000157,779
+100.0%
0.81%
VZ BuyVERIZON COMMUNICATIONS$6,022,000
-0.1%
118,208
+1.9%
0.81%
-14.2%
V SellVISA INC$5,940,000
-0.2%
26,785
-2.5%
0.80%
-14.2%
SPSB BuySPDR PORTFOLIO SHORT TERM CORPORATE BD ETF$5,882,000
+51.6%
195,227
+55.8%
0.79%
+30.1%
DUK BuyDUKE ENERGY CORPORATION$5,656,000
+32.6%
50,655
+24.5%
0.76%
+13.9%
ILMN SellILLUMINA INC$5,644,000
-11.0%
16,153
-3.1%
0.76%
-23.5%
FLOT NewISHARES FLOATING RATE BOND$5,497,000108,801
+100.0%
0.74%
MDY BuySPDR S&P MIDCAP 400 ETF TR$5,410,000
+144.5%
11,030
+158.1%
0.73%
+110.1%
AMD NewADVANCED MICRO DIVICES INC$5,331,00048,760
+100.0%
0.72%
SHW SellSHERWIN WILLIAMS CO$5,314,000
-32.0%
21,290
-4.1%
0.71%
-41.6%
AMT SellAMERN TOWER CORP CLASS A$5,268,000
-19.1%
20,970
-5.8%
0.71%
-30.5%
DG BuyDOLLAR GENERAL CORPORATION$5,237,000
+1.3%
23,523
+7.3%
0.70%
-13.0%
XLY NewSPDR SECTOR CONSUMER DISCRETIONARY ETF$5,090,00027,513
+100.0%
0.68%
PLD BuyPROLOGICS INC.$4,848,000
-2.8%
30,024
+1.3%
0.65%
-16.5%
CSCO BuyCISCO SYSTEMS INC$4,779,000
+13.5%
85,706
+29.0%
0.64%
-2.4%
MS SellMORGAN STANLEY$4,571,000
-13.1%
52,300
-2.4%
0.61%
-25.3%
EL SellESTEE LAUDER COMPANIES INC CL A$4,541,000
-34.9%
16,675
-11.5%
0.61%
-44.0%
XLI NewSPDR SECTOR INDUSTRIAL ETF$4,455,00043,257
+100.0%
0.60%
JNJ SellJOHNSON & JOHNSON$4,451,000
+2.1%
25,112
-1.5%
0.60%
-12.3%
HON SellHONEYWELL INTERNATIONAL$4,448,000
-11.1%
22,860
-4.8%
0.60%
-23.8%
XLC NewSPDR SECTOR COMMUNICATION SERVICES ETF$4,428,00064,372
+100.0%
0.60%
FDX SellFEDEX CORPORATION$4,269,000
-13.3%
18,448
-3.1%
0.57%
-25.5%
WBS NewWEBSTER FINL CORP$4,029,00071,798
+100.0%
0.54%
NKE SellNIKE INC CLASS B$3,914,000
-38.0%
29,086
-23.2%
0.53%
-46.7%
PKI SellPERKINELMER INC$3,883,000
-14.6%
22,255
-1.6%
0.52%
-26.7%
MINT NewPIMCO ETF ENHANCED SHORT FD$3,841,00038,344
+100.0%
0.52%
CIEN BuyCIENA CORP$3,802,000
-19.4%
62,710
+2.3%
0.51%
-30.7%
ADP SellAUTO DATA PROCESSING$3,796,000
-16.0%
16,681
-9.0%
0.51%
-27.9%
CMCSA SellCOMCAST CORP NEW CL A$3,774,000
-28.2%
80,604
-22.8%
0.51%
-38.3%
CVX SellCHEVRON CORP$3,767,000
+33.4%
23,136
-3.8%
0.51%
+14.7%
SLY NewSPDR S&P 600 SMALL CAP ETF$3,604,00038,501
+100.0%
0.48%
SBUX SellSTARBUCKS CORP$3,333,000
-25.8%
36,638
-4.6%
0.45%
-36.2%
WMT SellWAL-MART STORES INC$3,332,000
+1.9%
22,376
-1.0%
0.45%
-12.5%
AXP SellAMERICAN EXPRESS CORP$3,201,000
+11.8%
17,119
-2.1%
0.43%
-3.8%
COP SellCONOCOPHILLIPS$3,083,000
+20.8%
30,834
-12.8%
0.41%
+3.8%
XLE NewSPDR SECTOR ENERGY ETF$3,078,00040,265
+100.0%
0.41%
XLP NewSPDR SECTOR CONSUMER STAPLES ETF$2,964,00039,057
+100.0%
0.40%
BuyABBVIE INC COM$2,919,000
+96.7%
18,007
+64.3%
0.39%
+69.0%
MRK SellMERCK & CO INC$2,851,000
+2.0%
34,743
-4.7%
0.38%
-12.4%
NewINTEL CORP$2,847,00057,436
+100.0%
0.38%
COST SellCOSTCO WHSL CORP NEW$2,807,000
-11.0%
4,875
-12.2%
0.38%
-23.5%
ENB BuyENBRIDGE INC$2,776,000
+22.9%
60,245
+4.4%
0.37%
+5.7%
ORCL BuyORACLE CORPORATION$2,747,000
-4.9%
33,202
+0.2%
0.37%
-18.4%
PG SellPROCTER & GAMBLE CO$2,674,000
-8.6%
17,499
-2.2%
0.36%
-21.4%
RMD  RESMED INC$2,668,000
-6.9%
11,0000.0%0.36%
-20.1%
AZO BuyAUTOZONE INC$2,593,000
+24.4%
1,268
+27.6%
0.35%
+6.7%
MCD BuyMCDONALDS CORP$2,568,000
+82.8%
10,384
+98.1%
0.34%
+56.8%
AES BuyAES CORP$2,342,000
+8.9%
91,009
+2.9%
0.32%
-6.2%
MDLZ NewMODELEZ INTERANTIONAL INC$2,332,00037,152
+100.0%
0.31%
CMG BuyCHIPOTLE MEXICAN GRILL INC. COM$2,183,000
-6.2%
1,380
+3.7%
0.29%
-19.5%
LECO BuyLINCOLN ELEC HLDGS INC$2,078,000
+0.9%
15,082
+2.2%
0.28%
-13.4%
COG BuyCOTERRA ENERGY INC$1,989,000
+47.1%
73,735
+3.6%
0.27%
+26.5%
CVS BuyCVS HEALTH CORP$1,958,000
+3.8%
19,345
+5.8%
0.26%
-10.8%
SYY BuySYSCO CORPORATION$1,838,000
+86.6%
22,513
+79.6%
0.25%
+60.4%
EMR SellEMERSON ELECTRIC CO$1,706,000
+4.3%
17,397
-1.2%
0.23%
-10.5%
SellINVESCO QQQ TR UNIT SER 1$1,688,000
-9.8%
4,657
-1.0%
0.23%
-22.3%
XLU NewSPDR SELECT SECTOR UTILITIES$1,660,00022,293
+100.0%
0.22%
IBM BuyINTL BUSINESS MACHINES$1,637,000
+7.1%
12,590
+10.1%
0.22%
-7.9%
NVG BuyNUVEEN AMT FREE MUNICIPAL CREDIT INCOME FD$1,630,000
+767.0%
20,424
+94.5%
0.22%
+655.2%
BMY SellBRISTOL-MYERS SQUIBB CO$1,625,000
+14.0%
22,253
-2.7%
0.22%
-2.2%
NUV SellNUVEEN MUNICIPAL VALUE FUND INC$1,579,000
-9.1%
164,861
-1.6%
0.21%
-22.1%
T BuyAT & T INC$1,532,000
+37.0%
64,843
+42.7%
0.21%
+17.7%
SPG BuySIMON PROPERTY GROUP INC$1,526,000
+18.5%
11,599
+43.9%
0.20%
+2.0%
BA SellBOEING CO$1,510,000
-5.6%
7,885
-0.8%
0.20%
-18.8%
LMT SellLOCKHEED MARTIN CORP$1,469,000
+4.0%
3,327
-16.3%
0.20%
-10.9%
ABT  ABBOTT LABORATORIES$1,444,000
-15.9%
12,1980.0%0.19%
-27.6%
RTN BuyRAYTHEON COMPANY NEW$1,361,000
+31.6%
13,733
+14.3%
0.18%
+13.0%
URI NewUNITED RENTALS INC$1,348,0003,796
+100.0%
0.18%
OSK SellOSHKOSH CORP$1,317,000
-12.7%
13,084
-2.2%
0.18%
-25.0%
DVN NewDEVON ENERGY CORP$1,290,00021,813
+100.0%
0.17%
FPL SellNEXTERA ENERGY INC.$1,270,000
-13.3%
14,993
-4.5%
0.17%
-25.3%
NOC BuyNORTHROP GRUMMAN CORP$1,234,000
+19.6%
2,760
+3.6%
0.17%
+3.1%
KLAC NewK L A TENCOR CORP$1,192,0003,256
+100.0%
0.16%
WY NewWEYERHAEUSER CO$1,185,00031,262
+100.0%
0.16%
SLB NewSCHLUMBERGER LTD$1,182,00028,604
+100.0%
0.16%
LUV SellSOUTHWEST AIRLINES CO$1,128,000
+6.2%
24,625
-0.7%
0.15%
-9.0%
FLR NewFLUOR CORPORATION$1,093,00038,084
+100.0%
0.15%
BK SellTHE BANK OF NY MELLON CORP$1,030,000
-17.3%
20,745
-3.2%
0.14%
-29.2%
RCL SellROYAL CARIBBEAN CRUISES LTD$999,000
-3.9%
11,919
-11.9%
0.13%
-17.8%
LEN BuyLENNAR CORP$984,000
+14.6%
12,122
+64.0%
0.13%
-1.5%
GS SellGOLDMAN SACHS GROUP INC$948,000
-14.4%
2,872
-0.9%
0.13%
-26.6%
GOOGL BuyALPHABET INC CLASS A$926,000
+3.5%
333
+7.8%
0.12%
-11.4%
SPIB BuySPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORP BD ETF$903,000
-1.8%
26,455
+4.0%
0.12%
-16.0%
GLW SellCORNING INC$884,000
-3.3%
23,962
-2.4%
0.12%
-16.8%
CAT SellCATERPILLAR INC$881,000
+6.4%
3,956
-1.2%
0.12%
-8.5%
KMX SellCARMAX INC$839,000
-26.0%
8,697
-0.1%
0.11%
-36.2%
CB SellCHUBB LIMITED$830,000
+4.7%
3,881
-5.4%
0.11%
-10.5%
GTLS NewCHART INDUSTRIES INC$796,0004,632
+100.0%
0.11%
SPSM BuySPDR PORTFOLIO S&P 600 SMALL CAP ETF$792,000
+1.9%
18,824
+8.3%
0.11%
-12.4%
IJR BuyISHARES TR CORE S&P SMALL-CAP ETF$790,0000.0%7,324
+6.1%
0.11%
-13.8%
PSX SellPHILLIPS 66$757,000
-0.7%
8,760
-16.7%
0.10%
-14.3%
CTXS  CITRIX SYSTEMS INC$726,000
+6.6%
7,2000.0%0.10%
-7.5%
QCOM BuyQUALCOMM INC$727,000
+17.6%
4,756
+40.7%
0.10%
+1.0%
TFC SellTRUIST FINANCIAL CORP$720,000
-7.3%
12,695
-4.3%
0.10%
-19.8%
JFBC  JEFFERSONVILLE BANCORP$717,000
+4.8%
31,0940.0%0.10%
-10.3%
NSC  NORFOLK SOUTHERN CORP$677,000
-4.1%
2,3730.0%0.09%
-17.3%
MGA SellMAGNA INTERNATIONAL INC$677,000
-24.4%
10,525
-4.9%
0.09%
-35.0%
ITW  ILLINOIS TOOL WORKS INC$672,000
-15.2%
3,2100.0%0.09%
-27.4%
EFA BuyISHARES TR MSCI EAFE ETF$671,000
-6.2%
9,115
+0.3%
0.09%
-19.6%
MTB SellM & T BANK CORP$659,000
+0.2%
3,885
-9.3%
0.09%
-13.6%
CMC  COMMERCIAL METALS CO$641,000
+14.7%
15,4100.0%0.09%
-1.1%
AMGN SellAMGEN INC COM$594,000
+6.3%
2,455
-1.2%
0.08%
-8.0%
VLO SellVALERO ENERGY CORP$579,000
+32.2%
5,705
-2.1%
0.08%
+14.7%
IFF SellINTL FLAVOR & FRAGRANCES$557,000
-13.4%
4,244
-0.5%
0.08%
-25.7%
SPYG BuySPDR PORTFILIO S&P 500 GROWTH$543,000
+8.4%
8,194
+18.6%
0.07%
-6.4%
LHX BuyL3HARRIS TECHNOLOGIES INC$531,000
+18.5%
2,137
+1.7%
0.07%
+1.4%
IYW  ISHARES US TECHNOLOGY ETF$511,000
-10.4%
4,9600.0%0.07%
-22.5%
PPL SellPPL CORPORATION$510,000
-8.1%
17,870
-3.1%
0.07%
-21.8%
BCPC BuyBALCHEM CORP$500,000
-16.0%
3,658
+3.7%
0.07%
-28.0%
AEP SellAMERICAN ELECTICAL POWER COMPANY INC$502,000
-14.2%
5,029
-23.5%
0.07%
-26.4%
ALB  ALBEMARLE CORP$498,000
-5.3%
2,2500.0%0.07%
-18.3%
CMS SellCMS ENERGY CORP$490,000
-15.7%
7,013
-21.4%
0.07%
-27.5%
SUN  SUNOCO LP COM$490,0000.0%12,0000.0%0.07%
-14.3%
DTE SellD T E ENERGY COMPANY$487,000
-15.7%
3,683
-23.9%
0.06%
-27.8%
PEG SellPUBLIC SERVICE ENTERPRISE GROUP INC$474,000
-21.5%
6,770
-25.2%
0.06%
-31.9%
PNC SellPNC FINANCIAL SERVICES$475,000
-68.7%
2,573
-66.0%
0.06%
-73.0%
WMB SellWILLIAMS COMPANIES$469,000
+27.1%
14,052
-0.8%
0.06%
+8.6%
UTL SellUNITIL CORP$460,000
-12.9%
9,225
-19.6%
0.06%
-25.3%
PNW SellPINNACLE WEST CAPITAL$463,000
-8.0%
5,932
-16.8%
0.06%
-21.5%
BX NewBLACKSTONE GROUP LP$456,0003,596
+100.0%
0.06%
OGE SellOGE ENERGY CORP$457,000
-23.3%
11,204
-27.9%
0.06%
-34.4%
LSI  LIFE STORAGE INC$450,000
-8.2%
3,2020.0%0.06%
-22.1%
KO SellCOCA COLA COMPANY$445,000
+2.5%
7,178
-2.0%
0.06%
-11.8%
LNT SellALLIANT ENERGY CORP$447,000
-22.5%
7,152
-23.9%
0.06%
-33.3%
TROW SellT. ROWE PRICE GROUP INC$450,000
-24.4%
2,975
-1.7%
0.06%
-35.5%
CI SellCIGNA CORP$446,000
+3.5%
1,860
-1.0%
0.06%
-10.4%
XEL SellXCEL ENERGY INC$436,000
-18.0%
6,046
-23.1%
0.06%
-28.9%
IVV NewISHARES CORE S&P 500$423,000933
+100.0%
0.06%
SPMD BuySPDR PORTFOLIO S&P 400 MID CAP ETF$401,000
+1.3%
8,512
+6.8%
0.05%
-12.9%
LOW SellLOWES COMPANIES INC$402,000
-22.7%
1,990
-1.0%
0.05%
-33.3%
SPYV BuySPDR PORTFILIO S&P 500 VALUE$394,000
+7.4%
9,433
+7.8%
0.05%
-7.0%
NewGENERAL ELECTRIC COMPANY$396,0004,326
+100.0%
0.05%
SPEM BuySPDR PORTFOLIO EMERGING MARKETS ETF$382,000
-6.8%
9,878
+0.0%
0.05%
-20.3%
CSWI  CSW INDUSTRIALS INC$378,000
-2.6%
3,2120.0%0.05%
-16.4%
MET  METLIFE INC$381,000
+12.4%
5,4260.0%0.05%
-3.8%
Sell3M COMPANY$376,000
-52.5%
2,524
-43.4%
0.05%
-59.7%
CAH SellCARDINAL HEALTH INC$360,000
+7.5%
6,351
-2.3%
0.05%
-7.7%
IRM  IRON MOUNTAIN INC$355,000
+6.0%
6,4000.0%0.05%
-7.7%
ATRI  ATRION CORP$356,000
+1.1%
5000.0%0.05%
-12.7%
KHC SellTHE KRAFT HEINZ CO$346,000
+6.8%
8,776
-2.7%
0.05%
-9.8%
HAL NewHALLIBURTON CO$331,0008,730
+100.0%
0.04%
NewSHELL PLC ADR$317,0005,780
+100.0%
0.04%
TD BuyTORONTO DOMINION BK$316,000
+4.3%
3,981
+0.6%
0.04%
-10.6%
IGM NewISHARES NORTH AMERICAN TECH$315,000810
+100.0%
0.04%
BLL  BALL CORP$315,000
-6.5%
3,5000.0%0.04%
-20.8%
SPDW SellSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$309,000
-6.4%
9,007
-0.4%
0.04%
-21.2%
WBA  WALGREEN BOOTS ALLIANCE INC$304,000
-14.4%
6,7970.0%0.04%
-25.5%
BP  BP PLC ADR$299,000
+10.3%
10,1820.0%0.04%
-4.8%
DOW SellDOW INC$301,000
+12.3%
4,722
-0.2%
0.04%
-4.8%
SONO  SONOS INC$289,000
-5.2%
10,2500.0%0.04%
-18.8%
NEA  NUVEEN AMT FREE MUN INCOME FD$289,000
-15.7%
22,0000.0%0.04%
-27.8%
SCHW BuyCHARLES SCHWAB CORP$284,000
+18.3%
3,369
+18.2%
0.04%0.0%
IVW NewISHARES TR S&P 500 GROWTH$285,0003,736
+100.0%
0.04%
EEM BuyISHARES TR MSCI EMERGING MKTS INDEX FD$266,000
-5.7%
5,901
+2.3%
0.04%
-18.2%
HSY  THE HERSHEY CO$252,000
+12.0%
1,1640.0%0.03%
-2.9%
ED  CONSOLIDATED EDISON INC$239,000
+11.2%
2,5210.0%0.03%
-5.9%
LRCX NewLAM RESEARCH CORPORATION$240,000446
+100.0%
0.03%
PCEF  INVESCO EX TR FD TR II CEF INCOME COM$227,000
-8.8%
10,3040.0%0.03%
-23.1%
BXMT  BLACKROCK MORTGAGE TRUST INC$221,000
+3.8%
6,9500.0%0.03%
-9.1%
F NewFORD MOTOR COMPANY$216,00012,772
+100.0%
0.03%
EOG NewEOG RESOURCES INC$217,0001,822
+100.0%
0.03%
UNIT NewUNITI CORP$205,00014,900
+100.0%
0.03%
UNP NewUNION PACIFIC CORP$207,000758
+100.0%
0.03%
UPS SellUNTIED PARCEL SERVICE INC$209,000
-2.3%
975
-2.5%
0.03%
-15.2%
LUMN  LUMEN TECHNOLOGIES$169,000
-10.1%
15,0000.0%0.02%
-20.7%
AINV  APOLLO INVESTMENT GROUP$165,000
+3.1%
12,5000.0%0.02%
-12.0%
NZF  NUVEEN MUNICIPAL CR INCOME FD$153,000
-15.0%
10,5000.0%0.02%
-25.0%
NLY  ANNALY CAPITAL MANAGEMENT$156,000
-10.3%
22,2000.0%0.02%
-22.2%
NRZ  NEW RESIDENTIAL INVT CORP$152,000
+2.7%
13,8000.0%0.02%
-13.0%
NMZ  NUVEEN MUN HIGH INCOME OPP FD$150,000
-13.8%
11,5000.0%0.02%
-25.9%
ECC  EAGLE POINT CREDIT CO LLC$138,000
-6.1%
10,5000.0%0.02%
-17.4%
AGNC  AGNC INVESTMENT CORP$131,000
-12.7%
10,0000.0%0.02%
-21.7%
BERK  BERKSHIRE BANCORP INC DEL COM$124,000
+5.1%
10,8160.0%0.02%
-5.6%
TWO  TWO HARBORS INVESTMENT CORP$85,000
-4.5%
15,3500.0%0.01%
-21.4%
PLG  PLATINUM GROUP METALS LTD$28,000
+33.3%
13,1500.0%0.00%
+33.3%
NewROLLS-ROYCE HOLDINGS PLC$22,00016,797
+100.0%
0.00%
ATHX  ATHERSYS INC$14,000
-30.0%
22,5000.0%0.00%
-33.3%
ASPR  ADSOUTH PARTNERS INC (NV)$010,0010.0%0.00%
 G6 MATERIALS CORPORATION$1,0000.0%16,9000.0%0.00%
 SALTBAE CAPITAL CORP$015,0000.0%0.00%
CL ExitCOLGATE-PALMOLIVE CO$0-2,613
-100.0%
-0.04%
KMB ExitKIMBERLY-CLARK CORP$0-1,675
-100.0%
-0.04%
JCI ExitJOHNSON CONTROLS INTERNATIONAL PLC$0-2,972
-100.0%
-0.04%
MAS ExitMASCO CORP$0-3,670
-100.0%
-0.04%
RDSA ExitROYAL DUTCH SHELL SPON ADR$0-6,130
-100.0%
-0.04%
VWO ExitVANGUARD EMERGING MARKETS ETF$0-5,605
-100.0%
-0.04%
TAP ExitMOLSON COORS BREWING CO$0-7,191
-100.0%
-0.05%
TSLA ExitTESLA MTRS INC$0-317
-100.0%
-0.05%
GE ExitGENERAL ELECTRIC COMPANY$0-4,326
-100.0%
-0.06%
VEA ExitVANGUARD FTSE DEVELOPED MARKETS ETF$0-8,650
-100.0%
-0.07%
VIOO ExitVANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD$0-4,075
-100.0%
-0.13%
NYF ExitISHARES NEW YORK MUNI BOND$0-18,450
-100.0%
-0.17%
MRNA ExitMODERNA INC$0-27,881
-100.0%
-0.29%
INTC ExitINTEL CORP$0-58,866
-100.0%
-0.47%
STL ExitSTERLING BANCORP DEL COM$0-171,756
-100.0%
-0.69%
XLNX ExitXILINX INC$0-29,028
-100.0%
-0.96%
PFF ExitISHARES TR S&P US PFD STK INDE$0-511,011
-100.0%
-3.15%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-04-20
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ORANGE COUNTY BANCORP INC COM42Q3 20237.5%
MICROSOFT CORP42Q3 20236.2%
THE HOME DEPOT INC42Q3 20233.6%
THERMO FISHER SCIENTIFIC INC.42Q3 20233.2%
APPLE, INC.42Q3 20234.3%
JOHNSON & JOHNSON42Q3 20234.2%
JP MORGAN CHASE & CO42Q3 20232.7%
EXXON MOBIL CORPORATION42Q3 20234.0%
PEPSICO INCORPORATED42Q3 20232.3%
ELI LILLY & COMPANY42Q3 20233.9%

View HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-12
13F-HR2023-10-27
13F-HR2023-07-17
13F-HR2023-04-06
13F-HR2023-02-01
13F-HR2022-10-11
13F-HR2022-07-18
13F-HR2022-04-20
13F-HR2022-01-24
13F-HR2021-10-26

View HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (744612000.0 != 744615000.0)

Export HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's holdings