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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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.9K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$837.1M)

Blackstone Inc.

BX|09260D107

Shares:12.4K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$837.1M)

81369Y886

Shares:21.9K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$837.1M)

CONOCOPHILLIPS

COP|20825C104

Shares:15.7K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$837.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:10.3K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$837.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$837.1M)

RTX Corp

RTX|75513E101

Shares:9.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$837.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:13.3K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$837.1M)

464288158

Shares:11.3K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$837.1M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:10.6K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$837.1M)

81369Y100

XLB|81369Y100

Shares:13.3K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$837.1M)

81369Y860

Shares:27.1K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$837.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:24.0K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$837.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:6.7K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$837.1M)

AT&T INC.

T|00206R102

Shares:35.5K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$837.1M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:1.9K

Value:$962.6K

% of Portfolio:0.1% ($962.6K/$837.1M)

CSW INDUSTRIALS, INC.

CSWI|126402106

Shares:3.2K

Value:$936.4K

% of Portfolio:0.1% ($936.4K/$837.1M)

PFIZER INC

PFE|717081103

Shares:36.4K

Value:$922.2K

% of Portfolio:0.1% ($922.2K/$837.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:12.9K

Value:$916.2K

% of Portfolio:0.1% ($916.2K/$837.1M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:4.0K

Value:$880.2K

% of Portfolio:0.1% ($880.2K/$837.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.9K	QoQ -5.25% (-106) YoY -9.64% (-204)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$837.1M)	QoQ -2.20% (-$40.7K) YoY +16.64% (-$258.1K)
Blackstone Inc.(BXcusip09260D107)	12.4K	QoQ 0.00% (-0) YoY -3.29% (-423)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$837.1M)	QoQ -18.93% (-$405.6K) YoY +2.89% (-$48.9K)
(cusip81369Y886)✕	21.9K	QoQ -1.79% (-401) YoY -15.37% (-4.0K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$837.1M)	QoQ +2.30% (-$38.9K) YoY +1.64% (-$28.0K)
CONOCOPHILLIPS(COPcusip20825C104)	15.7K	QoQ -12.79% (-2.3K) YoY -21.08% (-4.2K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$837.1M)	QoQ -7.65% (-$137.0K) YoY -34.88% (-$885.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	10.3K	QoQ -2.69% (-285) YoY -4.71% (-510)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$837.1M)	QoQ +14.12% (-$169.2K) YoY +11.20% (-$137.8K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.8K	QoQ -8.66% (-270) YoY -27.51% (-1.1K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$837.1M)	QoQ -16.22% (-$258.4K) YoY -23.44% (-$408.7K)
RTX Corp(RTXcusip75513E101)	9.8K	QoQ -1.01% (-100) YoY -6.33% (-661)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$837.1M)	QoQ +13.30% (-$152.0K) YoY +27.20% (-$276.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	13.3K	QoQ -12.95% (-2.0K) YoY -21.28% (-3.6K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$837.1M)	QoQ -21.46% (-$326.3K) YoY -46.45% (-$1.0M)
(cusip464288158)✕	11.3K	QoQ 0.00% (+0) YoY +17.38% (+1.7K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$837.1M)	QoQ +0.11% (+$1.4K) YoY +18.35% (+$184.7K)
EMERSON ELECTRIC CO(EMRcusip291011104)	10.6K	QoQ -0.41% (-44) YoY -3.37% (-369)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$837.1M)	QoQ -11.90% (-$156.5K) YoY -6.60% (-$81.9K)
(XLBcusip81369Y100)	13.3K	QoQ +3.89% (+498) YoY +48.21% (+4.3K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$837.1M)	QoQ +6.16% (+$66.3K) YoY +37.19% (+$309.5K)
(cusip81369Y860)✕	27.1K	QoQ +12.33% (+3.0K) YoY +51.56% (+9.2K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$837.1M)	QoQ +15.59% (+$153.0K) YoY +60.46% (+$427.1K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	24.0K	QoQ -9.45% (-2.5K) YoY -46.21% (-20.6K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$837.1M)	QoQ +2.70% (-$28.6K) YoY -41.86% (-$783.3K)
Alphabet Inc.(GOOGLcusip02079K305)	6.7K	QoQ -23.21% (-2.0K) YoY -7.14% (-512)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$837.1M)	QoQ -37.27% (-$611.5K) YoY -4.86% (-$52.6K)
AT&T INC.(Tcusip00206R102)	35.5K	QoQ -3.84% (-1.4K) YoY -19.51% (-8.6K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$837.1M)	QoQ +19.42% (-$163.2K) YoY +29.32% (-$227.5K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	1.9K	QoQ -15.00% (-332) YoY -16.88% (-382)	All Managers (Combined)	$962.6K	0.1% ($962.6K/$837.1M)	QoQ -7.27% (-$75.5K) YoY -11.09% (-$120.2K)
CSW INDUSTRIALS, INC.(CSWIcusip126402106)	3.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$936.4K	0.1% ($936.4K/$837.1M)	QoQ -17.36% (-$196.8K) YoY +24.26% (+$182.8K)
PFIZER INC(PFEcusip717081103)	36.4K	QoQ -76.68% (-119.7K) YoY -72.22% (-94.6K)	All Managers (Combined)	$922.2K	0.1% ($922.2K/$837.1M)	QoQ -77.73% (-$3.2M) YoY -74.63% (-$2.7M)
NEXTERA ENERGY INC(NEEcusip65339F101)	12.9K	QoQ +141.38% (+7.6K) YoY +30.95% (+3.1K)	All Managers (Combined)	$916.2K	0.1% ($916.2K/$837.1M)	QoQ +138.69% (+$532.4K) YoY +45.25% (+$285.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	4.0K	QoQ -30.61% (-1.8K) YoY -50.59% (-4.1K)	All Managers (Combined)	$880.2K	0.1% ($880.2K/$837.1M)	QoQ -17.68% (-$189.1K) YoY -45.58% (-$737.5K)