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 |
|---|---|---|---|---|---|---|---|---|---|
| Southern Co | COM | 101 | $1,562,553 | 21,654 | 0.00 | 0.00 | 150 | 0.70 | 06-30-2024 |
| Costco Wholesale Corp | COM | 102 | $1,556,957 | 2,353 | 0.00 | 0.00 | 237 | 11.20 | 06-30-2024 |
| Emerson Electric Co | COM | 103 | $1,269,004 | 13,251 | 0.00 | 0.00 | 2,319 | 21.21 | 06-30-2024 |
| Abbott Laboratories | COM | 104 | $1,216,056 | 10,819 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
