HUDSON VALLEY INVESTMENT ADVISORS INC /ADV logo

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

RIA/Wealth

HUDSON VALLEY INVESTMENT ADVISORS INC /ADV is a RIA/Wealth based in Goshen, NY led by Gustave Joseph Scacco, reporting $1.7B in AUM as of Q3 2025 with NVDA as the largest holding (5% allocation).

CEOGustave Joseph Scacco
Portfolio Value
$960.5M
Positions
177
Top Holding
NVDA at 5.1%
Last Reported
Q3 2025
Address117 Grand Street, 2nd Floor, Goshen, NY, 10924, United States

Top Holdings

Largest long holdings in HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's portfolio (36.9% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$49.0M
5.10%
-$3.3M
Sold
0.00%
262.5K shares
ETF
ETF
$44.3M
4.61%
+$2.6M
Bought
1.3M shares
Software - Infrastructure
Technology
$43.3M
4.51%
-$1.1M
Sold
0.00%
83.7K shares
Drug Manufacturers - General
Healthcare
$36.6M
3.81%
-$38.9K
Sold
0.01%
48.0K shares
ETF
ETF
$35.0M
3.64%
+$2.1M
Bought
1.2M shares
6
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$31.3M
3.26%
-$1.5M
Sold
0.00%
123.0K shares
Medical - Instruments & Supplies
Healthcare
$29.7M
3.09%
-$406.5K
Sold
0.02%
66.3K shares
Banks - Regional
Financial Services
$29.3M
3.05%
8.69%
1.2M shares
Internet Content & Information
Communication Services
$28.3M
2.94%
-$977.6K
Sold
0.00%
116.1K shares
ETF
ETF
$28.0M
2.92%
+$2.0M
Bought
99.4K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HUDSON VALLEY INVESTMENT ADVISORS INC /ADV's latest filing

See all changes
Market Value
$960.5M
Prior: $913.4M
Q/Q Change
+5.15%
+$47.1M
Net Flows % of MV
-0.873%
Turnover Ratio
1.92%
New Purchases
0 stocks
-
Added To
46 stocks
+$13.8M
Sold Out Of
2 stocks
$619.9K
Reduced Holdings
80 stocks
-$21.6M

Increased Positions

PositionShares Δ
+28.68%
+15.03%
+14.47%
+13.42%
+10.96%

Decreased Positions

PositionShares Δ
Sold
Sold
-29.66%
-20.29%
5
CSX logo
CSX
CSX
-11.52%

Analytics

Portfolio insights and performance metrics for HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

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Sector Allocation

Technology: 24.90%TechnologyETF: 21.30%ETFFinancial Services: 12.90%Financial ServicesHealthcare: 12.70%HealthcareIndustrials: 7.00%Consumer Cyclical: 6.70%Communication Services: 5.50%Energy: 2.70%Consumer Defensive: 2.00%Real Estate: 1.60%Utilities: 1.30%Basic Materials: 1.10%
Technology
24.90%
ETF
21.30%
Financial Services
12.90%
Healthcare
12.70%
Industrials
7.00%
Consumer Cyclical
6.70%
Communication Services
5.50%
Energy
2.70%
Consumer Defensive
2.00%
Real Estate
1.60%
Utilities
1.30%
Basic Materials
1.10%

Market Cap Distribution

Mega Cap (> $200B): 43.62%Mega Cap (> $200B)Large Cap ($10B - $200B): 29.20%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.59%Small Cap ($300M - $2B): 3.07%Micro Cap ($50M - $300M): 0.02%N/A (ETF or Unknown): 21.50%N/A (ETF or Unknown)
Mega Cap (> $200B)
43.62%
Large Cap ($10B - $200B)
29.20%
Mid Cap ($2B - $10B)
2.59%
Small Cap ($300M - $2B)
3.07%
Micro Cap ($50M - $300M)
0.02%
N/A (ETF or Unknown)
21.50%

Portfolio Concentration

Top 10 Holdings %
36.94%
Top 20 Holdings %
53.38%
Top 50 Holdings %
79.35%
Top 100 Holdings %
96.69%

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