HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HV HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | Institutional Filer | ▼ 14.66% | $771.4M | 145 |
Current Portfolio Holdings
Showing all 145 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SERIES TRUST | — | 1.3M | $44.0M | 5.70% |
| 2 | LLY | Eli Lilly and Company | Healthcare | 43K | $39.4M | 5.11% |
| 3 | SPSB | SPDR SERIES TRUST | — | 1.2M | $35.0M | 4.54% |
| 4 | OBT | Orange County Bancorp, Inc. | Financial Services | 1.1M | $33.9M | 4.40% |
| 5 | NVDA | NVIDIA Corporation | Technology | 186K | $32.4M | 4.20% |
| 6 | ISRG | Intuitive Surgical, Inc. | Healthcare | 66K | $30.3M | 3.93% |
| 7 | MSFT | Microsoft Corporation | Technology | 68K | $25.1M | 3.25% |
| 8 | XLK | Technology Select Sector SPDR Fund | — | 189K | $25.1M | 3.25% |
| 9 | AAPL | Apple Inc. | Technology | 97K | $24.6M | 3.19% |
| 10 | GOOG | Alphabet Inc. | Technology | 77K | $22.1M | 2.86% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 80K | $16.6M | 2.16% |
| 12 | KLAC | KLA Corporation | Technology | 11K | $16.1M | 2.09% |
| 13 | CIEN | Ciena Corporation | Technology | 38K | $14.7M | 1.91% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 45K | $13.3M | 1.73% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 18K | $11.7M | 1.52% |
Showing 1 to 15 of 145 holdings