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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
AESThe Aes Corp
Recent Activity
Increased 12.08%
0.6%
$5.231M
406,443 shares@ $12.88 avg price
MCDMcdonald's Corp
Recent Activity
Decreased -0.92%
0.58%
$5.055M
17,436 shares@ $289.91 avg price
SPSMSpdr Series Tr. Portfolio S&p 600 Small Cap Etf
Recent Activity
Increased 10.2%
0.55%
$4.843M
107,810 shares@ $44.92 avg price
LECOLincoln Electric Holdings Inc
Recent Activity
Decreased -0.37%
0.53%
$4.656M
24,834 shares@ $187.48 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -3.85%
0.5%
$4.397M
7,678 shares@ $572.62 avg price
SCHWCharles Schwab Corp
Recent Activity
Increased 16.33%
0.49%
$4.301M
58,113 shares@ $74.01 avg price
BACBank Of America Corporation
Recent Activity
Decreased -1.13%
0.49%
$4.247M
96,628 shares@ $43.96 avg price
PFEPfizer Inc
Recent Activity
Decreased -11.91%
0.47%
$4.141M
156,097 shares@ $26.54 avg price
NUENucor Corp
Recent Activity
Increased 5.4%
0.45%
$3.891M
33,339 shares@ $116.72 avg price
OWLBlue Owl Capital Corp - Class A
Recent Activity
Decreased -3.19%
0.44%
$3.847M
165,383 shares@ $23.27 avg price