Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 04-12-2024 | 03-31-2024 | 178 | 834,949,493 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Eli Lilly and Co | COM | 1 | $39,980,142 | 51,391 | 0.00 | 0.00 | 1,101 | 2.19 | 03-31-2024 |
Microsoft Corp | COM | 2 | $39,547,251 | 93,998 | 0.00 | 0.00 | -1,246 | -1.31 | 03-31-2024 |
NVIDIA CORP | COM | 3 | $34,327,148 | 37,990 | 0.00 | 0.00 | -1,173 | -3.00 | 03-31-2024 |
SPDR Portfolio Intermediate Term Corporate Bond ETF | COM | 4 | $31,174,001 | 953,625 | 0.00 | 0.00 | 114,841 | 13.69 | 03-31-2024 |