Dumont & Blake Investment Advisors LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $334 Million distributed in 207 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $33.7M, Invesco Qqq Trust, Series 1 with a value of $17.4M, Invesco S&P 500 Equal Weight E with a value of $16.1M, Apple Inc. with a value of $15.5M, and Microsoft Corp with a value of $11.2M.
Examining the 13F form we can see an decrease of $15.4M in the current position value, from $349M to 334M.
Below you can find more details about Dumont & Blake Investment Advisors LLC portfolio as well as his latest detailed transactions.