Dumont & Blake Investment Advisors LLC Reduced Holdings in Q4 2024

Dumont & Blake Investment Advisors LLC

  • $349 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-25
- 0.22%
$63.31 - $82.85 $1.58K - $2.07K
11.4K $840K
CCL
Carnival Corp

Consumer Cyclical
-484
- 2.54%
$17.34 - $26.8 $8.39K - $13K
18.6K $462K
FLS
Flowserve Corp

Industrials
-13
- 0.07%
$51.87 - $62.0 $674 - $806
19.1K $1.1M
VOX
Vanguard Communication Service

ETFs
-141
- 0.96%
$144.31 - $163.57 $20.3K - $23.1K
14.6K $2.26M
BA
Boeing CO

Industrials
-91
- 1.65%
$138.14 - $180.72 $12.6K - $16.4K
5.41K $958K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-552
- 11.42%
$173.13 - $258.09 $95.6K - $142K
4.28K $987K
CSCO
Cisco Systems, Inc.

Technology
-975
- 2.84%
$52.45 - $60.02 $51.1K - $58.5K
33.3K $1.97M
GM
General Motors CO

Consumer Cyclical
-230
- 1.07%
$44.82 - $60.2 $10.3K - $13.8K
21.3K $1.13M
GS
Goldman Sachs Group Inc

Financial Services
-3
- 0.13%
$486.1 - $608.57 $1.46K - $1.83K
2.24K $1.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.32K
- 2.33%
$94.43 - $105.47 $124K - $139K
55.2K $5.61M
IWC
Russell Micro Cap ETF

ETFs
-91
- 0.22%
$120.3 - $138.84 $10.9K - $12.6K
41.2K $5.37M
COF
Capital One Financial Corp

Financial Services
-49
- 0.43%
$145.19 - $192.01 $7.11K - $9.41K
11.4K $2.04M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-76
- 0.79%
$138.3 - $192.95 $10.5K - $14.7K
9.5K $1.68M
TPR
Tapestry, Inc.

Consumer Cyclical
-4.93K
- 12.95%
$43.54 - $66.18 $215K - $326K
33.1K $2.16M
WMT
Walmart Inc.

Consumer Defensive
-512
- 1.13%
$79.1 - $95.7 $40.5K - $49K
44.8K $4.05M
GOOGL
Alphabet Inc.

Communication Services
-20
- 0.09%
$161.86 - $196.66 $3.24K - $3.93K
22.9K $4.33M
SYF
Synchrony Financial

Financial Services
-275
- 0.73%
$49.01 - $68.55 $13.5K - $18.9K
37.7K $2.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
-281
- 0.46%
$567.81 - $607.81 $160K - $171K
60.5K $35.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-569
- 1.5%
$481.22 - $538.17 $274K - $306K
37.4K $19.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-549
- 2.25%
$180.88 - $232.93 $99.3K - $128K
23.8K $5.23M
AAPL
Apple Inc.

Technology
-383
- 0.54%
$221.69 - $259.02 $84.9K - $99.2K
70.2K $17.6M
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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