The Analysis of DUMONT & BLAKE INVESTMENT ADVISORS LLC's Holdings


Currently, DUMONT & BLAKE INVESTMENT ADVISORS LLC holds 204 types of securities in its portfolio with a total value $416.1K. In the most recent quarter, they have increased their positions in N/A (+20.3K shares, valued at $2.9K), N/A (+39.6K shares, valued at $1.8K), N/A (+30.9K shares, valued at $1.4K); decreased their positions in SPY (-1.0K shares, valued at $690.1069065233204), N/A (-865 shares, valued at $531.3752608131732), DVY (-3.2K shares, valued at $451.65380551375233); initiated new positions in CMG (+25.1K shares, valued at $930), N/A (+4.0K shares, valued at $263), AXP (+610 shares, valued at $226).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF Trust56.4K shares-1.76%2025-12-312026-01-29history
Invesco QQQ Trust Series 1 Invesco QQQ Trust Series 135.5K shares-2.38%2025-12-312026-01-29history
AAPL Apple Inc71.6K shares3.71%2025-12-312026-01-29history
Invesco S&P 500 Equal Weight E Invesco S&P 500 Equal Weight E83.2K shares-2.28%2025-12-312026-01-29history
MSFT Microsoft Corp29.3K shares-0.12%2025-12-312026-01-29history
SPDR S&P MidCap 400 ETF Trust SPDR S&P MidCap 400 ETF Trust18.2K shares-2.45%2025-12-312026-01-29history
Schwab S&P 500 Index Fund Schwab S&P 500 Index Fund560.6K shares-0.71%2025-12-312026-01-29history
DVY iShares DJ Select Dividend Ind62.5K shares-4.87%2025-12-312026-01-29history
Sponsored
IWM iShares Russell 2000 Index Fun30.8K shares-3.08%2025-12-312026-01-29history
Alphabet Inc Cl A Alphabet Inc Cl A23.1K shares-0.76%2025-12-312026-01-29history
IVW iShares S&P 500 Growth52.7K shares-2.75%2025-12-312026-01-29history
IWC iShares Russell Microcap Index40.7K shares-1.57%2025-12-312026-01-29history
VYM Vanguard High Dividend Yield E42.8K shares-6.08%2025-12-312026-01-29history
Alphabet Inc Cl C Alphabet Inc Cl C18.9K shares-0.72%2025-12-312026-01-29history
Technology Select Sector SPDR Technology Select Sector SPDR39.8K shares103.96%2025-12-312026-01-29history
AMZN Amazon.com Inc23.8K shares-0.79%2025-12-312026-01-29history
Sponsored
Communication Services Sector Communication Services Sector46.3K shares2.53%2025-12-312026-01-29history
IJT iShares S&P Smallcap 600/BARRA34.9K shares-2.05%2025-12-312026-01-29history
JP Morgan Chase & Co JP Morgan Chase & Co15.2K shares-0.63%2025-12-312026-01-29history
WMT Wal-Mart Stores Inc43.3K shares-1.07%2025-12-312026-01-29history
EFA iShares MSCI EAFE Index45.0K shares-2.23%2025-12-312026-01-29history
BlackRock Inc New BlackRock Inc New3.6K shares-0.86%2025-12-312026-01-29history
Energy Select Sector SPDR ETF Energy Select Sector SPDR ETF75.8K shares109.20%2025-12-312026-01-29history
SPDR S&P Dividend ETF SPDR S&P Dividend ETF24.3K shares-5.88%2025-12-312026-01-29history
Sponsored
IJK iShares S&P Midcap 400 Growth31.7K shares-1.52%2025-12-312026-01-29history
Synchrony Financial Synchrony Financial36.7K shares-0.88%2025-12-312026-01-29history
BNY Mellon Midcap Index Fund BNY Mellon Midcap Index Fund113.7K shares9.75%2025-12-312026-01-29history
AbbVie Inc AbbVie Inc13.3K shares-1.49%2025-12-312026-01-29history
TPR Tapestry Inc23.5K shares-9.81%2025-12-312026-01-29history
Schwab Small-Cap Index Fund Schwab Small-Cap Index Fund74.6K shares-0.49%2025-12-312026-01-29history
AMGN Amgen Inc8.9K shares-0.56%2025-12-312026-01-29history
JNJ Johnson & Johnson14.0K shares-0.12%2025-12-312026-01-29history
Sponsored
Meta Platforms Inc Meta Platforms Inc4.3K shares-2.45%2025-12-312026-01-29history
Vanguard Telecommunication Ser Vanguard Telecommunication Ser14.5K shares-0.69%2025-12-312026-01-29history
Materials Select Sector SPDR E Materials Select Sector SPDR E61.9K shares99.78%2025-12-312026-01-29history
CAT Caterpillar Inc4.8K shares-1.42%2025-12-312026-01-29history
Capital One Financial Corp Capital One Financial Corp11.3K shares0.17%2025-12-312026-01-29history
PCEF Invesco CEF Income Composite131.9K shares-3.99%2025-12-312026-01-29history
Calamos Convertible & High Inc Calamos Convertible & High Inc228.7K shares-2.71%2025-12-312026-01-29history
Incyte Corp Incyte Corp25.5K shares-0.37%2025-12-312026-01-29history
Sponsored
PFF iShares S&P Preferred Stock In80.6K shares-3.87%2025-12-312026-01-29history
Vanguard Utilities ETF Vanguard Utilities ETF13.2K shares0.04%2025-12-312026-01-29history
Iron Mountain Inc Iron Mountain Inc28.6K shares-4.35%2025-12-312026-01-29history
MetLife Inc MetLife Inc30.0K shares-0.90%2025-12-312026-01-29history
VanEck Semiconductor VanEck Semiconductor6.6K shares-2.10%2025-12-312026-01-29history
IJJ iShares S&P Midcap 400/BARRA V17.9K shares-2.48%2025-12-312026-01-29history
IVE iShares S&P 500 Value Index10.6K shares-2.04%2025-12-312026-01-29history
ORI Old Republic Intl Corp49.1K shares-1.26%2025-12-312026-01-29history
Sponsored
ITA iShares US Aerospace & Defense10.4K shares-2.35%2025-12-312026-01-29history
CSCO Cisco Systems Inc28.9K shares-0.89%2025-12-312026-01-29history
SPDR Portfolio S&P 500 High Di SPDR Portfolio S&P 500 High Di51.1K shares6.67%2025-12-312026-01-29history
IBM International Business Machine7.3K shares1.92%2025-12-312026-01-29history
Nvidia Corp Nvidia Corp11.6K shares0.84%2025-12-312026-01-29history
DIS Walt Disney Co18.9K shares-0.16%2025-12-312026-01-29history
RTX Corp RTX Corp11.4K shares-1.73%2025-12-312026-01-29history
IBKR Interactive Brokers Group Cl A32.2K shares-0.44%2025-12-312026-01-29history
Sponsored
GSLC Goldman Sachs ActiveBeta U.S.15.2K shares6.54%2025-12-312026-01-29history
SPDR Blackstone Senior Loan ET SPDR Blackstone Senior Loan ET48.6K shares-5.05%2025-12-312026-01-29history
FDN First Trust Dow Jones Internet7.3K shares-0.84%2025-12-312026-01-29history
PJP Invesco Dynamic Pharmaceutical18.8K shares-1.66%2025-12-312026-01-29history
GS Goldman Sachs Group Inc2.2K shares-0.76%2025-12-312026-01-29history
Visa Inc Visa Inc5.4K shares-0.55%2025-12-312026-01-29history
GLW Corning Inc21.6K shares0.08%2025-12-312026-01-29history
Seagate Technology PLC Seagate Technology PLC6.8K shares-0.46%2025-12-312026-01-29history
Sponsored
SPDR Barclays Short-Term High SPDR Barclays Short-Term High73.3K shares-4.97%2025-12-312026-01-29history
ORCL Oracle Corp9.3K shares-1.22%2025-12-312026-01-29history
Exxon Mobil Corp Exxon Mobil Corp14.8K shares-1.93%2025-12-312026-01-29history
URI United Rentals Inc2.2K shares-0.46%2025-12-312026-01-29history
General Motors Co General Motors Co20.8K shares-0.54%2025-12-312026-01-29history
Cigna Corp Cigna Corp6.1K shares0.33%2025-12-312026-01-29history
PNC PNC Financial Services Group I7.7K shares-2.18%2025-12-312026-01-29history
PG Procter & Gamble Co11.1K shares2.67%2025-12-312026-01-29history
Sponsored
VanEck Morningstar Wide Moat E VanEck Morningstar Wide Moat E15.3K shares6.57%2025-12-312026-01-29history
MMC Marsh & McLennan Cos Inc8.2K shares0.10%2025-12-312026-01-29history
OSK Oshkosh Corp11.4K shares-0.11%2025-12-312026-01-29history
Global X US Infrastructure Dev Global X US Infrastructure Dev29.5K shares-1.86%2025-12-312026-01-29history
ABT Abbott Laboratories10.9K shares-0.18%2025-12-312026-01-29history
TMO Thermo Fisher Scientific Inc2.3K shares-0.43%2025-12-312026-01-29history
Flowserve Corp Flowserve Corp19.1K shares-0.65%2025-12-312026-01-29history
SYK Stryker Corp3.6K shares-0.39%2025-12-312026-01-29history
Sponsored
PEP Pepsico Inc8.8K shares0.11%2025-12-312026-01-29history
FedEx Corp FedEx Corp4.4K shares-0.34%2025-12-312026-01-29history
GIS General Mills Inc26.0K shares-6.67%2025-12-312026-01-29history
BA Boeing Co5.5K shares0.18%2025-12-312026-01-29history
TXN Texas Instruments Inc6.7K shares-0.77%2025-12-312026-01-29history
SCHW Charles Schwab Corp11.6K shares0.00%2025-12-312026-01-29history
SYY Sysco Corp15.7K shares-2.24%2025-12-312026-01-29history
SEIC SEI Investments Co14.0K shares-4.74%2025-12-312026-01-29history
Sponsored
LOW Lowe's Cos Inc4.7K shares2.40%2025-12-312026-01-29history
AMD Advanced Micro Devices Inc5.3K shares-1.03%2025-12-312026-01-29history
CVX Chevron Corp7.3K shares-0.01%2025-12-312026-01-29history
WFC Wells Fargo & Co11.4K shares0.32%2025-12-312026-01-29history
3M Co 3M Co6.7K shares-1.96%2025-12-312026-01-29history
Medtronic PLC Medtronic PLC10.8K shares-1.41%2025-12-312026-01-29history
SBUX Starbucks Corp12.1K shares11.11%2025-12-312026-01-29history
MCD McDonald's Corp3.3K shares-0.34%2025-12-312026-01-29history
Sponsored
Citigroup Inc Citigroup Inc8.4K shares5.20%2025-12-312026-01-29history
Invesco KBW Bank ETF Invesco KBW Bank ETF11.5K shares-0.77%2025-12-312026-01-29history
Invesco S&P 500 Eq Weight Finc Invesco S&P 500 Eq Weight Finc12.3K shares-1.97%2025-12-312026-01-29history
QCOM Qualcomm Inc5.6K shares-0.44%2025-12-312026-01-29history
Stanley Black & Decker Inc Stanley Black & Decker Inc12.8K shares39.02%2025-12-312026-01-29history
IJS iShares S&P Smallcap 600 Value8.3K shares0.07%2025-12-312026-01-29history
HACK Amplify Cyber Security ETF11.7K shares-0.43%2025-12-312026-01-29history
AMAT Applied Materials3.6K shares-0.28%2025-12-312026-01-29history
Sponsored
CMG Chipotle Mexican Grill Inc25.1K sharesnew addition2025-12-312026-01-29history
Industrial Select Sector SPDR Industrial Select Sector SPDR5.9K shares0.15%2025-12-312026-01-29history
ITW Illinois Tool Works Inc3.7K shares-0.40%2025-12-312026-01-29history
RCL Royal Caribbean Cruises3.2K shares-0.06%2025-12-312026-01-29history
SPDR S&P Intl Dividend ETF SPDR S&P Intl Dividend ETF20.0K shares-11.21%2025-12-312026-01-29history
ConocoPhillips ConocoPhillips9.3K shares-0.05%2025-12-312026-01-29history
SCHG Schwab U.S. Large-Cap Growth E26.2K shares-2.20%2025-12-312026-01-29history
CRL Charles River Laboratories4.1K shares-2.71%2025-12-312026-01-29history
Sponsored
Comcast Corp Comcast Corp27.4K shares-3.00%2025-12-312026-01-29history
VECO Veeco Instruments Inc28.1K shares-19.73%2025-12-312026-01-29history
Utilities Select Sector SPDR E Utilities Select Sector SPDR E18.6K shares95.98%2025-12-312026-01-29history
Devon Energy Corporation Devon Energy Corporation21.7K shares-2.28%2025-12-312026-01-29history
VICI VICI Properties Inc27.0K shares-1.25%2025-12-312026-01-29history
SLB Schlumberger Ltd19.7K shares-1.98%2025-12-312026-01-29history
IHF iShares US Healthcare Provider15.6K shares-0.91%2025-12-312026-01-29history
Schwab US Mid-Cap Index Schwab US Mid-Cap Index51.3K shares3.39%2025-12-312026-01-29history
Sponsored
Uber Technologies Inc Uber Technologies Inc8.9K shares-0.64%2025-12-312026-01-29history
Annaly Capital Management Inc Annaly Capital Management Inc32.3K shares-6.05%2025-12-312026-01-29history
SPDR Dow Jones Industrial Avg SPDR Dow Jones Industrial Avg1.5K shares-1.90%2025-12-312026-01-29history
Otis Worldwide Corp Otis Worldwide Corp8.2K shares0.00%2025-12-312026-01-29history
OLLI Ollie's Bargain Outlet Holding6.4K shares0.55%2025-12-312026-01-29history
TGT Target Corp7.2K shares-17.34%2025-12-312026-01-29history
Vectors Oil Services ETF Vectors Oil Services ETF2.4K shares-0.58%2025-12-312026-01-29history
Adobe Systems Inc Adobe Systems Inc1.9K shares2.69%2025-12-312026-01-29history
Sponsored
CMI Cummins Inc1.3K shares-6.91%2025-12-312026-01-29history
NXPI NXP Semiconductors NV2.9K shares-0.52%2025-12-312026-01-29history
Unum Group Unum Group8.1K shares-3.90%2025-12-312026-01-29history
Eaton Corp PLC Eaton Corp PLC1.9K shares-1.27%2025-12-312026-01-29history
GSK plc GSK plc12.4K shares-0.60%2025-12-312026-01-29history
Alerian MLP ETF Alerian MLP ETF12.9K shares-9.79%2025-12-312026-01-29history
Fidelity New Markets Income Fidelity New Markets Income42.4K shares0.19%2025-12-312026-01-29history
Fidelity 500 Index Fidelity 500 Index2.3K shares0.56%2025-12-312026-01-29history
Sponsored
GNTX Gentex Corp22.8K shares0.51%2025-12-312026-01-29history
CCL Carnival Cruise Lines Inc Cl A17.1K shares-6.84%2025-12-312026-01-29history
CHD Church & Dwight6.2K shares-8.59%2025-12-312026-01-29history
BK Bank of New York Mellon Corp4.2K shares-5.26%2025-12-312026-01-29history
CVS CVS Health Corp5.9K shares0.34%2025-12-312026-01-29history
Skyworks Solutions Inc Skyworks Solutions Inc7.4K shares-4.90%2025-12-312026-01-29history
VZ Verizon Communications Inc11.5K shares2.10%2025-12-312026-01-29history
BNY Mellon Small Cap Stock Ind BNY Mellon Small Cap Stock Ind19.9K shares14.98%2025-12-312026-01-29history
Sponsored
HY Hyster-Yale Materials Handling14.5K shares-7.36%2025-12-312026-01-29history
NTRS Northern Trust Corp3.1K shares-7.56%2025-12-312026-01-29history
BMY Bristol-Myers Squibb Co7.6K shares0.69%2025-12-312026-01-29history
Waste Management Inc Waste Management Inc1.9K shares-1.33%2025-12-312026-01-29history
ED Consolidated Edison Inc4.1K shares-4.66%2025-12-312026-01-29history
CHI Calamos Convertible Opp & Inc37.1K shares22.50%2025-12-312026-01-29history
Paypal Holdings Inc Paypal Holdings Inc6.2K shares-16.61%2025-12-312026-01-29history
HD Home Depot Inc1.0K shares-4.56%2025-12-312026-01-29history
Sponsored
Merck & Co Inc Merck & Co Inc3.4K shares-3.28%2025-12-312026-01-29history
ADI Analog Devices Inc1.3K shares-6.26%2025-12-312026-01-29history
CTBI Community Trust Bancorp Inc6.3K shares-7.30%2025-12-312026-01-29history
HPE Hewlett Packard Enterprise14.7K shares-14.85%2025-12-312026-01-29history
ADM Archer Daniels Midland Co5.8K shares-8.89%2025-12-312026-01-29history
Healthpeak Properties Inc Healthpeak Properties Inc20.3K shares-6.11%2025-12-312026-01-29history
RL Ralph Lauren Corp918 shares-7.18%2025-12-312026-01-29history
Matrix Advisors Value ETF Matrix Advisors Value ETF2.7K shares0.00%2025-12-312026-01-29history
Sponsored
IJH iShares S&P Midcap 4004.8K shares0.02%2025-12-312026-01-29history
DRI Darden Restaurants Inc1.7K shares-7.60%2025-12-312026-01-29history
Tesla Motors Inc Tesla Motors Inc690 shares7.64%2025-12-312026-01-29history
OC Owens Corning Inc2.7K shares-0.18%2025-12-312026-01-29history
Carrier Global Corp Carrier Global Corp5.7K shares-1.31%2025-12-312026-01-29history
SCHX Schwab US Large-Cap ETF10.9K shares0.13%2025-12-312026-01-29history
LMT Lockheed Martin Corp568 shares-8.39%2025-12-312026-01-29history
S&P Global Inc S&P Global Inc523 shares0.00%2025-12-312026-01-29history
Sponsored
IVV iShares S&P 500 Index Fund387 shares0.26%2025-12-312026-01-29history
Akre Focus ETF Akre Focus ETF4.0K sharesnew addition2025-12-312026-01-29history
BAC Bank of America Corp4.7K shares-9.45%2025-12-312026-01-29history
OXY Occidental Petroleum Corp6.2K shares-5.06%2025-12-312026-01-29history
KKR & Co LP KKR & Co LP2.0K shares0.00%2025-12-312026-01-29history
LQD iShares IBOXX $ Investment Gra2.3K shares0.00%2025-12-312026-01-29history
NFLX Netflix Inc2.6K shares885.13%2025-12-312026-01-29history
APD Air Products & Chemicals Inc998 shares0.00%2025-12-312026-01-29history
Sponsored
AEP American Electric Power Co Inc2.1K shares-6.18%2025-12-312026-01-29history
PFE Pfizer Inc9.7K shares-2.25%2025-12-312026-01-29history
EPD Enterprise Prods Partners LP7.2K shares0.00%2025-12-312026-01-29history
Vanguard Information Technolog Vanguard Information Technolog303 shares0.00%2025-12-312026-01-29history
AXP American Express Co610 sharesnew addition2025-12-312026-01-29history
NEA Nuveen AMT-Free Municipal Inco19.5K shares4.04%2025-12-312026-01-29history
CINF Cincinnati Financial Corp1.4K shares-7.56%2025-12-312026-01-29history
Intuitive Surgical Inc Intuitive Surgical Inc395 sharesnew addition2025-12-312026-01-29history
Sponsored
Bank Ozk Bank Ozk4.8K shares-8.77%2025-12-312026-01-29history
CME Group Inc CME Group Inc805 shares-7.15%2025-12-312026-01-29history
HYG iShares IBOXX H/Y Corp Bond2.7K shares0.00%2025-12-312026-01-29history
T AT&T Inc8.6K sharesnew addition2025-12-312026-01-29history
SNA Snap-On Inc622 shares-13.25%2025-12-312026-01-29history
Costco Wholesale Corp Costco Wholesale Corp246 shares0.00%2025-12-312026-01-29history
Broadcom Inc Broadcom Inc587 sharesnew addition2025-12-312026-01-29history
LLY Eli Lilly & Co189 sharesnew addition2025-12-312026-01-29history
Sponsored
AWF AllianceBernstein Global High14.2K sharesnew addition2025-12-312026-01-29history
NUV Nuveen Municipal Value Fund16.6K shares1.36%2025-12-312026-01-29history
MUJ BlackRock MuniHoldings10.2K shares0.00%2025-12-312026-01-29history
ACHR Archer Aviation Inc15.7K shares-0.95%2025-12-312026-01-29history
JBLU JetBlue Airways Corp20.0K shares0.00%2025-12-312026-01-29history
SEI High Yield Bond SEI High Yield Bond10.8K shares2.93%2025-12-312026-01-29history
BNY Mellon High Yield Strategi BNY Mellon High Yield Strategi19.6K shares0.01%2025-12-312026-01-29history
ACCO Acco Brands Corp11.3K shares-4.25%2025-12-312026-01-29history
Sponsored
AUTL Autolus Therapeutics PLC ADR15.0K shares0.00%2025-12-312026-01-29history
Airtech Inlt Group Reg Revoked Airtech Inlt Group Reg Revoked350.0K shares0.00%2025-12-312026-01-29history
Humbl Inc Humbl Inc20.0K shares0.00%2025-12-312026-01-29history
Kona Gold Beverage Inc Kona Gold Beverage Inc10.0K shares0.00%2025-12-312026-01-29history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: DUMONT & BLAKE INVESTMENT ADVISORS LLC | TradeFomo