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 |
|---|---|---|---|---|---|---|---|---|---|
| Coca-Cola Co | COM | 201 | $294,459 | 4,813 | 0.00 | 0.00 | -207 | -4.12 | 03-31-2024 |
| OCCIDENTAL PETROLEIM CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -122 | -2.64 | 12-31-2023 |
| LOWES COMPANIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -53 | -3.82 | 03-31-2024 |
| ISHARES TR S&P 500 GROWTH ETF | COM | 204 | $287,096 | 3,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
