Dumont & Blake Investment Advisors LLC Sells in Q4 2024

Dumont & Blake Investment Advisors LLC

  • $349 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
-594
- 21.12%
$704.44 - $880.32 $418K - $523K
2.22K $1.56M
TSLA
Tesla, Inc.

Consumer Cyclical
-3K
- 85.07%
$213.65 - $479.86 $640K - $1.44M
526 $212K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.47K
- 1.54%
$174.22 - $187.62 $257K - $277K
94.3K $16.5M
AMGN
Amgen Inc

Healthcare
-48
- 0.54%
$258.78 - $328.31 $12.4K - $15.8K
8.85K $2.31M
IRM
Iron Mountain Inc

Real Estate
-170
- 0.56%
$101.62 - $128.14 $17.3K - $21.8K
30.3K $3.19M
XLB
Select Sector Spdr Fd Material

ETFs
-188
- 0.6%
$83.8 - $97.58 $15.8K - $18.3K
31.1K $2.62M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-26
- 0.06%
$75.1 - $82.99 $1.95K - $2.16K
45.9K $3.47M
CI
Cigna Corp

Healthcare
-47
- 0.93%
$265.59 - $358.58 $12.5K - $16.9K
5.01K $1.38M
MSFT
Microsoft Corp

Technology
-238
- 0.79%
$406.35 - $454.46 $96.7K - $108K
30K $12.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.18K
- 12.01%
$209.89 - $233.24 $248K - $275K
8.65K $1.84M
ABBV
Abb Vie Inc.

Healthcare
-115
- 0.82%
$164.99 - $203.87 $19K - $23.4K
14K $2.49M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-236
- 0.9%
$131.66 - $144.0 $31.1K - $34K
25.9K $3.42M
HY
Hyster Yale Materials Handling, Inc.

Industrials
-2.3K
- 17.48%
$49.77 - $68.77 $114K - $158K
10.9K $553K
DVN
Devon Energy Corp

Energy
-3.44K
- 12.95%
$30.52 - $42.96 $105K - $148K
23.1K $756K
OSK
Oshkosh Corp

Industrials
-2.31K
- 22.19%
$93.84 - $115.52 $217K - $267K
8.11K $770K
DVY
Ishares Tr

ETFs
-142
- 0.21%
$129.55 - $143.41 $18.4K - $20.4K
66.2K $8.69M
JNJ
Johnson & Johnson

Healthcare
-25
- 0.17%
$143.34 - $165.86 $3.58K - $4.15K
14.3K $2.07M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-26
- 1.1%
$501.29 - $612.85 $13K - $15.9K
2.35K $1.22M
PEP
Pepsico Inc

Consumer Defensive
-98
- 0.79%
$151.29 - $176.1 $14.8K - $17.3K
12.3K $1.87M
VECO
Veeco Instruments Inc

Technology
-250
- 0.71%
$25.99 - $33.75 $6.5K - $8.44K
35K $939K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-573
- 1.55%
$134.53 - $150.65 $77.1K - $86.3K
36.3K $4.91M
ORI
Old Republic International Corp

Financial Services
-7.2K
- 12.65%
$34.4 - $38.98 $248K - $281K
49.7K $1.8M
XOM
Exxon Mobil Corp

Energy
-314
- 1.7%
$105.51 - $125.37 $33.1K - $39.4K
18.2K $1.95M
HUN
Huntsman Corp

Basic Materials
-1.02K
- 3.27%
$17.57 - $24.21 $17.8K - $24.6K
30K $540K
SWK
Stanley Black & Decker, Inc.

Industrials
-35
- 0.51%
$79.07 - $109.36 $2.77K - $3.83K
6.82K $547K
GIS
General Mills Inc

Consumer Defensive
-106
- 0.57%
$62.78 - $74.62 $6.65K - $7.91K
18.4K $1.17M
PCEF
Invesco Cef Income Composite E

ETFs
-4.82K
- 3.49%
$19.05 - $19.86 $91.7K - $95.6K
133K $2.55M
STX
Seagate Technology Holdings PLC

Technology
-24
- 0.35%
$86.31 - $112.64 $2.07K - $2.7K
6.93K $597K
IHF
Ishares Tr

ETFs
-264
- 1.63%
$47.41 - $56.83 $12.5K - $15K
15.9K $763K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-267
- 1.3%
$563.99 - $620.12 $151K - $166K
20.2K $11.5M
CAT
Caterpillar Inc

Industrials
-24
- 0.49%
$360.37 - $416.88 $8.65K - $10K
4.91K $1.78M
XLE
Energy Sector Spdr

ETFs
-693
- 1.88%
$83.32 - $97.27 $57.7K - $67.4K
36.2K $3.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-74
- 1.61%
$244.52 - $284.07 $18.1K - $21K
4.52K $1.12M
CMCSA
Comcast Corp

Communication Services
-83
- 0.29%
$37.39 - $45.14 $3.1K - $3.75K
28.7K $1.08M
NXPI
Nxp Semiconductors N.V.

Technology
-32
- 0.89%
$207.27 - $255.58 $6.63K - $8.18K
3.58K $743K
CVS
Cvs Health Corp

Healthcare
-137
- 2.1%
$43.78 - $67.46 $6K - $9.24K
6.39K $286K
CVX
Chevron Corp

Energy
-678
- 7.14%
$141.15 - $162.53 $95.7K - $110K
8.81K $1.28M
SJNK
Spdr Bloomberg Short Term High

ETFs
-2.75K
- 3.43%
$25.09 - $25.69 $68.9K - $70.6K
77.4K $1.95M
QCOM
Qualcomm Inc

Technology
-92
- 1.61%
$150.4 - $178.04 $13.8K - $16.4K
5.62K $863K
SWKS
Skyworks Solutions, Inc.

Technology
-274
- 3.42%
$83.18 - $99.15 $22.8K - $27.2K
7.75K $687K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-188
- 0.96%
$82.12 - $89.61 $15.4K - $16.8K
19.4K $1.6M
SLB
Schlumberger Limited

Energy
-129
- 0.61%
$36.83 - $45.59 $4.75K - $5.88K
21.2K $811K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-30
- 0.13%
$34.74 - $38.36 $1.04K - $1.15K
23.2K $809K
PFE
Pfizer Inc

Healthcare
-1.3K
- 8.23%
$24.8 - $30.19 $32.1K - $39.1K
14.4K $382K
IVE
Ishares S&P 500 Value ETF

ETFs
-27
- 0.25%
$189.5 - $206.17 $5.12K - $5.57K
10.8K $2.05M
RTX
Raytheon Technologies Corp

Industrials
-75
- 0.64%
$114.45 - $127.21 $8.58K - $9.54K
11.6K $1.34M
SBUX
Starbucks Corp

Consumer Cyclical
-35
- 0.32%
$87.44 - $102.5 $3.06K - $3.59K
10.9K $991K
ADM
Archer Daniels Midland CO

Consumer Defensive
-160
- 2.45%
$49.38 - $59.52 $7.9K - $9.52K
6.37K $321K
CRL
Charles River Laboratories International, Inc.

Healthcare
-85
- 1.95%
$178.58 - $220.69 $15.2K - $18.8K
4.28K $789K
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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