Dumont & Blake Investment Advisors LLC Sells in Q3 2025

Dumont & Blake Investment Advisors LLC

  • $386 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-3.56K
- 28.7%
$133.81 - $152.16 $476K - $541K
8.84K $1.24M
IBM
International Business Machines Corp

Technology
-723
- 9.13%
$234.77 - $292.47 $170K - $211K
7.19K $2.03M
CSCO
Cisco Systems, Inc.

Technology
-3.95K
- 11.93%
$66.2 - $71.79 $261K - $283K
29.1K $1.99M
XOM
Exxon Mobil Corp

Energy
-3.11K
- 17.07%
$105.83 - $117.22 $330K - $365K
15.1K $1.71M
DIS
Walt Disney CO

Communication Services
-82
- 0.43%
$112.25 - $124.0 $9.2K - $10.2K
18.9K $2.16M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-59
- 0.72%
$196.15 - $217.83 $11.6K - $12.9K
8.19K $1.65M
AMZN
Amazon Com Inc

Consumer Cyclical
-625
- 2.54%
$211.65 - $238.24 $132K - $149K
23.9K $5.26M
CMCSA
Comcast Corp

Communication Services
-253
- 0.89%
$31.41 - $36.33 $7.95K - $9.19K
28.2K $887K
SYK
Stryker Corp

Healthcare
-17
- 0.47%
$368.57 - $403.53 $6.27K - $6.86K
3.63K $1.34M
NXPI
Nxp Semiconductors N.V.

Technology
-586
- 16.77%
$205.16 - $239.07 $120K - $140K
2.91K $662K
ORCL
Oracle Corp

Technology
-3.12K
- 24.95%
$218.96 - $328.33 $682K - $1.02M
9.37K $2.63M
V
Visa Inc.

Financial Services
-46
- 0.83%
$332.09 - $358.86 $15.3K - $16.5K
5.48K $1.87M
PFE
Pfizer Inc

Healthcare
-4.08K
- 29.24%
$23.29 - $25.88 $95.1K - $106K
9.88K $251K
CVX
Chevron Corp

Energy
-1.16K
- 13.76%
$145.57 - $161.83 $169K - $187K
7.26K $1.13M
PG
Procter & Gamble CO

Consumer Defensive
-57
- 0.52%
$150.47 - $161.22 $8.58K - $9.19K
10.8K $1.66M
BMY
Bristol Myers Squibb CO

Healthcare
-1.12K
- 12.97%
$43.31 - $48.98 $48.5K - $54.8K
7.51K $338K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-10
- 0.13%
$65.64 - $78.22 $656 - $782
7.49K $502K
IRM
Iron Mountain Inc

Real Estate
-338
- 1.12%
$89.46 - $104.46 $30.2K - $35.3K
29.9K $3.05M
DRI
Darden Restaurants Inc

Consumer Cyclical
-4
- 0.22%
$184.73 - $220.27 $739 - $881
1.83K $347K
MCD
Mcdonalds Corp

Consumer Cyclical
-273
- 7.69%
$291.67 - $316.99 $79.6K - $86.5K
3.28K $995K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-156
- 1.08%
$46.51 - $50.07 $7.26K - $7.81K
14.3K $669K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.14K
- 16.42%
$24.46 - $26.5 $52.4K - $56.8K
10.9K $287K
UNM
Unum Group

Financial Services
-72
- 0.85%
$68.55 - $82.12 $4.94K - $5.91K
8.43K $655K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 1.6%
$915.95 - $994.57 $3.66K - $3.98K
246 $227K
KR
Kroger CO

Consumer Defensive
-14
- 0.41%
$64.52 - $74.35 $903 - $1.04K
3.38K $227K
COF
Capital One Financial Corp

Financial Services
-43
- 0.38%
$207.29 - $229.74 $8.91K - $9.88K
11.3K $2.4M
MCI
Barings Corporate Investors

Financial Services
-20
- 0.2%
$20.28 - $22.87 $406 - $457
10.1K $210K
SLB
Schlumberger Limited

Energy
-530
- 2.57%
$32.37 - $37.31 $17.2K - $19.8K
20.1K $690K
CME
Cme Group Inc.

Financial Services
-3
- 0.34%
$258.83 - $287.1 $776 - $861
867 $234K
PEAK
Healthpeak Properties, Inc.

Real Estate
-148
- 0.68%
N/A
21.7K $410K
VZ
Verizon Communications Inc

Communication Services
-186
- 1.63%
$40.84 - $45.06 $7.6K - $8.38K
11.2K $492K
VICI
Vici Properties Inc.

Real Estate
-55
- 0.2%
$31.43 - $33.93 $1.73K - $1.87K
27.4K $892K
Annaly Capital Management Inc
-50
- 0.15%
N/A
34.4K $0
Amplify Cyber Security ETF
-249
- 2.08%
N/A
11.7K $0
Bny Mellon Midcap Index Fund
-256
- 0.25%
N/A
104K $0
Bny Mellon Small Cap Stock Ind
-180
- 1.03%
N/A
17.3K $0
Black Rock Inc New
-37
- 1.02%
N/A
3.6K $0
Fidelity 500 Index
-59
- 2.5%
N/A
2.3K $0
Schwab Small Cap Index Fund
-511
- 0.68%
N/A
75K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-127
- 1.0%
N/A
12.5K $0
ED
Consolidated Edison Inc

Utilities
-6
- 0.14%
$95.57 - $105.36 $573 - $632
4.27K $429K
Gsk PLC
-90
- 0.72%
N/A
12.5K $0
ACCO
Acco Brands Corp

Industrials
-294
- 2.44%
$3.44 - $4.2 $1.01K - $1.23K
11.8K $46K
FLS
Flowserve Corp

Industrials
-185
- 0.95%
$51.98 - $57.7 $9.62K - $10.7K
19.2K $1.02M
SJNK
Spdr Bloomberg Short Term High

ETFs
-140
- 0.18%
$25.28 - $25.63 $3.54K - $3.59K
77.1K $1.97M
IHF
Ishares Tr

ETFs
-74
- 0.47%
$40.81 - $49.43 $3.02K - $3.66K
15.8K $779K
ROL
Rollins Inc

Consumer Cyclical
-12
- 0.34%
$55.05 - $58.74 $661 - $705
3.55K $208K
ADI
Analog Devices Inc

Technology
-9
- 0.64%
$220.68 - $255.63 $1.99K - $2.3K
1.41K $345K
CCL
Carnival Corp

Consumer Cyclical
-135
- 0.73%
$28.37 - $32.49 $3.83K - $4.39K
18.3K $530K
Activity Summary
Buys All Purchases 59 New Holdings 8 Increased Positions 51 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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