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
HYD
Vaneck High Yield Muni ETF

ETFs
636
+ 14.37%
$49.08 - $51.35 $31.2K - $32.7K
5.06K $254K
V
Visa Inc.

Financial Services
8
+ 0.15%
$308.27 - $373.31 $2.47K - $2.99K
5.52K $1.96M
CMI
Cummins Inc

Industrials
10
+ 0.72%
$267.12 - $336.65 $2.67K - $3.37K
1.39K $456K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.01%
$83.54 - $100.04 $83.5 - $100
8.25K $820K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
184
+ 1.36%
N/A
13.7K $1.18M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 1.63%
$908.13 - $1056.85 $3.63K - $4.23K
250 $247K
CRL
Charles River Laboratories International, Inc.

Healthcare
20
+ 0.47%
$99.75 - $151.89 $2K - $3.04K
4.3K $652K
VICI
Vici Properties Inc.

Real Estate
235
+ 0.86%
$29.41 - $32.97 $6.91K - $7.75K
27.4K $893K
PEAK
Healthpeak Properties, Inc.

Real Estate
134
+ 0.62%
N/A
21.8K $413K
Fidelity 500 Index
14
+ 0.6%
N/A
2.36K $0
Schwab Us Mid Cap Index
154
+ 1.6%
N/A
9.77K $0
Black Rock Inc New
10
+ 0.28%
N/A
3.63K $0
Annaly Capital Management Inc
5
+ 0.01%
N/A
34.5K $0
Gsk PLC
446
+ 3.67%
N/A
12.6K $0
Sei High Yield Bond
190
+ 1.88%
N/A
10.3K $0
VECO
Veeco Instruments Inc

Technology
55
+ 0.16%
$17.35 - $21.81 $954 - $1.2K
35.5K $721K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
213
+ 1.16%
$10.29 - $11.24 $2.19K - $2.39K
18.5K $202K
OC
Owens Corning

Industrials
15
+ 0.56%
$126.32 - $147.75 $1.89K - $2.22K
2.68K $368K
MDT
Medtronic PLC

Healthcare
58
+ 0.53%
$80.68 - $88.86 $4.68K - $5.15K
11K $958K
OTIS
Otis Worldwide Corp

Industrials
50
+ 0.62%
$90.88 - $104.3 $4.54K - $5.22K
8.17K $808K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
622
+ 1.38%
$38.81 - $44.28 $24.1K - $27.5K
45.7K $1.94M
ED
Consolidated Edison Inc

Utilities
5
+ 0.12%
$98.05 - $113.3 $490 - $567
4.28K $429K
SWK
Stanley Black & Decker, Inc.

Industrials
15
+ 0.22%
$55.86 - $76.98 $838 - $1.15K
6.9K $467K
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 0.65%
$285.55 - $321.23 $6.57K - $7.39K
3.55K $1.04M
CHD
Church & Dwight CO Inc

Consumer Defensive
85
+ 1.28%
$91.57 - $110.76 $7.78K - $9.41K
6.71K $644K
PG
Procter & Gamble CO

Consumer Defensive
39
+ 0.36%
$157.66 - $172.39 $6.15K - $6.72K
10.9K $1.73M
COP
Conocophillips

Energy
52
+ 0.56%
$82.66 - $106.1 $4.3K - $5.52K
9.32K $836K
XOM
Exxon Mobil Corp

Energy
104
+ 0.57%
$99.93 - $119.04 $10.4K - $12.4K
18.2K $1.97M
CVX
Chevron Corp

Energy
24
+ 0.29%
$133.73 - $168.51 $3.21K - $4.04K
8.41K $1.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
20
+ 0.86%
$390.26 - $489.06 $7.81K - $9.78K
2.35K $953K
PEP
Pepsico Inc

Consumer Defensive
11
+ 0.09%
$128.02 - $151.37 $1.41K - $1.67K
12.4K $1.64M
AMGN
Amgen Inc

Healthcare
62
+ 0.7%
$262.28 - $309.85 $16.3K - $19.2K
8.91K $2.49M
AAPL
Apple Inc.

Technology
217
+ 0.31%
$172.42 - $223.89 $37.4K - $48.6K
69.9K $14.3M
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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