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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
AMZNAmazon.com Inc
Recent Activity
Decreased -3.53%
2.39%
$21.052M
95,958 shares@ $219.4 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -6.74%
1.97%
$17.381M
72,508 shares@ $239.72 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -2.29%
1.64%
$14.475M
62,433 shares@ $231.85 avg price
AXPAmerican Express Co
Recent Activity
Decreased -6%
1.54%
$13.54M
45,623 shares@ $296.79 avg price
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -4.56%
1.53%
$13.491M
23,019 shares@ $586.09 avg price
KLACKla Corp
Recent Activity
Increased 3.66%
1.52%
$13.36M
21,203 shares@ $630.12 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 8.86%
1.51%
$13.296M
26,283 shares@ $505.89 avg price
CRMSalesforce Inc
Recent Activity
Decreased -8.18%
1.39%
$12.2M
36,491 shares@ $334.33 avg price
VVisa Inc
Recent Activity
Decreased -4.13%
1.36%
$11.994M
37,949 shares@ $316.05 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.14%
1.27%
$11.138M
103,541 shares@ $107.58 avg price