Dumont & Blake Investment Advisors LLC Purchases in Q2 2025

Dumont & Blake Investment Advisors LLC

  • $358 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
64
+ 0.21%
$354.56 - $497.45 $22.7K - $31.8K
29.8K $14.8M
ORCL
Oracle Corp

Technology
140
+ 1.13%
$122.82 - $218.63 $17.2K - $30.6K
12.5K $2.73M
UBER
Uber Technologies, Inc

Technology
8.86K
New
$64.62 - $93.3 $573K - $827K
8.86K $826K
AMZN
Amazon Com Inc

Consumer Cyclical
524
+ 2.18%
$167.32 - $223.3 $87.7K - $117K
24.6K $5.39M
META
Meta Platforms, Inc.

Communication Services
24
+ 0.56%
$484.66 - $738.09 $11.6K - $17.7K
4.33K $3.2M
ADBE
Adobe Inc.

Technology
1.82K
New
$340.0 - $420.68 $620K - $767K
1.82K $705K
XLK
Technology Sector Spdr

ETFs
18
+ 0.12%
$179.73 - $253.23 $3.24K - $4.56K
14.9K $3.77M
IWC
Russell Micro Cap ETF

ETFs
108
+ 0.26%
$97.43 - $127.66 $10.5K - $13.8K
41.3K $5.27M
NVDA
Nvidia Corp

Technology
441
+ 3.92%
$94.31 - $157.99 $41.6K - $69.7K
11.7K $1.85M
XLC
Select Sector Spdr Tr Communic

ETFs
188
+ 0.42%
$86.13 - $108.53 $16.2K - $20.4K
44.4K $4.82M
DIS
Walt Disney CO

Communication Services
70
+ 0.37%
$81.72 - $124.01 $5.72K - $8.68K
19K $2.35M
IBKR
Interactive Brokers Group, Inc.

Financial Services
24.6K
+ 306.58%
$50.53 - $212.53 $1.24M - $5.23M
32.6K $1.81M
WMT
Walmart Inc.

Consumer Defensive
50
+ 0.11%
$81.79 - $99.98 $4.09K - $5K
44.8K $4.38M
GOOG
Alphabet Inc.

Communication Services
80
+ 0.42%
$146.58 - $180.01 $11.7K - $14.4K
19.2K $3.41M
OSK
Oshkosh Corp

Industrials
1.92K
+ 20.1%
$79.17 - $113.62 $152K - $218K
11.4K $1.3M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 0.67%
$462.22 - $707.75 $6.93K - $10.6K
2.24K $1.59M
VOX
Vanguard Communication Service

ETFs
130
+ 0.89%
$133.12 - $171.03 $17.3K - $22.2K
14.8K $2.53M
CI
Cigna Corp

Healthcare
1.05K
+ 21.02%
$301.89 - $340.04 $318K - $358K
6.07K $2.01M
GIS
General Mills Inc

Consumer Defensive
9.37K
+ 50.73%
$50.37 - $60.97 $472K - $571K
27.8K $1.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
90
+ 0.2%
$72.96 - $90.39 $6.57K - $8.14K
46K $4.11M
CAT
Caterpillar Inc

Industrials
25
+ 0.51%
$273.94 - $388.21 $6.85K - $9.71K
4.95K $1.92M
IJK
Ishares S&P Midcap 400 Growth

ETFs
51
+ 0.16%
$73.7 - $90.98 $3.76K - $4.64K
32.1K $2.92M
BA
Boeing CO

Industrials
167
+ 3.1%
$136.59 - $217.51 $22.8K - $36.3K
5.56K $1.16M
ISRG
Intuitive Surgical Inc

Healthcare
395
New
$451.58 - $565.94 $178K - $224K
395 $214K
TSLA
Tesla, Inc.

Consumer Cyclical
666
New
$221.86 - $362.89 $148K - $242K
666 $211K
INCY
Incyte Corp

Healthcare
205
+ 0.8%
$55.17 - $71.22 $11.3K - $14.6K
25.8K $1.76M
ROL
Rollins Inc

Consumer Cyclical
3.56K
New
$50.65 - $58.58 $180K - $208K
3.56K $200K
VGT
Vanguard Information Technolog

ETFs
303
New
$470.37 - $663.28 $143K - $201K
303 $200K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
198
+ 1.51%
$97.68 - $121.38 $19.3K - $24K
13.3K $1.62M
SCHW
Schwab Charles Corp

Financial Services
140
+ 1.23%
$69.06 - $91.24 $9.67K - $12.8K
11.6K $1.05M
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.07%
$113.75 - $148.48 $910 - $1.19K
11.7K $1.71M
GLW
Corning Inc

Technology
65
+ 0.3%
$39.07 - $52.59 $2.54K - $3.42K
21.8K $1.15M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.04K
+ 4.07%
$22.27 - $29.21 $23.1K - $30.3K
26.5K $773K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
40
+ 0.64%
$103.49 - $133.44 $4.14K - $5.34K
6.31K $831K
C
Citigroup Inc

Financial Services
74
+ 0.91%
$58.13 - $85.12 $4.3K - $6.3K
8.17K $695K
VPU
Vanguard Utilities ETF

ETFs
125
+ 0.95%
$158.36 - $178.82 $19.8K - $22.4K
13.3K $2.34M
NFLX
Netflix Inc

Communication Services
4
+ 1.51%
$855.86 - $1339.13 $3.42K - $5.36K
269 $360K
XLI
Industrial Sector Spdr

ETFs
82
+ 1.45%
$116.42 - $147.52 $9.55K - $12.1K
5.72K $843K
WFC
Wells Fargo & Company

Financial Services
72
+ 0.64%
$60.98 - $80.12 $4.39K - $5.77K
11.3K $904K
SYK
Stryker Corp

Healthcare
10
+ 0.27%
$337.37 - $395.63 $3.37K - $3.96K
3.65K $1.44M
SRLN
Ssga Active Trust

ETFs
1.57K
+ 3.41%
$39.47 - $41.59 $61.8K - $65.1K
47.5K $1.97M
XLB
Select Sector Spdr Fd Material

ETFs
5
+ 0.02%
$74.27 - $88.92 $371 - $445
31.2K $2.74M
FLS
Flowserve Corp

Industrials
160
+ 0.83%
$39.49 - $53.64 $6.32K - $8.58K
19.4K $1.02M
PYPL
Pay Pal Holdings, Inc.

Financial Services
25
+ 0.33%
$57.41 - $74.81 $1.44K - $1.87K
7.5K $557K
HY
Hyster Yale Materials Handling, Inc.

Industrials
2.43K
+ 18.44%
$36.24 - $43.32 $88.1K - $105K
15.6K $621K
CARR
Carrier Global Corp

Industrials
75
+ 1.33%
$55.55 - $75.83 $4.17K - $5.69K
5.73K $419K
ABT
Abbott Laboratories

Healthcare
75
+ 0.69%
$123.95 - $138.08 $9.3K - $10.4K
10.9K $1.48M
SCHX
Schwab Strategic Tr Us Large C

ETFs
433
+ 3.43%
$19.6 - $24.44 $8.49K - $10.6K
13K $318K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
3.54K
+ 27.9%
$8.43 - $8.77 $29.8K - $31K
16.2K $140K
Activity Summary
Buys All Purchases 84 New Holdings 6 Increased Positions 78 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 1 Puts 0
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