HUDSON VALLEY INVESTMENT ADVISORS INC /ADV Portfolio Holdings
Q3 2025•177 long positions•$960.5M portfolio value
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Holding179 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $49.0M 5.1% | -$3.3M Sold | 0.001% 262.5K shares | 280.4K → 262.5K −$3.3M | -6.37% | $4.54T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $44.3M 4.61% | +$2.6M Bought | — 1.3M shares | 1.2M → 1.3M +$2.6M | +6.16% | — — | Q2 2020 Held for 5y 5m | |
Software - Infrastructure Technology | $43.3M 4.51% | -$1.1M Sold | 0.001% 83.7K shares | 85.9K → 83.7K −$1.1M | -2.58% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $36.6M 3.81% | -$38.9K Sold | 0.005% 48.0K shares | 48.0K → 48.0K −$38.9K | -0.11% | $684.00B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $35.0M 3.64% | +$2.1M Bought | — 1.2M shares | 1.1M → 1.2M +$2.1M | +6.48% | — — | Q2 2020 Held for 5y 5m | |
Consumer Electronics Technology | $31.3M 3.26% | -$1.5M Sold | 0.001% 123.0K shares | 129.0K → 123.0K −$1.5M | -4.65% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Instruments & Supplies Healthcare | $29.7M 3.09% | -$406.5K Sold | 0.018% 66.3K shares | 67.2K → 66.3K −$406.5K | -1.35% | $160.32B Large Cap | Q1 2015 Held for 10y 8m | |
Banks - Regional Financial Services | $29.3M 3.05% | — | 8.69% 1.2M shares | — | — | $337.0M Small Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $28.3M 2.94% | -$977.6K Sold | 0.001% 116.1K shares | 120.1K → 116.1K −$977.6K | -3.34% | $2.95T Mega Cap | Q2 2015 Held for 10y 5m | |
ETF ETF | $28.0M 2.92% | +$2.0M Bought | — 99.4K shares | 92.2K → 99.4K +$2.0M | +7.8% | — — | Q1 2022 Held for 3y 8m | |
Specialty Retail Consumer Cyclical | $21.6M 2.25% | -$241.7K Sold | 0.001% 98.5K shares | 99.6K → 98.5K −$241.7K | -1.11% | $2.34T Mega Cap | Q2 2018 Held for 7y 5m | |
Semiconductors Technology | $19.4M 2.02% | -$519.9K Sold | 0.014% 18.0K shares | 18.5K → 18.0K −$519.9K | -2.6% | $142.03B Large Cap | Q1 2022 Held for 3y 8m | |
Banks - Diversified Financial Services | $19.4M 2.02% | -$635.9K Sold | 0.002% 61.5K shares | 63.5K → 61.5K −$635.9K | -3.17% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $18.6M 1.94% | -$537.1K Sold | 0.001% 56.5K shares | 58.1K → 56.5K −$537.1K | -2.8% | $1.56T Mega Cap | Q4 2015 Held for 9y 11m | |
Internet Content & Information Communication Services | $15.5M 1.61% | -$229.1K Sold | 0.001% 21.1K shares | 21.4K → 21.1K −$229.1K | -1.46% | $1.84T Mega Cap | Q3 2014 Held for 11y 2m | |
Financial - Credit Services Financial Services | $14.7M 1.53% | -$475.7K Sold | 0.006% 44.2K shares | 45.6K → 44.2K −$475.7K | -3.14% | $231.14B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $13.1M 1.36% | -$181.2K Sold | — 19.6K shares | 19.9K → 19.6K −$181.2K | -1.37% | — — | Q2 2019 Held for 6y 5m | |
Financial - Credit Services Financial Services | $12.1M 1.26% | +$18.1K Bought | 0.002% 35.4K shares | 35.4K → 35.4K +$18.1K | +0.15% | $662.60B Mega Cap | Q3 2018 Held for 7y 2m | |
Communication Equipment Technology | $11.7M 1.22% | -$1.2M Sold | 0.057% 80.6K shares | 88.6K → 80.6K −$1.2M | -8.99% | $20.6B Large Cap | Q2 2020 Held for 5y 5m | |
Drug Manufacturers - General Healthcare | $11.7M 1.22% | -$139.9K Sold | 0.003% 50.7K shares | 51.3K → 50.7K −$139.9K | -1.18% | $409.03B Mega Cap | Q3 2022 Held for 3y 2m | |
Specialty Retail Consumer Cyclical | $11.3M 1.17% | -$287.6K Sold | 0.016% 2.6K shares | 2.7K → 2.6K −$287.6K | -2.49% | $71.5B Large Cap | Q3 2016 Held for 9y 2m | |
ETF ETF | $11.0M 1.15% | +$489.2K Bought | — 204.3K shares | 195.2K → 204.3K +$489.2K | +4.65% | — — | Q1 2022 Held for 3y 8m | |
Rental & Leasing Services Industrials | $10.6M 1.11% | -$932.7K Sold | 0.017% 11.1K shares | 12.1K → 11.1K −$932.7K | -8.07% | $61.4B Large Cap | Q1 2022 Held for 3y 8m | |
Oil & Gas Integrated Energy | $10.5M 1.09% | -$318.2K Sold | 0.002% 92.8K shares | 95.6K → 92.8K −$318.2K | -2.95% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $10.3M 1.07% | -$956.1K Sold | 0.114% 51.3K shares | 56.1K → 51.3K −$956.1K | -8.52% | $9.0B Mid Cap | Q1 2022 Held for 3y 8m | |
Financial - Capital Markets Financial Services | $10.2M 1.06% | -$446.0K Sold | 0.004% 64.1K shares | 66.9K → 64.1K −$446.0K | -4.19% | $253.75B Mega Cap | Q3 2015 Held for 10y 2m | |
Information Technology Services Technology | $10.1M 1.05% | +$507.9K Bought | 0.004% 35.7K shares | 33.9K → 35.7K +$507.9K | +5.31% | $262.84B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Diagnostics & Research Healthcare | $10.0M 1.04% | -$384.1K Sold | 0.005% 20.5K shares | 21.3K → 20.5K −$384.1K | -3.71% | $183.15B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Devices Healthcare | $9.8M 1.02% | -$4.3K Sold | 0.008% 102.6K shares | 102.7K → 102.6K −$4.3K | -0.04% | $122.16B Large Cap | Q1 2015 Held for 10y 8m | |
Insurance - Brokers Financial Services | $9.5M 0.988% | +$18.3K Bought | 0.01% 47.1K shares | 47.0K → 47.1K +$18.3K | +0.19% | $99.1B Large Cap | Q3 2015 Held for 10y 2m | |
Home Improvement Consumer Cyclical | $9.0M 0.938% | -$84.7K Sold | 0.002% 22.2K shares | 22.4K → 22.2K −$84.7K | -0.93% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $8.8M 0.919% | +$442.6K Bought | — 36.8K shares | 35.0K → 36.8K +$442.6K | +5.28% | — — | Q1 2022 Held for 3y 8m | |
Communication Equipment Technology | $8.7M 0.903% | -$116.9K Sold | 0.003% 126.8K shares | 128.5K → 126.8K −$116.9K | -1.33% | $270.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $8.6M 0.892% | -$17.6K Sold | 0.006% 24.3K shares | 24.3K → 24.3K −$17.6K | -0.21% | $147.66B Large Cap | Q3 2015 Held for 10y 2m | |
ETF ETF | $8.5M 0.881% | +$686.4K Bought | — 165.7K shares | 152.3K → 165.7K +$686.4K | +8.82% | — — | Q1 2022 Held for 3y 8m | |
Software - Application Technology | $8.5M 0.88% | +$29.2K Bought | 0.004% 35.7K shares | 35.6K → 35.7K +$29.2K | +0.35% | $225.62B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $8.4M 0.872% | +$379.7K Bought | — 70.7K shares | 67.5K → 70.7K +$379.7K | +4.75% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.9M 0.819% | +$344.3K Bought | — 56.5K shares | 54.1K → 56.5K +$344.3K | +4.58% | — — | Q4 2019 Held for 5y 11m | |
Medical - Diagnostics & Research Healthcare | $7.4M 0.767% | -$359.2K Sold | 0.005% 37.2K shares | 39.0K → 37.2K −$359.2K | -4.65% | $141.96B Large Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $6.9M 0.723% | +$821.4K Bought | — 149.9K shares | 132.2K → 149.9K +$821.4K | +13.42% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $6.6M 0.688% | +$70.8K Bought | — 42.9K shares | 42.4K → 42.9K +$70.8K | +1.08% | — — | Q1 2022 Held for 3y 8m | |
Medical - Healthcare Plans Healthcare | $6.6M 0.688% | -$94.3K Sold | 0.002% 19.1K shares | 19.4K → 19.1K −$94.3K | -1.41% | $312.73B Mega Cap | Q2 2015 Held for 10y 5m | |
Financial - Capital Markets Financial Services | $6.6M 0.684% | -$398.2K Sold | 0.003% 8.2K shares | 8.7K → 8.2K −$398.2K | -5.71% | $241.07B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Restaurants Consumer Cyclical | $6.5M 0.677% | +$205.7K Bought | 0.012% 165.8K shares | 160.6K → 165.8K +$205.7K | +3.27% | $52.5B Large Cap | Q1 2020 Held for 5y 8m | |
Industrial - Distribution Industrials | $6.5M 0.675% | -$82.0K Sold | 0.014% 6.8K shares | 6.9K → 6.8K −$82.0K | -1.25% | $45.6B Large Cap | Q1 2023 Held for 2y 8m | |
Engineering & Construction Industrials | $6.4M 0.667% | -$266.2K Sold | 0.094% 152.3K shares | 158.6K → 152.3K −$266.2K | -3.99% | $6.8B Mid Cap | Q1 2022 Held for 3y 8m | |
Hardware, Equipment & Parts Technology | $6.4M 0.667% | -$535.5K Sold | 0.004% 51.8K shares | 56.1K → 51.8K −$535.5K | -7.72% | $151.09B Large Cap | Q1 2025 Held for 8 months | |
Financial - Capital Markets Financial Services | $6.4M 0.664% | -$58.8K Sold | 0.004% 66.8K shares | 67.4K → 66.8K −$58.8K | -0.91% | $173.30B Large Cap | Q3 2024 Held for 1y 2m | |
Electronic Gaming & Multimedia Technology | $5.9M 0.614% | +$582.3K Bought | 0.012% 22.8K shares | 20.6K → 22.8K +$582.3K | +10.96% | $47.7B Large Cap | Q2 2025 Held for 5 months | |
Real Estate - Services Real Estate | $5.9M 0.614% | -$315.1K Sold | 0.013% 37.4K shares | 39.4K → 37.4K −$315.1K | -5.07% | $46.9B Large Cap | Q4 2024 Held for 11 months |
