HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$961M
1-Year Est. Return
17.6%
1 Year Est. Return
+17.6%
AUM
$913M
AUM Growth
+$76.3M
(+9.1%)
Holding
180
Top Buys
| 1 | +$5.96M | |
| 2 | +$5.63M | |
| 3 | +$5.09M | |
| 4 |
Take-Two Interactive
TTWO
|
+$5M |
| 5 |
Rockwell Automation
ROK
|
+$3.09M |
Top Sells
| 1 | +$2.3M | |
| 2 | +$1.97M | |
| 3 | +$1.9M | |
| 4 |
JPMorgan Chase
JPM
|
+$1.76M |
| 5 |
UnitedHealth
UNH
|
+$1.66M |
Sector Composition
| 1 | Technology | 23.66% |
| 2 | Healthcare | 13.59% |
| 3 | Financials | 13.49% |
| 4 | Consumer Discretionary | 7.2% |
| 5 | Industrials | 7.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
ServiceNow
NOW
$159B
| $5.63M | 0.62% |
+5,479
|
|
||
52
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.4B
| $5.63M | 0.62% |
132,177
+13,319
|
|
||
53
Amphenol
APH
$159B
| $5.54M | 0.61% |
56,081
-3,826
|
|
||
54
CBRE Group
CBRE
$47.3B
| $5.52M | 0.6% |
39,411
+4,965
|
|
||
55
Quanta Services
PWR
$65B
| $5.22M | 0.57% |
13,813
+4,344
|
|
||
56
CSX Corp
CSX
$69.2B
| $5.18M | 0.57% |
158,737
-70,369
|
|
||
57
Mercado Libre
MELI
$99.7B
| $5.09M | 0.56% |
+1,947
|
|
||
58
Duke Energy
DUK
$90.8B
| $5M | 0.55% |
42,343
+22,652
|
|
||
|
59
Take-Two Interactive
TTWO
$45.2B
| $5M | 0.55% |
+20,574
|
|
||
60
McDonald's
MCD
$227B
| $4.99M | 0.55% |
17,070
-204
|
|
||
61
Baker Hughes
BKR
$46.3B
| $4.67M | 0.51% |
121,836
-7,105
|
|
||
62
Blue Owl Capital
OWL
$10.4B
| $4.52M | 0.49% |
235,173
+57,913
|
|
||
63
Prologis
PLD
$121B
| $4.47M | 0.49% |
42,491
-13,399
|
|
||
64
Lincoln Electric
LECO
$13.4B
| $4.45M | 0.49% |
21,453
-4,103
|
|
||
65
Mondelez International
MDLZ
$70B
| $4.03M | 0.44% |
59,772
-1,618
|
|
||
66
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
| $3.97M | 0.43% |
49,028
+367
|
|
||
67
Nucor
NUE
$37.1B
| $3.88M | 0.43% |
29,970
-959
|
|
||
68
Bank of America
BAC
$404B
| $3.87M | 0.42% |
81,758
-7,385
|
|
||
69
Walmart Inc. Common Stock
WMT
$931B
| $3.74M | 0.41% |
38,227
-735
|
|
||
70
NextEra Energy
NEE
$170B
| $3.73M | 0.41% |
53,802
+40,878
|
|
||
71
Trimble
TRMB
$19.1B
| $3.53M | 0.39% |
46,437
+4,307
|
|
||
72
Oracle
ORCL
$531B
| $3.39M | 0.37% |
15,505
-1,277
|
|
||
73
SLB Ltd
SLB
$58.1B
| $3.26M | 0.36% |
96,449
+2,249
|
|
||
74
Advanced Micro Devices
AMD
$338B
| $3.14M | 0.34% |
22,137
-10,496
|
|
||
75
Chevron
CVX
$300B
| $3.09M | 0.34% |
21,596
-1,176
|
|