Mark Lazarczyk

@Hudson Valley Investment Advisors Inc Adv

Latest period2024 - Q4

Reported8d ago

Managed Assets$882.906M

Total holdings177

Assets growth rate-2.29%

Assets growth rate (2-Q avg)7.57%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hudson Valley Investment Advisors Inc Adv's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Hudson Valley Investment Advisors Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 882.906M in assets, with a quarterly growth rate of -2.29% and a 2-quarter average growth rate of 7.57%. The portfolio is managed by Mark Lazarczyk, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CBRECbre Group Inc Recent Activity New Position	0.18%	$1.518M 11,563 shares@ $131.29 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.07%	$556,895 1,379 shares@ $403.84 avg price	New Position
XPOXpo Inc Recent Activity New Position	0.03%	$262,300 2,000 shares@ $131.15 avg price	New Position
TTDThe Trade Desk Inc Com Cl A Recent Activity New Position	0.03%	$235,060 2,000 shares@ $117.53 avg price	New Position
NOWServicenow Inc Recent Activity New Position	0.03%	$222,625 210 shares@ $1060.12 avg price	New Position
DOWDow Inc Recent Activity New Position	0.03%	$215,418 5,368 shares@ $40.14 avg price	New Position
WFCWells Fargo & Co Recent Activity New Position	0.03%	$204,750 2,915 shares@ $70.25 avg price	New Position
PANLPangaea Logistics Solution Ltd Shs Recent Activity New Position	0.02%	$123,280 23,000 shares@ $5.36 avg price	New Position
AMCRAmcor Plc Recent Activity New Position	0.02%	$103,510 11,000 shares@ $9.41 avg price	New Position