Dumont & Blake Investment Advisors LLC Purchases in Q3 2025

Dumont & Blake Investment Advisors LLC

  • $386 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
4.63K
+ 31.09%
$250.97 - $282.66 $1.16M - $1.31M
19.5K $5.51M
GOOGL
Alphabet Inc.

Communication Services
53
+ 0.23%
$174.36 - $254.72 $9.24K - $13.5K
23.3K $5.66M
SEIC
Sei Investments CO

Financial Services
14.7K
New
$84.85 - $93.8 $1.24M - $1.37M
14.7K $1.24M
IWC
Russell Micro Cap ETF

ETFs
25
+ 0.06%
$127.86 - $151.39 $3.2K - $3.78K
41.3K $6.16M
AMD
Advanced Micro Devices Inc

Technology
5.33K
New
$134.8 - $184.42 $719K - $984K
5.33K $862K
AMAT
Applied Materials Inc

Technology
3.63K
New
$156.25 - $204.95 $567K - $744K
3.63K $743K
XLC
Select Sector Spdr Tr Communic

ETFs
731
+ 1.65%
$105.99 - $119.41 $77.5K - $87.3K
45.2K $5.35M
XLE
Energy Sector Spdr

ETFs
1.75K
+ 5.08%
$84.25 - $91.99 $148K - $161K
36.2K $3.24M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
899
+ 6.73%
$121.46 - $130.92 $109K - $118K
14.2K $1.86M
AOS
Smith A O Corp

Industrials
3.04K
New
$67.24 - $74.3 $204K - $226K
3.04K $223K
SWK
Stanley Black & Decker, Inc.

Industrials
2.29K
+ 33.12%
$66.98 - $79.52 $153K - $182K
9.19K $682K
OMC
Omnicom Group Inc.

Communication Services
2.61K
New
$70.41 - $81.53 $183K - $212K
2.61K $212K
MO
Altria Group, Inc.

Consumer Defensive
3.14K
New
$57.75 - $67.68 $182K - $213K
3.14K $207K
PKG
Packaging Corp Of America

Consumer Cyclical
933
New
$191.41 - $220.25 $179K - $205K
933 $203K
EFA
Ishares Tr Msci Eafe ETF

ETFs
57
+ 0.12%
$87.29 - $93.61 $4.98K - $5.34K
46K $4.3M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.27K
+ 4.96%
$42.43 - $45.05 $96.1K - $102K
47.9K $2.11M
IJK
Ishares S&P Midcap 400 Growth

ETFs
98
+ 0.31%
$91.28 - $97.59 $8.95K - $9.56K
32.2K $3.08M
SRLN
Ssga Active Trust

ETFs
3.68K
+ 7.76%
$41.28 - $41.65 $152K - $153K
51.1K $2.13M
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 0.37%
$215.01 - $273.02 $3.66K - $4.64K
4.58K $1.15M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
140
+ 0.54%
$136.48 - $142.97 $19.1K - $20K
25.9K $3.62M
IVE
Ishares S&P 500 Value ETF

ETFs
49
+ 0.46%
$194.44 - $206.51 $9.53K - $10.1K
10.8K $2.23M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
28
+ 0.15%
$122.57 - $132.57 $3.43K - $3.71K
18.3K $2.38M
IJS
Ishares S&P Smallcap 600 Value

ETFs
36
+ 0.44%
$98.99 - $112.2 $3.56K - $4.04K
8.29K $916K
SCHG
Schwab Strategic Tr Us Large C

ETFs
336
+ 1.27%
$28.92 - $32.19 $9.72K - $10.8K
26.8K $855K
XLI
Industrial Sector Spdr

ETFs
210
+ 3.67%
$147.94 - $154.99 $31.1K - $32.5K
5.93K $914K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
637
+ 4.64%
N/A
14.4K $1.23M
SCHW
Schwab Charles Corp

Financial Services
43
+ 0.37%
$91.03 - $98.69 $3.91K - $4.24K
11.6K $1.11M
UBER
Uber Technologies, Inc

Technology
115
+ 1.3%
$86.91 - $99.57 $9.99K - $11.5K
8.98K $879K
WFC
Wells Fargo & Company

Financial Services
112
+ 0.99%
$77.05 - $85.16 $8.63K - $9.54K
11.4K $955K
META
Meta Platforms, Inc.

Communication Services
83
+ 1.92%
$695.21 - $791.73 $57.7K - $65.7K
4.42K $3.24M
QCOM
Qualcomm Inc

Technology
10
+ 0.18%
$145.84 - $173.55 $1.46K - $1.74K
5.64K $937K
MRK
Merck & Co., Inc.

Healthcare
294
+ 9.08%
$77.6 - $87.37 $22.8K - $25.7K
3.53K $296K
BAC
Bank Of America Corp

Financial Services
158
+ 3.12%
$44.92 - $52.42 $7.1K - $8.28K
5.23K $269K
AMGN
Amgen Inc

Healthcare
10
+ 0.11%
$271.18 - $309.22 $2.71K - $3.09K
8.92K $2.52M
SWKS
Skyworks Solutions, Inc.

Technology
42
+ 0.54%
$67.52 - $82.97 $2.84K - $3.48K
7.76K $597K
MMM
3 M CO

Industrials
8
+ 0.12%
$144.41 - $160.2 $1.16K - $1.28K
6.79K $1.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.02%
$62.09 - $66.51 $62.1 - $66.5
4.77K $310K
OC
Owens Corning

Industrials
30
+ 1.12%
$136.56 - $157.69 $4.1K - $4.73K
2.71K $383K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
156
+ 0.84%
$10.62 - $11.43 $1.66K - $1.78K
18.7K $212K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
158
+ 0.97%
$8.46 - $9.02 $1.34K - $1.43K
16.4K $147K
HYD
Vaneck High Yield Muni ETF

ETFs
39
+ 0.77%
$48.85 - $50.94 $1.91K - $1.99K
5.1K $259K
Fidelity New Markets Income
66
+ 0.16%
N/A
42.4K $0
Sei High Yield Bond
191
+ 1.85%
N/A
10.5K $0
Schwab Us Mid Cap Index
39.8K
+ 407.65%
N/A
49.6K $0
Schwab S&P 500 Index Fund
468K
+ 482.21%
N/A
565K $0
TXN
Texas Instruments Inc

Technology
1
+ 0.01%
N/A
6.76K $1.32M
ACHR
Archer Aviation Inc.

Industrials
700
+ 4.64%
$8.25 - $13.4 $5.78K - $9.38K
15.8K $151K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
63
+ 1.0%
$123.13 - $140.8 $7.76K - $8.87K
6.38K $818K
ABT
Abbott Laboratories

Healthcare
29
+ 0.27%
$120.51 - $136.62 $3.49K - $3.96K
10.9K $1.47M
Activity Summary
Buys All Purchases 59 New Holdings 8 Increased Positions 51 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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