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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464287309

IVW|464287309

Shares:3.0K

Value:$273.8K

% of Portfolio:0.0% ($273.8K/$837.1M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.5K

Value:$271.1K

% of Portfolio:0.0% ($271.1K/$837.1M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.3K

Value:$268.5K

% of Portfolio:0.0% ($268.5K/$837.1M)

Coterra Energy Inc.

CTRA|127097103

Shares:9.3K

Value:$268.4K

% of Portfolio:0.0% ($268.4K/$837.1M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:23.9K

Value:$267.3K

% of Portfolio:0.0% ($267.3K/$837.1M)

Cigna Group

CI|125523100

Shares:811

Value:$266.8K

% of Portfolio:0.0% ($266.8K/$837.1M)

GE Vernova Inc.

GEV|36828A101

Shares:850

Value:$259.5K

% of Portfolio:0.0% ($259.5K/$837.1M)

26923G822

Shares:12.0K

Value:$254.5K

% of Portfolio:0.0% ($254.5K/$837.1M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:6.6K

Value:$246.8K

% of Portfolio:0.0% ($246.8K/$837.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.6K

Value:$245.8K

% of Portfolio:0.0% ($245.8K/$837.1M)

BP PLC

BP|055622104

Shares:7.1K

Value:$241.2K

% of Portfolio:0.0% ($241.2K/$837.1M)

PPL Corp

PPL|69351T106

Shares:6.6K

Value:$239.2K

% of Portfolio:0.0% ($239.2K/$837.1M)

ARBOR REALTY TRUST INC

ABR|038923108

Shares:20.0K

Value:$235.0K

% of Portfolio:0.0% ($235.0K/$837.1M)

NIKE, Inc.

NKE|654106103

Shares:3.3K

Value:$211.8K

% of Portfolio:0.0% ($211.8K/$837.1M)

00162Q726

Shares:3.0K

Value:$208.3K

% of Portfolio:0.0% ($208.3K/$837.1M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:1.5K

Value:$206.7K

% of Portfolio:0.0% ($206.7K/$837.1M)

Rithm Capital Corp.

RITM|64828T201

Shares:17.6K

Value:$201.5K

% of Portfolio:0.0% ($201.5K/$837.1M)

AGNC Investment Corp.

AGNC|00123Q104

Shares:16.0K

Value:$153.3K

% of Portfolio:0.0% ($153.3K/$837.1M)

Brookfield Real Assets Income Fund Inc.

RA|112830104

Shares:10.0K

Value:$131.6K

% of Portfolio:0.0% ($131.6K/$837.1M)

Nuveen AMT-Free Municipal Credit Income Fund

NVG|67071L106

Shares:10.5K

Value:$130.0K

% of Portfolio:0.0% ($130.0K/$837.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVWcusip464287309)	3.0K	QoQ 0.00% (-0) YoY -13.23% (-450)	All Managers (Combined)	$273.8K	0.0% ($273.8K/$837.1M)	QoQ -8.56% (-$25.7K) YoY -4.61% (-$13.2K)
CONSOLIDATED EDISON INC(EDcusip209115104)	2.5K	QoQ -9.42% (-255) YoY -14.18% (-405)	All Managers (Combined)	$271.1K	0.0% ($271.1K/$837.1M)	QoQ +12.25% (-$29.6K) YoY +4.51% (-$11.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.3K	QoQ -29.51% (-531) YoY -41.96% (-917)	All Managers (Combined)	$268.5K	0.0% ($268.5K/$837.1M)	QoQ -33.92% (-$137.9K) YoY -40.13% (-$180.0K)
Coterra Energy Inc.(CTRAcusip127097103)	9.3K	QoQ -7.93% (-800) YoY -42.45% (-6.9K)	All Managers (Combined)	$268.4K	0.0% ($268.4K/$837.1M)	QoQ +4.18% (-$10.8K) YoY -40.34% (-$181.6K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	23.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$267.3K	0.0% ($267.3K/$837.1M)	QoQ -0.70% (-$1.9K) YoY +1.17% (+$3.1K)
Cigna Group(CIcusip125523100)	811	QoQ 0.00% (+0) YoY -4.02% (-34)	All Managers (Combined)	$266.8K	0.0% ($266.8K/$837.1M)	QoQ +19.14% (+$42.9K) YoY -13.05% (-$40.1K)
GE Vernova Inc.(GEVcusip36828A101)	850	QoQ -4.17% (-37) YoY NEW(+850)	All Managers (Combined)	$259.5K	0.0% ($259.5K/$837.1M)	QoQ -11.06% (-$32.3K) YoY NEW(+$259.5K)
(cusip26923G822)✕	12.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$254.5K	0.0% ($254.5K/$837.1M)	QoQ -3.15% (-$8.3K) YoY +1.24% (+$3.1K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	6.6K	QoQ 0.00% (+0) YoY -8.11% (-583)	All Managers (Combined)	$246.8K	0.0% ($246.8K/$837.1M)	QoQ +14.26% (+$30.8K) YoY -31.51% (-$113.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$245.8K	0.0% ($245.8K/$837.1M)	QoQ 0.00% (-$16) YoY -9.26% (-$25.1K)
BP PLC(BPcusip055622104)	7.1K	QoQ -6.17% (-470) YoY -17.07% (-1.5K)	All Managers (Combined)	$241.2K	0.0% ($241.2K/$837.1M)	QoQ +7.24% (-$16.3K) YoY -25.63% (-$83.2K)
PPL Corp(PPLcusip69351T106)	6.6K	QoQ 0.00% (+0) YoY NEW(+6.6K)	All Managers (Combined)	$239.2K	0.0% ($239.2K/$837.1M)	QoQ +11.24% (+$24.2K) YoY NEW(+$239.2K)
ARBOR REALTY TRUST INC(ABRcusip038923108)	20.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$235.0K	0.0% ($235.0K/$837.1M)	QoQ -15.16% (-$42.0K) YoY -11.32% (-$30.0K)
NIKE, Inc.(NKEcusip654106103)	3.3K	QoQ -24.79% (-1.1K) YoY -51.93% (-3.6K)	All Managers (Combined)	$211.8K	0.0% ($211.8K/$837.1M)	QoQ -36.90% (-$123.9K) YoY -67.53% (-$440.7K)
(cusip00162Q726)✕	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$208.3K	0.0% ($208.3K/$837.1M)	QoQ -4.56% (-$10.0K) YoY +2.26% (+$4.6K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$206.7K	0.0% ($206.7K/$837.1M)	QoQ NEW(+$206.7K) YoY NEW(+$206.7K)
Rithm Capital Corp.(RITMcusip64828T201)	17.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$201.5K	0.0% ($201.5K/$837.1M)	QoQ +5.72% (+$10.9K) YoY +2.59% (+$5.1K)
AGNC Investment Corp.(AGNCcusip00123Q104)	16.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$153.3K	0.0% ($153.3K/$837.1M)	QoQ +4.01% (+$5.9K) YoY -3.23% (-$5.1K)
Brookfield Real Assets Income Fund Inc.(RAcusip112830104)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$131.6K	0.0% ($131.6K/$837.1M)	QoQ -1.20% (-$1.6K) YoY NEW(+$131.6K)
Nuveen AMT-Free Municipal Credit Income Fund(NVGcusip67071L106)	10.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$130.0K	0.0% ($130.0K/$837.1M)	QoQ +0.97% (+$1.3K) YoY +1.89% (+$2.4K)