DUMONT & BLAKE INVESTMENT ADVISORS LLC Diversified Active

Location: Princeton, NJ

CIK: 0001287618 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 24, 2022

Total Value: $267M (100.0% shares, 0.0% debt)

Holdings (191)

SPY SPDR S&P 500 ETF Trust 8.6%
Value $23.05M Shares 64,529 Est. Cost $185.53 Unrealized
Invesco S&P 500 Equal Weight E 4.5%
Value $12.01M Shares 94,368 Est. Cost $102.94 Unrealized
QQQ Invesco QQQ Trust Series 1 4.0%
Value $10.75M Shares 40,232 Est. Cost $177.53 Unrealized
AAPL Apple Inc 3.9%
Value $10.51M Shares 76,048 Est. Cost $85.40 Unrealized +80.7%
SPDR S&P MidCap 400 ETF Trust 3.2%
Value $8.607M Shares 21,429 Est. Cost $273.54 Unrealized
MSFT Microsoft Corp 3.0%
Value $7.984M Shares 34,279 Est. Cost $33.55 Unrealized +665.7%
DVY iShares DJ Select Dividend Ind 2.8%
Value $7.508M Shares 70,023 Est. Cost $70.75 Unrealized
IWM iShares Russell 2000 Index Fun 2.1%
Value $5.555M Shares 33,680 Est. Cost $127.55 Unrealized
SWPPX Schwab S&P 500 Index Fund 2.1%
Value $5.478M Shares 98,646 Est. Cost $29.85 Unrealized
VYM Vanguard High Dividend Yield E 1.7%
Value $4.53M Shares 47,747 Est. Cost $67.24 Unrealized
IWC iShares Russell Microcap Index 1.5%
Value $4.141M Shares 40,049 Est. Cost $71.45 Unrealized
IJT iShares S&P Smallcap 600/BARRA 1.4%
Value $3.841M Shares 37,774 Est. Cost $128.30 Unrealized
IVW iShares S&P 500 Growth 1.3%
Value $3.348M Shares 57,871 Est. Cost $75.07 Unrealized
AMZN Amazon.com Inc 1.2%
Value $3.274M Shares 28,975 Est. Cost $123.70 Unrealized +2.2%
SPDR S&P Dividend ETF 1.1%
Value $2.976M Shares 26,693 Est. Cost $88.30 Unrealized
PFF iShares S&P Preferred Stock In 1.1%
Value $2.944M Shares 92,974 Est. Cost $37.95 Unrealized
JNJ Johnson & Johnson 1.0%
Value $2.782M Shares 17,030 Est. Cost $63.54 Unrealized +140.6%
EFA iShares MSCI EAFE Index 1.0%
Value $2.664M Shares 47,556 Est. Cost $63.78 Unrealized
PCEF Invesco CEF Income Composite 1.0%
Value $2.564M Shares 146,928 Est. Cost $22.72 Unrealized
AbbVie Inc 0.9%
Value $2.538M Shares 18,913 Est. Cost $50.12 Unrealized
Calamos Convertible & High Inc 0.9%
Value $2.51M Shares 248,806 Est. Cost $12.72 Unrealized
GOOGL Alphabet Inc Cl A 0.9%
Value $2.472M Shares 25,847 Est. Cost $106.68 Unrealized +3.2%
GOOG Alphabet Inc Cl C 0.9%
Value $2.412M Shares 25,090 Est. Cost $107.24 Unrealized +3.4%
Energy Select Sector SPDR ETF 0.9%
Value $2.303M Shares 31,981 Est. Cost $60.69 Unrealized
BNY Mellon Midcap Index Fund 0.9%
Value $2.28M Shares 81,709 Est. Cost $33.93 Unrealized
PEP Pepsico Inc 0.8%
Value $2.269M Shares 13,898 Est. Cost $60.34 Unrealized +155.9%
Materials Select Sector SPDR E 0.8%
Value $2.198M Shares 32,314 Est. Cost $41.86 Unrealized
AMGN Amgen Inc 0.8%
Value $2.178M Shares 9,661 Est. Cost $85.67 Unrealized +154.3%
WMT Wal-Mart Stores Inc 0.8%
Value $2.174M Shares 16,765 Est. Cost $19.47 Unrealized +115.7%
JP Morgan Chase & Co 0.8%
Value $2.131M Shares 20,388 Est. Cost $56.90 Unrealized
BlackRock Inc 0.8%
Value $2.07M Shares 3,762 Est. Cost $281.42 Unrealized
SPDR Barclays Short-Term High 0.8%
Value $2.069M Shares 86,989 Est. Cost $28.29 Unrealized
MetLife Inc 0.8%
Value $2.028M Shares 33,374 Est. Cost $45.05 Unrealized
IJK iShares S&P Midcap 400 Growth 0.7%
Value $2.002M Shares 31,769 Est. Cost $94.38 Unrealized
SWSSX Schwab Small-Cap Index Fund 0.7%
Value $1.987M Shares 73,838 Est. Cost $27.64 Unrealized
Vanguard Utilities ETF 0.7%
Value $1.845M Shares 12,966 Est. Cost $87.29 Unrealized
Vanguard Telecommunication Ser 0.7%
Value $1.81M Shares 21,979 Est. Cost $80.54 Unrealized
Exxon Mobil Corp 0.7%
Value $1.789M Shares 20,492 Est. Cost $88.45 Unrealized
PG Procter & Gamble Co 0.7%
Value $1.77M Shares 14,023 Est. Cost $57.61 Unrealized +126.7%
BMY Bristol-Myers Squibb Co 0.6%
Value $1.734M Shares 24,402 Est. Cost $40.64 Unrealized +53.3%
CSCO Cisco Systems Inc 0.6%
Value $1.691M Shares 42,281 Est. Cost $18.81 Unrealized +112.9%
MRSH Marsh & McLennan Cos Inc 0.6%
Value $1.682M Shares 11,267 Est. Cost $48.40 Unrealized +214.7%
Devon Energy Corporation 0.6%
Value $1.673M Shares 27,821 Est. Cost $35.49 Unrealized
CVX Chevron Corp 0.6%
Value $1.644M Shares 11,444 Est. Cost $71.94 Unrealized +84.6%
IJJ iShares S&P Midcap 400/BARRA V 0.6%
Value $1.615M Shares 17,944 Est. Cost $115.49 Unrealized
Technology Select Sector SPDR 0.6%
Value $1.587M Shares 13,357 Est. Cost $52.38 Unrealized
Tesla Motors Inc 0.6%
Value $1.577M Shares 5,945 Est. Cost $387.62 Unrealized
GIS General Mills Inc 0.6%
Value $1.556M Shares 20,313 Est. Cost $39.52 Unrealized +71.5%
PJP Invesco Dynamic Pharmaceutical 0.6%
Value $1.498M Shares 21,011 Est. Cost $68.19 Unrealized
LOW Lowe's Cos Inc 0.6%
Value $1.477M Shares 7,863 Est. Cost $32.16 Unrealized +467.1%
CI Cigna Corp 0.5%
Value $1.449M Shares 5,222 Est. Cost $175.29 Unrealized +51.1%
Raytheon Technologies 0.5%
Value $1.44M Shares 17,593 Est. Cost $63.46 Unrealized
Iron Mountain Inc 0.5%
Value $1.396M Shares 31,756 Est. Cost $31.80 Unrealized
CVS CVS Health Corp 0.5%
Value $1.362M Shares 14,284 Est. Cost $43.44 Unrealized +101.7%
TGT Target Corp 0.5%
Value $1.353M Shares 9,115 Est. Cost $60.04 Unrealized +138.1%
TXN Texas Instruments Inc 0.5%
Value $1.346M Shares 8,699 Est. Cost $71.70 Unrealized +111.5%
Synchrony Financial 0.5%
Value $1.317M Shares 46,703 Est. Cost $29.12 Unrealized
TMO Thermo Fisher Scientific Inc 0.5%
Value $1.307M Shares 2,577 Est. Cost $87.02 Unrealized +536.8%
Communication Services Sector 0.5%
Value $1.287M Shares 26,881 Est. Cost $58.51 Unrealized
IVE iShares S&P 500 Value Index 0.5%
Value $1.272M Shares 9,897 Est. Cost $155.77 Unrealized
SYY Sysco Corp 0.5%
Value $1.259M Shares 17,810 Est. Cost $32.97 Unrealized +129.7%
IBM International Business Machine 0.5%
Value $1.256M Shares 10,571 Est. Cost $114.80 Unrealized +0.7%
ABT Abbott Laboratories 0.5%
Value $1.255M Shares 12,968 Est. Cost $42.21 Unrealized +137.0%
ORI Old Republic Int'l Corp 0.5%
Value $1.222M Shares 58,366 Est. Cost $13.76 Unrealized +26.4%
GLW Corning Inc 0.5%
Value $1.22M Shares 42,028 Est. Cost $13.69 Unrealized +124.7%
AMN AMN Healthcare Services Inc 0.5%
Value $1.214M Shares 11,458 Est. Cost $21.08 Unrealized +420.0%
Visa Inc 0.4%
Value $1.172M Shares 6,597 Est. Cost $82.36 Unrealized
PNC PNC Financial Services Group I 0.4%
Value $1.164M Shares 7,793 Est. Cost $68.36 Unrealized +107.7%
URI United Rentals Inc 0.4%
Value $1.158M Shares 4,288 Est. Cost $75.93 Unrealized +271.2%
ConocoPhillips 0.4%
Value $1.117M Shares 10,916 Est. Cost $59.75 Unrealized
FDN First Trust Dow Jones Internet 0.4%
Value $1.098M Shares 8,700 Est. Cost $83.95 Unrealized
Capital One Financial Corp 0.4%
Value $1.083M Shares 11,745 Est. Cost $68.29 Unrealized
MDT Medtronic PLC 0.4%
Value $1.065M Shares 13,192 Est. Cost $59.90 Unrealized +34.9%
ITW Illinois Tool Works Inc 0.4%
Value $1.055M Shares 5,840 Est. Cost $55.21 Unrealized +229.1%
ITA iShares US Aerospace & Defense 0.4%
Value $1.04M Shares 11,409 Est. Cost $113.53 Unrealized
SBUX Starbucks Corp 0.4%
Value $936K Shares 11,107 Est. Cost $71.19 Unrealized +10.1%
CH Robinson Worldwide Inc 0.3%
Value $929K Shares 9,647 Est. Cost $70.08 Unrealized
3M Co 0.3%
Value $926K Shares 8,378 Est. Cost $130.60 Unrealized
SYK Stryker Corp 0.3%
Value $902K Shares 4,452 Est. Cost $63.52 Unrealized +219.6%
Comcast Corp 0.3%
Value $899K Shares 30,638 Est. Cost $39.57 Unrealized
QCOM Qualcomm Inc 0.3%
Value $898K Shares 7,952 Est. Cost $51.51 Unrealized +146.6%
IHF iShares US Healthcare Provider 0.3%
Value $894K Shares 3,500 Est. Cost $172.45 Unrealized
Utilities Select Sector SPDR E 0.3%
Value $841K Shares 12,835 Est. Cost $37.64 Unrealized
Crown Castle Intl Corp 0.3%
Value $830K Shares 5,744 Est. Cost $130.28 Unrealized
General Motors Co 0.3%
Value $825K Shares 25,708 Est. Cost $56.53 Unrealized
AZO Autozone Inc 0.3%
Value $825K Shares 385 Est. Cost $1044.14 Unrealized +108.6%
SLB Schlumberger Ltd 0.3%
Value $801K Shares 22,299 Est. Cost $27.77 Unrealized +20.3%
Skyworks Solutions Inc 0.3%
Value $797K Shares 9,347 Est. Cost $56.44 Unrealized
WHR Whirlpool Corp 0.3%
Value $796K Shares 5,907 Est. Cost $137.77 Unrealized +15.6%
FedEx Corp 0.3%
Value $787K Shares 5,302 Est. Cost $153.49 Unrealized
Global X U.S. Infrastructure D 0.3%
Value $781K Shares 33,860 Est. Cost $25.25 Unrealized
HUN Huntsman Corp 0.3%
Value $771K Shares 31,425 Est. Cost $23.20 Unrealized +21.2%
ORCL Oracle Corp 0.3%
Value $761K Shares 12,467 Est. Cost $30.08 Unrealized +133.3%
PFE Pfizer Inc 0.3%
Value $742K Shares 16,957 Est. Cost $20.01 Unrealized +101.9%
SPDR S&P Regional Banking 0.3%
Value $700K Shares 11,883 Est. Cost $60.52 Unrealized
Invesco S&P 500 Eq Weight Finc 0.3%
Value $697K Shares 13,614 Est. Cost $43.97 Unrealized
DIS Walt Disney Co 0.3%
Value $688K Shares 7,295 Est. Cost $104.63 Unrealized -0.1%
SPDR S&P Intl Dividend ETF 0.3%
Value $685K Shares 23,801 Est. Cost $46.14 Unrealized
GS Goldman Sachs Group Inc 0.3%
Value $675K Shares 2,305 Est. Cost $198.29 Unrealized +49.8%
INTC Intel Corp 0.3%
Value $669K Shares 25,979 Est. Cost $21.23 Unrealized +52.2%
FNMIX Fidelity New Markets Income 0.2%
Value $667K Shares 62,145 Est. Cost $15.89 Unrealized
NKE Nike Inc 0.2%
Value $654K Shares 7,871 Est. Cost $95.86 Unrealized +6.0%
Meta Platforms Inc 0.2%
Value $640K Shares 4,716 Est. Cost $163.23 Unrealized
Barings Corporate Investors 0.2%
Value $639K Shares 49,337 Est. Cost $17.17 Unrealized
Seagate Technology PLC 0.2%
Value $631K Shares 11,846 Est. Cost $82.50 Unrealized
NLY Annaly Capital Management Inc 0.2%
Value $626K Shares 36,453 Est. Cost $17.17 Unrealized
Invesco KBW Bank ETF 0.2%
Value $617K Shares 12,564 Est. Cost $63.17 Unrealized
NXPI NXP Semiconductors NV 0.2%
Value $607K Shares 4,115 Est. Cost $88.45 Unrealized +77.4%
SPDR Portfolio S&P 500 High Di 0.2%
Value $600K Shares 16,912 Est. Cost $43.64 Unrealized
CAT Caterpillar Inc 0.2%
Value $595K Shares 3,629 Est. Cost $117.30 Unrealized +46.8%
Alerian MLP ETF 0.2%
Value $592K Shares 16,201 Est. Cost $24.79 Unrealized
GNTX Gentex Corp 0.2%
Value $582K Shares 24,410 Est. Cost $17.17 Unrealized +59.9%
VZ Verizon Communications Inc 0.2%
Value $578K Shares 15,224 Est. Cost $31.97 Unrealized +11.9%
Unum Group 0.2%
Value $572K Shares 14,732 Est. Cost $16.63 Unrealized
Vectors Oil Services ETF 0.2%
Value $567K Shares 2,685 Est. Cost $281.96 Unrealized
VanEck Semiconductor 0.2%
Value $563K Shares 3,042 Est. Cost $150.46 Unrealized
PureFunds ISE Cyber Security E 0.2%
Value $562K Shares 12,956 Est. Cost $26.40 Unrealized
BA Boeing Co 0.2%
Value $560K Shares 4,622 Est. Cost $168.77 Unrealized -9.1%
SWK Stanley Black & Decker Inc 0.2%
Value $550K Shares 7,309 Est. Cost $62.54 Unrealized +34.4%
Physicians Realty Trust 0.2%
Value $542K Shares 36,048 Est. Cost $17.69 Unrealized
EWW iShares MSCI Mexico Capped Inv 0.2%
Value $531K Shares 11,999 Est. Cost $49.76 Unrealized
Otis Worldwide Corp 0.2%
Value $527K Shares 8,254 Est. Cost $74.43 Unrealized
MCD McDonald's Corp 0.2%
Value $517K Shares 2,240 Est. Cost $92.48 Unrealized +155.5%
BAX Baxter Intl Inc 0.2%
Value $500K Shares 9,280 Est. Cost $29.82 Unrealized +85.5%
SPDR Dow Jones Industrial Avg 0.2%
Value $491K Shares 1,709 Est. Cost $245.29 Unrealized
Foot Locker Inc 0.2%
Value $485K Shares 15,595 Est. Cost $22.66 Unrealized
WFC Wells Fargo & Co 0.2%
Value $475K Shares 11,807 Est. Cost $27.88 Unrealized +41.2%
LHX L3 Harris Technologies Inc 0.2%
Value $473K Shares 2,277 Est. Cost $179.37 Unrealized +19.6%
SPDR Blackstone Senior Loan ET 0.2%
Value $470K Shares 11,499 Est. Cost $44.40 Unrealized
Consumer Staples Select Sector 0.2%
Value $466K Shares 6,990 Est. Cost $72.20 Unrealized
CRL Charles River Laboratories 0.2%
Value $466K Shares 2,368 Est. Cost $215.88 Unrealized 0.0%
OXY Occidental Petroleum Corp 0.2%
Value $461K Shares 7,501 Est. Cost $25.48 Unrealized +138.1%
IGE iShares Goldman Sachs Nat Res 0.2%
Value $425K Shares 12,232 Est. Cost $40.31 Unrealized
Paypal Holdings Inc 0.2%
Value $424K Shares 4,924 Est. Cost $106.11 Unrealized
ADM Archer Daniels Midland Co 0.2%
Value $421K Shares 5,233 Est. Cost $38.74 Unrealized +91.7%
VanEck Morningstar Wide Moat E 0.2%
Value $409K Shares 6,823 Est. Cost $74.71 Unrealized
SWMCX Schwab US Mid-Cap Index 0.1%
Value $384K Shares 8,073 Est. Cost $49.68 Unrealized
ETN Eaton Corp PLC 0.1%
Value $383K Shares 2,871 Est. Cost $68.41 Unrealized +95.0%
C Citigroup Inc 0.1%
Value $370K Shares 8,872 Est. Cost $51.99 Unrealized -16.0%
Walgreens Boots Alliance Inc 0.1%
Value $366K Shares 11,656 Est. Cost $60.49 Unrealized
Merck & Co Inc 0.1%
Value $347K Shares 4,027 Est. Cost $77.83 Unrealized
HD Home Depot Inc 0.1%
Value $347K Shares 1,259 Est. Cost $147.99 Unrealized +82.9%
Waste Management Inc 0.1%
Value $333K Shares 2,076 Est. Cost $91.00 Unrealized
BNY Mellon Small Cap Stock Ind 0.1%
Value $332K Shares 12,923 Est. Cost $29.08 Unrealized
BK Bank of New York Mellon Corp 0.1%
Value $329K Shares 8,548 Est. Cost $22.53 Unrealized +71.7%
ED Consolidated Edison Inc 0.1%
Value $322K Shares 3,750 Est. Cost $55.95 Unrealized +53.5%
LQD iShares IBOXX $ Investment Gra 0.1%
Value $321K Shares 3,135 Est. Cost $113.59 Unrealized
UPS United Parcel Service Inc 0.1%
Value $319K Shares 1,974 Est. Cost $88.93 Unrealized +80.5%
Industrial Select Sector SPDR 0.1%
Value $310K Shares 3,747 Est. Cost $103.00 Unrealized
FDS FactSet Research Systems Inc 0.1%
Value $303K Shares 756 Est. Cost $270.58 Unrealized +51.3%
Calamos Convertible Opp & Inc 0.1%
Value $303K Shares 31,370 Est. Cost $10.73 Unrealized
BRK/B Berkshire Hathaway Inc 0.1%
Value $302K Shares 1,132 Est. Cost $238.71 Unrealized +19.2%
VECO Veeco Instruments Inc 0.1%
Value $291K Shares 15,900 Est. Cost $22.94 Unrealized -10.8%
SON Sonoco Products Co 0.1%
Value $282K Shares 4,972 Est. Cost $47.32 Unrealized +13.8%
CMI Cummins Inc 0.1%
Value $282K Shares 1,385 Est. Cost $149.30 Unrealized +31.4%
CPB Campbell Soup Co 0.1%
Value $279K Shares 5,914 Est. Cost $33.81 Unrealized +29.3%
CTBI Community Trust Bancorp Inc 0.1%
Value $278K Shares 6,853 Est. Cost $28.16 Unrealized +30.8%
FXAIX Fidelity 500 Index 0.1%
Value $273K Shares 2,188 Est. Cost $111.90 Unrealized
APD Air Products & Chemicals Inc 0.1%
Value $261K Shares 1,120 Est. Cost $70.84 Unrealized +219.6%
BankUnited Inc 0.1%
Value $259K Shares 7,566 Est. Cost $26.74 Unrealized
DG Dollar General Corp 0.1%
Value $240K Shares 1,000 Est. Cost $182.06 Unrealized +27.4%
LMT Lockheed Martin Corp 0.1%
Value $240K Shares 622 Est. Cost $366.25 Unrealized +4.0%
MCHP Microchip Technology Inc 0.1%
Value $235K Shares 3,850 Est. Cost $60.65 Unrealized 0.0%
RCL Royal Caribbean Cruises 0.1%
Value $233K Shares 6,141 Est. Cost $59.36 Unrealized -32.9%
DOW Dow Inc 0.1%
Value $227K Shares 5,161 Est. Cost $51.79 Unrealized -19.9%
BAC Bank of America Corp 0.1%
Value $220K Shares 7,271 Est. Cost $12.81 Unrealized +138.8%
IJH iShares S&P Midcap 400 0.1%
Value $216K Shares 986 Est. Cost $230.17 Unrealized
PKG Packaging Corp of America 0.1%
Value $216K Shares 1,925 Est. Cost $92.93 Unrealized +31.0%
IAI iShares US Broker-Dealers Inde 0.1%
Value $211K Shares 2,470 Est. Cost $99.75 Unrealized
BBY Best Buy Co Inc 0.1%
Value $208K Shares 3,277 Est. Cost $62.78 Unrealized 0.0%
Carrier Global Corp 0.1%
Value $208K Shares 5,852 Est. Cost $30.84 Unrealized
ADP Automatic Data Processing Inc 0.1%
Value $205K Shares 908 Est. Cost $46.07 Unrealized +375.5%
EPD Enterprise Prods Partners LP 0.1%
Value $202K Shares 8,490 Est. Cost $25.70 Unrealized
T AT&T Inc 0.1%
Value $201K Shares 13,093 Est. Cost $13.72 Unrealized +9.9%
HYG iShares IBOXX H/Y Corp Bond 0.1%
Value $201K Shares 2,816 Est. Cost $87.35 Unrealized
ACCO Acco Brands Corp 0.1%
Value $146K Shares 29,725 Est. Cost $8.77 Unrealized -41.8%
BlackRock MuniHoldings 0.1%
Value $144K Shares 12,268 Est. Cost $13.21 Unrealized
Nuveen AMT-Free Municipal Inco 0.1%
Value $134K Shares 12,672 Est. Cost $14.58 Unrealized
Global X SuperDividend ETF 0.1%
Value $134K Shares 17,745 Est. Cost $23.77 Unrealized
JBLU JetBlue Airways Corp 0.0%
Value $133K Shares 20,000 Est. Cost $17.33 Unrealized -53.0%
BNY Mellon High Yield Strategi 0.0%
Value $41,000 Shares 19,585 Est. Cost $3.03 Unrealized
SPY SPDR S&P 500 ETF Trust 0.0%
Value $36,000 Shares 100 Est. Cost $185.53 Unrealized
Amarin Corporation PLC - ADR 0.0%
Value $25,000 Shares 23,000 Est. Cost $2.03 Unrealized
VGZ Vista Gold Corp 0.0%
Value $16,000 Shares 30,000 Est. Cost $0.89 Unrealized -34.2%
3M Co 0.0%
Value $11,000 Shares 100 Est. Cost $130.60 Unrealized
Competitive Companies Inc 0.0%
Value $0 Shares 700,000 Est. Cost $0.03 Unrealized
Airtech Inlt Group Reg Revoked 0.0%
Value $0 Shares 350,000 Est. Cost Unrealized
Humbl Inc 0.0%
Value $0 Shares 20,000 Est. Cost $1.15 Unrealized
HEMP Hemp Inc 0.0%
Value $0 Shares 25,100 Est. Cost $0.03 Unrealized -97.5%
Kona Gold Beverage Inc 0.0%
Value $0 Shares 10,000 Est. Cost $0.03 Unrealized -82.5%
Geopharma Inc 0.0%
Value $0 Shares 40,000 Est. Cost Unrealized