DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK: 0001287618SEC EDGAR →
Portfolio Value
$412.4B
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
207
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (207)
$35.7B · 58K shares
$20.2B · 37K shares
$15.5B · 85K shares
$14.8B · 30K shares
$14.3B · 70K shares
$10.6B · 19K shares
$9.3B · 97K shares
$8.7B · 66K shares
$6.9B · 32K shares
$6.1B · 46K shares
$6.0B · 55K shares
$5.4B · 25K shares
$5.3B · 41K shares
Communication Services Sector
$4.8B · 44K shares
$4.8B · 36K shares
JP Morgan Chase & Co
$4.5B · 15K shares
$4.4B · 45K shares
$4.1B · 46K shares
$4.1B · 23K shares
$3.8B · 4K shares
$3.8B · 15K shares
SPDR S&P Dividend ETF
$3.5B · 26K shares
$3.4B · 19K shares
$3.2B · 4K shares
Iron Mountain Inc
$3.1B · 30K shares
$2.9B · 104K shares
$2.9B · 34K shares
$2.9B · 32K shares
$2.7B · 31K shares
$2.7B · 12K shares
$2.7B · 138K shares
$2.6B · 76K shares
$2.6B · 236K shares
$2.6B · 84K shares
$2.6B · 14K shares
$2.5B · 15K shares
Synchrony Financial
$2.5B · 37K shares
$2.5B · 9K shares
$2.4B · 30K shares
$2.4B · 11K shares
$2.4B · 19K shares
$2.3B · 13K shares
$2.3B · 8K shares
$2.3B · 26K shares
$2.3B · 33K shares
$2.3B · 18K shares
$2.1B · 14K shares
$2.1B · 11K shares
$2.0B · 11K shares
$2.0B · 7K shares
$2.0B · 6K shares
SPDR Blackstone Senior Loan ET
$2.0B · 47K shares
$2.0B · 77K shares
$2.0B · 18K shares
$2.0B · 6K shares
SPDR Portfolio S&P 500 High Di
$1.9B · 46K shares
$1.9B · 5K shares
$1.9B · 50K shares
VanEck Semiconductor
$1.9B · 7K shares
$1.8B · 12K shares
$1.8B · 33K shares
$1.8B · 8K shares
$1.8B · 26K shares
$1.7B · 11K shares
$1.7B · 12K shares
$1.7B · 2K shares
$1.6B · 12K shares
$1.6B · 13K shares
$1.6B · 2K shares
$1.5B · 19K shares
$1.5B · 11K shares
$1.5B · 8K shares
$1.4B · 4K shares
$1.4B · 28K shares
$1.4B · 7K shares
Global X US Infrastructure Dev
$1.3B · 30K shares
$1.3B · 11K shares
VanEck Morningstar Wide Moat E
$1.3B · 14K shares
$1.2B · 16K shares
$1.2B · 8K shares
$1.2B · 6K shares
$1.1B · 22K shares
$1.1B · 4K shares
$1.1B · 12K shares
$1.0B · 21K shares
$1.0B · 4K shares
$1.0B · 12K shares
$1.0B · 7K shares
$1.0B · 28K shares
$1.0B · 19K shares
$1.0B · 5K shares
$1.0B · 4K shares
$998.5M · 7K shares
$993.0M · 11K shares
$962.0M · 13K shares
$958.3M · 11K shares
$953.6M · 2K shares
SPDR S&P Intl Dividend ETF
$948.7M · 23K shares
$933.6M · 4K shares
$904.3M · 11K shares
$896.0M · 6K shares
$893.9M · 27K shares
$852.0M · 9K shares
$844.6M · 12K shares
Industrial Select Sector SPDR
$843.8M · 6K shares
$836.3M · 9K shares
$831.9M · 6K shares
$826.6M · 9K shares
$820.8M · 8K shares
$808.7M · 8K shares
$788.5M · 10K shares
$773.1M · 26K shares
$771.3M · 16K shares
$763.6M · 3K shares
$725.2M · 23K shares
$721.1M · 35K shares
$717.9M · 2K shares
Adobe Systems Inc
$705.7M · 2K shares
$704.2M · 14K shares
$697.4M · 21K shares
$695.6M · 8K shares
$686.9M · 9K shares
$680.1M · 10K shares
$679.1M · 5K shares
SPDR Dow Jones Industrial Avg
$678.0M · 2K shares
$653.0M · 3K shares
$652.4M · 4K shares
$648.7M · 34K shares
$644.6M · 7K shares
$621.4M · 16K shares
$575.3M · 8K shares
Vectors Oil Services ETF
$558.8M · 2K shares
$557.7M · 8K shares
$549.3M · 42K shares
$519.5M · 18K shares
$510.8M · 2K shares
$505.0M · 23K shares
$493.4M · 11K shares
$483.3M · 13K shares
$467.6M · 7K shares
$456.5M · 1K shares
$430.3M · 6K shares
Waste Management Inc
$429.5M · 2K shares
$429.5M · 4K shares
$423.9M · 3K shares
$419.0M · 6K shares
$412.1M · 5K shares
$402.6M · 1K shares
$402.1M · 17K shares
$399.4M · 9K shares
$399.3M · 2K shares
$381.9M · 22K shares
$368.3M · 3K shares
$361.2M · 7K shares
$360.2M · 269 shares
$358.3M · 18K shares
$338.4M · 14K shares
$336.6M · 1K shares
$334.9M · 6K shares
$318.8M · 13K shares
$318.6M · 30K shares
$295.5M · 5K shares
$288.1M · 622 shares
$285.4M · 3K shares
$281.5M · 998 shares
$276.9M · 7K shares
$275.8M · 523 shares
$272.6M · 994 shares
KKR & Co LP
$266.1M · 2K shares
$256.3M · 3K shares
VanEck High Yield Muni ETF
$254.2M · 5K shares
$253.0M · 2K shares
$250.3M · 998 shares
$249.9M · 971 shares
$248.3M · 5K shares
$247.5M · 250 shares
$243.3M · 3K shares
$242.6M · 391 shares
$239.8M · 5K shares
$239.8M · 536 shares
$239.8M · 870 shares
$232.4M · 2K shares
$224.4M · 721 shares
$223.3M · 7K shares
$221.4M · 1K shares
$220.2M · 3K shares
$220.1M · 10K shares
$218.7M · 3K shares
$214.6M · 395 shares
$211.6M · 666 shares
$202.5M · 19K shares
$201.7M · 5K shares
Vanguard Information Technolog
$200.8M · 303 shares
$200.8M · 4K shares
$171.4M · 16K shares
$156.6M · 11K shares
$140.9M · 16K shares
$111.5M · 10K shares
$84.6M · 20K shares
$55.3M · 10K shares
$50.9M · 20K shares
$43.2M · 12K shares
$34.2M · 15K shares
Futuris Company
$785K · 77K shares
Humbl Inc
$6K · 20K shares
$1K · 10K shares
Airtech Inlt Group Reg Revoked
$0 · 350K shares