Dumont & Blake Investment Advisors LLC Portfolio Holdings
Dumont & Blake Investment Advisors LLC
- $669 Million
- Q2 2024
Dumont & Blake Investment Advisors LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $669 Million distributed in 198 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $66.4M, Invesco Qqq Trust, Series 1 with a value of $36.6M, Invesco S&P 500 Equal Weight E with a value of $31.8M, Apple Inc. with a value of $29.9M, and Microsoft Corp with a value of $27.3M.
Examining the 13F form we can see an increase of $340M in the current position value, from $330M to 669M.
Below you can find more details about Dumont & Blake Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$669 Million
ETFs: $347 Million
Technology: $86.8 Million
Financial Services: $60.1 Million
Healthcare: $37.2 Million
Industrials: $33.3 Million
Consumer Cyclical: $27.3 Million
Communication Services: $26.8 Million
Consumer Defensive: $24 Million
Other: $27 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 198
- Current Value $669 Million
- Prior Value $330 Million
- Filing
- Period Q2 2024
- Filing Date July 23, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 7 stocks
- Additional Purchases 191 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks