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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
XLPConsumer Staples Select Sector Spdr Etf
Recent Activity
Increased 1.69%
0.44%
$3.83M
48,721 shares@ $78.62 avg price
MDLZMondelez International Inc
Recent Activity
Increased 5.81%
0.42%
$3.674M
61,504 shares@ $59.74 avg price
WMTWalmart Inc
Recent Activity
Decreased -3.47%
0.41%
$3.533M
39,100 shares@ $90.36 avg price
SLBSchlumberger Ltd
Recent Activity
Decreased -1.91%
0.4%
$3.487M
90,951 shares@ $38.35 avg price
GNRCGenerac Holdings Inc
Recent Activity
Decreased -4.65%
0.4%
$3.482M
22,459 shares@ $155.06 avg price
CVXChevron Corp
Recent Activity
Decreased -4.81%
0.38%
$3.336M
23,031 shares@ $144.85 avg price
WYWeyerhaeuser Co
Recent Activity
Decreased -3.66%
0.38%
$3.326M
118,153 shares@ $28.16 avg price
XLEEnergy Select Sector Spdr Etf
Recent Activity
Increased 2.92%
0.37%
$3.257M
38,028 shares@ $85.66 avg price
PGProcter & Gamble Co
Recent Activity
Decreased -7.64%
0.37%
$3.232M
19,279 shares@ $167.66 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.66%
0.35%
$3.03M
18,182 shares@ $166.65 avg price