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HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 31.4%
This Fund
S&P 500
This Quarter Est. Return
-3.36%
1 Year Est. Return
+31.4%
3 Year Est. Return
+94.6%
5 Year Est. Return
+130.12%
10 Year Est. Return
+460.77%
AUM
$837M
AUM Growth
-$45.8M
Cap. Flow
-$4.01M
Cap. Flow %
-0.48%
Top 10 Hldgs %
36.69%
Holding
181
New
4
Increased
34
Reduced
88
Closed
12

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$4.38M
2
IBM icon
IBM
IBM
+$4.3M
3
APH icon
Amphenol
APH
+$4.09M
4
CBRE icon
CBRE Group
CBRE
+$3.11M
5
TRMB icon
Trimble
TRMB
+$3.03M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$6.23M
2
AES icon
AES
AES
+$5.23M
3
PFE icon
Pfizer
PFE
+$3.13M
4
ILMN icon
Illumina
ILMN
+$2.29M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

Rank Sector Weight
1 Technology 20.77%
2 Healthcare 16.25%
3 Financials 13.52%
4 Consumer Discretionary 7.21%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
76
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$2.37M 0.28%
4,439
-63
-1% -$35.8K
ORCL icon
77
Oracle
ORCL
$419B
$2.35M 0.28%
16,782
-1,400
-8% -$228K
JNJ icon
78
Johnson & Johnson
JNJ
$626B
$2.21M 0.26%
13,309
-132
-1% -$20.7K
GNRC icon
79
Generac Holdings
GNRC
$12.7B
$1.88M 0.22%
14,853
-7,606
-34% -$1.09M
SO icon
80
Southern Company
SO
$106B
$1.86M 0.22%
20,190
-90
-0.4% -$7.79K
COST icon
81
Costco
COST
$419B
$1.81M 0.22%
1,912
-106
-5% -$103K
BX icon
82
Blackstone
BX
$110B
$1.74M 0.21%
12,426
– –
XLU icon
83
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$1.73M 0.21%
43,804
-802
-2% -$31.3K
COP icon
84
ConocoPhillips
COP
$151B
$1.65M 0.2%
15,737
-2,310
-13% -$230K
ABT icon
85
Abbott
ABT
$190B
$1.37M 0.16%
10,309
-285
-3% -$36.3K
QQQ icon
86
Invesco QQQ Trust
QQQ
$478B
$1.33M 0.16%
2,845
-270
-9% -$137K
RTX icon
87
RTX Corp
RTX
$302B
$1.29M 0.15%
9,769
-100
-1% -$12.7K
MRK icon
88
Merck
MRK
$322B
$1.19M 0.14%
13,302
-1,979
-13% -$185K
SUB icon
89
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.19M 0.14%
11,278
– –
EMR icon
90
Emerson Electric
EMR
$91.7B
$1.16M 0.14%
10,563
-44
-0.4% -$5.3K
XLB icon
91
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$1.14M 0.14%
26,552
+996
+4% +$43.5K
XLRE icon
92
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
$1.13M 0.14%
27,084
+2,975
+12% +$124K
VZ icon
93
Verizon
VZ
$196B
$1.09M 0.13%
23,983
-2,504
-9% -$104K
GOOGL icon
94
Alphabet (Google) Class A
GOOGL
$4.2T
$1.03M 0.12%
6,653
-2,012
-23% -$365K
T icon
95
AT&T
T
$168B
$1M 0.12%
35,479
-1,418
-4% -$35.7K
NOC icon
96
Northrop Grumman
NOC
$81.8B
$963K 0.12%
1,880
-332
-15% -$159K
CSW
97
CSW Industrials
CSW
$5.72B
$936K 0.11%
3,212
– –
PFE icon
98
Pfizer
PFE
$152B
$922K 0.11%
36,392
-119,705
-77% -$3.13M
NEE icon
99
NextEra Energy
NEE
$179B
$916K 0.11%
12,924
+7,570
+141% +$534K
AMT icon
100
American Tower
AMT
$79B
$880K 0.11%
4,045
-1,785
-31% -$350K
2 3
4
5 6

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SCM
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CCM
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FPCP
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AC
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ACM
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Hudson Valley Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Hudson Valley Investment Advisors held 181 positions worth $837M, down 5.2% from $883M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Hudson Valley Investment Advisors's Q1 2025 filing shows 4 new, 34 increased, 88 reduced and 12 closed positions. Its largest new stake was Amphenol: 59,907 shares worth $3.93M. The largest sale was Advanced Micro Devices, an estimated $6.23M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Healthcare and Financials.

  • Hudson Valley Investment Advisors's largest Q1 2025 buy was Amphenol: 59,907 shares worth $3.93M.
  • Hudson Valley Investment Advisors added most to Meta Platforms (Facebook) in Q1 2025, an estimated $4.38M increase.
  • Hudson Valley Investment Advisors's biggest Q1 2025 reduction was Advanced Micro Devices, cutting an estimated $6.23M.
  • Hudson Valley Investment Advisors fully exited AES in Q1 2025, selling an estimated $5.23M.
  • Hudson Valley Investment Advisors's ten largest holdings make up 37% of its $837M portfolio in Q1 2025.
  • Hudson Valley Investment Advisors opened 4 new positions and closed 12 in Q1 2025.
  • Hudson Valley Investment Advisors's portfolio value fell 5.2% quarter-over-quarter to $837M.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.