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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
GWWW.w. Grainger Inc
Recent Activity
Decreased -5.62%
0.89%
$7.853M
7,449 shares@ $1054.2 avg price
FLOTIshares Floating Rate Bond Etf
Recent Activity
Increased 1.6%
0.85%
$7.428M
145,991 shares@ $50.88 avg price
CSCOCisco Systems Inc
Recent Activity
Decreased -3.45%
0.8%
$6.997M
118,193 shares@ $59.21 avg price
XLCCommunication Services Select Sector Spdr Etf
Recent Activity
Decreased -0.18%
0.8%
$6.977M
72,064 shares@ $96.82 avg price
SHWSherwin-williams Co
Recent Activity
Decreased -3.16%
0.75%
$6.604M
19,427 shares@ $339.95 avg price
XLIIndustrial Select Sector Spdr Etf
Recent Activity
Increased 1.34%
0.75%
$6.561M
49,792 shares@ $131.77 avg price
PEPPepsico Inc
Recent Activity
Increased 12.79%
0.72%
$6.323M
41,580 shares@ $152.07 avg price
PLDPrologis Inc
Recent Activity
Decreased -2.1%
0.7%
$6.137M
58,060 shares@ $105.71 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -3.97%
0.68%
$5.941M
65,112 shares@ $91.26 avg price
BKRBaker Hughes Co
Recent Activity
Decreased -9.1%
0.63%
$5.543M
135,136 shares@ $41.03 avg price