Institution Information
| 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 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TRUST S&P | COM | 151 | $451,076 | 858 | 0.00 | 0.00 | 48 | 5.93 | 03-31-2024 |
| Coterra Energy Inc | COM | 152 | $449,983 | 16,140 | 0.00 | 0.00 | -1,992 | -10.99 | 03-31-2024 |
| Honeywell International Inc | COM | 153 | $448,471 | 2,185 | 0.00 | 0.00 | -53 | -2.37 | 03-31-2024 |
| SPDR Portfolio S&P 500 Value ETF | COM | 154 | $446,140 | 8,905 | 0.00 | 0.00 | -2,914 | -24.66 | 03-31-2024 |
