Dumont & Blake Investment Advisors LLC Sells in Q2 2025

Dumont & Blake Investment Advisors LLC

  • $358 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.31K
- 8.87%
$152.93 - $181.74 $1.27M - $1.51M
85.4K $15.5M
ABBV
Abb Vie Inc.

Healthcare
-40
- 0.29%
$170.16 - $206.27 $6.81K - $8.25K
13.8K $2.57M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-401
- 4.64%
$212.1 - $244.27 $85.1K - $98K
8.25K $1.8M
XLE
Energy Sector Spdr

ETFs
-408
- 1.17%
$76.44 - $94.13 $31.2K - $38.4K
34.5K $2.93M
JNJ
Johnson & Johnson

Healthcare
-388
- 2.7%
$146.36 - $159.82 $56.8K - $62K
14K $2.14M
UNM
Unum Group

Financial Services
-2.61K
- 23.45%
$70.48 - $82.91 $184K - $216K
8.51K $686K
SLB
Schlumberger Limited

Energy
-385
- 1.83%
$31.95 - $42.2 $12.3K - $16.2K
20.6K $697K
BMY
Bristol Myers Squibb CO

Healthcare
-203
- 2.3%
$44.12 - $59.6 $8.96K - $12.1K
8.63K $399K
DVN
Devon Energy Corp

Energy
-175
- 0.76%
$26.8 - $37.92 $4.69K - $6.64K
22.8K $725K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.36K
- 6.75%
$468.22 - $566.51 $634K - $768K
18.7K $10.6M
FDX
Fedex Corp

Industrials
-29
- 0.65%
$198.07 - $245.17 $5.74K - $7.11K
4.43K $1.01M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-15
- 0.61%
$196.72 - $266.32 $2.95K - $3.99K
2.43K $558K
SBUX
Starbucks Corp

Consumer Cyclical
-77
- 0.71%
$79.69 - $99.41 $6.14K - $7.65K
10.8K $992K
XLV
Select Sector Spdr Fund Health

ETFs
-81
- 1.58%
$128.77 - $144.3 $10.4K - $11.7K
5.04K $679K
IHF
Ishares Tr

ETFs
-43
- 0.27%
$46.2 - $54.6 $1.99K - $2.35K
15.9K $771K
TGT
Target Corp

Consumer Defensive
-50
- 0.58%
$88.76 - $105.77 $4.44K - $5.29K
8.64K $852K
LOW
Lowes Companies Inc

Consumer Cyclical
-7
- 0.15%
$210.83 - $235.28 $1.48K - $1.65K
4.56K $1.01M
ORI
Old Republic International Corp

Financial Services
-80
- 0.16%
$35.25 - $39.79 $2.82K - $3.18K
49.8K $1.91M
CMCSA
Comcast Corp

Communication Services
-153
- 0.53%
$32.84 - $36.72 $5.02K - $5.62K
28.5K $1.02M
MRK
Merck & Co., Inc.

Healthcare
-33
- 1.01%
$73.47 - $87.12 $2.42K - $2.87K
3.24K $256K
GNTX
Gentex Corp

Consumer Cyclical
-150
- 0.65%
$20.83 - $23.52 $3.12K - $3.53K
23K $505K
VZ
Verizon Communications Inc

Communication Services
-73
- 0.64%
$41.67 - $45.62 $3.04K - $3.33K
11.4K $493K
APD
Air Products & Chemicals, Inc.

Basic Materials
-45
- 4.31%
$248.61 - $294.96 $11.2K - $13.3K
998 $281K
PFF
Ishares Trust Ishares Pfd And

ETFs
-159
- 0.19%
$29.0 - $30.68 $4.61K - $4.88K
83.9K $2.57M
PFE
Pfizer Inc

Healthcare
-102
- 0.73%
$21.59 - $24.84 $2.2K - $2.53K
14K $338K
FDS
Factset Research Systems Inc

Financial Services
-23
- 4.11%
$398.85 - $473.32 $9.17K - $10.9K
536 $239K
TXN
Texas Instruments Inc

Technology
-58
- 0.85%
N/A
6.76K $1.32M
ACCO
Acco Brands Corp

Industrials
-110
- 0.9%
$3.37 - $4.28 $371 - $471
12.1K $43K
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 2.31%
$335.24 - $380.78 $8.72K - $9.9K
1.1K $402K
TPR
Tapestry, Inc.

Consumer Cyclical
-6.58K
- 19.93%
$60.6 - $87.81 $399K - $578K
26.4K $2.32M
DVY
Ishares Tr

ETFs
-50
- 0.08%
$118.37 - $134.86 $5.92K - $6.74K
65.8K $8.74M
CVS
Cvs Health Corp

Healthcare
-125
- 1.96%
$60.04 - $70.18 $7.51K - $8.77K
6.24K $430K
Amplify Cyber Security ETF
-10
- 0.08%
N/A
12K $0
Fidelity New Markets Income
-177
- 0.42%
N/A
42.3K $0
Schwab S&P 500 Index Fund
-932
- 0.95%
N/A
97K $0
Bny Mellon Small Cap Stock Ind
-184
- 1.04%
N/A
17.5K $0
Bny Mellon Midcap Index Fund
-1.51K
- 1.43%
N/A
104K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-94
- 0.74%
N/A
12.6K $0
Kkr & CO LP
-29
- 1.43%
N/A
2K $0
MET
Metlife Inc

Financial Services
-30
- 0.1%
$68.42 - $82.49 $2.05K - $2.47K
30.3K $2.44M
LMT
Lockheed Martin Corp

Industrials
-15
- 2.35%
$430.82 - $486.45 $6.46K - $7.3K
622 $288K
SYY
Sysco Corp

Consumer Defensive
-70
- 0.43%
$68.0 - $75.91 $4.76K - $5.31K
16.1K $1.22M
SJNK
Spdr Bloomberg Short Term High

ETFs
-150
- 0.19%
$24.12 - $25.48 $3.62K - $3.82K
77.2K $1.97M
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.51%
$498.8 - $620.9 $998 - $1.24K
391 $242K
XLU
Utilities Sector Spdr

ETFs
-150
- 1.53%
$73.09 - $82.77 $11K - $12.4K
9.66K $788K
BAC
Bank Of America Corp

Financial Services
-63
- 1.23%
$34.39 - $47.46 $2.17K - $2.99K
5.07K $239K
QCOM
Qualcomm Inc

Technology
-27
- 0.48%
$124.66 - $159.48 $3.37K - $4.31K
5.63K $895K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-49
- 0.19%
$121.58 - $136.74 $5.96K - $6.7K
25.7K $3.49M
MMM
3 M CO

Industrials
-10
- 0.15%
$126.09 - $154.15 $1.26K - $1.54K
6.78K $1.03M
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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