Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 07-02-2024 | 06-30-2024 | 181 | 769,490,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft Corp | COM | 1 | $37,972,576 | 101,344 | 0.00 | 0.00 | 7,346 | 7.82 | 06-30-2024 |
| Eli Lilly and Co | COM | 2 | $32,879,096 | 52,520 | 0.00 | 0.00 | 1,129 | 2.20 | 06-30-2024 |
| ORANGE COUNTY BANCORP INC. | COM | 3 | $31,236,237 | 598,510 | 0.00 | 0.00 | -3,769 | -0.63 | 06-30-2024 |
| SPDR Portfolio Intermediate Term Corporate Bond ETF | COM | 4 | $27,386,298 | 838,784 | 0.00 | 0.00 | -114,841 | -12.04 | 06-30-2024 |
