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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
ADBEAdobe Systems Inc
Recent Activity
Increased 0.17%
1.26%
$11.041M
24,828 shares@ $444.7 avg price
GTLSChart Industries Inc
Recent Activity
Decreased -9.81%
1.23%
$10.821M
56,700 shares@ $190.85 avg price
DHRDanaher Corp
Recent Activity
Increased 1.95%
1.23%
$10.79M
47,003 shares@ $229.56 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -1.57%
1.22%
$10.713M
88,692 shares@ $120.8 avg price
MMCMarsh & Mclennan Companies Inc
Recent Activity
Decreased -0.83%
1.21%
$10.602M
49,914 shares@ $212.42 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 1.34%
1.2%
$10.577M
20,331 shares@ $520.25 avg price
XLFFinancial Select Sector Spdr Etf
Recent Activity
Increased 2.05%
1.16%
$10.241M
211,895 shares@ $48.33 avg price
HDThe Home Depot Inc
Recent Activity
Decreased -2.07%
1.12%
$9.832M
25,274 shares@ $389.0 avg price
URIUnited Rentals Inc
Recent Activity
Decreased -5.37%
1.09%
$9.542M
13,545 shares@ $704.5 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -6.62%
1.08%
$9.52M
53,573 shares@ $177.7 avg price