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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
AMGN icon
126
Amgen
AMGN
$224B
$389K 0.05%
1,250
– –
SPYV icon
127
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$376K 0.04%
7,353
-407
-5% -$21.1K
AFL icon
128
Aflac
AFL
$60.7B
$358K 0.04%
3,222
-400
-11% -$42.4K
NSC icon
129
Norfolk Southern
NSC
$75.2B
$355K 0.04%
1,500
– –
DLR icon
130
Digital Realty Trust
DLR
$70.6B
$352K 0.04%
2,454
-30
-1% -$4.88K
ITW icon
131
Illinois Tool Works
ITW
$83.5B
$343K 0.04%
1,385
-395
-22% -$101K
MMM icon
132
3M
MMM
$94.4B
$323K 0.04%
2,197
-500
-19% -$73.5K
KO icon
133
Coca-Cola
KO
$372B
$316K 0.04%
4,413
– –
CMCSA icon
134
Comcast
CMCSA
$91B
$313K 0.04%
8,490
-2,979
-26% -$107K
HUBB icon
135
Hubbell
HUBB
$27.5B
$298K 0.04%
900
– –
PCEF icon
136
Invesco CEF Income Composite ETF
PCEF
$817M
$296K 0.04%
15,704
– –
BNY
137
Bank of New York Mellon
BNY
$109B
$293K 0.04%
3,490
-360
-9% -$30.3K
PNC icon
138
PNC Financial Services
PNC
$101B
$277K 0.03%
1,575
– –
ENB icon
139
Enbridge
ENB
$113B
$276K 0.03%
6,243
– –
PSX icon
140
Phillips 66
PSX
$89.5B
$275K 0.03%
2,225
-275
-11% -$33.9K
IVW icon
141
iShares S&P 500 Growth ETF
IVW
$76.9B
$274K 0.03%
2,950
– –
ED icon
142
Consolidated Edison
ED
$39.8B
$271K 0.03%
2,451
-255
-9% -$25K
HON icon
143
Honeywell
HON
$72.9B
$268K 0.03%
1,345
-564
-30% -$114K
CTRA
144
DELISTED
Coterra Energy
CTRA
$268K 0.03%
9,288
-800
-8% -$22.3K
NEA icon
145
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
$267K 0.03%
23,870
– –
CI icon
146
Cigna
CI
$72.4B
$267K 0.03%
811
– –
GEV icon
147
GE Vernova
GEV
$269B
$259K 0.03%
850
-37
-4% -$12.9K
PFFA icon
148
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.49B
$255K 0.03%
12,000
– –
DVN icon
149
Devon Energy
DVN
$49.9B
$247K 0.03%
6,600
– –
QCOM icon
150
Qualcomm
QCOM
$171B
$246K 0.03%
1,600
– –
4 5
6
7 8

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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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BC
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ECM
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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.