Dumont & Blake Investment Advisors LLC Incresed Positions in Q4 2024

Dumont & Blake Investment Advisors LLC

  • $349 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
2.08K
+ 145.76%
$288.47 - $316.54 $600K - $658K
3.51K $1.02M
DIS
Walt Disney CO

Communication Services
2.12K
+ 12.75%
$92.39 - $117.6 $196K - $250K
18.8K $2.09M
GOOG
Alphabet Inc.

Communication Services
20
+ 0.11%
$163.08 - $198.16 $3.26K - $3.96K
19K $3.62M
XLC
Select Sector Spdr Tr Communic

ETFs
1.51K
+ 3.92%
$89.66 - $102.16 $136K - $154K
40K $3.88M
XLY
Select Sector Spdr Consumer Di

ETFs
499
+ 10.85%
$194.8 - $239.43 $97.2K - $119K
5.1K $1.14M
XLK
Technology Sector Spdr

ETFs
447
+ 3.37%
$220.26 - $241.44 $98.5K - $108K
13.7K $3.19M
NVDA
Nvidia Corp

Technology
170
+ 1.29%
$117.0 - $148.88 $19.9K - $25.3K
13.4K $1.79M
SRLN
Ssga Active Trust

ETFs
4.12K
+ 11.77%
$41.48 - $42.08 $171K - $173K
39.1K $1.63M
WFC
Wells Fargo & Company

Financial Services
44
+ 0.4%
$54.98 - $77.35 $2.42K - $3.4K
11.1K $780K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.08K
+ 12.62%
$111.85 - $120.71 $121K - $131K
9.66K $1.11M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.13K
+ 6.22%
N/A
19.3K $1.66M
CHY
Calamos Convertible & High Income Fund

Financial Services
1.55K
+ 0.66%
$11.79 - $12.56 $18.2K - $19.4K
236K $2.87M
C
Citigroup Inc

Financial Services
37
+ 0.45%
$61.31 - $72.5 $2.27K - $2.68K
8.19K $576K
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
+ 0.14%
$77.25 - $91.3 $773 - $913
7.41K $632K
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.3K
+ 297.26%
$25.93 - $105.3 $527K - $2.14M
27.1K $756K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
264
+ 3.33%
$238.25 - $261.28 $62.9K - $69K
8.19K $1.98M
CMI
Cummins Inc

Industrials
4
+ 0.29%
$324.93 - $383.42 $1.3K - $1.53K
1.4K $487K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 2.5%
$873.59 - $994.69 $5.24K - $5.97K
246 $225K
Amplify Cyber Security ETF
6
+ 0.05%
N/A
12K $0
Bny Mellon Midcap Index Fund
11.6K
+ 12.28%
N/A
106K $0
Bny Mellon Small Cap Stock Ind
2.43K
+ 15.77%
N/A
17.8K $0
Fidelity 500 Index
41
+ 1.79%
N/A
2.34K $0
Schwab S&P 500 Index Fund
871
+ 0.9%
N/A
97.8K $0
Schwab Small Cap Index Fund
1.21K
+ 1.64%
N/A
74.7K $0
Kkr & CO LP
29
+ 1.45%
N/A
2.03K $0
Schwab Us Mid Cap Index
149
+ 1.64%
N/A
9.21K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.02%
$61.68 - $67.87 $61.7 - $67.9
4.76K $296K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.9K
+ 191.92%
$22.4 - $68.28 $268K - $816K
18.2K $421K
SPGI
S&P Global Inc.

Financial Services
3
+ 0.53%
$480.36 - $529.17 $1.44K - $1.59K
565 $281K
OXY
Occidental Petroleum Corp

Energy
41
+ 0.63%
$45.36 - $55.91 $1.86K - $2.29K
6.58K $325K
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.99%
$385.02 - $431.37 $4.24K - $4.75K
1.12K $437K
ED
Consolidated Edison Inc

Utilities
487
+ 12.87%
$88.87 - $107.38 $43.3K - $52.3K
4.27K $381K
XLV
Select Sector Spdr Fund Health

ETFs
107
+ 5.29%
$136.28 - $154.74 $14.6K - $16.6K
2.13K $293K
AEP
American Electric Power CO Inc

Utilities
10
+ 0.45%
$90.91 - $102.21 $909 - $1.02K
2.25K $207K
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 0.3%
$208.94 - $264.22 $627 - $793
1K $210K
MRK
Merck & Co., Inc.

Healthcare
61
+ 1.88%
$96.31 - $114.76 $5.87K - $7K
3.3K $328K
COP
Conocophillips

Energy
31
+ 0.33%
$95.12 - $114.72 $2.95K - $3.56K
9.32K $924K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.31%
$479.66 - $614.62 $959 - $1.23K
639 $310K
CARR
Carrier Global Corp

Industrials
74
+ 1.34%
$66.69 - $82.65 $4.94K - $6.12K
5.58K $380K
INTC
Intel Corp

Technology
95
+ 0.43%
$19.07 - $26.23 $1.81K - $2.49K
22.3K $446K
OTIS
Otis Worldwide Corp

Industrials
14
+ 0.17%
$92.57 - $106.01 $1.3K - $1.48K
8.08K $748K
VICI
Vici Properties Inc.

Real Estate
248
+ 0.93%
$28.27 - $33.19 $7.01K - $8.23K
27K $787K
MDT
Medtronic PLC

Healthcare
25
+ 0.23%
$79.61 - $92.24 $1.99K - $2.31K
10.8K $865K
VPU
Vanguard Utilities ETF

ETFs
10
+ 0.08%
$160.52 - $179.11 $1.61K - $1.79K
13.2K $2.15M
TGT
Target Corp

Consumer Defensive
10
+ 0.12%
$121.59 - $160.69 $1.22K - $1.61K
8.62K $1.17M
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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