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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
DUKDuke Energy Corp
Recent Activity
Increased 0.8%
0.2%
$1.756M
16,300 shares@ $107.75 avg price
XLUUtilities Select Sector Spdr Etf
Recent Activity
Decreased -0.68%
0.2%
$1.688M
22,303 shares@ $75.69 avg price
SOSouthern Co
Recent Activity
0.19%
$1.669M
20,280 shares@ $82.33 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Increased 20.94%
0.19%
$1.64M
8,665 shares@ $189.3 avg price
QQQInvesco Qqq Trust
Recent Activity
Increased 4.36%
0.19%
$1.592M
3,115 shares@ $511.23 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -3.39%
0.18%
$1.52M
15,281 shares@ $99.49 avg price
CBRECbre Group Inc
Recent Activity
New Position
0.18%
$1.518M
11,563 shares@ $131.29 avg price
LENLennar Corp
Recent Activity
Decreased -76.63%
0.16%
$1.396M
10,240 shares@ $136.38 avg price
EMREmerson Electric Co
Recent Activity
Decreased -0.93%
0.15%
$1.315M
10,607 shares@ $123.94 avg price
ABTAbbott Laboratories
Recent Activity
0.14%
$1.198M
10,594 shares@ $113.11 avg price