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
SPIBSpdr Portfolio Intermediate Term Corporate Bond Etf Recent Activity Increased 2.39%	4.59%	$40.453M 1.235M shares@ $32.77 avg price	Increased 2.39%
MSFTMicrosoft Corp Recent Activity Increased 0.01%	4.22%	$37.197M 88,248 shares@ $421.51 avg price	Increased 0.01%
SPSBSpdr Portfolio Short Term Corporate Bond Etf Recent Activity Increased 3.11%	3.55%	$31.308M 1.048M shares@ $29.87 avg price	Increased 3.11%
GOOGAlphabet Inc Class C Recent Activity Increased 0.37%	2.45%	$21.624M 113,545 shares@ $190.45 avg price	Increased 0.37%
XLKTechnology Select Sector Spdr Etf Recent Activity Increased 0.12%	2.4%	$21.161M 91,008 shares@ $232.52 avg price	Increased 0.12%
KLACKla Corp Recent Activity Increased 3.66%	1.52%	$13.36M 21,203 shares@ $630.12 avg price	Increased 3.66%
UNHUnitedhealth Group Inc Recent Activity Increased 8.86%	1.51%	$13.296M 26,283 shares@ $505.89 avg price	Increased 8.86%
ADBEAdobe Systems Inc Recent Activity Increased 0.17%	1.26%	$11.041M 24,828 shares@ $444.7 avg price	Increased 0.17%
DHRDanaher Corp Recent Activity Increased 1.95%	1.23%	$10.79M 47,003 shares@ $229.56 avg price	Increased 1.95%
TMOThermo Fisher Scientific Inc Recent Activity Increased 1.34%	1.2%	$10.577M 20,331 shares@ $520.25 avg price	Increased 1.34%