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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
IBMInternational Business Machines Corp
Recent Activity
Decreased -7.04%
0.33%
$2.905M
13,212 shares@ $219.85 avg price
ADPAutomatic Data Processing Inc
Recent Activity
Decreased -1.05%
0.32%
$2.746M
9,380 shares@ $292.73 avg price
MDYSpdr S&p Midcap 400 Etf
Recent Activity
Decreased -1.68%
0.3%
$2.564M
4,502 shares@ $569.58 avg price
WBSWebster Financial Corp
Recent Activity
Decreased -15.14%
0.29%
$2.554M
46,244 shares@ $55.23 avg price
RMDResmed Inc
Recent Activity
0.29%
$2.516M
11,000 shares@ $228.69 avg price
ILMNIllumina Inc
Recent Activity
Decreased -1.14%
0.26%
$2.291M
17,145 shares@ $133.63 avg price
BXBlackstone Inc
Recent Activity
0.25%
$2.142M
12,426 shares@ $172.43 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.93%
0.23%
$1.944M
13,441 shares@ $144.62 avg price
COSTCostco Wholesale Corp
Recent Activity
Decreased -1.84%
0.21%
$1.849M
2,018 shares@ $916.28 avg price
COPConocophillips
Recent Activity
Decreased -3.91%
0.21%
$1.79M
18,047 shares@ $99.18 avg price