HUDSON VALLEY INVESTMENT ADVISORS INC /ADV
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Alphabet Inc Class C(GOOG) | 120,113 | 116,099 | -4,014 | 21,306,668 | 28,275,911 | 2.94% | +6,969,243 |
| Apple Inc(AAPL) | 128,951 | 122,960 | -5,991 | 26,456,907 | 31,309,343 | 3.26% | +4,852,436 |
| NVIDIA Corp(NVDA) | 280,390 | 262,537 | -17,853 | 44,298,974 | 48,984,340 | 5.10% | +4,685,366 |
| Technology Select Sector SPDR ETF | 92,215 | 99,412 | +7,197 | 23,351,604 | 28,020,266 | 2.92% | +4,668,662 |
| Ciena Corp(CIEN) | 88,578 | 80,616 | -7,962 | 7,203,967 | 11,743,478 | 1.22% | +4,539,511 |
| SPDR Portfolio Intermediate Term Corporate Bond ETF | 1,231,779 | 1,307,674 | +75,895 | 41,363,139 | 44,317,072 | 4.61% | +2,953,933 |
| KLA Corp(KLAC) | 18,508 | 18,026 | -482 | 16,578,356 | 19,442,844 | 2.02% | +2,864,488 |
| Broadcom Inc(AVGO) | 58,115 | 56,487 | -1,628 | 16,019,391 | 18,635,616 | 1.94% | +2,616,225 |
| SPDR Portfolio Short Term Corporate Bond ETF | 1,085,013 | 1,155,275 | +70,262 | 32,756,542 | 34,993,280 | 3.64% | +2,236,738 |
| AbbVie Inc(ABBV) | 51,294 | 50,690 | -604 | 9,521,192 | 11,736,763 | 1.22% | +2,215,571 |
| United Rentals Inc(URI) | 12,108 | 11,131 | -977 | 9,122,167 | 10,626,320 | 1.11% | +1,504,153 |
| Thermo Fisher Scientific Inc(TMO) | 21,339 | 20,547 | -792 | 8,651,926 | 9,965,485 | 1.04% | +1,313,559 |
| SPDR Portfolio S&P 600 Small Cap ETF | 132,177 | 149,911 | +17,734 | 5,630,740 | 6,943,878 | 0.72% | +1,313,138 |
| AutoZone Inc(AZO) | 2,692 | 2,625 | -67 | 9,997,035 | 11,266,170 | 1.17% | +1,269,135 |
| Consumer Discretionary Select Sector SPDR ETF | 34,991 | 36,838 | +1,847 | 7,604,594 | 8,827,858 | 0.92% | +1,223,264 |
| Baker Hughes Co(BKR) | 121,836 | 118,254 | -3,582 | 4,671,154 | 5,761,286 | 0.60% | +1,090,132 |
| Communication Services Select Sector SPDR ETF | 67,528 | 70,736 | +3,208 | 7,328,814 | 8,373,020 | 0.87% | +1,044,206 |
| Chart Industries Inc(GTLS) | 56,055 | 51,278 | -4,777 | 9,229,456 | 10,263,292 | 1.07% | +1,033,836 |
| JPMorgan Chase & Co(JPM) | 63,513 | 61,497 | -2,016 | 18,413,100 | 19,398,049 | 2.02% | +984,949 |
| Take-Two Interactive Software Inc(TTWO) | 20,574 | 22,828 | +2,254 | 4,996,396 | 5,897,842 | 0.61% | +901,446 |
| Amphenol Corp | 56,081 | 51,754 | -4,327 | 5,537,999 | 6,404,558 | 0.67% | +866,559 |
| Oracle Corp(ORCL) | 15,505 | 15,085 | -420 | 3,389,967 | 4,242,646 | 0.44% | +852,679 |
| Medtronic PLC(MDT) | 102,654 | 102,609 | -45 | 8,948,349 | 9,772,481 | 1.02% | +824,132 |
| Financial Select Sector SPDR ETF | 195,202 | 204,284 | +9,082 | 10,222,729 | 11,004,779 | 1.15% | +782,050 |
| SPDR S&P 500 ETF(SPY) | 19,905 | 19,633 | -272 | 12,298,304 | 13,079,112 | 1.36% | +780,808 |
| The Home Depot Inc(HD) | 22,449 | 22,240 | -209 | 8,230,562 | 9,011,272 | 0.94% | +780,710 |
| Morgan Stanley(MS) | 66,936 | 64,130 | -2,806 | 9,428,405 | 10,194,039 | 1.06% | +765,634 |
| iShares Floating Rate Bond ETF | 152,289 | 165,725 | +13,436 | 7,769,785 | 8,466,062 | 0.88% | +696,277 |
| Microsoft Corp(MSFT) | 85,875 | 83,662 | -2,213 | 42,715,074 | 43,332,723 | 4.51% | +617,649 |
| Health Care Select Sector SPDR ETF | 54,071 | 56,545 | +2,474 | 7,288,230 | 7,869,368 | 0.82% | +581,138 |
| UnitedHealth Group Inc(UNH) | 19,398 | 19,125 | -273 | 6,051,723 | 6,604,005 | 0.69% | +552,282 |
| SPDR Portfolio S&P 500 ETF | 37,666 | 41,103 | +3,437 | 2,737,942 | 3,220,009 | 0.34% | +482,067 |
| Alphabet Inc Class A(GOOG) | 6,730 | 6,765 | +35 | 1,186,028 | 1,644,572 | 0.17% | +458,544 |
| SPDR Portfolio S&P 400 Mid Cap ETF | 23,400 | 30,111 | +6,711 | 1,272,492 | 1,722,048 | 0.18% | +449,556 |
| NextEra Energy Inc(NEE) | 53,802 | 55,209 | +1,407 | 3,734,935 | 4,167,727 | 0.43% | +432,792 |
| Johnson & Johnson(JNJ) | 10,893 | 11,102 | +209 | 1,663,906 | 2,058,533 | 0.21% | +394,627 |
| Goldman Sachs Group Inc(GS) | 8,749 | 8,249 | -500 | 6,192,105 | 6,569,091 | 0.68% | +376,986 |
| Duke Energy Corp(DUK) | 42,343 | 43,397 | +1,054 | 4,996,471 | 5,370,375 | 0.56% | +373,904 |
| CBRE Group Inc(CBRE) | 39,411 | 37,411 | -2,000 | 5,522,269 | 5,894,477 | 0.61% | +372,208 |
| Lincoln Electric Holdings Inc(LECO) | 21,453 | 20,373 | -1,080 | 4,447,429 | 4,804,565 | 0.50% | +357,136 |
| Industrial Select Sector SPDR ETF | 42,410 | 42,869 | +459 | 6,256,323 | 6,611,686 | 0.69% | +355,363 |
| Bank of America Corporation | 81,758 | 81,078 | -680 | 3,868,768 | 4,182,792 | 0.44% | +314,024 |
| Quanta Services Inc | 13,813 | 13,325 | -488 | 5,222,419 | 5,522,147 | 0.57% | +299,728 |
| Corning Inc(GLW) | 9,615 | 9,645 | +30 | 505,653 | 791,179 | 0.08% | +285,526 |
| Blackstone Inc(BX) | 12,426 | 12,435 | +9 | 1,858,681 | 2,124,520 | 0.22% | +265,839 |
| Chevron Corp(CVX) | 21,596 | 21,596 | 0 | 3,092,329 | 3,353,641 | 0.35% | +261,312 |
| Valero Energy Corp(VLO) | 0 | 1,425 | +1,425 | 0 | 242,621 | 0.03% | +242,621 |
| Caterpillar Inc(CAT) | 2,634 | 2,629 | -5 | 1,022,545 | 1,254,427 | 0.13% | +231,882 |
| Charles Schwab Corp(SCHW) | 67,428 | 66,812 | -616 | 6,152,131 | 6,378,542 | 0.66% | +226,411 |
| Advanced Micro Devices Inc(AMD) | 22,137 | 20,806 | -1,331 | 3,141,240 | 3,366,203 | 0.35% | +224,963 |
| Walmart Inc(WMT) | 38,227 | 38,404 | +177 | 3,737,791 | 3,957,869 | 0.41% | +220,078 |
| The Hershey Co(HSY) | 0 | 1,164 | +1,164 | 0 | 217,726 | 0.02% | +217,726 |
| RTX Corp(RTX) | 9,719 | 9,759 | +40 | 1,419,168 | 1,632,973 | 0.17% | +213,805 |
| Intel Corp(INTC) | 0 | 6,350 | +6,350 | 0 | 213,043 | 0.02% | +213,043 |
| McDonald's Corp(MCD) | 17,070 | 17,103 | +33 | 4,987,226 | 5,197,278 | 0.54% | +210,052 |
| SPDR Gold Shares ETF(GLD) | 0 | 581 | +581 | 0 | 206,528 | 0.02% | +206,528 |
| Webster Financial Corp(WBS) | 46,175 | 45,884 | -291 | 2,521,155 | 2,727,345 | 0.28% | +206,190 |
| Northrop Grumman Corp(NOC) | 1,870 | 1,870 | 0 | 934,963 | 1,139,428 | 0.12% | +204,465 |
| Real Estate Select Sector SPDR ETF | 29,227 | 33,455 | +4,228 | 1,210,582 | 1,409,459 | 0.15% | +198,877 |
| Utilities Select Sector SPDR ETF | 21,117 | 22,013 | +896 | 1,724,414 | 1,919,754 | 0.20% | +195,340 |
| ResMed Inc(RMD) | 11,000 | 11,000 | 0 | 2,838,000 | 3,011,030 | 0.31% | +173,030 |
| General Electric Co(GE) | 3,815 | 3,815 | 0 | 981,943 | 1,147,628 | 0.12% | +165,685 |
| Consumer Staples Select Sector SPDR ETF | 49,028 | 52,741 | +3,713 | 3,969,797 | 4,133,312 | 0.43% | +163,515 |
| Exxon Mobil Corp | 95,575 | 92,753 | -2,822 | 10,303,015 | 10,457,873 | 1.09% | +154,858 |
| SPDR S&P MidCap 400 ETF(MDY) | 4,321 | 4,357 | +36 | 2,447,760 | 2,596,903 | 0.27% | +149,143 |
| Trimble Inc(TRMB) | 46,437 | 44,960 | -1,477 | 3,528,283 | 3,670,984 | 0.38% | +142,701 |
| American Express Co(AXP) | 45,649 | 44,217 | -1,432 | 14,561,118 | 14,687,119 | 1.53% | +126,001 |
| Commercial Metals Co(CMC) | 14,610 | 14,610 | 0 | 714,575 | 836,861 | 0.09% | +122,286 |
| Energy Select Sector SPDR ETF | 30,799 | 30,446 | -353 | 2,612,063 | 2,720,046 | 0.28% | +107,983 |
| Materials Select Sector SPDR ETF | 12,887 | 13,817 | +930 | 1,131,607 | 1,238,280 | 0.13% | +106,673 |
| Generac Holdings Inc(GNRC) | 15,018 | 13,481 | -1,537 | 2,150,728 | 2,256,719 | 0.23% | +105,991 |
| PepsiCo Inc(PEP) | 43,055 | 41,204 | -1,851 | 5,684,960 | 5,786,667 | 0.60% | +101,707 |
| Rockwell Automation Inc(ROK) | 9,309 | 9,127 | -182 | 3,092,171 | 3,190,160 | 0.33% | +97,989 |
| iShares U.S. Technology ETF | 4,480 | 4,440 | -40 | 776,250 | 869,618 | 0.09% | +93,368 |
| Invesco QQQ Trust | 2,815 | 2,740 | -75 | 1,552,867 | 1,645,014 | 0.17% | +92,147 |
| iShares Short Term National Muni Bond ETF | 11,278 | 12,053 | +775 | 1,199,303 | 1,287,019 | 0.13% | +87,716 |
| International Business Machines Corp(IBM) | 33,911 | 35,711 | +1,800 | 9,996,285 | 10,076,216 | 1.05% | +79,931 |
| GE Vernova Inc(GEV) | 850 | 850 | 0 | 449,778 | 522,665 | 0.05% | +72,887 |
| Tesla Inc(TSLA) | 786 | 721 | -65 | 249,681 | 320,643 | 0.03% | +70,962 |
| Norfolk Southern Corp(NSC) | 1,500 | 1,500 | 0 | 383,955 | 450,615 | 0.05% | +66,660 |
| Bank of New York Mellon Corp | 3,490 | 3,490 | 0 | 317,974 | 380,270 | 0.04% | +62,296 |
| Sysco Corp(SYY) | 9,144 | 9,144 | 0 | 692,574 | 752,925 | 0.08% | +60,351 |
| Southern Co(SO) | 20,190 | 20,190 | 0 | 1,854,048 | 1,913,406 | 0.20% | +59,358 |
| ConocoPhillips(COP) | 14,466 | 14,290 | -176 | 1,298,179 | 1,351,691 | 0.14% | +53,512 |
| Oshkosh Corp(OSK) | 3,131 | 3,131 | 0 | 355,494 | 406,091 | 0.04% | +50,597 |
| iShares Core S&P Small-Cap ETF | 4,261 | 4,261 | 0 | 465,685 | 506,335 | 0.05% | +40,650 |
| iShares Core S&P 500 ETF | 775 | 775 | 0 | 481,198 | 518,708 | 0.05% | +37,510 |
| Phillips 66(PSX) | 2,225 | 2,225 | 0 | 265,442 | 302,645 | 0.03% | +37,203 |
| Lockheed Martin Corp(LMT) | 1,424 | 1,396 | -28 | 659,691 | 696,653 | 0.07% | +36,962 |
| Aflac Inc(AFL) | 3,222 | 3,370 | +148 | 339,792 | 376,429 | 0.04% | +36,637 |
| Bristol-Myers Squibb Company(BMY) | 5,989 | 6,889 | +900 | 277,231 | 310,694 | 0.03% | +33,463 |
| BP PLC(BP) | 7,139 | 7,139 | 0 | 213,670 | 246,010 | 0.03% | +32,340 |
| SPDR Portfolio S&P 500 Growth ETF | 5,082 | 4,936 | -146 | 484,416 | 515,861 | 0.05% | +31,445 |
| Enbridge Inc(ENB) | 6,120 | 6,094 | -26 | 276,999 | 307,547 | 0.03% | +30,548 |
| CVS Health Corp(CVS) | 7,714 | 7,459 | -255 | 532,123 | 562,346 | 0.06% | +30,223 |
| Merck & Co Inc(MRK) | 11,195 | 10,884 | -311 | 886,166 | 913,462 | 0.10% | +27,296 |
| PNC Financial Services Group Inc(PNC) | 1,575 | 1,575 | 0 | 293,612 | 316,465 | 0.03% | +22,853 |
| Mastercard Inc(MA) | 1,084 | 1,111 | +27 | 609,143 | 631,948 | 0.07% | +22,805 |
| PPL Corp(PPL) | 6,625 | 6,625 | 0 | 224,521 | 246,185 | 0.03% | +21,664 |
| Verizon Communications Inc(VZ) | 22,166 | 22,312 | +146 | 959,114 | 980,604 | 0.10% | +21,490 |