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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CHEVRON CORP

CVX|166764100

Shares:22.8K

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$837.1M)

NUCOR CORP

NUE|670346105

Shares:30.9K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$837.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:89.1K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$837.1M)

WEYERHAEUSER CO

WY|962166104

Shares:123.2K

Value:$3.6M

% of Portfolio:0.4% ($3.6M/$837.1M)

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:177.3K

Value:$3.6M

% of Portfolio:0.4% ($3.6M/$837.1M)

Walmart Inc.

WMT|931142103

Shares:39.0K

Value:$3.4M

% of Portfolio:0.4% ($3.4M/$837.1M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:32.6K

Value:$3.4M

% of Portfolio:0.4% ($3.4M/$837.1M)

81369Y506

Shares:34.0K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$837.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:18.6K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$837.1M)

TRIMBLE INC.

TRMB|896239100

Shares:42.1K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$837.1M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:8.3K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$837.1M)

RESMED INC

RMD|761152107

Shares:11.0K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$837.1M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:9.5K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$837.1M)

Duke Energy CORP

DUK|26441C204

Shares:19.7K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$837.1M)

WEBSTER FINANCIAL CORP

WBS|947890109

Shares:46.2K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$837.1M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:4.4K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$837.1M)

ORACLE CORP

ORCL|68389X105

Shares:16.8K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$837.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:13.3K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$837.1M)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:14.9K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$837.1M)

SOUTHERN CO

SO|842587107

Shares:20.2K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$837.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	22.8K	QoQ -1.12% (-259) YoY -11.02% (-2.8K)	All Managers (Combined)	$3.8M	0.5% ($3.8M/$837.1M)	QoQ +14.19% (-$473.6K) YoY -5.63% (-$227.7K)
NUCOR CORP(NUEcusip670346105)	30.9K	QoQ -7.22% (-2.4K) YoY -16.91% (-6.3K)	All Managers (Combined)	$3.7M	0.4% ($3.7M/$837.1M)	QoQ -4.34% (-$169.2K) YoY -49.48% (-$3.6M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	89.1K	QoQ -7.74% (-7.5K) YoY -17.67% (-19.1K)	All Managers (Combined)	$3.7M	0.4% ($3.7M/$837.1M)	QoQ -12.40% (-$526.9K) YoY -9.40% (-$386.0K)
WEYERHAEUSER CO(WYcusip962166104)	123.2K	QoQ +4.28% (+5.1K) YoY -19.81% (-30.4K)	All Managers (Combined)	$3.6M	0.4% ($3.6M/$837.1M)	QoQ +8.47% (+$281.9K) YoY -34.61% (-$1.9M)
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	177.3K	QoQ +7.18% (-11.9K) YoY NEW(+177.3K)	All Managers (Combined)	$3.6M	0.4% ($3.6M/$837.1M)	QoQ -7.65% (-$294.5K) YoY NEW(+$3.6M)
Walmart Inc.(WMTcusip931142103)	39.0K	QoQ -0.35% (-138) YoY -11.43% (-5.0K)	All Managers (Combined)	$3.4M	0.4% ($3.4M/$837.1M)	QoQ -3.17% (-$112.3K) YoY +29.21% (-$773.3K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	32.6K	QoQ -63.20% (-56.1K) YoY -57.33% (-43.9K)	All Managers (Combined)	$3.4M	0.4% ($3.4M/$837.1M)	QoQ -68.70% (-$7.4M) YoY -75.71% (-$10.5M)
(cusip81369Y506)✕	34.0K	QoQ -10.61% (-4.0K) YoY -10.17% (-3.9K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$837.1M)	QoQ -2.48% (-$81.0K) YoY -11.09% (-$396.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	18.6K	QoQ -3.75% (-723) YoY -14.11% (-3.0K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$837.1M)	QoQ -2.15% (-$69.8K) YoY -9.78% (-$343.1K)
TRIMBLE INC.(TRMBcusip896239100)	42.1K	QoQ NEW(+42.1K) YoY NEW(+42.1K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$837.1M)	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	8.3K	QoQ -11.46% (-1.1K) YoY -19.01% (-1.9K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$837.1M)	QoQ -7.58% (-$208.4K) YoY -0.92% (-$23.7K)
RESMED INC(RMDcusip761152107)	11.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$837.1M)	QoQ -2.11% (-$53.2K) YoY +13.03% (+$284.0K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$837.1M)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
Duke Energy CORP(DUKcusip26441C204)	19.7K	QoQ +20.80% (+3.4K) YoY +10.00% (+1.8K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$837.1M)	QoQ +36.75% (+$645.4K) YoY +38.73% (+$670.5K)
WEBSTER FINANCIAL CORP(WBScusip947890109)	46.2K	QoQ 0.00% (-0) YoY -23.26% (-14.0K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$837.1M)	QoQ -6.64% (-$169.7K) YoY -22.09% (-$675.9K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	4.4K	QoQ -1.39% (-63) YoY -23.67% (-1.4K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$837.1M)	QoQ -7.64% (-$196.1K) YoY -26.82% (-$867.9K)
ORACLE CORP(ORCLcusip68389X105)	16.8K	QoQ -7.69% (-1.4K) YoY -19.85% (-4.2K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$837.1M)	QoQ -22.56% (-$683.6K) YoY -10.79% (-$284.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	13.3K	QoQ -0.98% (-132) YoY -9.97% (-1.5K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$837.1M)	QoQ +13.54% (-$263.3K) YoY -5.61% (-$131.4K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	14.9K	QoQ -33.86% (-7.6K) YoY NEW(+14.9K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$837.1M)	QoQ -45.97% (-$1.6M) YoY NEW(+$1.9M)
SOUTHERN CO(SOcusip842587107)	20.2K	QoQ -0.44% (-90) YoY -6.11% (-1.3K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$837.1M)	QoQ +11.20% (-$187.0K) YoY +20.33% (-$313.8K)