Dumont & Blake Investment Advisors LLC Reduced Holdings in Q1 2025

Dumont & Blake Investment Advisors LLC

  • $334 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RYF
Invesco S&P 500 Equal Weight F

ETFs
-29
- 0.23%
N/A
12.7K $0
Bny Mellon Small Cap Stock Ind
-204
- 1.14%
N/A
17.6K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-8
- 0.76%
$283.24 - $338.07 $2.27K - $2.7K
1.04K $307K
XLU
Utilities Sector Spdr

ETFs
-100
- 1.01%
$74.7 - $80.27 $7.47K - $8.03K
9.81K $764K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-114
- 0.59%
$81.43 - $87.33 $9.28K - $9.96K
19.2K $1.62M
BK
Bank Of New York Mellon Corp

Financial Services
-105
- 2.27%
$75.42 - $88.95 $7.92K - $9.34K
4.52K $379K
AEP
American Electric Power CO Inc

Utilities
-10
- 0.44%
$90.32 - $109.27 $903 - $1.09K
2.24K $244K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-130
- 0.5%
$128.74 - $138.67 $16.7K - $18K
25.8K $3.46M
BMY
Bristol Myers Squibb CO

Healthcare
-8
- 0.09%
$53.9 - $63.11 $431 - $505
8.83K $538K
COP
Conocophillips

Energy
-56
- 0.6%
$88.6 - $105.85 $4.96K - $5.93K
9.27K $973K
VPU
Vanguard Utilities ETF

ETFs
-45
- 0.34%
$161.24 - $173.33 $7.26K - $7.8K
13.1K $2.22M
SLB
Schlumberger Limited

Energy
-145
- 0.69%
$38.4 - $43.74 $5.57K - $6.34K
21K $878K
IHF
Ishares Tr

ETFs
-21
- 0.13%
$47.84 - $53.21 $1K - $1.12K
15.9K $831K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-325
- 1.4%
$34.34 - $38.51 $11.2K - $12.5K
22.8K $879K
ITA
Ishares Tr

ETFs
-75
- 0.69%
$144.84 - $159.5 $10.9K - $12K
10.8K $1.66M
CSCO
Cisco Systems, Inc.

Technology
-130
- 0.39%
$58.74 - $64.87 $7.64K - $8.43K
33.2K $2.05M
JPM
Jpmorgan Chase & CO

Financial Services
-1
- 0.01%
$225.19 - $279.95 $225 - $280
15.4K $3.78M
UNM
Unum Group

Financial Services
-80
- 0.71%
$71.8 - $83.34 $5.74K - $6.67K
11.1K $905K
DVN
Devon Energy Corp

Energy
-130
- 0.56%
$33.15 - $38.55 $4.31K - $5.01K
23K $859K
CVX
Chevron Corp

Energy
-424
- 4.81%
$146.71 - $167.97 $62.2K - $71.2K
8.39K $1.4M
XLE
Energy Sector Spdr

ETFs
-1.27K
- 3.51%
$85.7 - $93.96 $109K - $119K
34.9K $3.23M
CVS
Cvs Health Corp

Healthcare
-25
- 0.39%
$44.22 - $68.64 $1.11K - $1.72K
6.36K $431K
TPR
Tapestry, Inc.

Consumer Cyclical
-110
- 0.33%
$65.63 - $89.21 $7.22K - $9.81K
33K $2.33M
XOM
Exxon Mobil Corp

Energy
-16
- 0.09%
$105.44 - $118.93 $1.69K - $1.9K
18.1K $2.16M
ABT
Abbott Laboratories

Healthcare
-5
- 0.05%
$111.1 - $140.22 $556 - $701
10.8K $1.44M
IBM
International Business Machines Corp

Technology
-115
- 1.31%
$217.4 - $264.74 $25K - $30.4K
8.68K $2.16M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-25
- 0.05%
$74.85 - $84.89 $1.87K - $2.12K
45.9K $3.79M
ABBV
Abb Vie Inc.

Healthcare
-99
- 0.71%
$169.2 - $216.66 $16.8K - $21.4K
13.9K $2.91M
Activity Summary
Buys All Purchases 88 New Holdings 9 Increased Positions 79 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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