Dumont & Blake Investment Advisors LLC Reduced Holdings in Q1 2025

Dumont & Blake Investment Advisors LLC

  • $334 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-578
- 0.82%
$209.68 - $247.1 $121K - $143K
69.6K $15.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-251
- 0.41%
$551.42 - $612.93 $138K - $154K
60.3K $33.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-352
- 0.94%
$468.34 - $539.52 $165K - $190K
37K $17.4M
MSFT
Microsoft Corp

Technology
-214
- 0.71%
$375.39 - $447.2 $80.3K - $95.7K
29.8K $11.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-128
- 0.63%
$522.96 - $601.18 $66.9K - $77K
20.1K $10.7M
MCI
Barings Corporate Investors

Financial Services
-36K
- 77.97%
$19.89 - $25.0 $715K - $899K
10.2K $231K
IWM
Ishares Russell 2000 ETF

ETFs
-131
- 0.41%
$198.1 - $229.79 $26K - $30.1K
32.1K $6.44M
NVDA
Nvidia Corp

Technology
-2.12K
- 15.84%
$106.98 - $149.43 $226K - $316K
11.2K $1.22M
XLY
Select Sector Spdr Consumer Di

ETFs
-2.09K
- 41.06%
$192.6 - $233.2 $403K - $488K
3.01K $592K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.43K
- 17.43%
$211.47 - $267.17 $302K - $382K
6.76K $1.44M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.73K
- 29.72%
N/A
13.6K $1.16M
CHY
Calamos Convertible & High Income Fund

Financial Services
-325
- 0.14%
$10.1 - $12.0 $3.28K - $3.9K
236K $2.42M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-124
- 0.34%
$121.0 - $142.28 $15K - $17.6K
36.2K $4.47M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-575
- 0.61%
$169.43 - $182.84 $97.4K - $105K
93.7K $16.1M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1.47K
- 15.49%
$161.03 - $235.53 $237K - $346K
8.03K $1.33M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1
- -0.0%
$81.62 - $96.63 $81.6 - $96.6
32K $2.66M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-675
- 15.77%
$203.38 - $274.79 $137K - $185K
3.61K $740K
INCY
Incyte Corp

Healthcare
-19
- 0.07%
$60.0 - $75.26 $1.14K - $1.43K
25.6K $1.55M
FDN
First Tr Fd Dow Jones

ETFs
-55
- 0.72%
$221.38 - $266.86 $12.2K - $14.7K
7.54K $1.68M
ETN
Eaton Corp PLC

Industrials
-81
- 3.81%
$271.83 - $371.23 $22K - $30.1K
2.05K $556K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.57K
- 30.62%
$21.75 - $24.28 $121K - $135K
12.6K $276K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.71K
- 6.31%
$24.91 - $29.02 $42.7K - $49.7K
25.4K $636K
WMT
Walmart Inc.

Consumer Defensive
-26
- 0.06%
$84.5 - $105.05 $2.2K - $2.73K
44.8K $3.93M
IVV
Ishares Core S&P 500 ETF

ETFs
-154
- 28.15%
$554.06 - $615.85 $85.3K - $94.8K
393 $219K
CCL
Carnival Corp

Consumer Cyclical
-100
- 0.54%
$19.08 - $28.49 $1.91K - $2.85K
18.5K $360K
PAVE
Global X Fds Us Infrastructure

ETFs
-83
- 0.27%
$37.31 - $43.82 $3.1K - $3.64K
30.5K $1.15M
GS
Goldman Sachs Group Inc

Financial Services
-15
- 0.67%
$524.81 - $672.19 $7.87K - $10.1K
2.23K $1.22M
RL
Ralph Lauren Corp

Consumer Cyclical
-245
- 19.77%
$215.68 - $286.74 $52.8K - $70.3K
994 $219K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-15
- 0.64%
$497.6 - $606.74 $7.46K - $9.1K
2.33K $1.16M
CMI
Cummins Inc

Industrials
-14
- 1.0%
$312.92 - $386.07 $4.38K - $5.4K
1.38K $433K
ACHR
Archer Aviation Inc.

Industrials
-1.3K
- 7.93%
$6.8 - $11.51 $8.84K - $15K
15.1K $109K
BA
Boeing CO

Industrials
-24
- 0.44%
$148.15 - $186.25 $3.56K - $4.47K
5.39K $919K
FDS
Factset Research Systems Inc

Financial Services
-47
- 7.76%
$427.5 - $476.51 $20.1K - $22.4K
559 $254K
MRK
Merck & Co., Inc.

Healthcare
-28
- 0.85%
$83.01 - $101.02 $2.32K - $2.83K
3.27K $293K
UPS
United Parcel Service Inc

Industrials
-2
- 0.11%
$109.66 - $136.26 $219 - $273
1.84K $201K
SYY
Sysco Corp

Consumer Defensive
-35
- 0.22%
$70.0 - $77.13 $2.45K - $2.7K
16.1K $1.21M
PFE
Pfizer Inc

Healthcare
-370
- 2.56%
$25.01 - $27.13 $9.25K - $10K
14.1K $356K
LMT
Lockheed Martin Corp

Industrials
-2
- 0.31%
$423.19 - $506.29 $846 - $1.01K
637 $284K
OZK
Bank Ozk

Financial Services
-389
- 6.87%
$41.71 - $53.1 $16.2K - $20.7K
5.28K $230K
CMCSA
Comcast Corp

Communication Services
-30
- 0.1%
$33.19 - $38.23 $996 - $1.15K
28.6K $1.06M
ADM
Archer Daniels Midland CO

Consumer Defensive
-25
- 0.39%
$45.22 - $52.17 $1.13K - $1.3K
6.35K $304K
SPGI
S&P Global Inc.

Financial Services
-42
- 7.43%
$478.26 - $543.77 $20.1K - $22.8K
523 $265K
OMC
Omnicom Group Inc.

Communication Services
-50
- 1.88%
$79.43 - $88.34 $3.97K - $4.42K
2.62K $216K
ACCO
Acco Brands Corp

Industrials
-335
- 2.68%
$4.19 - $5.65 $1.4K - $1.89K
12.2K $53K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4
- 0.26%
$408.78 - $448.82 $1.64K - $1.8K
1.54K $646K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-39
- 0.09%
$126.11 - $135.06 $4.92K - $5.27K
45.7K $5.83M
LHX
L3 Harris Technologies, Inc.

Industrials
-3
- 0.3%
$194.65 - $222.86 $584 - $669
998 $208K
C
Citigroup Inc

Financial Services
-92
- 1.12%
$67.23 - $84.63 $6.19K - $7.79K
8.1K $574K
Bny Mellon Midcap Index Fund
-779
- 0.73%
N/A
105K $0
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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