DB

DUMONT & BLAKE INVESTMENT ADVISORS LLC

13F
DUMONT & BLAKE INVESTMENT ADVISORS LLC
Last update 2025-04-09 196 Stocks (8 new)
Value $341.00 Mil Turnover 1 %
Countries:
Top Holdings: SPY(9.90%)QQQ(5.10%)RSP(4.77%)AAPL(4.54%)MSFT(3.28%)
Summary Stock Picks Current Portfolio
DUMONT & BLAKE INVESTMENT ADVI... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
60,288
33,724.4
-0.41%
9.900
-0.04%
0.010
+16.39%
+8.89%
654,583.2
 
QQQ
INVESCO QQQ Trust
37,028
17,363.3
-0.94%
5.100
-0.05%
0.010
+21.03%
+10.81%
360,250.4
 
RSP
Invesco S&P 500 Equal Weight ETF
93,741
16,238.8
-0.61%
4.770
-0.03%
0.020
+11.87%
+7.57%
74,989.8
 
AAPL
Apple Inc
69,641
15,469.4
-0.82%
4.540
-0.04%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
MSFT
Microsoft Corp
29,781
11,179.6
-0.71%
3.280
-0.03%
0.000
+32.15%
+21.67%
3,797,138.0
Software
MDY
S&P MidCap 400 ETF
20,066
10,705.1
-0.63%
3.140
-0.02%
0.050
+12.41%
+2.85%
23,236.2
 
DVY
iShares Select Dividend ETF
65,885
8,847.7
-0.41%
2.600
-0.01%
0.040
+7.99%
+6.45%
20,151.6
 
IWM
iShares Russell 2000 ETF
32,140
6,411.7
-0.41%
1.880
-0.01%
0.010
+15.51%
+1.68%
64,783.6
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
45,719
5,896.0
-0.09%
1.730
0%
0.010
+10.99%
+8.07%
59,515.8
 
IVW
iShares S&P 500 Growth ETF
55,024
5,107.9
-0.41%
1.500
-0.01%
0.010
+22.20%
+11.84%
62,264.2
 

DUMONT & BLAKE INVESTMENT ADVISORS LLC's Historical Top Holdings Breakdowns

DUMONT & BLAKE INVESTMENT ADVISORS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MCI
Barings Corporate Investors
2025-03-31
Reduce
Reduce
-0.20%
●
19.89 ($21.04) 25
$20.88
-0.76%
Reduce -77.97%
10,163
-35,961
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Reduce
Reduce
-0.15%
●
87.69 ($92.02) 96.49
$98.97
7.55%
Reduce -29.72%
13,552
-5,732
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
2025-03-31
Reduce
Reduce
-0.13%
●
192.6 ($216.89) 233.2
$222.80
2.72%
Reduce -41.06%
3,005
-2,093
XLV
Health Care Select Sector SPDR
2025-03-31
Add
Add
+0.13%
●
137.61 ($145.27) 149.68
$135.76
-6.55%
Add 140.22%
5,119
2,988
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
2025-03-31
Add
Add
+0.12%
●
94.84 ($99.87) 105.31
$108.63
8.77%
Add 10.49%
44,245
4,202
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2025-03-31
Add
Add
+0.11%
●
108.02 ($115.65) 120.45
$124.47
7.63%
Add 36.2%
13,151
3,495
SMH
VanEck Vectors Semiconductor ETF
2025-03-31
Reduce
Reduce
-0.10%
●
211.47 ($239.69) 267.17
$287.80
20.07%
Reduce -17.43%
6,764
-1,428
XLI
Industrial Select Sector SPDR
2025-03-31
Add
Add
+0.08%
●
128.78 ($135.13) 141.67
$153.47
13.57%
Add 60.54%
5,638
2,126
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.08%
●
106.98 ($126.74) 149.43
$173.74
37.08%
Reduce -15.84%
11,246
-2,117
MAVF
Matrix Advisors Value ETF
2025-03-31
New Buy
New Buy
+0.08%
●
94.44 ($98.49) 102.28
$111.37
13.08%
New holding
2,672
2,672

DUMONT & BLAKE INVESTMENT ADVISORS LLC Total Holding History ($B)

To

DUMONT & BLAKE INVESTMENT ADVISORS LLC's Asset Allocation

To

DUMONT & BLAKE INVESTMENT ADVISORS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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DUMONT & BLAKE INVESTMENT ADVISORS LLC's Hypothetical Growth since 2025-03-31

DUMONT & BLAKE INVESTMENT ADVISORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DUMONT & BLAKE INVESTMENT ADVISORS LLC's Holdings Heat Map

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DUMONT & BLAKE INVESTMENT ADVISORS LLC's Holdings Bubble Chart

DUMONT & BLAKE INVESTMENT ADVISORS LLC News

  • 1

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