Hudson-Valley-Investment-Advisors-Inc-Adv

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OSK",
  "NVG",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "NMZ",
  "T",
  "CAT",
  "AVGO",
  "ABR",
  "COF",
  "DUK",
  "NUV",
  "RC",
  "ECC",
  "HON",
  "HD",
  "BRSP",
  "MCD",
  "QCOM",
  "ISRG",
  "HUBB",
  "ITW",
  "EMR",
  "META",
  "IVW",
  "PANL",
  null,
  "RA",
  "MMC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  "BX",
  "IJR",
  "KLAC",
  "ORCL",
  "NOC",
  null,
  "PEP",
  "PNC",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  null,
  "SHW",
  "SLB",
  "RTX",
  null,
  null,
  "RITM",
  null,
  "SPYG",
  "BP",
  "AMT",
  null,
  null,
  "IBM",
  "SBUX",
  "CI",
  "TMO",
  "AGNC",
  "SCHW",
  "SUN",
  null,
  null,
  "XLB",
  "WY",
  null,
  null,
  "RMD",
  null,
  null,
  "LECO",
  "AMCR",
  "AFL",
  "APH",
  "AMD",
  "GNRC",
  "PLG",
  "CAH",
  "BKR",
  "AMZN",
  "NEA",
  null,
  null,
  "V",
  "WMT",
  "WBA",
  "WBS",
  null,
  "OBT",
  "FLR",
  "NSC",
  "NZF",
  "SO",
  "SJM",
  "TRMB",
  "PPL",
  "PSX",
  "CRM",
  "SYY",
  "GEV",
  "SPYV",
  "EXR",
  "GWW",
  "NUE",
  "ADP",
  "AZO",
  "BCPC",
  "BAC",
  "BK",
  "BA",
  "OWL",
  "BMY",
  "CBRE",
  "CVX",
  "GTLS",
  "CIEN",
  "CB",
  "CMG",
  "CSCO",
  "KO",
  "CMCSA",
  "CMC",
  "COP",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CVS",
  "CSX",
  "CSWI",
  "DHR",
  "DVN",
  "DLR",
  "NEE",
  "NKE",
  "QQQ",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "XLK",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 169
Total Value: 837131704
Accession Number: 0001062993-25-007341
Form Type: 13F-HR
CIK: hudson-valley-investment-advisors-inc-adv
Manager Name: Hudson-Valley-Investment-Advisors-Inc-Adv

Data Enrichment

88% identified

149 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

169 positions • $837.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A375

Shares:1.3M

Value:$41.7M

% of Portfolio:5.0% ($41.7M/$837.1M)

ELI LILLY & Co

LLY|532457108

Shares:48.2K

Value:$39.8M

% of Portfolio:4.8% ($39.8M/$837.1M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:68.5K

Value:$33.9M

% of Portfolio:4.1% ($33.9M/$837.1M)

78464A474

Shares:1.1M

Value:$33.1M

% of Portfolio:4.0% ($33.1M/$837.1M)

MICROSOFT CORP

MSFT|594918104

Shares:88.1K

Value:$33.1M

% of Portfolio:4.0% ($33.1M/$837.1M)

NVIDIA CORP

NVDA|67066G104

Shares:289.1K

Value:$31.3M

% of Portfolio:3.7% ($31.3M/$837.1M)

Apple Inc.

AAPL|037833100

Shares:126.4K

Value:$28.1M

% of Portfolio:3.4% ($28.1M/$837.1M)

Orange County Bancorp, Inc. /DE/

OBT|68417L107

Shares:1.2M

Value:$27.6M

% of Portfolio:3.3% ($27.6M/$837.1M)

AMAZON COM INC

AMZN|023135106

Shares:101.7K

Value:$19.3M

% of Portfolio:2.3% ($19.3M/$837.1M)

81369Y803

XLK|81369Y803

Shares:93.2K

Value:$19.3M

% of Portfolio:2.3% ($19.3M/$837.1M)

Alphabet Inc.

GOOG|02079K107

Shares:113.0K

Value:$17.6M

% of Portfolio:2.1% ($17.6M/$837.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:69.6K

Value:$17.1M

% of Portfolio:2.0% ($17.1M/$837.1M)

KLA CORP

KLAC|482480100

Shares:20.6K

Value:$14.0M

% of Portfolio:1.7% ($14.0M/$837.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:24.7K

Value:$12.9M

% of Portfolio:1.5% ($12.9M/$837.1M)

VISA INC.

V|92826C839

Shares:36.8K

Value:$12.9M

% of Portfolio:1.5% ($12.9M/$837.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:104.6K

Value:$12.4M

% of Portfolio:1.5% ($12.4M/$837.1M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:45.8K

Value:$12.3M

% of Portfolio:1.5% ($12.3M/$837.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:21.2K

Value:$11.9M

% of Portfolio:1.4% ($11.9M/$837.1M)

Meta Platforms, Inc.

META|30303M102

Shares:20.6K

Value:$11.9M

% of Portfolio:1.4% ($11.9M/$837.1M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:48.4K

Value:$11.8M

% of Portfolio:1.4% ($11.8M/$837.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A375)✕	1.3M	QoQ +1.56% (+19.4K) YoY +31.51% (+300.6K)	All Managers (Combined)	$41.7M	5.0% ($41.7M/$837.1M)	QoQ +3.05% (+$1.2M) YoY +33.73% (+$10.5M)
ELI LILLY & Co(LLYcusip532457108)	48.2K	QoQ -0.12% (-59) YoY -6.26% (-3.2K)	All Managers (Combined)	$39.8M	4.8% ($39.8M/$837.1M)	QoQ +6.85% (-$2.6M) YoY -0.48% (-$194.4K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	68.5K	QoQ -2.61% (-1.8K) YoY -4.44% (-3.2K)	All Managers (Combined)	$33.9M	4.1% ($33.9M/$837.1M)	QoQ -7.59% (-$2.8M) YoY +18.58% (-$5.3M)
(cusip78464A474)✕	1.1M	QoQ +4.94% (+51.9K) YoY +70.56% (+455.2K)	All Managers (Combined)	$33.1M	4.0% ($33.1M/$837.1M)	QoQ +5.78% (+$1.8M) YoY +72.45% (+$13.9M)
MICROSOFT CORP(MSFTcusip594918104)	88.1K	QoQ -0.17% (-158) YoY -6.28% (-5.9K)	All Managers (Combined)	$33.1M	4.0% ($33.1M/$837.1M)	QoQ -11.09% (-$4.1M) YoY -16.38% (-$6.5M)
NVIDIA CORP(NVDAcusip67066G104)	289.1K	QoQ -3.25% (-9.7K) YoY +660.93% (-251.1K)	All Managers (Combined)	$31.3M	3.7% ($31.3M/$837.1M)	QoQ -21.91% (-$8.8M) YoY -8.72% (-$3.0M)
Apple Inc.(AAPLcusip037833100)	126.4K	QoQ -1.18% (-1.5K) YoY -6.45% (-8.7K)	All Managers (Combined)	$28.1M	3.4% ($28.1M/$837.1M)	QoQ -12.34% (-$4.0M) YoY +21.17% (-$4.9M)
Orange County Bancorp, Inc. /DE/(OBTcusip68417L107)	1.2M	QoQ +95.77% (-576.7K) YoY +95.74% (-576.6K)	All Managers (Combined)	$27.6M	3.3% ($27.6M/$837.1M)	QoQ -17.59% (-$5.9M) YoY -0.47% (-$130.2K)
AMAZON COM INC(AMZNcusip023135106)	101.7K	QoQ +5.97% (-5.7K) YoY +16.78% (+14.6K)	All Managers (Combined)	$19.3M	2.3% ($19.3M/$837.1M)	QoQ -8.09% (-$1.7M) YoY +23.17% (+$3.6M)
(XLKcusip81369Y803)	93.2K	QoQ +2.44% (-2.2K) YoY -0.77% (-729)	All Managers (Combined)	$19.3M	2.3% ($19.3M/$837.1M)	QoQ -9.02% (-$1.9M) YoY -1.62% (-$318.7K)
Alphabet Inc.(GOOGcusip02079K107)	113.0K	QoQ -0.51% (-586) YoY +2.06% (+2.3K)	All Managers (Combined)	$17.6M	2.1% ($17.6M/$837.1M)	QoQ -18.38% (-$4.0M) YoY +4.72% (+$796.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	69.6K	QoQ -4.05% (-2.9K) YoY -21.25% (-18.8K)	All Managers (Combined)	$17.1M	2.0% ($17.1M/$837.1M)	QoQ -1.81% (-$315.4K) YoY -3.56% (-$630.5K)
KLA CORP(KLACcusip482480100)	20.6K	QoQ -2.68% (-570) YoY +17.50% (+3.1K)	All Managers (Combined)	$14.0M	1.7% ($14.0M/$837.1M)	QoQ +4.98% (-$665.9K) YoY +14.34% (+$1.8M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	24.7K	QoQ -5.93% (-1.6K) YoY +31.29% (+5.9K)	All Managers (Combined)	$12.9M	1.5% ($12.9M/$837.1M)	QoQ -2.62% (-$348.4K) YoY +38.98% (+$3.6M)
VISA INC.(Vcusip92826C839)	36.8K	QoQ -2.91% (-1.1K) YoY -5.16% (-2.0K)	All Managers (Combined)	$12.9M	1.5% ($12.9M/$837.1M)	QoQ +7.65% (-$918.3K) YoY +19.09% (-$2.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	104.6K	QoQ +1.02% (+1.1K) YoY -9.93% (-11.5K)	All Managers (Combined)	$12.4M	1.5% ($12.4M/$837.1M)	QoQ +11.69% (+$1.3M) YoY -7.84% (-$1.1M)
AMERICAN EXPRESS CO(AXPcusip025816109)	45.8K	QoQ +0.28% (-132) YoY -10.64% (-5.5K)	All Managers (Combined)	$12.3M	1.5% ($12.3M/$837.1M)	QoQ -9.08% (-$1.2M) YoY +5.58% (-$651.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	21.2K	QoQ -7.73% (-1.8K) YoY -26.60% (-7.7K)	All Managers (Combined)	$11.9M	1.4% ($11.9M/$837.1M)	QoQ -11.93% (-$1.6M) YoY -21.50% (-$3.3M)
Meta Platforms, Inc.(METAcusip30303M102)	20.6K	QoQ +49.16% (+6.8K) YoY +79.49% (+9.1K)	All Managers (Combined)	$11.9M	1.4% ($11.9M/$837.1M)	QoQ +46.82% (+$3.8M) YoY +113.05% (+$6.3M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	48.4K	QoQ -3.10% (-1.5K) YoY -10.53% (-5.7K)	All Managers (Combined)	$11.8M	1.4% ($11.8M/$837.1M)	QoQ +11.32% (-$1.2M) YoY +5.98% (-$666.9K)