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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
TSLA icon
176
Tesla
TSLA
$1.31T
– –
-1,379
Closed -$557K
TTD icon
177
Trade Desk
TTD
$6.37B
– –
-2,000
Closed -$235K
TXN icon
178
Texas Instruments
TXN
$257B
– –
-1,100
Closed -$206K
VOO icon
179
Vanguard S&P 500 ETF
VOO
$1.03T
– –
-415
Closed -$224K
WFC icon
180
Wells Fargo
WFC
$264B
– –
-2,915
Closed -$205K
XPO icon
181
XPO
XPO
$23.8B
– –
-2,000
Closed -$262K
4 5 6 7
8

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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.