0001062993-20-000227.txt : 20200117 0001062993-20-000227.hdr.sgml : 20200117 20200117154912 ACCESSION NUMBER: 0001062993-20-000227 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200117 DATE AS OF CHANGE: 20200117 EFFECTIVENESS DATE: 20200117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HUDSON VALLEY INVESTMENT ADVISORS INC /ADV CENTRAL INDEX KEY: 0000943442 IRS NUMBER: 061420079 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15104 FILM NUMBER: 20533468 BUSINESS ADDRESS: STREET 1: 117 GRAND STREET, SUITE 201 CITY: GOSHEN STATE: NY ZIP: 10924 BUSINESS PHONE: 9142946127 MAIL ADDRESS: STREET 1: 117 GRAND STREET, SUITE 201 CITY: GOSHEN STATE: NY ZIP: 10924 FORMER COMPANY: FORMER CONFORMED NAME: HUDSON VALLEY INVESTMENT ADVISORS INC /ADV DATE OF NAME CHANGE: 19950404 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000943442 XXXXXXXX 12-31-2019 12-31-2019 HUDSON VALLEY INVESTMENT ADVISORS INC /ADV

117 GRAND STREET, SUITE 201 GOSHEN NY 10924

13F HOLDINGS REPORT 028-15104 N Mark Lazarczyk 845-294-6127 Mark Lazarczyk Goshen NY 01-17-2020 0 169 468607 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M COMPANY COM 885794101 1051 5956 SH SOLE 3456 0 2500 ABBOTT LABORATORIES COM 002824100 1863 21451 SH SOLE 3799 0 17652 ABBVIE INC COM COM 002874109 1207 13633 SH SOLE 4013 0 9620 ADOBE SYSTEMS INC COM 00724F101 10149 30773 SH SOLE 21669 0 9104 AIMGLOBAL TECHNOLOGIES INC COM 00900N100 0 20000 SH SOLE 0 0 20000 ADSOUTH PARTNERS INC (NV) COM 00737M200 0 10001 SH SOLE 0 0 10001 ALPS ALERIAN MLP ETF COM 00162Q866 173 20375 SH SOLE 20375 0 0 ALLERGAN PLC COM G0177J108 556 2911 SH SOLE 2611 0 300 ALPHABET INC CLASS A COM 02079K305 380 284 SH SOLE 274 0 10 ALPHABET INC CLASS C COM 02079K107 7838 5862 SH SOLE 4184 0 1678 ALTRIA GROUP INC COM 02209S103 291 5833 SH SOLE 5233 0 600 AMAZON COM INC COM 023135106 5433 2940 SH SOLE 1950 0 990 AMERICAN INTERNATIONAL GROUP INC COM 026874784 392 7638 SH SOLE 300 0 7338 AMERN TOWER CORP CLASS A COM 03027X100 4087 17785 SH SOLE 17785 0 0 AMGEN INC COM COM 031162100 1120 4646 SH SOLE 2656 0 1990 ANNALY MTG MANAGEMENT COM 035710409 171 18200 SH SOLE 18200 0 0 APOLLO INVT CORP COM COM 03761U502 192 11000 SH SOLE 11000 0 0 APPLE, INC. COM 037833100 12810 43622 SH SOLE 31357 0 12265 AT & T INC COM 00206R102 2330 59621 SH SOLE 45817 0 13804 ATHERSYS INC COM 04744L106 28 22500 SH SOLE 2500 0 20000 ATRION CORP COM 049904105 676 900 SH SOLE 0 0 900 AUTO DATA PROCESSING COM 053015103 4504 26417 SH SOLE 15847 0 10570 AUTOZONE INC COM 053332102 1114 935 SH SOLE 786 0 149 BALCHEM CORP COM 057665200 392 3855 SH SOLE 3012 0 843 BALL CORP COM 058498106 226 3500 SH SOLE 0 0 3500 BANKAMERICA CORP COM 060505104 6787 192699 SH SOLE 153467 0 39232 THE BANK OF NY MELLON CORP COM 064058100 2007 39879 SH SOLE 35444 0 4435 BERKSHIRE BANCORP INC DEL COM COM 084597202 124 12298 SH SOLE 12298 0 0 BLACKROCK CAPITAL INVESTMENT C COM 092533108 107 21500 SH SOLE 21500 0 0 BLACKROCK MUNIENHANCED FD INC COM 09253Y100 127 11400 SH SOLE 11400 0 0 BLACKSTONE MTG TR INC COM 09257W100 259 6950 SH SOLE 6950 0 0 BOEING CO COM 097023105 5749 17649 SH SOLE 12974 0 4675 BOREAL WATER COLLECTION INC CO COM 09971P100 0 35700 SH SOLE 0 0 35700 BP PLC ADR COM 055622104 332 8801 SH SOLE 7301 0 1500 BRISTOL-MYERS SQUIBB CO COM 110122108 1798 28005 SH SOLE 24333 0 3672 BROADCOM LTD COM Y09827109 5283 16718 SH SOLE 11257 0 5461 CABOT OIL & GAS CORP COM 127097103 599 34419 SH SOLE 29002 0 5417 CARDINAL HEALTH INC COM 14149Y108 377 7450 SH SOLE 7450 0 0 CARMAX INC COM 143130102 853 9733 SH SOLE 6876 0 2857 CATERPILLAR INC COM 149123101 644 4364 SH SOLE 2364 0 2000 Cellcube Energy Storage Sys Inc Com COM 15116L102 1 15000 SH SOLE 15000 0 0 THE CHARLES SCHWAB CORP COM 808513105 245 5141 SH SOLE 5141 0 0 CHEVRON CORP COM 166764100 4255 35306 SH SOLE 25969 0 9337 CHUBB LTD COM H1467J104 1516 9740 SH SOLE 9006 0 734 CIGNA CORP COM 125523100 483 2362 SH SOLE 1894 0 468 CISCO SYSTEMS INC COM 17275R102 5183 108075 SH SOLE 90025 0 18050 CITRIX SYSTEMS INC COM 177376100 1112 10025 SH SOLE 10025 0 0 COCA COLA COMPANY COM 191216100 425 7680 SH SOLE 3680 0 4000 COMCAST CORP NEW CL A COM 20030N101 5595 124419 SH SOLE 86877 0 37542 COMMERCIAL METALS CO COM 201723103 353 15855 SH SOLE 15855 0 0 CONOCOPHILLIPS COM 20825C104 3823 58790 SH SOLE 45297 0 13493 CORNING INC COM 219350105 1314 45137 SH SOLE 34087 0 11050 COSTCO WHSL CORP NEW COM 22160K105 1068 3633 SH SOLE 2723 0 910 CSW INDUSTRIALS INC COM 126402106 255 3312 SH SOLE 3312 0 0 C S X CORP COM 126408103 3347 46254 SH SOLE 36160 0 10094 CVS HEALTH CORP COM 126650100 1675 22551 SH SOLE 21771 0 780 DANAHER CORP COM 235851102 4737 30861 SH SOLE 23961 0 6900 DARDEN RESTAURANTS INC COM 237194105 283 2595 SH SOLE 1520 0 1075 DOLLAR GENERAL CORPORATION COM 256677105 2592 16617 SH SOLE 13112 0 3505 DOW INC COM COM 260557103 304 5558 SH SOLE 4695 0 863 DUKE ENERGY CORPORATION COM 26441C204 4079 44719 SH SOLE 33240 0 11479 DUPONT DE NEMOURS INC COM 26614N102 421 6562 SH SOLE 5759 0 803 EAGLE POINT CREDIT CO COM 269808101 153 10500 SH SOLE 10500 0 0 ELI LILLY & COMPANY COM 532457108 8854 67364 SH SOLE 18356 0 49008 EMERSON ELECTRIC CO COM 291011104 1696 22241 SH SOLE 20316 0 1925 ENBRIDGE INC COM 29250N105 2416 60753 SH SOLE 46568 0 14185 ENTERPRISE PRD PRTNRS LP COM 293792107 219 7766 SH SOLE 7766 0 0 EXXON MOBIL CORPORATION COM 30231G102 4268 61161 SH SOLE 39790 0 21371 FACEBOOK INC CL A COM 30303M102 7255 35345 SH SOLE 26842 0 8503 FEDEX CORPORATION COM 31428X106 1415 9358 SH SOLE 7463 0 1895 GENERAL ELECTRIC COMPANY COM 370000000 423 37916 SH SOLE 6275 0 31641 GLAXOSMITHKLINE PLC ADR COM 37733W105 258 5483 SH SOLE 1983 0 3500 GOLDMAN SACHS GROUP INC COM 38141G104 1062 4618 SH SOLE 4523 0 95 HALLIBURTON COMPANY COM 406216101 524 21428 SH SOLE 21428 0 0 HONEYWELL INTERNATIONAL COM 438516106 3633 20524 SH SOLE 13962 0 6562 ILLINOIS TOOL WORKS INC COM 452308109 596 3320 SH SOLE 1150 0 2170 ILLUMINA INC COM 452327109 5192 15651 SH SOLE 10180 0 5471 INTEL CORP COM 458140100 6107 102038 SH SOLE 86413 0 15625 INTL BUSINESS MACHINES COM 459200101 1548 11549 SH SOLE 7592 0 3957 INTL FLAVOR & FRAGRANCES COM 459506101 457 3540 SH SOLE 3540 0 0 INTUITIVE SURGICAL INC NEW COM 46120E602 27024 45715 SH SOLE 0 0 45715 INVESCO QQQ TR UNIT SER 1 COM 46090E103 1007 4735 SH SOLE 325 0 4410 ISHARES TR CORE S&P SMALL-CAP ETF COM 464287804 924 11015 SH SOLE 1170 0 9845 ISHARES TR MSCI EAFE ETF COM 464287465 1030 14835 SH SOLE 7805 0 7030 ISHARES TR MSCI EMERGING MKTS INDEX FD COM 464287234 311 6939 SH SOLE 4964 0 1975 ISHARES TR N Y MUNI BD ETF FD COM 464288323 787 13800 SH SOLE 13800 0 0 ISHARES NORTH AMERICAN TECK COM 464287549 242 1000 SH SOLE 0 0 1000 ISHARES TR S&P US PFD STK INDE COM 464288687 4901 130381 SH SOLE 112231 0 18150 ISHARES US TECHNOLOGY ETF COM 464287721 387 1665 SH SOLE 0 0 1665 JEFFERSONVILLE BANCORP COM 47559A103 534 29641 SH SOLE 29641 0 0 JOHNSON & JOHNSON COM 478160104 5615 38493 SH SOLE 31376 0 7117 JP MORGAN CHASE & CO COM 46625H100 12359 88658 SH SOLE 65552 0 23106 KIMBERLY-CLARK CORP COM 494368103 303 2200 SH SOLE 325 0 1875 L3HARRIS TECHNOLOGIES INC COM 502431109 786 3971 SH SOLE 2661 0 1310 LENNAR CORP COM 526057104 445 7972 SH SOLE 6211 0 1761 LIFE STORAGE INC COM 53223X107 231 2135 SH SOLE 400 0 1735 LINCOLN ELEC HLDGS INC COM 533900106 1633 16882 SH SOLE 13902 0 2980 LOCKHEED MARTIN CORP COM 539830109 1639 4209 SH SOLE 2894 0 1315 LOWES COMPANIES INC COM 548661107 334 2789 SH SOLE 2789 0 0 LYONDELLBASELL INDUSTRIES NV COM N53745100 325 3441 SH SOLE 1961 0 1480 M & T BANK CORP COM 55261F104 852 5020 SH SOLE 4420 0 600 MARSH & MCLENNAN CO INC COM 571748102 5058 45402 SH SOLE 35040 0 10362 MASCO CORP COM 574599106 229 4775 SH SOLE 3865 0 910 MCDONALDS CORP COM 580135101 1120 5666 SH SOLE 3035 0 2631 MEDTRONIC PLC COM G5960L103 16752 147657 SH SOLE 18624 0 129033 MERCK & CO INC COM 58933Y105 4248 46703 SH SOLE 34745 0 11958 METLIFE INC COM 59156R108 438 8597 SH SOLE 7947 0 650 MICROSOFT CORP COM 594918104 20763 131659 SH SOLE 105488 0 26171 MONDELEZ INTL INC CL A COM 609207105 1658 30104 SH SOLE 24147 0 5957 MORGAN STANLEY COM 617446448 2155 42165 SH SOLE 31029 0 11136 NEW RESIDENTIAL INVT COM 64828T201 182 11300 SH SOLE 11300 0 0 NEXTERA ENERGY INC. COM 302571104 1047 4325 SH SOLE 2625 0 1700 NIKE INC CLASS B COM 654106103 5163 50967 SH SOLE 35473 0 15494 NORFOLK SOUTHERN CORP COM 655844108 694 3575 SH SOLE 2350 0 1225 NORTHROP GRUMMAN CORP COM 666807102 1149 3340 SH SOLE 3310 0 30 NUVEEN MUNICIPAL CREDIT INCOME FD COM 67071L106 175 10500 SH SOLE 10500 0 0 NUVEEN AMT FREE MUN INCOME FD COM 670657105 316 22000 SH SOLE 22000 0 0 NUVEEN MUN HIGH INCOME OPP FD COM 670682103 163 11500 SH SOLE 11500 0 0 NUVEEN MUNICIPAL CR INCOME FD COM 67070X101 172 10500 SH SOLE 10500 0 0 NUVEEN MUNICIPAL VALUE FUND INC COM 670928100 1150 107486 SH SOLE 106936 0 550 ORACLE CORPORATION COM 68389X105 2568 48462 SH SOLE 46142 0 2320 ORANGE CNTY BANCORP INC COM 68417L107 25002 850397 SH SOLE 0 0 850397 OSHKOSH CORP COM 688239201 1068 11288 SH SOLE 7398 0 3890 PEPSICO INCORPORATED COM 713448108 8425 61647 SH SOLE 45724 0 15923 PERKINELMER INC COM 714046109 1928 19851 SH SOLE 14667 0 5184 PFIZER INCORPORATED COM 717081103 5554 141748 SH SOLE 118605 0 23143 PHILLIPS 66 COM 718546104 1467 13171 SH SOLE 10896 0 2275 PNC FINANCIAL SERVICES COM 693475105 2637 16519 SH SOLE 9740 0 6779 PPL CORPORATION COM 69351T106 590 16445 SH SOLE 15115 0 1330 PROCTER & GAMBLE CO COM 742718109 3656 29274 SH SOLE 21414 0 7860 PROLOGICS INC. COM 74340W103 1334 14961 SH SOLE 11411 0 3550 QUALCOMM INC COM 747525103 360 4080 SH SOLE 3980 0 100 RAYTHEON COMPANY NEW COM 755111507 2635 11991 SH SOLE 6314 0 5677 RESMED INC COM 761152107 3806 24560 SH SOLE 0 0 24560 ROYAL CARIBBEAN CRUISES LTD COM 761152107 2672 20017 SH SOLE 13301 0 6716 ROYAL DUTCH SHELL SPON ADR COM 780259206 429 7280 SH SOLE 7130 0 150 SALESFORCE COM COM 79466L302 4946 30409 SH SOLE 20283 0 10126 SELECT SECTOR SPDR TR HEALTH CARE COM 81369Y209 206 2025 SH SOLE 100 0 1925 SHERWIN WILLIAMS CO COM 824348106 4340 7438 SH SOLE 5493 0 1945 SIMON PPTY GROUP COM 828806109 386 2594 SH SOLE 2111 0 483 THE SOUTHERN COMPANY COM 842587107 280 4389 SH SOLE 3409 0 980 SPDR S&P 500 ETF TR COM 78462F103 6098 18947 SH SOLE 3439 0 15508 SPDR S&P MIDCAP 400 ETF TR COM 78467Y107 2778 7400 SH SOLE 1140 0 6260 STARBUCKS CORP COM 855244109 2916 33166 SH SOLE 24321 0 8845 STERLING BANCORP DEL COM COM 85917A100 7318 347166 SH SOLE 347166 0 0 SUNOCO LP COM COM 86765K109 337 11000 SH SOLE 11000 0 0 SYSCO CORPORATION COM 871829107 2186 25552 SH SOLE 21562 0 3990 T. ROWE PRICE GROUP INC COM 74144T108 375 3075 SH SOLE 3075 0 0 AES CORP COM 00130H105 1908 95884 SH SOLE 80664 0 15220 ESTEE LAUDER COMPANIES INC CL A COM 518439104 4606 22299 SH SOLE 15254 0 7045 THE HOME DEPOT INC COM 437076102 13397 61346 SH SOLE 49572 0 11774 THE KRAFT HEINZ CO COM 500754106 351 10917 SH SOLE 10042 0 875 THERMO FISHER SCIENTIFIC INC. COM 883556102 11927 36714 SH SOLE 28649 0 8065 TORONTO DOMINION BK COM 891160509 1011 18014 SH SOLE 12069 0 5945 TRUIST FINANCIAL CORP COM 89832Q109 4743 84212 SH SOLE 67543 0 16669 TWO HBRS INVT CORP COM COM 90187B101 181 12350 SH SOLE 12350 0 0 UNITED TECHNOLOGIES CORP COM 913017109 883 5894 SH SOLE 3064 0 2830 UNITED HEALTHCARE CORP COM 91324P102 6901 23473 SH SOLE 16435 0 7038 US BANCORP DEL NEW COM 902973304 623 10500 SH SOLE 950 0 9550 VALERO ENERGY CORP COM 91913Y100 1366 14585 SH SOLE 8255 0 6330 VERIZON COMMUNICATIONS COM 92343V104 7731 125915 SH SOLE 98525 0 27390 VISA INC COM 92826C839 5529 29424 SH SOLE 18429 0 10995 WALGREEN BOOTS ALLIANCE INC COM 931427108 393 6667 SH SOLE 6667 0 0 WAL-MART STORES INC COM 931142103 3425 28818 SH SOLE 20280 0 8538 DISNEY WALT CO COM 254687106 6589 45559 SH SOLE 32200 0 13359 WELLS FARGO & CO NEW COM 949746101 429 7975 SH SOLE 4695 0 3280 WILLIAMS COMPANIES COM 969457100 871 36727 SH SOLE 33217 0 3510 WOLDS INC COM 98159J101 28 120000 SH SOLE 120000 0 0 XILINX INC COM 983919101 3947 40374 SH SOLE 26184 0 14190