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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
CMGChipotle Mexican Grill Inc
Recent Activity
Decreased -2.52%
1.04%
$9.141M
151,597 shares@ $60.31 avg price
MSMorgan Stanley
Recent Activity
Decreased -7.63%
0.99%
$8.705M
69,237 shares@ $125.73 avg price
AZOAutozone Inc
Recent Activity
Decreased -0.81%
0.98%
$8.597M
2,683 shares@ $3204.39 avg price
CIENCiena Corp
Recent Activity
Decreased -13.43%
0.96%
$8.416M
99,230 shares@ $84.82 avg price
MDTMedtronic Plc
Recent Activity
Decreased -0.87%
0.94%
$8.262M
103,425 shares@ $79.88 avg price
CSXCsx Corp
Recent Activity
Increased 0.06%
0.94%
$8.258M
255,893 shares@ $32.28 avg price
XLYConsumer Discretionary Select Sector Spdr Etf
Recent Activity
Increased 1.02%
0.93%
$8.185M
36,482 shares@ $224.36 avg price
METAMeta Platforms Inc
Recent Activity
Increased 27.98%
0.92%
$8.086M
13,810 shares@ $585.51 avg price
FLRFluor Corporation
Recent Activity
Decreased -6.46%
0.9%
$7.91M
160,380 shares@ $49.33 avg price
XLVHealth Care Select Sector Spdr Etf
Recent Activity
Increased 0.78%
0.9%
$7.88M
57,283 shares@ $137.57 avg price