Dumont & Blake Investment Advisors LLC Purchases in Q1 2025

Dumont & Blake Investment Advisors LLC

  • $334 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
2.99K
+ 140.22%
$137.61 - $149.68 $411K - $447K
5.12K $739K
XLC
Select Sector Spdr Tr Communic

ETFs
4.2K
+ 10.49%
$94.84 - $105.31 $399K - $443K
44.2K $4.24M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.5K
+ 36.2%
$108.02 - $120.45 $378K - $421K
13.2K $1.44M
JNJ
Johnson & Johnson

Healthcare
55
+ 0.38%
$142.06 - $167.7 $7.81K - $9.22K
14.4K $2.38M
XLI
Industrial Sector Spdr

ETFs
2.13K
+ 60.54%
$128.78 - $141.67 $274K - $301K
5.64K $733K
SRLN
Ssga Active Trust

ETFs
6.76K
+ 17.26%
$41.02 - $41.99 $277K - $284K
45.9K $1.89M
HYD
Vaneck High Yield Muni ETF

ETFs
4.43K
New
$50.79 - $52.53 $225K - $232K
4.43K $225K
BAC
Bank Of America Corp

Financial Services
5.13K
New
$39.61 - $47.74 $203K - $245K
5.13K $214K
RTX
Raytheon Technologies Corp

Industrials
138
+ 1.19%
$114.1 - $135.66 $15.7K - $18.7K
11.7K $1.55M
GE
General Electric CO

Industrials
1.03K
New
$168.59 - $212.13 $173K - $218K
1.03K $205K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
18.3K
New
$11.13 - $11.61 $204K - $213K
18.3K $204K
CASS
Cass Information Systems Inc

Industrials
4.64K
New
$38.87 - $45.08 $180K - $209K
4.64K $197K
ORI
Old Republic International Corp

Financial Services
100
+ 0.2%
$33.46 - $39.22 $3.35K - $3.92K
49.8K $1.95M
OSK
Oshkosh Corp

Industrials
1.42K
+ 17.51%
$89.56 - $116.4 $127K - $165K
9.53K $896K
MMM
3 M CO

Industrials
14
+ 0.21%
$129.7 - $155.12 $1.82K - $2.17K
6.79K $997K
MDT
Medtronic PLC

Healthcare
95
+ 0.88%
$79.84 - $94.5 $7.58K - $8.98K
10.9K $982K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
12.7K
New
$8.58 - $8.9 $109K - $113K
12.7K $110K
VICI
Vici Properties Inc.

Real Estate
210
+ 0.78%
$28.21 - $32.68 $5.92K - $6.86K
27.2K $886K
ED
Consolidated Edison Inc

Utilities
4
+ 0.09%
$88.0 - $110.59 $352 - $442
4.28K $472K
OTIS
Otis Worldwide Corp

Industrials
40
+ 0.5%
$90.77 - $104.01 $3.63K - $4.16K
8.12K $837K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 0.57%
$279.74 - $321.29 $5.59K - $6.43K
3.53K $1.1M
SBUX
Starbucks Corp

Consumer Cyclical
40
+ 0.37%
$91.75 - $115.81 $3.67K - $4.63K
10.9K $1.07M
VZ
Verizon Communications Inc

Communication Services
3
+ 0.03%
$37.81 - $46.49 $113 - $139
11.5K $520K
SCHW
Schwab Charles Corp

Financial Services
55
+ 0.48%
$71.24 - $83.64 $3.92K - $4.6K
11.4K $893K
SYK
Stryker Corp

Healthcare
5
+ 0.14%
$355.18 - $399.9 $1.78K - $2K
3.64K $1.35M
XLB
Select Sector Spdr Fd Material

ETFs
151
+ 0.49%
$83.19 - $90.99 $12.6K - $13.7K
31.2K $2.66M
CHD
Church & Dwight CO Inc

Consumer Defensive
50
+ 0.76%
$101.42 - $113.2 $5.07K - $5.66K
6.62K $729K
PG
Procter & Gamble CO

Consumer Defensive
60
+ 0.56%
$158.56 - $176.26 $9.51K - $10.6K
10.8K $1.84M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.77K
+ 3.41%
$30.73 - $32.26 $85.2K - $89.5K
84K $2.59M
PCEF
Invesco Cef Income Composite E

ETFs
4.37K
+ 3.27%
$18.8 - $19.89 $82.1K - $86.8K
138K $2.59M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
314
+ 0.7%
$42.18 - $45.16 $13.2K - $14.2K
45K $1.97M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
80
+ 1.29%
$96.27 - $116.36 $7.7K - $9.31K
6.27K $710K
WFC
Wells Fargo & Company

Financial Services
104
+ 0.94%
$66.78 - $81.42 $6.95K - $8.47K
11.2K $805K
COF
Capital One Financial Corp

Financial Services
60
+ 0.53%
$163.87 - $209.82 $9.83K - $12.6K
11.5K $2.06M
QCOM
Qualcomm Inc

Technology
34
+ 0.61%
$151.94 - $175.86 $5.17K - $5.98K
5.65K $868K
PEAK
Healthpeak Properties, Inc.

Real Estate
136
+ 0.63%
N/A
21.7K $411K
TXN
Texas Instruments Inc

Technology
3
+ 0.04%
N/A
6.82K $1.33M
OXY
Occidental Petroleum Corp

Energy
10
+ 0.15%
$45.45 - $52.7 $455 - $527
6.59K $325K
Sei High Yield Bond
10.1K
New
N/A
10.1K $0
Fidelity New Markets Income
69
+ 0.16%
N/A
42.5K $0
Annaly Capital Management Inc
495
+ 1.46%
N/A
34.5K $0
Schwab Small Cap Index Fund
506
+ 0.68%
N/A
75.2K $0
Matrix Advisors Value ETF
2.67K
New
N/A
2.67K $0
Black Rock Inc New
4
+ 0.11%
N/A
3.62K $0
Fidelity 500 Index
14
+ 0.6%
N/A
2.35K $0
Schwab S&P 500 Index Fund
113
+ 0.12%
N/A
97.9K $0
Schwab Us Mid Cap Index
403
+ 4.37%
N/A
9.62K $0
Gsk PLC
30
+ 0.25%
N/A
12.1K $0
HY
Hyster Yale Materials Handling, Inc.

Industrials
2.33K
+ 21.46%
$41.54 - $54.76 $96.8K - $128K
13.2K $552K
Activity Summary
Buys All Purchases 88 New Holdings 9 Increased Positions 79 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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