13F HOLDINGS REPORT
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
Quarter ended Q4 2024 · Filed January 10, 2025 · Accession 0001062993-25-000619
Total Value
$882.9M
Positions
177
Other Managers
0
Confidential Omitted
No
Holdings (177)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR Portfolio Intermediate Term Corporate Bond ETF | 78464A375 | 1,234,843 | $40.5M | 4.58% |
| 2 | NVIDIA Corp | NVDA | 298,799 | $40.1M | 4.54% |
| 3 | Eli Lilly and Co | LLY | 48,231 | $37.2M | 4.22% |
| 4 | Microsoft Corp | MSFT | 88,248 | $37.2M | 4.21% |
| 5 | Intuitive Surgical Inc | ISRG | 70,301 | $36.7M | 4.16% |
| 6 | Orange County Bancorp Inc | ORANY | 602,184 | $33.5M | 3.79% |
| 7 | Apple Inc | AAPL | 127,944 | $32.0M | 3.63% |
| 8 | SPDR Portfolio Short Term Corporate Bond ETF | 78464A474 | 1,048,489 | $31.3M | 3.55% |
| 9 | Alphabet Inc Class C | GOOG | 113,545 | $21.6M | 2.45% |
| 10 | Technology Select Sector SPDR ETF | 81369Y803 | 91,008 | $21.2M | 2.40% |
| 11 | Amazon.com Inc | AMZN | 95,958 | $21.1M | 2.38% |
| 12 | JPMorgan Chase & Co | VYLD | 72,508 | $17.4M | 1.97% |
| 13 | Broadcom Inc | AVGO | 62,433 | $14.5M | 1.64% |
| 14 | American Express Co | AXP | 45,623 | $13.5M | 1.53% |
| 15 | SPDR S&P 500 ETF | SPY | 23,019 | $13.5M | 1.53% |
| 16 | KLA Corp | KLAC | 21,203 | $13.4M | 1.51% |
| 17 | UnitedHealth Group Inc | UNH | 26,283 | $13.3M | 1.51% |
| 18 | Salesforce Inc | CRM | 36,491 | $12.2M | 1.38% |
| 19 | Visa Inc | V | 37,949 | $12.0M | 1.36% |
| 20 | Exxon Mobil Corp | XOM | 103,541 | $11.1M | 1.26% |
| 21 | Adobe Systems Inc | ADBE | 24,828 | $11.0M | 1.25% |
| 22 | Chart Industries Inc | 16115Q308 | 56,700 | $10.8M | 1.23% |
| 23 | Danaher Corp | 235851102 | 47,003 | $10.8M | 1.22% |
| 24 | Advanced Micro Devices Inc | AMD | 88,692 | $10.7M | 1.21% |
| 25 | Marsh & Mclennan Companies Inc | 571748102 | 49,914 | $10.6M | 1.20% |
| 26 | Thermo Fisher Scientific Inc | TMO | 20,331 | $10.6M | 1.20% |
| 27 | Financial Select Sector SPDR ETF | 81369Y605 | 211,895 | $10.2M | 1.16% |
| 28 | The Home Depot Inc | HD | 25,274 | $9.8M | 1.11% |
| 29 | United Rentals Inc | URI | 13,545 | $9.5M | 1.08% |
| 30 | AbbVie Inc | ABBV | 53,573 | $9.5M | 1.08% |
| 31 | Chipotle Mexican Grill Inc | CMG | 151,597 | $9.1M | 1.04% |
| 32 | Morgan Stanley | MS-PQ | 69,237 | $8.7M | 0.99% |
| 33 | AutoZone Inc | AZO | 2,683 | $8.6M | 0.97% |
| 34 | Ciena Corp | CIEN | 99,230 | $8.4M | 0.95% |
| 35 | Medtronic PLC | MDT | 103,425 | $8.3M | 0.94% |
| 36 | CSX Corp | CSX | 255,893 | $8.3M | 0.94% |
| 37 | Consumer Discretionary Select Sector SPDR ETF | 81369Y407 | 36,482 | $8.2M | 0.93% |
| 38 | Meta Platforms Inc | META | 13,810 | $8.1M | 0.92% |
| 39 | Fluor Corporation | FLR | 160,380 | $7.9M | 0.90% |
| 40 | Health Care Select Sector SPDR ETF | 81369Y209 | 57,283 | $7.9M | 0.89% |
| 41 | W.W. Grainger Inc | 384802104 | 7,449 | $7.9M | 0.89% |
| 42 | ISHARES FLOATING RATE BOND ETF | 46429B655 | 145,991 | $7.4M | 0.84% |
| 43 | Cisco Systems Inc | CSCO | 118,193 | $7.0M | 0.79% |
| 44 | Communication Services Select Sector SPDR ETF | 81369Y852 | 72,064 | $7.0M | 0.79% |
| 45 | Sherwin-Williams Co | SHW | 19,427 | $6.6M | 0.75% |
| 46 | Industrial Select Sector SPDR ETF | 81369Y704 | 49,792 | $6.6M | 0.74% |
| 47 | PepsiCo Inc | PEP | 41,580 | $6.3M | 0.72% |
| 48 | Prologis Inc | PLDGP | 58,060 | $6.1M | 0.70% |
| 49 | Starbucks Corp | SBUX | 65,112 | $5.9M | 0.67% |
| 50 | Baker Hughes Co | BKR | 135,136 | $5.5M | 0.63% |
| 51 | The AES Corp | AES | 406,443 | $5.2M | 0.59% |
| 52 | McDonald's Corp | MCD | 17,436 | $5.1M | 0.57% |
| 53 | SPDR Series Tr. Portfolio S&P 600 Small Cap ETF | 78468R853 | 107,810 | $4.8M | 0.55% |
| 54 | Lincoln Electric Holdings Inc | 533900106 | 24,834 | $4.7M | 0.53% |
| 55 | Goldman Sachs Group Inc | GSCE | 7,678 | $4.4M | 0.50% |
| 56 | Charles Schwab Corp | SCHW-PJ | 58,113 | $4.3M | 0.49% |
| 57 | Bank of America Corporation | 060505104 | 96,628 | $4.2M | 0.48% |
| 58 | Pfizer Inc | PFE | 156,097 | $4.1M | 0.47% |
| 59 | Nucor Corp | NUE | 33,339 | $3.9M | 0.44% |
| 60 | Blue Owl Capital Corp - Class A | OWL | 165,383 | $3.8M | 0.44% |
| 61 | Consumer Staples Select Sector SPDR ETF | 81369Y308 | 48,721 | $3.8M | 0.43% |
| 62 | Mondelez International Inc | 609207105 | 61,504 | $3.7M | 0.42% |
| 63 | Walmart Inc | WMT | 39,100 | $3.5M | 0.40% |
| 64 | Schlumberger Ltd | SLB | 90,951 | $3.5M | 0.39% |
| 65 | Generac Holdings Inc | GNRC | 22,459 | $3.5M | 0.39% |
| 66 | Chevron Corp | CVX | 23,031 | $3.3M | 0.38% |
| 67 | Weyerhaeuser Co | WY | 118,153 | $3.3M | 0.38% |
| 68 | Energy Select Sector SPDR ETF | 81369Y506 | 38,028 | $3.3M | 0.37% |
| 69 | Procter & Gamble Co | 742718109 | 19,279 | $3.2M | 0.37% |
| 70 | Oracle Corp | ORCL-PD | 18,182 | $3.0M | 0.34% |
| 71 | International Business Machines Corp | INTR | 13,212 | $2.9M | 0.33% |
| 72 | Automatic Data Processing Inc | ADP | 9,380 | $2.7M | 0.31% |
| 73 | SPDR S&P MidCap 400 ETF | MDY | 4,502 | $2.6M | 0.29% |
| 74 | Webster Financial Corp | 947890109 | 46,244 | $2.6M | 0.29% |
| 75 | ResMed Inc | RSMDF | 11,000 | $2.5M | 0.28% |
| 76 | Illumina Inc | ILMN | 17,145 | $2.3M | 0.26% |
| 77 | Blackstone Inc | BX | 12,426 | $2.1M | 0.24% |
| 78 | Johnson & Johnson | JNJ | 13,441 | $1.9M | 0.22% |
| 79 | Costco Wholesale Corp | 22160K105 | 2,018 | $1.8M | 0.21% |
| 80 | ConocoPhillips | COP | 18,047 | $1.8M | 0.20% |
| 81 | Duke Energy Corp | DUKB | 16,300 | $1.8M | 0.20% |
| 82 | Utilities Select Sector SPDR ETF | 81369Y886 | 22,303 | $1.7M | 0.19% |
| 83 | Southern Co | SOMN | 20,280 | $1.7M | 0.19% |
| 84 | Alphabet Inc Class A | GOOG | 8,665 | $1.6M | 0.19% |
| 85 | Invesco QQQ Trust | IVZ | 3,115 | $1.6M | 0.18% |
| 86 | Merck & Co Inc | MRK | 15,281 | $1.5M | 0.17% |
| 87 | CBRE Group Inc | CBRE | 11,563 | $1.5M | 0.17% |
| 88 | Lennar Corp | LEN-B | 10,240 | $1.4M | 0.16% |
| 89 | Emerson Electric Co | EMR | 10,607 | $1.3M | 0.15% |
| 90 | Abbott Laboratories | ABLZF | 10,594 | $1.2M | 0.14% |
| 91 | ISHARES SHORT-TERM NATIONAL | 464288158 | 11,278 | $1.2M | 0.13% |
| 92 | RTX Corp | RTX | 9,869 | $1.1M | 0.13% |
| 93 | CSW Industrials Inc | CSW | 3,212 | $1.1M | 0.13% |
| 94 | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND E | 464288646 | 21,581 | $1.1M | 0.13% |
| 95 | Materials Select Sector SPDR ETF | 81369Y100 | 12,778 | $1.1M | 0.12% |
| 96 | American Tower Corp | 03027X100 | 5,830 | $1.1M | 0.12% |
| 97 | Verizon Communications Inc | VZ | 26,487 | $1.1M | 0.12% |
| 98 | Northrop Grumman Corp | NOC | 2,212 | $1.0M | 0.12% |
| 99 | Real Estate Select Sector SPDR | 81369Y860 | 24,109 | $980,513 | 0.11% |
| 100 | Caterpillar Inc | CAT | 2,644 | $959,137 | 0.11% |
| 101 | Lockheed Martin Corp | LMT | 1,816 | $882,948 | 0.10% |
| 102 | AT&T Inc | T-PC | 36,897 | $840,151 | 0.10% |
| 103 | SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | 14,194 | $776,270 | 0.09% |
| 104 | Sysco Corp | SYY | 10,088 | $771,336 | 0.09% |
| 105 | JM Smucker Co | 832696405 | 6,940 | $764,233 | 0.09% |
| 106 | Ishares U S Technology Etf | 464287721 | 4,640 | $740,173 | 0.08% |
| 107 | Commercial Metals Co | CMC | 14,610 | $724,656 | 0.08% |
| 108 | Boeing Co | BA-PA | 3,666 | $648,882 | 0.07% |
| 109 | General Electric Co | 369604301 | 3,815 | $636,304 | 0.07% |
| 110 | Capital One Financial Corp | 14040H105 | 3,500 | $624,120 | 0.07% |
| 111 | Sunoco Lp Com Unit Repstg Ltd Partnership Int | SUN | 12,030 | $618,823 | 0.07% |
| 112 | Walt Disney Co | 254687106 | 5,416 | $603,072 | 0.07% |
| 113 | Bristol-Myers Squibb Company | CELG-RI | 10,528 | $595,501 | 0.07% |
| 114 | Mastercard Inc | MA | 1,084 | $570,802 | 0.06% |
| 115 | Tesla Inc | TSLA | 1,379 | $556,895 | 0.06% |
| 116 | iShares New York Muni Bond ETF | 464288323 | 10,050 | $534,861 | 0.06% |
| 117 | SPDR Portfolio S&P 500 Growth ETF | 78464A409 | 5,722 | $502,964 | 0.06% |
| 118 | Balchem Corp | BCPC | 2,983 | $486,214 | 0.06% |
| 119 | iShares Core S&P Small-Cap | 464287804 | 4,219 | $486,113 | 0.06% |
| 120 | Chubb Ltd | CB | 1,720 | $475,489 | 0.05% |
| 121 | Corning Inc | GLW | 9,615 | $456,905 | 0.05% |
| 122 | ISHARES TRUST S&P | 464287200 | 775 | $456,227 | 0.05% |
| 123 | Illinois Tool Works Inc | 452308109 | 1,780 | $451,337 | 0.05% |
| 124 | Digital Realty Trust Inc | 253868103 | 2,484 | $440,488 | 0.05% |
| 125 | Oshkosh Corp | OSK | 4,602 | $437,512 | 0.05% |
| 126 | Comcast Corp - Class A | CCZ | 11,469 | $430,469 | 0.05% |
| 127 | Extra Space Storage Inc | EXR | 2,812 | $420,675 | 0.05% |
| 128 | Nuveen Municipal Value | NU | 47,962 | $412,012 | 0.05% |
| 129 | Honeywell International Inc | 438516106 | 1,799 | $406,376 | 0.05% |
| 130 | SPDR Portfolio S&P 500 Value ETF | 78464A508 | 7,760 | $396,846 | 0.04% |
| 131 | CVS Health Corp | CVS | 8,706 | $390,820 | 0.04% |
| 132 | NextEra Energy Inc | NEE-PW | 5,354 | $383,828 | 0.04% |
| 133 | Hubbell Inc | HUBB | 900 | $377,001 | 0.04% |
| 134 | Aflac Inc | AFL | 3,622 | $374,660 | 0.04% |
| 135 | Norfolk Southern Corp | 655844108 | 1,500 | $352,050 | 0.04% |
| 136 | 3M Co | MMM | 2,697 | $348,156 | 0.04% |
| 137 | Nike Inc | NKE | 4,437 | $335,748 | 0.04% |
| 138 | Amgen Inc | AMGN | 1,250 | $325,800 | 0.04% |
| 139 | PNC Financial Services Group Inc | 693475105 | 1,575 | $303,739 | 0.03% |
| 140 | Invesco Exchange-Traded Fd Tr II Cef Income Compos | IVZ | 15,704 | $300,889 | 0.03% |
| 141 | ISHARES TR S&P 500 GROWTH ETF | 464287309 | 2,950 | $299,514 | 0.03% |
| 142 | Bank of New York Mellon Corp | 064058100 | 3,850 | $295,796 | 0.03% |
| 143 | GE Vernova Inc | GEV | 887 | $291,761 | 0.03% |
| 144 | Phillips 66 | PSX | 2,500 | $284,825 | 0.03% |
| 145 | Arbor Realty Trust Inc | ABR-PF | 20,000 | $277,000 | 0.03% |
| 146 | Coca-Cola Co | KO | 4,413 | $274,753 | 0.03% |
| 147 | Nuveen AMT-Free Quality Muni Inc | NU | 23,870 | $269,254 | 0.03% |
| 148 | Enbridge Inc | ENNPF | 6,243 | $264,871 | 0.03% |
| 149 | Etfis Ser Tr I Virtus Infracap US Pfd Stk ETF | 26923G822 | 12,000 | $262,800 | 0.03% |
| 150 | XPO Inc | XPO | 2,000 | $262,300 | 0.03% |
| 151 | Coterra Energy Inc | CTRA | 10,088 | $257,648 | 0.03% |
| 152 | QUALCOMM Inc | QCOM | 1,600 | $245,792 | 0.03% |
| 153 | Consolidated Edison Inc | ED | 2,706 | $241,456 | 0.03% |
| 154 | The Trade Desk Inc Com Cl A | 88339J105 | 2,000 | $235,060 | 0.03% |
| 155 | BP PLC | BPPFF | 7,609 | $224,922 | 0.03% |
| 156 | Cigna Corp | 125523100 | 811 | $223,950 | 0.03% |
| 157 | VANGUARD INDEX FD S&P 500 ETF | 922908363 | 415 | $223,606 | 0.03% |
| 158 | ServiceNow Inc | NOW | 210 | $222,625 | 0.03% |
| 159 | ALPS ETF TR BARRONS 400 ETF | 00162Q726 | 3,000 | $218,297 | 0.02% |
| 160 | Devon Energy Corp | 25179M103 | 6,600 | $216,018 | 0.02% |
| 161 | Dow Inc | DOW | 5,368 | $215,418 | 0.02% |
| 162 | PPL Corp | PPLC | 6,625 | $215,048 | 0.02% |
| 163 | Texas Instruments Inc | 882508104 | 1,100 | $206,261 | 0.02% |
| 164 | Wells Fargo & Co | 949746101 | 2,915 | $204,750 | 0.02% |
| 165 | Rithm Capital Corp | RITM-PF | 17,600 | $190,608 | 0.02% |
| 166 | AGNC Investment Corp | 00123Q104 | 16,000 | $147,360 | 0.02% |
| 167 | Brookfield Real Assets Income Fund Inc - Shs Ben Int | RA | 10,000 | $133,200 | 0.02% |
| 168 | Nuveen AMT-Free Muni Credit Inc | NU | 10,500 | $128,730 | 0.01% |
| 169 | Nuveen Municipal Credit Income | NU | 10,500 | $127,785 | 0.01% |
| 170 | Nuveen Muni High Inc Opp | NU | 11,500 | $124,315 | 0.01% |
| 171 | Pangaea Logistics Solution Ltd Shs | G6891L105 | 23,000 | $123,280 | 0.01% |
| 172 | Ready Capital Corp | RC-PE | 15,700 | $107,074 | 0.01% |
| 173 | Walgreen Boots Alliance Inc | 931427108 | 11,280 | $105,242 | 0.01% |
| 174 | Amcor Plc | AMCCF | 11,000 | $103,510 | 0.01% |
| 175 | Eagle Point Credit Co LLC | ECCW | 10,500 | $93,240 | 0.01% |
| 176 | BrightSpire Capital Inc | BRSP | 12,000 | $67,680 | 0.01% |
| 177 | Platinum Group Metals Ltd | PLG | 13,150 | $16,832 | 0.00% |