13F HOLDINGS REPORT
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
Quarter ended Q1 2025 · Filed April 11, 2025 · Accession 0001062993-25-007341
Total Value
$837.1M
Positions
169
Other Managers
0
Confidential Omitted
No
Holdings (169)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR Portfolio Intermediate Term Corporate Bond ETF | 78464A375 | 1,254,198 | $41.7M | 4.98% |
| 2 | Eli Lilly and Co | LLY | 48,172 | $39.8M | 4.75% |
| 3 | Intuitive Surgical Inc | ISRG | 68,466 | $33.9M | 4.05% |
| 4 | SPDR Portfolio Short Term Corporate Bond ETF | 78464A474 | 1,100,339 | $33.1M | 3.96% |
| 5 | Microsoft Corp | MSFT | 88,090 | $33.1M | 3.95% |
| 6 | NVIDIA Corp | NVDA | 289,079 | $31.3M | 3.74% |
| 7 | Apple Inc | AAPL | 126,426 | $28.1M | 3.35% |
| 8 | Orange County Bancorp Inc | ORANY | 1,178,905 | $27.6M | 3.29% |
| 9 | Amazon.com Inc | AMZN | 101,690 | $19.3M | 2.31% |
| 10 | Technology Select Sector SPDR ETF | 81369Y803 | 93,235 | $19.3M | 2.30% |
| 11 | Alphabet Inc Class C | GOOG | 112,959 | $17.6M | 2.11% |
| 12 | JPMorgan Chase & Co | VYLD | 69,570 | $17.1M | 2.04% |
| 13 | KLA Corp | KLAC | 20,633 | $14.0M | 1.68% |
| 14 | UnitedHealth Group Inc | UNH | 24,722 | $12.9M | 1.55% |
| 15 | Visa Inc | V | 36,842 | $12.9M | 1.54% |
| 16 | Exxon Mobil Corp | XOM | 104,603 | $12.4M | 1.49% |
| 17 | American Express Co | AXP | 45,755 | $12.3M | 1.47% |
| 18 | SPDR S&P 500 ETF | SPY | 21,239 | $11.9M | 1.42% |
| 19 | Meta Platforms Inc | META | 20,599 | $11.9M | 1.42% |
| 20 | Marsh & Mclennan Companies Inc | 571748102 | 48,365 | $11.8M | 1.41% |
| 21 | AutoZone Inc | AZO | 2,954 | $11.3M | 1.35% |
| 22 | Salesforce Inc | CRM | 39,744 | $10.7M | 1.27% |
| 23 | Adobe Systems Inc | ADBE | 26,736 | $10.3M | 1.22% |
| 24 | AbbVie Inc | ABBV | 48,590 | $10.2M | 1.22% |
| 25 | Financial Select Sector SPDR ETF | 81369Y605 | 204,252 | $10.2M | 1.22% |
| 26 | Thermo Fisher Scientific Inc | TMO | 20,281 | $10.1M | 1.21% |
| 27 | Broadcom Inc | AVGO | 59,374 | $9.9M | 1.19% |
| 28 | Danaher Corp | 235851102 | 46,507 | $9.5M | 1.14% |
| 29 | Medtronic PLC | MDT | 103,073 | $9.3M | 1.11% |
| 30 | United Rentals Inc | URI | 14,728 | $9.2M | 1.10% |
| 31 | Chipotle Mexican Grill Inc | CMG | 173,114 | $8.7M | 1.04% |
| 32 | The Home Depot Inc | HD | 23,213 | $8.5M | 1.02% |
| 33 | Chart Industries Inc | 16115Q308 | 58,218 | $8.4M | 1.00% |
| 34 | Morgan Stanley | MS-PQ | 68,459 | $8.0M | 0.95% |
| 35 | Health Care Select Sector SPDR ETF | 81369Y209 | 54,381 | $7.9M | 0.95% |
| 36 | W.W. Grainger Inc | 384802104 | 7,980 | $7.9M | 0.94% |
| 37 | iShares Floating Rate Bd ETF | 46429B655 | 151,134 | $7.7M | 0.92% |
| 38 | International Business Machines Corp | INTR | 30,808 | $7.7M | 0.92% |
| 39 | Cisco Systems Inc | CSCO | 119,144 | $7.4M | 0.88% |
| 40 | Consumer Discretionary Select Sector SPDR ETF | 81369Y407 | 36,129 | $7.1M | 0.85% |
| 41 | Starbucks Corp | SBUX | 69,743 | $6.8M | 0.82% |
| 42 | Fluor Corporation | FLR | 189,262 | $6.8M | 0.81% |
| 43 | Communication Services Select Sector SPDR ETF | 81369Y852 | 70,223 | $6.8M | 0.81% |
| 44 | CSX Corp | CSX | 229,106 | $6.7M | 0.81% |
| 45 | PepsiCo Inc | PEP | 42,014 | $6.3M | 0.75% |
| 46 | Prologis Inc | PLDGP | 55,890 | $6.2M | 0.75% |
| 47 | Industrial Select Sector SPDR ETF | 81369Y704 | 47,118 | $6.2M | 0.74% |
| 48 | Sherwin-Williams Co | SHW | 17,626 | $6.2M | 0.74% |
| 49 | Ciena Corp | CIEN | 97,543 | $5.9M | 0.70% |
| 50 | Baker Hughes Co | BKR | 128,941 | $5.7M | 0.68% |
| 51 | McDonald's Corp | MCD | 17,274 | $5.4M | 0.64% |
| 52 | Charles Schwab Corp | SCHW-PJ | 62,087 | $4.9M | 0.58% |
| 53 | SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | 118,858 | $4.8M | 0.58% |
| 54 | Lincoln Electric Holdings Inc | 533900106 | 25,556 | $4.8M | 0.58% |
| 55 | Goldman Sachs Group Inc | GSCE | 8,628 | $4.7M | 0.56% |
| 56 | CBRE Group Inc | CBRE | 34,446 | $4.5M | 0.54% |
| 57 | Mondelez International Inc | 609207105 | 61,390 | $4.2M | 0.50% |
| 58 | Consumer Staples Select Sector SPDR ETF | 81369Y308 | 48,661 | $4.0M | 0.47% |
| 59 | Schlumberger Ltd | SLB | 94,200 | $3.9M | 0.47% |
| 60 | Amphenol Corp | 032095101 | 59,907 | $3.9M | 0.47% |
| 61 | Chevron Corp | CVX | 22,772 | $3.8M | 0.46% |
| 62 | Nucor Corp | NUE | 30,929 | $3.7M | 0.44% |
| 63 | Bank of America Corporation | 060505104 | 89,143 | $3.7M | 0.44% |
| 64 | Weyerhaeuser Co | WY | 123,221 | $3.6M | 0.43% |
| 65 | Blue Owl Capital Corp - Class A | OWL | 177,260 | $3.6M | 0.42% |
| 66 | Walmart Inc | WMT | 38,962 | $3.4M | 0.41% |
| 67 | Advanced Micro Devices Inc | AMD | 32,633 | $3.4M | 0.40% |
| 68 | Energy Select Sector SPDR ETF | 81369Y506 | 33,991 | $3.2M | 0.38% |
| 69 | Procter & Gamble Co | 742718109 | 18,556 | $3.2M | 0.38% |
| 70 | Trimble Inc | TRMB | 42,130 | $2.8M | 0.33% |
| 71 | Automatic Data Processing Inc | ADP | 8,305 | $2.5M | 0.30% |
| 72 | ResMed Inc | RSMDF | 11,000 | $2.5M | 0.29% |
| 73 | Quanta Services Inc | 74762E102 | 9,469 | $2.4M | 0.29% |
| 74 | Duke Energy Corp | DUKB | 19,691 | $2.4M | 0.29% |
| 75 | Webster Financial Corp | 947890109 | 46,244 | $2.4M | 0.28% |
| 76 | SPDR S&P MidCap 400 ETF | MDY | 4,439 | $2.4M | 0.28% |
| 77 | Oracle Corp | ORCL-PD | 16,782 | $2.3M | 0.28% |
| 78 | Johnson & Johnson | JNJ | 13,309 | $2.2M | 0.26% |
| 79 | Generac Holdings Inc | GNRC | 14,853 | $1.9M | 0.22% |
| 80 | Southern Co | SOMN | 20,190 | $1.9M | 0.22% |
| 81 | Costco Wholesale Corp | 22160K105 | 1,912 | $1.8M | 0.22% |
| 82 | Blackstone Inc | BX | 12,426 | $1.7M | 0.21% |
| 83 | Utilities Select Sector SPDR ETF | 81369Y886 | 21,902 | $1.7M | 0.21% |
| 84 | ConocoPhillips | COP | 15,737 | $1.7M | 0.20% |
| 85 | Abbott Laboratories | ABLZF | 10,309 | $1.4M | 0.16% |
| 86 | Invesco QQQ Trust | IVZ | 2,845 | $1.3M | 0.16% |
| 87 | RTX Corp | RTX | 9,769 | $1.3M | 0.15% |
| 88 | Merck & Co Inc | MRK | 13,302 | $1.2M | 0.14% |
| 89 | ISHARES SHORT-TERM NATIONAL | 464288158 | 11,278 | $1.2M | 0.14% |
| 90 | Emerson Electric Co | EMR | 10,563 | $1.2M | 0.14% |
| 91 | Materials Select Sector SPDR ETF | 81369Y100 | 13,276 | $1.1M | 0.14% |
| 92 | Real Estate Select Sector SPDR | 81369Y860 | 27,084 | $1.1M | 0.14% |
| 93 | Verizon Communications Inc | VZ | 23,983 | $1.1M | 0.13% |
| 94 | Alphabet Inc Class A | GOOG | 6,653 | $1.0M | 0.12% |
| 95 | AT&T Inc | T-PC | 35,479 | $1.0M | 0.12% |
| 96 | Northrop Grumman Corp | NOC | 1,880 | $962,579 | 0.11% |
| 97 | CSW Industrials Inc | CSW | 3,212 | $936,362 | 0.11% |
| 98 | Pfizer Inc | PFE | 36,392 | $922,180 | 0.11% |
| 99 | NextEra Energy Inc | NEE-PW | 12,924 | $916,182 | 0.11% |
| 100 | American Tower Corp | 03027X100 | 4,045 | $880,192 | 0.11% |
| 101 | Caterpillar Inc | CAT | 2,634 | $868,693 | 0.10% |
| 102 | SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | 16,297 | $834,080 | 0.10% |
| 103 | JM Smucker Co | 832696405 | 6,940 | $821,765 | 0.10% |
| 104 | General Electric Co | 369604301 | 3,815 | $763,572 | 0.09% |
| 105 | Sysco Corp | SYY | 9,519 | $714,313 | 0.09% |
| 106 | Lockheed Martin Corp | LMT | 1,583 | $707,232 | 0.08% |
| 107 | Sunoco Lp Com Unit Repstg Ltd Partnership Int | SUN | 12,030 | $698,462 | 0.08% |
| 108 | Commercial Metals Co | CMC | 14,610 | $672,206 | 0.08% |
| 109 | Ishares U S Technology Etf | 464287721 | 4,495 | $631,278 | 0.08% |
| 110 | Capital One Financial Corp | 14040H105 | 3,500 | $627,550 | 0.07% |
| 111 | Bristol-Myers Squibb Company | CELG-RI | 10,209 | $622,626 | 0.07% |
| 112 | Mastercard Inc | MA | 1,084 | $594,162 | 0.07% |
| 113 | CVS Health Corp | CVS | 8,381 | $567,824 | 0.07% |
| 114 | Boeing Co | BA-PA | 3,217 | $548,659 | 0.07% |
| 115 | iShares New York Muni Bond ETF | 464288323 | 10,050 | $529,132 | 0.06% |
| 116 | Walt Disney Co | 254687106 | 4,736 | $467,443 | 0.06% |
| 117 | Chubb Ltd | CB | 1,481 | $447,222 | 0.05% |
| 118 | Balchem Corp | BCPC | 2,665 | $442,390 | 0.05% |
| 119 | iShares Core S&P Small-Cap | 464287804 | 4,218 | $441,076 | 0.05% |
| 120 | Corning Inc | GLW | 9,615 | $440,175 | 0.05% |
| 121 | SPDR Portfolio S&P 500 Growth ETF | 78464A409 | 5,435 | $436,811 | 0.05% |
| 122 | ISHARES TRUST S&P | 464287200 | 775 | $435,472 | 0.05% |
| 123 | Oshkosh Corp | OSK | 4,587 | $431,545 | 0.05% |
| 124 | Nuveen Municipal Value | NU | 47,965 | $420,646 | 0.05% |
| 125 | Extra Space Storage Inc | EXR | 2,812 | $417,554 | 0.05% |
| 126 | Amgen Inc | AMGN | 1,250 | $389,438 | 0.05% |
| 127 | SPDR Portfolio S&P 500 Value ETF | 78464A508 | 7,353 | $375,518 | 0.04% |
| 128 | Aflac Inc | AFL | 3,222 | $358,254 | 0.04% |
| 129 | Norfolk Southern Corp | 655844108 | 1,500 | $355,275 | 0.04% |
| 130 | Digital Realty Trust Inc | 253868103 | 2,454 | $351,634 | 0.04% |
| 131 | Illinois Tool Works Inc | 452308109 | 1,385 | $343,494 | 0.04% |
| 132 | 3M Co | MMM | 2,197 | $322,651 | 0.04% |
| 133 | Coca-Cola Co | KO | 4,413 | $316,059 | 0.04% |
| 134 | Comcast Corp - Class A | CCZ | 8,490 | $313,263 | 0.04% |
| 135 | Hubbell Inc | HUBB | 900 | $297,819 | 0.04% |
| 136 | Invesco Exchange-Traded Fd Tr II Cef Income Compos | IVZ | 15,704 | $296,020 | 0.04% |
| 137 | Bank of New York Mellon Corp | 064058100 | 3,490 | $292,706 | 0.03% |
| 138 | PNC Financial Services Group Inc | 693475105 | 1,575 | $276,838 | 0.03% |
| 139 | Enbridge Inc | ENNPF | 6,243 | $276,295 | 0.03% |
| 140 | Phillips 66 | PSX | 2,225 | $274,743 | 0.03% |
| 141 | ISHARES TR S&P 500 GROWTH ETF | 464287309 | 2,950 | $273,848 | 0.03% |
| 142 | Consolidated Edison Inc | ED | 2,451 | $271,056 | 0.03% |
| 143 | Honeywell International Inc | 438516106 | 1,268 | $268,499 | 0.03% |
| 144 | Coterra Energy Inc | CTRA | 9,288 | $268,423 | 0.03% |
| 145 | Nuveen AMT-Free Quality Muni Inc | NU | 23,870 | $267,344 | 0.03% |
| 146 | Cigna Corp | 125523100 | 811 | $266,819 | 0.03% |
| 147 | GE Vernova Inc | GEV | 850 | $259,488 | 0.03% |
| 148 | Etfis Ser Tr I Virtus Infracap US Pfd Stk ETF | 26923G822 | 12,000 | $254,520 | 0.03% |
| 149 | Devon Energy Corp | 25179M103 | 6,600 | $246,840 | 0.03% |
| 150 | QUALCOMM Inc | QCOM | 1,600 | $245,776 | 0.03% |
| 151 | BP PLC | BPPFF | 7,139 | $241,227 | 0.03% |
| 152 | PPL Corp | PPLC | 6,625 | $239,229 | 0.03% |
| 153 | Arbor Realty Trust Inc | ABR-PF | 20,000 | $235,000 | 0.03% |
| 154 | Nike Inc | NKE | 3,337 | $211,833 | 0.03% |
| 155 | ALPS ETF TR BARRONS 400 ETF | 00162Q726 | 3,000 | $208,325 | 0.02% |
| 156 | Cardinal Health Inc | CAH | 1,500 | $206,655 | 0.02% |
| 157 | Rithm Capital Corp | RITM-PF | 17,600 | $201,520 | 0.02% |
| 158 | AGNC Investment Corp | 00123Q104 | 16,000 | $153,280 | 0.02% |
| 159 | Brookfield Real Assets Income Fund Inc - Shs Ben Int | RA | 10,000 | $131,600 | 0.02% |
| 160 | Nuveen AMT-Free Muni Credit Inc | NU | 10,500 | $129,990 | 0.02% |
| 161 | Nuveen Municipal Credit Income | NU | 10,500 | $128,415 | 0.02% |
| 162 | Nuveen Muni High Inc Opp | NU | 11,500 | $125,465 | 0.01% |
| 163 | Walgreen Boots Alliance Inc | 931427108 | 10,450 | $116,726 | 0.01% |
| 164 | Pangaea Logistics Solution Ltd Shs | G6891L105 | 23,000 | $109,480 | 0.01% |
| 165 | Amcor Plc | AMCCF | 11,000 | $106,700 | 0.01% |
| 166 | Eagle Point Credit Co LLC | ECCW | 10,500 | $85,050 | 0.01% |
| 167 | Ready Capital Corp | RC-PE | 15,700 | $79,913 | 0.01% |
| 168 | BrightSpire Capital Inc | BRSP | 12,000 | $66,720 | 0.01% |
| 169 | Platinum Group Metals Ltd | PLG | 13,150 | $16,306 | 0.00% |