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Mark Lazarczyk

@Hudson Valley Investment Advisors Inc Adv

Latest period2024 - Q4ReportedManaged Assets$882.906MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
INTCIntel Corp
Recent Activity
Exited
0%
$262,166
11,175 shares@ $23.47 avg price
BALLBall Corp
Recent Activity
Exited
0%
$237,685
3,500 shares@ $67.91 avg price
HSYThe Hershey Co
Recent Activity
Exited
0%
$223,232
1,164 shares@ $191.79 avg price
ALBAlbemarle Corp
Recent Activity
Exited
0%
$213,098
2,250 shares@ $94.72 avg price
CARRCarrier Global Corp Com
Recent Activity
Exited
0%
$200,742
2,494 shares@ $80.49 avg price
CHMICherry Hill Mortgage Investment Corp
Recent Activity
Exited
0%
$101,640
28,000 shares@ $3.63 avg price