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